Peninsula Enrollment - Web Book Ready - Flipbook - Page 24
Still trying to time the market? Take a closer look.
This table demonstrates how various asset classes have performed on an annual basis for the last 20 years. As you can see, the
predict the future, diversification is critically important to help you reach your investment goals.
2018
2019
2020
2021
2015
2017
2014
2016
2013
2008
Small
growth
stocks
9.50%
2012
2007
-13.01%
9.00%
2011
2006
2010
2005
2009
2004
2003
Mid-cap
stocks
Small
value
stocks
28.27%
Small
value
stocks
-14.48%
REITs
Large
growth
stocks
27.60%
Mid-cap
stocks
Small
value
stocks
8.99%
10.80%
Small
growth
stocks
34.63%
Large
value
stocks
25.16%
-17.32%
8.93%
Diversified
portfolio
Large
value
stocks
-7.54%
Mid-cap
stocks
Mid-cap
stocks
-17.88%
Diversified
portfolio
REITs
43.06%
Diversified
portfolio
22.58%
Foreign
stocks
REITs
Large
growth
stocks
38.49%
REITs
Large
growth
stocks
36.39%
REITs
Inv-grade
bonds
13.55%
18.74%
Diversified
portfolio
-18.36%
0.01%
Large
growth
stocks
30.21%
Inv-grade
bonds
Small
value
stocks
31.74%
Foreign
stocks
High yield
bonds
Mid-cap
stocks
REITs
Inv-grade
bonds
Foreign
stocks
Large
growth
stocks
5.67%
Mid-cap
stocks
7.51%
18.54%
30.38%
REITs
REITs
High yield
bonds
Small
growth
stocks
43.30%
58.76%
25.84%
7.05%
REITs
Small
growth
stocks
-9.31%
-2.08%
5.07%
-11.18%
Small
value
stocks
4.63%
Small
growth
stocks
2.83%
5.26%
High yield
bonds
Large
growth
stocks
-29.14%
Small
growth
stocks
-26.36%
-24.51%
REITs
High yield
bonds
8.04%
Foreign
stocks
Inv-grade
bonds
Small
value
stocks
22.39%
Large
value
stocks
2.80%
Inv-grade
bonds
3.10%
Inv-grade
bonds
7.26%
High yield
bonds
REITs
-1.54%
8.72%
Inv-grade
bonds
14.32%
-7.57%
Large
value
stocks
8.83%
REITs
Large
growth
stocks
10.76%
Large
value
stocks
-8.27%
24.60%
Diversified
portfolio
Inv-grade
bonds
High yield
bonds
Foreign
stocks
Large
growth
stocks
7.08%
3.54%
30.54%
Large
value
stocks
13.66%
-8.93%
Large
growth
stocks
-1.51%
REITs
Small
growth
stocks
11.32%
Small
value
stocks
7.84%
Mid-cap
stocks
Inv-grade
bonds
Small
value
stocks
-12.86%
2.65%
24.62%
8.60%
High yield
bonds
-9.06%
High yield
bonds
-2.44%
Foreign
stocks
7.50%
REITs
5.24%
14.94%
High yield
bonds
-4.43%
Small
value
stocks
-7.47%
High yield bonds
Investment-grade bonds
Large growth stocks
Small value stocks
REITs
Small growth stocks
Foreign
stocks
8.48%
Small
value
stocks
18.05%
12.18%
8.69%
35.92%
Small
growth
stocks
29.09%
REITs
Foreign
stocks
12.65%
31.49%
Large
value
stocks
17.34%
34.76%
2.52%
17.77%
Large
value
stocks
13.45%
Inv-grade
bonds
Small
growth
stocks
48.54%
High yield
bonds
Large
value
stocks
-3.83%
Mid-cap
stocks
7.84%
17.10%
28.48%
Foreign
stocks
Mid-cap
stocks
Small
growth
stocks
28.48%
16.82%
40.48%
Foreign
stocks
High yield
bonds
High yield
bonds
REITs
27.30%
-25.88%
12.13%
Inv-grade
bonds
Small
growth
stocks
22.17%
-4.57%
Large
growth
stocks
11.81%
Small
value
stocks
22.25%
Mid-cap
stocks
17.13%
Mid-cap
stocks
Small
value
stocks
23.48%
Small
value
stocks
46.03%
Foreign
stocks
0.55%
18.52%
High yield
bonds
Mid-cap
stocks
13.22%
Mid-cap
stocks
Mid-cap
stocks
Mid-cap
stocks
Small
value
stocks
34.52%
13.80%
Large
value
stocks
17.51%
-1.16%
Diversified
portfolio
4.96%
Large
growth
stocks
13.05%
25.48%
Large
growth
stocks
33.48%
Large
growth
stocks
37.21%
Mid-cap
stocks
Small
value
stocks
-28.92%
11.37%
17.28%
Diversified
portfolio
Large
value
stocks
26.54%
Small
growth
stocks
7.05%
20.22%
Large
growth
stocks
2.64%
Diversified
portfolio
-6.04%
Large
value
stocks
22.25%
REITs
40.06%
Small
value
stocks
24.50%
Diversified
portfolio
14.56%
Foreign
stocks
Diversified
portfolio
13.20%
35.41%
Foreign
stocks
Small
growth
stocks
-1.38%
-32.03%
Foreign
stocks
Diversified
portfolio
10.30%
Diversified
portfolio
21.53%
Diversified
portfolio
Large
value
stocks
32.53%
Inv-grade
bonds
7.10%
Diversified
portfolio
Mid-cap
stocks
16.80%
6.97%
Large
value
stocks
16.49%
Diversified
portfolio
36.74%
Diversified
portfolio
Foreign
stocks
1.04%
Foreign
stocks
19.68%
High yield
bonds
4.71%
Foreign
stocks
7.44%
Small
value
stocks
4.22%
Inv-grade
bonds
REITs
High yield
bonds
Foreign
stocks
2.47%
2.46%
High yield
bonds
Large
growth
stocks
15.26%
Inv-grade
bonds
-1.84%
Small
growth
stocks
14.59%
-2.02%
5.97%
Small
growth
stocks
-2.91%
Inv-grade
bonds
23.44%
Small
value
stocks
-5.50%
4.21%
15.78%
Foreign
stocks
Large
value
stocks
0.39%
13.21%
-6.86%
Large
growth
stocks
16.71%
Small
growth
stocks
34.47%
31.78%
Small
value
stocks
20.58%
Inv-grade
bonds
Mid-cap
stocks
Small
growth
stocks
-38.54%
Large
value
stocks
19.69%
6.54%
Small
growth
stocks
5.60%
Mid-cap
stocks
Inv-grade
bonds
22.57%
1.95%
-41.46%
5.93%
Diversified
portfolio
Small
value
stocks
-9.78%
Foreign
stocks
15.37%
10.76%
REITs
-41.85%
Diversified
portfolio
Large
growth
stocks
9.07%
-16.82%
Mid-cap
stocks
REITs
High yield
bonds
-37.97%
28.61%
Inv-grade
bonds
-1.55%
Large
value
stocks
-36.85%
Mid-cap
stocks
2.27%
Large
growth
stocks
-38.44%
5.60%
15.91%
15.26%
Diversified
portfolio
17.21%
34.63%
Foreign
stocks
Large
growth
stocks
5.26%
Small
growth
stocks
13.35%
Large
value
stocks
7.05%
Diversified
portfolio
15.75%
Small
value
stocks
4.71%
2.76%
4.33%
High yield
bonds
Inv-grade
bonds
Large
value
stocks
15.51%
Diversified
portfolio
32.94%
Small
growth
stocks
14.31%
High yield
bonds
Large
value
stocks
-0.17%
Large
growth
stocks
6.30%
2.43%
REITs
Large
value
stocks
30.03%
High yield
bonds
Small
growth
stocks
4.15%
Inv-grade
bonds
11.14%
28.78%
4.34%
Large
growth
stocks
29.75%
Inv-grade
bonds
High yield
bonds
4.10%
Foreign stocks
Mid-cap stocks
average
2022 2003-2022
This table demonstrates how various asset classes have performed on an annual basis for the last 20 years. As you can see, the best performing asset classes change dramatically
best performing asset classes change dramatically from year to year. However, a diversified portfolio (shown in the white boxes)
from year to year. However, a diversified portfolio (shown in the white boxes) that consists of an equal weighting of each of the nine asset classes shown in the chart is much less
that consists of an equal weighting of each of the nine asset classes shown in the chart is much less volatile. Since no one can
volatile. Since no one can predict the future, diversification is critically important to help you reach your investment goals.
Best
Annual
returns
Worst
Diversified portfolio
Large value stocks
As of December 31, 2022. Past performance does not guarantee future results. This chart represents the performance of 9 asset classes over a 20-year period.
Source: Morningstar. Investment grade bonds is represented by the Bloomberg U.S. Aggregate Bond Index. U.S. REITs is represented by the MSCI U.S. REIT Index. High yield bonds is represented by the Bloomberg U.S. High-Yield
2% Issuer Capped Index. Large growth stocks is represented by the Russell 1000 Growth Index. Large value stocks is represented by the Russell 1000 Value Index. Small growth stocks is represented by the Russell 2000 Growth
Index. Small value stocks is represented by the Russell 2000 Value Index. Mid-cap stocks is represented by the Russell Mid Cap Index. Foreign stocks is represented by the MSCI ACWI NR Index. Diversified portfolio is represented
by an equal weighted blended composed of Bloomberg U.S. Aggregate Bond Index, MSCI U.S. REIT Index, Bloomberg U.S. High-Yield 2% Issuer Capped Index, Russell 1000 Growth Index, Russell 1000 Value Index, Russell 2000
Growth Index, Russell 2000 Value Index, Russell Mid Cap Index, and MSCI ACWI NR Index.
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