Annual performance ranked from best to worst. A reminder that diversification — not prediction — is the foundation of a resilient portfolio.
Loading…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. Small Cap Stocks are represented by the Russell 2000 Index. International Stocks are represented by the MSCI EAFE Index (Europe, Australasia, and Far East). Emerging Markets are represented by the MSCI Emerging Markets Index. Real Estate is represented by the Dow Jones U.S. Select REIT Index. Bonds are represented by the S&P U.S. Aggregate Bond Index. Precious Metals is represented by the MSCI World/Metals & Mining (TR Net) Index. Bitcoin is represented by BTC-USD daily prices.
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. Different types of investments involve varying degrees of risk. It should not be assumed that future performance of any specific investment or investment strategy will be profitable.
Market data and content on this page are based on generally available information and are believed to be reliable. Family Financial LLC does not guarantee the accuracy of the information. The information is of a general nature and should not be construed as investment advice.