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.

Rolling Return