Morningstar Presentations are client-ready commentaries for advisors and asset managers covering topics from target-date funds to global investing. This is where you will find Ibbotson SBBI...

Ibbotson® SBBI® 1926–2023 A 98-year examination of past capital market returns provides historical insight into the performance characteristics of various asset classes. This graph illustrates the hypothetical growth of inflation and a $1 investment in four traditional asset classes from Jan. 1, 1926, through Dec. 31, 2023.

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Ibbotson® SBBI® After Taxes and Inflation 1926–2023 The adverse effects of inflation and taxes on investment returns become especially pronounced over the long run. This image illustrates the hypothetical growth of a $1 investment after considering the effects of …

CFA Institute Research Foundation has partnered with Duff & Phelps and Morningstar to provide the Stocks, Bonds, Bills, and Inflation® (SBBI®): 2021 Summary Edition to help investors and analysts understand how to calculate, interpret, and use this data.

Morningstar has begun depreciating and discontinuing Ibbotson SBBI Indexes (IA SBBI). This removal is due to a lack of holding data and certain indexes having no replacement underlying index available due to them retiring or stopping their calculations.

This Stocks, Bonds, Bills, and Inflation ® (SBBI ®): 2021 Summary Edition enables investors to understand how to calculate, interpret, and use the US historical stock and bond data that the CFA Institute Research Foundation has made available to CFA Institute members.