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Periodic Table of Investment Returns

The Callan Periodic Table of Investment Returns shows the returns of the capital markets over the last 20 years. It’s easy to follow with its clear presentation and simple layout. Each colored block represents a different part of the capital markets, listed with the highest returning asset classes in any given year at the top, and the lowest returning asset classes in each year at the bottom. As you can see by the movement of the colored blocks over time, asset classes that outperform in any given year can then underperform in a subsequent year, or vice versa. This highlights the importance of including a wide range of asset classes, or diversification, in an investment portfolio. Also, the table’s 20-year presentation provides some historical perspective on the markets, reminding investors that a long-term investing view is often key to reaching financial goals, rather than short-term market timing.

Important Disclosure

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this article serves as the receipt of, or as a substitute for, personalized investment advice from Domani. A copy of Domani’s current written disclosure brochure discussing our advisory services and fees continues to remain available upon request.

PLEASE SEE ADDITIONAL IMPORTANT DISCLOSURE INFORMATION

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