Annual Returns for Selected Asset Classes (hover over assets to highlight)
Source: Barclays, Bloomberg, FactSet, MSCI, NAREIT, Russell, Standard & Poor’s, J.P. Morgan Asset Management. Large cap stocks: S&P 500, Small cap sticjs: Russell 2000, Emerging Mkts Stocks: MSCI EME, International Stocks: MSCI EAFE, Commodities: Bloomberg Commodity Index, Junk Bonds: Bloomberg Barclays Global HY Index, Bonds: Bloomberg Barclays US Aggregate, REITs: NAREIT Equity REIT Index, Cash: Bloomberg Barclays 1-3m Treasury. The “Diversified Portolio” portfolio assumes the following weights: 25% in the S&P 500, 10% in the Russell 2000, 15% in the MSCI EAFE, 5% in the MSCI EME, 25% in the Bloomberg Barclays US Aggregate, 5% in the Bloomberg Barclays 1-3m Treasury, 5% in the Bloomberg Barclays Global High Yield Index, 5% in the Bloomberg Commodity Index and 5% in the NAREIT Equity REIT Index. Balanced portfolio assumes annual rebalancing. Annualized (Ann.) return and volatility (Vol.) represents the period from 12/31/05 to 12/31/20. All data represents total return for the stated period. The “Asset Allocation” portfolio is for illustrative purposes only. Past performance is not indicative of future returns. Data as of Decmeber 31, 2021.