-Financials (+4.7 percent)
-Metals and mining stocks (+4 percent)
-Base-metals futures (+3.6 percent)
-Emerging-market sovereigns (+3.5 percent)
-High-yield credit (+2.6 percent)
Highest late-cycle returns:
-Utilities (+8.8 percent)
-Energy futures (+7.7 percent)
-Energy equities (+6.7 percent)
-Precious metals (+4.9 percent)