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Economy

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Consumer price index for all urban consumers since 1915

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Monthly turnover and annual performance

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The Dalbar study: 30 years of average equity fund investor vs. indexes (1/1/1992 - 12/31/2021)

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Five reactions to 10% inflation in 1979

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Private equity: Assets under management, 2009-2021

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Public markets have been considerably more volatile

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Hypothetical AQR industry and dollar neutral all country value portfolio beginning in 1990

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Performance cycles: Small cap vs. large cap since 1926

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Performance cycles: Small cap value vs. all other small cap since 1963

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MSCI EAFE vs. MSCI USA since 2002

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