Investment Theme Returns

Returns as of 30 September 2025
Currency: USD

The best performing in the last 10 Years is Information Technology, that granted a +23.14% annualized return.

The worst is Natural Gas, with a -23.31% 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 30 September 2025

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

INVESTMENT THEMES - USD CURRENCY
Return - Risk - Drawdown
Last Update as of 30 September 2025
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Aug 2025. Pending updates, the monthly inflation is set at 0% for the subsequent periods. Inflation (annualized) is 1Y: 2.78% , 3Y: 2.96% , 5Y: 4.47% , 10Y: 3.14%
Returns over 1 year are annualized. Last update: 30 September 2025.
Risk is represented as the annualized Standard Deviation of monthly returns.
High values of Standard Deviation mean high fluctuations in prices.
Last update: 30 September 2025.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Assets usually grant less severe drawdowns.
Last update: 30 September 2025.
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Aug 2025. Pending updates, the monthly inflation is set at 0% for the subsequent periods. 2025: 1.81%, 2024: 2.90%, 2023: 3.32%, 2022: 6.41%
Last update: 30 September 2025.
Swipe left to see all data
Return (%) - Sep 30, 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 ▾ 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
7.53
11.45
36.91
25.64
34.41
20.26
23.14
 17.98 18.59 20.91 19.27 1.43 1.85 0.97 1.20 -11.36 -31.22 -31.22 3.03 0.65 0.74 3.63 10.68 8.24
21.79
21.63
56.02
-27.73
34.83
43.62
49.86
-1.66
QQQ
US Technology
5.38
8.96
28.32
23.67
31.80
17.38
20.31
 14.82 16.52 19.70 18.53 1.60 1.92 0.88 1.10 -10.08 -32.58 -32.58 3.15 0.53 0.62 3.32 12.45 9.42
17.88
25.58
54.86
-32.58
27.42
48.40
38.96
-0.12
VUG
US Large Cap Growth
4.69
9.52
29.63
25.52
31.63
16.74
17.98
 15.75 16.47 19.59 17.94 1.62 1.92 0.85 1.00 -11.25 -33.15 -33.15 2.81 0.51 0.54 3.43 13.38 10.01
17.27
32.69
46.83
-33.15
27.34
40.22
37.03
-3.31
ARGT
Argentina
-12.96
-17.67
-13.56
6.50
35.63
26.02
17.08
 25.18 30.50 30.69 32.21 0.26 1.17 0.85 0.53 -22.62 -30.81 -55.87 1.57 0.84 0.31 6.45 9.54 19.08
-15.55
63.46
53.64
10.36
3.83
14.57
14.50
-32.63
SPY
US Large Cap Blend
3.56
8.12
19.77
17.52
24.80
16.37
15.20
 12.12 13.19 15.71 15.21 1.45 1.88 1.04 1.00 -8.33 -23.93 -23.93 2.98 0.68 0.64 2.76 7.85 6.38
14.66
24.89
26.18
-18.17
28.74
18.37
31.22
-4.56
EWT
Taiwan
8.16
10.84
33.99
21.95
26.51
15.27
14.83
 16.73 20.60 20.79 19.02 1.31 1.29 0.73 0.78 -9.58 -37.46 -37.46 2.77 0.41 0.40 3.50 13.45 10.52
22.91
12.45
29.00
-28.84
28.94
31.50
33.33
-9.92
VTI
US Total Stock Market
3.42
8.28
20.10
17.36
24.06
15.67
14.67
 12.91 13.70 16.06 15.69 1.34 1.76 0.98 0.93 -9.11 -24.81 -24.81 2.64 0.63 0.59 3.04 8.60 6.93
14.29
23.81
26.05
-19.51
25.67
21.03
30.67
-5.21
EPU
Peru
14.31
26.57
42.77
49.70
42.10
20.77
14.37
 17.68 20.74 24.19 24.59 2.81 2.03 0.86 0.58 -14.77 -31.60 -45.01 2.85 0.66 0.32 4.32 13.74 17.06
58.20
21.72
25.34
2.13
-11.83
-4.31
7.31
-12.16
XLI
Industrials
1.88
4.98
18.52
15.62
24.98
16.70
13.99
 15.70 16.90 18.93 18.61 1.00 1.48 0.88 0.75 -10.56 -20.74 -27.13 2.37 0.81 0.52 3.59 5.60 6.35
18.26
17.31
18.13
-5.58
21.09
10.96
29.09
-13.24
XLY
Consumer Discretionary
3.59
10.46
21.83
20.62
19.98
11.16
13.67
 19.41 20.39 22.26 20.23 1.06 0.98 0.50 0.68 -14.80 -36.27 -36.27 1.35 0.31 0.38 5.22 15.28 11.35
7.53
26.51
39.64
-36.27
27.93
29.63
28.39
1.59
HACK
Cyber Security
2.86
0.50
20.89
27.21
26.23
13.48
13.62
 14.93 15.67 19.30 19.11 1.82 1.67 0.70 0.71 -9.17 -33.99 -33.99 2.86 0.40 0.40 3.05 15.78 12.13
16.53
23.49
37.44
-28.15
7.00
41.33
23.39
6.61
XLF
Financials
0.11
3.20
8.88
20.61
23.14
19.57
13.47
 14.78 17.23 19.45 19.51 1.39 1.34 1.01 0.69 -12.70 -23.13 -31.75 1.82 0.85 0.42 4.56 8.46 9.46
12.62
30.56
12.03
-10.60
34.82
-1.68
31.87
-13.04
GLD
Gold
11.76
16.61
23.37
46.25
31.97
14.95
12.77
 15.18 14.22 14.76 14.30 3.05 2.25 1.01 0.89 -7.22 -15.91 -18.08 4.43 0.94 0.71 1.95 5.15 6.45
46.81
26.66
12.69
-0.77
-4.15
24.81
17.86
-1.94
XLC
Communication Services
6.64
9.45
23.45
32.45
36.64
15.89
12.21
 13.89 15.39 18.66 17.71 2.34 2.38 0.85 0.69 -6.60 -43.46 -43.46 5.55 0.37 0.28 2.35 18.93 14.50
23.36
34.71
52.82
-37.63
15.96
26.91
31.05
-16.77
VTV
US Large Cap Value
2.30
6.05
9.10
9.22
17.58
15.04
12.11
 12.06 13.44 14.80 14.73 0.76 1.31 1.02 0.82 -8.08 -15.33 -25.07 2.18 0.98 0.48 3.13 3.83 5.29
11.97
15.95
9.32
-2.07
26.51
2.26
25.65
-5.44
VT
World All Countries
3.37
7.59
19.83
17.33
22.91
13.57
11.95
 10.32 12.82 15.08 14.78 1.68 1.79 0.90 0.81 -9.69 -25.52 -25.52 2.36 0.53 0.47 2.53 8.27 7.00
18.65
16.49
22.03
-18.01
18.27
16.61
26.82
-9.76
SLV
Silver
17.08
29.14
36.72
49.14
34.28
14.38
11.81
 24.01 25.70 25.34 27.33 2.05 1.33 0.57 0.43 -12.72 -35.98 -36.79 2.70 0.40 0.32 5.35 14.95 17.34
60.92
20.89
-1.09
2.37
-12.45
47.30
14.88
-9.19
EWN
Netherlands
9.45
6.44
25.80
16.59
26.21
12.63
11.61
 17.81 20.64 22.17 19.33 0.93 1.27 0.57 0.60 -16.18 -41.29 -41.29 1.62 0.31 0.28 5.57 15.69 12.17
32.14
1.67
22.09
-24.41
22.74
23.22
32.46
-15.36
EWO
Austria
0.58
5.41
27.05
43.62
33.71
21.86
11.40
 14.44 18.24 23.31 22.63 3.02 1.85 0.94 0.50 -9.40 -37.60 -47.58 3.58 0.58 0.24 3.63 12.45 17.00
52.19
4.06
20.63
-21.92
31.54
-3.68
17.07
-22.87
CWB
US Convertible Bonds
5.07
9.95
19.22
20.55
15.04
7.91
11.22
 10.77 10.55 13.56 13.54 1.91 1.43 0.58 0.83 -9.38 -26.54 -26.54 1.60 0.30 0.42 2.67 13.63 9.96
17.64
10.06
14.49
-20.81
2.17
53.39
22.39
-1.96
CGW
Global Water
0.03
2.78
15.35
7.33
18.14
11.04
11.17
 12.34 16.49 18.46 16.30 0.59 1.10 0.60 0.69 -14.17 -32.28 -32.28 1.28 0.34 0.35 4.50 12.67 9.70
18.52
4.55
15.50
-21.99
31.71
15.42
34.04
-10.42
GREK
Greece
2.08
10.96
39.18
57.87
49.01
29.72
10.92
 17.23 20.22 24.92 27.00 3.36 2.42 1.19 0.40 -14.95 -25.28 -47.13 3.28 1.18 0.23 4.47 7.17 19.66
68.53
9.54
42.69
0.98
6.16
-14.48
50.20
-31.24
IJH
US Mid Cap Blend
0.48
5.56
12.56
6.11
15.80
13.57
10.77
 15.89 17.85 18.88 18.61 0.38 0.89 0.72 0.58 -14.99 -21.57 -29.70 1.05 0.63 0.36 5.71 7.65 7.43
5.70
13.92
16.40
-13.10
24.71
13.58
26.10
-11.18
XLU
Utilities
4.12
7.52
12.12
11.13
13.47
11.18
10.67
 11.75 14.66 16.58 15.09 0.95 0.92 0.67 0.71 -14.85 -17.63 -18.82 0.91 0.63 0.57 5.76 6.43 6.56
17.63
23.31
-7.17
1.42
16.81
0.57
25.91
3.92
XLB
Materials
-2.42
2.55
5.26
-5.16
11.85
9.23
10.65
 14.70 18.27 19.60 19.05 -0.35 0.65 0.47 0.56 -12.24 -23.73 -26.15 0.97 0.39 0.41 5.74 7.83 7.71
8.08
0.15
12.45
-12.31
27.45
20.52
24.13
-14.87
EWC
Canada
3.61
9.42
24.88
24.20
20.68
15.44
10.55
 12.27 15.46 17.29 17.32 1.97 1.34 0.89 0.61 -12.03 -22.93 -26.90 1.72 0.67 0.39 3.50 7.98 7.52
26.28
12.38
14.73
-12.95
27.00
5.52
27.56
-17.16
IJK
US Mid Cap Growth
0.99
5.58
15.53
5.04
16.08
10.85
10.40
 16.86 17.26 18.79 17.93 0.30 0.93 0.58 0.58 -15.69 -25.49 -25.49 1.02 0.43 0.41 5.67 10.39 8.51
5.96
15.68
17.41
-19.03
18.68
22.44
25.96
-10.52
VOE
US Mid Cap Value
1.54
6.69
9.87
6.54
15.46
13.98
10.13
 12.28 15.85 17.04 17.35 0.53 0.97 0.82 0.58 -11.64 -17.81 -31.25 1.33 0.78 0.32 4.93 5.57 6.85
9.75
14.00
9.86
-7.95
28.76
2.59
27.84
-12.45
IJT
US Small Cap Growth
0.60
6.60
14.17
2.35
12.83
10.97
10.01
 19.85 19.61 20.77 20.02 0.12 0.65 0.53 0.50 -18.75 -26.22 -32.91 0.68 0.42 0.30 7.17 12.27 11.36
5.21
9.33
17.11
-21.32
22.37
19.22
20.99
-4.39
IJR
US Small Cap Blend
1.05
9.14
14.48
3.62
12.72
12.84
9.99
 19.58 20.93 21.27 20.76 0.19 0.61 0.60 0.48 -19.88 -23.11 -36.12 0.64 0.56 0.28 7.73 9.78 10.59
4.22
8.63
16.06
-16.19
26.60
11.28
22.82
-8.49
EMQQ
Emerging Markets E-Commerce
7.35
11.44
21.69
20.41
21.00
-1.96
9.69
 14.41 28.76 28.25 26.56 1.42 0.73 -0.07 0.36 -18.67 -67.75 -67.75 1.13 -0.03 0.14 8.12 46.51 34.77
34.67
13.79
3.63
-30.70
-32.53
80.46
33.86
-29.82
EWI
Italy
1.76
7.91
24.92
37.75
39.11
20.42
9.68
 12.69 18.52 22.33 22.09 2.98 2.11 0.91 0.44 -10.75 -32.87 -33.30 3.64 0.62 0.29 3.28 9.23 13.30
46.97
10.23
30.64
-14.10
14.41
1.67
26.97
-17.20
XLV
Healthcare
1.73
3.72
-3.79
-8.03
6.49
7.32
9.48
 14.09 13.51 14.25 14.29 -0.57 0.48 0.51 0.66 -15.62 -15.62 -15.62 0.42 0.47 0.61 6.59 6.15 5.42
2.51
2.47
2.06
-2.09
25.59
13.34
20.45
6.28
IJS
US Small Cap Value
1.42
11.67
14.48
4.52
12.12
14.31
9.47
 19.62 22.68 22.52 22.21 0.23 0.53 0.64 0.43 -20.98 -20.98 -40.32 0.58 0.68 0.23 8.55 8.31 10.92
3.12
7.33
14.68
-11.33
30.53
2.63
24.12
-12.84
EIS
Israel
5.82
5.71
35.70
50.52
22.21
15.28
9.20
 17.67 21.12 20.65 19.32 2.86 1.05 0.74 0.48 -22.77 -38.63 -38.63 0.98 0.40 0.24 6.94 16.51 12.60
30.96
34.50
5.46
-27.03
22.84
12.01
20.94
-4.83
EDEN
Denmark
-0.61
-4.13
6.41
-12.71
15.43
6.67
9.12
 17.85 17.45 19.38 17.23 -0.71 0.88 0.34 0.53 -19.94 -34.38 -34.38 0.77 0.19 0.27 9.03 11.86 9.63
3.91
-3.94
17.99
-11.44
14.80
42.55
24.37
-14.42
EWQ
France
3.15
2.64
12.89
12.05
21.29
12.97
9.09
 12.54 17.42 20.21 18.53 0.96 1.22 0.64 0.49 -12.01 -29.04 -29.04 1.77 0.45 0.31 4.47 8.13 8.67
25.23
-5.63
21.72
-11.99
21.47
2.85
26.67
-12.88
EWP
Spain
3.75
12.42
31.53
45.48
40.09
21.70
8.81
 14.89 18.37 22.33 21.23 3.06 2.18 0.97 0.41 -9.76 -32.46 -38.72 4.11 0.67 0.23 3.33 9.96 15.41
61.22
5.70
30.26
-5.16
0.27
-3.95
11.91
-15.32
EWZ
Brazil
5.08
7.45
22.16
12.03
9.56
10.19
8.73
 25.92 23.99 28.47 32.42 0.46 0.40 0.36 0.27 -30.41 -30.41 -50.35 0.31 0.34 0.17 13.19 14.71 19.92
40.28
-30.41
32.60
12.35
-17.27
-20.33
27.65
-2.57
EWA
Australia
-0.30
2.58
16.95
2.82
15.32
10.79
8.70
 15.07 18.64 20.19 18.88 0.19 0.82 0.53 0.46 -15.00 -23.37 -31.36 1.02 0.46 0.28 6.35 7.82 7.85
14.89
1.60
13.83
-5.86
8.95
8.26
22.41
-12.02
EWD
Sweden
1.75
3.19
14.71
11.20
22.86
9.38
8.44
 17.14 20.20 22.99 20.30 0.65 1.13 0.41 0.42 -15.45 -40.26 -40.26 1.48 0.23 0.21 5.43 16.58 13.08
29.31
-3.91
25.07
-27.79
22.86
22.26
21.74
-12.76
EWL
Switzerland
-0.16
0.78
8.67
8.03
16.19
8.26
8.34
 13.85 15.57 16.74 14.33 0.58 1.04 0.49 0.58 -13.04 -27.53 -27.53 1.24 0.30 0.30 4.35 9.77 7.86
22.46
-2.81
17.70
-18.86
20.19
11.79
31.58
-9.19
XLE
Energy
-0.32
6.24
-2.80
5.14
11.21
29.34
8.18
 20.51 22.17 28.54 29.68 0.25 0.51 1.03 0.28 -14.36 -17.12 -58.14 0.78 1.71 0.14 6.03 6.05 18.46
6.87
5.56
-0.63
64.17
53.31
-32.51
11.73
-18.21
IGF
Global Infrastructure
1.28
3.24
13.68
16.03
17.08
12.89
8.15
 8.20 13.28 14.89 15.18 1.96 1.29 0.87 0.54 -12.72 -17.00 -29.59 1.34 0.76 0.28 3.55 4.82 7.25
18.90
14.81
6.13
-1.23
11.58
-6.50
25.81
-9.94
EFA
EAFE Stocks
2.07
4.45
16.22
15.13
21.89
11.20
8.10
 11.03 14.21 16.09 14.91 1.37 1.54 0.70 0.54 -10.13 -27.58 -27.58 2.16 0.41 0.29 3.18 8.00 7.91
25.63
3.49
18.38
-14.35
11.46
7.59
22.03
-13.81
XLP
Consumer Staples
-2.32
-2.55
-2.72
-3.04
8.36
6.88
8.04
 9.56 11.77 13.00 12.48 -0.32 0.71 0.53 0.64 -11.15 -12.86 -13.63 0.75 0.53 0.59 3.87 3.93 4.36
1.60
12.20
-0.82
-0.83
17.20
10.15
27.43
-8.07
EWG
Germany
-0.64
-1.65
14.08
25.01
31.16
10.37
7.94
 13.36 18.83 21.28 19.90 1.87 1.65 0.49 0.40 -14.12 -41.66 -41.66 2.21 0.25 0.19 3.66 14.70 14.20
32.94
9.79
23.36
-22.20
5.84
10.57
19.15
-21.37
EWS
Singapore
0.85
9.08
21.44
33.67
23.90
13.72
7.85
 9.77 14.93 16.32 17.54 3.45 1.60 0.84 0.45 -12.66 -24.34 -32.07 1.89 0.56 0.24 4.54 10.51 12.46
32.06
22.10
6.17
-9.79
5.56
-8.49
14.53
-11.33
EWJ
Japan
2.47
6.99
17.94
14.79
20.12
8.20
7.63
 10.25 12.68 14.25 13.50 1.44 1.59 0.58 0.57 -7.03 -28.85 -28.85 2.86 0.28 0.26 2.72 10.35 9.08
20.51
7.03
20.32
-17.72
1.17
15.41
19.33
-14.10
INDA
India
0.15
-6.50
1.13
-10.41
8.81
10.59
7.50
 13.77 12.53 14.16 17.63 -0.76 0.70 0.75 0.43 -17.23 -17.23 -34.00 0.51 0.61 0.22 6.65 6.72 8.38
-1.10
8.63
17.16
-8.94
21.41
14.83
6.49
-6.69
ICLN
Global Clean Energy
7.57
18.08
36.99
7.54
-5.40
-2.26
7.42
 20.24 24.12 29.31 26.73 0.37 -0.22 -0.08 0.28 -45.75 -60.77 -60.77 -0.12 -0.04 0.12 29.80 40.12 29.02
37.48
-25.72
-20.40
-5.41
-24.19
141.80
44.35
-9.02
EEM
Emerging Markets
7.10
10.70
23.38
19.55
18.17
6.28
7.37
 11.01 15.96 16.01 16.74 1.78 1.14 0.39 0.44 -12.51 -36.52 -36.52 1.45 0.17 0.20 4.45 18.52 15.57
28.93
6.49
8.95
-20.56
-3.61
17.03
18.20
-15.31
NORW
Norway
1.55
3.28
13.81
22.72
16.44
10.85
7.28
 14.26 17.42 22.20 21.47 1.59 0.94 0.49 0.34 -14.96 -30.84 -43.74 1.10 0.35 0.17 5.47 13.69 14.41
31.47
-2.50
4.97
-14.12
18.11
1.22
12.52
-8.03
EIRL
Ireland
0.19
0.58
16.28
1.35
24.31
12.61
7.23
 13.72 19.07 22.06 20.37 0.10 1.27 0.57 0.35 -14.54 -39.15 -39.15 1.67 0.32 0.18 6.39 13.57 12.62
17.05
-1.63
35.12
-18.81
13.72
9.62
28.14
-21.91
XLRE
Real Estate
0.33
2.49
2.36
-2.46
9.10
7.09
7.21
 11.70 17.39 19.24 17.14 -0.21 0.52 0.37 0.42 -16.42 -32.25 -32.25 0.55 0.22 0.22 6.01 15.98 12.09
6.00
5.09
12.36
-26.25
45.26
-2.11
28.69
-2.37
EWY
South Korea
10.88
11.59
48.22
28.23
21.60
6.06
7.10
 25.57 25.50 25.92 23.40 1.10 0.85 0.23 0.30 -22.36 -48.08 -48.08 0.97 0.13 0.15 8.92 26.67 22.16
57.40
-20.48
19.05
-26.60
-7.56
39.44
7.95
-20.38
EPOL
Poland
1.58
-0.19
16.97
40.26
49.85
17.75
7.09
 20.21 26.02 31.28 27.95 1.99 1.92 0.57 0.25 -18.87 -52.77 -60.36 2.64 0.34 0.12 5.15 18.08 25.28
56.99
-2.62
50.70
-24.62
12.22
-8.37
-6.14
-13.78
ENZL
New Zealand
2.39
0.70
10.21
-4.89
6.01
-2.22
6.78
 11.94 16.94 18.77 18.70 -0.41 0.35 -0.12 0.36 -19.32 -37.29 -37.29 0.31 -0.06 0.18 8.79 23.58 17.16
2.65
-4.87
2.97
-16.17
-11.38
20.04
30.10
0.35
CPER
Copper
6.65
-5.18
-5.06
5.82
13.63
9.91
6.76
 25.27 20.90 21.93 20.65 0.23 0.65 0.45 0.33 -13.24 -29.46 -34.19 1.03 0.34 0.20 6.66 13.15 13.90
19.24
4.23
4.55
-15.14
25.22
23.89
6.69
-21.94
EWU
United Kingdom
1.23
5.66
14.30
16.88
21.64
14.77
6.60
 10.20 13.11 15.55 15.58 1.66 1.65 0.95 0.42 -8.41 -21.24 -29.97 2.57 0.70 0.22 2.82 4.91 9.04
26.34
6.74
12.40
-4.38
18.22
-11.80
21.25
-14.28
EZA
South Africa
11.15
19.26
34.76
35.37
26.22
16.34
6.54
 18.22 23.48 23.40 25.47 1.94 1.12 0.70 0.26 -18.00 -33.64 -53.99 1.46 0.49 0.12 7.92 16.20 21.09
54.76
7.16
1.49
-5.13
7.92
-5.19
9.62
-25.23
PALL
Palladium
12.85
13.48
26.09
24.56
-17.17
-12.01
6.13
 32.00 28.07 31.18 31.04 0.77 -0.61 -0.39 0.20 -58.42 -69.59 -69.59 -0.29 -0.17 0.09 47.20 49.18 35.76
36.70
-17.38
-38.77
-6.28
-23.26
25.26
53.94
17.23
EWK
Belgium
0.52
5.35
19.20
14.00
19.74
9.31
6.12
 12.55 15.55 18.74 17.53 1.12 1.27 0.50 0.35 -11.69 -32.34 -32.96 1.69 0.29 0.19 4.57 11.40 12.60
28.52
0.19
7.45
-13.93
12.87
0.00
25.92
-20.39
VNQ
US REITs
0.06
3.63
2.94
-2.41
8.93
7.01
6.10
 11.92 17.56 19.16 17.66 -0.20 0.51 0.37 0.35 -17.44 -32.77 -32.77 0.51 0.21 0.19 6.46 16.32 12.94
5.70
4.81
11.81
-26.24
40.52
-4.68
28.87
-6.02
BNO
Brent Oil
-0.89
2.95
-3.41
6.15
3.23
23.05
6.09
 23.33 21.32 27.72 34.59 0.26 0.15 0.83 0.18 -19.66 -28.14 -69.90 0.16 0.82 0.09 8.88 12.19 22.74
0.33
9.67
-3.43
35.25
62.34
-38.23
36.01
-15.30
EWW
Mexico
10.12
12.63
36.27
33.39
19.45
18.86
5.51
 16.72 22.73 23.14 24.05 2.00 0.86 0.82 0.23 -29.73 -29.73 -46.59 0.65 0.63 0.12 13.40 11.56 16.67
48.32
-28.22
40.32
1.26
20.31
-3.05
12.64
-14.59
DBC
Commodities
1.44
3.30
0.13
6.57
1.56
13.91
5.46
 11.19 11.14 15.33 16.01 0.59 0.14 0.91 0.34 -12.97 -22.97 -37.77 0.12 0.61 0.14 6.03 13.02 13.84
5.38
2.18
-6.19
19.34
41.36
-7.84
11.84
-11.62
HYG
US High Yield Bonds
0.89
2.14
5.97
7.14
10.53
4.66
5.10
 3.56 5.78 7.74 7.55 2.01 1.82 0.60 0.68 -2.64 -15.25 -15.25 3.99 0.31 0.33 0.84 5.48 4.26
7.27
7.97
11.01
-10.99
3.75
4.48
14.09
-2.03
PPLT
Platinum
14.10
16.29
56.38
59.11
21.37
11.21
4.98
 31.80 25.85 24.29 23.39 1.86 0.83 0.46 0.21 -18.58 -30.16 -38.34 1.15 0.37 0.13 10.27 18.38 20.22
72.04
-8.90
-8.18
10.43
-10.75
10.78
20.85
-14.95
UAE
United Arab Emirates
-2.53
0.91
15.15
28.79
11.52
16.11
4.85
 11.93 14.37 16.92 17.73 2.41 0.80 0.95 0.27 -10.86 -23.62 -42.37 1.06 0.68 0.11 4.76 12.42 14.77
18.72
15.26
2.90
-5.31
44.10
-7.26
1.58
-14.42
EWH
Hong Kong
1.84
8.51
25.74
20.42
9.93
3.04
4.56
 13.62 24.31 21.45 19.53 1.50 0.41 0.14 0.23 -26.52 -40.35 -40.35 0.37 0.08 0.11 15.84 24.55 18.49
32.16
0.01
-13.86
-6.82
-3.48
4.19
10.71
-8.73
FXI
China
5.73
11.92
16.41
33.24
20.04
1.96
4.08
 14.69 31.89 28.53 24.03 2.26 0.63 0.07 0.17 -29.42 -56.74 -56.74 0.68 0.03 0.07 12.85 32.85 25.32
37.06
28.98
-12.42
-20.67
-20.05
8.93
14.87
-13.26
EMB
Emerg. Market Bonds
1.57
4.10
7.87
7.57
11.77
1.66
3.70
 5.76 9.24 10.36 10.08 1.31 1.27 0.16 0.37 -6.24 -26.75 -26.75 1.89 0.06 0.14 1.77 12.59 9.33
10.75
5.54
10.23
-18.64
-2.24
5.42
15.48
-5.47
GXG
Colombia
2.66
13.84
22.85
49.79
25.09
12.51
3.63
 14.94 20.23 26.10 27.13 3.33 1.24 0.48 0.13 -13.10 -41.89 -49.79 1.92 0.30 0.07 6.11 21.96 26.21
48.18
4.68
24.92
-25.06
-11.48
-16.32
30.40
-19.90
PFF
US Preferred Stocks
1.03
4.73
6.37
1.52
6.25
2.68
3.59
 6.27 10.94 11.03 10.02 0.24 0.57 0.24 0.36 -11.18 -20.63 -20.63 0.56 0.13 0.17 3.92 9.83 7.36
5.12
7.24
8.62
-18.80
7.13
7.44
15.92
-4.63
ECH
Chile
0.46
4.80
12.91
23.83
15.71
11.05
3.16
 16.48 18.87 25.70 26.09 1.45 0.83 0.43 0.12 -21.77 -29.46 -59.61 0.72 0.38 0.05 9.62 13.55 34.19
34.47
-8.67
8.97
25.17
-20.02
-7.11
-17.79
-18.96
QAT
Qatar
-2.35
4.89
12.15
9.64
1.84
5.67
3.08
 7.41 13.56 13.73 16.72 1.30 0.14 0.41 0.18 -20.52 -27.26 -31.09 0.09 0.21 0.10 10.71 13.75 13.07
11.58
5.20
2.71
-7.23
14.42
6.85
-0.33
20.06
LQD
US Invest. Grade Bonds
1.88
2.85
4.92
3.14
7.33
-0.24
3.07
 5.90 9.47 9.82 8.29 0.53 0.77 -0.02 0.37 -7.89 -23.27 -23.27 0.93 -0.01 0.13 2.36 12.15 8.78
7.53
0.86
9.41
-17.93
-1.85
10.97
17.37
-3.79
VNM
Vietnam
-2.46
29.75
42.95
39.59
12.58
5.22
3.04
 24.94 27.40 25.03 23.20 1.59 0.46 0.21 0.13 -23.75 -46.50 -46.50 0.53 0.11 0.07 11.77 29.98 24.77
55.40
-11.15
15.02
-43.75
22.05
9.84
9.13
-16.83
EWM
Malaysia
4.22
6.49
14.71
-0.31
12.38
3.53
2.74
 14.53 15.02 15.74 15.18 -0.02 0.82 0.22 0.18 -14.33 -23.78 -33.72 0.86 0.15 0.08 7.78 12.11 18.12
7.93
19.46
-3.61
-5.98
-7.41
3.17
-1.42
-6.27
TIP
US TIPS
0.42
2.05
2.49
3.59
4.56
0.92
2.68
 4.07 4.81 6.24 5.12 0.88 0.95 0.15 0.52 -5.35 -14.76 -14.76 0.85 0.06 0.18 1.68 8.02 5.74
6.85
1.65
3.27
-13.10
5.67
10.84
8.35
-1.42
EMIF
Emerging Markets Infrastructure
4.26
7.58
24.13
16.64
14.48
7.92
2.36
 11.01 14.04 17.10 17.92 1.51 1.03 0.46 0.13 -14.23 -22.13 -39.25 1.02 0.36 0.06 4.72 8.33 20.44
26.03
1.21
5.68
-12.57
3.72
-19.97
16.32
-13.69
THD
Thailand
2.86
16.68
15.95
-11.97
-0.23
1.64
2.20
 17.99 19.74 20.72 19.82 -0.67 -0.01 0.08 0.11 -31.08 -31.08 -39.98 -0.01 0.05 0.05 19.88 16.24 19.53
-0.32
-2.21
-12.63
1.22
1.85
-9.87
8.33
-8.21
EIDO
Indonesia
-0.68
-0.45
10.55
-18.68
-5.51
3.36
2.19
 19.88 17.05 18.37 21.26 -0.94 -0.32 0.18 0.10 -30.29 -30.29 -48.60 -0.18 0.11 0.05 14.08 11.76 18.79
-2.49
-13.01
2.57
-0.15
-0.60
-7.14
5.30
-10.89
TUR
Turkey
-3.00
6.11
5.90
-4.08
18.95
14.95
2.14
 19.10 31.10 32.87 32.66 -0.21 0.61 0.45 0.07 -28.35 -30.79 -58.39 0.67 0.49 0.04 13.46 15.08 32.48
-3.08
12.91
-8.67
105.81
-27.48
-1.20
14.41
-41.48
BNDX
International Bonds
0.53
0.55
2.63
2.72
4.99
-0.08
2.11
 2.98 4.74 5.20 4.32 0.91 1.05 -0.02 0.49 -2.75 -14.88 -14.88 1.81 -0.01 0.14 0.84 7.84 5.61
2.56
3.56
8.78
-12.76
-2.28
4.65
7.87
2.81
BIL
US Cash
0.33
1.06
2.11
4.35
4.71
2.90
1.94
 0.09 0.22 0.66 0.57 50.23 21.70 4.42 3.41 0.00 -0.13 -0.16 471.27 22.67 11.74 0.00 0.04 0.04
3.14
5.19
4.94
1.40
-0.10
0.40
2.03
1.74
BND
US Total Bond Market
1.11
2.00
3.26
2.87
4.85
-0.51
1.80
 4.45 6.37 6.35 5.15 0.64 0.76 -0.08 0.35 -6.03 -17.08 -17.28 0.80 -0.03 0.10 1.80 9.34 6.82
6.13
1.38
5.41
-13.11
-1.86
7.71
8.83
-0.12
TLT
US Long Term Treasuries
3.59
2.42
0.39
-4.90
-0.87
-8.77
-0.62
 11.85 15.51 14.75 13.59 -0.41 -0.06 -0.59 -0.05 -20.29 -45.40 -47.75 -0.04 -0.19 -0.01 8.86 30.46 24.14
5.35
-8.05
2.51
-31.24
-4.60
18.15
14.12
-1.61
EPHE
Philippines
-5.01
-8.41
-0.65
-12.97
6.11
0.34
-2.06
 16.24 18.89 20.37 19.43 -0.80 0.32 0.02 -0.11 -19.26 -32.20 -41.45 0.32 0.01 -0.05 8.77 16.07 22.49
0.42
-1.41
1.26
-15.86
-2.22
-3.94
8.50
-17.50
USO
WTI Crude Oil
-1.46
0.88
-4.63
5.48
4.15
21.12
-4.55
 24.98 22.35 27.67 37.98 0.22 0.19 0.76 -0.12 -21.40 -29.06 -84.60 0.19 0.73 -0.05 8.89 13.34 42.37
-2.38
13.35
-4.94
28.97
64.68
-67.79
32.61
-19.57
UNG
Natural Gas
1.87
-14.46
-39.52
-19.96
-48.11
-22.13
-23.31
 48.56 51.86 62.17 53.10 -0.41 -0.93 -0.36 -0.44 -86.41 -89.96 -93.16 -0.56 -0.25 -0.25 74.50 63.58 65.81
-22.25
-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.
Readings that may interest you

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