Portfolio Toolbox
market indicator

Asset Classes

The "periodic table" of asset class returns is displayed below ranked by historic rolling return performance during your selected time period. Some call this a "jellybean chart" or "investment quilt". You can interact with this chart by selecting the asset classes you would like to view and change the rolling return period from 1-20 years. You can display annualized (CAGR) or absolute return based on your selected rolling return time period. For example, if you select a 5-year rolling return period, the CAGR performance of the US Stock Market from 2015 to 2019 is 11.08% (69.10% 5-year return) and this value is found in the 2019 column.

Source data: https://www.portfoliovisualizer.com/historical-asset-class-returns

Rolling Return
20242023202220212020201920182017201620152014201320122011201020092008200720062005200420032002200120001999199819971996199519941993199219911990198919881987198619851984198319821981198019791978197719761975197419731972
11.02%46.60%24.08%40.19%40.01%39.79%1.90%31.15%50.64%3.97%30.13%50.91%20.80%29.28%37.45%76.46%22.51%38.90%35.07%43.79%34.80%80.98%33.35%23.98%26.35%61.57%42.21%36.34%33.84%38.06%13.04%93.36%28.23%49.22%9.92%35.83%30.52%43.55%83.80%37.46%16.24%42.61%47.10%15.69%46.32%126.55%37.01%29.31%54.78%67.55%66.15%72.96%49.02%
10.83%26.11%1.82%38.77%35.10%37.08%1.59%30.60%24.65%3.17%25.27%37.98%20.73%17.18%30.69%75.98%20.53%36.13%34.30%32.05%30.76%66.48%25.57%18.33%21.88%57.05%28.86%35.44%23.74%37.45%9.76%35.46%23.48%45.26%9.46%31.36%29.00%38.73%63.38%36.90%15.01%39.70%39.57%15.29%45.25%46.92%28.81%22.64%49.27%56.79%8.14%7.17%22.97%
6.84%25.87%-0.77%28.59%34.32%33.72%1.35%28.39%21.47%2.85%18.17%37.62%19.83%16.24%29.27%47.52%13.32%31.62%33.42%23.23%28.80%59.45%20.39%13.70%19.80%42.99%28.62%35.08%22.88%37.04%9.76%29.92%19.50%44.61%9.23%30.40%25.66%30.48%63.38%33.70%14.87%32.69%38.56%14.26%41.43%45.21%19.25%15.88%46.79%56.63%5.70%4.47%18.95%
6.19%22.99%-0.81%28.55%25.53%32.60%1.25%27.65%18.17%2.25%13.84%37.42%18.83%13.23%28.93%42.54%6.68%30.45%30.34%22.59%26.12%57.65%16.67%12.35%19.72%37.96%23.26%33.19%21.80%35.79%4.20%29.92%18.20%44.26%8.65%28.18%25.66%30.48%49.88%33.57%14.67%31.64%36.87%10.20%35.78%41.02%17.74%15.67%45.33%55.13%4.05%3.29%17.62%
5.99%21.30%-2.18%27.96%24.81%31.33%1.00%27.40%16.75%2.22%13.60%36.41%18.64%10.69%28.30%41.85%5.05%17.30%29.39%17.76%26.04%49.93%16.61%10.83%18.10%31.49%17.27%30.99%21.41%34.48%3.09%29.13%15.48%42.96%7.89%28.12%24.96%24.53%40.96%33.13%14.23%27.11%31.13%9.41%35.59%37.80%16.60%15.36%36.67%53.94%-2.27%-9.79%15.32%
5.35%19.84%-4.71%27.10%23.66%30.86%0.99%26.82%15.11%1.50%13.51%35.00%18.56%9.79%27.72%40.22%4.92%15.52%28.39%16.02%23.55%45.63%15.45%9.57%17.28%29.92%16.51%29.78%21.25%33.38%2.89%21.10%15.19%41.56%7.70%27.09%23.78%7.06%30.87%32.93%14.01%25.44%31.07%9.29%33.15%33.07%9.05%5.34%36.40%48.69%-19.80%-13.77%11.94%
5.10%18.89%-5.18%26.31%20.87%30.65%0.90%26.40%12.53%1.25%13.47%33.35%18.56%9.73%25.60%39.09%3.74%13.82%26.64%15.57%20.86%42.88%14.15%8.43%14.03%28.82%15.60%25.66%20.96%33.22%1.88%20.97%14.24%40.44%7.20%26.89%22.84%6.44%21.35%32.79%11.43%22.66%29.36%8.55%31.92%31.48%8.97%5.24%33.32%41.95%-21.09%-16.18%11.15%
3.26%18.05%-5.35%25.59%18.96%28.78%0.86%21.78%11.82%1.12%13.35%32.87%18.14%9.62%25.46%37.61%2.40%12.56%26.27%15.27%20.84%40.34%13.22%8.14%13.32%28.76%14.87%24.59%20.15%32.91%1.63%18.70%10.79%39.35%6.57%26.00%20.16%5.93%19.70%32.31%10.17%22.32%29.27%8.30%31.75%29.84%8.80%4.98%26.54%40.67%-21.13%-18.18%8.66%
2.96%17.67%-5.85%24.36%18.29%27.82%-0.13%21.72%11.50%1.03%13.07%32.18%18.04%9.57%24.86%36.73%2.29%11.59%22.55%13.93%20.35%38.70%10.12%7.80%11.76%23.81%14.64%24.23%18.97%30.32%1.18%18.26%10.18%32.39%6.21%24.92%19.44%4.78%19.38%31.27%9.53%21.29%28.68%5.28%30.76%24.25%8.45%2.91%26.47%37.82%-24.56%-23.09%8.02%
2.70%15.86%-6.91%22.31%18.25%27.22%-0.46%21.67%11.19%0.45%12.43%32.16%17.53%8.60%24.82%36.29%1.53%11.15%22.13%13.60%20.25%38.67%9.29%7.61%11.39%23.13%14.63%22.78%18.12%30.09%-0.07%18.24%9.78%30.22%5.78%19.62%18.42%4.71%18.96%31.23%8.55%20.54%27.91%4.36%25.77%23.22%7.45%1.30%24.18%36.95%-26.34%-24.12%6.36%
2.63%15.84%-8.00%20.32%18.10%25.67%-1.49%21.25%11.07%0.45%11.07%32.02%17.52%8.47%21.63%36.12%-0.14%10.42%19.24%11.89%19.90%38.42%8.26%7.55%9.24%21.07%13.05%18.77%17.65%30.07%-0.08%17.68%9.30%29.01%5.02%19.41%17.32%4.45%18.13%31.17%7.74%16.92%27.09%4.10%17.60%18.05%7.11%1.04%15.35%33.10%-26.93%-24.20%4.29%
2.20%15.56%-8.98%17.59%16.37%24.06%-1.90%21.05%10.61%0.30%10.63%24.70%16.89%7.56%18.86%31.91%-2.35%9.98%15.66%9.26%19.09%37.94%8.02%5.40%9.20%19.80%10.61%17.75%17.48%28.74%-0.17%17.18%9.11%23.78%1.54%19.21%16.22%4.11%18.06%29.85%6.80%15.87%25.21%0.65%15.19%17.44%6.37%0.53%15.29%9.95%-27.59%-32.85%4.13%
2.01%15.41%-9.06%16.19%15.36%22.61%-1.94%19.12%10.12%0.29%10.39%22.06%16.25%7.13%17.09%30.34%-2.85%9.63%15.64%8.64%18.83%37.19%7.91%5.11%8.83%19.04%10.59%14.37%15.83%26.40%-0.48%16.78%8.86%20.90%-3.11%17.93%14.37%2.65%17.12%24.40%6.21%9.49%25.08%-1.48%12.15%10.49%5.93%-2.12%14.85%7.36%-27.81%-32.96%2.72%
1.97%15.38%-9.43%13.07%15.05%22.05%-2.49%16.99%8.34%0.05%9.70%21.84%15.91%3.78%16.96%29.58%-4.74%9.24%15.51%8.11%16.06%35.66%5.79%5.05%8.17%16.66%9.90%13.90%15.02%25.55%-0.51%16.20%7.78%18.91%-3.32%17.84%13.69%2.64%16.96%22.24%5.69%9.11%22.36%-1.74%8.81%8.08%5.87%-3.31%13.75%6.09%-32.34%-39.86%2.35%
1.77%12.69%-10.43%11.43%13.49%21.43%-2.96%16.91%8.03%0.00%8.21%17.36%15.82%2.26%15.77%28.70%-4.87%8.44%14.77%7.36%15.26%35.59%5.22%4.75%6.09%16.30%9.21%13.78%10.24%23.91%-0.60%15.07%7.42%17.43%-3.87%15.18%13.56%2.61%16.86%21.99%2.54%9.03%22.12%-3.30%5.30%5.57%3.35%-3.36%5.19%5.52%-32.64%-40.26%1.01%
1.62%11.63%-10.43%10.87%11.84%21.36%-3.46%16.10%7.83%-0.01%7.37%16.60%15.81%1.97%14.91%28.36%-8.56%7.89%13.60%7.10%13.00%34.14%4.90%4.54%5.99%15.32%8.58%11.97%9.55%22.28%-0.63%14.61%7.41%15.97%-4.02%14.52%13.21%2.11%16.21%21.66%2.19%8.00%20.97%-4.15%4.66%5.35%2.31%-7.84%-4.10%-24.80%-33.72%
0.71%11.42%-12.02%8.61%11.16%20.41%-3.79%13.75%6.62%-0.19%7.25%15.04%15.80%1.93%14.27%28.27%-21.29%6.92%11.99%6.61%12.52%32.25%3.75%4.31%4.91%12.58%7.36%11.91%7.81%20.44%-1.71%14.49%7.23%15.25%-5.85%13.64%12.24%1.64%16.01%20.77%1.56%6.98%20.52%-5.21%3.16%4.78%2.05%-8.66%
0.61%11.07%-13.25%5.58%10.97%20.13%-4.53%12.81%6.21%-1.04%5.76%4.54%15.49%1.71%12.40%26.49%-32.05%6.02%11.95%6.07%10.74%31.35%3.49%3.70%1.59%4.77%6.57%9.44%5.17%19.15%-1.72%13.45%7.19%13.08%-6.08%12.85%10.00%1.55%15.10%17.33%-1.74%6.48%20.50%-5.82%2.88%1.83%1.15%
0.45%9.96%-15.19%5.56%10.90%17.86%-5.26%12.47%6.17%-1.13%4.61%2.31%15.00%1.60%11.12%25.96%-34.36%5.86%11.79%5.98%9.80%28.50%1.73%3.10%0.67%3.82%6.02%9.29%4.79%18.72%-2.12%12.97%7.14%12.40%-7.02%12.85%9.70%1.54%14.57%14.90%-4.26%5.22%20.33%-6.20%-1.29%-0.77%-0.74%
0.41%9.62%-15.32%3.68%10.26%17.42%-5.55%11.94%5.99%-1.25%4.58%0.97%14.36%1.00%10.71%24.03%-35.97%5.49%11.48%5.13%8.94%25.92%1.65%2.90%-0.16%3.35%5.76%8.96%4.68%18.18%-2.17%11.55%6.75%12.16%-10.73%11.48%9.15%0.84%14.34%13.83%-5.70%5.06%14.94%-7.40%-4.99%-1.58%-1.55%
0.17%9.40%-15.33%2.26%10.01%17.37%-5.74%11.67%5.19%-1.40%4.32%0.48%11.66%0.96%9.33%22.75%-36.07%5.39%9.01%5.09%8.52%21.25%-7.43%0.75%-0.34%3.31%5.62%7.06%4.68%13.64%-2.66%11.43%6.61%11.49%-14.26%11.45%7.35%0.20%13.99%7.88%-6.51%2.30%11.45%-11.15%-10.35%-2.10%-4.65%
-0.01%9.11%-16.05%1.36%8.21%15.79%-5.80%8.87%5.05%-1.45%3.88%0.05%10.58%0.07%8.93%21.18%-36.64%4.99%8.24%4.98%8.27%19.89%-8.52%-0.50%-0.88%3.12%5.27%6.95%4.42%12.74%-3.03%11.25%4.71%11.47%-16.75%10.16%6.95%-0.98%11.42%6.95%-13.51%-1.29%10.15%-32.60%-16.00%-2.97%
-0.18%9.00%-16.15%1.10%7.61%15.78%-5.95%8.59%4.65%-1.54%3.83%-0.10%9.54%-0.44%8.53%19.58%-37.02%4.78%8.24%4.77%8.09%17.20%-9.32%-0.78%-2.67%2.58%4.97%6.51%4.39%12.13%-3.63%10.62%3.57%10.78%-18.13%10.00%6.90%-2.64%10.35%6.00%-19.38%-16.31%
-0.24%8.82%-17.18%0.73%7.31%15.62%-6.11%7.06%4.52%-1.83%1.76%-0.81%8.08%-1.58%8.36%15.30%-37.04%4.56%5.16%4.08%7.20%9.08%-12.95%-0.84%-3.08%2.49%4.32%5.22%4.20%12.11%-4.33%9.89%0.84%9.48%-19.05%9.79%6.80%-2.92%9.77%-5.03%
-0.35%7.25%-17.72%0.17%6.30%15.34%-8.79%7.02%4.26%-1.91%0.71%-1.56%8.04%-2.11%8.00%14.08%-37.05%4.23%4.99%3.14%7.12%8.00%-14.20%-2.88%-5.44%1.85%3.67%4.07%3.69%11.53%-5.30%9.68%-3.32%9.48%-19.86%8.61%5.67%-3.51%7.39%
-0.37%6.95%-17.90%0.04%6.21%14.13%-9.34%6.43%3.61%-2.00%0.65%-1.83%6.77%-2.80%7.92%14.03%-38.32%4.19%4.82%3.07%6.11%6.26%-14.61%-4.59%-6.28%0.85%3.52%2.31%3.58%5.99%-5.42%7.07%-5.73%7.20%-21.56%7.23%5.61%-4.25%6.90%
-1.00%5.75%-17.93%-0.43%5.72%8.61%-9.43%4.83%2.75%-2.20%0.42%-2.00%6.60%-3.28%7.35%11.22%-39.49%3.75%4.43%3.01%5.72%5.21%-15.08%-6.02%-7.34%0.29%2.41%-0.77%1.92%5.71%-5.76%6.31%-14.79%5.71%-24.79%7.08%5.26%-6.42%6.28%
-1.46%5.56%-18.23%-0.53%5.28%8.49%-12.34%4.54%2.50%-2.64%0.34%-2.26%5.70%-3.84%7.17%10.80%-40.00%3.73%4.27%2.77%4.65%4.46%-15.41%-10.97%-8.21%-0.50%-0.83%-1.39%1.20%3.98%-7.04%3.82%-14.79%4.37%-24.79%1.89%-14.19%-9.10%5.71%
-1.76%5.48%-18.80%-0.87%5.15%8.06%-12.53%4.32%2.45%-3.78%0.03%-2.74%4.52%-4.16%6.42%10.22%-41.27%3.43%4.22%2.59%4.50%4.20%-15.62%-11.86%-9.06%-0.76%-1.81%-3.14%0.95%3.98%-7.19%3.05%-18.17%-8.56%-33.87%-2.84%-15.26%-9.36%
-2.30%5.31%-19.60%-1.77%5.13%8.03%-13.88%3.89%1.21%-4.38%-2.19%-2.95%4.05%-7.86%6.17%8.75%-41.67%2.95%3.77%2.40%4.24%3.97%-17.95%-12.02%-10.57%-3.52%-2.61%-16.82%0.00%2.75%-8.40%1.53%-19.41%
-2.78%5.17%-21.47%-1.85%3.96%6.82%-13.98%3.45%1.19%-4.77%-4.24%-3.09%3.46%-11.60%5.21%8.46%-41.68%2.54%3.26%2.31%4.12%3.93%-20.02%-12.93%-14.29%-3.53%-2.68%-21.41%-0.75%1.16%-8.72%
-3.23%3.75%-23.40%-2.29%2.41%6.78%-14.44%2.81%1.00%-5.05%-4.69%-5.19%2.73%-12.42%4.91%5.93%-41.82%2.04%3.14%2.24%3.40%2.68%-20.88%-15.26%-15.61%-4.04%-3.91%-22.72%-1.26%0.98%
-4.08%3.74%-25.62%-2.38%2.18%6.76%-14.46%2.39%1.00%-5.86%-5.06%-5.87%2.67%-12.51%4.47%3.07%-44.10%1.16%2.94%2.20%3.23%2.38%-20.96%-20.15%-22.21%-6.23%-16.32%-25.67%-4.59%0.56%
-4.38%3.64%-26.30%-3.33%1.82%6.29%-14.66%2.03%0.62%-8.28%-5.66%-8.57%0.99%-14.00%2.63%1.44%-44.73%0.08%2.86%1.77%2.11%2.37%-21.22%-20.30%-25.74%-7.83%-18.12%-38.92%-7.82%-4.48%
-5.05%3.62%-28.49%-4.15%0.44%5.74%-14.71%1.58%0.36%-10.67%-6.67%-8.92%0.69%-14.56%2.13%0.16%-45.75%-4.37%2.19%1.65%1.32%1.64%-22.15%-21.94%-27.56%-8.66%
-6.62%3.15%-28.93%-4.73%-2.97%3.59%-14.86%1.00%0.30%-15.47%-6.80%-13.03%0.08%-18.78%1.50%-1.69%-47.07%-5.40%1.74%1.16%1.12%1.04%-23.68%-26.34%
-9.05%2.99%-29.58%-4.93%-4.78%2.38%-17.12%0.88%0.08%-29.42%-11.41%-28.33%-0.58%-19.63%0.95%-10.17%-52.81%-7.07%0.43%-4.34%1.03%0.15%
-9.10%-5.51%-33.22%-9.52%-23.94%2.13%-18.47%0.40%-0.80%-34.06%-32.96%-35.13%-12.98%-21.70%0.14%-12.06%-56.02%-16.46%