Stocks, Bonds, Bills, and Inflation Data License · PDF fileData License brings an objective,...
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In 1976, Roger Ibbotson, then a professor at the University of Chicago, published his influential study analyzing the long-term returns of the principal asset classes in the U.S. economy. This study, known as Stocks, Bonds, Bills, and Inflation ® (SBBI ® ), provided historical returns dating back to 1926. This information proved useful to advisors and institutions, so shortly thereafter Ibbotson Associates was founded. Morningstar, with its acquisition of Ibbotson Associates, now offers this data, which has been enhanced to include additional benchmarks. Original Source Offers Unsurpassed Information SBBI data is known as the industry standard for complete, timely asset class information. It is the source for the Stocks, Bonds, Bills, and Inflation Yearbook and SBBI Select Charts, which are utilized by thousands of financial advisors and investment professionals. The SBBI Data License provides monthly total return data for 18 asset classes and, where applicable, the breakdown between capital appreciation and income. Historical View Boosts Marketing and Analysis With 80 years of asset class information, the SBBI Data License brings an objective, independent historical perspective to investor and advisor communications. Create materials that depict nearly any market condition—the widespread recognition of Ibbotson SBBI information ensures that most advisors will be familiar with the source. The unparalleled data history found in the SBBI Data also enables extensive market analysis. Information Adds Impact to Communications SBBI data is ideal for communicating market concepts to advisors and investors in newsletters, articles, and on Web sites, and for supporting internal research efforts. This data is also available in EnCorr ® —investment analysis software for developing, analyzing, and implementing optimal asset allocation strategies. Create images in EnCorr for a range of marketing and sales initiatives—from advertising and client education materials to brochures and advisor presentations. Availability Options Provide Flexibility The SBBI Data License is delivered monthly in a Microsoft Excel spreadsheet. The data—along with information on other investments—is also available in Morningstar’s EnCorr software. Learn More Contact us today to integrate SBBI data into your business operations. Call us at +1 888 736-0780 Visit us at http://global.morningstar.com/LicensedData Benchmarks since 1926 IA S&P 500 U.S. Small-Cap stocks U.S. Long-Term Government Bonds U.S. Long-Term Corporate Bonds Domestic High Yield Corporate Bonds U.S. Intermediate-Term Bonds U.S. Inflation U.S. 30-day Treasury Bill Benchmarks since 1969 IA Large-Cap Growth IA Large-Cap Value IA Mid-Cap Growth IA Mid-Cap Value IA Small-Cap Growth IA Small-Cap Value IA All-Cap Growth IA All-Cap Value Gold U.S. 1-year Treasury— Constant Maturity (since 1953) Data Points Total Return Capital Appreciation Income Return 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 1,000 100 10 $1 0.10 10,000.00 1925 1935 1945 1955 1965 1975 1985 1995 2006 Stocks, Bonds, Bills, and Inflation Chart Year end 1925–2006. Hypothetical value of $1 invested at year-end 1925. Assumes reinvestment of income and no transaction costs or taxes. Small company stocks $15,922 Ending Wealth Large company stocks $3,077 Government Bonds $72 Treasury Bills $19 Inflation $11 ©2007 Morningstar, Inc. All rights reserved. Morningstar and the Morningstar logo are either trademarks or service marks of Morningstar, Inc. All other marks are property of their respective owners. January 2007. Stocks, Bonds, Bills, and Inflation ® Data License
Transcript of Stocks, Bonds, Bills, and Inflation Data License · PDF fileData License brings an objective,...
In 1976, Roger Ibbotson, then a professor at the Universityof Chicago, published his influential study analyzing the long-term returns of the principal asset classes in theU.S. economy. This study, known as Stocks, Bonds, Bills, and Inflation® (SBBI®), provided historical returnsdating back to 1926. This information proved useful to advisors and institutions, so shortly thereafter IbbotsonAssociates was founded. Morningstar, with its acquisitionof Ibbotson Associates, now offers this data, which has been enhanced to include additional benchmarks.
Original Source Offers Unsurpassed InformationSBBI data is known as the industry standard for complete,timely asset class information. It is the source for the Stocks, Bonds, Bills, and Inflation Yearbook and SBBISelect Charts, which are utilized by thousands of financialadvisors and investment professionals.
The SBBI Data License provides monthly total return data for 18 asset classes and, where applicable, the breakdown between capital appreciation and income.
Historical View Boosts Marketing and AnalysisWith 80 years of asset class information, the SBBI Data License brings an objective, independent historicalperspective to investor and advisor communications.Create materials that depict nearly any marketcondition—the widespread recognition of Ibbotson
SBBI information ensures that most advisors will befamiliar with the source. The unparalleled data history found in the SBBI Data also enables extensivemarket analysis.
Information Adds Impact to CommunicationsSBBI data is ideal for communicating market concepts toadvisors and investors in newsletters, articles, and on Web sites, and for supporting internal research efforts.This data is also available in EnCorr®—investment analysis software for developing, analyzing, andimplementing optimal asset allocation strategies. Createimages in EnCorr for a range of marketing and sales initiatives—from advertising and client educationmaterials to brochures and advisor presentations.
Availability Options Provide FlexibilityThe SBBI Data License is delivered monthly in a MicrosoftExcel spreadsheet. The data—along with information on other investments—is also available in Morningstar’sEnCorr software.
Learn MoreContact us today to integrate SBBI data into yourbusiness operations.Call us at +1 888 736-0780 Visit us at http://global.morningstar.com/LicensedData
Benchmarks since 1926IA S&P 500U.S. Small-Cap stocksU.S. Long-Term Government BondsU.S. Long-Term Corporate BondsDomestic High Yield Corporate BondsU.S. Intermediate-Term BondsU.S. InflationU.S. 30-day Treasury Bill
Benchmarks since 1969IA Large-Cap GrowthIA Large-Cap ValueIA Mid-Cap GrowthIA Mid-Cap ValueIA Small-Cap GrowthIA Small-Cap Value IA All-Cap GrowthIA All-Cap ValueGoldU.S. 1-year Treasury—Constant Maturity (since 1953)
Data PointsTotal ReturnCapital AppreciationIncome Return
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
1,000
100
10
$1
0.10
10,000.00
1925 1935 1945 1955 1965 1975 1985 1995 2006
1,000
100
10
$1
0.10
10,000.00
1925 1935 1945 1955 1965 1975 1985 1995 2006
Stocks, Bonds, Bills, andInflation ChartYear end 1925–2006.
Hypothetical value of $1invested at year-end 1925.Assumes reinvestment of income and no transactioncosts or taxes.
Small company stocks$15,922
Ending Wealth
1,000
100
10
$1
0.10
10,000.00
1925 1935 1945 1955 1965 1975 1985 1995 2006
Large company stocks$3,077
1,000
100
10
$1
0.10
10,000.00
1925 1935 1945 1955 1965 1975 1985 1995 2006
Government Bonds$72
1,000
100
10
$1
0.10
10,000.00
1925 1935 1945 1955 1965 1975 1985 1995 2006
Treasury Bills$19
1,000
100
10
$1
0.10
10,000.00
1925 1935 1945 1955 1965 1975 1985 1995 2006
Inflation$11
©2007 Morningstar, Inc. All rights reserved. Morningstar and the Morningstar logo are either trademarks or service marks of Morningstar, Inc. All other marks are property of their respective owners. January 2007.
Stocks, Bonds, Bills, and Inflation®
Data License
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