Aero Door 2024 - Web Book - Flipbook - Page 25
Small
value
stocks
-9.78%
REITs
Large
growth
stocks
9.07%
Inv-grade
bonds
4.33%
Small
growth
stocks
4.15%
High yield
bonds
2.76%
Inv-grade
bonds
2.43%
High yield
bonds
Large
growth
stocks
6.30%
Inv-grade
bonds
4.34%
-16.82%
Large
value
stocks
-0.17%
5.93%
Inv-grade
bonds
Large
value
stocks
19.69%
Small
value
stocks
20.58%
28.61%
17.28%
13.21%
6.54%
Inv-grade
bonds
-6.86%
Foreign
stocks
Small
value
stocks
-5.50%
Foreign
stocks
4.21%
Inv-grade
bonds
Small
growth
stocks
14.59%
Large
growth
stocks
15.26%
14.94%
15.37%
Small
growth
stocks
-2.91%
Diversified
portfolio
15.78%
High yield
bonds
16.80%
Foreign
stocks
-1.55%
Mid-cap
stocks
Large
value
stocks
0.39%
1.04%
Diversified
portfolio
High yield
bonds
Large
value
stocks
15.51%
Large
growth
stocks
16.71%
19.68%
Diversified
portfolio
Mid-cap
stocks
Large
value
stocks
17.51%
17.77%
REITs
Small
value
stocks
18.05%
2012
-2.02%
Inv-grade
bonds
2.47%
REITs
7.44%
High yield
bonds
2.46%
High yield
bonds
Small
value
stocks
-7.47%
-4.43%
High yield
bonds
Small
value
stocks
4.22%
4.71%
Foreign
stocks
-2.44%
Mid-cap
stocks
-1.84%
Foreign
stocks
Small
growth
stocks
-1.38%
-1.16%
Diversified
portfolio
0.55%
Inv-grade
bonds
2.52%
REITs
Large
growth
stocks
5.67%
2015
Large
value
stocks
-3.83%
Small
growth
stocks
5.60%
22.57%
5.97%
23.44%
Inv-grade
bonds
10.30%
Diversified
portfolio
Large
growth
stocks
13.05%
13.22%
Mid-cap
stocks
Large
value
stocks
13.45%
30.38%
REITs
2014
Diversified
portfolio
Foreign
stocks
Large
value
stocks
32.53%
Large
growth
stocks
33.48%
Small
value
stocks
34.52%
34.76%
Mid-cap
stocks
Small
growth
stocks
43.30%
2013
2.65%
Inv-grade
bonds
Large
growth
stocks
7.08%
8.48%
Foreign
stocks
8.60%
REITs
Small
growth
stocks
11.32%
13.20%
Diversified
portfolio
13.80%
Mid-cap
stocks
17.13%
High yield
bonds
Large
value
stocks
17.34%
Small
value
stocks
31.74%
2016
High yield bonds
Investment-grade bonds
Large growth stocks
Small value stocks
REITs
Small growth stocks
-41.85%
Foreign
stocks
-41.46%
Mid-cap
stocks
Small
growth
stocks
-38.54%
Foreign stocks
Mid-cap stocks
10.76%
Diversified portfolio
Large value stocks
11.14%
High yield
bonds
1.95%
Large
growth
stocks
-38.44%
Small
growth
stocks
13.35%
REITs
31.78%
-37.97%
2.27%
Diversified
portfolio
15.26%
Small
value
stocks
4.71%
Small
growth
stocks
14.31%
15.75%
Diversified
portfolio
REITs
5.60%
High yield
bonds
17.21%
Mid-cap
stocks
Large
growth
stocks
5.26%
15.91%
Foreign
stocks
Small
growth
stocks
34.47%
35.41%
Large
growth
stocks
2.64%
4.96%
Small
value
stocks
24.50%
25.48%
Large
growth
stocks
37.21%
Foreign
stocks
7.84%
High yield
bonds
28.48%
Mid-cap
stocks
40.48%
Inv-grade
bonds
8.69%
REITs
2011
REITs
Small
growth
stocks
29.09%
2010
Mid-cap
stocks
58.76%
Large
value
stocks
-36.85%
-32.03%
Diversified
portfolio
Small
value
stocks
-28.92%
-25.88%
High yield
bonds
5.24%
2009
High yield
bonds
Mid-cap
stocks
6.97%
2008
Inv-grade
bonds
Diversified
portfolio
21.53%
Inv-grade
bonds
Large
value
stocks
7.05%
7.10%
Large
value
stocks
16.49%
Diversified
portfolio
Foreign
stocks
11.37%
Diversified
portfolio
20.22%
Small
growth
stocks
7.05%
Large
value
stocks
22.25%
12.13%
Foreign
stocks
Mid-cap
stocks
Large
growth
stocks
11.81%
Small
value
stocks
23.48%
REITs
Small
value
stocks
22.25%
12.18%
35.92%
12.65%
31.49%
2007
Foreign
stocks
2006
REITs
2005
Mid-cap
stocks
REITs
2004
3.54%
Inv-grade
bonds
5.07%
REITs
7.50%
High yield
bonds
Small
value
stocks
7.84%
Large
value
stocks
13.66%
14.56%
Diversified
portfolio
18.52%
Mid-cap
stocks
Small
growth
stocks
22.17%
24.62%
Foreign
stocks
Large
growth
stocks
30.21%
2017
2018
Small
value
stocks
-12.86%
Small
growth
stocks
-9.31%
-9.06%
Mid-cap
stocks
-8.93%
Foreign
stocks
Large
value
stocks
-8.27%
-6.04%
Diversified
portfolio
-4.57%
REITs
-2.08%
High yield
bonds
Large
growth
stocks
-1.51%
0.01%
Inv-grade
bonds
8.72%
Inv-grade
bonds
14.32%
High yield
bonds
Small
value
stocks
22.39%
24.60%
Diversified
portfolio
25.84%
REITs
Large
value
stocks
26.54%
27.30%
Foreign
stocks
Small
growth
stocks
28.48%
18.74%
-7.57%
REITs
-1.54%
Inv-grade
bonds
Small
growth
stocks
2.83%
5.26%
High yield
bonds
Small
value
stocks
4.63%
Large
value
stocks
2.80%
18.54%
7.05%
Foreign
stocks
7.51%
High yield
bonds
22.58%
Diversified
portfolio
13.55%
Mid-cap
stocks
Large
value
stocks
25.16%
Large
growth
stocks
27.60%
Small
value
stocks
28.27%
43.06%
REITs
2021
Inv-grade
bonds
Diversified
portfolio
16.82%
Foreign
stocks
17.10%
Mid-cap
stocks
Small
growth
stocks
34.63%
Mid-cap
stocks
30.54%
Large
growth
stocks
38.49%
2020
Large
growth
stocks
36.39%
2019
7.55%
Large
growth
stocks
-29.14%
Small
growth
stocks
-26.36%
5.53%
Inv-grade
bonds
3.17%
Inv-grade
bonds
6.58%
High yield
bonds
13.44%
-24.51%
Large
value
stocks
11.46%
Foreign
stocks
13.74%
-18.36%
High yield
bonds
Large
value
stocks
7.99%
8.00%
REITs
8.28%
Diversified
portfolio
Small
growth
stocks
8.28%
9.82%
Mid-cap
stocks
Large
growth
stocks
11.29%
REITs
REITs
Small
value
stocks
14.65%
17.23%
Mid-cap
stocks
17.80%
Diversified
portfolio
Small
growth
stocks
18.66%
22.20%
Foreign
stocks
Large
growth
stocks
42.68%
Small
value
stocks
7.68%
Foreign
stocks
-17.88%
Diversified
portfolio
-17.32%
Mid-cap
stocks
Small
value
stocks
-14.48%
-13.01%
Inv-grade
bonds
-11.18%
High yield
bonds
Large
value
stocks
-7.54%
2022
Annualized
average
2023 2004-2023
Certified Advisory Corp • 1111 Douglas Avenue • Altamonte Springs, Florida 32714 • 407.869.9800 • Plan@FinancialGroup.com • FinancialGroup.com
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.
As of December 31, 2023. Past performance does not guarantee future results. This chart represents the performance of 9 asset classes over a 20-year period.
Worst
Annual
returns
Best
predict the future, diversiocation is critically important to help you reach your investment goals.
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 diversioed 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.
|is table demonstrates how various asset classes have performed on an annual basis for the last 20 years. As you can see, the
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