Callan Associates has released their famous “The Periodic Table of Investment Returns” for 2017. This chart shows the performance of  stocks, bonds, US and foreign stocks, etc. by year. The Callan Periodic Table of Investment Returns 1998-2017 is shown below: Click to enlarge Source: Callan Associates Download: The Callan Periodic Table of Investment Returns 1998-2017 (in pdf) A few observations: …

Continue reading ‘The Callan Periodic Table of Investment Returns 1998-2017’ »

The sector returns for the S&P 500 index by year are shown in the chart below. In 2017, the technology sector was the best performer with a return of about 39%. The worst performing sector was the telecom sector. Click to enlarge Source: Novel Investor  

We looked at the annual total returns for developed markets from 2003 thru 2017 chart yesterday. The following chart shows the data for emerging markets from 2003 thru 2017 based on MSCI index returns. Poland was the top performer last year with a return of over 55% while Pakistan had the worst return with a loss …

Continue reading ‘Single Country Annual Total Returns Of Emerging Markets From 2003 To 2017’ »

The annual total returns for developed markets from 2003 thru 2017 are shown in the chart below. These data are based on MSCI index returns. Last year Austria topped the list with a return of 59%. Except Israel, all the developed countries in the chart had double digit total returns. The gap between these countries …

Continue reading ‘Single Country Annual Total Returns Of Developed Markets From 2003 To 2017’ »

The US stock and bond market performed very well last year. US equities as measured by the S&P 500 yielded total returns that were well above the historical average and US Treasury bonds also earned above average total returns with a year-end return of 2.1%. The chart below shows the annual total returns of S&P …

Continue reading ‘The S&P 500 and US Treasury Bonds Historical Total Returns by Year: Chart’ »