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Market history Thumbnail

Market history

Give your clients valuable perspective on the markets with graphs and tables that show returns for various asset classes over the past 15 years, the income-eroding effects of inflation and the volatility-reducing benefits of a diversified portfolio.

Asset class performance 

Growth of $10,000 by asset class 

October 1, 2004 – September 30, 2020

Graph, growth of $10,000 by asset class from Oct 1 2004 to Sept 30 2019


Source: Morningstar Direct as at September 30, 2020. For illustration purposes only. Performance histories are not indicative of future performance. The index is unmanaged and cannot be purchased directly by investors. 


Growth of $10,000 over the long term 

S&P/TSX Composite Total Return Index 

Graph, growth of $10,000 over the long term. S&P/TSX Composite Total Return Index.


Source: Morningstar Direct as at September 30, 2020. For illustration purposes only. Performance histories are not indicative of future performance. 

The index is unmanaged and cannot be purchased directly by investors. 


TIP

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Periods of crises are often followed by periods of market gain 

S&P/TSX Composite Total Return Index 

Graph.Periods of crises are often followed by periods of market gain. S&P/TSX Composite Total Return Index.

Source: Morningstar Direct as at September 30, 2020. For illustration purposes only. Performance histories are not indicative of future performance. The index is unmanaged and cannot be purchased directly by investors. Periods of market crises highlighted on the chart above are not representative of Morningstar Direct. 



Historical summary of inflation

Consumer Price Index for Canada 1971–2020



 
Year  All items (2002=100) ($)  Change from previous year (%) 
1971  20.9  3.0 
1972  21.9  4.8 
1973  23.6  7.8 
1974  26.2  11.0 
1975  29.0  10.7 
1976  31.1  7.2 
1977  33.6  8.0 
1978  36.6  8.9 
1979  40.0  9.3 
1980  44.0  10.0 
1981  49.5  12.5 
1982  54.9  10.9 
1983  58.1  5.8 
1984  60.6  4.3 
1985  63.0  4.0 
1986  65.6  4.1 
1987  68.5  4.4 
1988  71.2  3.9 
1989  74.8  5.1 
1990  78.4  4.8 
1991  82.8  5.6 
1992  84.0  1.4 
1993  85.6  1.9 
1994  85.7  0.1 
1995  87.8  1.7 
1996  89.7  2.2 
1997  90.4  0.8 
1998  91.3  1.0 
1999  93.7  2.6 
2000  96.7  3.2 
2001  97.4  0.7 
2002  101.1  3.8 
2003  103.2  2.1 
2004  105.4  2.1 
2005  107.6  2.1 
2006  109.4  1.7 
2007  112.0  2.4 
2008  113.3  1.2 
2009  114.8  1.3 
2010  117.5  2.4 
2011  120.2  2.3 
2012  121.2  0.8 
2013  122.7  1.2 
2014  124.5  1.5 
2015  126.5  1.6 
2016  128.4  1.5 
2017  130.8  1.9 
2018  133.4  2.0 
2019  136.4  2.2 
20201  136.8  0.3 



Source: Statistics Canada, Table 18-10-0004-01 Consumer Price Index, monthly, not seasonally adjusted, historical summary (1971-2020).
Note: Annual average indexes are obtained by averaging the monthly CPI index for the 12 months of the calendar year. 

1Average monthly rate from January to September 30, 2020.


Did you know? 

Even with a low inflation rate of 2%, $100 will only be worth $67.30 in 20 years. 




Tip 

To beat inflation over the long term, investments must have a higher rate of return than what is being eroded away by inflation.

It pays to diversify 

How a portfolio is diversified can be one of the greatest determinants of overall investment performance. With such market unpredictability, a well‑diversified portfolio can be the best investment strategy. 


Calendar year returns by asset class (%)

Source: Morningstar Direct as at September 30, 2020. For illustration purposes only. Performance histories are not indicative of future performance. The index is unmanaged and cannot be purchased directly by investors.