Investment Theme Returns

Returns as of 31 December 2025
Currency: USD

The best performing in the last 10 Years is Information Technology, that granted a +22.37% annualized return.

The worst is Natural Gas, with a -21.54% 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 December 2025

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

INVESTMENT THEMES - USD CURRENCY
Return - Risk - Drawdown
Last Update as of 31 December 2025
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Dec 2025. Inflation (annualized) is 1Y: 2.65% , 3Y: 2.96% , 5Y: 4.47% , 10Y: 3.21%
Returns over 1 year are annualized. Last update: 31 December 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 December 2025.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Assets usually grant less severe drawdowns.
Last update: 31 December 2025.
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Dec 2025. 2025: 2.65%, 2024: 2.90%, 2023: 3.32%, 2022: 6.41%
Last update: 31 December 2025.
Swipe left to see all data
Return (%) - Dec 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 â–ľ 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
0.75
2.31
14.03
24.61
33.23
18.17
22.37
 19.10 17.85 20.49 19.21 1.29 1.86 0.89 1.16 -11.36 -31.22 -31.22 2.93 0.58 0.72 3.52 10.69 8.24
24.61
21.63
56.02
-27.73
34.83
43.62
49.86
-1.66
QQQ
US Technology
-0.67
2.45
11.63
20.77
32.92
15.07
19.43
 14.97 15.35 19.17 18.31 1.39 2.14 0.79 1.06 -10.08 -32.58 -32.58 3.26 0.46 0.60 3.00 12.45 9.39
20.77
25.58
54.86
-32.58
27.42
48.40
38.96
-0.12
ARGT
Argentina
-1.15
32.04
8.71
11.51
40.95
26.26
18.77
 39.42 35.76 32.99 33.00 0.29 1.15 0.80 0.57 -22.62 -30.81 -55.87 1.81 0.85 0.34 6.47 9.55 19.02
11.51
63.46
53.64
10.36
3.83
14.57
14.50
-32.63
VUG
US Large Cap Growth
-0.51
1.82
11.51
19.40
32.50
14.64
17.45
 15.44 15.46 19.14 17.79 1.26 2.10 0.77 0.98 -11.25 -33.15 -33.15 2.89 0.44 0.53 3.18 13.38 9.98
19.40
32.69
46.83
-33.15
27.34
40.22
37.03
-3.31
EPU
Peru
12.68
18.13
49.51
86.88
41.80
20.75
17.29
 16.02 20.39 24.02 24.62 5.42 2.05 0.86 0.70 -14.77 -31.60 -45.01 2.83 0.66 0.38 4.31 13.74 16.97
86.88
21.72
25.34
2.13
-11.83
-4.31
7.31
-12.16
SLV
Silver
25.80
52.04
96.34
144.66
43.02
21.26
17.19
 28.42 28.77 27.40 28.53 5.09 1.50 0.78 0.60 -12.72 -35.98 -36.79 3.38 0.59 0.47 5.35 14.94 17.27
144.66
20.89
-1.09
2.37
-12.45
47.30
14.88
-9.19
EWT
Taiwan
3.01
4.45
15.76
28.38
24.35
12.02
15.32
 17.20 16.38 20.30 18.98 1.65 1.49 0.59 0.81 -9.58 -37.46 -37.46 2.54 0.32 0.41 3.32 13.45 10.48
28.38
12.45
29.00
-28.84
28.94
31.50
33.33
-9.92
SPY
US Large Cap Blend
0.08
2.67
11.00
17.72
22.87
14.34
14.72
 10.51 11.79 15.01 15.02 1.69 1.94 0.96 0.98 -8.33 -23.93 -23.93 2.75 0.60 0.62 2.59 7.85 6.36
17.72
24.89
26.18
-18.17
28.74
18.37
31.22
-4.56
GLD
Gold
2.17
11.49
30.01
63.68
32.69
17.31
14.60
 12.67 13.69 14.35 14.15 5.02 2.39 1.21 1.03 -7.22 -15.91 -18.08 4.53 1.09 0.81 1.93 5.09 6.38
63.68
26.66
12.69
-0.77
-4.15
24.81
17.86
-1.94
VTI
US Total Stock Market
-0.03
2.45
10.93
17.10
22.26
13.07
14.25
 10.87 12.38 15.23 15.52 1.57 1.80 0.86 0.92 -9.11 -24.81 -24.81 2.44 0.53 0.57 2.88 8.60 6.90
17.10
23.81
26.05
-19.51
25.67
21.03
30.67
-5.21
GREK
Greece
3.03
4.50
15.95
76.11
40.15
24.16
13.36
 12.67 19.29 20.80 26.19 6.01 2.08 1.16 0.51 -14.95 -25.28 -47.13 2.69 0.96 0.28 4.51 7.06 17.26
76.11
9.54
42.69
0.98
6.16
-14.48
50.20
-31.24
XLI
Industrials
1.28
0.92
5.95
19.35
18.26
13.59
13.33
 10.88 14.81 17.73 18.43 1.78 1.23 0.77 0.72 -10.56 -20.74 -27.13 1.73 0.66 0.49 3.56 5.60 6.32
19.35
17.31
18.13
-5.58
21.09
10.96
29.09
-13.24
XLF
Financials
3.06
2.03
5.29
14.90
18.89
15.16
13.06
 10.43 15.64 18.15 19.46 1.43 1.21 0.84 0.67 -12.70 -23.13 -31.75 1.49 0.66 0.41 4.50 8.47 9.39
14.90
30.56
12.03
-10.60
34.82
-1.68
31.87
-13.04
XLY
Consumer Discretionary
1.20
-0.14
10.30
7.37
23.79
9.11
13.03
 15.48 19.03 21.86 20.06 0.48 1.25 0.42 0.65 -14.80 -36.27 -36.27 1.61 0.25 0.36 4.88 15.28 11.32
7.37
26.51
39.64
-36.27
27.93
29.63
28.39
1.59
XT
Exponential Techonologies
0.88
4.38
15.08
26.28
17.17
6.22
12.76
 12.25 17.02 18.11 17.29 2.15 1.01 0.34 0.74 -16.15 -32.25 -32.25 1.06 0.19 0.40 4.23 13.83 10.25
26.28
0.29
27.03
-27.82
16.43
35.09
30.73
-4.88
HACK
Cyber Security
-4.04
-7.41
-6.95
7.89
22.34
7.08
12.46
 16.33 15.48 17.88 19.11 0.48 1.44 0.40 0.65 -9.17 -33.99 -33.99 2.44 0.21 0.37 3.22 15.82 11.94
7.89
23.49
37.44
-28.15
7.00
41.33
23.39
6.61
EWO
Austria
7.48
14.46
20.65
74.20
29.80
17.56
12.38
 9.87 16.06 20.11 22.66 7.52 1.86 0.87 0.55 -9.40 -37.60 -47.58 3.17 0.47 0.26 3.62 12.45 16.98
74.20
4.06
20.63
-21.92
31.54
-3.68
17.07
-22.87
EWC
Canada
3.25
7.64
17.77
35.92
20.56
14.14
11.96
 7.70 14.34 16.17 17.15 4.66 1.43 0.87 0.70 -12.03 -22.93 -26.90 1.71 0.62 0.44 3.38 7.97 7.38
35.92
12.38
14.73
-12.95
27.00
5.52
27.56
-17.16
VT
World All Countries
0.92
3.19
11.02
22.43
20.29
11.03
11.77
 8.26 11.45 14.05 14.62 2.72 1.77 0.79 0.81 -9.69 -25.52 -25.52 2.09 0.43 0.46 2.43 8.27 6.95
22.43
16.49
22.03
-18.01
18.27
16.61
26.82
-9.76
VTV
US Large Cap Value
0.79
2.94
9.17
15.27
13.48
12.60
11.68
 8.25 11.46 13.80 14.58 1.85 1.18 0.91 0.80 -8.08 -15.33 -25.07 1.67 0.82 0.47 2.99 3.82 5.27
15.27
15.95
9.32
-2.07
26.51
2.26
25.65
-5.44
EWN
Netherlands
1.78
2.06
8.64
34.87
18.74
9.21
11.57
 13.80 17.62 21.15 19.21 2.53 1.06 0.44 0.60 -16.18 -41.29 -41.29 1.16 0.22 0.28 5.53 15.68 12.13
34.87
1.67
22.09
-24.41
22.74
23.22
32.46
-15.36
XLC
Communication Services
2.35
-0.23
9.20
23.08
36.33
12.88
11.40
 13.67 14.61 18.27 17.58 1.69 2.49 0.71 0.65 -6.50 -43.46 -43.46 5.59 0.30 0.26 2.18 18.93 14.51
23.08
34.71
52.82
-37.63
15.96
26.91
31.05
-16.77
CWB
US Convertible Bonds
-1.18
-0.88
8.98
16.61
13.69
3.52
10.86
 8.91 10.62 12.01 13.55 1.86 1.29 0.29 0.80 -9.38 -26.54 -26.54 1.46 0.13 0.41 2.74 13.64 9.95
16.61
10.06
14.49
-20.81
2.17
53.39
22.39
-1.96
EWI
Italy
3.99
5.95
14.34
55.72
30.89
17.12
10.74
 8.71 15.99 19.37 22.01 6.40 1.93 0.88 0.49 -10.75 -32.87 -33.30 2.87 0.52 0.32 3.27 9.19 12.34
55.72
10.23
30.64
-14.10
14.41
1.67
26.97
-17.20
IJH
US Mid Cap Blend
-0.02
1.63
7.29
7.42
12.52
9.07
10.67
 11.22 16.39 17.78 18.49 0.66 0.76 0.51 0.58 -14.99 -21.57 -29.70 0.84 0.42 0.36 5.65 7.66 7.36
7.42
13.92
16.40
-13.10
24.71
13.58
26.10
-11.18
CGW
Global Water
-0.73
-0.36
2.41
18.10
12.56
7.94
10.65
 6.79 14.92 18.06 16.12 2.66 0.84 0.44 0.66 -14.17 -32.28 -32.28 0.89 0.25 0.33 4.46 12.67 9.67
18.10
4.55
15.50
-21.99
31.71
15.42
34.04
-10.42
XLU
Utilities
-5.09
-1.36
6.05
16.02
9.92
9.49
10.41
 9.14 14.67 16.71 15.18 1.75 0.68 0.57 0.69 -14.43 -17.63 -18.82 0.69 0.54 0.55 5.59 6.47 6.57
16.02
23.31
-7.17
1.42
16.81
0.57
25.91
3.92
PALL
Palladium
9.78
27.34
44.50
74.07
-4.15
-8.73
10.38
 27.48 28.88 32.03 30.79 2.70 -0.14 -0.27 0.34 -49.42 -69.59 -69.59 -0.08 -0.13 0.15 37.58 50.43 36.34
74.07
-17.38
-38.77
-6.28
-23.26
25.26
53.94
17.23
IJK
US Mid Cap Growth
-0.29
1.25
6.89
7.28
13.37
6.97
10.23
 11.96 15.89 17.92 17.84 0.61 0.84 0.39 0.57 -15.69 -25.49 -25.49 0.85 0.27 0.40 5.60 10.39 8.46
7.28
15.68
17.41
-19.03
18.68
22.44
25.96
-10.52
EWP
Spain
5.81
10.42
24.14
78.03
34.83
18.44
10.22
 8.07 17.08 19.10 21.10 9.67 2.04 0.97 0.48 -9.76 -32.46 -38.72 3.57 0.57 0.26 3.33 9.95 14.96
78.03
5.70
30.26
-5.16
0.27
-3.95
11.91
-15.32
VOE
US Mid Cap Value
0.43
2.13
8.96
12.08
11.97
10.72
9.95
 7.59 14.43 16.14 17.25 1.59 0.83 0.66 0.58 -11.64 -17.81 -31.25 1.03 0.60 0.32 4.88 5.57 6.80
12.08
14.00
9.86
-7.95
28.76
2.59
27.84
-12.45
EIS
Israel
7.11
10.80
17.13
45.11
27.20
13.03
9.92
 17.28 20.35 19.91 19.37 2.61 1.34 0.65 0.51 -19.35 -38.63 -38.63 1.41 0.34 0.26 5.06 16.51 12.57
45.11
34.50
5.46
-27.03
22.84
12.01
20.94
-4.83
EWZ
Brazil
-2.16
6.07
13.98
48.81
11.15
5.00
9.91
 21.11 23.43 26.24 32.38 2.31 0.48 0.19 0.31 -30.41 -30.41 -50.35 0.37 0.16 0.20 13.12 14.71 19.86
48.81
-30.41
32.60
12.35
-17.27
-20.33
27.65
-2.57
XLB
Materials
1.98
1.73
4.32
9.94
7.38
6.71
9.82
 11.12 16.54 19.09 18.67 0.89 0.45 0.35 0.53 -12.24 -23.73 -26.15 0.60 0.28 0.38 5.97 7.96 7.69
9.94
0.15
12.45
-12.31
27.45
20.52
24.13
-14.87
EPOL
Poland
6.76
12.96
12.75
77.34
37.55
17.10
9.81
 14.80 22.92 28.29 27.83 5.23 1.64 0.60 0.35 -18.87 -52.77 -60.36 1.99 0.32 0.16 5.15 17.97 25.11
77.34
-2.62
50.70
-24.62
12.22
-8.37
-6.14
-13.78
IJR
US Small Cap Blend
-0.11
1.61
10.89
5.89
10.11
7.21
9.76
 13.96 19.38 19.57 20.63 0.42 0.52 0.37 0.47 -19.88 -23.11 -36.12 0.51 0.31 0.27 7.72 9.82 10.54
5.89
8.63
16.06
-16.19
26.60
11.28
22.82
-8.49
XLV
Healthcare
-1.39
11.70
15.86
14.50
6.19
8.05
9.73
 15.03 13.32 14.29 14.41 0.97 0.47 0.56 0.68 -15.62 -15.62 -15.62 0.40 0.52 0.62 6.32 6.18 5.45
14.50
2.47
2.06
-2.09
25.59
13.34
20.45
6.28
IJT
US Small Cap Growth
-1.06
0.05
6.65
5.26
10.46
5.35
9.60
 13.38 18.35 19.13 19.91 0.39 0.57 0.28 0.48 -18.75 -26.22 -32.91 0.56 0.20 0.29 7.18 12.32 11.32
5.26
9.33
17.11
-21.32
22.37
19.22
20.99
-4.39
IJS
US Small Cap Value
0.79
3.31
15.37
6.54
9.45
8.70
9.43
 15.05 20.86 20.82 22.07 0.43 0.45 0.42 0.43 -20.98 -20.98 -40.32 0.45 0.41 0.23 8.52 8.33 10.86
6.54
7.33
14.68
-11.33
30.53
2.63
24.12
-12.84
CPER
Copper
8.30
16.53
10.49
38.95
14.83
9.98
9.37
 24.18 20.45 21.62 20.45 1.61 0.73 0.46 0.46 -13.24 -29.46 -34.19 1.12 0.34 0.27 6.66 13.15 13.66
38.95
4.23
4.55
-15.14
25.22
23.89
6.69
-21.94
EWQ
France
1.45
2.93
5.65
28.90
13.98
9.62
9.30
 7.71 14.88 17.76 18.34 3.75 0.94 0.54 0.51 -12.01 -29.04 -29.04 1.16 0.33 0.32 4.46 8.10 8.47
28.90
-5.63
21.72
-11.99
21.47
2.85
26.67
-12.88
EDEN
Denmark
4.36
6.43
2.03
10.59
7.82
4.97
9.23
 15.69 14.79 18.70 17.24 0.67 0.53 0.27 0.54 -19.94 -34.38 -34.38 0.39 0.14 0.27 9.73 12.19 9.84
10.59
-3.94
17.99
-11.44
14.80
42.55
24.37
-14.42
EZA
South Africa
8.73
13.20
35.00
75.20
23.97
14.30
9.19
 12.85 21.99 22.89 25.19 5.85 1.09 0.62 0.36 -18.00 -33.64 -53.99 1.33 0.43 0.17 7.91 16.20 20.88
75.20
7.16
1.49
-5.13
7.92
-5.19
9.62
-25.23
EWL
Switzerland
3.70
8.54
9.40
32.92
15.00
8.20
9.07
 10.25 14.75 16.11 14.33 3.21 1.02 0.51 0.63 -13.04 -27.53 -27.53 1.15 0.30 0.33 4.34 9.74 7.75
32.92
-2.81
17.70
-18.86
20.19
11.79
31.58
-9.19
EWY
South Korea
9.39
24.10
38.48
95.33
22.74
4.64
8.99
 26.77 26.42 26.25 24.21 3.56 0.86 0.18 0.37 -22.36 -48.08 -48.08 1.02 0.10 0.19 8.93 26.68 22.12
95.33
-20.48
19.05
-26.60
-7.56
39.44
7.95
-20.38
EWD
Sweden
4.03
5.59
8.96
36.54
17.95
7.80
8.96
 12.32 18.51 21.99 20.26 2.97 0.97 0.35 0.44 -15.45 -40.26 -40.26 1.16 0.19 0.22 5.41 16.57 13.04
36.54
-3.91
25.07
-27.79
22.86
22.26
21.74
-12.76
BNO
Brent Oil
-2.91
-5.76
-2.98
-5.44
0.05
17.07
8.75
 23.07 20.38 24.94 33.91 -0.24 0.00 0.68 0.26 -19.66 -28.14 -69.90 0.00 0.61 0.13 8.20 12.53 21.71
-5.44
9.67
-3.43
35.25
62.34
-38.23
36.01
-15.30
IGF
Global Infrastructure
-1.11
2.02
5.33
21.31
13.91
10.25
8.70
 5.54 12.23 13.94 15.05 3.84 1.14 0.74 0.58 -12.72 -17.00 -29.59 1.09 0.60 0.29 3.52 4.82 7.16
21.31
14.81
6.13
-1.23
11.58
-6.50
25.81
-9.94
XLE
Energy
-0.30
0.94
7.24
7.88
4.21
23.29
8.34
 16.52 17.16 26.01 29.30 0.48 0.25 0.90 0.28 -14.36 -17.12 -58.14 0.29 1.36 0.14 6.02 6.07 18.34
7.88
5.56
-0.63
64.17
53.31
-32.51
11.73
-18.21
EFA
EAFE Stocks
2.71
4.71
9.37
31.55
17.24
9.00
8.24
 6.89 12.15 14.71 14.77 4.58 1.42 0.61 0.56 -10.13 -27.58 -27.58 1.70 0.33 0.30 3.17 7.99 7.81
31.55
3.49
18.38
-14.35
11.46
7.59
22.03
-13.81
INDA
India
-1.21
3.82
-2.93
2.68
9.33
7.64
8.24
 12.78 11.81 13.12 17.61 0.21 0.79 0.58 0.47 -17.23 -17.23 -34.00 0.54 0.44 0.24 6.18 6.88 8.36
2.68
8.63
17.16
-8.94
21.41
14.83
6.49
-6.69
PPLT
Platinum
22.18
30.48
51.73
124.48
23.37
13.10
8.07
 32.77 27.74 24.96 23.66 3.80 0.84 0.52 0.34 -18.58 -30.16 -38.34 1.26 0.43 0.21 10.27 18.37 20.12
124.48
-8.90
-8.18
10.43
-10.75
10.78
20.85
-14.95
EEM
Emerging Markets
2.16
3.92
15.04
33.98
15.84
3.55
7.82
 8.72 13.55 15.38 16.60 3.90 1.17 0.23 0.47 -12.51 -36.52 -36.52 1.27 0.10 0.21 4.42 18.52 15.51
33.98
6.49
8.95
-20.56
-3.61
17.03
18.20
-15.31
EWA
Australia
3.05
-1.34
1.21
13.35
9.45
6.10
7.65
 10.41 16.78 19.16 18.88 1.28 0.56 0.32 0.40 -15.00 -23.37 -31.36 0.63 0.26 0.24 6.36 7.85 7.86
13.35
1.60
13.83
-5.86
8.95
8.26
22.41
-12.02
EWG
Germany
3.86
2.14
0.45
35.78
22.52
8.65
7.55
 11.75 16.25 19.56 19.70 3.04 1.39 0.44 0.38 -14.12 -41.66 -41.66 1.59 0.21 0.18 3.73 14.66 14.12
35.78
9.79
23.36
-22.20
5.84
10.57
19.15
-21.37
NORW
Norway
5.32
0.86
4.17
32.60
10.71
6.60
7.55
 13.77 15.72 19.80 21.41 2.37 0.68 0.33 0.35 -11.09 -30.84 -43.74 0.97 0.21 0.17 4.19 13.68 14.34
32.60
-2.50
4.97
-14.12
18.11
1.22
12.52
-8.03
EIRL
Ireland
1.94
10.05
10.69
28.82
19.63
9.59
7.49
 9.68 17.26 21.09 20.44 2.98 1.14 0.45 0.37 -14.54 -39.15 -39.15 1.35 0.24 0.19 6.39 13.57 12.62
28.82
-1.63
35.12
-18.81
13.72
9.62
28.14
-21.91
EWS
Singapore
-0.71
-0.53
8.50
31.35
19.41
10.15
7.42
 7.08 13.87 14.46 17.22 4.43 1.40 0.70 0.43 -12.66 -24.34 -32.07 1.53 0.42 0.23 4.54 10.50 12.38
31.35
22.10
6.17
-9.79
5.56
-8.49
14.53
-11.33
EWJ
Japan
0.90
4.43
11.73
25.84
17.46
6.17
7.38
 7.73 11.20 13.44 13.34 3.34 1.56 0.46 0.55 -7.03 -28.85 -28.85 2.48 0.21 0.26 2.69 10.35 9.04
25.84
7.03
20.32
-17.72
1.17
15.41
19.33
-14.10
EWU
United Kingdom
3.89
6.81
12.86
34.95
17.42
12.85
7.26
 5.60 11.03 13.77 15.41 6.24 1.58 0.93 0.47 -8.41 -21.24 -29.97 2.07 0.60 0.24 2.81 4.88 8.71
34.95
6.74
12.40
-4.38
18.22
-11.80
21.25
-14.28
XLP
Consumer Staples
-1.34
-0.09
-2.63
1.52
4.15
5.60
7.23
 8.17 10.47 12.73 12.45 0.19 0.40 0.44 0.58 -11.15 -12.86 -13.63 0.37 0.44 0.53 3.94 4.06 4.42
1.52
12.20
-0.82
-0.83
17.20
10.15
27.43
-8.07
ICLN
Global Clean Energy
-2.54
6.96
26.30
47.05
-4.55
-9.02
7.17
 15.18 23.89 26.74 26.81 3.10 -0.19 -0.34 0.27 -44.75 -60.77 -60.77 -0.10 -0.15 0.12 29.04 41.06 29.68
47.05
-25.72
-20.40
-5.41
-24.19
141.80
44.35
-9.02
DBC
Commodities
0.23
2.59
5.97
8.10
1.19
11.82
7.07
 10.84 10.65 14.53 15.71 0.75 0.11 0.81 0.45 -11.34 -22.97 -37.77 0.11 0.51 0.19 4.81 13.25 13.69
8.10
2.18
-6.19
19.34
41.36
-7.84
11.84
-11.62
KSA
Saudi Arabia
-1.57
-9.19
-4.38
-8.20
1.77
5.75
6.72
 13.64 14.61 17.29 18.25 -0.60 0.12 0.33 0.37 -12.80 -27.10 -30.48 0.14 0.21 0.22 6.17 13.96 12.42
-8.20
-0.19
15.04
-6.07
33.56
2.63
9.30
13.07
EMQQ
Emerging Markets E-Commerce
-2.64
-10.40
-0.16
20.66
12.47
-7.83
6.26
 14.13 22.40 27.84 26.03 1.46 0.56 -0.28 0.24 -18.67 -67.75 -67.75 0.67 -0.12 0.09 8.08 47.28 35.27
20.66
13.79
3.63
-30.70
-32.53
80.46
33.86
-29.82
UAE
United Arab Emirates
3.91
2.21
3.14
21.34
12.90
14.45
6.18
 13.56 14.45 16.52 17.72 1.57 0.89 0.87 0.35 -10.21 -23.62 -42.37 1.26 0.61 0.15 3.80 12.46 14.64
21.34
15.26
2.90
-5.31
44.10
-7.26
1.58
-14.42
XLRE
Real Estate
-2.11
-3.18
-0.77
2.63
6.62
5.36
6.15
 7.08 16.94 19.07 17.12 0.37 0.39 0.28 0.36 -16.42 -32.25 -32.25 0.40 0.17 0.19 6.16 16.12 12.19
2.63
5.09
12.36
-26.25
45.26
-2.11
28.69
-2.37
EWW
Mexico
3.27
3.59
16.68
53.64
15.67
13.52
6.09
 13.41 20.97 21.75 23.94 4.00 0.75 0.62 0.25 -29.73 -29.73 -46.59 0.53 0.45 0.13 13.37 11.56 16.61
53.64
-28.22
40.32
1.26
20.31
-3.05
12.64
-14.59
GXG
Colombia
0.42
13.97
29.74
68.88
30.22
7.94
5.92
 13.62 19.79 23.54 26.78 5.06 1.53 0.34 0.22 -13.10 -41.89 -49.79 2.31 0.19 0.12 6.05 21.95 26.10
68.88
4.68
24.92
-25.06
-11.48
-16.32
30.40
-19.90
EWK
Belgium
0.75
5.30
10.94
35.34
13.37
7.19
5.64
 7.89 13.85 15.90 17.46 4.48 0.97 0.45 0.32 -11.69 -32.34 -32.96 1.14 0.22 0.17 4.57 11.36 12.60
35.34
0.19
7.45
-13.93
12.87
0.00
25.92
-20.39
ECH
Chile
7.09
23.01
28.92
65.41
18.07
10.51
5.62
 14.12 19.07 25.06 26.16 4.63 0.95 0.42 0.21 -21.77 -29.46 -59.61 0.83 0.36 0.09 9.62 13.55 34.22
65.41
-8.67
8.97
25.17
-20.02
-7.11
-17.79
-18.96
HYG
US High Yield Bonds
0.49
1.23
3.40
8.59
9.18
3.74
5.38
 2.74 5.20 7.59 7.41 3.14 1.77 0.49 0.73 -2.64 -15.25 -15.25 3.48 0.25 0.35 0.79 5.48 4.18
8.59
7.97
11.01
-10.99
3.75
4.48
14.09
-2.03
VNQ
US REITs
-2.24
-2.32
1.22
3.25
6.56
4.63
5.13
 7.67 17.10 18.74 17.64 0.42 0.38 0.25 0.29 -17.44 -32.77 -32.77 0.38 0.14 0.16 6.56 16.47 13.04
3.25
4.81
11.81
-26.24
40.52
-4.68
28.87
-6.02
ENZL
New Zealand
0.47
-0.18
0.52
2.46
0.12
-5.70
4.88
 8.62 15.26 17.83 18.13 0.29 0.01 -0.32 0.27 -19.32 -37.29 -37.29 0.01 -0.15 0.13 8.99 24.25 17.63
2.46
-4.87
2.97
-16.17
-11.38
20.04
30.10
0.35
EWH
Hong Kong
-1.38
1.77
10.43
34.50
5.03
0.83
4.26
 11.04 18.66 20.89 19.42 3.12 0.27 0.04 0.22 -26.52 -40.35 -40.35 0.19 0.02 0.11 15.73 24.62 18.51
34.50
0.01
-13.86
-6.82
-3.48
4.19
10.71
-8.73
EMB
Emerg. Market Bonds
0.32
2.81
7.02
13.86
9.82
1.05
3.86
 3.67 7.47 10.19 10.06 3.78 1.31 0.10 0.38 -6.24 -26.75 -26.75 1.57 0.04 0.14 1.75 12.59 9.33
13.86
5.54
10.23
-18.64
-2.24
5.42
15.48
-5.47
VNM
Vietnam
4.25
7.17
39.05
66.55
19.40
3.16
3.84
 22.02 25.64 24.60 22.94 3.02 0.76 0.13 0.17 -23.75 -46.50 -46.50 0.82 0.07 0.08 11.33 30.04 24.38
66.55
-11.15
15.02
-43.75
22.05
9.84
9.13
-16.83
QAT
Qatar
0.88
-2.48
2.28
8.82
5.55
4.53
3.75
 7.61 12.06 13.30 16.16 1.16 0.46 0.34 0.23 -14.35 -27.26 -28.55 0.39 0.17 0.13 5.19 13.82 12.09
8.82
5.20
2.71
-7.23
14.42
6.85
-0.33
20.06
PFF
US Preferred Stocks
0.82
-0.24
4.48
4.87
6.90
1.22
3.29
 5.00 10.18 10.82 10.01 0.97 0.68 0.11 0.33 -11.18 -20.63 -20.63 0.62 0.06 0.16 3.84 9.84 7.37
4.87
7.24
8.62
-18.80
7.13
7.44
15.92
-4.63
FXI
China
-2.09
-5.92
5.29
28.95
13.36
-1.57
3.28
 15.10 23.05 28.39 23.92 1.92 0.58 -0.06 0.14 -29.42 -56.74 -56.74 0.45 -0.03 0.06 12.54 32.95 25.28
28.95
28.98
-12.42
-20.67
-20.05
8.93
14.87
-13.26
LQD
US Invest. Grade Bonds
-0.74
0.34
3.19
7.90
5.99
-0.83
3.17
 3.43 8.72 9.68 8.28 2.30 0.69 -0.09 0.38 -7.89 -23.27 -23.27 0.76 -0.04 0.14 2.35 12.18 8.80
7.90
0.86
9.41
-17.93
-1.85
10.97
17.37
-3.79
THD
Thailand
2.43
2.69
19.82
2.36
-4.37
-2.05
2.99
 17.48 18.83 17.97 19.66 0.13 -0.23 -0.11 0.15 -31.08 -31.08 -39.98 -0.14 -0.07 0.07 20.53 16.72 19.93
2.36
-2.21
-12.63
1.22
1.85
-9.87
8.33
-8.21
EMIF
Emerging Markets Infrastructure
-0.16
6.25
14.30
33.90
12.72
5.37
2.92
 7.99 12.72 15.33 17.82 4.24 1.00 0.35 0.16 -14.23 -22.13 -39.25 0.89 0.24 0.07 4.69 8.31 20.41
33.90
1.21
5.68
-12.57
3.72
-19.97
16.32
-13.69
EWM
Malaysia
5.17
7.24
14.20
15.74
10.05
3.02
2.81
 11.90 14.56 15.23 15.21 1.32 0.69 0.20 0.18 -14.33 -23.78 -33.72 0.70 0.13 0.08 7.78 12.10 18.14
15.74
19.46
-3.61
-5.98
-7.41
3.17
-1.42
-6.27
TIP
US TIPS
-0.62
-0.08
1.97
6.76
3.87
0.58
2.76
 2.82 4.63 6.21 5.11 2.40 0.84 0.09 0.54 -5.35 -14.76 -14.76 0.72 0.04 0.19 1.67 8.04 5.75
6.76
1.65
3.27
-13.10
5.67
10.84
8.35
-1.42
TUR
Turkey
3.80
1.59
7.79
-1.54
0.51
8.67
2.35
 15.56 24.14 29.58 32.45 -0.10 0.02 0.29 0.07 -28.35 -30.79 -58.39 0.02 0.28 0.04 14.32 15.50 32.57
-1.54
12.91
-8.67
105.81
-27.48
-1.20
14.41
-41.48
BNDX
International Bonds
-0.52
0.29
0.85
2.87
5.04
-0.24
2.08
 2.50 4.28 5.22 4.33 1.15 1.18 -0.05 0.48 -1.89 -14.88 -14.88 2.66 -0.02 0.14 0.69 7.85 5.61
2.87
3.56
8.78
-12.76
-2.28
4.65
7.87
2.81
BIL
US Cash
0.34
0.98
2.05
4.15
4.76
3.10
2.04
 0.07 0.18 0.63 0.57 56.97 26.40 4.91 3.60 0.00 -0.12 -0.16 476.06 25.78 12.36 0.00 0.04 0.04
4.15
5.19
4.94
1.40
-0.10
0.40
2.03
1.74
BND
US Total Bond Market
-0.30
0.90
2.92
7.08
4.60
-0.49
1.95
 2.72 5.99 6.34 5.15 2.61 0.77 -0.08 0.38 -6.03 -17.08 -17.28 0.76 -0.03 0.11 1.79 9.35 6.84
7.08
1.38
5.41
-13.11
-1.86
7.71
8.83
-0.12
EIDO
Indonesia
1.13
7.59
7.10
4.90
-2.18
-1.46
1.23
 18.34 17.06 15.83 20.85 0.27 -0.13 -0.09 0.06 -30.29 -30.29 -48.60 -0.07 -0.05 0.03 14.82 12.32 19.16
4.90
-13.01
2.57
-0.15
-0.60
-7.14
5.30
-10.89
TLT
US Long Term Treasuries
-2.66
-1.05
1.35
4.25
-0.58
-8.41
-0.57
 8.66 14.57 14.72 13.62 0.49 -0.04 -0.57 -0.04 -20.29 -43.72 -47.75 -0.03 -0.19 -0.01 9.03 29.65 24.91
4.25
-8.05
2.51
-31.24
-4.60
18.15
14.12
-1.61
EPHE
Philippines
-0.36
1.13
-7.37
1.56
0.46
-3.56
-1.80
 14.39 17.13 19.59 19.42 0.11 0.03 -0.18 -0.09 -19.26 -32.20 -41.45 0.02 -0.11 -0.04 9.47 16.60 22.95
1.56
-1.41
1.26
-15.86
-2.22
-3.94
8.50
-17.50
USO
WTI Crude Oil
-2.69
-6.22
-5.40
-8.46
-0.45
15.94
-2.38
 24.22 21.81 25.52 37.47 -0.35 -0.02 0.62 -0.06 -21.40 -29.06 -84.60 -0.02 0.55 -0.03 9.33 13.80 41.11
-8.46
13.35
-4.94
28.97
64.68
-67.79
32.61
-19.57
UNG
Natural Gas
-16.77
-6.20
-19.76
-27.07
-39.87
-19.73
-21.54
 42.27 49.81 61.89 53.18 -0.64 -0.80 -0.32 -0.41 -78.26 -90.32 -91.80 -0.51 -0.22 -0.23 65.11 66.20 61.08
-27.07
-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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