複利リターン早見表

元記事はこちら

10年での複利リターンを「初期配当利回り」×「成長率(EPSとDPSが同率で成長すると仮定)」でマトリックスにしています。表内のリターンの数値は元本を含みます。(元本が何倍になったかを%表記)

黄色セル:バフェットの目標とする水準(レバレッジ2倍を前提)
青色セル:個人投資家がバフェット同等のリターンを得るために目標とすべき水準(レバレッジなし)

成長率はEPSとDPSが同率で成長するとして計算。PERも10年間不変とした場合の計算であることに注意。

初期配当利回り
0.00% 1.00% 2.00% 3.00% 4.00% 5.00% 6.00% 7.00% 8.00% 9.00% 10.00%
成長率 0.00% 100% 112% 124% 138% 154% 171% 190% 210% 233% 258% 285%
1.00% 110% 123% 137% 152% 169% 188% 209% 231% 256% 283% 312%
2.00% 122% 136% 151% 168% 186% 207% 229% 253% 280% 309% 342%
3.00% 134% 150% 166% 184% 205% 227% 251% 278% 307% 339% 373%
4.00% 148% 165% 183% 203% 225% 249% 275% 304% 335% 370% 408%
5.00% 163% 181% 201% 222% 246% 272% 301% 332% 367% 404% 445%
6.00% 179% 199% 220% 244% 270% 298% 329% 363% 400% 441% 485%
7.00% 197% 218% 241% 267% 295% 326% 360% 397% 437% 481% 529%
8.00% 216% 239% 265% 292% 323% 356% 393% 433% 476% 524% 576%
9.00% 237% 262% 290% 320% 353% 389% 429% 472% 519% 570% 626%
10.00% 259% 287% 317% 350% 386% 425% 468% 514% 565% 621% 681%
11.00% 284% 314% 346% 382% 421% 463% 510% 560% 615% 675% 740%
12.00% 311% 343% 378% 417% 459% 505% 555% 609% 669% 733% 804%
13.00% 339% 374% 413% 454% 500% 550% 604% 663% 727% 796% 872%
14.00% 371% 409% 450% 495% 544% 598% 656% 720% 789% 864% 945%
15.00% 405% 446% 490% 539% 592% 650% 713% 782% 856% 937% 1024%
16.00% 441% 485% 534% 587% 644% 706% 774% 848% 928% 1015% 1109%
17.00% 481% 529% 581% 638% 700% 767% 840% 920% 1006% 1099% 1201%
18.00% 523% 575% 632% 693% 760% 832% 911% 997% 1089% 1190% 1299%
19.00% 569% 625% 686% 752% 824% 902% 987% 1079% 1179% 1287% 1404%
20.00% 619% 679% 745% 816% 894% 978% 1069% 1168% 1275% 1391% 1516%
21.00% 673% 738% 808% 885% 969% 1059% 1157% 1263% 1378% 1503% 1637%
22.00% 730% 801% 877% 959% 1049% 1146% 1251% 1365% 1489% 1622% 1767%
23.00% 793% 868% 950% 1039% 1135% 1240% 1353% 1475% 1607% 1751% 1905%
24.00% 859% 941% 1029% 1124% 1228% 1340% 1461% 1593% 1734% 1888% 2053%
25.00% 931% 1019% 1113% 1216% 1327% 1448% 1578% 1718% 1870% 2035% 2212%
26.00% 1009% 1102% 1204% 1314% 1434% 1563% 1702% 1853% 2016% 2192% 2381%
27.00% 1092% 1192% 1302% 1420% 1548% 1686% 1836% 1997% 2172% 2359% 2562%
28.00% 1181% 1289% 1406% 1533% 1670% 1818% 1979% 2151% 2338% 2539% 2755%
29.00% 1276% 1392% 1518% 1654% 1801% 1960% 2131% 2316% 2516% 2730% 2962%
30.00% 1379% 1503% 1638% 1784% 1941% 2111% 2295% 2492% 2705% 2935% 3182%