Miss The Ten Best Days To Outperform? Good Luck

Rupert Hargreaves

Published onJuly 1, 2018

In its 2015 "Guide to Retirement," JP Morgan Asset Management crunched the numbers on what can happen to investor returns if investors miss out on the market's ten best days.

The researchers found that, by missing just a few of the best trading days in the market over an extended period, long-term returns collapse.

Specifically, if an investor stayed fully invested in the S&P 500 from 1995 through 2014, they would have had a 9.85% annualized return.

However, if they had missed just the ten best days during that period, annualized returns would collapse to 6.1%. Over the long-term, this 3.8% performance gap would cost an investor $32,788 on the performance of $10,000 invested between January 3, 1995, and December 31,...

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Rupert Hargreaves

Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for Hedge Fund Alpha

Miss The Ten Best Days To Outperform? Good Luck

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