Rate of Return – 101 40-year Periods of the S&P 500

A compilation of the ending values of $1 dollar invested for 40-year periods in stocks (S&P 500 indexed stocks), bonds (US Treasuries) and the inflation index (CPI – Consumer Price Index). The average rate of return for all 101 40-year periods combined is a 9.8% rate of return for stocks, 4.3 % return for bonds and a 3% rate of inflation, On this chart, you can verify the 17.4% rate of return for the period ended in 1999.