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Transition Matrix for U.S. Equity Funds

Transition Matrix for U.S. Equity Funds.png

Performance Persistence of U.S. Equity Funds

Performance Persistence of U.S. Equity Funds.png

U.S. Corporate Tax Rates Since 1909

U.S. Corporate Tax Rates Since 1909.png

Estimated Returns vs. Volatility for Different Asset Classes

Estimated Returns vs. Volatility for Different Asset Classes.png

Percentage of Large-Cap Equity Funds That Outpace the S&P 500 Since 1975

Percentage of Large-Cap Equity Funds That Outpace the S&P 500 Since 1975.png

Emerging Markets vs. Developed Markets Returns Since 1991

Emerging Markets vs. Developed Markets Returns Since 1991.png

U.S. Equity Performance Since 1949

U.S. Equity Performance Since 1949.png

Performances de l’immobilier vs. la bourse sur longue période

Performances de l’immobilier vs. la bourse sur longue période.png

U.S. Stocks vs. 10-Year Treasuries Returns Since 1929

U.S. Stocks vs. 10-Year Treasuries Returns Since 1929.png

Performance by Asset Class Since 2003

Performance by Asset Class Since 2003.png

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