Investment Theme Returns

Returns as of 31 March 2025
Currency: USD

The best performing in the last 10 Years is Information Technology, that granted a +18.88% annualized return.

The worst is Natural Gas, with a -20.41% 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 31 March 2025

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

INVESTMENT THEMES - USD CURRENCY
Return - Risk - Drawdown
Last Update as of 31 March 2025
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Feb 2025. Pending updates, the monthly inflation is set at 0% for the subsequent periods. Inflation (annualized) is 1Y: 2.44% , 3Y: 3.61% , 5Y: 4.38% , 10Y: 3.09%
Returns over 1 year are annualized. Last update: 31 March 2025.
Risk is represented as the annualized Standard Deviation of monthly returns.
High values of Standard Deviation mean high fluctuations in prices.
Last update: 31 March 2025.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Assets usually grant less severe drawdowns.
Last update: 31 March 2025.
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Feb 2025. Pending updates, the monthly inflation is set at 0% for the subsequent periods. 2025: 0.68%, 2024: 2.90%, 2023: 3.32%, 2022: 6.41%
Last update: 31 March 2025.
Swipe left to see all data
Return (%) - Mar 31, 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
-8.29
-11.04
-8.23
-0.17
10.03
21.80
18.88
 16.33 22.74 21.82 19.07 -0.01 0.44 1.00 0.99 -24.89 -31.22 -31.22 0.40 0.70 0.60 9.44 10.68 8.25
-11.04
21.63
56.02
-27.73
34.83
43.62
49.86
-1.66
QQQ
US Technology
-7.59
-8.14
-3.63
6.26
9.70
20.47
16.97
 14.31 21.59 21.19 18.57 0.44 0.45 0.97 0.91 -26.10 -32.58 -32.58 0.37 0.63 0.52 11.37 12.46 9.45
-8.14
25.58
54.85
-32.58
27.42
48.40
38.96
-0.12
ARGT
Argentina
-2.43
-2.30
23.21
52.43
33.45
39.11
15.59
 24.37 32.65 31.60 32.26 2.15 1.02 1.24 0.48 -29.29 -30.81 -55.87 1.14 1.27 0.28 9.15 9.16 19.48
-2.30
63.46
53.66
10.36
3.83
14.57
14.50
-32.63
VUG
US Large Cap Growth
-8.48
-9.54
-3.16
8.27
9.51
19.53
14.54
 15.56 21.43 20.96 17.91 0.53 0.44 0.93 0.81 -25.49 -33.15 -33.15 0.37 0.59 0.44 11.35 13.37 10.04
-9.54
32.69
46.83
-33.15
27.34
40.22
37.03
-3.31
SPY
US Large Cap Blend
-5.57
-4.27
-1.88
8.30
8.98
18.48
12.42
 11.89 17.07 16.74 15.29 0.70 0.53 1.10 0.81 -20.25 -23.93 -23.93 0.44 0.77 0.52 7.40 7.84 6.42
-4.27
24.89
26.19
-18.17
28.74
18.37
31.22
-4.56
XLF
Financials
-4.20
3.44
10.78
20.10
11.14
21.31
11.92
 16.29 20.58 19.81 19.67 1.23 0.54 1.08 0.61 -19.94 -23.13 -31.75 0.56 0.92 0.38 8.28 8.45 9.61
3.44
30.56
12.03
-10.60
34.82
-1.68
31.87
-13.04
VTI
US Total Stock Market
-5.86
-4.83
-2.28
7.17
8.12
18.10
11.76
 12.65 17.50 17.16 15.77 0.57 0.46 1.05 0.75 -20.52 -24.81 -24.81 0.40 0.73 0.47 7.80 8.57 6.99
-4.83
23.81
26.05
-19.51
25.67
21.03
30.67
-5.21
XLY
Consumer Discretionary
-8.31
-11.74
-0.99
8.33
3.11
15.96
11.37
 19.72 25.46 23.93 20.25 0.42 0.12 0.67 0.56 -29.69 -36.27 -36.27 0.10 0.44 0.31 13.24 15.11 11.26
-11.74
26.51
39.64
-36.27
27.93
29.63
28.39
1.59
XLI
Industrials
-3.56
-0.22
-2.44
5.60
10.16
19.16
10.94
 14.81 19.84 19.27 18.61 0.38 0.51 0.99 0.59 -18.83 -20.74 -27.13 0.54 0.92 0.40 5.93 5.51 6.44
-0.22
17.31
18.13
-5.58
21.09
10.96
29.09
-13.24
HACK
Cyber Security
-5.97
-3.61
5.23
12.16
7.13
15.23
10.35
 15.21 18.60 20.48 19.51 0.80 0.38 0.74 0.53 -26.11 -33.99 -33.99 0.27 0.45 0.30 13.51 15.81 13.91
-3.61
23.40
37.44
-28.15
7.00
41.33
23.39
6.61
VTV
US Large Cap Value
-2.46
2.63
0.11
8.56
8.05
17.08
10.32
 12.28 15.57 15.35 14.83 0.70 0.52 1.11 0.70 -15.33 -15.33 -25.07 0.53 1.11 0.41 4.59 3.70 5.39
2.63
15.95
9.33
-2.07
26.51
2.26
25.65
-5.44
GLD
Gold
9.45
19.00
18.55
40.06
16.84
14.25
9.75
 11.76 14.10 14.86 14.03 3.41 1.19 0.96 0.69 -15.91 -18.08 -18.08 1.06 0.79 0.54 5.25 6.97 6.65
19.00
26.66
12.69
-0.77
-4.15
24.81
17.86
-1.94
EWT
Taiwan
-6.55
-8.27
-8.99
0.71
1.95
15.64
9.54
 12.98 23.06 21.12 19.02 0.05 0.08 0.74 0.50 -32.21 -37.46 -37.46 0.06 0.42 0.25 12.49 13.39 11.79
-8.27
12.85
29.20
-28.84
28.94
31.50
33.33
-9.92
XLU
Utilities
0.24
4.91
-0.88
23.78
5.17
10.55
9.33
 16.55 16.76 16.98 15.28 1.44 0.31 0.62 0.61 -17.63 -17.63 -18.82 0.29 0.60 0.50 7.94 6.45 6.58
4.91
23.31
-7.17
1.42
16.81
0.57
25.91
3.92
XLC
Communication Services
-5.16
-0.08
7.29
19.44
13.06
17.95
9.17
 13.45 20.30 19.85 17.55 1.45 0.64 0.90 0.52 -30.06 -43.46 -43.46 0.43 0.41 0.21 12.98 18.94 14.54
-0.08
34.71
52.81
-37.63
15.96
26.91
31.05
-16.77
XLV
Healthcare
-1.58
6.55
-4.40
0.43
3.81
12.18
8.99
 13.43 13.49 14.84 14.43 0.03 0.28 0.82 0.62 -11.76 -13.07 -13.21 0.32 0.93 0.68 5.08 4.81 5.29
6.55
2.47
2.06
-2.09
25.59
13.34
20.45
6.28
VT
World All Countries
-3.52
-0.98
-2.09
6.98
6.88
15.37
8.90
 9.94 16.38 15.85 14.93 0.70 0.42 0.97 0.60 -21.21 -25.52 -25.52 0.32 0.60 0.35 7.43 8.29 7.37
-0.98
16.49
22.03
-18.01
18.27
16.61
26.82
-9.76
CGW
Global Water
0.41
2.75
-6.95
2.55
3.84
12.79
8.88
 13.94 20.23 18.70 16.40 0.18 0.19 0.68 0.54 -21.67 -32.28 -32.28 0.18 0.40 0.28 7.65 12.67 9.84
2.75
3.22
15.51
-21.99
31.71
15.42
34.04
-10.42
EDEN
Denmark
-6.26
-2.35
-17.97
-13.89
2.63
12.96
8.71
 14.86 20.06 19.68 16.96 -0.93 0.13 0.66 0.51 -25.21 -34.38 -34.38 0.10 0.38 0.25 9.14 10.91 9.10
-2.35
-3.94
17.99
-11.44
14.80
42.55
24.37
-14.42
CWB
US Convertible Bonds
-2.99
-1.32
1.12
6.96
1.94
12.28
8.70
 10.75 12.93 15.43 13.56 0.65 0.15 0.80 0.64 -17.06 -26.54 -26.54 0.11 0.46 0.33 8.53 13.62 10.12
-1.32
10.06
14.49
-20.81
2.17
53.39
22.39
-1.96
IJH
US Mid Cap Blend
-5.45
-6.10
-5.73
-2.64
4.40
16.87
8.38
 16.94 20.87 19.88 18.67 -0.16 0.21 0.85 0.45 -17.52 -21.57 -29.70 0.25 0.78 0.28 6.74 7.20 7.40
-6.10
13.92
16.42
-13.10
24.71
13.58
26.10
-11.18
EWN
Netherlands
-0.93
5.03
-7.32
-3.67
5.35
14.20
8.37
 13.06 23.55 22.06 19.13 -0.28 0.23 0.64 0.44 -26.84 -41.29 -41.29 0.20 0.34 0.20 9.32 15.67 12.47
5.03
1.67
22.10
-24.41
22.74
23.22
32.46
-15.36
EWO
Austria
5.06
19.79
13.04
24.03
11.43
18.74
8.33
 14.23 22.02 23.49 22.64 1.69 0.52 0.80 0.37 -26.48 -37.60 -47.58 0.43 0.50 0.18 7.92 12.52 17.14
19.79
4.06
20.64
-21.92
31.54
-3.68
17.07
-22.87
VOE
US Mid Cap Value
-2.61
-0.11
-3.03
5.40
4.81
17.22
8.18
 13.84 18.81 17.80 17.42 0.39 0.26 0.97 0.47 -17.81 -17.81 -31.25 0.27 0.97 0.26 6.68 5.28 6.90
-0.11
14.00
9.86
-7.95
28.76
2.59
27.84
-12.45
XLP
Consumer Staples
-1.18
4.44
-0.33
9.73
5.25
11.33
8.13
 10.85 13.17 13.57 12.71 0.90 0.40 0.83 0.64 -12.86 -12.86 -13.63 0.41 0.88 0.60 4.67 3.90 4.39
4.44
12.20
-0.83
-0.83
17.20
10.15
27.43
-8.07
XLB
Materials
-2.67
2.67
-9.90
-5.65
1.26
16.10
8.01
 15.37 21.06 20.73 19.38 -0.37 0.06 0.78 0.41 -21.89 -23.73 -26.15 0.06 0.68 0.31 7.95 7.41 8.37
2.67
0.15
12.45
-12.31
27.45
20.52
24.13
-14.87
IJK
US Mid Cap Growth
-6.37
-8.28
-9.08
-8.04
3.57
14.29
7.92
 17.22 20.83 19.99 18.07 -0.47 0.17 0.71 0.44 -17.94 -25.49 -25.49 0.20 0.56 0.31 7.40 10.03 8.46
-8.28
15.68
17.42
-19.03
18.68
22.44
25.96
-10.52
IJT
US Small Cap Growth
-5.81
-7.85
-10.35
-3.72
0.93
13.62
7.75
 21.66 22.47 21.42 20.04 -0.17 0.04 0.64 0.39 -18.28 -26.22 -32.91 0.05 0.52 0.24 8.77 11.74 11.15
-7.85
9.33
17.12
-21.32
22.37
19.22
20.99
-4.39
EPU
Peru
7.21
10.81
4.85
18.38
11.19
18.52
7.72
 14.36 23.50 23.96 24.77 1.28 0.48 0.77 0.31 -31.60 -31.60 -45.01 0.35 0.59 0.17 13.96 13.79 18.39
10.81
21.72
25.35
2.13
-11.83
-4.31
7.31
-12.16
IJR
US Small Cap Blend
-6.17
-8.97
-9.48
-3.44
0.64
15.05
7.48
 21.37 23.08 21.79 20.70 -0.16 0.03 0.69 0.36 -18.51 -23.11 -36.12 0.03 0.65 0.21 8.08 8.96 10.29
-8.97
8.63
16.07
-16.19
26.60
11.28
22.82
-8.49
EWQ
France
0.66
10.93
-0.75
-0.95
7.26
14.35
7.13
 14.90 20.81 20.59 18.75 -0.06 0.35 0.70 0.38 -21.91 -29.04 -29.04 0.33 0.49 0.25 7.07 8.20 9.08
10.93
-5.63
21.73
-11.99
21.47
2.85
26.67
-12.88
EWI
Italy
3.73
17.65
10.27
16.66
17.37
19.18
7.10
 14.64 22.26 22.56 22.05 1.14 0.78 0.85 0.32 -24.96 -32.87 -33.30 0.70 0.58 0.21 7.67 9.33 14.05
17.65
10.23
30.66
-14.10
14.41
1.67
26.97
-17.20
SLV
Silver
9.47
17.70
9.08
36.22
10.64
18.88
6.88
 22.61 25.98 30.75 26.82 1.60 0.41 0.61 0.26 -27.54 -36.79 -36.79 0.39 0.51 0.19 10.45 16.24 17.63
17.70
20.89
-1.09
2.37
-12.45
47.30
14.88
-9.19
EWL
Switzerland
0.12
12.68
-0.60
11.07
3.95
10.07
6.81
 16.20 17.64 16.72 14.62 0.68 0.22 0.60 0.47 -22.17 -27.53 -27.53 0.18 0.37 0.25 8.32 9.77 8.99
12.68
-2.81
17.70
-18.86
20.19
11.79
31.58
-9.19
IJS
US Small Cap Value
-6.39
-9.92
-8.70
-3.38
0.02
16.08
6.71
 21.24 24.26 22.96 22.08 -0.16 0.00 0.70 0.30 -18.74 -20.65 -40.32 0.00 0.78 0.17 7.98 7.12 10.64
-9.92
7.33
14.69
-11.33
30.53
2.63
24.12
-12.84
EWC
Canada
-1.16
1.12
-0.55
8.88
2.75
15.78
6.41
 12.42 18.23 17.94 17.62 0.72 0.15 0.88 0.36 -22.93 -22.93 -26.90 0.12 0.69 0.24 10.18 8.05 9.73
1.12
12.38
14.75
-12.95
27.00
5.52
27.56
-17.16
INDA
India
7.03
-2.20
-11.41
0.51
5.24
18.16
6.21
 13.55 13.91 15.31 18.04 0.04 0.38 1.19 0.34 -17.23 -17.23 -34.00 0.30 1.05 0.18 6.57 6.17 9.38
-2.20
8.63
17.16
-8.94
21.41
14.83
6.49
-6.69
EIRL
Ireland
-2.36
0.66
-12.84
-12.70
9.03
14.84
6.21
 15.77 22.63 22.69 20.37 -0.81 0.40 0.65 0.30 -21.54 -39.15 -39.15 0.42 0.38 0.16 8.07 13.51 12.59
0.66
-1.63
35.12
-18.81
13.72
9.62
28.14
-21.91
XLE
Energy
3.49
9.94
8.17
2.24
10.85
31.64
6.10
 14.38 25.67 31.48 29.70 0.16 0.42 1.01 0.21 -17.12 -23.68 -58.14 0.63 1.34 0.10 6.33 6.72 19.78
9.94
5.56
-0.64
64.17
53.31
-32.51
11.73
-18.21
XLRE
Real Estate
-2.39
3.56
-4.70
9.55
-1.30
9.68
6.01
 17.82 20.73 19.69 17.56 0.54 -0.06 0.49 0.34 -27.77 -32.25 -32.25 -0.05 0.30 0.19 15.41 15.71 12.08
3.56
5.09
12.37
-26.25
45.26
-2.11
28.69
-2.37
GREK
Greece
10.31
21.09
13.43
22.82
23.88
25.30
5.86
 17.26 22.34 24.84 27.66 1.32 1.07 1.02 0.21 -20.03 -25.28 -49.00 1.19 1.00 0.12 6.53 7.26 24.19
21.09
9.54
42.73
0.98
6.16
-14.48
50.20
-31.24
IGF
Global Infrastructure
2.24
4.59
2.07
18.65
5.61
13.00
5.81
 11.39 16.20 15.35 15.39 1.64 0.35 0.85 0.38 -17.00 -17.00 -29.59 0.33 0.76 0.20 6.10 4.86 7.94
4.59
14.81
6.17
-1.23
11.58
-6.50
25.81
-9.94
EWD
Sweden
-2.46
12.72
-3.06
6.99
5.27
13.57
5.81
 18.44 24.92 23.58 20.31 0.38 0.21 0.58 0.29 -27.83 -40.26 -40.26 0.19 0.34 0.14 10.17 16.58 13.66
12.72
-3.91
25.10
-27.79
22.86
22.26
21.74
-12.76
EMQQ
Emerging Markets E-Commerce
0.74
10.67
-1.05
23.92
5.79
4.29
5.52
 17.92 30.44 30.20 27.15 1.33 0.19 0.14 0.20 -30.34 -67.75 -67.75 0.19 0.06 0.08 10.17 44.75 33.90
10.67
11.91
3.63
-30.70
-32.53
80.46
33.86
-29.82
EIS
Israel
-5.96
-3.49
10.92
18.45
1.59
11.91
5.49
 16.65 22.85 20.65 19.07 1.11 0.07 0.58 0.29 -35.58 -38.63 -38.63 0.04 0.31 0.14 17.93 16.56 13.33
-3.49
34.50
5.46
-27.03
22.84
12.01
20.94
-4.83
EFA
EAFE Stocks
0.18
8.09
-0.94
5.55
6.63
12.06
5.47
 11.08 17.35 16.25 15.12 0.50 0.38 0.74 0.36 -22.18 -27.58 -27.58 0.30 0.44 0.20 6.99 8.02 8.72
8.09
3.49
18.40
-14.35
11.46
7.59
22.03
-13.81
CPER
Copper
11.35
25.60
11.46
25.80
3.25
17.92
5.45
 21.37 20.56 20.81 20.09 1.21 0.16 0.86 0.27 -29.12 -29.46 -34.19 0.11 0.61 0.16 15.66 12.85 16.50
25.60
4.23
4.55
-15.14
25.22
23.89
6.69
-21.94
EWJ
Japan
0.13
2.18
-2.67
-1.69
5.57
8.68
4.95
 9.74 15.71 14.49 13.60 -0.17 0.35 0.60 0.36 -19.94 -28.85 -28.85 0.28 0.30 0.17 6.90 10.35 9.44
2.18
7.03
20.32
-17.72
1.17
15.41
19.33
-14.10
VNQ
US REITs
-2.59
2.68
-5.20
9.03
-1.87
9.41
4.84
 17.39 20.82 19.53 18.03 0.52 -0.09 0.48 0.27 -28.43 -32.77 -32.77 -0.07 0.29 0.15 15.76 15.95 12.85
2.68
4.81
11.79
-26.24
40.52
-4.68
28.87
-6.02
EWG
Germany
2.80
16.53
9.57
19.64
12.34
14.49
4.73
 13.57 22.73 21.97 20.00 1.45 0.54 0.66 0.24 -28.32 -41.66 -41.66 0.44 0.35 0.11 8.80 14.73 14.77
16.53
9.79
23.36
-22.20
5.84
10.57
19.15
-21.37
EWA
Australia
-2.29
-1.76
-12.08
-1.48
0.16
12.95
4.69
 15.83 21.41 20.93 19.24 -0.09 0.01 0.62 0.24 -23.37 -23.37 -31.36 0.01 0.55 0.15 9.60 7.81 9.33
-1.76
1.60
13.86
-5.86
8.95
8.26
22.41
-12.02
NORW
Norway
8.75
15.52
7.83
16.94
-1.01
14.03
4.52
 16.99 22.88 23.22 22.04 1.00 -0.04 0.60 0.20 -30.06 -30.84 -43.74 -0.03 0.45 0.10 16.48 13.77 16.03
15.52
-2.50
4.99
-14.12
18.11
1.22
12.52
-8.03
EWU
United Kingdom
1.16
10.53
2.26
13.98
7.70
13.55
4.39
 10.94 16.14 15.76 15.95 1.28 0.48 0.86 0.27 -20.66 -21.24 -29.97 0.37 0.64 0.15 5.93 5.03 10.35
10.53
6.74
12.42
-4.38
18.22
-11.80
21.25
-14.28
EWP
Spain
5.49
22.58
10.61
23.32
18.21
17.02
4.36
 17.29 21.21 22.32 21.30 1.35 0.86 0.76 0.20 -23.37 -32.46 -38.72 0.78 0.52 0.11 6.84 10.05 16.84
22.58
5.70
30.29
-5.16
0.27
-3.95
11.91
-15.32
EPOL
Poland
10.80
34.21
19.91
25.49
18.04
18.56
4.31
 20.63 32.09 31.87 28.16 1.24 0.56 0.58 0.15 -42.83 -52.77 -60.36 0.42 0.35 0.07 14.55 18.26 26.99
34.21
-2.62
50.79
-24.62
12.22
-8.37
-6.14
-13.78
BNO
Brent Oil
3.15
3.87
9.89
-2.51
1.30
31.57
4.26
 13.40 19.67 31.81 35.16 -0.19 0.07 0.99 0.12 -28.14 -28.14 -71.11 0.05 1.12 0.06 13.90 11.46 30.19
3.87
9.67
-3.43
35.25
62.34
-38.23
36.01
-15.30
DBC
Commodities
2.27
5.24
6.43
3.18
-1.35
17.33
4.20
 6.02 11.98 15.38 16.43 0.53 -0.11 1.13 0.26 -22.97 -22.97 -38.65 -0.06 0.75 0.11 15.28 12.01 16.46
5.24
2.18
-6.23
19.34
41.36
-7.84
11.84
-11.62
EWK
Belgium
2.12
7.82
-4.36
8.60
1.81
9.23
4.18
 12.57 17.78 18.78 17.49 0.68 0.10 0.49 0.24 -26.73 -32.34 -32.96 0.07 0.29 0.13 9.39 11.45 12.64
7.82
0.19
7.47
-13.93
12.87
0.00
25.92
-20.39
HYG
US High Yield Bonds
-1.09
1.23
1.11
8.19
4.43
5.88
3.95
 4.51 9.33 8.33 7.67 1.82 0.48 0.71 0.51 -11.04 -15.25 -15.25 0.40 0.39 0.26 3.92 5.48 4.55
1.23
8.49
11.00
-10.99
3.75
4.48
14.09
-2.03
ENZL
New Zealand
-0.68
-6.86
-13.70
-5.53
-6.45
1.06
3.65
 13.53 19.87 20.02 19.06 -0.41 -0.32 0.05 0.19 -24.26 -37.29 -37.29 -0.27 0.03 0.10 12.89 21.95 16.36
-6.86
-4.87
3.00
-16.17
-11.38
20.04
30.10
0.35
EWS
Singapore
2.19
8.74
10.07
35.23
9.28
11.31
3.52
 10.16 16.73 16.37 18.16 3.47 0.56 0.69 0.19 -16.67 -24.34 -32.07 0.56 0.46 0.11 7.18 10.52 14.81
8.74
22.10
6.22
-9.79
5.56
-8.49
14.53
-11.33
UAE
United Arab Emirates
-2.75
3.10
11.85
19.39
-0.51
17.29
3.40
 10.95 15.78 17.09 18.78 1.77 -0.03 1.01 0.18 -23.62 -23.62 -46.99 -0.02 0.73 0.07 15.90 12.39 19.28
3.10
15.26
2.90
-5.31
44.10
-7.26
1.58
-14.42
EEM
Emerging Markets
1.13
4.50
-3.10
8.92
1.38
7.39
3.11
 8.09 17.51 16.34 17.09 1.10 0.08 0.45 0.18 -23.62 -36.52 -36.52 0.06 0.20 0.09 9.84 18.39 17.04
4.50
6.49
8.99
-20.56
-3.61
17.03
18.20
-15.31
EWZ
Brazil
7.22
14.84
-8.29
-13.82
-4.03
9.58
3.03
 22.39 26.55 29.08 33.39 -0.62 -0.15 0.33 0.09 -30.41 -30.41 -50.35 -0.13 0.32 0.06 15.30 14.52 22.10
14.84
-30.41
32.69
12.35
-17.27
-20.33
27.65
-2.57
PFF
US Preferred Stocks
-2.99
-1.18
-4.56
1.45
0.18
4.81
2.84
 8.00 12.92 11.90 9.98 0.18 0.01 0.40 0.28 -14.61 -20.63 -20.63 0.01 0.23 0.14 7.04 9.71 7.28
-1.18
7.24
8.59
-18.80
7.13
7.44
15.92
-4.63
EMB
Emerg. Market Bonds
-1.15
2.67
-0.28
6.70
2.48
3.33
2.61
 6.94 11.82 11.00 10.08 0.97 0.21 0.30 0.26 -17.00 -26.75 -26.75 0.15 0.12 0.10 7.02 12.56 9.33
2.67
5.54
10.22
-18.64
-2.24
5.42
15.48
-5.47
PALL
Palladium
7.16
8.42
-1.21
-3.18
-24.32
-16.43
2.42
 27.28 26.48 30.77 30.94 -0.12 -0.92 -0.53 0.08 -60.80 -69.59 -69.59 -0.40 -0.24 0.03 45.30 45.14 33.61
8.42
-17.38
-38.77
-6.28
-23.26
25.26
53.94
17.23
LQD
US Invest. Grade Bonds
-0.46
2.49
-1.70
4.27
0.43
0.82
2.26
 7.42 11.70 10.19 8.31 0.58 0.04 0.08 0.27 -14.68 -23.27 -23.27 0.03 0.04 0.10 6.81 11.94 8.68
2.49
0.86
9.40
-17.93
-1.85
10.97
17.37
-3.79
TIP
US TIPS
0.68
4.26
1.08
6.06
-0.63
1.92
2.19
 4.80 7.37 6.42 5.14 1.26 -0.09 0.30 0.43 -12.06 -14.76 -14.76 -0.05 0.13 0.15 7.49 7.91 5.70
4.26
1.65
3.27
-13.10
5.67
10.84
8.35
-1.42
BIL
US Cash
0.33
1.00
2.19
4.90
4.17
2.46
1.71
 0.16 0.46 0.69 0.56 30.55 9.11 3.58 3.06 -0.01 -0.16 -0.16 379.16 14.90 10.40 0.00 0.06 0.05
1.00
5.19
4.94
1.40
-0.10
0.40
2.03
1.74
BNDX
International Bonds
-1.18
-0.07
0.09
3.50
1.04
0.17
1.69
 3.73 6.17 5.26 4.36 0.94 0.17 0.03 0.39 -8.52 -14.88 -14.88 0.12 0.01 0.11 4.31 7.82 5.61
-0.07
3.56
8.79
-12.76
-2.28
4.65
7.87
2.81
ICLN
Global Clean Energy
2.79
0.35
-21.50
-16.98
-17.96
4.83
1.46
 23.45 26.83 31.65 26.93 -0.72 -0.67 0.15 0.05 -48.50 -60.77 -60.77 -0.37 0.08 0.02 29.49 36.61 29.87
0.35
-25.72
-20.38
-5.41
-24.19
141.80
44.35
-9.02
BND
US Total Bond Market
0.01
2.78
-0.38
4.92
0.45
-0.26
1.43
 5.63 7.58 6.45 5.14 0.87 0.06 -0.04 0.28 -10.26 -17.28 -17.28 0.04 -0.02 0.08 5.17 9.37 6.72
2.78
1.38
5.41
-13.11
-1.86
7.71
8.83
-0.12
EWY
South Korea
-1.15
6.19
-13.49
-17.55
-6.91
4.74
1.33
 15.57 26.86 24.72 22.80 -1.13 -0.26 0.19 0.06 -33.51 -48.08 -48.08 -0.21 0.10 0.03 14.69 25.78 22.26
6.19
-20.48
19.06
-26.60
-7.56
39.44
7.95
-20.38
QAT
Qatar
-0.89
-0.50
-2.24
7.58
-5.10
8.28
1.28
 9.76 14.65 14.25 16.74 0.78 -0.35 0.58 0.08 -27.26 -27.26 -35.95 -0.19 0.30 0.04 17.30 13.50 15.71
-0.50
5.20
2.71
-7.23
14.42
6.85
-0.33
20.06
EZA
South Africa
8.40
14.84
0.45
31.30
-0.33
15.94
1.22
 16.12 25.74 23.40 25.52 1.94 -0.01 0.68 0.05 -33.64 -33.64 -53.99 -0.01 0.47 0.02 20.32 16.20 22.89
14.84
7.16
1.50
-5.13
7.92
-5.19
9.62
-25.23
EWW
Mexico
0.87
8.84
-2.11
-23.52
0.72
15.51
1.17
 15.20 23.15 22.51 23.65 -1.55 0.03 0.69 0.05 -29.73 -29.73 -46.59 0.02 0.52 0.03 14.16 11.23 17.12
8.84
-28.22
40.36
1.26
20.31
-3.05
12.64
-14.59
EWH
Hong Kong
-0.45
5.10
-4.23
17.41
-4.65
0.69
0.94
 19.76 24.91 21.94 19.90 0.88 -0.19 0.03 0.05 -27.58 -40.35 -40.35 -0.17 0.02 0.02 16.63 23.87 18.74
5.10
0.01
-13.81
-6.82
-3.48
4.19
10.71
-8.73
FXI
China
1.73
17.74
14.46
51.61
6.48
1.33
0.29
 21.55 33.66 28.39 24.98 2.39 0.19 0.05 0.01 -38.22 -56.74 -56.74 0.17 0.02 0.01 17.18 32.37 27.76
17.74
28.98
-12.35
-20.67
-20.05
8.93
14.87
-13.26
ECH
Chile
4.19
19.09
9.67
15.48
5.62
11.12
0.04
 15.00 26.63 26.97 26.13 1.03 0.21 0.41 0.00 -21.77 -29.46 -59.61 0.26 0.38 0.00 11.17 13.76 34.11
19.09
-8.67
8.98
25.17
-20.02
-7.11
-17.79
-18.96
TUR
Turkey
-4.26
-8.48
-9.43
-7.18
20.36
14.95
-0.61
 21.86 32.33 33.15 32.68 -0.33 0.63 0.45 -0.02 -21.59 -30.79 -58.39 0.94 0.49 -0.01 10.65 14.03 32.39
-8.48
12.91
-8.66
105.81
-27.48
-1.20
14.41
-41.48
GXG
Colombia
1.07
20.61
22.23
15.60
-1.12
9.98
-0.86
 16.60 26.04 26.08 28.26 0.94 -0.04 0.38 -0.03 -41.89 -41.89 -53.66 -0.03 0.24 -0.02 27.32 21.99 32.71
20.61
4.68
24.94
-25.06
-11.48
-16.32
30.40
-19.90
TLT
US Long Term Treasuries
-1.20
4.94
-5.27
0.19
-8.70
-8.90
-1.09
 13.54 16.97 14.86 13.68 0.01 -0.51 -0.60 -0.08 -33.99 -47.75 -47.75 -0.26 -0.19 -0.02 22.21 30.47 22.39
4.94
-8.05
2.51
-31.24
-4.60
18.15
14.12
-1.61
VNM
Vietnam
3.65
8.71
-2.35
-10.22
-11.06
5.11
-1.43
 16.44 26.31 24.57 22.34 -0.62 -0.42 0.21 -0.06 -39.78 -46.50 -46.50 -0.28 0.11 -0.03 29.34 28.82 25.10
8.71
-11.15
15.06
-43.75
22.05
9.84
9.13
-16.83
EWM
Malaysia
-2.49
-5.91
-13.09
9.61
-0.15
3.64
-1.46
 15.99 16.20 15.92 15.94 0.60 -0.01 0.23 -0.09 -19.55 -23.78 -33.72 -0.01 0.15 -0.04 10.97 11.93 19.67
-5.91
19.46
-3.60
-5.98
-7.41
3.17
-1.42
-6.27
THD
Thailand
-2.22
-14.03
-24.08
-8.09
-10.13
0.80
-1.52
 19.89 19.03 21.29 19.67 -0.41 -0.53 0.04 -0.08 -30.64 -30.64 -39.98 -0.33 0.03 -0.04 17.61 14.32 18.81
-14.03
-2.21
-12.62
1.22
1.85
-9.87
8.33
-8.21
EMIF
Emerging Markets Infrastructure
1.54
1.54
-6.03
0.46
0.38
4.67
-1.56
 9.40 16.24 17.18 18.45 0.05 0.02 0.27 -0.08 -18.45 -22.13 -39.25 0.02 0.21 -0.04 7.34 8.43 21.62
1.54
1.21
5.71
-12.57
3.72
-19.97
16.32
-13.69
PPLT
Platinum
5.76
10.02
1.75
9.36
-0.14
6.12
-1.90
 18.62 19.88 20.77 21.53 0.50 -0.01 0.29 -0.09 -18.58 -30.16 -38.67 -0.01 0.20 -0.05 10.89 18.13 20.92
10.02
-8.90
-8.18
10.43
-10.75
10.78
20.85
-14.95
EIDO
Indonesia
2.13
-11.80
-26.44
-23.99
-9.99
4.79
-3.16
 20.15 16.52 19.44 22.05 -1.19 -0.60 0.25 -0.14 -30.29 -30.29 -48.60 -0.33 0.16 -0.06 11.62 9.82 19.14
-11.80
-13.01
2.58
-0.15
-0.60
-7.14
5.30
-10.89
EPHE
Philippines
5.42
1.08
-12.40
-6.26
-4.76
3.50
-3.79
 19.17 21.88 20.35 19.44 -0.33 -0.22 0.17 -0.20 -28.17 -32.20 -43.51 -0.17 0.11 -0.09 14.74 15.39 24.42
1.08
-1.41
1.26
-15.86
-2.22
-3.94
8.50
-17.50
USO
WTI Crude Oil
2.81
2.36
10.60
-1.78
1.42
18.09
-5.40
 14.40 20.76 36.21 38.59 -0.12 0.07 0.50 -0.14 -29.06 -43.23 -88.35 0.05 0.42 -0.06 15.34 14.56 54.16
2.36
13.35
-4.94
28.97
64.68
-67.79
32.61
-19.57
UNG
Natural Gas
6.24
28.55
32.33
48.32
-35.05
-15.51
-20.41
 53.62 66.05 64.50 52.62 0.90 -0.53 -0.24 -0.39 -89.96 -89.96 -94.14 -0.39 -0.17 -0.22 72.28 57.85 66.89
28.55
-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.
Readings that may interest you

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