Jay Hauke.Draftline Enrollment - Web Book - 2025 - Flipbook - Page 26
Still trying to time the market? Take a closer look.
|is table demonstrates how various asset classes have performed on an annual basis for the last 20 years. As you can see, the
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.
predict the future, diversiocation is critically important to help you reach your investment goals.
Annualized
average
As of December 31, 2024. Past performance does not guarantee future results. This chart represents the performance of 9 asset classes over a 20-year period.
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.
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