Long-term Real Return

INVESTMENTS AT A GLANCE

Long-term Real Return (Inflation Adjusted)

(As of 30 September 2018)

1 Year 2 Years 3 Years 5 Years 10 Years 15 Years 20 Years 25 Years 50 Years
UN Nominal Return (%) 7.5 10.2 9.9 6.6 6.7 7.4 6.8 7.4 8.5
US CPI (%) 2.3 2.3 2.0 1.5 1.4 2.1 2.2 2.2 4.0
UN Real Return (Inf. Adj.) (%) 5.1 7.7 7.8 5.1 5.2 5.2 4.5 5.1 4.3
Excess Return (3.5%) 1.6 4.2 4.3 1.6 1.7 1.7 1.0 1.6 0.8

 

Note:
Nominal returns are annualized for the current year.
Nominal returns and the US-CPI are rounded off to the single decimal point.
Real return are calculated using a geometric difference.
Numbers for the current year are preliminary and are subject to change.
(Data from independent Master Record Keeper)