The Callan Periodic Table of Investment Returns

From: Callan

The Callan Periodic Table of Investment Returns conveys the strong case for diversification across asset classes (stocks vs bonds), investment styles (growth vs value), capitalizations (large vs small), and equity markets (U.S. vs non-U.S.). The Table highlights the uncertainty inherent in all capital markets. Rankings change every year. Also noteworthy is the difference between absolute and relative performance, as returns for the top-performing asset class span a wide range over the past 20 years.

• Tweet