The historical annual returns of the various sectors in the S&P 500 index shows the performance of the sectors during different economic cycles. For instance, last year the IT sector was the best performer with a total return of 44% as the pandemic forced millions of Americans to depend on technology working from homes. In …
Continue reading ‘S&P 500 Sector Annual Total Returns 2007 To 2020: Chart’ »
The number of years stocks go up is higher than the number of year they go down over the long run. This theory is true for the US equity market also. The number of years the S&P 500 has yielded a positive return much higher than the other way around. The following chart shows the …
Continue reading ‘The Pyramid Distribution of S&P 500 Total Returns 1825 To 2020: Chart’ »
Callan has published their popular The Callan Periodic Table of Investment Returns with 2020 data. The importance of diversification is vividly illustrated by this excellent chart published year after year. Last year US Small Caps were the top performers with a return of about 20%. US large caps yielded just over 18%. The adverse effects of …
Continue reading ‘The Callan Periodic Table of Investment Returns 2001 To 2020’ »
We looked at the Developed Market Country Returns chart yesterday. In this post, let’s review the Emerging Market Country Returns chart for the period 2006 – 2020: Click to enlarge Note: Returns shown above are based on the respective MSCI index returns in US Dollar terms. Source: Novel Investor South Korea was the top performer in 2020 …
Continue reading ‘Emerging Market Country Returns By Year From 2006 To 2020: Chart’ »
The International Stock Market Returns chart was recently updated with data for 2020 by Novel Investor. The chart shows the returns of the major developed market indices based on the respective MSCI index returns in US Dollar terms. Click to enlarge Source: Novel Investor Note: An interactive version of the chart can be found in the …
Continue reading ‘International Stock Market Returns 2006 To 2020: Chart’ »