Knowledge Tree
Relations (1)
related 2.00 — strongly supporting 2 facts
Bonds and U.S. stocks are related as primary asset classes used in investment portfolio allocation, as evidenced by their combined presence in the Mid-Career Balanced Growth Strategy [1]. Their relationship is further defined by their comparative risk profiles [2] and their contrasting performance history during the 2000-2009 period [3].
Facts (2)
Sources
The Relationship Between Risk and Return in Different Asset Classes bi-sam.com 1 fact
claimDuring the 2000-2009 period, often referred to as the "lost decade," U.S. stocks produced negative returns while bonds outperformed.
Wealthfront Classic Portfolio Investment Methodology White Paper research.wealthfront.com 1 fact
claimStocks are generally riskier than bonds, and foreign stocks are generally riskier than US stocks.