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Our investment return heat map shows annual returns for selected asset classes across equities, fixed income and alternatives, ranked from best to worst over the last 10-years.
This analysis covers historical investment returns by asset class (from 1985 to 2024) for a wide set of investments — including stocks / bonds in the U.S., Canada, and beyond. We’ll dig into questions such as: Does any investment asset class consistently outperform the rest?
This chart shows annual returns for eight broad-based asset classes, cash and a diversified portfolio ranked from best to worst. Notice how the “leadership” changes from year to year, and how competitively the diversified portfolio performed over 20 years (see the “annualized return” column).
Returns are in USD, and net for MSCI EAFE and gross for all other asset classes. Annualized return and standard deviation (annualized) is for the 20-year period ending December 31, 2023. The diversified portfolio is rebalanced quarterly to maintain the equal allocations throughout the period.
Indices are unmanaged and their returns assume reinvestment of dividends and do not reflect any fees or expenses. It is not possible to invest directly in an index. Diversification does not ensure a profit or protect against a loss.
The Callan Periodic Table of Investment Returns graphically depicts annual returns for various asset classes, ranked from best to worst. Created by Jay Kloepfer in 1999, the table features well-known, industry-standard market indices as proxies for each asset class.
Here's a look at the 20-year annualized returns by asset class between 1999 - 2018. You'll be surprised at the best performer of them all.