Investment Theme Returns

Returns as of 31 January 2025
Currency: USD

The best performing in the last 10 Years is Information Technology, that granted a +20.69% annualized return.

The worst is Natural Gas, with a -22.92% 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 January 2025

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

INVESTMENT THEMES - USD CURRENCY
Return - Risk - Drawdown
Last Update as of 31 January 2025
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Jan 2025. Inflation (annualized) is 1Y: 3.06% , 3Y: 4.17% , 5Y: 4.27% , 10Y: 3.12%
Returns over 1 year are annualized. Last update: 31 January 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 January 2025.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Assets usually grant less severe drawdowns.
Last update: 31 January 2025.
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Jan 2025. 2025: 0.47%, 2024: 2.90%, 2023: 3.32%, 2022: 6.41%
Last update: 31 January 2025.
Swipe left to see all data
Return (%) - Jan 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
-0.74
4.03
5.85
17.56
13.48
20.45
20.69
 13.81 22.29 22.14 18.94 1.27 0.60 0.92 1.09 -26.16 -31.22 -31.22 0.52 0.65 0.66 10.03 10.80 8.19
-0.74
21.63
56.02
-27.73
34.83
43.62
49.86
-1.66
QQQ
US Technology
2.16
8.12
11.21
26.00
13.65
19.71
18.77
 11.21 21.23 21.35 18.43 2.32 0.64 0.92 1.02 -26.12 -32.58 -32.58 0.52 0.60 0.58 11.27 12.53 9.40
2.16
25.58
54.85
-32.58
27.42
48.40
38.96
-0.12
ARGT
Argentina
4.61
19.96
52.80
67.57
43.01
29.14
17.98
 23.93 32.46 34.81 32.29 2.82 1.32 0.84 0.56 -29.29 -35.61 -55.87 1.47 0.82 0.32 9.06 11.11 19.46
4.61
63.46
53.66
10.36
3.83
14.57
14.50
-32.63
VUG
US Large Cap Growth
1.93
9.39
14.18
32.39
13.59
18.11
16.15
 12.21 20.88 21.39 17.74 2.65 0.65 0.85 0.91 -26.21 -33.15 -33.15 0.52 0.55 0.49 11.66 13.49 9.99
1.93
32.69
46.83
-33.15
27.34
40.22
37.03
-3.31
XLY
Consumer Discretionary
3.49
18.14
24.32
36.96
8.80
14.10
14.03
 15.83 24.76 24.68 20.00 2.34 0.36 0.57 0.70 -29.69 -36.27 -36.27 0.30 0.39 0.39 12.98 15.27 11.17
3.49
26.51
39.64
-36.27
27.93
29.63
28.39
1.59
SPY
US Large Cap Blend
2.69
6.19
9.96
26.23
11.81
15.08
13.65
 10.23 16.83 18.03 15.21 2.56 0.70 0.84 0.90 -20.25 -23.93 -23.93 0.58 0.63 0.57 7.33 8.35 6.39
2.69
24.89
26.19
-18.17
28.74
18.37
31.22
-4.56
VTI
US Total Stock Market
3.03
6.59
10.24
26.16
11.27
14.52
13.15
 10.85 17.15 18.61 15.67 2.41 0.66 0.78 0.84 -20.52 -24.81 -24.81 0.55 0.59 0.53 7.70 9.11 6.95
3.03
23.81
26.05
-19.51
25.67
21.03
30.67
-5.21
XLF
Financials
6.50
11.21
18.60
34.88
11.66
13.66
12.81
 15.35 20.42 22.81 19.66 2.27 0.57 0.60 0.65 -21.15 -29.88 -31.75 0.55 0.46 0.40 9.16 11.49 9.60
6.50
30.56
12.03
-10.60
34.82
-1.68
31.87
-13.04
HACK
Cyber Security
6.12
14.12
23.03
26.71
12.94
13.75
12.58
 12.99 18.10 20.91 19.92 2.06 0.72 0.66 0.63 -26.11 -33.99 -33.99 0.50 0.40 0.37 13.42 15.91 13.89
6.12
23.40
37.44
-28.15
7.00
41.33
23.39
6.61
XLI
Industrials
5.00
3.90
9.10
24.38
13.00
13.14
11.80
 15.31 19.68 21.69 18.62 1.59 0.66 0.61 0.63 -18.83 -26.66 -27.13 0.69 0.49 0.44 5.72 7.66 6.55
5.00
17.31
18.13
-5.58
21.09
10.96
29.09
-13.24
VTV
US Large Cap Value
4.37
3.23
6.34
19.98
9.41
11.45
10.93
 12.57 15.56 17.57 14.87 1.59 0.60 0.65 0.74 -15.33 -23.14 -25.07 0.61 0.49 0.44 4.54 6.14 5.38
4.37
15.95
9.33
-2.07
26.51
2.26
25.65
-5.44
EWT
Taiwan
-0.60
-2.02
-0.03
18.98
2.83
14.25
10.78
 11.68 22.85 21.65 18.92 1.63 0.12 0.66 0.57 -35.80 -37.46 -37.46 0.08 0.38 0.29 15.51 13.44 11.76
-0.60
12.85
29.20
-28.84
28.94
31.50
33.33
-9.92
XLC
Communication Services
5.75
11.52
20.01
36.41
12.57
14.73
10.23
 11.36 20.56 20.85 17.56 3.21 0.61 0.71 0.58 -34.78 -43.46 -43.46 0.36 0.34 0.24 16.43 19.10 14.53
5.75
34.71
52.81
-37.63
15.96
26.91
31.05
-16.77
IJH
US Mid Cap Blend
3.76
4.87
5.15
20.29
8.84
11.70
10.15
 16.48 20.36 22.27 18.54 1.23 0.43 0.53 0.55 -17.52 -27.82 -29.70 0.50 0.42 0.34 6.27 8.54 7.27
3.76
13.92
16.42
-13.10
24.71
13.58
26.10
-11.18
EDEN
Denmark
-0.25
-10.92
-16.93
-6.26
3.42
10.26
10.08
 14.02 19.66 20.01 16.93 -0.45 0.17 0.51 0.60 -25.21 -34.38 -34.38 0.14 0.30 0.29 8.20 10.62 8.82
-0.25
-3.94
17.99
-11.44
14.80
42.55
24.37
-14.42
IJK
US Mid Cap Growth
3.71
4.24
3.14
20.45
8.37
10.92
9.99
 17.86 20.12 21.52 17.85 1.15 0.42 0.51 0.56 -17.94 -25.49 -25.49 0.47 0.43 0.39 6.77 10.45 8.30
3.71
15.68
17.42
-19.03
18.68
22.44
25.96
-10.52
IJT
US Small Cap Growth
3.89
4.79
0.00
16.62
5.25
9.21
9.95
 20.09 21.88 23.45 19.89 0.83 0.24 0.39 0.50 -18.28 -27.23 -32.91 0.29 0.34 0.30 8.15 12.50 11.00
3.89
9.33
17.12
-21.32
22.37
19.22
20.99
-4.39
VT
World All Countries
3.06
4.17
6.57
20.05
7.97
10.97
9.83
 9.55 16.32 17.63 14.96 2.10 0.49 0.62 0.66 -21.95 -25.52 -25.52 0.36 0.43 0.39 7.87 8.98 7.37
3.06
16.49
22.03
-18.01
18.27
16.61
26.82
-9.76
IJR
US Small Cap Blend
2.79
4.94
1.46
16.22
5.39
9.78
9.61
 19.60 22.50 24.31 20.54 0.83 0.24 0.40 0.47 -18.51 -29.95 -36.12 0.29 0.33 0.27 7.41 10.58 10.14
2.79
8.63
16.07
-16.19
26.60
11.28
22.82
-8.49
CWB
US Convertible Bonds
3.06
5.24
10.32
15.03
3.56
9.34
9.57
 9.84 12.80 16.66 13.53 1.53 0.28 0.56 0.71 -17.06 -26.54 -26.54 0.21 0.35 0.36 8.47 13.78 10.10
3.06
10.06
14.49
-20.81
2.17
53.39
22.39
-1.96
XLV
Healthcare
6.76
0.45
-1.03
6.28
5.49
9.84
9.54
 13.70 13.80 15.33 14.45 0.46 0.40 0.64 0.66 -11.76 -13.07 -13.21 0.47 0.75 0.72 4.93 4.96 5.25
6.76
2.47
2.06
-2.09
25.59
13.34
20.45
6.28
VOE
US Mid Cap Value
2.57
0.58
5.13
18.77
6.71
9.70
9.03
 14.36 18.80 21.16 17.44 1.31 0.36 0.46 0.52 -17.81 -30.09 -31.25 0.38 0.32 0.29 6.50 8.32 6.85
2.57
14.00
9.86
-7.95
28.76
2.59
27.84
-12.45
CGW
Global Water
1.86
-3.63
-6.31
9.44
2.09
7.26
8.88
 15.60 20.58 20.33 16.48 0.61 0.10 0.36 0.54 -23.95 -32.28 -32.28 0.09 0.23 0.28 8.89 13.23 9.82
1.86
3.22
15.51
-21.99
31.71
15.42
34.04
-10.42
EWN
Netherlands
4.18
0.18
-5.42
3.81
1.90
8.90
8.85
 14.21 24.01 23.41 19.21 0.27 0.08 0.38 0.46 -33.25 -41.29 -41.29 0.06 0.22 0.21 12.70 15.96 12.44
4.18
1.67
22.10
-24.41
22.74
23.22
32.46
-15.36
IJS
US Small Cap Value
1.71
4.93
2.60
15.47
5.11
9.68
8.74
 19.40 23.72 26.05 21.93 0.80 0.22 0.37 0.40 -18.74 -33.30 -40.32 0.27 0.29 0.22 7.33 10.19 10.49
1.71
7.33
14.69
-11.33
30.53
2.63
24.12
-12.84
XLB
Materials
5.53
-4.43
-2.70
9.96
3.79
11.28
8.59
 17.45 21.27 22.18 19.57 0.57 0.18 0.51 0.44 -21.89 -23.73 -26.15 0.17 0.48 0.33 7.68 7.92 8.49
5.53
0.15
12.45
-12.31
27.45
20.52
24.13
-14.87
XLU
Utilities
2.89
-1.73
8.61
30.76
7.28
5.62
8.29
 17.06 17.72 18.27 15.46 1.80 0.41 0.31 0.54 -17.63 -18.82 -18.82 0.41 0.30 0.44 7.90 8.40 7.01
2.89
23.31
-7.17
1.42
16.81
0.57
25.91
3.92
XLP
Consumer Staples
0.47
-0.67
2.76
11.35
4.02
7.37
7.94
 10.12 12.91 14.28 12.69 1.12 0.31 0.52 0.63 -12.86 -13.28 -13.63 0.31 0.55 0.58 4.67 4.60 4.42
0.47
12.20
-0.83
-0.83
17.20
10.15
27.43
-8.07
EWO
Austria
5.63
5.40
0.74
12.15
1.22
6.42
7.87
 13.33 22.92 27.01 22.81 0.91 0.05 0.24 0.34 -37.50 -37.60 -47.58 0.03 0.17 0.17 15.85 16.01 17.14
5.63
4.06
20.64
-21.92
31.54
-3.68
17.07
-22.87
GLD
Gold
6.79
1.99
14.13
37.20
15.44
11.60
7.67
 11.54 13.58 14.41 13.95 3.22 1.14 0.81 0.55 -15.91 -18.08 -18.08 0.97 0.64 0.42 5.25 6.97 7.46
6.79
26.66
12.69
-0.77
-4.15
24.81
17.86
-1.94
EIRL
Ireland
1.91
-3.74
-12.91
-1.58
4.00
7.44
7.34
 17.78 23.52 25.37 20.72 -0.09 0.17 0.29 0.35 -32.74 -39.15 -39.15 0.12 0.19 0.19 12.51 14.54 12.48
1.91
-1.63
35.12
-18.81
13.72
9.62
28.14
-21.91
EIS
Israel
4.65
18.85
30.71
39.62
4.52
7.81
7.33
 15.45 22.51 22.36 19.03 2.56 0.20 0.35 0.39 -35.58 -38.63 -38.63 0.13 0.20 0.19 17.88 17.10 13.31
4.65
34.50
5.46
-27.03
22.84
12.01
20.94
-4.83
EWQ
France
7.66
2.66
1.06
2.68
3.76
7.21
7.25
 15.41 21.23 22.80 18.85 0.17 0.18 0.32 0.38 -27.18 -29.04 -29.04 0.14 0.25 0.25 9.36 10.00 9.08
7.66
-5.63
21.73
-11.99
21.47
2.85
26.67
-12.88
EWI
Italy
7.17
2.93
5.37
19.69
10.28
9.59
6.92
 15.29 22.64 25.28 22.11 1.29 0.45 0.38 0.31 -31.67 -32.87 -33.30 0.32 0.29 0.21 11.00 11.63 14.05
7.17
10.23
30.66
-14.10
14.41
1.67
26.97
-17.20
EWL
Switzerland
7.85
0.45
-1.69
6.51
2.29
6.06
6.82
 15.97 17.62 17.32 14.64 0.41 0.13 0.35 0.47 -22.53 -27.53 -27.53 0.10 0.22 0.25 8.51 10.06 8.99
7.85
-2.81
17.70
-18.86
20.19
11.79
31.58
-9.19
EWC
Canada
2.28
2.80
7.32
15.99
4.93
9.16
6.82
 12.56 18.41 20.74 17.72 1.27 0.27 0.44 0.39 -22.93 -26.36 -26.90 0.21 0.35 0.25 10.14 9.49 9.72
2.28
12.38
14.75
-12.95
27.00
5.52
27.56
-17.16
EPU
Peru
1.69
-4.66
1.05
26.43
12.54
7.54
6.32
 16.63 23.61 27.20 24.75 1.59 0.53 0.28 0.26 -31.60 -32.98 -45.01 0.40 0.23 0.14 13.96 15.46 18.39
1.69
21.72
25.35
2.13
-11.83
-4.31
7.31
-12.16
INDA
India
-3.13
-6.31
-10.56
2.94
3.90
9.79
6.08
 10.41 13.26 19.21 17.92 0.28 0.29 0.51 0.34 -15.41 -30.10 -34.00 0.25 0.33 0.18 7.09 8.13 10.17
-3.13
8.63
17.16
-8.94
21.41
14.83
6.49
-6.69
EWD
Sweden
9.51
2.40
0.94
11.24
1.42
7.97
5.84
 18.24 25.52 24.78 20.37 0.62 0.06 0.32 0.29 -33.57 -40.26 -40.26 0.04 0.20 0.14 14.68 16.90 13.90
9.51
-3.91
25.10
-27.79
22.86
22.26
21.74
-12.76
EWJ
Japan
1.80
1.92
-2.24
5.56
4.07
5.26
5.82
 11.03 15.84 15.39 13.78 0.50 0.26 0.34 0.42 -23.02 -28.85 -28.85 0.18 0.18 0.20 8.68 10.68 9.43
1.80
7.03
20.32
-17.72
1.17
15.41
19.33
-14.10
XLE
Energy
2.31
-0.24
-4.40
8.56
14.05
15.42
5.69
 17.14 26.23 36.30 29.70 0.50 0.54 0.42 0.19 -17.12 -44.32 -58.14 0.82 0.35 0.10 6.30 14.70 19.78
2.31
5.56
-0.64
64.17
53.31
-32.51
11.73
-18.21
EWA
Australia
3.14
-1.28
0.02
7.99
6.88
6.14
5.64
 15.60 22.14 23.84 19.38 0.51 0.31 0.26 0.29 -23.37 -30.19 -31.36 0.29 0.20 0.18 9.25 9.74 9.51
3.14
1.60
13.86
-5.86
8.95
8.26
22.41
-12.02
EFA
EAFE Stocks
4.80
1.39
-0.05
8.95
4.50
6.30
5.64
 11.41 17.44 17.97 15.22 0.78 0.26 0.35 0.37 -24.46 -27.58 -27.58 0.18 0.23 0.20 8.14 9.03 8.72
4.80
3.49
18.40
-14.35
11.46
7.59
22.03
-13.81
XLRE
Real Estate
1.84
-3.09
2.35
12.45
-0.98
4.45
5.62
 17.29 21.21 21.05 17.56 0.72 -0.05 0.21 0.32 -27.77 -32.25 -32.25 -0.04 0.14 0.17 15.39 16.20 12.14
1.84
5.09
12.37
-26.25
45.26
-2.11
28.69
-2.37
SLV
Silver
8.28
-4.36
8.03
36.35
11.08
11.13
5.60
 22.72 25.88 31.78 26.72 1.60 0.43 0.35 0.21 -27.54 -36.79 -36.79 0.40 0.30 0.15 10.42 16.65 17.82
8.28
20.89
-1.09
2.37
-12.45
47.30
14.88
-9.19
IGF
Global Infrastructure
1.76
0.60
7.95
21.16
7.25
4.77
5.41
 11.70 16.45 19.10 15.39 1.81 0.44 0.25 0.35 -17.00 -29.59 -29.59 0.43 0.16 0.18 6.09 9.53 7.94
1.76
14.81
6.17
-1.23
11.58
-6.50
25.81
-9.94
EMQQ
Emerging Markets E-Commerce
5.51
-3.27
13.19
28.30
-3.21
1.03
5.17
 18.02 31.64 30.44 27.14 1.57 -0.10 0.03 0.19 -44.03 -67.75 -67.75 -0.07 0.02 0.08 23.15 44.01 33.39
5.51
11.91
3.63
-30.70
-32.53
80.46
33.86
-29.82
GREK
Greece
6.65
8.77
0.49
11.09
16.25
10.21
5.03
 14.90 22.16 28.97 28.83 0.74 0.73 0.35 0.17 -24.97 -40.23 -51.32 0.65 0.25 0.10 8.40 14.67 26.84
6.65
9.54
42.73
0.98
6.16
-14.48
50.20
-31.24
CPER
Copper
6.72
-1.86
2.40
11.00
0.44
11.22
4.88
 19.09 19.56 21.18 19.88 0.58 0.02 0.53 0.25 -29.12 -29.46 -34.19 0.02 0.38 0.14 15.66 12.98 16.50
6.72
4.23
4.55
-15.14
25.22
23.89
6.69
-21.94
ENZL
New Zealand
-0.49
-3.48
-1.69
-0.29
-2.55
-2.22
4.74
 12.54 19.82 21.24 19.05 -0.02 -0.13 -0.10 0.25 -24.26 -37.29 -37.29 -0.11 -0.06 0.13 12.21 21.45 15.88
-0.49
-4.87
3.00
-16.17
-11.38
20.04
30.10
0.35
EWG
Germany
8.83
7.15
11.31
22.04
5.51
6.70
4.66
 13.95 23.44 23.87 20.03 1.58 0.23 0.28 0.23 -36.42 -41.66 -41.66 0.15 0.16 0.11 13.75 15.33 14.77
8.83
9.79
23.36
-22.20
5.84
10.57
19.15
-21.37
BNO
Brent Oil
4.11
5.73
-0.38
8.08
8.81
11.38
4.52
 14.69 21.35 40.14 35.71 0.55 0.41 0.28 0.13 -28.14 -61.41 -71.11 0.31 0.19 0.06 13.71 21.37 30.18
4.11
9.67
-3.43
35.25
62.34
-38.23
36.01
-15.30
VNQ
US REITs
1.65
-2.89
1.98
12.22
-1.37
3.06
4.52
 16.86 21.07 21.68 18.03 0.72 -0.07 0.14 0.25 -28.43 -32.77 -32.77 -0.05 0.09 0.14 15.73 17.02 12.88
1.65
4.81
11.79
-26.24
40.52
-4.68
28.87
-6.02
HYG
US High Yield Bonds
1.36
2.22
5.05
9.84
3.73
3.42
4.09
 4.16 9.36 9.55 7.69 2.37 0.40 0.36 0.53 -12.94 -15.25 -15.25 0.29 0.22 0.27 5.25 5.79 4.55
1.36
8.49
11.00
-10.99
3.75
4.48
14.09
-2.03
EWU
United Kingdom
5.04
2.26
0.26
14.27
5.63
5.59
3.84
 11.07 16.06 18.61 16.12 1.29 0.35 0.30 0.24 -21.24 -26.84 -29.97 0.26 0.21 0.13 6.19 9.60 10.36
5.04
6.74
12.42
-4.38
18.22
-11.80
21.25
-14.28
EWK
Belgium
1.64
-5.12
-3.66
5.82
-0.74
1.94
3.79
 12.37 17.72 20.75 17.54 0.47 -0.04 0.09 0.22 -27.98 -32.34 -32.96 -0.03 0.06 0.11 10.32 12.77 12.62
1.64
0.19
7.47
-13.93
12.87
0.00
25.92
-20.39
DBC
Commodities
2.76
2.45
2.49
3.64
2.90
10.87
3.75
 7.28 13.52 17.82 16.60 0.50 0.21 0.61 0.23 -22.97 -25.24 -38.65 0.13 0.43 0.10 14.93 13.20 16.37
2.76
2.18
-6.23
19.34
41.36
-7.84
11.84
-11.62
EWP
Spain
6.25
-0.25
4.30
16.41
11.38
6.65
3.54
 17.33 20.74 24.60 21.16 0.95 0.55 0.27 0.17 -23.74 -32.46 -38.72 0.48 0.20 0.09 7.09 12.84 16.84
6.25
5.70
30.29
-5.16
0.27
-3.95
11.91
-15.32
NORW
Norway
6.44
2.00
-0.49
9.63
-1.49
3.78
3.43
 15.46 22.50 26.19 22.02 0.62 -0.07 0.14 0.16 -30.06 -32.22 -43.74 -0.05 0.12 0.08 16.38 15.25 16.00
6.44
-2.50
4.99
-14.12
18.11
1.22
12.52
-8.03
UAE
United Arab Emirates
3.46
12.99
16.78
20.22
3.94
9.56
3.29
 10.41 16.53 20.58 18.97 1.94 0.24 0.46 0.17 -23.62 -29.13 -46.99 0.17 0.33 0.07 15.89 14.37 19.29
3.46
15.26
2.90
-5.31
44.10
-7.26
1.58
-14.42
PFF
US Preferred Stocks
1.18
-1.62
3.44
5.56
0.07
1.65
3.22
 7.31 12.92 13.22 9.93 0.76 0.01 0.12 0.32 -16.88 -20.63 -20.63 0.00 0.08 0.16 8.89 10.05 7.25
1.18
7.24
8.59
-18.80
7.13
7.44
15.92
-4.63
ICLN
Global Clean Energy
-0.09
-12.36
-18.86
-16.32
-14.23
-0.14
3.18
 23.23 27.71 33.50 27.17 -0.70 -0.51 0.00 0.12 -47.30 -59.85 -59.85 -0.30 0.00 0.05 27.32 35.14 28.84
-0.09
-25.72
-20.38
-5.41
-24.19
141.80
44.35
-9.02
EEM
Emerging Markets
2.15
-2.27
1.14
13.94
-1.98
2.51
3.17
 8.89 17.79 17.99 17.15 1.57 -0.11 0.14 0.18 -29.39 -36.52 -36.52 -0.07 0.07 0.09 15.20 18.51 16.95
2.15
6.49
8.99
-20.56
-3.61
17.03
18.20
-15.31
EWS
Singapore
3.34
8.47
16.84
33.16
7.02
4.25
3.02
 10.39 16.69 19.05 18.13 3.19 0.42 0.22 0.17 -17.66 -24.34 -32.07 0.40 0.17 0.09 7.67 12.63 14.81
3.34
22.10
6.22
-9.79
5.56
-8.49
14.53
-11.33
EPOL
Poland
13.22
10.16
2.77
14.04
8.71
6.27
2.63
 18.35 32.64 33.65 27.90 0.77 0.27 0.19 0.09 -47.06 -52.77 -60.36 0.19 0.12 0.04 17.73 19.74 26.99
13.22
-2.62
50.79
-24.62
12.22
-8.37
-6.14
-13.78
EMB
Emerg. Market Bonds
1.70
1.24
3.05
8.64
-0.13
-0.41
2.61
 6.68 12.21 12.89 10.05 1.29 -0.01 -0.03 0.26 -22.45 -26.75 -26.75 -0.01 -0.02 0.10 11.69 12.84 9.32
1.70
5.54
10.22
-18.64
-2.24
5.42
15.48
-5.47
PALL
Palladium
10.67
-10.17
9.20
2.38
-25.07
-15.62
2.13
 26.24 26.56 31.04 30.97 0.09 -0.94 -0.50 0.07 -64.23 -69.59 -69.59 -0.39 -0.22 0.03 47.17 43.74 32.90
10.67
-17.38
-38.77
-6.28
-23.26
25.26
53.94
17.23
LQD
US Invest. Grade Bonds
0.58
-0.36
0.21
1.89
-1.88
-0.64
1.94
 7.52 11.80 10.54 8.29 0.25 -0.16 -0.06 0.23 -18.92 -23.27 -23.27 -0.10 -0.03 0.08 10.63 11.87 8.65
0.58
0.86
9.40
-17.93
-1.85
10.97
17.37
-3.79
EWZ
Brazil
12.53
-4.60
-4.57
-16.84
1.17
-3.57
1.90
 20.49 27.53 34.25 33.50 -0.82 0.04 -0.10 0.06 -30.41 -46.16 -50.35 0.04 -0.08 0.04 14.34 21.09 21.90
12.53
-30.41
32.69
12.35
-17.27
-20.33
27.65
-2.57
BNDX
International Bonds
0.24
1.13
2.17
4.43
-0.03
-0.22
1.75
 3.56 6.29 5.39 4.34 1.24 -0.01 -0.04 0.40 -11.68 -14.88 -14.88 0.00 -0.02 0.12 6.92 7.80 5.59
0.24
3.56
8.79
-12.76
-2.28
4.65
7.87
2.81
TIP
US TIPS
1.37
0.13
0.55
2.70
-1.90
1.18
1.72
 4.67 7.34 6.42 5.13 0.58 -0.26 0.18 0.34 -13.71 -14.76 -14.76 -0.14 0.08 0.12 9.05 7.86 5.71
1.37
1.65
3.27
-13.10
5.67
10.84
8.35
-1.42
BIL
US Cash
0.35
1.13
2.43
5.11
3.95
2.39
1.65
 0.12 0.53 0.68 0.56 44.08 7.49 3.50 2.95 -0.02 -0.16 -0.16 181.37 14.50 10.00 0.00 0.06 0.05
0.35
5.19
4.94
1.40
-0.10
0.40
2.03
1.74
EWY
South Korea
6.05
-7.76
-16.96
-7.08
-7.45
0.49
1.61
 18.61 26.85 25.72 22.80 -0.38 -0.28 0.02 0.07 -34.59 -48.08 -48.08 -0.22 0.01 0.03 15.16 25.09 21.76
6.05
-20.48
19.06
-26.60
-7.56
39.44
7.95
-20.38
QAT
Qatar
1.00
1.49
5.74
11.68
-2.06
4.11
1.56
 11.20 15.06 15.77 16.91 1.04 -0.14 0.26 0.09 -27.26 -27.26 -36.44 -0.08 0.15 0.04 16.96 13.75 15.95
1.00
5.20
2.71
-7.23
14.42
6.85
-0.33
20.06
BND
US Total Bond Market
0.60
-0.04
0.23
2.16
-1.57
-0.64
1.13
 5.59 7.67 6.45 5.12 0.39 -0.20 -0.10 0.22 -13.72 -17.28 -17.28 -0.11 -0.04 0.07 8.29 9.29 6.68
0.60
1.38
5.41
-13.11
-1.86
7.71
8.83
-0.12
EWW
Mexico
4.61
-2.67
-10.59
-23.56
3.60
4.09
1.08
 16.26 23.72 27.27 23.76 -1.45 0.15 0.15 0.05 -29.73 -38.18 -47.39 0.12 0.11 0.02 13.03 15.44 17.73
4.61
-28.22
40.36
1.26
20.31
-3.05
12.64
-14.59
EWH
Hong Kong
-0.96
-5.76
10.43
9.72
-8.04
-3.22
0.46
 20.07 24.70 22.54 19.80 0.48 -0.33 -0.14 0.02 -31.06 -40.35 -40.35 -0.26 -0.08 0.01 19.45 23.47 18.38
-0.96
0.01
-13.81
-6.82
-3.48
4.19
10.71
-8.73
EZA
South Africa
4.39
-6.77
1.12
19.20
-0.50
3.89
0.18
 16.83 25.55 27.34 25.41 1.14 -0.02 0.14 0.01 -33.64 -36.45 -53.99 -0.01 0.11 0.00 20.27 18.20 22.87
4.39
7.16
1.50
-5.13
7.92
-5.19
9.62
-25.23
FXI
China
4.76
2.56
26.04
49.22
-3.26
-2.13
-0.14
 20.76 33.93 28.25 24.84 2.37 -0.10 -0.08 -0.01 -44.53 -56.74 -56.74 -0.07 -0.04 0.00 24.59 32.17 27.62
4.76
28.98
-12.35
-20.67
-20.05
8.93
14.87
-13.26
ECH
Chile
9.15
7.19
5.42
10.58
6.07
1.88
-0.28
 14.43 27.22 28.97 26.20 0.73 0.22 0.06 -0.01 -21.77 -29.46 -59.61 0.28 0.06 0.00 11.15 15.41 33.85
9.15
-8.67
8.98
25.17
-20.02
-7.11
-17.79
-18.96
THD
Thailand
-4.75
-11.97
2.06
0.06
-6.44
-3.44
-0.57
 18.34 18.81 23.06 19.53 0.00 -0.34 -0.15 -0.03 -28.45 -28.45 -39.98 -0.23 -0.12 -0.01 16.49 14.52 18.47
-4.75
-2.21
-12.62
1.22
1.85
-9.87
8.33
-8.21
EWM
Malaysia
-4.53
-3.19
0.65
14.65
1.86
0.96
-1.08
 15.70 16.48 16.57 16.00 0.93 0.11 0.06 -0.07 -20.55 -23.78 -33.72 0.09 0.04 -0.03 11.43 12.02 19.55
-4.53
19.46
-3.60
-5.98
-7.41
3.17
-1.42
-6.27
TUR
Turkey
0.22
7.64
-13.64
2.04
24.62
8.27
-1.09
 21.87 32.81 35.13 32.76 0.09 0.75 0.24 -0.03 -20.90 -35.64 -61.25 1.18 0.23 -0.02 9.69 17.29 36.31
0.22
12.91
-8.66
105.81
-27.48
-1.20
14.41
-41.48
EMIF
Emerging Markets Infrastructure
0.82
-2.11
0.54
4.58
-1.54
-3.52
-1.59
 9.79 16.37 21.01 18.46 0.47 -0.09 -0.17 -0.09 -20.47 -32.98 -39.25 -0.08 -0.11 -0.04 8.85 19.60 21.40
0.82
1.21
5.71
-12.57
3.72
-19.97
16.32
-13.69
EIDO
Indonesia
-0.97
-13.41
-7.73
-12.05
-4.38
-2.88
-1.62
 16.90 15.23 23.95 21.70 -0.71 -0.29 -0.12 -0.07 -20.07 -39.08 -48.60 -0.22 -0.07 -0.03 9.37 13.12 18.59
-0.97
-13.01
2.58
-0.15
-0.60
-7.14
5.30
-10.89
TLT
US Long Term Treasuries
0.49
-4.05
-5.52
-5.48
-12.16
-7.38
-2.03
 12.38 16.77 15.26 13.69 -0.44 -0.73 -0.48 -0.15 -38.60 -47.75 -47.75 -0.31 -0.15 -0.04 26.60 29.62 21.96
0.49
-8.05
2.51
-31.24
-4.60
18.15
14.12
-1.61
GXG
Colombia
12.46
16.85
8.29
15.03
-0.30
-3.05
-2.79
 17.28 26.28 31.17 28.35 0.87 -0.01 -0.10 -0.10 -41.89 -44.79 -53.66 -0.01 -0.07 -0.05 27.31 29.65 32.59
12.46
4.68
24.94
-25.06
-11.48
-16.32
30.40
-19.90
PPLT
Platinum
8.12
-1.29
0.30
6.40
-1.99
-0.09
-2.89
 18.18 19.78 22.37 21.50 0.35 -0.10 0.00 -0.13 -19.49 -30.16 -43.60 -0.10 0.00 -0.07 11.59 18.41 26.32
8.12
-8.90
-8.18
10.43
-10.75
10.78
20.85
-14.95
VNM
Vietnam
0.70
-2.94
-4.23
-8.98
-14.64
-3.58
-2.97
 17.05 26.06 27.02 22.83 -0.53 -0.56 -0.13 -0.13 -42.52 -46.50 -46.50 -0.34 -0.08 -0.06 31.42 28.38 25.42
0.70
-11.15
15.06
-43.75
22.05
9.84
9.13
-16.83
EPHE
Philippines
-6.83
-14.07
-6.78
-9.85
-8.45
-4.15
-4.39
 18.42 21.80 22.50 19.35 -0.53 -0.39 -0.18 -0.23 -32.20 -32.20 -43.71 -0.26 -0.13 -0.10 18.60 16.26 24.26
-6.83
-1.41
1.26
-15.86
-2.22
-3.94
8.50
-17.50
USO
WTI Crude Oil
3.27
6.76
0.36
10.01
7.69
-2.09
-5.85
 15.57 21.70 44.65 38.63 0.64 0.35 -0.05 -0.15 -29.06 -77.95 -88.35 0.26 -0.03 -0.07 15.13 36.76 53.72
3.27
13.35
-4.94
28.97
64.68
-67.79
32.61
-19.57
UNG
Natural Gas
-3.69
27.38
19.57
-17.52
-38.03
-22.38
-22.92
 53.06 66.29 63.55 51.91 -0.33 -0.57 -0.35 -0.44 -89.96 -89.96 -94.22 -0.42 -0.25 -0.24 69.64 56.08 66.23
-3.69
-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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