LPL Research, Vanguard, MSCI 08/16/18
All indexes are unmanaged and cannot
be invested into directly. Unmanaged index returns do not reflect fees, expenses, or sales charges. Index performance is
not indicative of the performance of
All performance referenced is historical
and is no guarantee of future results.
U.S. Stock returns are represented by the performance of the following indexes: the Standard & Poor’s 90 from 1926–March 3, 1957; the Standard & Poor’s 500 Index from March 4, 1957 to 1974; the Wilshire 5000 Index from 1975 to April 22, 2005;
and the MSCI US Broad Market
The opinions voiced in this material
are for general information only and
are not intended to provide or be
construed as providing specific investment advice or recommendations for any individual security.
LPL Research 05/10/18
Past performance is no guarantee of
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. Any economic forecasts set forth in the presentation may not develop as predicted and there can be guarantee that strategies promoted will be successful.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not ensure against market risk.
Investing in stock includes numerous specific risks including: the fluctuation
of dividend, loss of principal and
potential illiquidity of the investment in
a falling market.
Socially responsible investing (SRI) and environmental, social, and governance (ESG) investing are subject to numerous risks; chief amongst these is that returns may be lower than when decisions are based solely on investment considerations.
Click on an image below to display:
U.S. Stocks Calendar Year Returns
This research material has been prepared by LPL Financial LLC.
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