Page 13 - Advice Matters Magazine - FWP - Dec 24

2024 Vanguard Index Chart

Market returns – 1 July 1994 to 30 June 2024

1994 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 2024
KEATING HOWARD RUDD GILLARD RUDD ABBOTT TURNBULL MORRISON ALBANESE Australian Prime Ministers
CLINTON BUSH OBAMA TRUMP BIDEN U.S. Presidents
U.S. Shares
$200K Asian currency crisis Terrorist attack in U.S. Second Iraq war First stimulus package Second stimulus package Australia’s population 26,990,000 $237,318 | 11.1% p.a.
Republic referendum GST introduced Facebook float Vanguard Australia’s 20th anniversary COVID-19 outbreak
Netscape Navigator launched – the internet goes public U.S. subprime crisis Gulf of Mexico oil spill Brexit Vanguard Personal Investor launch
Australian Shares
Australia's population 17,805,000 ASX float Dot.com bubble burst GFC Tsunami hits Japan Vanguard Super launch $135,165
Bali bombing Boxing Day tsunami Lehman Brothers collapse Vanguard’s 40th anniversary War in Ukraine | 9.1% p.a.
International Shares
$100K $105,082 | 8.2% p.a.
Australian Listed Property
$94,587 | 7.8% p.a.

Australian Bonds
$50K
$51,797 | 5.6% p.a.
RECESSION 9 $34,552 | 4.2% p.a.
Cash

LOGARITHMIC SCALE Growth of $10,000 CPI | 2.7% p.a.

$22,428

with no acquisition
costs or taxes and all
income reinvested.
Returns U.S. Shares 2 24.1 5 Years 10 Years 20 Years 30 Years
1 Year
16.2
10.5
16.8
11.1
% per annum Australian Shares 3 12.5 7.6 8.3 8.6 9.1
International Shares 4 19.9 13.0 13.1 8.4 8.2
Australian Listed Property 5 24.6 4.4 8.9 5.6 7.8
$10K As at Australian Bonds 6 3.7 -0.6 2.2 4.3 5.6
1.9
1.6
4.2
3.4
4.4
Cash
7
30 June 2024 1 CPI 8 3.8 3.9 2.7 2.8 2.7
1.25
1.00 U.S. dollar
0.75
20%
15% 15
RBA cuts interest rate 6 times from 7.25% to 3.00% RBA hikes interest rate 13 times from 0.10% to 4.35% 10 Interest rate 11
10
Inflation 10 5 0 5 0
Average weekly Average weekly Average weekly Average weekly Average weekly Average weekly Average weekly
earnings $611 earnings $771 earnings $980 earnings $1,242 earnings $1,483 earnings $1,714 earnings $1,889
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Sources: Australian Bureau of Statistics, Bloomberg Finance L.P., Melbourne Institute of Applied Economic & Social Research, MSCI Inc., Standard & Poor’s, WM Reuters. Notes: 1. Per annum total returns to 30 June 2024. 2. S&P 500 Total Return Index (in AUD). 3. S&P/ASX All Ordinaries Total Return Index. 4. MSCI World ex-Australia Net Total Return Index AUD Index. 5. S&P/ASX 200 A-REIT Total Return Index. 6. © Copyright 2024 Andex Charts Pty Ltd. Reproduction either in
Bloomberg AusBond Composite 0+ Yr Index. 7. Bloomberg AusBond Bank Bill Index. 8. ABS Consumer Price Index. 9. Recessions as defined by the Melbourne Institute of Applied Economic and Social Research. 10. Annualised Rate of Inflation. 11. Interest Rate is the Reserve Bank of Australia’s Official Cash Rate. All figures are in Australian dollars. All marks are the exclusive property of their respective owners. prohibited without the written permission of Andex Charts Pty Ltd
Disclaimer: This publication contains factual information only that is of a general nature. It does not contain financial product advice. We have not taken your objectives, financial situation or needs into account when preparing the information so it may not be applicable to your circumstances. Vanguard Investments Australia Ltd (ABN 72 072 881 086 AFSL 227263) recommends that, before you make any financial
decision about whether to invest in any financial product, you seek professional advice from a suitably qualified adviser. Past performance information is given for illustrative purposes only and should not be relied upon as, and is not, an indication of future performance. This publication was prepared in good faith and we accept no liability for any errors or omissions. © 2024 Vanguard Investments Australia Ltd. All
rights reserved. Vanguard Investments Australia Ltd pays a subscription fee to Andex Charts Pty Ltd.
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