Marquette Associates
Menu ☰
Close ✕
  • Login
    • Reporting Login
    • Research Login
    • Manager Login
    • Private Client Login
  • People
  • Expertise
    • Corporate
    • Endowments & Foundations
    • Healthcare
    • Private Clients
    • Public Funds
    • Religious
    • Sustainable Investing
    • Taft-Hartley
  • Services
    • Investment Consulting
    • Defined Contribution Consulting
    • Outsourced CIO
    • Private Client Consulting
  • Research
  • About
    • Careers
  • Contact
  • Search
Close

Many Happy Returns- A Look Back at 2023

This chart description is for illustrative purposes only and its accuracy cannot be guaranteed. Please see full disclosures at end of PDF document in the web post. General description: Quilt chart comparing performance of various asset classes in past ten years. Chart subtitle: Public market indices notched impressive performance last year after a difficult 2022. Chart source: Bloomberg and FactSet as of December 31, 2023. Please see end of document for benchmark information. Chart visual description: From left to right, table shows yearly performance by asset class in various colors from 2023 to 2014, with additional two columns for 5yr and 10yr annualized. Please contact us for the full dataset. 2023 end of year performance as follows: Large Cap U.S. 26.2%; Broad U.S. Equities 26.0%; Intl Large Cap 18.2%; Mid Cap 17.2%; Small Cap 16.9%; Broad Intl Equities 15.6%; High Yield 13.4%; Intl Small Cap 13.2%; Bank Loans 13.0%; Emerging Markets 9.8%; Core Bond 5.5%; Commodities -4.3%. End chart description. See disclosures at end of document.
Posted on January 3, 2024 Full size 2867 × 1550

Post navigation

Published inMany Happy Returns: A Look Back at 2023

Subscribe to Research Email Alerts

Subscribe

Research Email Alert Subscription

Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.

We respect your privacy. We will never share or sell your information.

Thank You

We appreciate your interest in Marquette Associates.

If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.

Contact Us >

© 2025 Marquette Associates. All Rights Reserved.

  • Terms of Use
  • Form CRS, ADV, Privacy Policy & Disclosures
  • Environmental Policy

Chicago
180 North LaSalle Street
Suite 3500
Chicago, Illinois 60601
Tel: 312.527.5500
Fax: 312.527.9064

Baltimore
225 Schilling Circle
Suite 260
Hunt Valley, MD 21031
Tel: 410.825.0444
Fax: 410.825.1777

Milwaukee
731 N. Water Street
Suite 790
Milwaukee, WI 53202
Tel: 414.209.3290

Philadelphia
600 Willowbrook Lane
Suite 610
West Chester, PA 19382
Tel: 610.719.0300
Fax: 610.719.8345

St. Louis
12444 Powerscourt Drive
Suite 190
St. Louis, MO 63131
Tel: 314.822.4444
Fax: 314.822.4401