Periodic table of annual returns

From year to year, there’s no telling which asset classes will be the best performers in the following years, which is a strong argument for portfolio diversification.The Importance of Diversification The periodic table of annual returns, patterned after Mendeleev's periodic table of the elements, shows this concept graphically.
==Periodic table==
Refer to the table below. This table represents the annual total returns (income plus price changes) in terms of Canadian dollars for a variety of asset classes over the past ten years. The foreign asset class returns are adjusted for year-end to year-end foreign exchange fluctuations to put them in Canadian dollar terms.
 Periodic Table of Annual Returns for CanadiansBased on data from Libra Investment Management, which is Copyright © Libra Investment Management Inc. 2005-2023. All rights reserved.
===Asset classes represented===
The following table provides a legend for terms represented above, including links to the underlying index provider (if available).
Text 	Represents
RRB 	Real return bonds
S&P500 	S&P 500® - S&P Dow Jones Indices
L. Bond 	Canada Long Term Bond Index - FTSE TMX Canada Indices
S. Bond 	Canada Short Term Bond Index - FTSE TMX Canada Indices
TSX 	S&P/TSX Composite (CAD) - S&P Dow Jones Indices
Wilshire	Wilshire 5000 Total Market Index - Wilshire Associates
All Bond	Canada Universe Bond Index - FTSE TMX Canada Indices
US Bond 	Barclays US Aggregate Bond Index
Gold 	Gold bullion
Emerging	MSCI Emerging Markets Indexes
EAFE 	MSCI EAFE Index - Developed Markets
T-Bill 	3 month Treasury Bills (T-Bill)
===Interpreting the table===
At a glance, one can see how the returns vary from year-to-year. For example, the Wilshire 5000 Total Market Index measures performance of all U.S. equity securities with readily available price data. Canadians may be more familiar with the S&P 500, also shown in the table. 
Starting at the left side, take a look at how a couple of asset classes performed, represented by the Wilshire 5000 and the S&P/TSX Composite. 
 Unpredictability in ranking of two indexes
Year	Wilshire 5000	S&P/TSX Composite
2012	3 	5
2013	1 	4
2014	2 	6
2015	3 	12
2016	2 	1
2017	4 	5
2018	4 	12
2019	2 	3
2020	2 	9
2021	3 	2
2022	9 	4
This unpredictability demonstrates the variation of year-to-year investor returns. Holding a diversified portfolio (one which contains several asset classes) will help minimize the variation.
==See also==
*Canadian asset class returns
*FWF contests
==References==
==Further reading==
* Sources used for this wiki article.
* 
* 
==External links==
*Stingy Investor: Periodic Table of Annual Returns for Canadians
*Callan periodic table of investment returns, Bogleheads wiki
*Canadian Periodic Table of Total-returns.xls, source file for the periodic table, MS Excel. The conditional formatting used to create the table colours is not visible from within Google Sheets. Download the file directly to view the table colours.
*Periodic Tables, by Callan Associates Inc. 
* A Returns Spreadsheet for Bogleheads - Bogleheads.org, discussion of a returns spreadsheet that is generic and can be used by Canadian investors. 
* Calculating personal returns - Bogleheads.org, the wiki page (and download) for the returns spreadsheet.
Category:Asset classes
Category:Financial theory‎
Category:Investment management
Category:Annual updates
Category:Spreadsheets and tools