Cisco Systems vs M2 Money Supply

Since 1990, Cisco Systems has shown a nominal return of +93,124.5%, while M2 money supply has grown by +599.4%. When adjusted for M2 money supply expansion, Cisco Systems's real return is +13,228.8%.

Key Insights

Cisco Systems has returned +93,124.5% nominally since 1990, but only +13,228.8% when adjusted for M2 money supply expansion. This means approximately 85.8% of Cisco Systems's price appreciation is due to monetary expansion rather than real value growth.

Performance Summary

Nominal Return
+93,124.5%
M2 Money Supply Growth
+599.4%
M2-Adjusted Return
+13,228.8%

Period: March 5, 1990 to November 3, 2025

What This Means

Cisco Systems has significantly outperformed M2 money supply expansion, indicating strong real value appreciation. This suggests the asset has generated genuine wealth beyond what can be explained by monetary expansion alone.

Adjusting stock performance for M2 money supply expansion reveals how much of price appreciation is due to monetary policy versus real value growth. This perspective helps investors understand whether an asset is generating genuine wealth or simply keeping pace with money supply growth.

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