Callan Associates

Periodic Tables

The Periodic Tables of Investment Returns are Callan's comprehensive representation of relative asset class performance over the last 20 years. The table depicts annual returns for eight asset classes, ranked from best to worst. Each asset class is color-coded for easy tracking. Well-known, industry-standard market indexes are used as proxies for each asset class. Four different tables are available: Key Indices, CSFT/Tremont Hedge Fund Indices, Key Indices including REITs, and Real Estate Indices.

The Periodic Table is free and we give our permission for anyone to download, print, and use the Periodic Table in its current form. When you use of the Periodic Table, it may not be changed or altered in any way and must appear exactly as it does in this PDF version. Callan does not make any other versions of this document available for publication, production, or distribution, whatsoever, without exception.

• 2009

  Download The Callan Periodic Table of Investment Returns (Key Indices: 1989-2008)
  Download The Callan Periodic Table of Investment Returns (Key Indices including REITs: 1989-2008)

• 2007

  Download The Callan Periodic Table of Investment Returns (Key Indices: 1988-2007)
  Download The Callan Periodic Table of Investment Returns (Key Indices including REITs: 1988-2007)
  Download The Callan Periodic Table of Investment Returns (CS/Tremont Hedge Fund Indices: 1994-2007)

• 2006

  Download The Callan Periodic Table of Investment Returns (Key Indices: 1987-2006)
  Download The Callan Periodic Table of Hedge Fund Strategy Returns (CSFT/Tremont Hedge Fund Indices: 1994-2006)
  Download The Callan Periodic Table of Investment Returns (Key Indices including REITs: 1987-2006)
  Download The Callan Periodic Table of Investment Returns (Real Estate Indices: 1991-2006)