I’ve been waiting for some good graphics about the performance of various asset classes for 2011. Got any? I’d try and make one myself, but I’m exhausted from year-end festivities. Below is one from Scotty Barber of Reuters (click to enlarge):
I also saved as a PDF the performance data from all Vanguard mutual funds after the close of the last trading day of 2011 (download link). Selected funds:
|Fund Ticker||Asset Class||2011 Total Return|
|VTSMX||US Total Market||0.96%|
|VISVX||US Small Cap Value||-4.16%|
|VGSIX||US Real Estate (REIT)||8.47%|
|VFWIX||International Total Market||-14.41%|
|VGTSX||International Total Market||-14.56%|
|VFSVX||International Small Cap||-20.28%|
|VBMFX||Total Bond Market Index||7.56%|
As a reminder that being this year’s best performing asset class is no guarantee of for future years, here’s the Periodic Table of Investment Returns from Callan that shows the relative performance of 8 major asset classes over the last 20 years (1991-2010, click to view PDF).
Any predictions for 2012?