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.

Updated "Periodic Table" of Equity Style Investment Returns Through 2007

Posted below is an updated version of the "Periodic Table" of equity style investment returns from 1988-2007. (Click on the image below to see a larger version of the Periodic Table.) This chart was originally posted on the website for Callan Associates.

*If the image is too difficult to see, you can view a .pdf of the image here.

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

Updated "Periodic Table" of Equity Style Investment Returns Through 2006

Posted below is an updated version of the "Periodic Table" of equity style investment returns from 1987-2006. (Click on the image below to see a larger version of the Periodic Table.) This chart was originally posted on the website for Callan Associates.


*If the image is fuzzy, you can see a .pdf of the image here.

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

Updated "Periodic Table" of Equity Style Investment Returns Through 2005

Posted below is an updated version of the "Periodic Table" of equity style investment returns from 1986-2005. (Click on the image below to see a larger version of the Periodic Table.) This chart was originally posted on the website for Callan Associates.


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

"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.