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Time of India
2 days ago
- Business
- Time of India
Equity, debt or gold, which asset class has delivered highest returns in last 11 years? Here's an annual performance tracker
Gold proves crucial in portfolio performance ranking In this TrendMap, we have considered the weighted annual returns for comparison. The equal weighted portfolio of equity, debt, and gold generated the highest returns in 2025 year-to-date. Moreover, such a portfolio delivered double-digit returns in six of the past 11 years. In contrast, the returns generated by the portfolio with a strong debt component has seen high volatility since 2020. After topping the charts in 2023 and 2024, the portfolio with a strong equity component skidded down in 2025 year-to-date amid high turbulence due to global macroeconomic uncertainties and valuation concerns. Gold has emerged as a crucial asset. Portfolios with zero gold exposure remained in the lowest two ranks in six out of the last 11 years. Looking at the risk-reward ratio, of the seven defined portfolios based on the average returns and standard deviation over the last 11 years, the portfolio with the higher debt component (debt 60%) has the most optimal risk-to-reward ratio, followed by the equal weighted portfolio. by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like 모기 잡지말고 켜두면 다 죽어! 앱스토리몰 더 알아보기 Undo Comparatively, the portfolio with the highest equity component has the most sub-optimal risk-to-reward ratio. Source: ACE MF. *2025 data is YTD based on 30 May 2025 closing values. Other years' returns are calculated between the first and the last trading day closing values. WAR is the weighted average return (or portfolio Live Events return) of the given investment allocation. Benchmarks used: Equity: Nifty 500 Index, Debt: Crisil Composite Bond Index, Gold: Nippon India ETF Gold BeES.
Time of India
28-04-2025
- Business
- Time of India
Time to rejig your investments? Here's why gold is the X-factor between lower and higher-return generating portfolios
Balanced portfolios with gold deliver consistent outperformance In this TrendMap, we have considered the weighted annual returns for comparison. The equal weighted portfolio of equity , debt and gold has topped the charts in seven of the past 11 years. Portfolios with a strong debt component ranked in the top two in six of those years. #Pahalgam Terrorist Attack India stares at a 'water bomb' threat as it freezes Indus Treaty India readies short, mid & long-term Indus River plans Shehbaz Sharif calls India's stand "worn-out narrative" On the other hand, high volatility associated with the portfolio with a strong equity component positioned it in the lowest two ranks in six out of the past 11 years. Looking at the risk-return profile of the seven defined portfolios in the past 11 years, the average weighted annual return and average standard deviation of the portfolio with a strong equity component have been the highest. The average return and average standard deviation have been the lowest for the portfolio with a strong debt component. Gold has clearly emerged as a crucial asset—every portfolio with gold delivered positive returns after the Covid-19 outbreak. In contrast, portfolios with zero gold exposure have recorded a loss in one of the six years since 2020. Source: ACE MF. Rankings based on weighted annual returns. *2025 rankings are based on YTD weighted annual returns, as on 18 April 2025 closing values. Other years' rankings are based on weighted annual returns that are calculated between the first and last trading day closing values. Benchmarks used: Equity: Nifty 500 Index; Debt: Crisil Composite Bond Index; Gold: Nippon India ETF Gold BeES.
