The Periodic Table For Canadian Investors

While researching on periodic table of investment returns, I came across the following chart which can be very useful for Canadian investors. This chart shows the comparison of returns for various asset classes. Canadians can use this to plan their portfolio allocation strategies.

Click to enlarge



Text Represents
RRB Real return bonds
S&P500 S&P 500® – S&P Dow Jones Indices
L. Bond Canada Long Term Bond Index – FTSE TMX Canada Indices
S. Bond Canada Short Term Bond Index – FTSE TMX Canada Indices
TSX S&P/TSX Composite (CAD) – S&P Dow Jones Indices
Wilshire Wilshire 5000 Total Market Index – Wilshire Associates
All Bond Canada Universe Bond Index – FTSE TMX Canada Indices
US Bond Barclays US Aggregate Bond Index
Gold Gold bullion
Emerging MSCI Emerging Markets Indexes – Emerging Markets – MSCI
EAFE MSCI EAFE Index – Developed Markets – MSCI
T-Bill 3 month Treasury Bills (T-Bill)

Source: Finiki

Here is one way to interpret this chart. In 2014, the S&P 500 shot up by 24% in Canadian dollar terms. But the TSX Composite index was up only 10.6%.Similarly the TSX lagged the S&P 500 in 2011, 2012 and 2013 as well.

Related ETF:

  • iShares MSCI Canada (EWC)

Disclosure: No Positions

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