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1Vanguard, The Global Case for Strategic Asset Allocation, 2012
2Calculated by Motley Fool Wealth Management, Dec. 2022. Data for the S&P 500 total return index from 1965 through 2022.
3Data sourced from Berkshire Hathaway, Warren Buffett's 2022 letter to shareholders, Feb. 26, 2022. Calculations by Motley Fool Wealth Management. Normal performance is statistically defined as being within two standard deviations of the average total return.
4Vanguard. Data for the U.S. stock market returns comes from the Standard & Poor’s 90 Index from 1926 to March 3, 1957, and the Standard & Poor’s 500 Index thereafter. Data for the U.S. bond market originates from the Standard & Poor’s High Grade Corporate Index from 1926 to 1968, the Salomon High Grade Index from 1969 to 1972, and the Barclays U.S. Long Credit Aa Index thereafter. Data for U.S. short-term reserves is from the Ibbotson U.S. 30-Day Treasury Bill Index from 1926 to 1977 and the FTSE 3-Month U.S. Treasury Bill Index thereafter. Past performance is no guarantee of future returns. The performance of an index is not an exact representation of any particular investment, as you cannot invest directly in an index.
5Calculations by Motley Fool Wealth Management, Nov. 2022.
6Berkshire Hathaway annual letter to shareholders, Feb. 26, 2022. 13 negative years includes 2022, but the 13.1% is from 1965 through 2022—or 12 negative years. It does not include the year following the 2022 decline since that period has not yet passed.
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