Periodic Table of Investment Returns​

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The Callan Periodic Table of Investment Returns graphically depicts annual returns for various asset classes, ranked from best to worst. Created by Jay Kloepfer in 1999, the table features well-known, industry-standard market indices as proxies for each asset class.

 

“The enduring appeal of the table is its ability to be understood at a glance,” says Kloepfer. “And once you’ve seen and absorbed it, you can refer to it again and again. New insights still come to me even 20 years later!”

 

Below, explore our classic, annual Periodic Table, as well as our monthly edition and collection of rankings for assorted indices and strategies.

2020-2021

Annual Callan Periodic Table of Investment Returns | Year-End 2020

The Periodic Table of Investment Returns depicts annual returns for 10 asset classes, ranked from best to worst performance for each calendar year.

Callan Periodic Table Collection | Year-End 2020

Expanding upon our Classic Periodic Table, the Collection features 10 additional versions including the indices relative to inflation, real estate indices, and hedge fund sub-strategies.

Callan Periodic Table Monthly Edition—JUNE

This new addition to Callan’s Periodic Table offerings shows monthly rankings of key indices.

Callan's Periodic Table Explained

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Celebrating its 20th anniversary in 2019, the Callan Periodic Table of Investment Returns is more popular than ever. Go back in history in this animated feature to meet the table’s mastermind and learn how it can help investors of all kinds.

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