- Vanguard: Investors expect returns of 7.2%, which is higher than Vanguard's forecast of 4.2–6.2%.
- Charles Schwab: Expects U.S. large-company stocks to return 6.2% annually and international large-company stocks to return 7.6% annually.
- Research Affiliates: Expects U.S. large caps to return 4% annually, but small-cap stocks to return 7.2% annually.
- Finimize: Expects S&P 500 returns to be in the 3–6% range.
- Goelzer Investment Management: Expects S&P 500 returns to be in the 4–5.3% range.
以上是各大公司对下10年股市回报率的预测。
Highlights: Nominal median U.S. equity market return of 4.2% to 6.2% during the next decade; 4.8%–5.8% median expected return for U.S. fixed income (as of Sept. 30, 2023). Vanguard's latest U.S. equity market return forecast is a touch below where it was a year ago. (The firm presents its forecasts in a range.)
