Real accumulation from investing $1/year
at the beginning of each year |
Real accumulation from one-time
investment of $1 |
|||||||||||
Small | Large | Corp | Small | Large | Corp | |||||||
n | mean | min | mean | min | mean | min | mean | min | mean | min | mean | min |
1 | 1.14 | 0.41 | 1.10 | 0.63 | 1.03 | 0.85 | 1.14 | 0.41 | 1.10 | 0.63 | 1.03 | 0.85 |
2 | 2.46 | 0.92 | 2.29 | 1.13 | 2.09 | 1.60 | 1.31 | 0.32 | 1.20 | 0.50 | 1.06 | 0.73 |
3 | 3.94 | 1.10 | 3.58 | 1.58 | 3.18 | 2.27 | 1.49 | 0.18 | 1.29 | 0.46 | 1.09 | 0.66 |
4 | 5.60 | 1.35 | 4.93 | 2.25 | 4.31 | 2.91 | 1.67 | 0.19 | 1.38 | 0.47 | 1.13 | 0.61 |
5 | 7.49 | 1.66 | 6.38 | 3.06 | 5.46 | 3.54 | 1.85 | 0.26 | 1.48 | 0.61 | 1.16 | 0.58 |
6 | 9.58 | 1.98 | 7.98 | 3.62 | 6.65 | 4.20 | 2.02 | 0.29 | 1.59 | 0.56 | 1.20 | 0.66 |
7 | 11.93 | 3.14 | 9.77 | 4.21 | 7.86 | 4.90 | 2.23 | 0.34 | 1.73 | 0.59 | 1.23 | 0.67 |
8 | 14.52 | 3.86 | 11.72 | 4.92 | 9.07 | 5.51 | 2.45 | 0.53 | 1.88 | 0.71 | 1.26 | 0.61 |
9 | 17.26 | 4.45 | 13.78 | 5.53 | 10.29 | 6.07 | 2.68 | 0.50 | 2.04 | 0.62 | 1.29 | 0.56 |
10 | 20.29 | 5.28 | 16.05 | 6.21 | 11.52 | 6.66 | 2.97 | 0.68 | 2.21 | 0.68 | 1.31 | 0.59 |
11 | 23.62 | 6.28 | 18.45 | 7.00 | 12.75 | 7.28 | 3.31 | 0.68 | 2.40 | 0.75 | 1.33 | 0.63 |
12 | 27.18 | 7.51 | 20.98 | 7.95 | 13.98 | 7.99 | 3.73 | 0.64 | 2.60 | 0.79 | 1.36 | 0.67 |
13 | 31.63 | 8.58 | 23.91 | 8.80 | 15.23 | 8.60 | 4.24 | 0.53 | 2.83 | 0.77 | 1.37 | 0.61 |
14 | 36.55 | 9.97 | 26.99 | 9.88 | 16.46 | 9.20 | 4.72 | 0.71 | 3.04 | 0.82 | 1.38 | 0.60 |
15 | 41.97 | 11.31 | 30.32 | 10.94 | 17.66 | 9.75 | 5.17 | 0.94 | 3.26 | 0.92 | 1.37 | 0.55 |
16 | 47.97 | 12.83 | 33.96 | 12.12 | 18.85 | 10.29 | 5.63 | 0.96 | 3.48 | 0.85 | 1.36 | 0.54 |
17 | 54.77 | 15.31 | 37.97 | 13.78 | 20.03 | 10.81 | 6.28 | 1.26 | 3.73 | 0.94 | 1.33 | 0.52 |
18 | 62.35 | 17.36 | 42.31 | 15.21 | 21.22 | 11.35 | 7.05 | 2.05 | 4.03 | 1.09 | 1.30 | 0.54 |
19 | 70.48 | 19.45 | 46.91 | 16.70 | 22.40 | 11.89 | 7.88 | 2.08 | 4.30 | 1.20 | 1.29 | 0.54 |
20 | 79.03 | 21.94 | 51.75 | 18.64 | 23.55 | 12.47 | 8.65 | 2.17 | 4.57 | 1.18 | 1.28 | 0.58 |
21 | 87.50 | 25.98 | 56.75 | 21.07 | 24.69 | 13.08 | 9.45 | 2.65 | 4.86 | 1.38 | 1.27 | 0.60 |
22 | 97.72 | 29.72 | 62.38 | 22.54 | 25.91 | 13.73 | 10.42 | 2.01 | 5.21 | 1.48 | 1.27 | 0.65 |
23 | 109.44 | 33.55 | 68.50 | 24.17 | 27.20 | 14.36 | 11.59 | 2.61 | 5.58 | 1.63 | 1.27 | 0.63 |
24 | 122.62 | 37.44 | 75.05 | 26.46 | 28.48 | 14.97 | 12.75 | 3.39 | 5.91 | 1.90 | 1.27 | 0.61 |
25 | 136.96 | 42.55 | 81.89 | 28.45 | 29.74 | 15.61 | 14.05 | 3.36 | 6.24 | 1.99 | 1.27 | 0.64 |
26 | 152.84 | 48.78 | 89.05 | 30.51 | 31.04 | 16.19 | 16.02 | 4.00 | 6.67 | 2.06 | 1.28 | 0.58 |
27 | 170.99 | 54.72 | 96.59 | 33.20 | 32.40 | 16.78 | 18.03 | 5.20 | 7.13 | 2.40 | 1.29 | 0.58 |
28 | 191.17 | 60.22 | 104.46 | 37.33 | 33.77 | 17.39 | 19.75 | 5.50 | 7.58 | 2.80 | 1.29 | 0.62 |
29 | 213.99 | 64.33 | 113.08 | 41.40 | 35.12 | 18.03 | 21.70 | 4.11 | 8.13 | 2.90 | 1.29 | 0.62 |
30 | 237.62 | 71.31 | 121.39 | 46.18 | 36.44 | 18.68 | 24.01 | 5.87 | 8.68 | 3.59 | 1.30 | 0.63 |
31 | 262.67 | 81.82 | 129.39 | 51.77 | 37.78 | 19.28 | 26.01 | 8.82 | 9.17 | 4.01 | 1.30 | 0.60 |
32 | 290.12 | 101.02 | 137.90 | 58.73 | 39.22 | 19.85 | 27.94 | 9.68 | 9.69 | 4.36 | 1.32 | 0.58 |
33 | 322.77 | 126.39 | 147.89 | 67.15 | 40.65 | 20.46 | 31.27 | 11.72 | 10.41 | 4.50 | 1.34 | 0.61 |
34 | 356.27 | 147.44 | 157.14 | 75.80 | 42.15 | 21.08 | 35.04 | 11.05 | 11.08 | 5.40 | 1.36 | 0.61 |
35 | 393.76 | 167.22 | 166.64 | 84.19 | 43.72 | 21.63 | 39.69 | 13.44 | 11.76 | 5.59 | 1.39 | 0.52 |
36 | 438.28 | 187.15 | 177.10 | 90.71 | 45.26 | 22.10 | 45.23 | 16.40 | 12.49 | 6.20 | 1.41 | 0.47 |
37 | 484.33 | 214.39 | 186.74 | 99.42 | 46.78 | 22.59 | 49.22 | 15.55 | 13.21 | 7.41 | 1.42 | 0.48 |
38 | 536.57 | 225.48 | 198.34 | 109.63 | 48.25 | 23.08 | 52.18 | 11.09 | 14.16 | 6.07 | 1.43 | 0.50 |
39 | 591.04 | 243.54 | 209.41 | 122.09 | 49.73 | 23.58 | 55.95 | 15.84 | 15.10 | 7.79 | 1.43 | 0.49 |
40 | 647.86 | 268.13 | 220.04 | 135.81 | 51.17 | 24.04 | 60.66 | 23.78 | 16.01 | 9.20 | 1.43 | 0.46 |
41 | 701.82 | 298.07 | 230.36 | 146.87 | 52.67 | 24.47 | 64.95 | 27.93 | 16.83 | 8.00 | 1.43 | 0.43 |
42 | 765.68 | 370.40 | 243.65 | 156.75 | 54.23 | 24.92 | 70.26 | 26.25 | 17.91 | 7.82 | 1.43 | 0.44 |
43 | 813.94 | 419.17 | 255.82 | 166.64 | 55.95 | 25.38 | 76.26 | 29.58 | 19.07 | 8.17 | 1.44 | 0.46 |
44 | 854.36 | 457.99 | 268.51 | 179.98 | 57.76 | 25.89 | 84.28 | 29.87 | 20.38 | 9.63 | 1.45 | 0.51 |
45 | 925.96 | 487.02 | 285.04 | 188.38 | 59.84 | 26.40 | 93.73 | 18.97 | 21.73 | 8.40 | 1.47 | 0.51 |
46 | 1021.76 | 530.49 | 303.69 | 199.50 | 61.80 | 26.93 | 104.27 | 13.54 | 23.23 | 7.99 | 1.47 | 0.53 |
47 | 1126.10 | 549.59 | 322.57 | 215.44 | 63.68 | 27.50 | 115.13 | 19.10 | 24.64 | 10.24 | 1.47 | 0.57 |
48 | 1247.48 | 573.40 | 340.56 | 230.85 | 65.53 | 28.13 | 128.98 | 23.81 | 26.00 | 11.51 | 1.46 | 0.63 |
49 | 1407.98 | 597.64 | 365.09 | 254.45 | 67.60 | 28.83 | 143.38 | 24.24 | 27.45 | 10.52 | 1.47 | 0.70 |
50 | 1603.62 | 854.85 | 398.15 | 278.60 | 70.06 | 29.69 | 160.41 | 34.61 | 28.93 | 10.28 | 1.48 | 0.86 |
Calculated by author, based on 1926-1997
data in Ibbotson Yearbook, 1998.