Dimensional Perspectives

Stock market slides over a few days or months may lead investors to anticipate a down year. But a broad Australian market index had positive returns in 15 of the past 19 calendar years, despite some notable dips in many of those years.

Volatility is a normal part of investing. Tumbles may be scary, but they shouldn’t be surprising. A long-term focus can help investors keep perspective.

Previous Post
Next Post

Past performance is no guarantee of future results. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio.

In Australian dollars.

Australian Market is measured by the S&P/ASX 300 Index (total return). Largest Intra-Year Gain refers to the largest market increase from trough to peak during the year. Largest Intra-Year Decline refers to the largest market decrease from peak to trough during the year. S&P/ASX data reproduced with the permission of S&P Index Services Australia.

Investing risks include loss of principal and fluctuating value. There is no guarantee an investment strategy will be successful.

This material is issued by DFA Australia Limited (AFS License No. 238093, ABN 46 065 937 671). This publication 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. Any opinions expressed in this material reflect our judgment at the date of publication and are subject to change.