Pursuing a Successful Investment Experience
STEP 6: AVOID MARKET TIMING
You never know which market segments will outperform from year to year. By holding a globally diversified portfolio, investors are well positioned to capture returns wherever they occur.
Annual Returns by Market Index
Past performance is no guarantee of future results. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. Diversification does not eliminate the risk of market loss. Source: Dimensional. In USD. Chart is for illustrative purposes only. US Large Cap is the S&P 500 Index. US Large Cap Value is the Russell 1000 Value Index. US Small Cap is the Russell 2000 Index. US Small Cap Value is the Russell 2000 Value Index. US Real Estate is the Dow Jones US Select REIT Index. International Large Cap Value is the MSCI World ex USA Value Index (gross div.). International Small Cap Value is the MSCI World ex USA Small Cap Value Index (gross div.). Emerging Markets is the MSCI Emerging Markets Index (gross div.). Five-Year US Government Fixed is the Bloomberg US Treasury Bond Index 1-5 Years. S&P and Dow Jones data © 2024 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved. Frank Russell Company is the source and owner of the trademarks, service marks, and copyrights related to the Russell Indexes. MSCI data © MSCI 2024, all rights reserved. Bloomberg data provided by Bloomberg.