Investment Market Return Tables

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S&P Sector Table

The S&P Sector Table breaks down the annual performance of the S&P 500 sectors. Not only do you get an idea of how a small group of stocks affects the S&P each year, you see how each sector performs through economic and stock market cycles.

While sectors can bounce around from year to year, top to bottom and back again, over the long-term, those big swings even out. The chart shows annual returns for the ten stock market sectors against the S&P 500.  Notice the same sector was never #1 two years in a row.

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Asset Class Table

The Asset Class Table shows several issues investors struggle with all the time. It’s difficult to pick the best performing investment year after year, yet for many investors, it’s an annual event and betting on last year’s winner rarely works.

Assets at the top of the chart one year could be at the bottom the next, and vice versa. The chart shows annual returns for eight asset classes against a diversified portfolio. Diversification works to smooth out those big swings in the short-term. While you’ll never get the biggest gains of any year, you avoid the huge losses.

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International Table

It’s a big world out there. The U.S. makes up a little less than half of the global market cap. By avoiding international stock markets, you cut out half of the investment opportunities. Why limit yourself?

The International Table breaks down the annual performance of developed international stock markets. Each country’s performance seems to bounce around at random year after year, but over the long term those returns smooth out. While it’s difficult to pick the best performing country every year, a diversified global portfolio offers the benefits of international stock market performance which in turn lowers risk.

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Emerging Market Table

Some of the fastest growing economies are the most ignored by investors. Part of a global portfolio takes advantage of emerging markets which offer more robust growth than its developed counterparts. But is it worth the risk?

The Emerging Markets Table breaks down the annual performance of emerging market countries. Try picking the best performing country each year and your chance of success is slim. Over the long term those returns even out. A global portfolio benefits from the emerging markets performance while diversifying risk.