The Callan Periodic Table of Investment Returns for 2011 is shown below: Click to enlarge Source: Callan Associates Some interesting observations noted by Callan include: The U.S. markets generated a tiny 2.11% return which is better than the double digit losses for the overseas developed and emerging markets. For only the third …
Continue reading ‘Review: Callan Periodic Table of Investment Returns 2011’ »
The following chart shows the returns of various asset classes from 2001 to 2010: Click to enlarge The 10-year annualized return for foreign stocks was 3.94%. However they returned over 32% in 2009 and 8% in 2010. While foreign stocks fell over 43% during the credit crisis in 2008, they yielded double digit returns every …
Continue reading ‘Chart: Another Look At Why Diversification Matters’ »
U.S. equities fared very poorly in the lost decade with the nominal S&P 500 stock price down 20% for the decade excluding dividends. The graphic below shows the performance of the S&P 500 index by decades: Click to enlarge Source: A lost decade for stocks. Will next one be better?, Christian Science Monitor While U.S. …
Continue reading ‘Chart: Fixed Income Sector Returns from 2001 to 2010’ »
The chart below shows the performance of the various Russell Global Index Sectors from 2000 thru 2010: Click to enlarge Source: Russell Investments Some observations: Due to the boom in commodity markets in the past decade materials and processing has been one of the consistent top performing sector. Since the credit crisis, the technology sector …
Continue reading ‘Chart: Russell Global Index Sector Performance 2000-2010’ »
The chart below shows the performance of the various Russell Global Market Cap Indices from 1999 thru 2010: Click to enlarge Source: Russell Investments Some observations: In the period shown, emerging market small caps have been the best performers in most years. For most years, developed market large caps have been the weakest …
Continue reading ‘Chart: Russell Global Market Cap Index Performance 2010’ »