Tuesday, December 20, 2005

"Periodic Table" of equity style investment returns from 1985-2004

I recently found a "Periodic Table" of equity style investment returns from 1985-2004. The Periodic Table lists the annual returns for various types and styles of equity investments during the 1985-2004 time frame, as shown below. Specifically, annual returns are included for the following types and styles of equity investments: (a) S&P 500; (b) S&P/Barra 500 Growth; (c) S&P/Barra 500 Value; (d) Russell 2000; (e) Russell 2000 Value; (f) Russell 2000 Growth; (g) MSCI EAFE; and (h) the Lehman Brothers Aggegrate Bond index. (Click on the image below to see a larger version of the Periodic Table.)



*** I have written a new post with results from 1989-2008.

1 comment:

Jim said...

I recently posted a new chart that is updated with returns from 1988-2007:

http://financeandinvestments.blogspot.com/2008/01/updated-periodic-table-of-equity-style.html