Calendar Year Index Returns: 1997-2007+
Source: http://www.qvmgroup.com/invest/archives/514Posted on Friday, May 16th, 2008 | In Current Market News, Stocks to Watch
Contributed by: Richard Shaw (http://www.QVMgroup.com) -
We selected 70+ stock, bond and other indices for calendar year return analysis. Cumulative and annualized returns are important, but so too are discreet calendar years.
While statistical tools may theoretically, adequately describe variation or consistency of returns, a visual impression can be quite helpful too. This analysis is primarily visual.
Within the list we used a traffic metaphor with colored backgrounds of red, yellow and green for each year for each index as follows:
- red for returns < -5%
- yellow for returns between 5% and -5%
- green for returns > 5%
The file is physically large at 1104 X 1075 pixels (399 Kb data size). Depending on your screen resolution you may have to scroll around the image to see all of it.
Click image to enlarge.
Richard Shaw
QVM Group LLC
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Tags for this Post:
Calendar Year, calendar years, Colored Backgrounds, Consistency, Current Market News, Group Llc, Index Returns, Kb Data, Lt, Metaphor, Qvm, Richard Shaw, Statistical Tools, Stock Bond, Stocks to Watch, Traffic, Variation, Visual Impression, X 1075
Calendar Year, calendar years, Colored Backgrounds, Consistency, Current Market News, Group Llc, Index Returns, Kb Data, Lt, Metaphor, Qvm, Richard Shaw, Statistical Tools, Stock Bond, Stocks to Watch, Traffic, Variation, Visual Impression, X 1075
 About Richard Shaw (http://www.QVMgroup.com)
Richard is a principal of QVM Group LLC, a fee-based investment advisor based in Connecticut with clients across the country. He provides investment coaching to "do-it-yourself" investors, and manages portfolios for those who prefer not to make their own decisions. His investment approach is based on value, asset allocation, benchmarking, expense control, risk management, customizing portfolios to each client's specific circumstances, and regular communication about strategy and performance. The QVM Group team also provides municipal refinance services, strategic business planning and financial analysis service for new ventures, private acquisition analysis, and custom investment research. Richard's extensive experience, includes serving on the Board of Directors of Aberdeen Asset Management PLC (London Stock Exchange: ADN), membership on the Board of Directors of Phoenix Investment Counsel (renamed Virtus Investment Advisors), a U.S. pension manager and investment advisor to the Phoenix Funds (renamed Virtus Funds), as well as serving as Managing Director of a series of offshore investment funds based in Luxembourg. He has led institutional asset management sales and had overall responsibility for management of a U.S. mutual funds broker-dealer. He was a charter investor and member of the Board of Directors of several internet companies, including Lending Tree prior to its IPO. He is a graduate of Dartmouth College. QVM Group LLC is a Registered Investment Advisor. Visit the QVM Group website http://www.qvmgroup.com/QVMinvest/ |
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