Asset Class Variability
Asset class returns 1999 to 2017 The Asset Class Returns Table depicts annual returns for 9 asset classes, ranked from best to worst...
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Guide to the Markets
How to Use a Historical Returns Triangle
For example, to find the annualized compound rate of return for the S&P 500 Index for the interval 1998-2007:
1
Locate the column for the first year of the interval (1998).
Years are labeled at the top and bottom of each column.
2
Locate the column the row for the last year of the interval (2007).
Years are labled at the beginning of each row.
3
The return can be found where the first year's column meets the last year's row.
In this example, the S&P 500 Index had a compound rate of return of __% per year for the ten-year period.
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