Prudent Portfolios - 25 Years of Diversified Investing

Twenty Five Years of Diversified Investing
*% Returns of Various Asset Classes Since 1974*

Year	US Large Company Stocks	US Small Company Stocks	Real Estate Stocks	International Stocks	Emerging Markets Stocks	Bonds	Cash (Money Market )
*1974*	-29.72	-35.10	-42.20	-22.15	N/A	-7.60	10.30
*1975*	31.55	29.80	36.30	37.10	N/A	17.60	6.40
*1976*	19.15	26.10	49.00	3.74	N/A	21.00	5.30
*1977*	-11.50	7.30	19.10	19.42	N/A	2.70	5.00
*1978*	1.06	12.30	-1.60	34.30	N/A	-0.10	7.20
*1979*	12.31	42.78	35.86	6.18	N/A	-4.07	11.08
*1980*	25.77	38.59	24.37	24.43	N/A	-2.61	11.96
*1981*	-9.73	2.03	6.00	-1.03	N/A	-0.15	15.58
*1982*	14.76	24.95	21.60	-0.86	N/A	44.53	11.52
*1983*	17.27	29.13	30.64	24.61	N/A	8.32	8.27
*1984*	1.40	-7.29	20.93	7.86	N/A	17.68	9.55
*1985*	26.33	31.05	19.10	56.72	N/A	27.99	7.44
*1986*	14.62	5.68	19.16	69.94	N/A	18.71	6.07
*1987*	2.03	-8.78	-3.64	24.93	N/A	1.47	5.95
*1988*	12.40	24.91	13.49	28.59	N/A	10.50	6.87
*1989*	27.25	16.24	8.84	10.80	61.51	15.30	8.52
*1990*	-6.56	-19.52	-15.35	-23.20	-2.20	6.49	7.55
*1991*	26.31	46.04	35.70	12.50	39.54	20.96	5.55
*1992*	4.46	18.42	14.59	-11.85	3.28	9.32	3.33
*1993*	7.06	18.89	19.65	32.94	79.61	13.64	2.68
*1994*	-1.54	-1.83	3.17	8.06	-12.00	-5.76	3.74
*1995*	34.11	28.44	15.27	11.55	-8.42	27.92	5.47
*1996*	20.26	16.49	35.27	6.36	9.37	2.22	4.94
*1997*	31.01	22.36	20.26	2.06	-14.74	13.47	5.10
*1998*	26.67	-2.55	-17.50	20.33	-22.01	9.03	5.05
*25 Year Average*	*11.87*	*14.66*	*14.72*	*15.33*	*13.39*	*10.74*	*7.22*

*Winning Years*	3	4	4	8	2	1	3

*Data compiled from Chase Global Data & Research. The above returns are of asset classes as represented by various indices. This illustration is not intended as a demonstration of past performance of any particular investment or to demonstrate the experience of any individual investor or group of investors. Past performance does not indicate future results. The indices shown are made up of unmanaged pools of securities that do not include transaction cost, management fees, taxes or other costs associated with investing in the real world. Although gathered from source thought to reliable, no representation is made as to either completeness or accuracy. Each asset class is made up of the following index (indicated in parentheses): US Large Company Stocks (S&P 500 w/divs.), US Small Company Stocks (Russell 2000), Real Estate Stocks (Real Estate Investment Trusts – Equity), International Stocks (Morgan Stanley EAFE), Emerging Markets Stocks (IFCI Composite), Bonds (Lehman Government/Corporate Bond), Cash (Lipper Money Market Fund Average).

See Disclosure Statements on home page and disclosure page of this website