Thursday, January 22, 2009

Updated "Periodic Table" of Equity Style Investment Returns Through 2008

An updated version of the Callan "Periodic Table" of equity style investment returns from 1989-2008 is posted below. (Click on the image below to see a larger version of the Periodic Table.) This Periodic Table illustrates calendar year returns for several indices, including the S&P 500, S&P/Citigroup 500 Growth, S&P 500/Citigroup 500 Value, Russell 2000, Russell 2000 Value, Russell 2000 Growth, MSCI EAFE, BC Agg bond, and NAREIT Equity REIT.

This chart was originally posted on the website for Callan Associates.

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