The Callan Periodic Table of Investment Returns 1998-2017

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:

Emerging markets were the best performing market last year with tThe MSCI Emerging Markets Index up over 37%. The S&P 500 returned around 22% but US growth stocks performed even better.

Earlier:

Related ETFs:

  • iShares Dow Jones Select Dividend ETF (DVY)
  • SPDR S&P Dividend ETF (SDY)
  • Vanguard Dividend Appreciation ETF (VIG)
  • SPDR S&P 400 Mid Cap Growth ETF (MDYG)
  • iShares Russell Midcap Index Fund (IWR)
  • iShares MSCI Emerging Markets Indx (EEM)
  • SPDR S&P 500 ETF (SPY)
  • SPDR STOXX Europe 50 ETF (FEU)

Disclosure: No Positions

Single Country Annual Total Returns Of Emerging Markets From 2003 To 2017

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 of nearly 24%.

Click to enlarge

 

Source: Novel Investor

Single Country Annual Total Returns Of Developed 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 shows the need for diversification. Besides the chart also shows that no one country is the top performer every year.

Click to enlarge

Source: Novel Investor