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.



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.

Foreign 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 are represented by the MSCI Emerging Markets 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 Dow Jones Precious Metals 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 03/31/2017
Annual Returns for Selected Asset Classes
2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 YTD 2017
Emerging Markets
39.82%
Bonds
5.24%
MLPs
85.05%
Precious Metals
35.95%
MLPs
16.99%
Emerging Markets
18.63%
Small Cap Stocks
38.82%
Real Estate
31.78%
Real Estate
4.48%
Energy
27.36%
Emerging Markets
11.45%
Energy
34.40%
Precious Metals
-28.84%
Emerging Markets
79.02%
MLPs
34.98%
Real Estate
9.24%
Foreign Stocks
17.90%
Mid Cap Stocks
34.76%
Large Cap Stocks
13.69%
Large Cap Stocks
1.38%
Small Cap Stocks
21.31%
Precious Metals
9.41%
Precious Metals
25.27%
Small Cap Stocks
-33.79%
Mid Cap Stocks
40.48%
Real Estate
28.60%
Bonds
7.84%
Real Estate
17.59%
Large Cap Stocks
32.39%
Mid Cap Stocks
13.22%
Bonds
0.55%
MLPs
18.31%
Foreign Stocks
7.25%
Foreign Stocks
11.63%
Energy
-34.87%
Precious Metals
37.58%
Small Cap Stocks
26.85%
Energy
4.72%
Mid Cap Stocks
17.28%
MLPs
29.48%
MLPs
7.61%
Foreign Stocks
-0.81%
Mid Cap Stocks
13.80%
Large Cap Stocks
6.07%
MLPs
11.30%
Large Cap Stocks
-37.00%
Foreign Stocks
32.46%
Mid Cap Stocks
25.48%
Large Cap Stocks
2.11%
Small Cap Stocks
16.35%
Energy
25.07%
Bonds
5.97%
Mid Cap Stocks
-2.44%
Large Cap Stocks
11.96%
Mid Cap Stocks
5.15%
Bonds
6.97%
MLPs
-38.55%
Real Estate
28.60%
Energy
20.46%
Mid Cap Stocks
-1.55%
Large Cap Stocks
16.00%
Foreign Stocks
23.29%
Small Cap Stocks
4.89%
Small Cap Stocks
-4.41%
Emerging Markets
11.19%
Small Cap Stocks
2.47%
Mid Cap Stocks
5.60%
Real Estate
-39.20%
Small Cap Stocks
27.17%
Emerging Markets
19.20%
Small Cap Stocks
-4.18%
Energy
4.61%
Real Estate
1.86%
Emerging Markets
-1.82%
Emerging Markets
-14.92%
Precious Metals
9.66%
MLPs
1.77%
Large Cap Stocks
5.49%
Mid Cap Stocks
-41.46%
Large Cap Stocks
26.46%
Large Cap Stocks
15.06%
Foreign Stocks
-11.73%
Bonds
4.21%
Bonds
-2.02%
Foreign Stocks
-4.48%
Energy
-21.12%
Real Estate
6.68%
Bonds
0.82%
Small Cap Stocks
-1.57%
Foreign Stocks
-43.06%
Energy
13.82%
Foreign Stocks
8.21%
Precious Metals
-17.35%
MLPs
4.21%
Emerging Markets
-2.27%
Energy
-7.78%
Precious Metals
-31.15%
Bonds
2.65%
Real Estate
-0.27%
Real Estate
-17.55%
Emerging Markets
-53.18%
Bonds
5.93%
Bonds
6.54%
Emerging Markets
-18.17%
Precious Metals
-12.76%
Precious Metals
-36.48%
Precious Metals
-22.01%
MLPs
-37.14%
Foreign Stocks
1.00%
Energy
-6.68%