Last Update: 30 June 2022
The best performing Asset Class in the last 25 years is US Technology, that granded a +11.06% annualized return.
The worst is US Cash, with a +1.77% annualized return in the last 25 years.
Asset Classes can be easily replicated by ETFs. Some of them are the main components of the most efficient Lazy Portfolios.
Asset Class Historical Returns
Asset Class Returns, for last 1,3,6 Months and 1,3,5,10,25 years.
Columns are sortable, Asset Classes are pre-ordered by 25 year return.
ASSET CLASSES - HISTORICAL RETURNS (%)
Last Update: 30 June 2022
Cells with red background indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to May 2022.
Waiting for updates, inflation of Jun 2022 is set to 0%.
Current inflation (annualized) is
1Y: 7.57%
, 3Y: 4.51%
, 5Y: 3.61%
, 10Y: 2.46%
, 25Y: 2.42%
| ETF | 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*) | 25Y(*)▾ | |
|---|---|---|---|---|---|---|---|---|---|
| US Technology (QQQ) | -8.91 | -22.54 | -29.33 | -20.48 | 15.17 | 16.08 | 17.00 | 11.06 | |
| US Small Cap (IJR) | -8.48 | -14.08 | -18.93 | -16.91 | 7.26 | 7.20 | 11.24 | 8.97 | |
| US REITs (VNQ) | -7.46 | -15.40 | -20.54 | -8.02 | 4.80 | 5.69 | 7.49 | 8.72 | |
| US Total Stock Market (VTI) | -8.23 | -16.82 | -21.32 | -14.17 | 9.63 | 10.53 | 12.52 | 8.13 | |
| US Large Cap (SPY) | -8.25 | -16.11 | -19.98 | -10.61 | 10.58 | 11.23 | 12.86 | 7.89 | |
| Emerging Market Bonds (EMB) | -6.15 | -11.70 | -20.28 | -20.94 | -5.18 | -1.34 | 1.59 | 7.54 | |
| Gold (GLD) | -1.57 | -6.75 | -1.46 | 1.71 | 8.14 | 7.38 | 0.82 | 6.66 | |
| Long Term Treasuries (TLT) | -1.27 | -12.59 | -21.88 | -19.11 | -3.11 | 0.34 | 1.51 | 5.87 | |
| TIPS (TIP) | -3.11 | -6.15 | -9.04 | -5.27 | 2.86 | 3.04 | 1.57 | 5.28 | |
| Latin America (FLLA) | -16.83 | -21.26 | -0.51 | -18.82 | -6.64 | -0.28 | -2.06 | 5.28 | |
| Preferred Stocks (PFF) | -4.98 | -8.66 | -15.10 | -12.71 | 0.91 | 1.61 | 3.92 | 5.20 | |
| Investment Grade Bonds (LQD) | -3.62 | -8.40 | -16.08 | -16.14 | -1.40 | 1.18 | 2.60 | 5.08 | |
| World All Countries (VT) | -8.14 | -15.15 | -19.80 | -15.87 | 6.50 | 7.09 | 9.01 | 5.03 | |
| International Bond Market (BNDX) | -1.72 | -5.31 | -9.84 | -10.00 | -2.14 | 0.81 | 2.34 | 4.94 | |
| Europe (VGK) | -9.93 | -13.51 | -20.89 | -18.43 | 1.95 | 2.45 | 5.80 | 4.93 | |
| High Yield Bonds (HYG) | -7.05 | -9.48 | -13.77 | -12.80 | -1.00 | 1.21 | 3.17 | 4.68 | |
| Emerging Markets (EEM) | -5.14 | -10.41 | -17.20 | -25.55 | -0.09 | 1.56 | 2.33 | 4.67 | |
| US Total Bond Market (BND) | -1.66 | -4.78 | -10.35 | -10.42 | -0.95 | 0.84 | 1.40 | 4.15 | |
| EAFE Stocks (EFA) | -8.72 | -13.18 | -18.78 | -17.39 | 1.33 | 2.23 | 5.36 | 3.95 | |
| Commodities (DBC) | -7.50 | 2.23 | 28.20 | 38.39 | 19.83 | 13.67 | 0.63 | 3.82 | |
| Pacific (VPL) | -8.19 | -13.54 | -17.87 | -20.32 | 1.32 | 2.02 | 5.30 | 2.40 | |
| US Cash (BIL) | 0.08 | 0.10 | 0.12 | 0.08 | 0.44 | 0.92 | 0.47 | 1.77 |
Stocks
Bonds
Commodities
(*) annualized
For further information about the seasonality, check the Asset Class and Commodity Seasonality page.
Readings that may interest you
Asset Class Yearly Returns
Click on < > buttons to switch date range. Click on column header to sort data.
ASSET CLASSES - YEARLY RETURNS (%)
Last Update: 30 June 2022
Cells with red background indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to May 2022.
Waiting for updates, inflation of Jun 2022 is set to 0%.
| ETF | 2022(*) | 2021 | 2020 | 2019 | |||
|---|---|---|---|---|---|---|---|
| US Technology (QQQ) | -29.33 | 27.42 | 48.40 | 38.96 | |||
| US Small Cap (IJR) | -18.93 | 26.60 | 11.28 | 22.82 | |||
| US REITs (VNQ) | -20.54 | 40.52 | -4.68 | 28.87 | |||
| US Total Stock Market (VTI) | -21.32 | 25.67 | 21.03 | 30.67 | |||
| US Large Cap (SPY) | -19.98 | 28.74 | 18.37 | 31.22 | |||
| Emerging Market Bonds (EMB) | -20.28 | -2.24 | 5.42 | 15.48 | |||
| Gold (GLD) | -1.46 | -4.15 | 24.81 | 17.86 | |||
| Long Term Treasuries (TLT) | -21.88 | -4.60 | 18.15 | 14.12 | |||
| TIPS (TIP) | -9.04 | 5.67 | 10.84 | 8.35 | |||
| Latin America (FLLA) | -0.51 | -9.34 | -15.02 | 19.53 | |||
| Preferred Stocks (PFF) | -15.10 | 7.13 | 7.44 | 15.92 | |||
| Investment Grade Bonds (LQD) | -16.08 | -1.85 | 10.97 | 17.37 | |||
| World All Countries (VT) | -19.80 | 18.27 | 16.61 | 26.82 | |||
| International Bond Market (BNDX) | -9.84 | -2.28 | 4.65 | 7.87 | |||
| Europe (VGK) | -20.89 | 16.88 | 6.11 | 24.86 | |||
| High Yield Bonds (HYG) | -13.77 | 3.75 | 4.48 | 14.09 | |||
| Emerging Markets (EEM) | -17.20 | -3.61 | 17.03 | 18.20 | |||
| US Total Bond Market (BND) | -10.35 | -1.86 | 7.71 | 8.83 | |||
| EAFE Stocks (EFA) | -18.78 | 11.46 | 7.59 | 22.03 | |||
| Commodities (DBC) | 28.20 | 41.36 | -7.84 | 11.84 | |||
| Pacific (VPL) | -17.87 | 1.12 | 16.67 | 18.16 | |||
| US Cash (BIL) | 0.12 | -0.10 | 0.40 | 2.03 |
Stocks
Bonds
Commodities
(*)YTD - 30 June 2022
Asset Class Drawdowns
Asset Class Maximum Drawdowns, in last 5,10,25 years.
The following table represents Asset Class total returns and maximum drawdown in the same period. Columns are sortable.
ASSET CLASSES - TOTAL RETURNS vs DRAWDOWNS (%)
Return: Total Return (%) - DD: Maximum Drawdown (%)
Last Update: 30 June 2022
5Y |
10Y |
25Y |
|||||
|---|---|---|---|---|---|---|---|
| ETF | Return | DD | Return | DD | Return | DD | |
| US Technology (QQQ) | +110.79 | -29.33 | +380.83 | -29.33 | +1276.08 | -81.08 | |
| US Small Cap (IJR) | +41.55 | -36.12 | +190.07 | -36.12 | +755.92 | -51.79 | |
| US REITs (VNQ) | +31.87 | -25.08 | +105.84 | -25.08 | +708.29 | -68.30 | |
| US Total Stock Market (VTI) | +64.97 | -21.32 | +225.18 | -21.32 | +605.13 | -50.84 | |
| US Large Cap (SPY) | +70.25 | -19.98 | +235.24 | -19.98 | +567.10 | -50.80 | |
| Emerging Market Bonds (EMB) | -6.50 | -22.08 | +17.10 | -22.08 | +515.55 | -31.43 | |
| Gold (GLD) | +42.74 | -13.74 | +8.55 | -40.97 | +400.78 | -42.91 | |
| Long Term Treasuries (TLT) | +1.71 | -30.82 | +16.20 | -30.82 | +315.89 | -30.82 | |
| TIPS (TIP) | +16.14 | -9.04 | +16.90 | -9.24 | +262.28 | -11.79 | |
| Latin America (FLLA) | -1.40 | -46.32 | -18.83 | -50.26 | +261.57 | -64.59 | |
| Preferred Stocks (PFF) | +8.29 | -16.20 | +46.93 | -16.20 | +254.94 | -58.42 | |
| Investment Grade Bonds (LQD) | +6.02 | -17.62 | +29.28 | -17.62 | +244.75 | -17.62 | |
| World All Countries (VT) | +40.83 | -22.15 | +136.87 | -22.15 | +241.00 | -57.06 | |
| International Bond Market (BNDX) | +4.11 | -11.90 | +26.07 | -11.90 | +233.43 | -11.90 | |
| Europe (VGK) | +12.87 | -25.65 | +75.73 | -25.65 | +232.70 | -59.77 | |
| High Yield Bonds (HYG) | +6.21 | -13.77 | +36.64 | -13.77 | +213.60 | -30.85 | |
| Emerging Markets (EEM) | +8.06 | -29.69 | +25.88 | -30.19 | +212.87 | -60.44 | |
| US Total Bond Market (BND) | +4.26 | -12.23 | +14.93 | -12.23 | +176.57 | -12.23 | |
| EAFE Stocks (EFA) | +11.64 | -23.01 | +68.49 | -23.01 | +163.36 | -57.38 | |
| Commodities (DBC) | +89.77 | -37.77 | +6.49 | -61.03 | +155.09 | -74.54 | |
| Pacific (VPL) | +10.51 | -23.43 | +67.63 | -23.43 | +80.99 | -53.17 | |
| US Cash (BIL) | +4.68 | -0.16 | +4.78 | -0.31 | +54.89 | -0.42 | |
Stocks
Bonds
Commodities