Are You up to Date with These MUST Know Statistics About Invest
-
Are You Looking for the Latest Investing Statistics? Discover Why 75% Of Financial Advisers Recommend Non-wrap Mutual Funds & 23 More Vital Statistics You Should Know About in 2023. Get All the Information You Need Here!
What You’ll Learn in This Article:
- 1. Active vs. Passive Funds
- 2. Management Fees
- 3. Minimal Stock Falls
- 4. Discussing Investments
- 5. Rising Stock
- 6. The G20
- 7. Personal Savings Rate
- 8. Monthly Personal Savings
- 9. COVID-19 Affects Millenial Saving
- 10. COVID-19 Also Affects Gen X Savings
- 11. The Boomers Are in a Better Situation
- 12. Gen X Turning to Retirement Savings
- 13. New York Stock Exchange
- 14. The Impact of COVID-19
- 15. Increase In Capitalisation
- 16. Non-Wrap Mutual Funds
- 17. The Best Mutual Fund Group in the World
- 18. Market Capitalisation
- 19. Stock Market Declines
- 20. Stock Market Corrections
- 21. The Information Technology Sector Leads
- 22. Automated Stock Market
- 23. Share Repurchases
- 24. Average S&P 500 Returns
Making the right investment decisions could lead you to incredible financial freedom! So here are the most important investing statistics you need to succeed.
Whether you’re looking to invest or are a regular in the market, it’s vital to stay on top of the game.
Don’t worry. We’ve got your back.
Let’s take a look at the 24 investment statistics that you need to know in 2023.
1. Active vs. Passive Funds
90% of actively managed funds underperformed passive funds.
Investing in a fund that’ll actively try and outperform the market by purchasing securities is risky,
Because you’re playing against someone who knows what they’re doing, which, 90% of the time, won’t work out for the investor!
2. Management Fees
The average person who invests in the stock market pays a management fee of 0.75%.
If that number is compounded over 30 years, it will result in about 20% less money when retirement hits.
3. Minimal Stock Falls
40% of stocks fell at least 70% since 1980.
A lot of people are scared to invest because they fear stock plummeting.
Investing isn’t a guaranteed win, but the odds are in your favour, with only 40% of stocks falling by at least 70%.
4. Discussing Investments
Parents, at least 61% of them, prefer discussing investments with their advisers, instead of with their adult children.
Investing is a personal decision, but having someone who understands the market can help you make life-changing decisions.
5. Rising Stock
Stocks have risen 1,100-fold over the past 70 years, skyrocketing to new heights.
Investing in stocks, especially over a long period, can be an incredibly lucrative business.
6. The G20
The 20-member nations of the G20 account for 86% of the global GDP1.
Investing in stocks from this group can give you a diversified portfolio with minimal risk!
7. Personal Savings Rate
In January 2020, the personal savings rate was only 7.6%.
As difficult as it is, one of the most important things that we can do is save money for retirement. Investing in stocks, bonds, and other securities will help increase this number!
8. Monthly Personal Savings
In January 2021, the amount of monthly personal savings was $3.30 trillion, which is lower than the $40 trillion it was in 2018. Investing now will help increase this number!