
Callan Associates updates a “periodic desk” yearly with the relative efficiency of 9 main asset courses during the last 20 years. Above is the latest snapshot of 2006-2025, which you’ll find on their web site Callan.com. The most effective performing asset class is listed on the high, and it kinds downward till you could have the worst performing asset. I discover it best to concentrate on a particular Asset Class (Coloration) after which visually noting how its relative efficiency bounces round.
The Callan Periodic Desk of Funding Returns conveys the robust case for diversification throughout asset courses (shares vs. bonds), capitalizations (massive vs. small), and fairness markets (U.S. vs. international ex-U.S.). The Desk highlights the uncertainty inherent in all capital markets. Rankings change yearly. Additionally noteworthy is the distinction between absolute and relative efficiency, as returns for the top-performing asset class span a variety over the previous 20 years.