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Asset Mixer
Periodic Table






Periodic Table of Annual Returns for Canadians

Periodic Table of Annual Returns (2003 to 2013) in Canadian dollars
20032004200520062007200820092010201120122013
<+28.4%
Emerging
+17.5%
RRBs
+30.2%
Emerging
+32.9%
Emerging
+18.9%
Emerging
+28.2%
Gold
+54.5%
Emerging
+22.3%
Gold
+18.3%
RRBs
+16.0%
Emerging
+43.2%
Wilshire
>
+26.7%
TSX
+16.8%
Emerging
+24.1%
TSX
+27.1%
EAFE
+12.2%
Gold
+27.1%
US Bond
+35.1%
TSX
+17.6%
TSX
+18.1%
L.Bond
+15.3%
EAFE
+41.5%
S&P500
+14.4%
EAFE
+14.5%
TSX
+15.2%
RRBs
+23.5%
Gold
+9.8%
TSX
+8.6%
S.Bond
+14.5%
RRBs
+12.8%
Emerging
+11.4%
Gold
+13.6%
Wilshire
+31.8%
EAFE
+13.2%
RRBs
+11.9%
EAFE
+13.9%
Gold
+17.3%
TSX
+4.3%
T-Bill
+6.4%
All Bond
+14.3%
EAFE
+12.5%
L.Bond
+9.7%
All Bond
+13.5%
S&P500
+13.0%
TSX
+9.1%
L.Bond
+10.3%
L.Bond
+13.8%
L.Bond
+16.1%
Wilshire
+4.1%
S.Bond
+2.8%
T-Bill
+11.7%
Wilshire
+11.5%
Wilshire
+9.6%
US Bond
+7.2%
TSX
+4.8%
US Bond
+8.2%
Wilshire
+7.1%
All Bond
+10.3%
EAFE
+16.0%
S&P500
+3.7%
All Bond
+2.7%
L.Bond
+9.1%
S&P500
+11.1%
RRBs
+4.7%
S.Bond
+5.9%
Gold
+4.5%
Emerging
+6.7%
All Bond
+5.1%
S.Bond
+6.5%
All Bond
+7.6%
US Bond
+3.4%
L.Bond
+0.4%
RRBs
+7.9%
Gold
+8.9%
S&P500
+4.4%
S&P500
+5.2%
L.Bond
+1.7%
S.Bond
+5.8%
S&P500
+4.4%
Wilshire
+2.9%
Wilshire
+4.1%
L.Bond
+1.6%
RRBs
-22.6%
S&P500
+5.5%
L.Bond
+6.7%
All Bond
+2.9%
Wilshire
+3.6%
All Bond
+1.0%
T-Bill
+5.1%
S.Bond
+2.8%
S&P500
+2.6%
T-Bill
+4.1%
All Bond
-5.0%
EAFE
-23.0%
Wilshire
+5.4%
All Bond
+3.6%
S.Bond
+0.9%
T-Bill
+2.9%
RRBs
-1.2%
All Bond
+2.9%
T-Bill
+2.3%
T-Bill
+2.4%
S.Bond
+4.0%
T-Bill
-9.3%
US Bond
-30.0%
EAFE
+4.5%
S.Bond
+2.4%
EAFE
-8.7%
TSX
+2.0%
S.Bond
-6.2%
L.Bond
-1.5%
Gold
-2.3%
US Bond
+1.5%
S&P500
+4.0%
S.Bond
-10.1%
Wilshire
-33.0%
TSX
+0.5%
T-Bill
+1.1%
US Bond
-9.7%
EAFE
+1.9%
US Bond
-13.1%
RRBs
-9.6%
US Bond
-3.0%
Gold
-5.4%
US Bond
-2.9%
RRBs
-10.3%
S&P500
-42.5%
Emerging
-12.1%
US Bond
+0.5%
T-Bill
-16.3%
Emerging
+0.9%
T-Bill
-22.3%
Gold
 

Options for the Periodic Table
Asset Class Start Year Include? Colour
3 month T-bills 1970
Short Canadian Bonds 1980
Long Canadian Bonds 1970
All Canadian Bonds 1970
Real Return Bonds 1992
US Bonds 1970
TSX Composite 1970
S&P500 1970
Wilshire 5000 1975
MSCI EAFE 1970
MSCI Emerging Markets 1988
Gold Bullion 1970
Year Range   Start: Stop:
pretax returns in Canadian dollars.



Sources

Many thanks to Norbert Schlenker at Libra Investment Management for collecting the data that this calculator uses. Original public data sources include: Bank of Canada, BC Government Statistics, Canadian Institute of Actuaries, Economagic.com, Financial Post, Globe & Mail, globefund.com, Kitco, Libra Investment Management Inc., MSCI, Prof. Werner Antweiler (UBC), Scotia Capital, BMO, Standard & Poors, Statistics Canada (Table 326-0001), DH&A, and Wilshire Associates.

 
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