Tuesday, July 17, 2012

The answer is -2.18 percent per annum

The question is what is the annual rate of return with dividends fully re-invested and adjusted for inflation for the Standard and Poor's 500 Index for the full five years between May 2007 and May 2012.

For ten years through May it's +1.69 percent per annum.

For fifteen years through May it's +2.55 percent per annum.