While short-term downturns occur in the markets, the long-term trend has been firmly upward. This Stocks and Holding Period calculator illustrates the 1, 5, 10 and 20 year trailing returns for the S&P/TSX Total Return Index for the 75 year period from 1947 to 2021.

See how longer holding periods reduce the range of best and worst returns on stocks.

Historically, there is greater volatility when looking at the one year trailing returns graph (or one month in the companion calculator). However, the number of negative return periods drops off dramatically after three years. For example, there are only 15 negative holding periods for 5 year periods and none for the 10 and 20 year periods. This Stocks and Holding periods calculator offers a historical perspective to risk and returns.
Historical perspective calculators help to provide insight into how a security or market has reacted to a variety of different variables.

Historical perspective calculators help to provide insight into how a security or market has reacted to a variety of different variables. Companion calculators include:

• Staying Invested
• Diversify and Protect
• Time to Recover
• Rate of Return Odds
• Stock, Bonds and Cash

Consumer-facing
These consumer-facing financial calculators can be embedded in your web site quickly and easily.

Responsive
Calculators are easy-to-use and fully responsive on any device – phone, tablet, laptop or desktop.

Full Branding
Calculators can be fully branded according to your branding style guide. You’ll be up and running with a quick turnaround.

The calculator can be viewed for free up to five (5) times.
To use the full-featured versions of these calculators in FreshPlan, please contact us.