0 max gain 297 282 267 252 237 222 208 201 199 197

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6.0% Max Gain 29.7% 28.2% 26.7% 25.2% 23.7% 22.2% 20.8% 20.1% 19.9% 19.7% 19.5% Max Loss -6.6% -5.4% -4.2% -3.0% -1.8% -0.6% N/A N/A N/A N/A N/A Average Loss -1.9% -1.2% -0.8% -1.6% -0.8% -0.6% N/A N/A N/A N/A N/A Average Gain 12.8% 12.0% 11.1% 10.2% 9.7% 9.1% 8.5% 7.9% 7.3% 6.7% 6.0% Negative Returns 7.3% 5.8% 3.5% 0.6% 0.4% 0.1% 0.0% 0.0% 0.0% 0.0% 0.0% Positive Returns 92.7% 94.2% 96.5% 99.4% 99.6% 99.9% 100.0% 100.0% 100.0% 100.0% 100.0% Beat Inflation 78.3% 78.4% 78.6% 78.4% 80.2% 81.9% 81.9% 81.9% 81.5% 80.8% 73.2% Analysis is based on 722 five year rolling returns using monthly intervals. Stocks: S&P 500 Total Return Index; Bonds: Ibbotson Associates Intermediate Term Government Bonds Index; Inflation: CPI-U Source: Wells Fargo Wealth Management Research; Morningstar EnCorr; Bureau of Labor Statistics % of Time Had… 11.7% 11.2% 10.7% 10.2% 9.6% 9.1% 8.5% 7.9% 7.3% 6.7% 6.0% 29.7% 28.2% 26.7% 25.2% 23.7% 22.2% 20.8% 20.1% 19.9% 19.7% 19.5% -6.6% -5.4% -4.2% -3.0% -1.8% -0.6% 0.0% 0.0% 0.0% 0.0% 0.0% Average Return Max Gain Max Loss
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98 Asset Performance Source: WMG Research; Morningstar Total Return Value of $100,000 invested in a portfolio similar to the S&P 500 $100,000 $94,437 $40,000 $50,000 $60,000 $70,000 $80,000 $90,000 $100,000 $110,000 January 1, 2000 September 30, 2010 Diversified Portfolio Value of $100,000 invested in a diversified portfolio (diversified across multiple asset classes) $100,000 $156,164 $0 $20,000 $40,000 $60,000 $80,000 $100,000 $120,000 $140,000 $160,000 $180,000 January 1, 2000 September 30, 2010 Decades of Returns S&P 500 - Cumulative Total Returns -0.5% 140.5% 486.5% 112.1% 76.7% 403.7% 432.4% -9.1% 30's 40's 50's 60's 70's 80's 90's 00's
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99 Asset Performance Source: WMG Research; Morningstar Trying to time the market may lead to missing out on higher returns Missing the Best Days in the Market S&P 500 Price Return 6.6% 3.2% 1.0% -0.9% -2.7% -4.3% Remaining Fully Invested Missing the 10 Best Days Missing the 20 Best Days Missing the 30 Best Days Missing the 40 Best Days Missing the 50 Best Days 1/1989 - 5/2010
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100 Regional Data Source: SF Bay Area Metropolitan Transportation Commission Toll Bridge Traffic San Francisco Bay Area Annual 1998 - 2007 0 20 40 60 80 100 120 140 160 Antioch Benicia- Martinez Carquinez Dumbarton Golden Gate Richmond- San Rafael San Francisco- Oakland Bay San Mateo- Hayward
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101 Regional Data Source: SF Bay Area Metropolitan Transportation Commission Public Transit Ridership San Francisco Bay Area Annual 1998 - 2007 0 50 100 150 200 250 AC Transit BART Caltrain Golden Gate Transit Muni Other Operators SamTrans Valley Transportation Authority
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102 Regional Data Source: SF Bay Area Metropolitan Transportation Commission Carpool Peak-Hour Highway Traffic San Francisco Bay Area 9500 10000 10500 11000 11500 12000 12500 13000 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007
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103 Disclosures Wells Fargo Wealth Management provides products and services through Wells Fargo Bank, N.A. and Wachovia Bank, N.A. and their various affiliates and subsidiaries. The information and opinions in this report were prepared by the investment management division within Wells Fargo Wealth Management. Information and opinions have been obtained or derived from sources we consider reliable, but we cannot guarantee their accuracy or completeness. Opinions represent Wells Fargo Wealth’s opinion as of the date of this report and are for general information purposes only. Wells Fargo Wealth does not undertake to advise you of any change in its opinions or the information contained in this report. Wells Fargo & Company affiliates may issue reports or have opinions that are inconsistent with, and reach different conclusions from, this report.
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  • Winter '10
  • Acharya,Kandarp
  • Inflation, 1920, 1922, 1918, 1925, Stock market index

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