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Why the JSE All Share Index has delivered 6–7% above inflation for almost 100 years

Historical JSE performance chart

Since reliable records began in the 1920s, South African equities have consistently delivered real returns of around 6–7% per year after inflation — one of the strongest long-term records globally.

This isn’t luck. It’s the result of economic growth, corporate profit expansion, dividend reinvestment and the simple mathematics of compounding over decades.

The Long-Term Evidence

Data from the Credit Suisse Global Investment Returns Yearbook and local studies show that R1 invested in the JSE in 1925 would be worth more than R1 million in real terms by 2024 — despite world wars, apartheid, sanctions, and multiple currency crises.

6.5% real annualised

Average return from 1925 to 2024 (after inflation)

99 years

Of continuous market history on the JSE

What Drives These Returns?

Three main factors explain why SA shares have performed so well over time:

01

Economic Growth

Companies grow earnings as the economy expands

02

Dividend Reinvestment

Many JSE companies pay consistent dividends

03

Resource Exposure

Commodity cycles have historically benefited SA-listed miners

Volatility vs Long-Term Growth

Short-Term Reality

  • 2008: –40% drop
  • Nenegate 2015: –25% in weeks
  • Covid March 2020: –35%

Long-Term Outcome

  • Every major crash fully recovered
  • 20+ year investors never lost in real terms
  • Time smooths out the noise

Key Lessons from History

The data repeatedly shows that staying invested through all market conditions has been the biggest determinant of long-term success for South African equity investors.

“Time in the market beats timing the market.”
A phrase proven true on the JSE for nearly a century.