Investment Theme Returns

Returns as of 31 December 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 +20.35% annualized return.

The worst is Natural Gas, with a -23.23% 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 December 2024

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

INVESTMENT THEMES - USD CURRENCY
Return - Risk - Drawdown
Last Update as of 31 December 2024
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Dec 2024. Inflation (annualized) is 1Y: 2.90% , 3Y: 4.20% , 5Y: 4.20% , 10Y: 3.01%
Returns over 1 year are annualized. Last update: 31 December 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 December 2024.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Assets usually grant less severe drawdowns.
Last update: 31 December 2024.
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Dec 2024. 2024: 2.90%, 2023: 3.32%, 2022: 6.41%, 2021: 7.18%
Last update: 31 December 2024.
Swipe left to see all data
USD
Return (%) - Dec 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
-0.35
3.16
3.13
21.63
11.10
21.57
20.35
 13.66 22.74 22.14 19.00 1.58 0.49 0.97 1.07 -31.22 -31.22 -31.22 0.36 0.69 0.65 13.41 10.80 8.20
21.63
56.02
-27.73
34.83
43.62
49.86
-1.66
34.25
QQQ
US Technology
0.45
4.91
7.03
25.58
9.45
19.91
18.26
 11.21 21.97 21.36 18.46 2.28 0.43 0.93 0.99 -32.58 -32.58 -32.58 0.29 0.61 0.56 15.79 12.53 9.40
25.58
54.85
-32.58
27.42
48.40
38.96
-0.12
32.66
ARGT
Argentina
0.10
26.10
47.17
63.46
40.47
26.95
17.16
 24.06 32.55 34.92 32.31 2.64 1.24 0.77 0.53 -29.29 -38.17 -55.87 1.38 0.71 0.31 9.06 11.57 19.47
63.46
53.66
10.36
3.83
14.57
14.50
-32.63
53.87
VUG
US Large Cap Growth
0.45
7.04
10.01
32.69
9.21
18.39
15.75
 12.21 21.74 21.40 17.76 2.68 0.42 0.86 0.89 -33.15 -33.15 -33.15 0.28 0.55 0.48 16.97 13.49 9.99
32.69
46.83
-33.15
27.34
40.22
37.03
-3.31
27.72
XLY
Consumer Discretionary
1.11
12.18
23.49
26.51
4.03
13.30
13.29
 17.21 25.42 24.67 20.03 1.54 0.16 0.54 0.66 -36.27 -36.27 -36.27 0.11 0.37 0.37 19.19 15.27 11.17
26.51
39.64
-36.27
27.93
29.63
28.39
1.59
22.82
SPY
US Large Cap Blend
-2.41
2.49
8.39
24.89
8.84
14.47
13.01
 10.22 17.18 18.03 15.26 2.44 0.51 0.80 0.85 -23.93 -23.93 -23.93 0.37 0.60 0.54 9.90 8.36 6.40
24.89
26.19
-18.17
28.74
18.37
31.22
-4.56
21.70
VTI
US Total Stock Market
-3.04
2.68
9.02
23.81
7.90
13.82
12.50
 10.82 17.57 18.60 15.71 2.20 0.45 0.74 0.80 -24.81 -24.81 -24.81 0.32 0.56 0.50 10.84 9.11 6.95
23.81
26.05
-19.51
25.67
21.03
30.67
-5.21
21.21
HACK
Cyber Security
1.43
9.09
15.12
23.40
6.81
13.00
11.35
 12.39 18.97 20.80 19.95 1.89 0.36 0.62 0.57 -29.36 -33.99 -33.99 0.23 0.38 0.33 16.06 15.91 13.89
23.40
37.44
-28.15
7.00
41.33
23.39
6.61
19.68
XLF
Financials
-5.46
7.10
18.49
30.56
9.35
11.63
11.30
 14.83 20.18 22.75 19.75 2.06 0.46 0.51 0.57 -21.15 -31.75 -31.75 0.44 0.37 0.36 9.16 12.07 9.63
30.56
12.03
-10.60
34.82
-1.68
31.87
-13.04
22.00
XLI
Industrials
-8.03
-2.23
9.01
17.31
9.37
11.94
10.86
 15.18 19.84 21.63 18.63 1.14 0.47 0.55 0.58 -20.74 -26.98 -27.13 0.45 0.44 0.40 6.71 7.74 6.55
17.31
18.13
-5.58
21.09
10.96
29.09
-13.24
23.97
EWT
Taiwan
-2.27
-3.58
-4.15
12.85
1.18
11.92
10.62
 12.79 22.95 22.06 18.95 1.00 0.05 0.54 0.56 -37.46 -37.46 -37.46 0.03 0.32 0.28 17.09 13.78 11.76
12.85
29.20
-28.84
28.94
31.50
33.33
-9.92
26.85
EDEN
Denmark
-6.61
-15.99
-15.16
-3.94
0.13
10.44
10.19
 14.25 20.45 20.01 16.92 -0.28 0.01 0.52 0.60 -32.18 -34.38 -34.38 0.00 0.30 0.30 11.28 10.36 8.66
-3.94
17.99
-11.44
14.80
42.55
24.37
-14.42
35.40
VTV
US Large Cap Value
-6.37
-2.46
6.72
15.95
7.48
9.94
9.99
 12.24 15.46 17.57 14.91 1.30 0.48 0.57 0.67 -15.33 -25.07 -25.07 0.49 0.40 0.40 4.54 6.79 5.39
15.95
9.33
-2.07
26.51
2.26
25.65
-5.44
17.14
IJK
US Mid Cap Growth
-7.73
-0.87
3.68
15.68
3.22
9.83
9.67
 17.83 21.03 21.51 17.83 0.88 0.15 0.46 0.54 -25.49 -25.49 -25.49 0.13 0.39 0.38 12.46 10.54 8.29
15.68
17.42
-19.03
18.68
22.44
25.96
-10.52
19.64
IJH
US Mid Cap Blend
-7.17
0.39
7.32
13.92
4.84
10.30
9.62
 16.62 20.81 22.30 18.53 0.84 0.23 0.46 0.52 -21.57 -29.70 -29.70 0.22 0.35 0.32 8.83 8.98 7.27
13.92
16.42
-13.10
24.71
13.58
26.10
-11.18
16.26
XLC
Communication Services
-1.36
7.37
13.65
34.71
8.69
13.57
9.40
 11.06 20.66 20.76 17.52 3.14 0.42 0.65 0.54 -37.91 -43.46 -43.46 0.23 0.31 0.22 19.04 19.10 14.53
34.71
52.81
-37.63
15.96
26.91
31.05
-16.77
-5.50
IJT
US Small Cap Growth
-9.25
-2.72
6.06
9.33
0.25
8.01
9.33
 20.27 22.64 23.44 19.89 0.46 0.01 0.34 0.47 -26.22 -28.48 -32.91 0.01 0.28 0.28 14.65 12.68 10.99
9.33
17.12
-21.32
22.37
19.22
20.99
-4.39
14.47
VT
World All Countries
-2.94
-1.12
5.46
16.49
5.24
9.96
9.32
 9.52 16.54 17.64 14.97 1.73 0.32 0.56 0.62 -25.52 -25.52 -25.52 0.21 0.39 0.37 10.55 9.13 7.37
16.49
22.03
-18.01
18.27
16.61
26.82
-9.76
24.49
CWB
US Convertible Bonds
-4.35
2.47
9.38
10.06
-0.07
9.36
9.08
 9.93 13.44 16.66 13.53 1.01 -0.01 0.56 0.67 -22.89 -26.54 -26.54 0.00 0.35 0.34 13.75 13.78 10.10
10.06
14.49
-20.81
2.17
53.39
22.39
-1.96
15.70
XLV
Healthcare
-6.25
-10.28
-4.83
2.47
0.80
7.83
8.97
 12.40 13.92 15.17 14.33 0.20 0.06 0.52 0.63 -13.07 -13.07 -13.21 0.06 0.60 0.68 5.74 5.07 5.22
2.47
2.06
-2.09
25.59
13.34
20.45
6.28
21.77
IJR
US Small Cap Blend
-8.09
-0.57
9.51
8.63
1.85
8.28
8.91
 20.18 22.90 24.39 20.58 0.43 0.08 0.34 0.43 -23.11 -32.77 -36.12 0.08 0.25 0.25 10.95 11.30 10.13
8.63
16.07
-16.19
26.60
11.28
22.82
-8.49
13.15
CGW
Global Water
-8.25
-10.59
-1.03
3.22
-2.39
7.17
8.50
 16.20 21.54 20.33 16.49 0.20 -0.11 0.35 0.52 -32.28 -32.28 -32.28 -0.07 0.22 0.26 16.12 13.18 9.78
3.22
15.51
-21.99
31.71
15.42
34.04
-10.42
27.08
VOE
US Mid Cap Value
-7.61
-2.92
8.72
14.00
4.85
8.78
8.49
 14.60 18.86 21.18 17.46 0.96 0.26 0.41 0.49 -17.81 -31.25 -31.25 0.27 0.28 0.27 6.48 8.69 6.83
14.00
9.86
-7.95
28.76
2.59
27.84
-12.45
17.07
EWN
Netherlands
-1.52
-11.77
-10.66
1.67
-2.10
7.25
8.44
 13.78 24.33 23.44 19.19 0.12 -0.09 0.31 0.44 -38.33 -41.29 -41.29 -0.05 0.18 0.20 17.03 16.10 12.42
1.67
22.10
-24.41
22.74
23.22
32.46
-15.36
33.75
XLU
Utilities
-7.97
-5.52
12.76
23.31
5.10
6.40
8.24
 17.79 17.81 18.44 15.45 1.31 0.29 0.35 0.53 -17.63 -18.82 -18.82 0.29 0.34 0.44 7.91 8.37 7.00
23.31
-7.17
1.42
16.81
0.57
25.91
3.92
12.03
IJS
US Small Cap Value
-6.87
1.35
12.77
7.33
2.96
7.89
7.97
 20.45 23.88 26.25 22.02 0.36 0.12 0.30 0.36 -20.15 -37.50 -40.32 0.15 0.21 0.20 7.99 11.66 10.49
7.33
14.69
-11.33
30.53
2.63
24.12
-12.84
11.35
GLD
Gold
-1.41
-0.38
12.61
26.66
12.30
11.12
7.86
 11.33 13.29 14.26 14.04 2.35 0.93 0.78 0.56 -15.91 -18.08 -18.08 0.77 0.62 0.44 5.26 6.97 7.46
26.66
12.69
-0.77
-4.15
24.81
17.86
-1.94
12.81
XLB
Materials
-10.76
-12.24
-3.80
0.15
-0.42
8.69
7.81
 17.30 21.45 22.32 19.53 0.01 -0.02 0.39 0.40 -23.73 -26.15 -26.15 -0.02 0.33 0.30 9.03 8.51 8.47
0.15
12.45
-12.31
27.45
20.52
24.13
-14.87
24.01
XLP
Consumer Staples
-4.82
-4.57
3.98
12.20
3.34
7.33
7.78
 10.11 12.96 14.28 12.70 1.21 0.26 0.51 0.61 -12.86 -13.28 -13.63 0.26 0.55 0.57 4.64 4.56 4.40
12.20
-0.83
-0.83
17.20
10.15
27.43
-8.07
12.98
INDA
India
-3.21
-9.41
-4.95
8.63
5.04
10.07
7.16
 9.90 13.10 19.17 18.00 0.87 0.38 0.53 0.40 -15.41 -31.41 -34.00 0.33 0.32 0.21 6.80 8.34 10.11
8.63
17.16
-8.94
21.41
14.83
6.49
-6.69
36.08
EIRL
Ireland
-1.53
-13.41
-7.77
-1.63
2.57
6.11
6.98
 17.78 23.56 25.47 20.73 -0.09 0.11 0.24 0.34 -34.24 -39.15 -39.15 0.08 0.16 0.18 13.23 14.99 12.43
-1.63
35.12
-18.81
13.72
9.62
28.14
-21.91
29.82
EWO
Austria
2.10
-5.63
-1.40
4.06
-0.67
4.43
6.80
 12.69 22.71 27.00 22.82 0.32 -0.03 0.16 0.30 -37.60 -37.60 -47.58 -0.02 0.12 0.14 15.94 16.75 17.15
4.06
20.64
-21.92
31.54
-3.68
17.07
-22.87
52.50
EIS
Israel
4.49
14.94
27.83
34.50
1.15
7.33
6.70
 15.46 22.61 22.31 19.00 2.23 0.05 0.33 0.35 -38.63 -38.63 -38.63 0.03 0.19 0.17 21.15 17.10 13.31
34.50
5.46
-27.03
22.84
12.01
20.94
-4.83
12.79
EWQ
France
-0.28
-10.52
-4.32
-5.63
0.37
4.78
6.59
 13.38 20.87 22.68 18.72 -0.42 0.02 0.21 0.35 -29.04 -29.04 -29.04 0.01 0.16 0.23 10.31 10.75 9.07
-5.63
21.73
-11.99
21.47
2.85
26.67
-12.88
29.13
EWI
Italy
0.48
-6.28
1.85
10.23
7.35
7.55
6.27
 14.32 22.38 25.17 22.01 0.71 0.33 0.30 0.28 -32.46 -32.87 -33.30 0.23 0.23 0.19 11.47 12.08 14.05
10.23
30.66
-14.10
14.41
1.67
26.97
-17.20
28.73
XLRE
Real Estate
-8.65
-7.98
7.77
5.09
-4.50
4.37
6.12
 18.17 21.75 21.05 17.66 0.28 -0.21 0.21 0.35 -32.25 -32.25 -32.25 -0.14 0.14 0.19 19.93 16.14 12.09
5.09
12.37
-26.25
45.26
-2.11
28.69
-2.37
10.69
EWL
Switzerland
-4.63
-11.79
-4.67
-2.81
-2.45
4.52
6.04
 14.16 17.46 17.01 14.46 -0.20 -0.14 0.27 0.42 -27.53 -27.53 -27.53 -0.09 0.16 0.22 12.34 10.03 8.97
-2.81
17.70
-18.86
20.19
11.79
31.58
-9.19
23.36
EWJ
Japan
-2.21
-4.74
-0.13
7.03
1.95
4.35
5.87
 11.28 16.04 15.43 13.79 0.62 0.12 0.28 0.43 -26.33 -28.85 -28.85 0.07 0.15 0.20 11.10 10.86 9.43
7.03
20.32
-17.72
1.17
15.41
19.33
-14.10
24.27
SLV
Silver
-5.69
-7.32
-0.90
20.89
6.97
9.56
5.75
 22.81 25.66 31.63 26.76 0.92 0.27 0.30 0.21 -27.54 -36.79 -36.79 0.25 0.26 0.16 10.41 16.64 17.82
20.89
-1.09
2.37
-12.45
47.30
14.88
-9.19
5.82
EWC
Canada
-5.58
-1.64
10.10
12.38
3.92
8.51
5.65
 12.68 18.40 20.74 17.95 0.98 0.21 0.41 0.32 -22.93 -26.90 -26.90 0.17 0.32 0.21 10.12 9.59 9.76
12.38
14.75
-12.95
27.00
5.52
27.56
-17.16
15.74
EPU
Peru
-4.18
-5.38
1.56
21.72
15.93
5.62
5.39
 17.11 24.28 27.43 24.87 1.27 0.66 0.21 0.22 -31.60 -37.71 -45.01 0.50 0.15 0.12 13.93 16.54 18.79
21.72
25.35
2.13
-11.83
-4.31
7.31
-12.16
29.69
IGF
Global Infrastructure
-4.64
-2.41
10.85
14.81
6.37
4.66
5.26
 12.73 16.46 19.09 15.38 1.16 0.39 0.24 0.34 -17.00 -29.59 -29.59 0.37 0.16 0.18 6.07 9.52 7.93
14.81
6.17
-1.23
11.58
-6.50
25.81
-9.94
19.34
EFA
EAFE Stocks
-2.95
-8.36
-2.16
3.49
1.62
4.70
5.21
 10.64 17.41 17.93 15.16 0.33 0.09 0.26 0.34 -27.20 -27.58 -27.58 0.06 0.17 0.19 9.90 9.46 8.71
3.49
18.40
-14.35
11.46
7.59
22.03
-13.81
25.10
EWA
Australia
-8.20
-10.50
-0.69
1.60
2.88
5.13
5.20
 15.76 22.65 23.84 19.38 0.10 0.13 0.22 0.27 -23.37 -31.36 -31.36 0.12 0.16 0.17 9.27 10.00 9.48
1.60
13.86
-5.86
8.95
8.26
22.41
-12.02
19.93
EWD
Sweden
-3.44
-14.01
-7.25
-3.91
-4.61
5.45
5.13
 16.84 25.48 24.52 20.18 -0.23 -0.18 0.22 0.25 -39.48 -40.26 -40.26 -0.12 0.14 0.13 20.33 17.01 13.88
-3.91
25.10
-27.79
22.86
22.26
21.74
-12.76
21.88
VNQ
US REITs
-8.37
-7.68
8.28
4.81
-4.74
2.97
5.05
 17.83 21.59 21.68 18.14 0.27 -0.22 0.14 0.28 -32.77 -32.77 -32.77 -0.14 0.09 0.15 20.20 16.95 12.84
4.81
11.79
-26.24
40.52
-4.68
28.87
-6.02
4.91
XLE
Energy
-9.58
-1.62
-4.45
5.56
19.86
12.25
4.96
 17.10 28.03 36.74 29.74 0.33 0.71 0.33 0.17 -17.12 -50.44 -58.14 1.16 0.24 0.09 6.18 18.05 19.77
5.56
-0.64
64.17
53.31
-32.51
11.73
-18.21
-0.90
EMQQ
Emerging Markets E-Commerce
-7.63
-12.06
3.89
11.91
-7.02
-0.43
4.62
 20.04 31.71 30.43 27.14 0.59 -0.22 -0.01 0.17 -46.78 -67.75 -67.75 -0.15 -0.01 0.07 26.56 43.60 33.12
11.91
3.63
-30.70
-32.53
80.46
33.86
-29.82
68.20
ENZL
New Zealand
-6.19
-7.35
0.72
-4.87
-6.36
-2.67
4.41
 13.46 20.90 21.27 19.10 -0.36 -0.30 -0.13 0.23 -29.24 -37.29 -37.29 -0.22 -0.07 0.12 17.35 21.26 15.69
-4.87
3.00
-16.17
-11.38
20.04
30.10
0.35
24.05
HYG
US High Yield Bonds
-0.78
-0.12
6.08
8.49
2.34
3.05
4.02
 4.16 9.50 9.55 7.68 2.04 0.25 0.32 0.52 -15.25 -15.25 -15.25 0.15 0.20 0.26 7.03 5.83 4.55
8.49
11.00
-10.99
3.75
4.48
14.09
-2.03
6.07
EWG
Germany
-1.39
-5.97
3.92
9.79
1.76
4.28
4.02
 12.22 23.01 23.65 19.86 0.80 0.08 0.18 0.20 -37.92 -41.66 -41.66 0.05 0.10 0.10 15.05 15.52 14.77
9.79
23.36
-22.20
5.84
10.57
19.15
-21.37
27.45
EWK
Belgium
-3.28
-11.30
0.50
0.19
-2.51
0.90
3.83
 12.96 17.82 20.81 17.54 0.01 -0.14 0.04 0.22 -30.64 -32.34 -32.96 -0.08 0.03 0.12 12.64 13.25 12.59
0.19
7.47
-13.93
12.87
0.00
25.92
-20.39
23.71
ICLN
Global Clean Energy
-7.26
-21.78
-13.73
-25.72
-17.61
0.50
3.50
 25.08 28.34 33.52 27.18 -1.03 -0.62 0.01 0.13 -47.25 -59.82 -59.82 -0.37 0.01 0.06 26.26 34.30 28.33
-25.72
-20.38
-5.41
-24.19
141.80
44.35
-9.02
21.48
EWU
United Kingdom
-3.33
-7.49
-0.78
6.74
4.69
3.65
3.33
 10.62 15.88 18.62 16.05 0.63 0.30 0.20 0.21 -21.24 -29.97 -29.97 0.22 0.12 0.11 6.16 10.95 10.36
6.74
12.42
-4.38
18.22
-11.80
21.25
-14.28
21.59
PFF
US Preferred Stocks
-3.57
-3.42
3.30
7.24
-1.84
1.71
3.23
 7.63 13.17 13.23 9.93 0.95 -0.14 0.13 0.33 -20.63 -20.63 -20.63 -0.09 0.08 0.16 12.37 10.04 7.24
7.24
8.59
-18.80
7.13
7.44
15.92
-4.63
8.10
EEM
Emerging Markets
-1.70
-7.27
-0.15
6.49
-2.68
0.78
2.88
 10.31 17.74 18.20 17.14 0.63 -0.15 0.04 0.17 -29.40 -36.52 -36.52 -0.09 0.02 0.08 15.18 18.74 16.89
6.49
8.99
-20.56
-3.61
17.03
18.20
-15.31
37.28
DBC
Commodities
1.72
1.13
-3.05
2.18
4.58
8.31
2.86
 6.92 14.13 18.30 16.69 0.32 0.32 0.45 0.17 -22.97 -31.66 -39.19 0.20 0.26 0.07 14.72 14.63 16.74
2.18
-6.23
19.34
41.36
-7.84
11.84
-11.62
4.86
CPER
Copper
-2.48
-11.25
-7.53
4.23
-2.58
7.48
2.84
 18.14 19.24 21.59 20.19 0.23 -0.13 0.35 0.14 -29.12 -29.46 -34.19 -0.09 0.25 0.08 15.63 13.44 16.53
4.23
4.55
-15.14
25.22
23.89
6.69
-21.94
28.81
BNO
Brent Oil
3.28
5.79
-6.84
9.67
12.72
7.51
2.81
 15.11 22.91 40.63 35.92 0.64 0.56 0.18 0.08 -28.14 -66.33 -71.11 0.45 0.11 0.04 13.64 24.62 30.19
9.67
-3.43
35.25
62.34
-38.23
36.01
-15.30
15.43
NORW
Norway
-4.92
-6.66
-6.26
-2.50
-4.21
1.00
2.78
 15.32 22.22 26.27 21.94 -0.16 -0.19 0.04 0.13 -30.06 -37.03 -43.74 -0.14 0.03 0.06 16.29 16.26 15.97
-2.50
4.99
-14.12
18.11
1.22
12.52
-8.03
22.46
EMB
Emerg. Market Bonds
-2.23
-2.87
4.03
5.54
-1.82
-0.50
2.63
 6.83 12.32 12.88 10.06 0.81 -0.15 -0.04 0.26 -25.06 -26.75 -26.75 -0.07 -0.02 0.10 14.24 12.82 9.30
5.54
10.22
-18.64
-2.24
5.42
15.48
-5.47
10.28
UAE
United Arab Emirates
5.95
8.48
19.85
15.26
3.94
8.46
2.44
 10.44 16.53 20.58 19.02 1.46 0.24 0.41 0.13 -23.62 -30.31 -46.99 0.17 0.28 0.05 15.89 14.65 19.30
15.26
2.90
-5.31
44.10
-7.26
1.58
-14.42
4.98
EWS
Singapore
-1.36
1.22
16.78
22.10
5.35
2.47
2.43
 12.66 16.66 19.17 18.13 1.75 0.32 0.13 0.13 -18.81 -28.13 -32.07 0.28 0.09 0.08 8.35 13.72 14.82
22.10
6.22
-9.79
5.56
-8.49
14.53
-11.33
34.82
EWP
Spain
-2.71
-9.76
1.97
5.70
9.30
4.69
2.30
 17.12 20.52 24.54 21.17 0.33 0.45 0.19 0.11 -23.74 -32.46 -38.72 0.39 0.14 0.06 7.06 13.49 16.84
5.70
30.29
-5.16
0.27
-3.95
11.91
-15.32
26.99
LQD
US Invest. Grade Bonds
-2.68
-4.08
2.26
0.86
-3.25
-0.27
2.26
 7.53 11.96 10.59 8.37 0.11 -0.27 -0.03 0.27 -21.83 -23.27 -23.27 -0.15 -0.01 0.10 13.50 11.79 8.60
0.86
9.40
-17.93
-1.85
10.97
17.37
-3.79
7.06
BNDX
International Bonds
-0.77
0.15
4.09
3.56
-0.58
0.10
1.91
 3.68 6.34 5.45 4.37 0.97 -0.09 0.02 0.44 -12.90 -14.88 -14.88 -0.04 0.01 0.13 8.03 7.79 5.58
3.56
8.79
-12.76
-2.28
4.65
7.87
2.81
2.40
TIP
US TIPS
-1.71
-3.05
0.90
1.65
-3.02
1.33
1.91
 4.52 7.36 6.46 5.20 0.37 -0.41 0.21 0.37 -14.76 -14.76 -14.76 -0.20 0.09 0.13 10.00 7.80 5.67
1.65
3.27
-13.10
5.67
10.84
8.35
-1.42
2.92
GREK
Greece
4.03
-6.33
1.73
9.54
16.43
7.46
1.84
 14.39 22.20 29.03 29.61 0.66 0.74 0.26 0.06 -24.97 -43.83 -52.96 0.66 0.17 0.03 8.40 16.81 28.82
9.54
42.73
0.98
6.16
-14.48
50.20
-31.24
34.79
BIL
US Cash
0.40
1.17
2.53
5.19
3.83
2.34
1.61
 0.09 0.56 0.68 0.56 55.84 6.86 3.44 2.89 -0.02 -0.16 -0.16 175.82 14.21 9.77 0.00 0.06 0.05
5.19
4.94
1.40
-0.10
0.40
2.03
1.74
0.69
BND
US Total Bond Market
-1.68
-3.07
1.98
1.38
-2.44
-0.37
1.31
 5.58 7.73 6.51 5.17 0.25 -0.32 -0.06 0.25 -15.51 -17.28 -17.28 -0.16 -0.02 0.08 9.99 9.23 6.63
1.38
5.41
-13.11
-1.86
7.71
8.83
-0.12
3.57
EWH
Hong Kong
-2.50
-8.88
11.13
0.01
-7.06
-4.19
1.10
 22.51 24.74 22.68 19.86 0.00 -0.29 -0.18 0.06 -31.06 -40.35 -40.35 -0.23 -0.10 0.03 19.11 23.38 18.13
0.01
-13.81
-6.82
-3.48
4.19
10.71
-8.73
36.50
EWY
South Korea
-9.27
-18.53
-21.16
-20.48
-11.43
-2.18
1.08
 19.02 26.84 25.81 22.72 -1.08 -0.43 -0.08 0.05 -39.18 -48.08 -48.08 -0.29 -0.05 0.02 19.97 24.90 21.49
-20.48
19.06
-26.60
-7.56
39.44
7.95
-20.38
45.00
QAT
Qatar
0.04
-1.74
7.92
5.20
0.08
4.15
1.05
 12.52 15.70 15.77 16.96 0.42 0.01 0.26 0.06 -27.26 -27.26 -36.44 0.00 0.15 0.03 16.81 13.64 15.90
5.20
2.71
-7.23
14.42
6.85
-0.33
20.06
-11.57
EPOL
Poland
-1.96
-10.65
-11.71
-2.62
3.42
2.61
0.99
 13.81 31.92 33.29 27.64 -0.19 0.11 0.08 0.04 -48.39 -52.77 -60.36 0.07 0.05 0.02 18.82 20.54 26.99
-2.62
50.79
-24.62
12.22
-8.37
-6.14
-13.78
52.43
PALL
Palladium
-7.45
-8.88
-6.25
-17.38
-22.03
-14.54
0.75
 25.92 29.82 31.74 30.83 -0.67 -0.74 -0.46 0.02 -64.23 -69.59 -69.59 -0.34 -0.21 0.01 46.11 42.90 32.35
-17.38
-38.77
-6.28
-23.26
25.26
53.94
17.23
55.73
THD
Thailand
-3.51
-11.69
12.76
-2.21
-4.73
-4.51
0.22
 19.02 18.64 23.38 19.49 -0.12 -0.25 -0.19 0.01 -28.45 -34.39 -39.98 -0.17 -0.13 0.01 16.04 17.21 18.26
-2.21
-12.62
1.22
1.85
-9.87
8.33
-8.21
31.48
EZA
South Africa
-7.09
-12.53
1.76
7.16
1.05
1.09
0.17
 18.06 25.97 27.61 25.41 0.40 0.04 0.04 0.01 -33.64 -42.14 -53.99 0.03 0.03 0.00 20.21 19.57 22.84
7.16
1.50
-5.13
7.92
-5.19
9.62
-25.23
36.04
EWW
Mexico
-3.91
-10.06
-14.67
-28.22
0.66
3.53
0.08
 14.70 23.73 27.22 23.79 -1.92 0.03 0.13 0.00 -29.73 -38.18 -47.39 0.02 0.09 0.00 12.30 15.06 17.57
-28.22
40.36
1.26
20.31
-3.05
12.64
-14.59
14.50
EWZ
Brazil
-7.71
-20.14
-13.83
-30.41
1.21
-7.33
0.07
 14.80 27.55 33.98 33.36 -2.05 0.04 -0.22 0.00 -30.41 -50.35 -50.35 0.04 -0.15 0.00 13.89 25.49 21.93
-30.41
32.69
12.35
-17.27
-20.33
27.65
-2.57
23.65
FXI
China
1.93
-2.78
18.87
28.98
-3.59
-4.84
-0.70
 24.12 33.89 28.45 24.80 1.20 -0.11 -0.17 -0.03 -44.53 -56.74 -56.74 -0.08 -0.09 -0.01 24.54 32.09 27.50
28.98
-12.35
-20.67
-20.05
8.93
14.87
-13.26
36.22
EWM
Malaysia
1.52
-7.63
11.24
19.46
2.68
0.67
-1.00
 14.66 16.30 16.66 15.98 1.33 0.16 0.04 -0.06 -20.55 -23.78 -33.72 0.13 0.03 -0.03 11.27 12.39 19.49
19.46
-3.60
-5.98
-7.41
3.17
-1.42
-6.27
24.32
TLT
US Long Term Treasuries
-6.38
-9.73
-2.57
-8.05
-13.46
-6.09
-1.16
 12.46 16.83 15.69 14.04 -0.65 -0.80 -0.39 -0.08 -41.00 -47.75 -47.75 -0.33 -0.13 -0.02 28.73 29.12 21.62
-8.05
2.51
-31.24
-4.60
18.15
14.12
-1.61
9.18
TUR
Turkey
-1.31
-1.04
-14.32
12.91
28.51
8.74
-1.29
 24.08 33.07 35.13 32.77 0.54 0.86 0.25 -0.04 -20.90 -35.64 -61.91 1.36 0.25 -0.02 9.41 17.20 37.15
12.91
-8.66
105.81
-27.48
-1.20
14.41
-41.48
37.62
EMIF
Emerging Markets Infrastructure
0.39
-7.46
-0.41
1.21
-2.21
-4.94
-1.58
 10.14 16.38 21.19 18.46 0.12 -0.14 -0.23 -0.09 -21.45 -37.28 -39.25 -0.10 -0.13 -0.04 9.65 24.37 21.29
1.21
5.71
-12.57
3.72
-19.97
16.32
-13.69
20.71
ECH
Chile
-0.90
-7.91
-2.89
-8.67
7.60
-1.54
-1.60
 15.07 27.84 28.94 26.09 -0.58 0.27 -0.05 -0.06 -21.77 -34.95 -59.61 0.35 -0.04 -0.03 11.06 16.83 33.68
-8.67
8.98
25.17
-20.02
-7.11
-17.79
-18.96
41.82
EIDO
Indonesia
-5.65
-16.60
-2.62
-13.01
-3.78
-3.84
-1.82
 16.93 15.24 24.08 21.72 -0.77 -0.25 -0.16 -0.08 -19.29 -42.60 -48.60 -0.20 -0.09 -0.04 8.77 14.95 18.42
-13.01
2.58
-0.15
-0.60
-7.14
5.30
-10.89
19.39
EPHE
Philippines
-1.66
-13.34
4.49
-1.41
-5.65
-4.63
-3.07
 17.39 21.53 22.66 19.36 -0.08 -0.26 -0.20 -0.16 -32.20 -33.68 -43.71 -0.18 -0.14 -0.07 18.15 18.75 24.02
-1.41
1.26
-15.86
-2.22
-3.94
8.50
-17.50
20.20
PPLT
Platinum
-4.61
-7.52
-9.21
-8.90
-2.61
-1.80
-3.37
 17.89 19.53 22.09 21.36 -0.50 -0.13 -0.08 -0.16 -19.49 -30.16 -43.60 -0.13 -0.06 -0.08 11.48 18.30 26.22
-8.90
-8.18
10.43
-10.75
10.78
20.85
-14.95
2.38
VNM
Vietnam
-2.38
-10.17
-5.67
-11.15
-16.85
-5.08
-3.51
 17.02 26.26 27.19 22.88 -0.65 -0.64 -0.19 -0.15 -46.50 -46.50 -46.50 -0.36 -0.11 -0.08 35.18 28.26 25.14
-11.15
15.06
-43.75
22.05
9.84
9.13
-16.83
38.55
GXG
Colombia
-0.40
1.34
-3.31
4.68
-0.67
-6.21
-4.66
 12.90 26.10 30.74 28.18 0.36 -0.03 -0.20 -0.17 -41.89 -47.37 -55.03 -0.02 -0.13 -0.08 27.26 32.56 34.28
4.68
24.94
-25.06
-11.48
-16.32
30.40
-19.90
11.88
USO
WTI Crude Oil
5.50
8.05
-5.08
13.35
11.60
-5.92
-7.39
 16.32 23.11 45.21 38.83 0.82 0.50 -0.13 -0.19 -29.06 -81.34 -88.35 0.40 -0.07 -0.08 15.06 44.47 53.55
13.35
-4.94
28.97
64.68
-67.79
32.61
-19.57
2.47
UNG
Natural Gas
16.49
2.94
-3.56
-17.11
-30.45
-24.26
-23.23
 53.03 69.76 63.86 51.94 -0.32 -0.44 -0.38 -0.45 -89.96 -89.96 -94.62 -0.34 -0.27 -0.25 68.15 56.55 67.64
-17.11
-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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