Page 285 - DCAC Feb 2026 Files
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Periodic Table of Returns, 2016 to 2025
Diversification is an effective tool for patient investors in all market environments.
Periodic Table of Returns | 2016 - 2025
Source: Innovest Portfolio Solutions, Morningstar Direct. All data as of 12/31/25.
Asset Classes: Large Cap Value: Russell 1000 Value Index; Large Cap Growth: Russell 1000 Growth Index; Small/Mid Cap: Russell 2500 Index; International: MSCI EAFE USD Index; Bonds: Bloomberg Aggregate Bond Index; Cash: 1-3 Month U.S.
Treasury Bill Index.
Diversified Portfolio - Russell 1000 Value: 25%; Russell 1000 Growth: 25%; Russell 2500: 10%; MSCI EAFE: 15%; Bloomberg US Agg: 25%.
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