Yearly Asset Class Returns Through 2023
Key take aways Diversification is a great way to reduce the volatility of your portfolio. It is hard to predict which asset class will be the winner from year to year. How do you read the chart? The chart presents the annual returns for 9 major investment asset classes from 2009 to 2023. A tenth box is added to represent a sample "Asset Allocation" portfolio as discussed below. Each asset class and portfolio is assigned a color. Here is a guide to the labels and what they mean: Equity or Stocks Large Cap is the return of the largest 500 companies by…
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