Periodic Table of Select Asset Classes
Through 11/30/2024
Periodic Table Disclosures
This table illustrates the returns of various indices to demonstrate the importance of owning a diversified portfolio. Diversification does not assure a profit nor does it protect against loss of principal. The returns include dividend reinvestments but exclude the impact of management fees and trading costs. Past performance is no assurance of future performance.
Large Cap Stocks are represented by the S&P 500 Index, which measures the performance of the large-cap segment of the U.S. equity universe.
Mid Cap Stocks are represented by the Russell Midcap Index, which measures the performance of the mid-cap segment of the U.S. equity universe.
Small Cap Stocks are represented by the Russell 2000 Index, which measures the performance of the small-cap segment of the U.S. equity universe. It includes approximately 2,000 of the smallest securities based on a combination of their market cap and current index membership.
International Stocks are represented by the MSCI EAFE Index (Europe, Australasia, and Far East), which is a widely followed index of common stocks from 22 developed market countries.
Emerging Markets are represented by the MSCI Emerging Markets Index, which measures the performance of stocks in emerging market countries.
Precious Metals is represented by the MSCI World/Metals & Mining (TR Net) Index which measures the performance of U.S. stocks of companies engaged in the exploration and production of gold, silver and platinum-group metals. At Creative, we do not recommend precious metals as an investment. The asset class has historically delivered the worst of both worlds: high volatility and very low returns. No thanks. We include this asset class on the Creative Planning Periodic Table only because it is a major asset class and often covered by the media and discussed with clients.
Bonds are represented by the S&P U.S. Aggregate Bond Index, which is designed to measure the performance of publicly issued U.S. dollar denominated investment-grade debt. The index is part of the S&P AggregateTM Bond Index family and includes U.S. treasuries, quasi-governments, corporates, taxable municipal bonds, foreign agency, supranational, federal agency, and non-U.S. debentures, covered bonds, and residential mortgage pass-throughs.
Real Estate is represented by the Dow Jones U.S. Select REIT Index, which measures the performance of U.S. publicly traded Real Estate Investment Trusts.
Bitcoin is represented by BTC-USD daily prices published at yahoofinance.com
An ETF or mutual fund’s portfolio may differ significantly from the securities held in the indices. These indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the active management of an actual portfolio.
*As of 11/30/2024
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable. Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.
Market data, articles and other content on this Website are based on generally available information and are believed to be reliable. Family Financial does not guarantee the accuracy of the information contained in this Website. The information is of a general nature and should not be construed as investment advice.