2006 Investment returns
2006 was a stellar year for most types of investments. The chart below shows returns for various indexes. So does this mean that we should invest heavily in real estate in 2007?
Absolutely not!
The list looks different every year and a winner one year can be a loser the next. International stocks were tops in 2005. As always, it’s best to diversify intelligently across many assets classes with the help of an advisor.
Index Name |
Description |
2006 Return |
NAREIT Equity |
Real estate |
35.03% |
MSCI EAFE |
Developed world stocks |
26.86 |
Russell 2000 Value |
US small cap value stocks |
23.48 |
S&P 500 Value |
US large cap value stocks |
20.80 |
Russell 2000 |
US small cap stocks |
18.37 |
S&P 500 |
US large cap stocks |
15.79 |
Russell Midcap |
US mid cap stocks |
15.56 |
Russell 2000 Growth |
US small cap growth stocks |
13.35 |
S&P 500 Growth |
US large cap growth stocks |
11.01 |
LB Aggregate |
Bonds |
4.33 |
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