Introduction

Most major asset classes were again up in the fourth quarter, completing a very strong year for most stock markets.

International stock markets outperformed the U.S., also continuing the prior quarters’ trend. Emerging markets have had the best returns over the last 12 months, while U.S. markets are still the highest for periods of five and ten years. Bond indexes were slightly down for the quarter, finally succumbing to interest rate increases.

Asset Class14th
Quarter
20175 Years
(annualized)
10 Years
(annualized)
U.S. Stocks (Russell 3000)
6.347% 21.13%
15.58%
8.60%
International Developed (MSCI World ex U.S.)
4.23% 24.21%
7.46%
1.87%
Emerging Markets (MSCI EM)
7.44% 37.28% 4.35% 1.68%
Real Estate Investment Trusts (MSCI World REITs)
3.73%10.28% 7.27%3.83%
Taxable Bonds (Barclays 1-5 Yr Gov)
-0.40% -0.69% 0.74% 2.06%
Municipal Bonds (Barclays Muni 1-5 Yr)
-0.64%1.90% 1.23% 2.56%


References

1. Return data and charts are from Morningstar Direct.

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