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Morningstar® Andex® Charts
Detailed financial education resources.
Andex Chart
A signature offering from Morningstar’s Financial Communications library, Morningstar® Andex® Charts feature a synthesis of financial data and statistics from various sources to provide financial professionals and their clients with practical information to support investment decisions. Andex is a powerful resource for financial professionals looking to highlight the relationship between various world events and historical market performance. This richly detailed visual presents the growth of five major asset classes and inflation since 1926. Also plotted on the image 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 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 in the past 20 years
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