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2006年板块回报率成长一揽

(2007-01-29 03:29:56) 下一个
今日环球邮报刊登了2006年板块回报率成长一揽表,如下:

Average per-cent return for 38 asset classes. Average annual returns as of Dec. 31, 2006.

Asset classOne-year-returnThree-year-returnFive-year-return
Aggressive growth
1. Asian ex-Japan equity +45.3%+14.9%+10.2%
2. Precious metals +44.1+16.5+31.8
3. Emerging markets equity +34.4+26.7+18.8
4. Real estate +33.9+22.5+17.1
5. Financial services +20.2+12.3+5.2
6. Canadian smallcap equity +15.9+16.5+16.3
7. Asian & Pacific Rim equity +13.4+11.8+7.6
8. Natural resources +13.0+24.2+25.1
9. U. S. small & midcap. equity +9.9+7.8+2.1
10. Alternative strategies +9.4+9.2+8.7
11. Science & technology +7.8+1.3-5.3
12. Specialty & miscellaneous +5.7+8.8+9.7
13. Health care +5.6+3.3-3.5
14. Labour sponsored venture capital+1.1+2.7-2.0
15. Japanese equity -0.9+8.2+5.5
Income One-year-returnThree-year-returnFive-year-return
1. High-yield bond+7.2%+4.9%+6.4%
2. Foreign bond+3.6-0.1+2.4
3. Cdn. short-term bond & mortgage+3.3+2.8+3.2
4. Canadian bond+2.8+4.7+5.2
Capital preservation One-year-returnThree-year-returnFive-year-return
1. U.S. money market*+4.1%+2.2%+1.5%
2. Canadian money market+3.1+2.1+2.0
Growth One-year-returnThree-year-returnFive-year-return
1. Canadian equity+15.5%+14.7%+10.3%
2. Canadian equity (pure)+14.7+15.1+10.3
3. Canadian focus equity+14.2+12.0+13.0
Growth and income One-year-returnThree-year-returnFive-year-return
1. Global balanced equity focus +12.6%+8.8%+4.9%
2. Cdn. dividend & equity income +12.4+15.1+11.5
3. Canadian tactical asset allocation +10.6+11.1+8.3
4. Global balanced +10.0+7.3+4.7
5. Canadian balanced equity focus +9.3+10.0+7.2
6. Canadian balanced +8.9+8.5+6.3
7. Canadian income balanced +8.4+9.6+8.4
8. Cdn. balanced fixed income focus +5.0+5.4+4.9
9. Canadian income trusts +2.4+14.3+15.8
International Growth One-year-returnThree-year-returnFive-year-return
1. European equity +32.4%+15.7%+7.0%
2. International equity +23.6+14.4+6.5
3. Global equity +16.7+9.8+3.5
4. North American equity +12.7+9.2+2.5
5. U. S. equity +11.3+5.0-0.9

Returns do not reflect U. S. dollar exchange rate changes.

Canadian focus equity = 50 - 70% Canadian equities, Canadian equity= 70 - 95%, Canadian equity ( pure) = minimum 95%.

Percent returns are average annual compound returns as of Dec. 31, 2006. Calculations assume reinvestment of distributions.


其中,我们2007年板块投资主题: 黄金列第二,资源第八,新兴产业列第三,中国列第一,科技列第11

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