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Facts & Figures
QUARTERLY DATA
US stocks
European (but not
UK) stocks
UK stocks
UK corporate
bonds
US corporate
bonds
Emerging market
bonds
11.03%
7.64%
4.20%
1.95%
0.23%
0.02%
S&P 500
Composite Index
FTSE All World
Developed Europe
excluding UK Index
FTSE All-Share
Index
Asian (but not
Japanese) stocks
European
corporate bonds
Global high yield
bonds
Global
government bonds
Emerging market
stocks
Japanese stocks
-0.07%
-0.66%
-0.74%
-0.95%
-1.24%
-1.86%
MSCI Pacific
excluding Japan
Index
Bloomberg
Barclays European
Corporate Bond
Index
ICE Bank of
America ML Global
High Yield Bond
Index
FTSE G7 Index
MSCI Emerging
Market Index
TOPIX Index
Bloomberg Barclays Bloomberg Barclays
Sterling Aggregate US Corporate Bond
Bond Index
Index
To highlight the unpredictability of markets, the table below details
the performance of global equity and fixed income indices over
the past five years (in sterling terms).
Index percentage growth (%)
US stocks
JP Morgan Global
Emerging Market
Bond Index
This table demonstrates how volatile markets can be, and shows
the benefits of diversifying your investment, or in other words, not
putting all your eggs in one basket.
1 Jan 2021 to
31 Dec 2021
1 Jan 2020 to
31 Dec 2020
1 Jan 2019 to
31 Dec 2019
1 Jan 2018 to
31 Dec 2018
1 Jan 2017 to
31 Dec 2017
28.71
18.40
31.49
-4.38
21.83
European (but not UK) stocks
25.34
3.04
27.65
-10.09
12.71
UK stocks
18.32
-9.82
19.17
-9.47
13.10
Japanese stocks
10.40
4.84
15.21
-17.80
19.69
Asian (but not Japanese) stocks
4.79
6.65
18.50
-10.19
26.04
Emerging market stocks
-2.22
18.69
18.90
-14.25
37.75
Global government bonds
-6.42
9.58
5.85
-0.37
6.27
Global high yield bonds
1.37
8.03
13.73
-3.35
10.20
US corporate bonds
-1.04
9.89
14.54
-2.51
6.42
European corporate bonds
-0.97
2.77
6.24
-1.25
2.41
Emerging market bonds
-1.51
5.88
14.42
-4.61
9.32
UK corporate bonds
-4.68
8.36
7.82
-0.13
2.64
Past performance is not a guide to future performance. Rebased in sterling where appropriate, i.e. all index returns are recalculated
based on exchange rates to give returns for a sterling investor. Source: Morningstar Direct, 11 January 2022.
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