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Creative Planning Periodic Table of Style Rotation

This style rotation table compares the returns of various indices. Fluctuations in market cycles demonstrate the importance of diversification. Diversification does not assure a profit nor does it protect against loss of principal. As with any investment, it is possible to lose money. The returns include dividend reinvestments but exclude the impact of management fees and trading costs. Past performance is no assurance of future performance.

Annual Returns for Selected Asset Classes

2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 Year-to-Date
18.68% 38.82% 32.00% 4.48% 56.29% 36.83% 0.01% 31.49% 24.50% 45.91% 25.67%
17.32% 34.76% 13.69% 1.38% 21.31% 32.83% -4.22% 30.54% 20.27% 28.71% -3.71%
17.28% 32.39% 13.22% 0.55% 13.80% 25.03% -4.38% 25.52% 18.40% 22.58% -4.60%
17.12% 22.78% 5.97% -0.81% 11.96% 21.83% -9.06% 23.10% 18.39% 14.82% -5.68%
16.35% 1.22% 4.89% -2.44% 9.90% 18.52% -11.01% 22.72% 16.70% 14.33% -5.91%
16.00% -2.02% -1.79% -4.41% 6.68% 14.65% -13.79% 22.01% 7.82% 11.26% -5.93%
4.21% -2.20% -4.90% -13.86% 2.65% 3.76% -14.99% 17.65% 7.51% -0.28% -6.65%
0.90% -14.83% -17.72% -39.43% 1.00% 3.54% -15.05% 8.72% -11.20% -1.54% -7.53%

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021