The Morningstar® Andex® Charts are powerful resources for financial professionals looking to help their clients understand the relationship between world events and historical market performance. Available in English and French, these richly detailed wallcharts and handouts highlight the growth of $100 CDN invested in Canadian, U.S., and world markets since 1950. Also plotted on each wallchart and handout are more than 50 economic, political, and social events. The Andex Charts offer an in-depth, historical perspective that helps advisors communicate investment trends while setting appropriate risk and return expectations with clients.
The Andex Chart, available in both wallchart and handout formats, illustrates the growth of $100 CDN invested in Canadian, U.S., and global markets since 1950
Eight indexes—S&P/TSX Composite, S&P 500, U.S. small stocks, world ex-U.S. stocks, Canadian bonds, fixed-term investments, Canadian Treasury bills, and cost of living—graphed across three hypothetical portfolios
Each chart provides detailed context for market downturns and recoveries, including Canadian and U.S. presidencies, gross domestic product (GDP), wars, recessions, historic political events, and more
New for 2012:2012 Rolling Period Portfolio Performance: This bonus graph illustrates the compound annual return, as well as other performance measures over 12-, 60-, and 120- month rolling periods, for three hypothetical portfolio allocations from January 1950 through June 2012.
Speaker Notes available to help users navigate their way through the many data points and stories graphed within the chart
Wallcharts are 24” x 37” in size
Handouts are 8.5” x 11” in size and open to 11” x 16.5”
Customization options are available for 500 or more handouts
Available with Canadian market data in French Details
Available with market data for the United States Details
Available with market data for the United Kingdom Details