Callan has long used our Periodic Table of Investment Returns to highlight for clients and other institutional investors the advantages of diversification over the long haul. The table ranks asset classes by performance over various time periods, and over the years we have created specialized versions (such as equity-only, fixed income-only, etc.) to complement our “classic” table, launched in 1999 by Jay Kloepfer, our director of Capital Markets Research.
Our newest version of the table reflects the monthly performance of key publicly traded asset classes across the investing universe. Each month we will update the table with the latest returns, showing the performance for all the months so far in a year alongside annual returns for previous years.
The monthly table includes these key indices:
- Bloomberg Barclays U.S. Aggregate Bond Index
- Bloomberg Barclays Corporate High Yield Index
- Bloomberg Barclays Global Aggregate Bond Index ex U.S.
- FTSE EPRA/NAREIT Developed Index
- MSCI World ex USA Index
- MSCI Emerging Markets Index
- Russell 2000 Index
- S&P 500 Index
This new version should give investors a better sense of recent market activity and how major asset classes have performed compared to each other, providing additional perspective and information to apply to their long-term investing strategies.
