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Last 5 Years vs. Average 5 Years

Check this out… Let’s compare the last 5-year period with the average 5-year period.

The last 5 years have created one of the widest performance gaps we’ve experienced over the past 40 years. Five years is a long time for investors to endure historical “underperformance” from their portfolio’s primary diversifiers.

Check out these charts:

 

 

 


The Russell 3000® Index measures the performance of the largest 3000 U.S. companies representing approximately 98% of the investable U.S. equity market.

MSCI EAFE (Europe, Australia, Far East) Index: A free float-adjusted market capitalization index that is designed to measure the equity market performance of developed markets, excluding the U.S. and Canada.

S&P 500® Index: An index, with dividends reinvested, of 500 issues representative of leading companies in the U.S. large cap securities market.

Barclays U.S. Aggregate Bond Index: An index, with income reinvested, generally representative of intermediate-term government bonds, investment grade corporate debt securities, and mortgage-backed securities. (specifically: Barclays Government/Corporate Bond Index, the Asset-Backed Securities Index, and the Mortgage-Backed Securities Index).

Indexes are unmanaged and cannot be invested in directly.Returns represent past performance, are not a guarantee of future performance, and are not indicative of any specific investment.

Strategic asset allocation and diversification do not assure profit or protect against loss in declining markets.


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