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. international). 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.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Callan is not affiliated with LPL Financial, SolomonWood Financial Advisors (OR SMWD Financial Advisors), or Franklin Wealth Management.
Click here to view: Callan Chart