Historical
Returns

One important facet of building portfolios is understanding risk and return objectives. 

Most organizations are likely to invest over a long time horizon, but it is important to consider how asset categories can experience vastly different returns and volatility over time.

Use the interactive tool below to see the dramatic change in returns over different historical periods. You can filter for considerations that may be important for your organization, including:

  • LIQUIDITY: We understand that every organization is different and that you may have unique constraints for your portfolio. Using the filters, you can select the liquidity option that best represents your organization. Note: the default is to show all liquidity options.
  • HURDLE RATE: A hurdle rate is an organization’s spending rate plus consumer price index (CPI). The shaded area on the tool shows asset categories that would not have met your return goals.

 

Hold control to select multiple filter options.