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.
| 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