The Importance of Diversification

By creating a mix of asset classes and regions, you can reduce the overall risk of your portfolio. Losses in one area can be offset to some degree by gains in another - helping smooth the overall performance of your portfolio.

This table illustrates that no individual asset class or region is the top performer year over year, and that frequently the different types of securities are moving in opposing directions.

The S&P/TSX Composite index (Canadian equities - the red box) for instance was the number one performing asset class among these groups in 1999, 2004 and 2005, but it was near the bottom in 1998 and 2001. Since no one can predict the winning and losing asset classes from year to year, diversification may help reduce overall risk.

Calendar Year Returns of Different Asset Classes and Regions

2.66.79.113.017.620.238.52010
5.47.48.012.535.052.075.12009
-46.6-41.4-33.0-30.1-21.2-17.26.42008
-16.5-10.5-5.32.03.79.818.62007
4.115.416.617.317.926.432.12006
1.92.36.511.219.724.131.22005
2.87.19.711.914.114.516.82004
5.36.713.820.526.727.842.72003
-22.9-21.3-16.5-12.4-7.0-0.98.72002
-16.3-12.6-6.43.43.88.18.92001
-28.2-11.0-5.90.47.37.410.22000
-1.114.414.620.220.331.857.21999
-19.9-17.9-1.44.69.229.238.01998
-7.76.67.09.614.327.839.21997
6.66.912.317.123.628.328.51996
-7.88.513.914.520.724.933.81995
-8.6-4.3-1.8-0.24.07.314.51994
14.818.124.032.638.648.382.31993
-3.1-1.49.79.818.322.430.11992
11.612.012.122.130.045.559.31991
-23.1-21.2-19.4-14.8-10.4-2.97.51990
7.512.812.815.721.427.860.11989
Source: Zephyr StyleADVISOR. Returns in Canadian dollars.
DEX Universe Bond Index(Canadian Bonds)
MSCI EAFE Index(International Equities)
S&P/TSX Total Return Index(Canadian Equities)
MSCI Emerging Markets Index(Emerging Markets Equities)
Russell 2000 Index(U.S. Small Cap)
S&P/500 Index(U.S. Equities)
BMO Small Cap Index(Canadian Small Cap)