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Returns

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Rising Yields Have Historically Been Associated with Outperformance of the Russell 1000 Value Index Since 2002

Rising Yields Have Historically Been Associated with Outperformance of the Russll 1000 Value Index Since 2002.png

Mean Wealth for Different Risks in Select Portfolios

Mean Wealth for Different Risks in Select Portfolios.png

Long Term Returns Have Declined Since 1954

Long Term Returns Have Declined Since 1954.png

Hypothetical Performance During the 10 Largest Drawdowns for a US 60/40 Portfolio (1900-2014)

Hypothetical Performance During the 10 Largest Drawdowns for a US 60-40 Portfolio.png

Expected and Realized Real Return of a U.S. 60-40 Portfolio from 1900-2016

Expected and Realized Real Return of a U.S. 60-40 Portfolio from 1900-2016.png

Duration-Sensitive Allocations are made Risky by Low Yields and Rising Interest Rates

Duration-Sensitive Allocations are made Risky by Low Yields and Rising Interest Rates.png

Cumulative Relative Performance of the MSCI EAFE Index Against the S&P 500 Since 1971

Cumulative Relative Performance of the MSCI EAFE Index Against the S&P 500 Since 1971.png

Three-Year Correlation to Stocks and Bonds for Various Asset Types

3-Year Correlations to Stocks and Bonds.png

Betting Against Beta - The Low Risk Anomaly

Betting Against Beta - The Low-Risk Anomaly.png

Average Alternative Outperformance During Challenging Periods for Stocks and Bonds

Average Alternative Outperformance During Challenging Period for Stocks and Bonds.png

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