2022 Stock and Bond Returns in a 97-Year Perspective – ValueWalk Premium

2022 Stock and Bond Returns in a 97-Year Perspective

This past year was disappointing for stock and bond investors. The real (inflation-adjusted) 25% loss in stocks was in the bottom decile and the real 20.3% bond loss is the worst in the past 97 years. Greater losses lie ahead.

Q4 2022 hedge fund letters, conferences and more

The two histograms and the table below provide perspectives on stock and bond performance in 2022.

Stocks, as measured by the S&P 500, lost 18.6% which is a 25% real (inflation adjusted) loss, placing 2022 in the bottom decile of stock returns over the past 97 years:

Bonds, as measured by the Vanguard Total Bond Index, lost 13.7%. This is -20.3% inflation adjusted, making it the worst annual bond return in the past 97 years.

Read the full article here by , Advisor Perspectives.


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