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Morningstar asset class performance, 2021 and historical

Which asset class has performed the best over the past 30 years?

The start of a new year is a good time to review portfolio performance and consider long-term settings for a financial future.

This article breaks Morningstar reporting into five tables to show market performance over all time periods to 30 years, as well as measures of risk and drawdowns. The chart on long-term performance shows Australian equities and listed property doing best since 1989. 

 

Table 1: Asset class performance from 1 month to 30 years

Source: Morningstar Adviser Research Centre

 

Table 2: Standard deviation (a measure of risk) by asset class

Source: Morningstar Adviser Research Centre

 

Table 3: Historical 1-year returns

Source: Morningstar Adviser Research Centre

 

Table 4: Historical 5-year returns

Source: Morningstar Adviser Research Centre

 

Table 5: Historical drawdown (market falls)

Source: Morningstar Adviser Research Centre

 

Chart

Source: Morningstar Adviser Research Centre

 

First published on the Firstlinks Newsletter. A free subscription for nabtrade clients is available here.

 

 

 

Analysis as at 12 January 2022. This information has been provided by Firstlinks, a publication of Morningstar Australasia (ABN: 95 090 665 544, AFSL 240892), for WealthHub Securities Ltd ABN 83 089 718 249 AFSL No. 230704 (WealthHub Securities, we), a Market Participant under the ASIC Market Integrity Rules and a wholly owned subsidiary of National Australia Bank Limited ABN 12 004 044 937 AFSL 230686 (NAB). Whilst all reasonable care has been taken by WealthHub Securities in reviewing this material, this content does not represent the view or opinions of WealthHub Securities. Any statements as to past performance do not represent future performance. Any advice contained in the Information has been prepared by WealthHub Securities without taking into account your objectives, financial situation or needs. Before acting on any such advice, we recommend that you consider whether it is appropriate for your circumstances. 


About the Author
Graham Hand , Firstlinks

Graham Hand has over 40 years of experience in financial markets, including Group Treasurer and Managing Director Treasury roles at major banks. He ran a financial consultancy business for many years before spending a decade in wealth management at Colonial First State. In 2012, Graham was the Co-Founder (with Chris Cuffe) and Managing Editor of Cuffelinks, now Firstlinks, a leading financial newsletter with 80,000 Monthly Active Users. Morningstar acquired Firstlinks in October 2019 and Graham is now Editorial Director at Morningstar. Graham has written extensively for major financial publications, and two of his books, one on the banking system and one a novel, have been published.