Investment Theme Returns

Returns as of 28 February 2025
Currency: USD

The best performing in the last 10 Years is Information Technology, that granted a +19.49% annualized return.

The worst is Natural Gas, with a -21.18% annualized return in the last 10 Years.

By exploring the following metrics, you can analyze performance trends, volatility, and other key factors to build a well-diversified and efficient investment strategy. Whether you’re an experienced investor or just beginning, this information is designed to support your decision-making process in creating a strong lazy portfolio.

Additionally, you can choose to view data in different currencies to better align with your investment needs.

Metrics as of 28 February 2025

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

INVESTMENT THEMES - USD CURRENCY
Return - Risk - Drawdown
Last Update as of 28 February 2025
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Jan 2025. Pending updates, the monthly inflation is set at 0% for the subsequent periods. Inflation (annualized) is 1Y: 2.61% , 3Y: 3.90% , 5Y: 4.25% , 10Y: 3.09%
Returns over 1 year are annualized. Last update: 28 February 2025.
Risk is represented as the annualized Standard Deviation of monthly returns.
High values of Standard Deviation mean high fluctuations in prices.
Last update: 28 February 2025.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Assets usually grant less severe drawdowns.
Last update: 28 February 2025.
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Jan 2025. Pending updates, the monthly inflation is set at 0% for the subsequent periods. 2025: 0.47%, 2024: 2.90%, 2023: 3.32%, 2022: 6.41%
Last update: 28 February 2025.
Swipe left to see all data
Return (%) - Feb 28, 2025
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 2025 2024 2023 2022 2021 2020 2019 2018
XLK
Information Technology
-2.29
-3.35
2.71
9.71
14.50
21.72
19.49
 13.78 22.10 21.84 18.88 0.70 0.66 0.99 1.03 -24.89 -31.22 -31.22 0.58 0.70 0.62 9.25 10.64 8.20
-3.01
21.63
56.02
-27.73
34.83
43.62
49.86
-1.66
QQQ
US Technology
-2.70
-0.15
7.02
16.44
14.35
20.55
17.62
 11.48 21.09 21.16 18.39 1.43 0.68 0.97 0.96 -26.10 -32.58 -32.58 0.55 0.63 0.54 11.25 12.43 9.41
-0.60
25.58
54.85
-32.58
27.42
48.40
38.96
-0.12
ARGT
Argentina
-4.28
0.24
28.42
68.54
38.92
30.80
16.38
 23.72 32.75 34.47 32.25 2.89 1.19 0.89 0.51 -29.29 -30.81 -55.87 1.33 1.00 0.29 9.09 10.20 19.47
0.13
63.46
53.66
10.36
3.83
14.57
14.50
-32.63
VUG
US Large Cap Growth
-3.02
-0.70
8.30
19.92
14.20
18.97
15.10
 12.20 20.76 21.18 17.72 1.63 0.68 0.90 0.85 -25.49 -33.15 -33.15 0.56 0.57 0.46 11.19 13.36 9.99
-1.15
32.69
46.83
-33.15
27.34
40.22
37.03
-3.31
SPY
US Large Cap Blend
-1.27
-1.06
6.09
18.45
12.45
16.70
12.88
 10.08 16.72 17.58 15.17 1.83 0.74 0.95 0.85 -20.25 -23.93 -23.93 0.62 0.70 0.54 7.32 7.95 6.40
1.38
24.89
26.19
-18.17
28.74
18.37
31.22
-4.56
XLF
Financials
1.38
2.07
14.98
31.38
12.69
16.72
12.33
 15.31 20.37 22.09 19.60 2.05 0.62 0.76 0.63 -20.05 -23.13 -31.75 0.63 0.72 0.39 8.33 9.41 9.60
7.97
30.56
12.03
-10.60
34.82
-1.68
31.87
-13.04
VTI
US Total Stock Market
-1.89
-1.99
5.90
17.54
11.50
16.00
12.31
 10.85 17.12 18.19 15.63 1.62 0.67 0.88 0.79 -20.52 -24.81 -24.81 0.56 0.64 0.50 7.69 8.70 6.95
1.09
23.81
26.05
-19.51
25.67
21.03
30.67
-5.21
XLY
Consumer Discretionary
-6.98
-2.67
15.87
18.08
7.68
14.24
12.28
 17.34 25.01 24.64 20.03 1.04 0.31 0.58 0.61 -29.69 -36.27 -36.27 0.26 0.39 0.34 13.02 15.11 11.18
-3.74
26.51
39.64
-36.27
27.93
29.63
28.39
1.59
XLI
Industrials
-1.46
-4.84
4.56
14.35
12.77
15.19
11.06
 14.56 19.71 21.14 18.59 0.99 0.65 0.72 0.59 -18.83 -20.74 -27.13 0.68 0.73 0.41 5.77 6.18 6.56
3.47
17.31
18.13
-5.58
21.09
10.96
29.09
-13.24
HACK
Cyber Security
-3.40
4.05
13.11
17.25
10.20
14.61
10.58
 13.71 18.20 20.69 19.44 1.26 0.56 0.71 0.54 -26.11 -33.99 -33.99 0.39 0.43 0.31 13.43 15.80 13.89
2.51
23.40
37.44
-28.15
7.00
41.33
23.39
6.61
VTV
US Large Cap Value
0.81
-1.49
4.20
17.05
10.13
13.93
10.45
 12.46 15.52 16.88 14.80 1.37 0.65 0.83 0.71 -15.33 -15.33 -25.07 0.66 0.91 0.42 4.54 4.24 5.38
5.22
15.95
9.33
-2.07
26.51
2.26
25.65
-5.44
EWT
Taiwan
-1.24
-1.29
-2.48
13.24
2.92
14.29
10.10
 11.70 22.84 21.65 18.89 1.13 0.13 0.66 0.53 -34.82 -37.46 -37.46 0.08 0.38 0.27 14.64 13.42 11.76
-1.84
12.85
29.20
-28.84
28.94
31.50
33.33
-9.92
EDEN
Denmark
4.44
-2.72
-14.59
-5.58
5.79
12.45
9.73
 14.26 19.71 19.86 16.82 -0.39 0.29 0.63 0.58 -25.21 -34.38 -34.38 0.23 0.36 0.28 8.53 10.66 8.92
4.17
-3.94
17.99
-11.44
14.80
42.55
24.37
-14.42
XLC
Communication Services
-0.37
3.93
17.47
29.95
15.36
16.03
9.48
 11.51 19.96 20.61 17.47 2.60 0.77 0.78 0.54 -30.06 -43.46 -43.46 0.51 0.37 0.22 12.95 19.00 14.53
5.36
34.71
52.81
-37.63
15.96
26.91
31.05
-16.77
XLV
Healthcare
1.40
1.49
-4.48
4.47
6.32
11.66
9.24
 13.47 13.78 14.95 14.41 0.33 0.46 0.78 0.64 -11.76 -13.07 -13.21 0.54 0.89 0.70 4.99 4.77 5.26
8.26
2.47
2.06
-2.09
25.59
13.34
20.45
6.28
XLU
Utilities
1.72
-3.68
5.41
31.62
8.59
8.21
9.20
 17.02 17.66 17.65 15.29 1.86 0.49 0.46 0.60 -17.63 -17.63 -18.82 0.49 0.47 0.49 7.92 6.68 6.59
4.66
23.31
-7.17
1.42
16.81
0.57
25.91
3.92
VT
World All Countries
-0.41
-0.38
3.71
14.42
8.84
12.55
9.16
 9.20 16.20 17.25 14.88 1.57 0.55 0.73 0.62 -21.21 -25.52 -25.52 0.42 0.49 0.36 7.40 8.52 7.37
2.63
16.49
22.03
-18.01
18.27
16.61
26.82
-9.76
IJH
US Mid Cap Blend
-4.28
-7.81
0.78
8.76
6.83
12.96
9.13
 16.76 20.57 21.89 18.57 0.52 0.33 0.59 0.49 -17.52 -21.57 -29.70 0.39 0.60 0.31 6.40 7.57 7.31
-0.69
13.92
16.42
-13.10
24.71
13.58
26.10
-11.18
CWB
US Convertible Bonds
-1.29
-2.70
7.66
12.55
3.51
9.83
9.02
 10.13 12.81 16.57 13.51 1.24 0.27 0.59 0.67 -17.06 -26.54 -26.54 0.21 0.37 0.34 8.48 13.71 10.11
1.73
10.06
14.49
-20.81
2.17
53.39
22.39
-1.96
IJK
US Mid Cap Growth
-5.55
-9.61
-1.76
3.83
6.00
11.57
8.89
 17.03 20.45 21.31 17.93 0.22 0.29 0.54 0.50 -17.94 -25.49 -25.49 0.33 0.45 0.35 6.96 10.09 8.35
-2.05
15.68
17.42
-19.03
18.68
22.44
25.96
-10.52
CGW
Global Water
0.45
-4.91
-5.29
6.68
4.21
9.32
8.76
 14.50 20.24 19.89 16.41 0.46 0.21 0.47 0.53 -21.67 -32.28 -32.28 0.19 0.29 0.27 7.57 12.82 9.82
2.32
3.22
15.51
-21.99
31.71
15.42
34.04
-10.42
IJT
US Small Cap Growth
-5.82
-11.21
-3.97
5.47
3.01
9.94
8.63
 21.00 22.18 23.23 19.93 0.26 0.14 0.43 0.43 -18.28 -26.22 -32.91 0.16 0.38 0.26 8.35 11.93 11.05
-2.16
9.33
17.12
-21.32
22.37
19.22
20.99
-4.39
GLD
Gold
1.82
7.20
13.83
39.07
13.85
12.15
8.53
 11.34 13.29 14.40 13.79 3.44 1.04 0.84 0.62 -15.91 -18.08 -18.08 0.87 0.67 0.47 5.25 6.97 6.78
8.73
26.66
12.69
-0.77
-4.15
24.81
17.86
-1.94
VOE
US Mid Cap Value
0.00
-5.24
2.04
14.14
6.93
12.17
8.46
 14.17 18.79 20.52 17.39 1.00 0.37 0.59 0.49 -17.81 -21.84 -31.25 0.39 0.56 0.27 6.55 6.26 6.86
2.57
14.00
9.86
-7.95
28.76
2.59
27.84
-12.45
IJR
US Small Cap Blend
-5.61
-10.83
-2.72
6.28
2.91
10.72
8.34
 20.59 22.77 24.02 20.58 0.30 0.13 0.45 0.41 -18.51 -23.11 -36.12 0.16 0.46 0.23 7.62 9.41 10.18
-2.98
8.63
16.07
-16.19
26.60
11.28
22.82
-8.49
EWN
Netherlands
1.77
4.41
-6.32
0.78
5.27
10.85
8.34
 13.54 23.55 23.15 19.13 0.06 0.22 0.47 0.44 -27.69 -41.29 -41.29 0.19 0.26 0.20 9.60 15.77 12.45
6.02
1.67
22.10
-24.41
22.74
23.22
32.46
-15.36
XLP
Consumer Staples
5.19
0.59
1.99
14.73
6.29
10.33
8.05
 10.88 13.15 13.84 12.72 1.35 0.48 0.75 0.63 -12.86 -12.86 -13.63 0.49 0.80 0.59 4.67 3.96 4.42
5.69
12.20
-0.83
-0.83
17.20
10.15
27.43
-8.07
XLB
Materials
-0.03
-5.86
-4.94
3.21
4.22
13.27
7.75
 16.46 21.24 21.76 19.44 0.20 0.20 0.61 0.40 -21.89 -23.73 -26.15 0.19 0.56 0.30 7.78 7.52 8.52
5.49
0.15
12.45
-12.31
27.45
20.52
24.13
-14.87
IJS
US Small Cap Value
-5.40
-10.38
-1.57
6.71
2.41
10.82
7.53
 20.39 23.94 25.73 21.97 0.33 0.10 0.42 0.34 -18.74 -25.76 -40.32 0.13 0.42 0.19 7.52 8.25 10.54
-3.78
7.33
14.69
-11.33
30.53
2.63
24.12
-12.84
EWO
Austria
7.95
16.42
5.47
24.23
8.66
10.20
7.45
 14.26 21.99 26.79 22.64 1.70 0.39 0.38 0.33 -28.37 -37.60 -47.58 0.31 0.27 0.16 8.76 14.41 17.14
14.02
4.06
20.64
-21.92
31.54
-3.68
17.07
-22.87
EWQ
France
2.36
9.89
-0.11
1.34
7.03
9.49
6.85
 15.16 20.82 22.47 18.77 0.09 0.34 0.42 0.36 -21.91 -29.04 -29.04 0.32 0.33 0.24 7.07 8.90 9.08
10.20
-5.63
21.73
-11.99
21.47
2.85
26.67
-12.88
EIS
Israel
-1.93
7.23
18.72
26.03
3.70
8.80
6.77
 14.84 22.55 22.17 19.03 1.75 0.16 0.40 0.36 -35.58 -38.63 -38.63 0.10 0.23 0.18 17.88 16.75 13.31
2.62
34.50
5.46
-27.03
22.84
12.01
20.94
-4.83
EWL
Switzerland
4.36
7.35
-2.12
12.79
4.74
8.54
6.76
 16.18 17.67 17.05 14.62 0.79 0.27 0.50 0.46 -22.17 -27.53 -27.53 0.21 0.31 0.25 8.32 9.81 8.99
12.55
-2.81
17.70
-18.86
20.19
11.79
31.58
-9.19
EWI
Italy
5.84
13.97
6.61
19.06
15.02
12.07
6.65
 15.12 22.33 25.20 22.03 1.26 0.67 0.48 0.30 -26.74 -32.87 -33.30 0.56 0.37 0.20 8.46 10.76 14.05
13.43
10.23
30.66
-14.10
14.41
1.67
26.97
-17.20
EPU
Peru
1.64
-0.96
3.81
23.05
11.04
10.01
6.46
 16.46 23.46 26.81 24.75 1.40 0.47 0.37 0.26 -31.60 -31.60 -45.01 0.35 0.32 0.14 13.96 14.52 18.40
3.36
21.72
25.35
2.13
-11.83
-4.31
7.31
-12.16
XLRE
Real Estate
4.18
-3.08
0.85
14.21
2.03
6.67
6.45
 17.50 21.13 20.89 17.54 0.81 0.10 0.32 0.37 -27.77 -32.25 -32.25 0.07 0.21 0.20 15.38 15.82 12.04
6.10
5.09
12.37
-26.25
45.26
-2.11
28.69
-2.37
EWC
Canada
0.02
-3.40
3.19
14.69
4.91
10.76
6.21
 12.62 18.41 20.43 17.65 1.16 0.27 0.53 0.35 -22.93 -22.93 -26.90 0.21 0.47 0.23 10.15 8.70 9.73
2.31
12.38
14.75
-12.95
27.00
5.52
27.56
-17.16
EIRL
Ireland
1.17
1.52
-11.84
-6.22
7.10
9.62
6.20
 16.65 23.06 25.02 20.37 -0.37 0.31 0.38 0.30 -27.40 -39.15 -39.15 0.26 0.25 0.16 9.95 13.91 12.53
3.10
-1.63
35.12
-18.81
13.72
9.62
28.14
-21.91
SLV
Silver
-0.70
1.40
7.44
36.57
7.77
12.76
5.96
 22.69 25.52 31.54 26.68 1.61 0.30 0.40 0.22 -27.54 -36.79 -36.79 0.28 0.35 0.16 10.45 16.42 17.63
7.52
20.89
-1.09
2.37
-12.45
47.30
14.88
-9.19
EWD
Sweden
5.53
11.59
2.30
10.85
7.11
10.29
5.69
 18.14 24.88 24.71 20.33 0.60 0.29 0.42 0.28 -27.83 -40.26 -40.26 0.26 0.26 0.14 10.16 16.74 13.90
15.56
-3.91
25.10
-27.79
22.86
22.26
21.74
-12.76
EMQQ
Emerging Markets E-Commerce
4.12
3.18
12.42
27.79
2.04
2.43
5.68
 17.97 31.01 30.44 27.16 1.55 0.07 0.08 0.21 -37.02 -67.75 -67.75 0.06 0.04 0.08 15.10 44.39 33.65
9.86
11.91
3.63
-30.70
-32.53
80.46
33.86
-29.82
XLE
Energy
3.83
-3.94
1.36
9.15
12.89
20.21
5.61
 17.22 26.06 35.49 29.69 0.53 0.49 0.57 0.19 -17.12 -34.27 -58.14 0.75 0.59 0.10 6.33 10.25 19.78
6.23
5.56
-0.64
64.17
53.31
-32.51
11.73
-18.21
IGF
Global Infrastructure
0.53
-2.45
3.84
21.08
6.75
6.87
5.46
 11.71 16.43 18.61 15.39 1.80 0.41 0.37 0.35 -17.00 -22.63 -29.59 0.40 0.30 0.18 6.10 6.98 7.94
2.30
14.81
6.17
-1.23
11.58
-6.50
25.81
-9.94
VNQ
US REITs
3.70
-3.41
0.50
14.11
1.02
5.33
5.30
 17.03 21.06 21.46 18.01 0.83 0.05 0.25 0.29 -28.43 -32.77 -32.77 0.04 0.16 0.16 15.73 16.33 12.81
5.41
4.81
11.79
-26.24
40.52
-4.68
28.87
-6.02
EFA
EAFE Stocks
2.95
4.71
-0.35
8.91
6.75
8.66
5.30
 11.41 17.34 17.59 15.13 0.78 0.39 0.49 0.35 -22.18 -27.58 -27.58 0.30 0.31 0.19 6.99 8.32 8.72
7.90
3.49
18.40
-14.35
11.46
7.59
22.03
-13.81
EWJ
Japan
0.23
-0.22
-3.38
1.35
4.78
7.14
5.08
 10.25 15.78 14.87 13.61 0.13 0.30 0.48 0.37 -21.63 -28.85 -28.85 0.22 0.25 0.18 7.84 10.38 9.44
2.04
7.03
20.32
-17.72
1.17
15.41
19.33
-14.10
INDA
India
-5.67
-11.56
-16.06
-5.30
3.52
10.02
5.02
 11.54 13.40 19.14 17.99 -0.46 0.26 0.52 0.28 -17.23 -25.10 -34.00 0.20 0.40 0.15 6.30 7.45 10.29
-8.62
8.63
17.16
-8.94
21.41
14.83
6.49
-6.69
CPER
Copper
5.70
10.00
7.87
18.79
1.18
12.31
4.67
 19.42 19.73 21.28 19.82 0.97 0.06 0.58 0.24 -29.12 -29.46 -34.19 0.04 0.42 0.14 15.66 12.98 16.50
12.80
4.23
4.55
-15.14
25.22
23.89
6.69
-21.94
EWA
Australia
-2.52
-7.70
-5.70
3.95
4.16
7.76
4.56
 15.90 22.05 23.43 19.27 0.25 0.19 0.33 0.24 -23.37 -23.37 -31.36 0.18 0.33 0.15 9.40 8.53 9.55
0.54
1.60
13.86
-5.86
8.95
8.26
22.41
-12.02
EWG
Germany
4.16
11.78
10.54
20.60
10.43
9.40
4.49
 13.67 22.80 23.58 19.99 1.51 0.46 0.40 0.22 -30.02 -41.66 -41.66 0.35 0.23 0.11 9.61 14.97 14.77
13.36
9.79
23.36
-22.20
5.84
10.57
19.15
-21.37
HYG
US High Yield Bonds
0.97
1.55
4.46
10.57
4.36
3.89
3.96
 4.13 9.34 9.53 7.67 2.56 0.47 0.41 0.52 -12.19 -15.25 -15.25 0.36 0.26 0.26 4.70 5.70 4.55
2.34
8.49
11.00
-10.99
3.75
4.48
14.09
-2.03
EWP
Spain
9.37
13.05
9.19
28.53
15.94
9.96
3.75
 18.69 21.12 24.69 21.24 1.53 0.75 0.40 0.18 -23.37 -32.46 -38.72 0.68 0.31 0.10 6.85 11.76 16.84
16.20
5.70
30.29
-5.16
0.27
-3.95
11.91
-15.32
EWK
Belgium
3.87
2.11
-3.10
9.92
1.56
5.00
3.68
 12.75 17.75 20.24 17.51 0.78 0.09 0.25 0.21 -26.73 -32.34 -32.96 0.06 0.15 0.11 9.37 11.73 12.64
5.58
0.19
7.47
-13.93
12.87
0.00
25.92
-20.39
EWU
United Kingdom
4.02
5.63
0.76
17.70
7.45
8.75
3.65
 11.39 16.14 18.01 16.07 1.55 0.46 0.49 0.23 -20.66 -21.24 -29.97 0.36 0.41 0.12 5.93 6.77 10.36
9.26
6.74
12.42
-4.38
18.22
-11.80
21.25
-14.28
ENZL
New Zealand
-5.76
-12.02
-12.81
-3.93
-5.89
-2.20
3.50
 13.59 19.88 21.23 19.07 -0.29 -0.30 -0.10 0.18 -24.26 -37.29 -37.29 -0.24 -0.06 0.09 12.54 21.68 16.14
-6.22
-4.87
3.00
-16.17
-11.38
20.04
30.10
0.35
DBC
Commodities
0.14
4.67
4.81
5.39
0.82
12.44
3.32
 7.03 13.03 17.49 16.55 0.77 0.06 0.71 0.20 -22.97 -22.97 -38.65 0.04 0.54 0.09 15.13 12.56 16.43
2.90
2.18
-6.23
19.34
41.36
-7.84
11.84
-11.62
EWS
Singapore
2.97
4.96
15.65
36.57
8.24
5.86
3.28
 10.17 16.73 18.94 18.15 3.60 0.49 0.31 0.18 -17.26 -24.34 -32.07 0.48 0.24 0.10 7.47 11.86 14.81
6.41
22.10
6.22
-9.79
5.56
-8.49
14.53
-11.33
PFF
US Preferred Stocks
0.68
-1.77
1.54
5.30
1.33
2.81
3.19
 7.30 12.80 13.02 9.93 0.73 0.10 0.22 0.32 -14.61 -20.63 -20.63 0.09 0.14 0.15 7.00 9.82 7.26
1.86
7.24
8.59
-18.80
7.13
7.44
15.92
-4.63
EPOL
Poland
6.98
18.76
6.77
14.62
16.37
11.22
3.18
 18.51 31.77 32.99 27.98 0.79 0.52 0.34 0.11 -42.83 -52.77 -60.36 0.38 0.21 0.05 14.55 18.51 26.99
21.13
-2.62
50.79
-24.62
12.22
-8.37
-6.14
-13.78
GREK
Greece
2.92
14.20
6.04
11.04
19.15
16.42
3.15
 14.89 21.90 27.07 27.93 0.74 0.87 0.61 0.11 -21.50 -25.28 -51.32 0.89 0.65 0.06 6.99 8.93 26.84
9.77
9.54
42.73
0.98
6.16
-14.48
50.20
-31.24
NORW
Norway
-0.20
0.99
-1.95
10.88
-2.40
5.76
2.99
 15.33 22.45 25.82 21.99 0.71 -0.11 0.22 0.14 -30.06 -30.84 -43.74 -0.08 0.19 0.07 16.48 14.43 16.04
6.22
-2.50
4.99
-14.12
18.11
1.22
12.52
-8.03
UAE
United Arab Emirates
2.47
12.32
16.47
24.71
3.13
11.90
2.93
 10.00 16.37 20.21 18.90 2.47 0.19 0.59 0.16 -23.62 -23.62 -46.99 0.13 0.50 0.06 15.89 13.29 19.29
6.01
15.26
2.90
-5.31
44.10
-7.26
1.58
-14.42
EEM
Emerging Markets
1.15
1.57
1.31
10.63
-0.15
3.53
2.84
 8.31 17.62 17.90 17.10 1.28 -0.01 0.20 0.17 -26.20 -36.52 -36.52 -0.01 0.10 0.08 12.12 18.48 17.00
3.32
6.49
8.99
-20.56
-3.61
17.03
18.20
-15.31
EMB
Emerg. Market Bonds
2.13
1.55
2.91
10.10
2.50
0.27
2.73
 6.82 11.82 12.91 10.07 1.48 0.21 0.02 0.27 -17.90 -26.75 -26.75 0.14 0.01 0.10 7.72 12.80 9.32
3.86
5.54
10.22
-18.64
-2.24
5.42
15.48
-5.47
BNO
Brent Oil
-3.27
4.00
0.70
1.45
3.55
13.26
2.60
 14.94 20.41 39.80 35.39 0.10 0.17 0.33 0.07 -28.14 -56.61 -71.11 0.13 0.23 0.04 13.83 18.90 30.20
0.70
9.67
-3.43
35.25
62.34
-38.23
36.01
-15.30
LQD
US Invest. Grade Bonds
2.37
0.21
0.70
6.37
-0.39
-0.39
2.33
 7.44 11.82 10.58 8.31 0.86 -0.03 -0.04 0.28 -17.15 -23.27 -23.27 -0.02 -0.02 0.10 8.93 11.92 8.64
2.97
0.86
9.40
-17.93
-1.85
10.97
17.37
-3.79
TIP
US TIPS
2.16
1.78
1.90
6.03
-1.48
1.43
2.07
 4.80 7.43 6.48 5.14 1.26 -0.20 0.22 0.40 -13.71 -14.76 -14.76 -0.11 0.10 0.14 9.07 7.89 5.69
3.56
1.65
3.27
-13.10
5.67
10.84
8.35
-1.42
ICLN
Global Clean Energy
-2.29
-9.46
-21.50
-18.82
-17.67
-1.31
2.01
 23.15 26.90 33.49 27.04 -0.81 -0.66 -0.04 0.07 -48.50 -60.77 -60.77 -0.36 -0.02 0.03 28.46 35.99 29.37
-2.37
-25.72
-20.38
-5.41
-24.19
141.80
44.35
-9.02
BNDX
International Bonds
0.88
0.35
2.55
5.92
0.68
-0.18
1.86
 3.46 6.27 5.39 4.34 1.71 0.11 -0.03 0.43 -10.55 -14.88 -14.88 0.06 -0.01 0.13 5.95 7.81 5.60
1.13
3.56
8.79
-12.76
-2.28
4.65
7.87
2.81
BIL
US Cash
0.32
1.08
2.29
4.99
4.07
2.43
1.68
 0.14 0.49 0.68 0.56 35.24 8.35 3.55 3.00 -0.01 -0.16 -0.16 370.31 14.75 10.20 0.00 0.06 0.05
0.67
5.19
4.94
1.40
-0.10
0.40
2.03
1.74
EWY
South Korea
1.30
-2.53
-14.54
-12.69
-7.06
1.71
1.56
 16.67 26.86 25.62 22.79 -0.76 -0.26 0.07 0.07 -34.59 -48.08 -48.08 -0.20 0.04 0.03 15.51 25.43 22.01
7.43
-20.48
19.06
-26.60
-7.56
39.44
7.95
-20.38
BND
US Total Bond Market
2.16
1.04
0.92
5.80
-0.49
-0.55
1.48
 5.63 7.75 6.48 5.14 1.03 -0.06 -0.08 0.29 -12.73 -17.28 -17.28 -0.04 -0.03 0.09 7.35 9.33 6.69
2.77
1.38
5.41
-13.11
-1.86
7.71
8.83
-0.12
EWZ
Brazil
-4.82
-1.16
-15.55
-21.06
-1.77
-1.97
1.09
 20.67 27.60 33.86 33.54 -1.02 -0.06 -0.06 0.03 -30.41 -38.58 -50.35 -0.06 -0.05 0.02 14.94 17.44 22.04
7.11
-30.41
32.69
12.35
-17.27
-20.33
27.65
-2.57
EWH
Hong Kong
6.61
2.94
10.96
12.31
-4.66
-2.03
1.08
 20.60 24.91 22.73 19.90 0.60 -0.19 -0.09 0.05 -27.93 -40.35 -40.35 -0.17 -0.05 0.03 16.54 23.75 18.56
5.58
0.01
-13.81
-6.82
-3.48
4.19
10.71
-8.73
QAT
Qatar
-0.61
0.43
3.73
5.32
-3.38
6.64
0.89
 10.27 14.91 14.77 16.81 0.52 -0.23 0.45 0.05 -27.26 -27.26 -36.44 -0.12 0.24 0.02 17.12 13.41 16.00
0.39
5.20
2.71
-7.23
14.42
6.85
-0.33
20.06
EWW
Mexico
3.14
3.68
-1.73
-19.45
3.42
6.79
0.70
 17.01 23.70 26.93 23.68 -1.14 0.14 0.25 0.03 -29.73 -31.88 -47.39 0.12 0.21 0.01 13.62 13.85 17.87
7.90
-28.22
40.36
1.26
20.31
-3.05
12.64
-14.59
PALL
Palladium
-8.58
-6.36
-4.63
-2.75
-28.74
-18.92
0.63
 27.40 26.35 30.69 31.05 -0.10 -1.09 -0.62 0.02 -64.23 -69.59 -69.59 -0.45 -0.27 0.01 48.32 44.63 33.50
1.17
-17.38
-38.77
-6.28
-23.26
25.26
53.94
17.23
FXI
China
10.47
17.97
35.14
53.16
2.83
-0.62
0.26
 21.48 34.08 28.61 24.98 2.48 0.08 -0.02 0.01 -39.70 -56.74 -56.74 0.07 -0.01 0.00 18.91 32.29 27.70
15.74
28.98
-12.35
-20.67
-20.05
8.93
14.87
-13.26
EZA
South Africa
1.49
-1.57
-0.55
27.71
-1.24
6.37
0.20
 15.24 25.48 26.93 25.41 1.82 -0.05 0.24 0.01 -33.64 -33.64 -53.99 -0.04 0.19 0.00 20.32 17.13 22.89
5.94
7.16
1.50
-5.13
7.92
-5.19
9.62
-25.23
ECH
Chile
4.72
13.27
7.71
11.84
8.11
5.51
-0.62
 14.69 27.29 28.46 26.11 0.81 0.30 0.19 -0.02 -21.77 -29.46 -59.61 0.37 0.19 -0.01 11.17 14.08 33.99
14.30
-8.67
8.98
25.17
-20.02
-7.11
-17.79
-18.96
TUR
Turkey
-4.62
-5.66
-7.14
-7.06
26.28
10.74
-0.83
 21.84 32.48 34.49 32.71 -0.32 0.81 0.31 -0.03 -20.90 -30.79 -58.39 1.26 0.35 -0.01 10.05 14.25 32.81
-4.41
12.91
-8.66
105.81
-27.48
-1.20
14.41
-41.48
TLT
US Long Term Treasuries
5.70
-0.56
-2.20
2.21
-10.03
-7.54
-0.86
 13.49 17.18 15.18 13.68 0.16 -0.58 -0.50 -0.06 -37.58 -47.75 -47.75 -0.27 -0.16 -0.02 25.85 30.04 22.09
6.22
-8.05
2.51
-31.24
-4.60
18.15
14.12
-1.61
EWM
Malaysia
1.07
-2.03
-6.99
12.73
0.28
2.24
-1.42
 15.62 16.15 16.40 15.94 0.81 0.02 0.14 -0.09 -20.55 -23.78 -33.72 0.01 0.09 -0.04 11.57 11.91 19.60
-3.51
19.46
-3.60
-5.98
-7.41
3.17
-1.42
-6.27
THD
Thailand
-7.70
-15.16
-12.60
-7.00
-10.20
-2.75
-1.58
 19.82 19.04 22.80 19.67 -0.35 -0.54 -0.12 -0.08 -29.07 -29.07 -39.98 -0.35 -0.09 -0.04 17.17 14.01 18.76
-12.08
-2.21
-12.62
1.22
1.85
-9.87
8.33
-8.21
GXG
Colombia
6.12
18.87
19.67
23.22
1.32
0.27
-1.81
 17.68 26.49 30.91 28.38 1.31 0.05 0.01 -0.06 -41.89 -41.89 -53.66 0.03 0.01 -0.03 27.32 25.05 32.65
19.34
4.68
24.94
-25.06
-11.48
-16.32
30.40
-19.90
EMIF
Emerging Markets Infrastructure
-0.81
0.39
-2.28
0.64
-1.39
-1.25
-1.87
 9.43 16.36 20.35 18.45 0.07 -0.08 -0.06 -0.10 -19.44 -24.13 -39.25 -0.07 -0.05 -0.05 8.08 10.89 21.52
0.00
1.21
5.71
-12.57
3.72
-19.97
16.32
-13.69
PPLT
Platinum
-3.79
-0.77
1.62
6.73
-3.85
1.26
-2.84
 18.10 19.86 21.97 21.49 0.37 -0.19 0.06 -0.13 -19.49 -30.16 -41.06 -0.20 0.04 -0.07 11.79 18.14 23.35
4.02
-8.90
-8.18
10.43
-10.75
10.78
20.85
-14.95
VNM
Vietnam
4.15
2.38
-4.06
-10.88
-13.09
-1.22
-3.26
 16.25 26.23 26.85 22.75 -0.67 -0.50 -0.05 -0.14 -41.76 -46.50 -46.50 -0.31 -0.03 -0.07 31.10 28.61 25.68
4.88
-11.15
15.06
-43.75
22.05
9.84
9.13
-16.83
EIDO
Indonesia
-12.79
-18.52
-25.55
-25.04
-10.11
-3.36
-3.30
 19.90 16.50 24.16 22.04 -1.26 -0.61 -0.14 -0.15 -30.29 -31.87 -48.60 -0.33 -0.11 -0.07 10.61 11.42 18.88
-13.64
-13.01
2.58
-0.15
-0.60
-7.14
5.30
-10.89
EPHE
Philippines
2.92
-5.70
-12.17
-10.53
-8.21
-2.34
-4.33
 18.25 21.84 22.36 19.36 -0.58 -0.38 -0.10 -0.22 -32.20 -32.20 -43.71 -0.25 -0.07 -0.10 18.97 15.87 24.48
-4.12
-1.41
1.26
-15.86
-2.22
-3.94
8.50
-17.50
USO
WTI Crude Oil
-3.59
5.04
1.18
2.54
3.69
-0.10
-6.34
 15.88 21.42 44.27 38.65 0.16 0.17 0.00 -0.16 -29.06 -74.71 -88.35 0.13 0.00 -0.07 15.26 32.90 53.95
-0.44
13.35
-4.94
28.97
64.68
-67.79
32.61
-19.57
UNG
Natural Gas
25.63
40.96
52.13
22.97
-30.97
-17.24
-21.18
 55.82 67.99 64.47 52.58 0.41 -0.46 -0.27 -0.40 -89.96 -89.96 -94.22 -0.34 -0.19 -0.22 70.98 56.87 66.74
21.00
-17.11
-64.04
12.89
35.76
-45.43
-31.77
5.96
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.
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