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Yearly


Periodic Table for Selected Asset Classes

2013-2018 AVG 2013 2014 2015 2016 2017 2018 Aggregate
R Option & Co.
32.39%
R Option & Co.
37.43%
R Option & Co.
71.58%
R Option & Co.
42.18%
Metals & Mining
53.85%
EM Stocks
34.41%
Berkshire Hathaway
2.89%
R Option & Co.
438.48%
Berkshire Hathaway
14.40%
Small Cap Stocks
-33.23%
Real Estate
27.42%
Real Estate
0.52%
R Option & Co.
26.94%
R Option & Co.
29.52%
R Option & Co.
-2.31%
Berkshire Hathaway
124.17%
S&P 500
9.76%
Mid Cap Stocks
32.60%
Berkshire Hathaway
27.32%
S&P 500
-0.73%
Energy
25.20%
Metals & Mining
29.50%
Bonds
-3.10%
S&P 500
74.85%
Mid Cap Stocks
8.70%
Sequoia Fund
32.45%
Mid Cap Stocks
11.70%
Bonds
-2.28%
Berkshire Hathaway
25.19%
International Stocks
21.42%
S&P 500
-6.59%
Mid Cap Stocks
64.99%
Small Cap Stocks
7.49%
Berkshire Hathaway
30.00%
S&P 500
11.54%
International Stocks
-3.30%
Small Cap Stocks
19.67%
Berkshire Hathaway
20.79%
Real Estate
-8.17%
Small Cap Stocks
54.23%
Real Estate
2.76%
S&P 500
29.60%
Sequoia Fund
5.42%
Mid Cap Stocks
-4.30%
Mid Cap Stocks
11.89%
S&P 500
18.74%
Mid Cap Stocks
-10.68%
Real Estate
17.77%
International Stocks
1.12%
MLPs
22.35%
Small Cap Stocks
3.81%
Small Cap Stocks
-6.12%
S&P 500
9.84%
Mid Cap Stocks
16.45%
Small Cap Stocks
-12.21%
International Stocks
6.89%
Bonds
-0.90%
Energy
21.33%
Bonds
3.46%
Sequoia Fund
-11.80%
MLPs
9.40%
Small Cap Stocks
13.07%
International Stocks
-16.14%
Bonds
-5.29%
EM Stocks
-1.46%
International Stocks
19.42%
MLPs
1.99%
Berkshire Hathaway
-12.95%
EM Stocks
8.57%
Sequoia Fund
5.13%
EM Stocks
-16.58%
EM Stocks
-8.42%
Sequoia Fund
-3.94%
Real Estate
-2.73%
EM Stocks
-4.62%
EM Stocks
-16.96%
Real Estate
3.47%
Bonds
1.09%
Metals & Mining
-17.84%
Sequoia Fund
-21.45%
Energy
-3.95%
Bonds
-3.95%
International Stocks
-7.35%
Energy
-23.38%
Bonds
-0.44%
Real Estate
-0.52%
MLPs
-18.47%
Energy
-21.49%
Metals & Mining
-7.27%
EM Stocks
-5.03%
Energy
-10.03%
MLPs
-35.99%
International Stocks
-1.88%
Energy
-5.06%
Energy
-21.03%
Metals & Mining
-36.42%
MLPs
-8.01%
Metals & Mining
-17.04%
Metals & Mining
-19.81%
Metals & Mining
-41.61%
Sequoia Fund
-22.18%
MLPs
-14.98%
Sequoia Fund
-22.03%
MLPs
-39.42%

Description:

Small Cap Stocks: results are from the Russell 2000 Index, tracking around 2000 small-cap companies with an average market cap of $1.03bn as of Dec 31, 2018.

Berkshire Hathaway is an American conglomerate present in businesses such as insurance, freight rail transportation and utilities. It also has investments in fixed-income and equities.​

Energy: results are from theEnergy Select Sector SPDR ETF, which tracks the S&P 500 Energy Select Sector Index.​

Bonds: returns are from the SPDR Portfolio Aggregate Bond ETF, which tracks the Bloomberg Barclays US Aggregate Bond Index.​

Mid Cap Stocks: returns are from the Russell Midcap Index, which tracks 800 publicly traded U.S. companies with market caps between $2 and $10 billion.​</td>

S&P 500 index represents the performance of the 500 largest companies in the U.S.​

International Stocks: performance is from the MSCI EAFE Index (Europe, Australasia, and Far East)​

Emerging Markets Stocks: performance comes from the MSCI Emerging Markets Stocks Index.​

Sequoia Fund is an American fund with a Large Growth investment style and with $3.7bn in AUM.​

MLPs returns are from the Alerian MLP Infrastructure Index, which covers U.S. publicly traded Master Limited Partnerships related to energy infrastructure.​

Real Estate returns are from the Dow Jones U.S. Select REIT Index.​

Metals & Mining: performance is from the MSCI World Metals & Mining PR Daily USD Index.​

 

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