Periodic Table

Periodic Table of Investment Returns

PeriodicTable2008-2018 v3.PNG

SOURCE: Morningstar Direct & Bogleheads.org | ILLUSTRATIVE PURPOSES ONLY; Not Investment Advice | Past performance is not a guarantee of future results. All investments involve risk. Returns above are for the total returns assuming an investment for the entire period and all dividends and interest payments were reinvested and no other fees were incurred. Returns are for the Vanguard funds as follows:

S&P 500: VFINX
Small Cap: NAESX
Int'l Stocks: VSTSX
Dividend Growth: VDAIX
EmgMkts: VEIEX
HghYldBnds: VWEHX
InvstGrdBnd: VCITX
LT-TreasBond: VUSTX
Real Estate: VGSIX
CASH: VUSXX

For additional information on the risks involved with each fund click here. The use of Vanguard funds in the table is not a recommendation to purchase any of their funds. Vanguard was chosen as a way to represent each of the available asset classes without any active management inside the fund.

About the Blog

The purpose of SEM’s Traders Blog is to provide simple explanations about the current market environment. It is designed to give advisors talking points about the market and for individual investors to better understand what is happening.

Each week SEM posts a Chart of the Week to illustrate one aspect of the market in a different way than you might hear in the mainstream financial media. Throughout the week other posts will be made depending on the volatility, news events, or changes in SEM’s Scientifically Engineered Models