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Asset Allocation

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Rolling thee-year returns annualized (100% Stock vs. 60/40 Portfolio)

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Value Has Underperformed since 2006 (Source: RAF Indices)

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Comparison of Current Asset Class Yields & Historical Ranges ('85 through May '21)

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Historical Annual Return (Source: Morningstar Direct Data)

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Ownership of US corporate stock (Source: Tax Policy Center, 2019)

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Asset-class return outlooks (Source: Vanguard Investment Strategy Group)

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Annual returns by asset class

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Shiller P/E ratio across Europe, US and EM

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2008 financial crisis and rebounds after that

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Unprecedented Dispersion Across the Globe

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