Q1, 2018 Asset Class Return Quilts

Q1, 2018 Asset Class Return Quilts

The quilt below can be downloaded here.



  • U.S. Small cap remains the top long-term performer on the heels of two strong years, followed closely by U.S. large cap stocks.

  • Despite a great 2016 and spectacular 2017, emerging market stocks have delivered just 3.0% p.a. for the last 10 years.

  • Commodities were able to deliver back-to-back annual gains in 2016 and 2017, but consistent losses from 2011 to 2015 have kept them in last place for the trailing 10 years.

  • If history is a guide, the strong relative performance of U.S. stocks for the last decade – and especially since 2013 – suggests a rotation to leadership from another asset class should be expected in 2018.





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