Wednesday, January 08, 2014

Asset Class Returns


JP Morgan puts out an excellent quarterly report that covers a wide range of topics from stocks and bonds to the economy.  It's 4th Quarter Guide to the Markets can be found here.  This chart comes from page 58 of that report and shows returns across various asset classes. You can double click on the graphic to make it larger. An equal weighting to all ten asset classes listed in 2013 would have given you a return of 10.64%.  The equal weighted return of the nine asset classes excluding the asset allocation portfolio would have returned 10.16%.