Market history
Give your clients valuable perspective on the markets with graphs and tables that show returns for various asset classes over the past 15 years, the income-eroding effects of inflation and the volatility-reducing benefits of a diversified portfolio.
Asset class performance
Growth of $10,000 by asset class
October 1, 2005 - September 30, 2021
Source: Morningstar Direct as of September 30, 2021. For illustration purposes only. Performance histories are not indicative of future performance. The index is unmanaged and cannot be purchased directly by investors.
Growth of $10,000 over the long term
S&P/TSX Composite Total Return Index
Source: Morningstar Direct as of September 30, 2021. For illustration purposes only. Performance histories are not indicative of future performance. The index is unmanaged and cannot be purchased directly by investors.
Tip
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Periods of crises are often followed by periods of market gain
S&P/TSX Composite Total Return Index 
Source: Morningstar Direct as of September 30, 2021. For illustration purposes only. Performance histories are not indicative of future performance. The index is unmanaged and cannot be purchased directly by investors. Periods of market crises highlighted on the chart above are not representative of Morningstar Direct.
Historical summary of inflation
Consumer Price Index for Canada 1971–2021
| Year | All items (2002=100) ($) | Change from previous year (%) |
|---|---|---|
| 1971 | 20.9 | 3.0 |
| 1972 | 21.9 | 4.8 |
| 1973 | 23.6 | 7.8 |
| 1974 | 26.2 | 11.0 |
| 1975 | 29.0 | 10.7 |
| 1976 | 31.1 | 7.2 |
| 1977 | 33.6 | 8.0 |
| 1978 | 36.6 | 8.9 |
| 1979 | 40.0 | 9.3 |
| 1980 | 44.0 | 10.0 |
| 1981 | 49.5 | 12.5 |
| 1982 | 54.9 | 10.9 |
| 1983 | 58.1 | 5.8 |
| 1984 | 60.6 | 4.3 |
| 1985 | 63.0 | 4.0 |
| 1986 | 65.6 | 4.1 |
| 1987 | 68.5 | 4.4 |
| 1988 | 71.2 | 3.9 |
| 1989 | 74.8 | 5.1 |
| 1990 | 78.4 | 4.8 |
| 1991 | 82.8 | 5.6 |
| 1992 | 84.0 | 1.4 |
| 1993 | 85.6 | 1.9 |
| 1994 | 85.7 | 0.1 |
| 1995 | 87.8 | 1.7 |
| 1996 | 89.7 | 2.2 |
| 1997 | 90.4 | 0.8 |
| 1998 | 91.3 | 1.0 |
| 1999 | 93.7 | 2.6 |
| 2000 | 96.7 | 3.2 |
| 2001 | 97.4 | 0.7 |
| 2002 | 101.1 | 3.8 |
| 2003 | 103.2 | 2.1 |
| 2004 | 105.4 | 2.1 |
| 2005 | 107.6 | 2.1 |
| 2006 | 109.4 | 1.7 |
| 2007 | 112.0 | 2.4 |
| 2008 | 113.3 | 1.2 |
| 2009 | 114.8 | 1.3 |
| 2010 | 117.5 | 2.4 |
| 2011 | 120.2 | 2.3 |
| 2012 | 121.2 | 0.8 |
| 2013 | 122.7 | 1.2 |
| 2014 | 124.5 | 1.5 |
| 2015 | 126.5 | 1.6 |
| 2016 | 128.4 | 1.5 |
| 2017 | 130.8 | 1.9 |
| 2018 | 133.4 | 2.0 |
| 2019 | 136.4 | 2.2 |
| 2020 | 137.0 | 0.4 |
| 20211 | 140.8 | 2.7 |
Source: Statistics Canada, Table 18-10-0004-01 Consumer Price Index, monthly, not seasonally adjusted, historical summary (1971-2021).
Note: Annual average indexes are obtained by averaging the monthly CPI index for the 12 months of the calendar year.
1Average monthly rate from January to September 30, 2021.
Did you know?
To keep things in perspective, 5% inflation in Canada is still relatively low compared to 40 years ago when it topped 12.78% in October, 1981.
Tip
To beat inflation over the long term, investments must have a higher rate of return than what is being eroded away by inflation.
It pays to diversify
How a portfolio is diversified can be one of the greatest determinants of overall investment performance. With such market unpredictability, a well diversified portfolio can be the best investment strategy.
Source: Morningstar Direct as of September 30, 2021. For illustration purposes only. Performance histories are not indicative of future performance. The index is unmanaged and cannot be purchased directly by investors.