The Annual Returns of Select Asset Classes based on indices like the S&P 500, MSCI EAFE, Russell 2000, etc. are shown in the chart below: Click to enlarge Source: Principal Download: Annual Returns of Select Asset Classes From 2002 To 2016 Chart (in pdf)
The Annual Returns of some of the major indices such as the MSCI Emerging Markets, S&P 500, Russell Midcap, etc. are shown in the chart below: Click to enlarge Source: Lazard Download: Annual Returns of Key Indices Year From 1997 To 2016 Chart (in pdf format)
Eurozone and Australian stocks are cheap now based on Shiller Price to Earnings (P/E) ratio. However US stocks look expensive at current levels. Click to enlarge Source: The Trump bump and shares – short-term risks, but five reasons for optimism by Dr Shane Oliver, AMP Capital, May 23, 2017
The S&P 500 closed at 2,402.32 on price basis today. Year-to-date the index is up a decent 7.30%. In the past 10 years it has grown by 4.81%. Over the long run the index has beat inflation. The Monthly Real Return of S&P 500 from 1881 thru March, 2017 is shown below: Click to enlarge …
Continue reading ‘Monthly Real S&P 500 Price from 1881 thru March 2017: Chart’ »
U.S. stocks have outperformed international stocks in the past few years. Foreign stocks look attractive at current levels while their American peers look expensive. According to an article by Jurrien Timmer at Fidelity, since the Global Financial Crisis peak in March 2007 thru April 2017 the S&P 500 has returned 282% in total returns compared to …
Continue reading ‘Valuation Ratio: US vs. International Developed and Emerging Market Stocks’ »