Creative Planning Periodic Table of Style Rotation
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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 10 year average was calculated by adding the annual return for each asset class over the previous 10 years and calculating the average of the result. The returns include dividend reinvestments but exclude the impact of management fees and trading costs. Past performance is no assurance of future performance.



Large Cap Stocks are represented by the S&P 500 Index, which measures the performance of the large-cap segment of the U.S. equity universe.

Mid Cap Stocks are represented by the Russell Midcap Index, which measures the performance of the mid-cap segment of the U.S. equity universe.

Small Cap Stocks are represented by the Russell 2000 Index, which measures the performance of the small-cap segment of the U.S. equity universe. It includes approximately 2,000 of the smallest securities based on a combination of their market cap and current index membership.

International Stocks are represented by the MSCI EAFE Index (Europe, Australasia, and Far East), which is a widely followed index of common stocks from 22 developed market countries.

Emerging Markets Stocks are represented by the MSCI Emerging Markets Stocks Index, which measures the performance of stocks in emerging market countries.

Real Estate is represented by the Dow Jones U.S. Select REIT Index, which measures the performance of U.S. publicly traded Real Estate Investment Trusts.

Energy is represented by the S&P 500 Select Energy Sector Index which measures the performance of U.S. energy companies.

Precious Metals is represented by the MSCI Wrld/Metals & Mining (TR Net) Index which measures the performance of U.S. stocks of companies engaged in the exploration and production of gold, silver and platinum-group metals. At Creative, we do not recommend precious metals as an investment. The asset class has historically delivered the worst of both worlds: high volatility but very low returns. No thanks. We include this asset class on the Creative Planning Periodic Table only because it is a major asset class and often covered by the media and discussed with clients.

MLPs are represented by the Alerian MLP Infrastructure Index, which measures the performance of U.S. publicly traded Master Limited Partnerships in the energy infrastructure category.

Bonds are represented by the Barclays U.S. Aggregate Bond Index, which covers the USD-denominated, investment-grade, fixed-rate, taxable bond market. The index includes government and corporate securities, mortgage-backed securities, and asset-backed securities, with maturities of at least one year.

An ETF or mutul fund's portfolio may differ significantly from the securities held in the indices. These indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the active management of an actual portfolio.

*as-of 9/28/2018

Annual Returns for Selected Asset Classes

2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 YTD 2018 '08-'17 AVG
Bonds
5.24%
Emerging Markets Stocks
82.36%
MLPs
35.85%
MLPs
13.88%
Emerging Markets Stocks
18.68%
Small Cap Stocks
38.82%
Real Estate
32.00%
Real Estate
4.48%
Precious Metals
56.29%
Emerging Markets Stocks
36.83%
Small Cap Stocks
11.51%
Mid Cap Stocks
11.81%
Small Cap Stocks
-33.79%
Precious Metals
80.73%
Real Estate
28.07%
Real Estate
9.37%
International Stocks
17.32%
Mid Cap Stocks
34.76%
Large Cap Stocks
13.69%
Large Cap Stocks
1.38%
Energy
27.36%
Precious Metals
32.83%
Large Cap Stocks
10.56%
Small Cap Stocks
10.77%
Energy
-34.87%
MLPs
76.41%
Small Cap Stocks
26.85%
Bonds
7.84%
Mid Cap Stocks
17.28%
Large Cap Stocks
32.39%
Mid Cap Stocks
13.22%
Bonds
0.55%
Small Cap Stocks
21.31%
International Stocks
25.03%
Energy
7.46%
MLPs
10.56%
MLPs
-36.92%
Mid Cap Stocks
40.48%
Mid Cap Stocks
25.48%
Energy
4.72%
Real Estate
17.12%
MLPs
27.58%
Bonds
5.97%
International Stocks
-0.81%
MLPs
18.31%
Large Cap Stocks
21.83%
Mid Cap Stocks
7.46%
Large Cap Stocks
10.39%
Large Cap Stocks
-37.00%
International Stocks
31.78%
Precious Metals
23.58%
Large Cap Stocks
2.11%
Small Cap Stocks
16.35%
Energy
25.07%
Small Cap Stocks
4.89%
Mid Cap Stocks
-2.44%
Mid Cap Stocks
13.80%
Mid Cap Stocks
18.52%
MLPs
5.90%
Real Estate
9.20%
Real Estate
-39.20%
Real Estate
28.46%
Energy
20.46%
Mid Cap Stocks
-1.55%
Large Cap Stocks
16.00%
International Stocks
22.78%
MLPs
4.80%
Small Cap Stocks
-4.41%
Large Cap Stocks
11.96%
Small Cap Stocks
14.65%
Real Estate
2.56%
Emerging Markets Stocks
7.65%
Mid Cap Stocks
-41.46%
Small Cap Stocks
27.17%
Emerging Markets Stocks
19.90%
Small Cap Stocks
-4.18%
MLPs
4.80%
Real Estate
1.22%
Emerging Markets Stocks
-1.79%
Emerging Markets Stocks
-13.86%
Emerging Markets Stocks
9.90%
Real Estate
3.76%
International Stocks
-1.43%
International Stocks
4.44%
International Stocks
-43.38%
Large Cap Stocks
26.46%
Large Cap Stocks
15.06%
International Stocks
-12.14%
Energy
4.61%
Bonds
-2.02%
International Stocks
-4.90%
Energy
-21.12%
Real Estate
6.68%
Bonds
3.54%
Bonds
-1.60%
Bonds
4.05%
Emerging Markets Stocks
-53.78%
Energy
13.82%
International Stocks
7.75%
Emerging Markets Stocks
-19.49%
Bonds
4.21%
Emerging Markets Stocks
-2.20%
Energy
-7.78%
MLPs
-32.59%
Bonds
2.65%
Energy
-1.01%
Precious Metals
-6.43%
Precious Metals
3.96%
Precious Metals
-55.14%
Bonds
5.93%
Bonds
6.54%
Precious Metals
-27.62%
Precious Metals
0.90%
Precious Metals
-14.83%
Precious Metals
-17.72%
Precious Metals
-39.43%
International Stocks
1.00%
MLPs
-6.52%
Emerging Markets Stocks
-8.22%
Energy
3.13%