Asset Classes
This site is for informational purposes only.
Nothing on this site should be considered investment advice or as a solicitation to buy or sell any security.
Past performance is no guarantee of future results.
|
Periodic Table for Selected Asset Classes Returns |
||||||||||||
| 2013-1Q2020 |
2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 1Q 2020 | Aggregate | |||
| R Option 20.93% |
Small Cap Stocks 37.00% |
R Option 52.42% |
R Option 30.50% |
Metals & Mining 53.85% |
EM Stocks 34.35% |
Berkshire Hathaway 2.82% |
S&P 500 28.88% |
Gold 11.66% |
R Option 296.60% |
|||
| Berkshire Hathaway 10.79% |
Berkshire Hathaway 32.70% |
Real Estate 27.37% |
Real Estate 0.8% |
Energy 24.87% |
Metals & Mining 29.57% |
Gold -1.54% |
Mid Cap Stocks 28.25% |
AAA 6.12% |
Berkshire Hathaway 110.13% |
|||
| S&P 500 10.35% |
Mid Cap Stocks 32.65% |
Berkshire Hathaway 27.04% |
S&P 500 -0.73% |
Berkshire Hathaway 23.42% |
Berkshire Hathaway 21.91% |
Bonds -3.10% |
Small Cap Stocks 23.72% |
Bonds 4.15% |
S&P 500 104.21% |
|||
| Mid Cap Stocks 8.08% |
S&P 500 29.60% |
AAA 12.10% |
AAA -1.68% |
Small Cap Stocks 19.48 % |
International Stocks 21.78% |
AAA -3.51% |
Real Estate 18.60% |
R Option 0.08% |
Mid Cap Stocks 75.68% |
|||
| Small Cap Stocks 6.17% |
R Option 27.97% |
Mid Cap Stocks 11.49% |
Bonds -2.18% |
R Option 19.35% |
R Option 21.13% |
R Option -4.64% |
International Stocks -18.44% |
S&P 500 -9.85% |
Small Cap Stocks 54.31% |
|||
| AAA 5.94% |
Energy 23.93% |
S&P 500 11.39% |
International Stocks -3.30% |
Mid Cap Stocks 11.76% |
S&P 500 19.42% |
S&P 500 -6.24% |
Gold 18.36% |
Metals & Mining -15.72 % |
AAA 51.25% |
|||
| Real Estate 0.95% |
International Stocks 19.43% |
Small Cap Stocks 3.53% |
Mid Cap Stocks -4.02% |
S&P 500 9.54% |
Mid Cap Stocks 16.51% |
Real Estate -8.02% |
AAA 16.54% |
Emerging Markets -17.02% |
Real Estate 7.11% |
|||
| Bonds 0.56% |
AAA 2.14% |
Bonds 3.40% |
Small Cap Stocks -5.71% |
Gold 8.69% |
Small Cap Stocks 13.14% |
Mid Cap Stocks -10.64% |
Metals & Mining 16.19% |
Berkshire Hathaway -17.05% |
Bonds 4.13% |
|||
| International Stocks 0.46% |
Real Estate -2.34% |
Gold -0.58% |
Gold -11.78% |
EM Stocks 8.58% |
Gold 11.41% |
Small Cap Stocks -12.18% |
EM Stocks 15.43% |
Mid Cap Stocks -17.06% |
International Stocks 3.35% |
|||
| Gold -0.09% |
Bonds -4.03% |
EM Stocks -4.63% |
Berkshire Hathaway -12.48% |
AAA 4.17% |
AAA 8.59% |
International Stocks -16.14% |
R Option 12.93% |
International Stocks -18.62% |
Gold -0.63% |
|||
| EM Stocks -1.80% |
EM Stocks -4.98% |
International Stocks -7.35% |
EM Stocks -16.96% |
Real Estate 2.90% |
Bonds 0.98% |
EM Stocks -16.64% |
Berkshire Hathaway 10.98% |
Small Cap Stocks -21.45% |
EM Stocks -12.34% | |||
| Metals & Mining -6.32% |
Metals & Mining -17.04% |
Energy -10.56% |
Energy -23.80% |
Bonds -0.23% |
Real Estate -0.08% |
Metals & Mining -17.84% |
Energy 7.82% |
Real Estate -23.84% |
Metals & Mining -37.71% |
|||
| Energy -7.96% |
Gold -28.09% |
Metals & Mining -19.81% |
Metals & Mining -41.61% |
International Stocks -1.88% |
Energy -4.06% |
Energy -20.63% |
Bonds 5.49% |
Energy -36.71% |
Energy -45.20% | |||
| R Option is the |
|||||||||
| Small Cap Stocks is the |
Berkshire Hathaway is |
Energy is the Energy Select |
Bonds is the SPDR Portfolio |
||||||
| Mid Cap Stocks is the |
S&P 500 represents |
International Stocks is the MSCI EAFE |
Emerging Markets Stocks is the MSCI |
||||||
| Gold is the SPDR Gold Shares ETF. | AAA is Randholm & Co.’s Risk Parity / |
Real Estate is the Dow Jones U.S. |
Metals & Mining is the MSCI World |
||||||