The rate of return of these policies, however, may trail stock or
bond market returns significantly during times of high market returns.
Not exact matches
Historically, different combinations of valuation,
market action and other factors have been accompanied by
significantly different
bond market performance in terms of
return / risk.
The U.S.
market offered
significantly higher
returns for stocks,
bonds and bills over the final 25 years than over the first 75 years.
Since real
return bonds and REITs are
significantly above their target allocations, it is time to trim them back to the original asset allocation and use the proceeds to buy into the lagging asset classes: Canadian stocks and developed
market stocks.