No. of Recommendations: 7
Average annualized total returns, based on last closing price on 5/24/24, match management's claim that goal is to compound capital at 15%.
YTD 11.83%
1 Year 47.45%
3 Years 4.65%
5 Years 13.21%
7 Years 13.04%
10 Years 12.39%
15 Years 15.95%
30 Years 14.60%
40 Years 10.80% (nyse listing date: 12/29/83)
However, to achieve above was not easy. A lot of severe intermittent pain along the way! Note back to back -23 and -57 in 2007 and 2008. It's almost impossible to keep the faith as an outside investor. You can't be certain the company isn't going bankrupt. And more recently, -35 in 2022. Ouch!
2024 11.83 (YTD)
2023 28.60
2022 -35.30
2021 48.16
2020 8.73
2019 52.73
2018 -11.49
2017 34.19
2016 8.21
2015 -3.16
2014 31.87
2013 10.81
2012 33.74
2011 -16.24
2010 51.88
2009 48.77
2008 -57.03
2007 -23.22
2006 43.91
2005 39.77
2004 76.33
2003 49.61
2002 12.85
2001 25.12
2000 7.87
1999 -6.73
1998 -24.83
1997 99.22
1996 25.53
1995 22.61
Obligatory latest Bruce Flatt video (May 14)
YouTube: Investing for the Next Generation (Bloomberg Live) 