| Characteristic | 1950s | 1960s | 1970s | 1980s | 1990s | 2000s | 2010s* |
|---|---|---|---|---|---|---|---|
| U.S. small & mid caps | 16.9% | 15.5% | 11.5% | 15.8% | 11.6% | 2.2% | 12.8% |
| U.S. large cap equities | 19.3% | 7.8% | 5.8% | 17.5% | 18.2% | -0.9% | 14.3% |
| World ex-U.S. equities | 20.8% | 5.1% | 10.1% | 22.8% | 7.3% | 1.6% | 6.1% |
| Emg mkt sov fixed income | 5.3% | 3.5% | 14.4% | 6.4% | 7.7% | 12.9% | 5.8% |
| US investment grade fixed income | 0.4% | 2.4% | 6.1% | 12.8% | 8% | 6.4% | 3.5% |
| G7 sovereign fixed income | 0.4% | 2.4% | 6.1% | 12.8% | 8% | 6.4% | 3.4% |
| Cash | 2% | 4.1% | 6.5% | 9.1% | 5% | 2.7% | 0.3% |
* For commercial use only
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Statista is a great source of knowledge, and pretty helpful to manage the daily work.
Christof Baron
CEO, MindShare Germany
Overview
Asset allocation
Wealth management
Real estate investments
Art investments
Further related statistics
* For commercial use only
Basic Account
Starter Account
Professional Account
1 All prices do not include sales tax. The account requires an annual contract and will renew after one year to the regular list price.
