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Markets and Presidents (Bloomberg Data 1900-2020)

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Avg. Annual S&P 500 Performance (Strategas Research 1933-2019)

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Our base-case five-year expected return for the Traditional 60/40 is less than 1%

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Duration in the Agg Index (1996-2019)

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Small caps have outperformed their large-cap cousins (Morningstar 2005-2019)

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Estimated and Actual nominal 12-year nominal total return on 60/30/10 mix (S&P Data 1928-2020)

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The Value Factor: The Long Term Track Record Remains Intact (Morningstar Direct 1927-2017)

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Bull and Bear Markets (Morningstar 1970-2020)

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