Business · Companies · 9 hrs ago
Spanish share funds led average returns since 2000
Share funds had the highest average annual return in Spain among four investment options reviewed since 2000.
They rose by an average of 6.5% a year, compared with 3.6% for the Ibex, 3.5% for housing and 1.8% for bond funds.
The figures cover about 25 years, during which markets had both rises and falls.
The comparison reflects a general link between risk and return: lower-risk investments usually offer lower returns, while higher-risk ones can also lose value.
Alfonso and Enrique, 10-month-old twins celebrating their baptism, were given an international share fund by their godfather.
The fund is intended to stay invested for 25 years, and their parents and relatives may add money over time.
The article suggests the savings could help the twins as they enter adulthood, but their eventual returns are uncertain.
Spanish equity funds recorded the highest average annual return among four investment options in Spain since 2000.
They gained an average of 6.5% a year over the 25-year period.
The Ibex returned 3.6% a year on average, housing 3.5% and bond funds 1.8%.
The article says the results followed the pattern that lower risk is generally associated with lower returns.
- Who
- The article compares Spanish equity and bond funds, the Ibex and housing.
- What
- Spanish equity funds led the comparison, with an average annual return of 6.5% since 2000.
- When
- The comparison covers 25 years from 2000; the article was updated on 24 October 2026.
- Where
- Spain.
- Why
- The article says lower-risk investments generally had lower returns over the period.
This story does not have two clearly opposing sides.
The 25-year period used for the investment-return comparison began.
Expansión updated the article reporting the comparison.
- Equity funds
- 6.5% average annual return
- Ibex
- 3.6% average annual return
- Housing
- 3.5% average annual return
- Bond funds
- 1.8% average annual return
1 source
What people are saying
lower risk, lower return