Historical Annual Returns For Various Investment Options
December 31, 1998
Stocks
Standard and Poor's 500 Index (with dividends reinvested):
- 25 years — 16.59%
- 10 years — 19.21%
- 5 years — 24.06%
Wilshire 4500 Equity Index (small cap stocks):
- 10 years — 12.92%
- 5 years — 15.76%
Bonds
Lehman Brothers Aggregate Taxable Bond Index:
- 25 years — 9.57%
- 10 years — 9.26%
- 5 years — 7.27%
Lehman Brothers Municipal Bond Index:
- 10 years — 8.22%
- 5 years — 6.23%
Government T-Bills
Salomon Brothers 3-Month U.S. Treasury Bill Index:
- 10 years — 5.17%
- 5 years — 5.22%
Mutual Funds
(Source: Lipper Analytical Services, Inc.)
Growth Funds
- 10 years — 16.28%
- 5 years — 18.63%
Small Company Growth Funds
- 10 years — 15.45%
- 5 years — 13.72%