What This Chart Tells Us About Emerging Market, Small Cap Historical Returns

Includes: EEM, EFA, EFG
by: David Hunkar

The chart below shows the historical investment returns for various indices from 1995 thru 2009:

Click chart to enlarge:


Some observations:

  • Since 2003, the MSCI Emerging Markets Index has yielded double-digit returns except in 2008 when it fell 53%.

  • On a 15-year annualized returns basis, the small-cap Russell 2000 Index and the REIT Index have performed better than S&P 500 and the emerging market indices.

  • The MSCI EAFE Index performed better than S&P 500 in the past few years except in 2008 when it was the second worst performer.

Disclosure: No positions