Bubble chart with 4 data series. Bubble charts are scatter charts where each data point also has a size value.
Historically, less than 10% of US Large Cap managers have outperformed the S&P 500 with lower volatility
The chart has 1 X axis displaying Standard Deviation (%). Data ranges from 16.972336 to 28.226148.
The chart has 1 Y axis displaying Return (%). Data ranges from 9.391884 to 17.257558.
US Large Cap: 5-Year Risk-Reward (Net of Fees)
End of interactive chart.
Source: Morningstar. Data as of 31 December 2024. US Strategy Composite, S&P 500, and US Large Cap peer universe. Please see below for additional important information, including benchmark and peer universe descriptions. The Composite does not include any wrap fee paying clients for the periods shown and the net of fee performance does not reflect all fees that may be incurred by a wrap fee paying client. The net of fee Composite performance would be reduced by the impact of wrap fees paid. PAST PERFORMANCE MAY NOT BE INDICATIVE OF FUTURE RESULTS.