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The Callan Periodic Table of Investment Returns 1995 - 2014
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AssetAverage1995199619971998199920002001200220032004200520062007200820092010201120122013
* 2014
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Barclays Agg6.3718.483.649.648.70.8211.638.4310.264.14.342.434.336.975.245.936.547.844.21-2.025.97
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MSCI EAFE7.1811.216.051.782026.96-14.17-21.44-15.9438.5920.2513.5426.3411.17-43.3831.787.75-12.1417.3222.78-4.9
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Barclays Crop High Yield9.0019.1811.3512.761.872.39-5.865.28-1.4128.911.132.7411.851.87-26.1658.2115.124.9815.817.442.45
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S&P 500 Value11.3236.992229.9814.6912.736.08-11.71-20.8531.7915.715.8220.811.99-39.2221.9715.10.4817.6831.9912.36
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Russell 2000 Growth10.5731.8411.2612.951.2343.09-22.43-9.23-30.2648.5414.314.1513.357.05-38.5434.4729.09-2.9114.5943.35.6
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S&P500 Growth12.2638.1323.9736.5242.1628.24-22.08-12.73-23.5925.666.13411.019.13-34.9231.5715.054.6514.6132.7514.89
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Russell 200010.9528.4516.4922.36-2.5512.26-3.022.49-20.4847.2618.334.5518.37-1.57-33.7927.1726.85-4.1816.3538.824.89
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Russell 2000 Value12.5325.7521.3731.78-6.45-1.4922.8314.02-11.4246.0322.254.7123.48-9.78-28.9220.5824.5-5.518.0534.524.22
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MSCI Emerging Markets10.94-5.216.03-11.59-25.3466.42-30.61-2.37-656.2825.9534.5432.5936.78-53.1879.0219.2-18.1718.63-2.27-1.82
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Average of Average Returns
10.1222.7613.5716.246.0321.27-6.40-3.03-13.3036.3515.388.5018.017.07-32.5434.5217.69-2.7715.2523.034.85
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S
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S&P 50011.7537.5822.9833.3628.5821.04-9.11-11.89-22.128.6810.884.9115.795.49-37.0026.4715.062.1116.0032.3913.69
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* Years 1996 - 2013 are hidden to permit display on one page.
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Asset Allocation Models for different levels of risk .
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ConservativeBalancedGrowth
Aggressive
100% Equity
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US Stock14354960100
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Foreign Stock6152125
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Bond50402515
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Short Term301050
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Values taken from this article:
Five Ways To Protect Your Retirement Income
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