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5.25%

24.89%

26.13%

3.11%

41.70%

10.52%

18.89%

Large

Large

Small

Large

Large

Small

Large

Value

Value

Growth

Value

Growth

Growth

Value

Stocks

Stocks

Stocks

Stocks

Stocks

Stocks

Stocks

3.68%

21.67%

20.16%

6.85%

38.37%

7.77%

18.61%

Bonds

Small

Small

Small

Large

Large

Small

Growth

Stocks

Growth

Stocks

Stocks

Growth

1987

1988

1989

1990

1991

1992

1993

Foreign

Small

Large

Bonds

Small

Small

Foreign

Stocks

Value

Growth

Growth

Value

Stocks

Stocks

Stocks

Stocks

Stocks

24.64%

29.47%

36.40%

8.96%

51.18%

29.15%

32.57%

Large

Foreign

Large

Large

Small

Small

Small

Growth

Stocks

Stocks

Growth

Stocks

Stocks

Value

Stocks

Stocks

Stocks

6.50%

28.26%

31.69%

0.20%

46.05%

18.42%

23.86%

Large

Small

Large

Large

Small

Large

Small

Stocks

Stocks

Value

Stocks

Value

Value

Stocks

1This chart shows the annual returns for the past 15 years divided by sector. Past performance is no guarantee of future results. Figures are for illustration purposes only and do not represent future returns on any investment strategy. Actual investments will fluctuate.

Stocks

Stocks

Stocks

CHAPTER 2

7.12%

16.61%

14.53%

19.50%

Small

Large

Small

Small

Stocks

Growth

Value

Value

Stocks

Stocks

Stocks

8.76%

11.95%

12.43%

21.77%

Small

Bonds

Foreign

Foreign

Growth

Stocks

Stocks

30.47% Large

7.62% Bonds

Value Stocks 22.56%

7.40%

34

Table 2.1

Annual Returns by Sector1

Small

Large

Bonds

Small

Value

Stocks

Stocks

  • 23.45%

Stocks

  • 10.48% 7.89%

10.53%

Stocks 13.37%

Large Stocks

2.75%

Stocks

Foreign Foreign

Large

Stocks Stocks

Growth

Stocks

12.14% 12.18%

1.68%

Stocks

Stocks

20.38%

16.25%

17.42%

Bonds Large Growth Stocks 16.00% 5.06%

10.08% Bonds

9.75%

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