When dialing in your asset return assumptions within the °°° More Menu > Assumptions > Asset Return tab of the Advisor Portal, you will find three available presets to choose from:
The Forward-Looking Assumptions preset contains assumptions derived from JP Morgan's Long-Term Capital Market Assumptions report. Like the historical returns, these figures are updated on an annual basis.
The chart below summarizes the information from JP Morgan's Long-Term Capital Market Assumptions. You can find more details here ↗.
Asset Class | Interest | Dividend | Capital Gain | 2024 Total Return |
|---|---|---|---|---|
Large Growth | 2% | 4.70% | 6.70% | |
Large Value | 2% | 4.70% | 6.70% | |
Mid Cap | 2% | 5.00% | 7.00% | |
Small Cap | 2% | 4.90% | 6.90% | |
International Equities | 2% | 6.50% | 8.50% | |
Emerging Markets | 2% | 5.20% | 7.20% | |
Real Estate | 2% | 6.10% | 8.10% | |
Government | 3.80% | 0% | 3.80% | |
Municipal | 3.60% | 0% | 3.60% | |
Corporate | 5.00% | 0% | 5.00% | |
High Yield | 6.10% | 0% | 6.10% | |
International Bonds | 3.80% | 0% | 3.80% | |
Cash | 3.10% | 0% | 3.10% | |
Other | 2% | 4.70% | 6.70% |
