Investment Theme Returns

Returns as of 31 October 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 +20.09% annualized return.

The worst is Natural Gas, with a -27.67% 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 31 October 2024

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

INVESTMENT THEMES - USD CURRENCY
Return - Risk - Drawdown
Last Update as of 31 October 2024
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Oct 2024. Inflation (annualized) is 1Y: 2.58% , 3Y: 4.50% , 5Y: 4.17% , 10Y: 2.88%
Returns over 1 year are annualized. Last update: 31 October 2024.
Risk is represented as the annualized Standard Deviation of monthly returns.
High values of Standard Deviation mean high fluctuations in prices.
Last update: 31 October 2024.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Assets usually grant less severe drawdowns.
Last update: 31 October 2024.
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Oct 2024. 2024: 2.17%, 2023: 3.32%, 2022: 6.41%, 2021: 7.18%
Last update: 31 October 2024.
Swipe left to see all data
USD
Return (%) - Oct 31, 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
-1.56
1.75
13.63
36.51
12.17
22.74
20.09
 17.00 22.72 22.15 19.02 2.15 0.54 1.03 1.06 -31.22 -31.22 -31.22 0.39 0.73 0.64 13.41 10.80 8.21
16.06
56.02
-27.73
34.83
43.62
49.86
-1.66
34.25
QQQ
US Technology
-0.86
2.86
14.30
38.85
8.53
20.43
17.85
 13.93 21.83 21.34 18.48 2.79 0.39 0.96 0.97 -32.58 -32.58 -32.58 0.26 0.63 0.55 15.79 12.53 9.41
18.66
54.85
-32.58
27.42
48.40
38.96
-0.12
32.66
VUG
US Large Cap Growth
-0.26
4.38
16.38
43.95
7.47
18.33
15.17
 14.39 21.47 21.30 17.69 3.06 0.35 0.86 0.86 -33.15 -33.15 -33.15 0.23 0.55 0.46 16.97 13.49 9.99
23.64
46.83
-33.15
27.34
40.22
37.03
-3.31
27.72
ARGT
Argentina
9.97
27.38
27.45
92.30
32.38
28.50
14.25
 34.00 33.04 34.88 32.25 2.71 0.98 0.82 0.44 -29.29 -38.17 -55.87 1.11 0.75 0.26 9.31 11.57 19.53
42.55
53.66
10.36
3.83
14.57
14.50
-32.63
53.87
SPY
US Large Cap Blend
-0.89
3.55
13.99
37.81
8.98
15.17
12.91
 10.95 16.99 17.88 15.16 3.45 0.53 0.85 0.85 -23.93 -23.93 -23.93 0.38 0.63 0.54 9.89 8.35 6.40
20.76
26.19
-18.17
28.74
18.37
31.22
-4.56
21.70
XLY
Consumer Discretionary
-1.74
5.23
12.58
30.51
0.12
11.23
12.50
 16.51 24.38 24.12 19.73 1.85 0.01 0.47 0.63 -36.27 -36.27 -36.27 0.00 0.31 0.34 19.19 15.27 11.17
10.82
39.64
-36.27
27.93
29.63
28.39
1.59
22.82
VTI
US Total Stock Market
-0.75
3.42
13.79
37.87
7.48
14.53
12.39
 11.34 17.23 18.38 15.56 3.34 0.43 0.79 0.80 -24.81 -24.81 -24.81 0.30 0.59 0.50 10.83 9.10 6.95
19.67
26.05
-19.51
25.67
21.03
30.67
-5.21
21.21
XLI
Industrials
-1.19
5.01
10.87
38.15
10.36
13.13
11.31
 12.92 19.12 21.10 18.31 2.95 0.54 0.62 0.62 -20.74 -27.13 -27.13 0.50 0.48 0.42 6.60 7.71 6.51
18.56
18.13
-5.58
21.09
10.96
29.09
-13.24
23.97
XLF
Financials
2.56
6.65
16.04
45.99
6.87
12.34
11.28
 12.85 19.48 22.25 19.42 3.58 0.35 0.55 0.58 -23.13 -31.75 -31.75 0.30 0.39 0.36 10.72 12.05 9.62
25.03
12.03
-10.60
34.82
-1.68
31.87
-13.04
22.00
EDEN
Denmark
-5.94
-6.74
1.39
23.99
3.13
15.12
10.91
 14.63 20.37 19.69 16.75 1.64 0.15 0.77 0.65 -33.82 -34.38 -34.38 0.09 0.44 0.32 11.99 9.98 8.45
7.56
17.99
-11.44
14.80
42.55
24.37
-14.42
35.40
EWT
Taiwan
0.65
2.03
14.97
40.22
5.50
14.77
10.88
 15.68 23.09 22.10 18.93 2.56 0.24 0.67 0.57 -37.46 -37.46 -37.46 0.15 0.39 0.29 17.07 13.77 11.76
17.79
29.20
-28.84
28.94
31.50
33.33
-9.92
26.85
VTV
US Large Cap Value
-1.38
3.01
11.30
31.43
9.18
11.51
10.42
 10.12 15.22 17.18 14.67 3.11 0.60 0.67 0.71 -15.33 -25.07 -25.07 0.60 0.46 0.42 4.44 6.75 5.36
17.23
9.33
-2.07
26.51
2.26
25.65
-5.44
17.14
IJK
US Mid Cap Growth
-1.38
-1.06
6.04
33.06
3.13
10.94
9.89
 15.44 20.14 20.88 17.44 2.14 0.16 0.52 0.57 -25.49 -25.49 -25.49 0.12 0.43 0.39 12.41 10.49 8.26
15.08
17.42
-19.03
18.68
22.44
25.96
-10.52
19.64
XLV
Healthcare
-4.64
-1.48
5.46
19.80
4.78
10.98
9.86
 11.58 14.44 15.00 14.19 1.71 0.33 0.73 0.69 -13.07 -13.07 -13.21 0.37 0.84 0.75 5.34 4.79 5.08
8.91
2.06
-2.09
25.59
13.34
20.45
6.28
21.77
IJH
US Mid Cap Blend
-0.67
0.27
9.07
32.94
5.14
11.32
9.80
 15.38 20.03 21.74 18.18 2.14 0.26 0.52 0.54 -21.57 -29.70 -29.70 0.24 0.38 0.33 8.76 8.93 7.24
12.71
16.42
-13.10
24.71
13.58
26.10
-11.18
16.26
IJT
US Small Cap Growth
-3.56
-4.57
8.67
30.64
0.81
9.17
9.46
 18.60 21.26 22.58 19.38 1.65 0.04 0.41 0.49 -26.22 -28.48 -32.91 0.03 0.32 0.29 14.58 12.62 10.96
8.39
17.12
-21.32
22.37
19.22
20.99
-4.39
14.47
XLU
Utilities
-1.08
10.53
21.52
38.28
9.44
7.68
9.24
 14.68 17.82 18.05 15.19 2.61 0.53 0.43 0.61 -17.63 -18.82 -18.82 0.54 0.41 0.49 7.80 8.31 6.96
29.12
-7.17
1.42
16.81
0.57
25.91
3.92
12.03
CGW
Global Water
-5.49
-2.77
5.55
29.56
0.86
9.52
9.23
 17.22 21.17 19.97 16.23 1.72 0.04 0.48 0.57 -32.28 -32.28 -32.28 0.03 0.29 0.29 16.02 13.10 9.73
9.11
15.51
-21.99
31.71
15.42
34.04
-10.42
27.08
VT
World All Countries
-2.18
2.30
10.86
32.11
5.24
11.03
9.12
 11.16 16.49 17.55 14.91 2.88 0.32 0.63 0.61 -25.52 -25.52 -25.52 0.21 0.43 0.36 10.55 9.12 7.37
15.24
22.03
-18.01
18.27
16.61
26.82
-9.76
24.49
VOE
US Mid Cap Value
-1.01
4.53
12.56
34.63
6.85
10.45
9.07
 13.15 18.33 20.74 17.19 2.63 0.37 0.50 0.53 -17.81 -31.25 -31.25 0.38 0.33 0.29 6.37 8.63 6.80
16.25
9.86
-7.95
28.76
2.59
27.84
-12.45
17.07
XLB
Materials
-3.10
1.81
6.35
25.23
5.28
12.19
8.99
 14.98 20.88 21.72 19.18 1.68 0.25 0.56 0.47 -23.73 -26.15 -26.15 0.22 0.47 0.34 8.80 8.37 8.39
10.58
12.45
-12.31
27.45
20.52
24.13
-14.87
24.01
EWN
Netherlands
-8.24
-5.58
-1.21
26.95
-1.90
9.43
8.97
 18.18 24.53 23.43 19.24 1.48 -0.08 0.40 0.47 -40.33 -41.29 -41.29 -0.05 0.23 0.22 18.81 15.97 12.34
5.74
22.10
-24.41
22.74
23.22
32.46
-15.36
33.75
IJR
US Small Cap Blend
-2.60
-3.31
10.01
29.92
1.81
9.12
8.97
 19.81 21.69 23.66 20.14 1.51 0.08 0.39 0.45 -23.11 -32.77 -36.12 0.08 0.28 0.25 10.88 11.25 10.10
6.41
16.07
-16.19
26.60
11.28
22.82
-8.49
13.15
CWB
US Convertible Bonds
0.34
4.83
10.19
20.76
-2.36
10.15
8.77
 8.93 12.87 16.33 13.32 2.32 -0.18 0.62 0.66 -26.54 -26.54 -26.54 -0.09 0.38 0.33 17.39 13.76 10.10
7.77
14.49
-20.81
2.17
53.39
22.39
-1.96
15.70
XLC
Communication Services
1.81
7.61
18.88
43.76
5.68
13.73
8.56
 10.74 20.75 20.61 17.45 4.08 0.27 0.67 0.49 -39.81 -43.46 -43.46 0.14 0.32 0.20 20.74 19.09 14.54
27.74
52.81
-37.63
15.96
26.91
31.05
-16.77
-5.50
GLD
Gold
4.30
11.90
19.65
37.71
15.01
12.22
8.45
 9.20 13.08 14.28 13.98 4.10 1.15 0.86 0.60 -15.91 -18.08 -18.08 0.94 0.68 0.47 5.18 6.94 7.45
32.61
12.69
-0.77
-4.15
24.81
17.86
-1.94
12.81
XLP
Consumer Staples
-3.47
3.46
7.49
21.38
6.75
8.39
8.39
 8.22 13.74 14.02 12.64 2.60 0.49 0.60 0.66 -12.86 -13.28 -13.63 0.52 0.63 0.62 4.58 4.52 4.38
13.50
-0.83
-0.83
17.20
10.15
27.43
-8.07
12.98
EIRL
Ireland
-8.34
-9.52
-4.37
23.13
3.29
9.08
8.08
 20.24 24.87 25.43 20.73 1.14 0.13 0.36 0.39 -36.56 -39.15 -39.15 0.09 0.23 0.21 14.53 14.78 12.30
4.14
35.12
-18.81
13.72
9.62
28.14
-21.91
29.82
IJS
US Small Cap Value
-1.76
-2.22
11.20
28.62
2.37
8.40
7.95
 21.42 22.91 25.67 21.67 1.34 0.10 0.33 0.37 -20.15 -37.50 -40.32 0.12 0.22 0.20 7.92 11.63 10.48
4.04
14.69
-11.33
30.53
2.63
24.12
-12.84
11.35
XLRE
Real Estate
-3.29
5.62
21.43
35.09
0.01
5.28
7.06
 19.66 21.86 20.61 17.39 1.79 0.00 0.26 0.41 -32.25 -32.25 -32.25 0.00 0.16 0.22 19.80 16.04 12.03
10.44
12.37
-26.25
45.26
-2.11
28.69
-2.37
10.69
INDA
India
-6.34
-4.53
4.72
26.78
6.17
11.15
6.88
 11.04 13.11 19.09 18.08 2.42 0.47 0.58 0.38 -15.45 -31.41 -34.00 0.40 0.35 0.20 6.58 8.21 10.07
12.31
17.16
-8.94
21.41
14.83
6.49
-6.69
36.08
EWQ
France
-6.16
-1.56
-3.15
13.29
2.53
6.81
6.81
 15.89 21.06 22.61 18.76 0.84 0.12 0.30 0.36 -29.04 -29.04 -29.04 0.09 0.23 0.23 10.00 10.55 8.98
-1.03
21.73
-11.99
21.47
2.85
26.67
-12.88
29.13
SLV
Silver
4.93
12.96
23.95
42.09
10.51
11.99
6.76
 22.47 25.24 31.49 26.64 1.87 0.42 0.38 0.25 -27.54 -36.79 -36.79 0.38 0.33 0.18 10.24 16.60 17.78
36.87
-1.09
2.37
-12.45
47.30
14.88
-9.19
5.82
EWL
Switzerland
-5.28
-2.12
11.06
20.17
1.79
7.12
6.57
 15.82 17.63 16.89 14.44 1.27 0.10 0.42 0.46 -27.53 -27.53 -27.53 0.07 0.26 0.24 12.07 9.82 8.87
4.36
17.70
-18.86
20.19
11.79
31.58
-9.19
23.36
EWO
Austria
-5.43
-4.43
2.90
19.93
-0.11
4.89
6.25
 15.33 23.01 26.99 22.92 1.30 0.00 0.18 0.27 -37.60 -37.60 -47.58 0.00 0.13 0.13 15.84 16.68 17.15
4.28
20.64
-21.92
31.54
-3.68
17.07
-22.87
52.50
VNQ
US REITs
-3.36
5.01
20.74
34.59
-0.96
3.80
5.94
 19.57 21.68 21.26 17.89 1.77 -0.04 0.18 0.33 -32.77 -32.77 -32.77 -0.03 0.12 0.18 20.06 16.85 12.77
9.72
11.79
-26.24
40.52
-4.68
28.87
-6.02
4.91
EWI
Italy
-2.41
2.37
6.54
31.86
8.58
9.04
5.80
 15.73 22.70 25.07 22.13 2.03 0.38 0.36 0.26 -32.87 -32.87 -33.30 0.26 0.28 0.17 11.66 12.02 14.06
14.77
30.66
-14.10
14.41
1.67
26.97
-17.20
28.73
EPU
Peru
0.93
5.98
9.29
57.94
18.85
8.20
5.74
 19.11 24.35 27.58 24.84 3.03 0.77 0.30 0.23 -31.60 -37.71 -45.01 0.60 0.22 0.13 13.91 16.53 19.20
29.83
25.35
2.13
-11.83
-4.31
7.31
-12.16
29.69
EWD
Sweden
-8.04
-1.43
5.65
32.08
-2.54
8.06
5.51
 23.31 25.80 24.45 20.18 1.38 -0.10 0.33 0.27 -39.64 -40.26 -40.26 -0.06 0.20 0.14 20.31 16.85 13.79
2.76
25.10
-27.79
22.86
22.26
21.74
-12.76
21.88
EWC
Canada
-2.14
4.39
11.08
30.95
3.52
9.51
5.36
 13.37 18.09 20.42 17.77 2.32 0.19 0.47 0.30 -22.93 -26.90 -27.68 0.15 0.35 0.19 10.11 9.56 10.11
11.81
14.75
-12.95
27.00
5.52
27.56
-17.16
15.74
IGF
Global Infrastructure
-1.29
7.31
15.50
32.20
7.01
5.57
5.26
 13.36 16.70 18.97 15.27 2.41 0.42 0.29 0.34 -17.00 -29.59 -29.59 0.41 0.19 0.18 6.08 9.50 7.92
16.14
6.17
-1.23
11.58
-6.50
25.81
-9.94
19.34
EWJ
Japan
-4.85
-4.09
1.94
17.94
1.63
4.77
5.17
 12.23 16.08 15.37 13.85 1.47 0.10 0.31 0.37 -26.93 -28.85 -28.85 0.06 0.17 0.18 11.55 10.83 9.44
6.91
20.32
-17.72
1.17
15.41
19.33
-14.10
24.27
EFA
EAFE Stocks
-5.27
-1.42
4.31
21.96
2.63
6.26
5.13
 12.88 17.69 17.89 15.19 1.71 0.15 0.35 0.34 -27.44 -27.58 -27.58 0.10 0.23 0.19 9.97 9.37 8.68
6.97
18.40
-14.35
11.46
7.59
22.03
-13.81
25.10
ENZL
New Zealand
-4.47
1.86
7.38
16.59
-7.45
0.24
5.08
 16.93 21.04 21.37 18.97 0.98 -0.35 0.01 0.27 -33.74 -37.29 -37.29 -0.22 0.01 0.14 21.87 20.77 15.35
-1.92
3.00
-16.17
-11.38
20.04
30.10
0.35
24.05
EIS
Israel
1.20
9.98
16.74
48.48
-1.88
5.55
4.99
 20.07 22.08 22.06 18.82 2.42 -0.09 0.25 0.27 -38.63 -38.63 -38.63 -0.05 0.14 0.13 21.15 17.10 13.32
18.43
5.46
-27.03
22.84
12.01
20.94
-4.83
12.79
EWK
Belgium
-4.98
1.54
8.94
21.46
-0.36
3.41
4.68
 14.26 18.11 20.74 17.51 1.50 -0.02 0.16 0.27 -30.88 -32.34 -32.96 -0.01 0.11 0.14 12.69 13.13 12.53
7.32
7.47
-13.93
12.87
0.00
25.92
-20.39
23.71
EWA
Australia
-6.49
1.32
10.71
27.12
3.43
6.58
4.55
 17.01 22.63 23.45 19.33 1.59 0.15 0.28 0.24 -23.37 -31.36 -31.36 0.15 0.21 0.15 9.30 9.91 10.38
6.16
13.86
-5.86
8.95
8.26
22.41
-12.02
19.93
ICLN
Global Clean Energy
-10.82
-7.42
-0.34
2.16
-18.71
5.35
4.26
 28.20 28.60 33.37 27.05 0.08 -0.65 0.16 0.16 -47.41 -55.16 -55.16 -0.39 0.10 0.08 31.11 32.63 27.32
-15.31
-20.38
-5.41
-24.19
141.80
44.35
-9.02
21.48
EWG
Germany
-4.49
3.89
8.70
31.50
1.57
5.22
4.25
 16.45 23.35 23.64 19.99 1.91 0.07 0.22 0.21 -39.22 -41.66 -41.66 0.04 0.13 0.10 16.22 15.49 14.77
11.52
23.36
-22.20
5.84
10.57
19.15
-21.37
27.45
XLE
Energy
0.90
-4.17
-3.72
7.57
20.00
14.51
4.25
 11.77 27.32 36.34 29.63 0.64 0.73 0.40 0.14 -17.12 -50.44 -58.89 1.17 0.29 0.07 6.04 18.01 21.18
8.26
-0.64
64.17
53.31
-32.51
11.73
-18.21
-0.90
HYG
US High Yield Bonds
-0.96
2.28
6.90
15.87
2.26
3.28
3.69
 5.76 9.52 9.53 7.68 2.76 0.24 0.34 0.48 -15.25 -15.25 -15.25 0.15 0.21 0.24 7.03 5.83 4.55
7.05
11.00
-10.99
3.75
4.48
14.09
-2.03
6.07
PFF
US Preferred Stocks
-0.68
5.14
9.37
22.54
-0.54
2.58
3.63
 9.18 13.19 13.14 9.86 2.46 -0.04 0.20 0.37 -20.63 -20.63 -20.63 -0.03 0.13 0.18 12.34 10.01 7.22
10.28
8.59
-18.80
7.13
7.44
15.92
-4.63
8.10
EWU
United Kingdom
-4.97
-1.96
4.43
21.52
6.01
5.56
3.27
 11.34 16.37 18.67 16.06 1.90 0.37 0.30 0.20 -21.24 -29.97 -29.97 0.28 0.19 0.11 6.04 10.89 10.34
9.64
12.42
-4.38
18.22
-11.80
21.25
-14.28
21.59
PALL
Palladium
12.26
21.57
17.20
-0.54
-17.87
-9.48
2.93
 25.35 30.42 31.33 30.46 -0.02 -0.59 -0.30 0.10 -63.96 -69.36 -69.36 -0.28 -0.14 0.04 43.80 41.08 31.13
1.79
-38.77
-6.28
-23.26
25.26
53.94
17.23
55.73
CPER
Copper
-3.49
4.35
-3.36
20.53
0.64
10.59
2.92
 16.88 19.06 21.42 20.19 1.22 0.03 0.49 0.14 -29.12 -29.46 -34.19 0.02 0.36 0.09 15.42 13.27 17.79
13.34
4.55
-15.14
25.22
23.89
6.69
-21.94
28.81
EEM
Emerging Markets
-3.07
3.49
9.19
24.26
-2.10
3.18
2.75
 11.45 17.83 18.43 17.17 2.12 -0.12 0.17 0.16 -31.25 -36.52 -36.52 -0.07 0.09 0.08 17.01 18.50 16.78
11.31
8.99
-20.56
-3.61
17.03
18.20
-15.31
37.28
LQD
US Invest. Grade Bonds
-3.18
0.57
6.13
14.86
-3.00
0.11
2.45
 10.50 11.82 10.50 8.31 1.42 -0.25 0.01 0.29 -21.95 -23.27 -23.27 -0.14 0.00 0.11 13.48 11.65 8.50
1.81
9.40
-17.93
-1.85
10.97
17.37
-3.79
7.06
EMB
Emerg. Market Bonds
-2.44
1.78
6.97
17.74
-1.60
-0.02
2.35
 8.78 12.32 12.89 10.06 2.02 -0.13 0.00 0.23 -25.06 -26.75 -26.75 -0.06 0.00 0.09 14.20 12.77 9.27
6.01
10.22
-18.64
-2.24
5.42
15.48
-5.47
10.28
EWP
Spain
-3.88
4.56
10.21
30.84
9.56
6.75
2.35
 20.19 21.40 24.48 21.27 1.53 0.45 0.28 0.11 -27.60 -32.46 -38.72 0.35 0.21 0.06 8.97 13.40 17.60
12.59
30.29
-5.16
0.27
-3.95
11.91
-15.32
26.99
EWY
South Korea
-6.33
-9.98
-4.98
11.87
-7.19
2.11
2.02
 23.24 26.59 25.65 22.51 0.51 -0.27 0.08 0.09 -39.18 -48.08 -48.08 -0.18 0.04 0.04 18.96 23.95 20.95
-8.58
19.06
-26.60
-7.56
39.44
7.95
-20.38
45.00
BNDX
International Bonds
-0.72
1.03
4.13
9.59
-0.77
-0.23
2.01
 5.11 6.29 5.40 4.34 1.88 -0.12 -0.04 0.46 -13.54 -14.88 -14.88 -0.06 -0.02 0.14 8.62 7.76 5.56
2.65
8.79
-12.76
-2.28
4.65
7.87
2.81
2.40
EWS
Singapore
-3.57
7.72
15.64
27.87
1.26
1.91
1.99
 12.54 16.75 19.01 18.02 2.22 0.07 0.10 0.11 -24.34 -28.13 -32.07 0.05 0.07 0.06 13.44 13.72 14.82
16.32
6.22
-9.79
5.56
-8.49
14.53
-11.33
34.82
TIP
US TIPS
-1.85
0.42
4.76
8.35
-2.21
1.71
1.94
 5.06 7.33 6.41 5.18 1.65 -0.30 0.27 0.37 -14.76 -14.76 -14.76 -0.15 0.12 0.13 9.83 7.67 5.58
2.91
3.27
-13.10
5.67
10.84
8.35
-1.42
2.92
NORW
Norway
-2.60
-2.45
5.98
12.89
-4.66
3.52
1.63
 16.02 22.74 26.39 22.15 0.80 -0.21 0.13 0.07 -30.84 -37.03 -43.74 -0.15 0.09 0.04 16.90 16.04 17.07
1.74
4.99
-14.12
18.11
1.22
12.52
-8.03
22.46
BIL
US Cash
0.39
1.28
2.61
5.32
3.56
2.23
1.53
 0.08 0.61 0.67 0.55 66.51 5.82 3.33 2.79 -0.04 -0.16 -0.16 81.43 13.53 9.28 0.01 0.06 0.06
4.38
4.94
1.40
-0.10
0.40
2.03
1.74
0.69
BND
US Total Bond Market
-2.46
0.26
5.27
10.45
-2.27
-0.27
1.47
 7.21 7.65 6.44 5.13 1.45 -0.30 -0.04 0.29 -15.77 -17.28 -17.28 -0.14 -0.02 0.08 10.14 9.10 6.55
2.03
5.41
-13.11
-1.86
7.71
8.83
-0.12
3.57
EWH
Hong Kong
-4.23
17.18
13.82
11.56
-6.93
-2.63
1.18
 22.70 24.84 22.72 19.88 0.51 -0.28 -0.12 0.06 -32.65 -40.35 -40.35 -0.21 -0.07 0.03 20.08 22.68 17.69
5.10
-13.81
-6.82
-3.48
4.19
10.71
-8.73
36.50
DBC
Commodities
1.44
0.04
-3.21
-3.30
3.75
9.58
0.95
 7.58 15.44 18.39 17.19 -0.44 0.24 0.52 0.06 -22.97 -31.66 -49.73 0.16 0.30 0.02 14.18 14.25 26.39
2.50
-6.23
19.34
41.36
-7.84
11.84
-11.62
4.86
EZA
South Africa
-2.06
8.46
24.98
35.76
4.82
5.15
0.89
 16.37 25.74 27.58 25.29 2.18 0.19 0.19 0.04 -33.64 -42.14 -53.99 0.14 0.12 0.02 20.06 19.47 22.78
19.99
1.50
-5.13
7.92
-5.19
9.62
-25.23
36.04
THD
Thailand
-4.45
15.94
17.55
14.13
-1.90
-2.92
0.37
 18.73 18.93 23.26 19.52 0.75 -0.10 -0.13 0.02 -28.45 -34.39 -39.98 -0.07 -0.09 0.01 15.51 16.86 18.10
5.81
-12.62
1.22
1.85
-9.87
8.33
-8.21
31.48
EPOL
Poland
-8.17
-6.71
-3.77
17.48
1.33
2.87
0.17
 17.39 32.78 33.35 27.78 1.01 0.04 0.09 0.01 -52.77 -52.77 -60.36 0.03 0.05 0.00 22.87 20.70 27.60
0.09
50.79
-24.62
12.22
-8.37
-6.14
-13.78
52.43
EWZ
Brazil
-5.80
0.04
-7.52
-0.19
8.00
-2.74
0.16
 20.91 26.73 34.19 33.38 -0.01 0.30 -0.08 0.00 -24.11 -50.35 -52.19 0.33 -0.05 0.00 12.31 24.96 23.94
-17.92
32.69
12.35
-17.27
-20.33
27.65
-2.57
23.65
GREK
Greece
-8.15
-7.62
-1.55
20.59
14.26
8.01
0.14
 16.90 22.71 29.00 30.16 1.22 0.63 0.28 0.00 -24.97 -43.83 -61.25 0.57 0.18 0.00 8.28 16.75 39.28
7.40
42.73
0.98
6.16
-14.48
50.20
-31.24
34.79
FXI
China
-0.69
22.90
24.21
27.25
-5.65
-2.95
0.05
 23.98 33.99 28.64 24.79 1.14 -0.17 -0.10 0.00 -47.22 -56.74 -56.74 -0.12 -0.05 0.00 27.56 31.52 27.16
31.75
-12.35
-20.67
-20.05
8.93
14.87
-13.26
36.22
TLT
US Long Term Treasuries
-5.45
-1.53
6.90
15.05
-11.91
-5.91
-0.09
 16.42 16.60 15.47 13.95 0.92 -0.72 -0.38 -0.01 -42.19 -47.75 -47.75 -0.28 -0.12 0.00 28.99 28.18 20.98
-3.70
2.51
-31.24
-4.60
18.15
14.12
-1.61
9.18
EIDO
Indonesia
-4.62
6.55
6.90
10.03
-0.51
-0.64
-0.51
 16.25 14.38 23.97 21.51 0.62 -0.04 -0.03 -0.02 -17.85 -42.60 -48.60 -0.03 -0.01 -0.01 7.87 14.64 18.16
-0.53
2.58
-0.15
-0.60
-7.14
5.30
-10.89
19.39
EWW
Mexico
-3.33
-8.14
-20.05
-3.02
5.18
5.58
-0.53
 24.30 24.94 27.16 23.93 -0.12 0.21 0.21 -0.02 -24.47 -38.18 -53.31 0.21 0.15 -0.01 10.44 14.16 23.88
-22.84
40.36
1.26
20.31
-3.05
12.64
-14.59
14.50
BNO
Brent Oil
4.17
-5.78
-7.76
-2.35
9.85
10.03
-1.43
 16.54 25.61 40.79 36.90 -0.14 0.38 0.25 -0.04 -28.14 -66.33 -79.40 0.35 0.15 -0.02 13.59 24.50 44.50
7.98
-3.43
35.25
62.34
-38.23
36.01
-15.30
15.43
EMIF
Emerging Markets Infrastructure
-4.69
2.71
1.35
17.49
-0.33
-3.33
-1.88
 12.05 17.61 21.41 18.50 1.45 -0.02 -0.16 -0.10 -21.45 -37.28 -39.25 -0.02 -0.09 -0.05 9.55 24.03 21.06
4.24
5.71
-12.57
3.72
-19.97
16.32
-13.69
20.71
TUR
Turkey
-7.86
-19.77
-15.58
0.42
20.08
9.41
-1.94
 24.20 34.40 35.06 32.77 0.02 0.58 0.27 -0.06 -20.90 -35.64 -64.14 0.96 0.26 -0.03 9.56 17.02 40.12
5.13
-8.66
105.81
-27.48
-1.20
14.41
-41.48
37.62
ECH
Chile
-6.23
-1.65
-1.75
8.99
7.10
-1.84
-2.06
 19.31 28.12 29.96 26.13 0.47 0.25 -0.06 -0.08 -21.77 -37.08 -59.61 0.33 -0.05 -0.03 10.47 17.36 33.30
-7.01
8.98
25.17
-20.02
-7.11
-17.79
-18.96
41.82
EWM
Malaysia
-8.91
3.97
13.28
23.48
1.70
0.90
-2.22
 14.60 16.73 16.80 16.15 1.61 0.10 0.05 -0.14 -20.55 -23.78 -38.42 0.08 0.04 -0.06 11.15 12.30 25.21
17.81
-3.60
-5.98
-7.41
3.17
-1.42
-6.27
24.32
EPHE
Philippines
-6.04
8.48
7.84
19.85
-2.98
-3.48
-2.28
 17.37 21.24 22.53 19.26 1.14 -0.14 -0.15 -0.12 -32.20 -35.06 -43.71 -0.09 -0.10 -0.05 17.62 19.88 23.66
6.89
1.26
-15.86
-2.22
-3.94
8.50
-17.50
20.20
PPLT
Platinum
1.29
1.61
5.64
5.72
-1.34
0.68
-2.74
 17.91 19.83 22.21 21.29 0.32 -0.07 0.03 -0.13 -19.49 -30.16 -43.60 -0.07 0.02 -0.06 11.08 17.77 25.95
-0.22
-8.18
10.43
-10.75
10.78
20.85
-14.95
2.38
VNM
Vietnam
-6.81
-1.33
-2.38
8.59
-14.40
-4.52
-3.92
 21.79 26.42 27.18 22.93 0.39 -0.55 -0.17 -0.17 -46.50 -46.50 -46.50 -0.31 -0.10 -0.08 33.81 27.28 25.65
-7.82
15.06
-43.75
22.05
9.84
9.13
-16.83
38.55
GXG
Colombia
-2.47
-7.32
-9.06
22.19
-4.60
-5.95
-7.65
 17.96 26.43 31.28 28.75 1.24 -0.17 -0.19 -0.27 -41.89 -47.37 -66.01 -0.11 -0.13 -0.12 26.94 32.19 48.96
0.75
24.94
-25.06
-11.48
-16.32
30.40
-19.90
11.88
USO
WTI Crude Oil
4.52
-5.99
-6.76
-2.59
8.54
-4.16
-11.40
 17.75 25.97 45.35 39.65 -0.15 0.33 -0.09 -0.29 -29.06 -81.34 -92.20 0.29 -0.05 -0.12 14.96 44.17 67.32
9.65
-4.94
28.97
64.68
-67.79
32.61
-19.57
2.47
UNG
Natural Gas
-22.17
-6.13
-11.98
-57.63
-44.37
-31.33
-27.67
 52.20 69.60 63.35 52.28 -1.10 -0.64 -0.49 -0.53 -89.96 -89.96 -96.26 -0.49 -0.35 -0.29 65.37 57.19 75.46
-37.33
-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.
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