On the Year-to-Date Returns of Exchange-Listed Foreign Bank ADRs

Some of the foreign stocks trading on the US exchanges have performed very well so far this year. The S&P 500 index is up by over 10% YTD and the KBW Nasdaq Bank Index which is one trackers for bank stocks has increased by 9% YTD. Among the foreign bank stocks, Argentinean banks have soared …

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Credit Suisse Global Investment Returns Yearbook 2017: A Short Review

Credit Suisse published the latest edition of their famous Credit Suisse Global Investment Returns Yearbook 2017 last month. Unlike the previous years, the free version available online is this year is the summary edition. Investors can find a fascinating collection of investment stats in this yearbook. The following are two charts from this year’s edition. 1.Relative Sizes …

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US Stocks Outperformed Foreign Stocks Under Former US President Obama

US stocks performed extremely well under former President Obama easily beating foreign stocks as the chart from yesterday’s journal shows below. During his rule, the S&P 500 returned an annualized return of 16.3% including dividends despite a lackluster economic growth. Foreign stocks as represented by MSCI Emerging and World Ex-US indices lagged in performance especially …

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Index Returns: Developed, Emerging and Frontier Markets 2006-2015

I recently came across the following unique chart that compares the returns of Developed, Emerging and Frontier Markets from 2006 thru 2015. The popular charts like Single Country Index Returns chart, emerging markets returns chart, Callan Periodic Table of Investment Returns are easily available online. I will post the updated chart for 2016 when it is …

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Historical S&P 500 Total Returns and US Treasury Total Returns By Year

The S&P 500 Total Returns since 1873 and US Treasury Total Returns from 1900 are shown in the chart below: Click to enlarge Source: Schroders Economic and Strategy Viewpoint, Jan 2017, Schroders In 2016, US stocks earned an above-average return when compared to their historical returns. U.S. treasuries on the other hand had their 17th worst …

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