Investment Theme Returns

Returns as of 30 November 2024
Currency: USD

On this page, we present the key metrics of the main Investment Themes. The calculations are in USD currency over recent years.

The best performing in the last 10 Years is Information Technology, that granted a +20.13% annualized return.

The worst is Natural Gas, with a -27.10% annualized return in the last 10 Years.

Each asset presented here is carefully evaluated. Please research and study in depth if you want to include it in your portfolio.

By exploring these metrics, you can gain insights into performance trends, volatility, and other crucial factors that can help you build a well-diversified and efficient investment strategy. Whether you are a seasoned investor or just starting, this information aims to support your decision-making process in constructing a robust lazy portfolio.

Metrics as of 30 November 2024

Columns are sortable, Investment Themes are pre-ordered by 10Y return.

INVESTMENT THEMES - USD CURRENCY
Return - Risk - Drawdown
Last Update as of 30 November 2024
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Nov 2024. Inflation (annualized) is 1Y: 2.73% , 3Y: 4.31% , 5Y: 4.18% , 10Y: 2.93%
Returns over 1 year are annualized. Last update: 30 November 2024.
Risk is represented as the annualized Standard Deviation of monthly returns.
High values of Standard Deviation mean high fluctuations in prices.
Last update: 30 November 2024.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Assets usually grant less severe drawdowns.
Last update: 30 November 2024.
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Nov 2024. 2024: 2.49%, 2023: 3.32%, 2022: 6.41%, 2021: 7.18%
Last update: 30 November 2024.
Swipe left to see all data
USD
Return (%) - Nov 30, 2024
St.Dev. (%)
Ann. Return / St.Dev.
Max Drawdown (%)
Return / Drawdown
Ulcer Index
YTD(%)
Yearly Returns (%)
Ticker Asset 1M 3M 6M 1Y 3Y 5Y 10Y ▾ 1Y 3Y 5Y 10Y 1Y 3Y 5Y 10Y 3Y 5Y 10Y 3Y 5Y 10Y 3Y 5Y 10Y 2024 2023 2022 2021 2020 2019 2018 2017
XLK
Information Technology
5.17
6.27
11.61
27.17
12.43
22.69
20.13
 13.67 22.76 22.14 19.03 1.99 0.55 1.02 1.06 -31.22 -31.22 -31.22 0.40 0.73 0.64 13.41 10.80 8.21
22.06
56.02
-27.73
34.83
43.62
49.86
-1.66
34.25
QQQ
US Technology
5.35
7.18
13.44
32.00
9.70
20.72
17.94
 11.59 21.97 21.38 18.50 2.76 0.44 0.97 0.97 -32.58 -32.58 -32.58 0.30 0.64 0.55 15.79 12.53 9.41
25.01
54.85
-32.58
27.42
48.40
38.96
-0.12
32.66
ARGT
Argentina
14.55
28.12
33.58
67.68
44.24
29.99
16.02
 23.72 32.62 35.19 32.49 2.85 1.36 0.85 0.49 -29.29 -38.17 -55.87 1.51 0.79 0.29 9.06 11.57 19.51
63.29
53.66
10.36
3.83
14.57
14.50
-32.63
53.87
VUG
US Large Cap Growth
6.84
9.07
16.95
37.81
9.61
18.98
15.59
 12.14 21.74 21.40 17.77 3.12 0.44 0.89 0.88 -33.15 -33.15 -33.15 0.29 0.57 0.47 16.97 13.49 9.99
32.10
46.83
-33.15
27.34
40.22
37.03
-3.31
27.72
XLY
Consumer Discretionary
12.91
19.05
26.86
32.79
3.70
13.67
13.27
 17.59 25.42 24.68 20.03 1.86 0.15 0.55 0.66 -36.27 -36.27 -36.27 0.10 0.38 0.37 19.19 15.27 11.17
25.12
39.64
-36.27
27.93
29.63
28.39
1.59
22.82
SPY
US Large Cap Blend
5.96
7.22
14.98
33.81
11.40
15.69
13.25
 9.42 17.20 17.97 15.23 3.59 0.66 0.87 0.87 -23.93 -23.93 -23.93 0.48 0.66 0.55 9.89 8.35 6.40
27.97
26.19
-18.17
28.74
18.37
31.22
-4.56
21.70
VTI
US Total Stock Market
6.70
8.05
15.90
34.45
10.37
15.16
12.85
 9.97 17.51 18.51 15.66 3.46 0.59 0.82 0.82 -24.81 -24.81 -24.81 0.42 0.61 0.52 10.83 9.10 6.95
27.69
26.05
-19.51
25.67
21.03
30.67
-5.21
21.21
XLF
Financials
10.46
12.65
24.23
45.35
12.66
13.47
12.13
 12.57 19.87 22.56 19.64 3.61 0.64 0.60 0.62 -21.15 -31.75 -31.75 0.60 0.42 0.38 9.11 12.05 9.62
38.10
12.03
-10.60
34.82
-1.68
31.87
-13.04
22.00
XLI
Industrials
7.59
9.89
17.36
36.57
14.46
13.79
11.79
 12.39 19.29 21.25 18.42 2.95 0.75 0.65 0.64 -20.74 -27.13 -27.13 0.70 0.51 0.43 6.58 7.71 6.51
27.56
18.13
-5.58
21.09
10.96
29.09
-13.24
23.97
VTV
US Large Cap Value
5.64
5.78
14.15
30.15
12.35
11.98
10.76
 9.71 15.29 17.27 14.73 3.10 0.81 0.69 0.73 -15.33 -25.07 -25.07 0.81 0.48 0.43 4.42 6.75 5.36
23.85
9.33
-2.07
26.51
2.26
25.65
-5.44
17.14
IJT
US Small Cap Growth
11.15
8.16
14.51
35.13
5.19
10.78
10.72
 19.90 22.09 23.01 19.63 1.77 0.24 0.47 0.55 -26.22 -28.48 -32.91 0.20 0.38 0.33 14.57 12.62 10.96
20.47
17.12
-21.32
22.37
19.22
20.99
-4.39
14.47
EWT
Taiwan
-1.97
-1.21
5.62
22.83
3.89
13.94
10.59
 13.19 23.11 22.15 18.95 1.73 0.17 0.63 0.56 -37.46 -37.46 -37.46 0.10 0.37 0.28 17.08 13.77 11.76
15.47
29.20
-28.84
28.94
31.50
33.33
-9.92
26.85
IJK
US Mid Cap Growth
8.93
8.68
10.94
34.72
7.42
12.15
10.56
 15.92 20.56 21.15 17.62 2.18 0.36 0.57 0.60 -25.49 -25.49 -25.49 0.29 0.48 0.41 12.40 10.49 8.26
25.37
17.42
-19.03
18.68
22.44
25.96
-10.52
19.64
IJH
US Mid Cap Blend
8.89
9.32
13.68
33.41
9.28
12.57
10.54
 15.54 20.45 22.00 18.35 2.15 0.45 0.57 0.57 -21.57 -29.70 -29.70 0.43 0.42 0.35 8.75 8.93 7.24
22.73
16.42
-13.10
24.71
13.58
26.10
-11.18
16.26
EDEN
Denmark
-4.37
-12.21
-10.02
8.52
3.85
13.20
10.48
 13.54 20.18 19.81 16.83 0.63 0.19 0.67 0.62 -32.18 -34.38 -34.38 0.12 0.38 0.30 10.88 10.10 8.52
2.86
17.99
-11.44
14.80
42.55
24.37
-14.42
35.40
IJR
US Small Cap Blend
11.07
9.09
16.33
33.28
6.30
10.78
10.14
 20.80 22.47 24.07 20.39 1.60 0.28 0.45 0.50 -23.11 -32.77 -36.12 0.27 0.33 0.28 10.87 11.25 10.10
18.19
16.07
-16.19
26.60
11.28
22.82
-8.49
13.15
XLU
Utilities
3.78
9.44
15.74
36.49
11.43
8.89
9.52
 14.53 17.83 18.06 15.22 2.51 0.64 0.49 0.63 -17.63 -18.82 -18.82 0.65 0.47 0.51 7.80 8.31 6.96
34.00
-7.17
1.42
16.81
0.57
25.91
3.92
12.03
XLV
Healthcare
0.37
-5.88
3.37
14.04
6.00
9.98
9.52
 10.88 14.29 14.89 14.17 1.29 0.42 0.67 0.67 -13.07 -13.07 -13.21 0.46 0.76 0.72 5.41 4.85 5.11
9.31
2.06
-2.09
25.59
13.34
20.45
6.28
21.77
VT
World All Countries
4.14
4.11
10.37
26.21
7.62
11.37
9.43
 9.05 16.51 17.59 14.94 2.90 0.46 0.65 0.63 -25.52 -25.52 -25.52 0.30 0.45 0.37 10.54 9.12 7.37
20.02
22.03
-18.01
18.27
16.61
26.82
-9.76
24.49
VOE
US Mid Cap Value
6.15
7.69
15.75
31.52
9.82
11.08
9.42
 12.17 18.50 20.84 17.26 2.59 0.53 0.53 0.55 -17.81 -31.25 -31.25 0.55 0.35 0.30 6.36 8.63 6.80
23.39
9.86
-7.95
28.76
2.59
27.84
-12.45
17.07
CGW
Global Water
3.11
-0.40
3.85
19.87
2.29
10.06
9.40
 14.41 21.21 19.99 16.25 1.38 0.11 0.50 0.58 -32.28 -32.28 -32.28 0.07 0.31 0.29 16.02 13.11 9.74
12.51
15.51
-21.99
31.71
15.42
34.04
-10.42
27.08
CWB
US Convertible Bonds
6.76
10.64
15.19
22.00
1.35
10.97
9.35
 9.47 13.19 16.52 13.46 2.32 0.10 0.66 0.69 -23.05 -26.54 -26.54 0.06 0.41 0.35 13.89 13.76 10.10
15.06
14.49
-20.81
2.17
53.39
22.39
-1.96
15.70
XLC
Communication Services
6.91
13.03
18.86
42.57
10.37
14.39
9.19
 10.37 20.66 20.73 17.55 4.10 0.50 0.69 0.52 -37.91 -43.46 -43.46 0.27 0.33 0.21 19.04 19.09 14.54
36.56
52.81
-37.63
15.96
26.91
31.05
-16.77
-5.50
IJS
US Small Cap Value
10.77
9.83
17.81
30.62
6.86
10.05
9.01
 22.01 23.57 26.03 21.89 1.39 0.29 0.39 0.41 -20.15 -37.50 -40.32 0.34 0.27 0.22 7.91 11.63 10.48
15.24
14.69
-11.33
30.53
2.63
24.12
-12.84
11.35
XLB
Materials
1.49
0.98
4.51
17.30
5.99
11.82
8.98
 13.42 20.87 21.70 19.18 1.29 0.29 0.54 0.47 -23.73 -26.15 -26.15 0.25 0.45 0.34 8.80 8.37 8.39
12.23
12.45
-12.31
27.45
20.52
24.13
-14.87
24.01
XLP
Consumer Staples
3.87
1.40
8.99
21.08
8.60
8.92
8.21
 8.15 13.82 14.08 12.59 2.59 0.62 0.63 0.65 -12.86 -13.28 -13.63 0.67 0.67 0.60 4.58 4.52 4.38
17.89
-0.83
-0.83
17.20
10.15
27.43
-8.07
12.98
EWN
Netherlands
-2.36
-10.28
-9.98
10.06
-0.78
8.49
8.20
 14.90 24.35 23.47 19.22 0.67 -0.03 0.36 0.43 -38.33 -41.29 -41.29 -0.02 0.21 0.20 16.92 16.03 12.38
3.25
22.10
-24.41
22.74
23.22
32.46
-15.36
33.75
GLD
Gold
-3.12
6.18
14.07
30.11
14.06
12.24
8.16
 10.79 13.27 14.27 14.03 2.79 1.06 0.86 0.58 -15.91 -18.08 -18.08 0.88 0.68 0.45 5.21 6.94 7.45
28.47
12.69
-0.77
-4.15
24.81
17.86
-1.94
12.81
XLRE
Real Estate
4.17
4.05
20.30
25.11
1.68
6.51
7.29
 16.94 21.97 20.64 17.42 1.48 0.08 0.32 0.42 -32.25 -32.25 -32.25 0.05 0.20 0.23 19.81 16.05 12.04
15.05
12.37
-26.25
45.26
-2.11
28.69
-2.37
10.69
EIRL
Ireland
-4.07
-13.16
-13.06
7.23
6.09
7.27
7.01
 19.00 24.02 25.49 20.72 0.38 0.25 0.29 0.34 -34.24 -39.15 -39.15 0.18 0.19 0.18 13.01 14.88 12.36
-0.10
35.12
-18.81
13.72
9.62
28.14
-21.91
29.82
INDA
India
-0.07
-5.09
3.34
19.04
7.12
11.25
6.84
 10.19 12.97 19.08 18.08 1.87 0.55 0.59 0.38 -15.41 -31.41 -34.00 0.46 0.36 0.20 6.62 8.25 10.08
12.23
17.16
-8.94
21.41
14.83
6.49
-6.69
36.08
SLV
Silver
-6.34
5.96
0.58
20.71
9.85
11.89
6.53
 22.85 25.38 31.51 26.69 0.91 0.39 0.38 0.24 -27.54 -36.79 -36.79 0.36 0.32 0.18 10.23 16.57 17.79
28.19
-1.09
2.37
-12.45
47.30
14.88
-9.19
5.82
VNQ
US REITs
4.26
4.05
20.40
25.19
1.15
4.95
6.17
 17.08 21.76 21.31 17.92 1.47 0.05 0.23 0.34 -32.77 -32.77 -32.77 0.03 0.15 0.19 20.07 16.86 12.78
14.39
11.79
-26.24
40.52
-4.68
28.87
-6.02
4.91
EWL
Switzerland
-2.35
-8.82
0.07
8.31
1.29
6.44
6.05
 14.56 17.68 16.94 14.46 0.57 0.07 0.38 0.42 -27.53 -27.53 -27.53 0.05 0.23 0.22 12.15 9.89 8.91
1.91
17.70
-18.86
20.19
11.79
31.58
-9.19
23.36
EWQ
France
-4.38
-9.10
-11.08
-0.67
2.34
5.57
6.02
 14.33 21.10 22.72 18.82 -0.05 0.11 0.25 0.32 -29.04 -29.04 -29.04 0.08 0.19 0.21 10.14 10.65 9.04
-5.36
21.73
-11.99
21.47
2.85
26.67
-12.88
29.13
EWC
Canada
6.45
6.82
14.10
26.48
7.37
10.24
6.02
 11.51 18.16 20.54 17.86 2.30 0.41 0.50 0.34 -22.93 -26.90 -27.68 0.32 0.38 0.22 10.08 9.56 10.11
19.02
14.75
-12.95
27.00
5.52
27.56
-17.16
15.74
XLE
Energy
7.83
5.52
4.18
16.83
25.18
15.88
6.00
 13.49 27.23 36.44 29.56 1.25 0.92 0.44 0.20 -17.12 -50.44 -58.14 1.47 0.31 0.10 5.97 18.01 19.75
16.74
-0.64
64.17
53.31
-32.51
11.73
-18.21
-0.90
EIS
Israel
8.69
10.72
21.20
38.80
1.17
6.24
5.96
 16.18 22.61 22.26 18.99 2.40 0.05 0.28 0.31 -38.63 -38.63 -38.63 0.03 0.16 0.15 21.15 17.10 13.32
28.72
5.46
-27.03
22.84
12.01
20.94
-4.83
12.79
EWO
Austria
-2.27
-9.40
-6.20
7.29
0.54
4.62
5.86
 13.45 22.92 27.02 22.94 0.54 0.02 0.17 0.26 -37.60 -37.60 -47.58 0.01 0.12 0.12 15.90 16.72 17.17
1.92
20.64
-21.92
31.54
-3.68
17.07
-22.87
52.50
EWJ
Japan
2.38
-3.17
1.79
13.70
3.49
5.00
5.81
 11.25 16.01 15.39 13.80 1.22 0.22 0.32 0.42 -26.33 -28.85 -28.85 0.13 0.17 0.20 11.07 10.84 9.42
9.46
20.32
-17.72
1.17
15.41
19.33
-14.10
24.27
EWA
Australia
4.26
2.16
9.29
22.44
7.66
7.19
5.76
 15.98 22.22 23.50 19.21 1.40 0.34 0.31 0.30 -23.37 -31.36 -31.36 0.33 0.23 0.18 9.11 9.91 9.45
10.68
13.86
-5.86
8.95
8.26
22.41
-12.02
19.93
IGF
Global Infrastructure
3.67
6.44
12.35
25.35
10.19
6.50
5.65
 11.38 16.44 19.01 15.31 2.23 0.62 0.34 0.37 -17.00 -29.59 -29.59 0.60 0.22 0.19 6.02 9.50 7.92
20.39
6.17
-1.23
11.58
-6.50
25.81
-9.94
19.34
EPU
Peru
-2.16
4.82
-0.41
45.60
19.85
8.36
5.43
 19.83 24.17 27.56 24.86 2.30 0.82 0.30 0.22 -31.60 -37.71 -45.01 0.63 0.22 0.12 13.90 16.53 19.20
27.03
25.35
2.13
-11.83
-4.31
7.31
-12.16
29.69
ENZL
New Zealand
3.39
-0.89
5.43
7.97
-3.73
-0.35
5.37
 13.41 20.66 21.23 18.99 0.59 -0.18 -0.02 0.28 -29.24 -37.29 -37.29 -0.13 -0.01 0.14 17.09 20.97 15.49
1.41
3.00
-16.17
-11.38
20.04
30.10
0.35
24.05
EWI
Italy
-4.42
-6.46
-4.14
14.27
9.20
8.05
5.34
 14.64 22.55 25.19 22.18 0.97 0.41 0.32 0.24 -32.46 -32.87 -33.30 0.28 0.24 0.16 11.42 12.05 14.08
9.70
30.66
-14.10
14.41
1.67
26.97
-17.20
28.73
EFA
EAFE Stocks
-0.32
-4.83
-1.02
12.34
4.12
5.95
5.09
 11.04 17.46 17.89 15.19 1.12 0.24 0.33 0.34 -27.20 -27.58 -27.58 0.15 0.22 0.18 9.80 9.39 8.69
6.63
18.40
-14.35
11.46
7.59
22.03
-13.81
25.10
EWD
Sweden
-3.16
-8.32
-6.32
11.75
-1.59
7.23
4.98
 20.22 25.64 24.52 20.22 0.58 -0.06 0.29 0.25 -39.48 -40.26 -40.26 -0.04 0.18 0.12 20.20 16.91 13.83
-0.48
25.10
-27.79
22.86
22.26
21.74
-12.76
21.88
EMQQ
Emerging Markets E-Commerce
-2.38
8.96
10.35
19.49
-6.85
2.33
4.34
 18.12 31.67 30.31 27.23 1.08 -0.22 0.08 0.16 -50.56 -67.75 -67.75 -0.14 0.03 0.06 31.17 43.10 32.83
21.16
3.63
-30.70
-32.53
80.46
33.86
-29.82
68.20
HYG
US High Yield Bonds
1.64
2.37
6.91
12.29
3.22
3.50
3.97
 4.38 9.52 9.54 7.68 2.81 0.34 0.37 0.52 -15.25 -15.25 -15.25 0.21 0.23 0.26 7.03 5.83 4.55
8.82
11.00
-10.99
3.75
4.48
14.09
-2.03
6.07
EWK
Belgium
-3.48
-5.11
0.34
7.75
0.25
2.28
3.93
 12.95 17.96 20.80 17.52 0.60 0.01 0.11 0.22 -30.64 -32.34 -32.96 0.01 0.07 0.12 12.50 13.17 12.55
3.59
7.47
-13.93
12.87
0.00
25.92
-20.39
23.71
ICLN
Global Clean Energy
-5.42
-13.30
-16.69
-11.54
-18.24
3.51
3.90
 27.14 28.51 33.47 27.10 -0.43 -0.64 0.10 0.14 -45.34 -56.67 -56.67 -0.40 0.06 0.07 27.73 33.43 27.80
-19.90
-20.38
-5.41
-24.19
141.80
44.35
-9.02
21.48
EWG
Germany
-0.15
-1.10
3.11
16.37
3.56
4.90
3.65
 12.44 23.07 23.64 19.92 1.32 0.15 0.21 0.18 -37.92 -41.66 -41.66 0.09 0.12 0.09 15.01 15.50 14.77
11.34
23.36
-22.20
5.84
10.57
19.15
-21.37
27.45
PFF
US Preferred Stocks
0.84
3.37
7.00
14.49
0.44
2.85
3.59
 6.53 13.14 13.13 9.86 2.22 0.03 0.22 0.36 -20.63 -20.63 -20.63 0.02 0.14 0.17 12.34 10.01 7.23
11.21
8.59
-18.80
7.13
7.44
15.92
-4.63
8.10
EWU
United Kingdom
0.70
-4.61
0.47
15.24
8.04
5.45
3.33
 10.33 16.05 18.67 16.06 1.48 0.50 0.29 0.21 -21.24 -29.97 -29.97 0.38 0.18 0.11 6.03 10.90 10.34
10.41
12.42
-4.38
18.22
-11.80
21.25
-14.28
21.59
CPER
Copper
-5.70
-1.94
-9.22
8.40
-0.52
9.15
2.94
 17.89 19.31 21.63 20.18 0.47 -0.03 0.42 0.15 -29.12 -29.46 -34.19 -0.02 0.31 0.09 15.50 13.34 16.51
6.88
4.55
-15.14
25.22
23.89
6.69
-21.94
28.81
EEM
Emerging Markets
-2.68
-0.25
4.23
12.19
-1.63
2.64
2.63
 10.38 17.74 18.48 17.18 1.17 -0.09 0.14 0.15 -29.40 -36.52 -36.52 -0.06 0.07 0.07 15.13 18.61 16.83
8.33
8.99
-20.56
-3.61
17.03
18.20
-15.31
37.28
NORW
Norway
0.80
-2.92
-4.78
9.53
-1.37
3.66
2.59
 15.75 22.15 26.39 21.99 0.61 -0.06 0.14 0.12 -30.06 -37.03 -43.74 -0.05 0.10 0.06 16.08 16.12 15.93
2.55
4.99
-14.12
18.11
1.22
12.52
-8.03
22.46
EMB
Emerg. Market Bonds
1.83
1.34
6.16
12.85
-0.37
0.54
2.58
 7.22 12.32 12.91 10.07 1.78 -0.03 0.04 0.26 -25.06 -26.75 -26.75 -0.01 0.02 0.10 14.21 12.79 9.28
7.94
10.22
-18.64
-2.24
5.42
15.48
-5.47
10.28
LQD
US Invest. Grade Bonds
1.79
0.49
5.70
8.68
-2.38
0.37
2.54
 8.20 11.87 10.52 8.32 1.06 -0.20 0.04 0.31 -21.86 -23.27 -23.27 -0.11 0.02 0.11 13.44 11.70 8.54
3.63
9.40
-17.93
-1.85
10.97
17.37
-3.79
7.06
EWS
Singapore
6.41
10.18
18.34
32.67
5.73
3.38
2.51
 13.20 16.63 19.19 18.12 2.48 0.34 0.18 0.14 -19.06 -28.13 -32.07 0.30 0.12 0.08 8.55 13.72 14.82
23.78
6.22
-9.79
5.56
-8.49
14.53
-11.33
34.82
BNDX
International Bonds
1.67
2.19
5.56
7.72
-0.57
0.19
2.09
 4.43 6.34 5.44 4.36 1.74 -0.09 0.04 0.48 -13.54 -14.88 -14.88 -0.04 0.01 0.14 8.62 7.77 5.57
4.36
8.79
-12.76
-2.28
4.65
7.87
2.81
2.40
TIP
US TIPS
0.50
0.12
3.44
5.94
-2.32
1.75
1.97
 4.56 7.32 6.41 5.18 1.30 -0.32 0.27 0.38 -14.76 -14.76 -14.76 -0.16 0.12 0.13 9.90 7.72 5.62
3.43
3.27
-13.10
5.67
10.84
8.35
-1.42
2.92
EWY
South Korea
-4.14
-12.32
-7.64
-6.52
-7.00
1.41
1.90
 18.83 26.55 25.73 22.53 -0.35 -0.26 0.05 0.08 -39.18 -48.08 -48.08 -0.18 0.03 0.04 19.33 24.35 21.17
-12.36
19.06
-26.60
-7.56
39.44
7.95
-20.38
45.00
EWP
Spain
-3.51
-3.42
-1.17
10.70
12.23
6.16
1.77
 16.80 20.55 24.54 21.30 0.64 0.60 0.25 0.08 -23.74 -32.46 -38.72 0.52 0.19 0.05 6.87 13.44 17.61
8.64
30.29
-5.16
0.27
-3.95
11.91
-15.32
26.99
DBC
Commodities
-1.99
0.14
-4.86
-2.85
6.25
9.17
1.65
 7.46 14.55 18.43 16.98 -0.38 0.43 0.50 0.10 -22.97 -31.66 -45.05 0.27 0.29 0.04 14.43 14.45 21.81
0.45
-6.23
19.34
41.36
-7.84
11.84
-11.62
4.86
BIL
US Cash
0.37
1.19
2.53
5.22
3.69
2.28
1.57
 0.09 0.58 0.67 0.55 57.47 6.32 3.38 2.84 -0.02 -0.16 -0.16 169.44 13.85 9.51 0.00 0.06 0.06
4.77
4.94
1.40
-0.10
0.40
2.03
1.74
0.69
BND
US Total Bond Market
1.07
-0.12
4.63
6.78
-1.99
-0.05
1.49
 6.11 7.68 6.46 5.13 1.11 -0.26 -0.01 0.29 -15.77 -17.28 -17.28 -0.13 0.00 0.09 10.18 9.15 6.58
3.12
5.41
-13.11
-1.86
7.71
8.83
-0.12
3.57
PALL
Palladium
-12.30
1.85
7.25
-3.51
-17.53
-12.20
1.41
 26.50 30.28 31.74 30.73 -0.13 -0.58 -0.38 0.05 -63.96 -69.36 -69.36 -0.27 -0.18 0.02 44.89 41.97 31.72
-10.73
-38.77
-6.28
-23.26
25.26
53.94
17.23
55.73
EWH
Hong Kong
-2.41
7.79
6.56
8.68
-6.06
-2.90
0.90
 22.94 24.72 22.74 19.90 0.38 -0.25 -0.13 0.05 -31.06 -40.35 -40.35 -0.20 -0.07 0.02 18.78 23.01 17.90
2.57
-13.81
-6.82
-3.48
4.19
10.71
-8.73
36.50
EZA
South Africa
-3.87
1.04
18.75
20.66
5.07
4.35
0.54
 16.40 25.70 27.65 25.33 1.26 0.20 0.16 0.02 -33.64 -42.14 -53.99 0.15 0.10 0.01 20.08 19.50 22.79
15.34
1.50
-5.13
7.92
-5.19
9.62
-25.23
36.04
BNO
Brent Oil
-1.66
-3.17
-4.67
2.00
15.75
8.88
0.36
 15.53 23.66 40.80 36.44 0.13 0.67 0.22 0.01 -28.14 -66.33 -74.90 0.56 0.13 0.00 13.51 24.57 36.39
6.19
-3.43
35.25
62.34
-38.23
36.01
-15.30
15.43
EPOL
Poland
-0.76
-10.09
-10.65
6.50
5.52
3.59
0.28
 15.32 31.94 33.28 27.78 0.42 0.17 0.11 0.01 -48.39 -52.77 -60.36 0.11 0.07 0.00 18.70 20.47 27.34
-0.67
50.79
-24.62
12.22
-8.37
-6.14
-13.78
52.43
THD
Thailand
-4.21
3.02
12.46
7.30
-1.67
-3.64
-0.07
 19.42 18.88 23.34 19.57 0.38 -0.09 -0.16 0.00 -28.45 -34.39 -39.98 -0.06 -0.11 0.00 15.72 17.01 18.24
1.35
-12.62
1.22
1.85
-9.87
8.33
-8.21
31.48
TLT
US Long Term Treasuries
1.99
-1.65
5.97
6.74
-12.14
-5.46
-0.19
 13.79 16.55 15.51 13.94 0.49 -0.73 -0.35 -0.01 -42.19 -47.75 -47.75 -0.29 -0.11 0.00 29.46 28.61 21.27
-1.79
2.51
-31.24
-4.60
18.15
14.12
-1.61
9.18
EWZ
Brazil
-8.14
-14.56
-10.94
-19.74
5.39
-3.44
-0.36
 16.31 27.21 34.32 33.47 -1.21 0.20 -0.10 -0.01 -24.59 -50.35 -50.60 0.22 -0.07 -0.01 12.96 25.17 23.47
-24.59
32.69
12.35
-17.27
-20.33
27.65
-2.57
23.65
EWW
Mexico
-3.18
-5.22
-21.90
-18.64
6.33
5.28
-0.39
 18.27 24.71 27.20 23.90 -1.02 0.26 0.19 -0.02 -26.87 -38.18 -51.08 0.24 0.14 -0.01 11.29 14.57 21.28
-25.30
40.36
1.26
20.31
-3.05
12.64
-14.59
14.50
GREK
Greece
-1.97
-7.14
-5.25
6.39
16.49
7.45
-0.51
 14.00 22.21 29.03 30.14 0.46 0.74 0.26 -0.02 -24.97 -43.83 -61.25 0.66 0.17 -0.01 8.33 16.79 39.29
5.29
42.73
0.98
6.16
-14.48
50.20
-31.24
34.79
FXI
China
-3.96
14.55
14.18
23.96
-5.20
-3.63
-0.52
 24.48 33.93 28.70 24.82 0.98 -0.15 -0.13 -0.02 -44.53 -56.74 -56.74 -0.12 -0.06 -0.01 24.44 31.82 27.33
26.54
-12.35
-20.67
-20.05
8.93
14.87
-13.26
36.22
EIDO
Indonesia
-7.32
-8.64
4.14
-4.63
-2.16
-1.39
-1.25
 16.69 14.91 24.14 21.64 -0.28 -0.14 -0.06 -0.06 -17.85 -42.60 -48.60 -0.12 -0.03 -0.03 8.18 14.75 18.27
-7.80
2.58
-0.15
-0.60
-7.14
5.30
-10.89
19.39
EWM
Malaysia
-0.12
-5.05
8.86
19.79
3.49
1.29
-1.72
 14.66 16.42 16.77 16.07 1.35 0.21 0.08 -0.11 -20.55 -23.78 -35.13 0.17 0.05 -0.05 11.20 12.35 21.55
17.67
-3.60
-5.98
-7.41
3.17
-1.42
-6.27
24.32
TUR
Turkey
8.83
-1.57
-12.65
5.81
30.74
9.72
-1.75
 25.44 33.00 35.12 32.82 0.23 0.93 0.28 -0.05 -20.90 -35.64 -64.14 1.47 0.27 -0.03 9.11 17.10 40.15
14.41
-8.66
105.81
-27.48
-1.20
14.41
-41.48
37.62
ECH
Chile
-0.90
-4.91
-7.91
-2.64
5.68
0.79
-1.92
 16.22 28.11 29.36 26.12 -0.16 0.20 0.03 -0.07 -21.77 -34.95 -59.61 0.26 0.02 -0.03 10.78 16.70 33.46
-7.84
8.98
25.17
-20.02
-7.11
-17.79
-18.96
41.82
EMIF
Emerging Markets Infrastructure
-3.28
-2.66
-4.11
6.41
0.76
-3.67
-2.11
 11.39 17.32 21.45 18.52 0.56 0.04 -0.17 -0.11 -21.45 -37.28 -39.25 0.04 -0.10 -0.05 9.57 24.20 21.18
0.82
5.71
-12.57
3.72
-19.97
16.32
-13.69
20.71
PPLT
Platinum
-4.29
2.41
-8.65
1.53
-0.02
0.58
-2.87
 18.51 19.44 22.23 21.31 0.08 0.00 0.03 -0.13 -19.49 -30.16 -43.60 0.00 0.02 -0.07 11.16 17.99 26.07
-4.50
-8.18
10.43
-10.75
10.78
20.85
-14.95
2.38
EPHE
Philippines
-6.21
-6.86
6.35
4.83
-5.33
-4.09
-2.99
 17.81 21.52 22.65 19.36 0.27 -0.25 -0.18 -0.15 -32.20 -33.68 -43.71 -0.17 -0.12 -0.07 17.87 18.55 23.83
0.25
1.26
-15.86
-2.22
-3.94
8.50
-17.50
20.20
VNM
Vietnam
-1.26
-6.29
-6.74
-5.38
-15.38
-4.43
-3.61
 17.52 26.35 27.17 22.89 -0.31 -0.58 -0.16 -0.16 -46.50 -46.50 -46.50 -0.33 -0.10 -0.08 34.48 27.73 25.08
-8.98
15.06
-43.75
22.05
9.84
9.13
-16.83
38.55
GXG
Colombia
4.32
0.67
-9.07
17.60
-0.42
-3.95
-5.61
 16.86 26.10 31.22 28.34 1.04 -0.02 -0.13 -0.20 -41.89 -47.37 -59.45 -0.01 -0.08 -0.09 27.06 32.37 40.00
5.10
24.94
-25.06
-11.48
-16.32
30.40
-19.90
11.88
USO
WTI Crude Oil
-2.01
-3.67
-4.29
2.10
14.34
-5.08
-9.97
 16.62 24.04 45.36 39.32 0.13 0.60 -0.11 -0.25 -29.06 -81.34 -90.66 0.49 -0.06 -0.11 14.94 44.34 61.71
7.44
-4.94
28.97
64.68
-67.79
32.61
-19.57
2.47
UNG
Natural Gas
13.53
7.93
-17.96
-34.65
-37.92
-27.35
-27.10
 50.38 69.59 63.42 52.46 -0.69 -0.54 -0.43 -0.52 -89.96 -89.96 -96.26 -0.42 -0.30 -0.28 66.70 56.13 75.96
-28.85
-64.04
12.89
35.76
-45.43
-31.77
5.96
-37.58
Return over 1 year are annualized | Gray background returns are below inflation for the same period
Legend: Stocks Fixed Income Commodities
For further information about the market seasonality, check the Asset Class Seasonality page.
Readings that may interest you

You can also focus on more specific Investment Themes, like the following: