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Looking at Asset Class Returns by Year

Posted By Barry Ritholtz On June 18, 2013 @ 12:00 pm In Asset Allocation,Fixed Income/Interest Rates,Investing | Comments Disabled

The pushback from the weekend’s WaPo column was surprisingly fierce.

If you can tell me what asset classes will perform best each year in advance, than by all means over-weight that sector. But if you are like the other 99.99% of investors, you are probably better off saying to yourself “Why should I guess when I can own them all?

The charts below show returns for asset classes and specifically for fixed income.


Asset Class Returns
Click for ginormous table
Table [1]


Fixed Income Sector Returns
Click for ginormous table
Table [2]
Source: J.P. Morgan [3]

Article printed from The Big Picture: http://www.ritholtz.com/blog

URL to article: http://www.ritholtz.com/blog/2013/06/looking-at-asset-class-returns-by-year/

URLs in this post:

[1] Image: http://www.ritholtz.com/blog/wp-content/uploads/2013/06/Table1.png

[2] Image: http://www.ritholtz.com/blog/wp-content/uploads/2013/06/Fixed-Income-Sector1.png

[3] J.P. Morgan: https://www.jpmorganfunds.com/cm/Satellite?UserFriendlyURL=diguidetomarkets&pagename=jpmfVanityWrapper

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