The Standard & Poorâ€™s 500, an index representing U.S. stocks, returned 125.4% in the five years ended June 30, 2021, making it the No. 1 performer of this diverse group of 13 types of securities investments. A distant second was the 74.9% return on a global index of stocks excluding the U.S.
Below is the same data, the five-year returns on the same 13 indexes, for each of the past four years ended June 30.
Remarkably, U.S. stocks were not just No. 1 for the five years ended June 30, 2021, but they were the No. 1 performer for the past five five-year periods ended June 30, 2020, 2019, 2018, and 2017!
Coming out of the first pandemic in a century, the future is uncertain, and past performance is no indication of your future investment results, but the persistent leadership of U.S. stocks is an important trend driven by financial economic conditions.
This is one of the highlights in a detailed quarterly report we will send you free upon request.
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