The start of a new year is a good time to review portfolio performance and consider long-term settings for a financial future.
This article breaks Morningstar reporting into five tables to show market performance over all time periods to 30 years, as well as measures of risk and drawdowns. The chart on long-term performance shows Australian equities and listed property doing best since 1989.
Table 1: Asset class performance from 1 month to 30 years
Table 2: Standard deviation (a measure of risk) by asset class
Table 3: Historical 1-year returns
Table 4: Historical 5-year returns
Table 5: Historical drawdown (market falls)
Tables sourced from Morningstar Adviser Research Centre.
Chart
Source: Morningstar Adviser Research Centre.
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