Review:The Callan Periodic Table of Investment Returns 2010

Callan Associates has published their famous Periodic Table of Investment Returns for 2010. The chart below shows the annual returns for key indices from 1991 thru 2010 ranked in the order of performance: Click to enlarge Source: Callan Associates Some observations: 1. After raking up double digit gains in 2009, markets around the world gained …

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Chart: Asset Class Returns from 1995 to 2009

The charts below the returns on different types of asset classes from 1995 thru 2009: Some takeaways from the charts: For four years since 2004 foreign stocks were the best performers. In the 2008 credit crisis foreign stocks were the worst performers with a loss of about 43%. Last year they yielded the second best …

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Chart: Historical Investment Returns from 1995 to 2009

The chart below shows the historical investment returns for various indices from 1995 thru 2009: Click to enlarge Some observations: Since 2003, the MSCI Emerging Markets Index has yielded double-digit returns except in 2008 when it fell 53%. On 15-year annualized returns basis, the small-cap Russell 2000 Index and the REIT Index have performed better …

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