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 1949 to 2023.
Stocks and Holding Periods
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.
Stocks and Holding Periods calculator is also available in French.
Financial advisors can gain a strategic advantage by sharing historical perspective calculators with their clients. These tools provide valuable insights into how securities and markets have responded to various factors over time, enabling clients to make more informed investment decisions. By offering such calculators, advisors demonstrate their commitment to transparency and education, fostering trust and credibility in their client relationships.
Stocks and Holding Periods
Calculators are available in English and French.
Stocks and Holding Periods Tools
Stocks and Holding Periods historical perspective calculators serve as powerful collaborative tools during client meetings. They allow advisors to illustrate complex market concepts in a visual and interactive manner, making it easier for clients to understand long-term trends and potential outcomes. This approach not only enhances client engagement but also facilitates more productive discussions about risk tolerance, asset allocation, and long-term financial goals. By leveraging these calculators, advisors can differentiate themselves in a competitive market while empowering their clients to participate more actively in the financial planning process.
The Stock and Holding Periods calculator helps 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
The calculators can be viewed for free up to five (5) times on this site.
To use the full-featured versions of these calculators in FreshPlan, please contact us.
Companion Infographic
This companion Holding Periods and Volatility infographic illustrates the impact has on volatility and how longer holding periods reduce the range of best and worst returns on stocks. This infographic works well as a companion piece with this calculator.
Features
Consumer-facing
These consumer-facing financial calculators are accessible and 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.