Annualized Returns for Major Asset Classes

Research Affiliates takes a look back at the last ten years and calculates the annualized return of a classic 60% equity / 40% fixed income portfolio versus 16 pure asset classes on their own.

 

The 60/40 portfolio generated 7.2% annual returns (nominal) from 2005 through the end of 2014, edging out 9 of the 16 asset classes in their data set and with significantly less volatility than most as well.

 

 

 

via Research Affiliates.

 

How does that compare to what you expected?

 

Click this link to to see more about this.

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