Global investors' optimism regarding future portfolio returns increased each year since 2018, despite the outbreak of the coronavirus (COVID-19) pandemic in 2020. As of 2021, investors expected the average annual return for the next five years to be 11.3 percent - 2.4 percentage points higher than investors' expectations in 2018.
Average annual return expectation from investment portfolios worldwide from 2017 to 2021
Respondents came from 32 different locations around the world. All respondents will be investing at least 10,000 euros (or the equivalent) in the next 12 months, and who have made changes to their investments within the last 10 years.
Profit from the additional features of your individual account
Currently, you are using a shared account. To use individual functions (e.g., mark statistics as favourites, set
statistic alerts) please log in with your personal account.
If you are an admin, please authenticate by logging in again.
Learn more about how Statista can support your business.
Schroders. (July 21, 2021). Average annual return expectation from investment portfolios worldwide from 2017 to 2021 [Graph]. In Statista. Retrieved December 22, 2024, from https://www.statista.com/statistics/1263106/five-year-average-annual-return-expectation-investment-portfolios-worldwide/
Schroders. "Average annual return expectation from investment portfolios worldwide from 2017 to 2021 ." Chart. July 21, 2021. Statista. Accessed December 22, 2024. https://www.statista.com/statistics/1263106/five-year-average-annual-return-expectation-investment-portfolios-worldwide/
Schroders. (2021). Average annual return expectation from investment portfolios worldwide from 2017 to 2021 . Statista. Statista Inc.. Accessed: December 22, 2024. https://www.statista.com/statistics/1263106/five-year-average-annual-return-expectation-investment-portfolios-worldwide/
Schroders. "Average Annual Return Expectation from Investment Portfolios Worldwide from 2017 to 2021 ." Statista, Statista Inc., 21 Jul 2021, https://www.statista.com/statistics/1263106/five-year-average-annual-return-expectation-investment-portfolios-worldwide/
Schroders, Average annual return expectation from investment portfolios worldwide from 2017 to 2021 Statista, https://www.statista.com/statistics/1263106/five-year-average-annual-return-expectation-investment-portfolios-worldwide/ (last visited December 22, 2024)
Average annual return expectation from investment portfolios worldwide from 2017 to 2021 [Graph], Schroders, July 21, 2021. [Online]. Available: https://www.statista.com/statistics/1263106/five-year-average-annual-return-expectation-investment-portfolios-worldwide/