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Morningstar asset class performance, 2021 and historical

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