04 Jan Q4, 2017 Asset Class Return Quilts
The quilt below can be downloaded here.
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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