Investing for the long term
Since 1971, the average annual return of the S&P 500® Index has been 11.76%.
Stock returns may be volatile at times but, based on our research, stocks remain many investors’ most attractive option for generating capital appreciation.
Source: Morningstar. Dec. 2011
Chart is for illustrative purposes only. The performance quoted represents past performance and does not guarantee future results.
During the last 40 years, the S&P 500 Index has experienced only nine instances in which yearly calendar returns failed to finish in positive territory.
In fact, the index experienced an equal number of years (nine) during the 40-year period ended 2011 in which it advanced in the 0–15% range, and 21 instances in which annual returns exceeded 15%. (Source: Morningstar, Dec. 2011)
When positioning your client's portfolio, it is important to keep these types of of long-term figures in mind as markets move from day to day. Whether saving for retirement, educational expenses, or any other long-term goal, stocks, though volatile, have historically provided a strong path toward long-term capital growth.
To learn more about these potential benefits and to see if investing in stocks may be suitable for you, contact your financial advisor today.
Carefully consider the Funds' investment objectives, risk factors, charges, and expenses before investing. This and other information can be found in the Funds' prospectuses and, if available, their summary prospectuses, which may be obtained by visiting the fund literature page or calling 800 523-1918877 693-3546. Investors should read the prospectus and, if available, the summary prospectus carefully before investing.
Investing involves risk, including the possible loss of principal.
The S&P 500 Index measures the performance of 500 mostly large-cap stocks weighted by market value, and is often used to represent performance of the U.S. stock market.
Indices are unmanaged and one cannot invest directly in an index.
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Investment ideas
Delaware Investments solutions
Consider the following Funds that focus on large-capitalization stocks:
- Delaware Focus Global Growth Fund — invests primarily in common stocks of U.S. and non-U.S. companies which may include companies located or operating in developed or emerging markets.
- Delaware Value® Fund — a focused (typically holds only 33 companies) large-cap U.S. value fund.
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