Although in the short-run asset class returns can deviate substantially from their long-term risk/return characteristics, common sense*, historical evidence, and efficient market theory would suggest that the following relationships (but not necessarily the absolute returns) will hold true over time. Academic and investment industry research has also shown these relationships to be common among foreign developed and emerging markets as well.  See Source & Description of Data Past performance does not guarantee future returns. A “free lunch” in investing (low risk, high return) doesn’t last long as investors recognize and exploit inefficiencies very quickly. Next ➙Source_%26_Description_of_Data.htmlEfficient_Diversification.htmlshapeimage_4_link_0shapeimage_4_link_1
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  1. ‣Our Approach

  2. The 3-Factor Model

  3. Returns 1927-2006

  4. Efficient Diversification

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