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I am familiar with many of them, and they are useful resources. I am especially a fan of Ben Carlson’s columns. They are almost always chockfull of actionable information. His latest column is no exception. I’m surprised that Ted has not yet referenced it. So I will:
It is Carlson’s favorite performance chart. Likewise, it is one of my favorites. Note the rather random quilt-like pattern. Good luck on recognizing a specific pattern, but general observations are possible. Carlson makes a few very relevant interpretations. I agree with his assessments. I do wish he had included an average volatility column to supplement his returns summary column.
Many alternate Periodic Tables of Investment Returns are accessible. They all provide terrific performance summaries at a glance. Here is a Link to one such Table that includes a few more years of data:
This one is from Prudential Investments. Many others, like from Callan, are easily accessible. Others include Fixed Income Periodic Performance summaries. Here is a Link to a set of Tables from American Century Investments:
@MJG: Interesting, but the chart you linked is from 1/2/15, today ,3/8/16, he updated the chart. Earlier this morning, I did link which at the time was his latest column, 3/6/16, " Bottom Fishing & New Bull Markets" Thanks for calling it to my attention. Regards, Ted http://awealthofcommonsense.com/2016/03/updating-my-favorite-performance-chart/
Thanks for the update. I'm often a dollar short and especially a day late. Such was the case in this instance. That rarely happens on your consistently timely posts. Thanks also for those countless fine posts. Good, solid work indeed!
Comments
Regards,
Ted
http://awealthofcommonsense.com/2016/03/updating-my-favorite-performance-chart/
Thanks for the update. I'm often a dollar short and especially a day late. Such was the case in this instance. That rarely happens on your consistently timely posts. Thanks also for those countless fine posts. Good, solid work indeed!
Best Wishes.
Regards,
Ted