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January 28, 2023

Wealth Building: How did your investments compare to different asset classes?

From the Novel Investor website: The chart below shows several issues investors struggle with all the time. It’s difficult to pick the best performing investment year after year, yet for many investors, it’s an annual event. They look for an encore, picking the best asset class last year with the hope of a repeat performance. Yet, betting on last year’s winner rarely works out.

Assets at the top of the chart one year could be at the bottom the next, and vice versa. Much of this is due to reversion to the mean. But over the long-term, those big swings even out. The chart shows annual returns for eight asset classes against a diversified portfolio. Diversification works to smooth out those big swings in the short-term. While you’ll never get the biggest gains of any year, you avoid the huge losses.

The table below ranks the best to worst investment returns by asset class over the past 15 years. Click on the image below to go to the Novel Investor website to get the full-size chart you can hover over to highlight the asset class returns.


Novel Investor Asset Class Returns QuiltSource: NovelInvestor.com

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