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Asset Class Returns

Following are the index returns for the major investment assets classes. We present the returns in descending order with the best performing asset class on top, for the last 10-years. The indices we use for each asset class are presented at the bottom of each chart. The performance rotation among the assets classes is clearly visible over multiple time periods. Charts for the previous 4-quarters are presented below:    

6.30.2023 Asset Returns.PNG
3.31.2023 Asset Returns.PNG
12.31.22 Asset Returns.PNG
September2022AssetClassReturn.PNG
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