1. Data as at 31 October 2021 in US dollar terms. Sources: Capital Group, Bloomberg Index Services Ltd., Morningstar, Standard & Poor’s
All returns are inflation-adjusted real returns. US equity returns represented by the Standard & Poor’s 500 Composite Index. US fixed income represented by Ibbotson Associates SBBI U.S. Intermediate-Term Government Bond Index from 1 January 1970 to 31 December 1975, and Bloomberg U.S. Aggregate Bond Index from 1 January 1976 to 31 October 2021. Inflation rates are defined by the rolling 12-month returns of the Ibbotson Associates SBBI U.S. Inflation Index.
Past results are not a guarantee of future results. The value of investments and income from them can go down as well as up and you may lose some or all of your initial investment. This information is not intended to provide investment, tax or other advice, or to be a solicitation to buy or sell any securities.
Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. All information is as at the date indicated unless otherwise stated. Some information may have been obtained from third parties, and as such the reliability of that information is not guaranteed.