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   Research Brief: 10-Year Market Return Forecasts

Midwest prepares ten-year U.S. equity and fixed income market return forecasts using historical data and current valuations. They are calculated in an unbiased manner to help clients set realistic objectives, focus on the long-term, and control expenses.

Market Return Forecast

Notes: Returns are prior to fees, expenses, and taxes. Midwest uses these estimates as base rates only, and does not make any claim to their accuracy. Future returns may be notably different than past experience or forecasts. The firm cannot in any way be responsible for actual or opportunity losses that an investor may incur through their use.
Forecast Methodology: Equity forecast is based on historical U.S. equity market returns and the assumption that earnings growth, price-to-earnings ratio, and inflation will revert to the mean over the next ten years. Fixed Income forecast is based on current U.S. bond market yield-to-maturity and the assumption that yields will revert to the mean over the next ten years.
Data Sources: Historical data source is Ibbotson Associates SBBI. Equity is represented by Large Company Stock Index and Fixed Income is represented by combination of 50% Long-Term Corporate Bond Index and 50% Intermediate-Term Government Bond Index. Ibbotson Associates SBBI, Additional data sources include Barclays Capital Global Family of Indices, Standard & Poor’s, and Midwest Asset Management, Inc.

8383 Greenway Blvd., Suite 600   •   Middleton, WI 53562   •   (608) 273-2900   •   contact@quantmanagement.com

Past performance does not guarantee future success. All investments are subject to risks, including the possible loss of principal. You should consider Midwest based on the suitability of its investment strategies in relation to your objectives and risk tolerance. By using this website, you acknowledge that you have read and accepted Midwest's Terms of Use.

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