Investment Office Logo
Observations

Exploring Asset Allocation, Portfolio Returns, Indices and Asset Class Returns

Articles: 1-10 / 40
Page
 of 4

Vanguard Balanced Index Fund Admiral Shares

Balanced Composite Index, 2020 Q2 YTD Returns

Vanguard, July 2020

Pictet LPP 2000 Swiss Pension Fund Indices

2020 Q2 YTD Returns (30.06.2020)

Pictet Asset Management SA, July 2020

The Callan Periodic Table of Investment Returns

Annual Returns for Key Indices Ranked in Order of Performance (2000–2019)

Callan Associates Inc., January 2020

Credit Suisse Pension Fund Index

2019 YTD Returns (31.12.2019)

Credit Suisse, January 2020

A caricature of retail investors psychology

Or the costs of trying to outsmart the market

Yearly Returns of International Bond Markets in Swiss Francs

(2009 - 2018)

Dr. Alex Hinder
Hinder Asset Management, 2019

2018 U.S. Endowment Returns

"Data gathered from 802 U.S. colleges and universities for the 2018 NACUBO-TIAA Study of Endowments® (NTSE) show that participating institutions’ endowments returned an average of 8.2 percent (net of fees) for the 2018 fiscal year (July 1, 2017 – June 30, 2018) compared with 12.2 percent for FY17."

NACUBO-TIAA Study of Endowments (NTSE), January 2019

Asset Class Returns in Swiss Francs since 1950

1950 - 2016

Dr. Alex Hinder
Hinder Asset Management September 2016
Articles: 1-10 / 40
Page
 of 4