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Interactive Asset Class Rolling Returns - Portfolio Toolbox
Portfolio Toolbox
market indicator

Asset Classes

The "periodic table" of asset class returns is displayed below ranked by rolling return performance. Some call this a "jellybean chart" or "investment quilt". You can interact with this table by selecting the asset classes you would like to view, and change the rolling return period from one to ten years. For example, if you select a five year rolling return period, the performance of US Stock Market from 2015 to 2019 is 69.10% (11.08% annualized) and this value is found in the 2019 column.

Rolling Return