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What a difference a decade makes

• Posted by Dejan Pekic BCom DipFP CFP GAICD, Senior Financial Planner

Vanguard have published their Index Chart for asset class returns to 30 June 2025.

For comparison we reviewed the asset class returns to 30 June 2015.

A decade ago it was Australian listed companies that delivered the best 30 year performance number but now it is US listed companies who have delivered the best performance number over 30 years.

More interestingly is the 10 year growth asset return numbers which delivered 6% to 7% per annum to 30 June 2015 while for the 10 years to 30 June 2025 growth assets returns are 8% to 15% per annum.

This has been a material increase in growth asset returns and the reason must lie with the combination of low interest rates and proliferation of software/AI focused businesses.

Click for charts.

Will it continue, sadly no.

Expect an asset price correction or crash, this is guaranteed to happen which is why remaining invested according to our appetite for volatility is most important and when (not if) fear and panic next take hold, react by buying more quality assets at discounted prices.

Our business is based on referrals, so if you have family, friends or colleagues that want advice please ask them to contact us.

At Newealth we are always looking to support and promote our clients wherever possible and if you have any ideas or comments, please feel free to email me or to call me on +61 2 9267 2322.