Andy Matthews is an Authorised Rep 288742 and Credit Rep 403608 of Sensible Super Pty Ltd ABN 81 603 346 881, Authorised Rep 1243004 and Credit Rep 488535 of FYG Planners Pty Ltd
ABN 55 094 972 540, AFSL/ACL 224543, and provides advice on aged care, investments, superannuation and insurance.
Office is located at 52 French Street, Maroubra NSW 2035.
Phone 0402 466 640. email andy[at]sensiblesuper.com.au
Coronavirus Article #4 (from Dimensional Fund Advisors)
US Equity Returns Following Past Downturns
Mar 18, 2020
Sudden market downturns can be unsettling. Sticking with your plan helps put you in the best position to capture a recovery.
A broad market index tracking data since 1926 in the US shows that stocks have generally delivered strong returns over one-year, three-year, and five-year periods following steep declines.
Fama/French Total US Market Research Index Returns
July 1926-December 2019
Past performance is no guarantee of future results.
Eugene Fama and Ken French are members of the Board of Directors of the general partner of, and provide consulting services to, Dimensional Fund Advisors LP. Short-term performance results should be considered in connection with longer-term performance results. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio.
Investing risks include loss of principal and fluctuating value. There is no guarantee an investment strategy will be successful.
The issuer of this material is DFA Australia Limited (AFS Licence No.238093, ABN 46 065 937 671). This material is provided for information only. No account has been taken of the objectives, financial situation, or needs of any particular person. Accordingly, to the extent this material constitutes general financial product advice, investors should, before acting on the advice, consider the appropriateness of the advice, having regard to the investor’s objectives, financial situation, and needs. This is not an offer or recommendation to buy or sell securities or other financial products, nor a solicitation for deposits or other business, whether directly or indirectly. Any opinions expressed in this publication reflect our judgment at the date of publication and are subject to change.