Historical Return Tool
Tool: Historical Return Here`s a simple free tool to understand and view the historical return of the market since 1928. It is essential to understand to not be afraid. By breaking down history, we can see that despite media-driven storms, the stock market ultimately continues to move upward. No single year in the Canadian or U.S. equity markets has experienced losses greater than 50%. To access the tool, simply click the link above. It leads to a macro-free Excel file. For more information on how to use the file, see below. Analysis : Stock market returns can be analyzed in multiple ways. I invite you to open the file and review the Compilation Source tab. It contains a large dataset covering the period from 1928 to 2023 , with over 1,000 data points . In this tab, the figures on the left represent unadjusted annual returns (i) . The figures on the right are adjusted for inflation (g) using the following formula: Adjusted return = (1 + i) / (1 + g) − 1 Faced with...