An Asset Class is an Investment Theme.

The main Asset Classes can be easily replicated by ETFs and, tipically, they are the main components of the most efficient Lazy Portfolios.

The best performing Asset Class in the last rolling 10 years is US Large Caps, that granded a +13.1% annualized return.

The worst is Commodities, with a -3.6% annualized return in the last 10 years.

Last Update: September 2019

Click on the Asset name to open details of the corresponding ETF.

Main Assets Annualized Returns, for last 1,3,5,10 years.

ETF Asset Class 1Y Ann. 3Y Ann. 5Y Ann. 10Y Ann. ▾
SPY US Large Caps +4.1% +13.3% +10.7% +13.1%
VNQ US REITs +19.9% +7.1% +9.9% +12.9%
IWM US Small Caps -9.0% +8.2% +8.2% +11.2%
VT World Developed +1.2% +9.7% +6.9% +8.5%
TLT Long Term Treasuries +25.2% +4.0% +6.9% +6.9%
PFF Preferred Stocks +7.1% +4.0% +4.8% +6.7%
HYG High Yield Bonds +6.4% +5.3% +4.3% +6.5%
EMB EM Bonds (USD) +11.3% +3.9% +5.1% +5.9%
LQD Investment Grade Bonds +15.0% +4.6% +5.0% +5.7%
EFA EAFE Stocks -1.0% +6.4% +3.3% +4.9%
BND US Total Bond Market +10.4% +2.9% +3.3% +3.6%
GLD Gold +23.2% +3.4% +3.6% +3.5%
TIP TIPS +7.1% +2.1% +2.4% +3.3%
EEM EM Stocks -2.6% +5.0% +1.8% +2.5%
BIL US Cash +2.2% +1.4% +0.8% +0.4%
DBC Commodities -15.2% +0.5% -8.1% -3.6%

Last Update: September 2019

Assets Yearly Returns. Click on Years buttons to switch date range.

Years:
ETF Asset Class 2014 2015 2016 2017 2018 (YTD)
2019
Last 10Y
Ann.
 ▾
SPY US Large Caps +13.5% +1.3% +12.0% +21.7% -4.6% +20.4% +13.1%
VNQ US REITs +30.4% +2.4% +8.6% +4.9% -6.0% +28.2% +12.9%
IWM US Small Caps +5.0% -4.5% +21.6% +14.6% -11.1% +14.1% +11.2%
VT World Developed +3.7% -1.9% +8.5% +24.5% -9.8% +16.3% +8.5%
TLT Long Term Treasuries +27.3% -1.8% +1.2% +9.2% -1.6% +19.7% +6.9%
PFF Preferred Stocks +14.1% +4.3% +1.3% +8.1% -4.6% +13.8% +6.7%
HYG High Yield Bonds +1.9% -5.0% +13.4% +6.1% -2.0% +11.3% +6.5%
EMB EM Bonds (USD) +6.1% +1.0% +9.3% +10.3% -5.5% +12.6% +5.9%
LQD Investment Grade Bonds +8.2% -1.3% +6.2% +7.1% -3.8% +15.7% +5.7%
EFA EAFE Stocks -6.2% -1.0% +1.4% +25.1% -13.8% +13.3% +4.9%
BND US Total Bond Market +5.8% +0.6% +2.5% +3.6% -0.1% +8.6% +3.6%
GLD Gold -2.2% -10.7% +8.0% +12.8% -1.9% +14.5% +3.5%
TIP TIPS +3.6% -1.8% +4.7% +2.9% -1.4% +7.7% +3.3%
EEM EM Stocks -3.9% -16.2% +10.9% +37.3% -15.3% +5.4% +2.5%
BIL US Cash -0.1% -0.1% +0.1% +0.7% +1.7% +1.6% +0.4%
DBC Commodities -28.1% -27.6% +18.6% +4.9% -11.6% +3.8% -3.6%

Last Update: September 2019

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