Morningstar® Andex® Charts
Detailed financial education resources.
Andex Chart
The Andex® team at Morningstar synthesizes financial data and statistics from various sources to provide financial professionals and their clients with practical information to support investment decisions. Morningstar® Andex® Charts are powerful resources for financial professionals looking to highlight the relationship between various world events and historical market performance. These richly detailed wallcharts and handouts present the growth of five major asset classes and inflation since 1926. Also plotted on each wallchart and handout are more than 50 historical economic, political, and social events. This in-depth perspective helps advisors set appropriate risk and return expectations with clients.
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Key Features
The Andex Chart, available in both wallchart and handout formats, illustrates the growth of $1 invested in U.S. and global markets since 1926
Six indexes pictured include U.S. small stocks, U.S. large stocks, government bonds, fixed-term investments, Treasury bills, and inflation
Provides detailed context for market downturns and recoveries, including U.S. presidencies, wars, employment rates, commodity prices, minimum wage, recessions, droughts, historic political events, and more
This in-depth analysis also highlights annual net asset fund flows for U.S. stock, international stock, and taxable bond funds from 1994-2014
Andex Getting Started Guide: Helps users navigate their way through the various data points graphed on the chart
Andex Charts are FINRA reviewed for use with the public
Wallcharts are 25" x 38" in size
Handouts are 8.5" x 11" in size and open to 11" x 16.5" (Please note: handouts fold in center and open from right to left)
Customization options are available for orders of more than 500 charts
Available with Canadian market data in either English or French
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