Q4, 2017 Asset Class Return Quilts

Q4, 2017 Asset Class Return Quilts

The quilt below can be downloaded here.

 

Highlights:

  • U.S. Small cap remains the top 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 1.7% 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 since 2013 suggests a rotation to leadership from another asset class should be expected in 2018.

 

 

 

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