Investment Theme Returns

Returns as of 31 May 2026
Currency: USD

The best performing in the last 10 Years is Information Technology, that granted a +25.44% annualized return.

The worst is Natural Gas, with a -19.94% 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 May 2026

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

INVESTMENT THEMES - USD CURRENCY
Return - Risk - Drawdown
Last Update as of 31 May 2026
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Apr 2026. Pending updates, the monthly inflation is set at 0% for the subsequent periods. Inflation (annualized) is 1Y: 3.69% , 3Y: 3.10% , 5Y: 4.37% , 10Y: 3.33%
Returns over 1 year are annualized. Last update: 31 May 2026.
Risk is represented as the annualized Standard Deviation of monthly returns.
High values of Standard Deviation mean high fluctuations in prices.
Last update: 31 May 2026.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Assets usually grant less severe drawdowns.
Last update: 31 May 2026.
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Apr 2026. Pending updates, the monthly inflation is set at 0% for the subsequent periods. 2026: 1.96%, 2025: 2.65%, 2024: 2.90%, 2023: 3.32%
Last update: 31 May 2026.
Swipe left to see all data
Return (%) - May 31, 2026
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 2026 2025 2024 2023 2022 2021 2020 2019
XLK
Information Technology
19.76
37.83
33.85
66.40
33.41
23.46
25.44
 28.25 22.20 23.65 20.64 2.35 1.50 0.99 1.23 -11.36 -31.22 -31.22 2.94 0.75 0.81 4.23 10.84 8.31
32.85
24.61
21.63
56.02
-27.73
34.83
43.62
49.86
QQQ
US Technology
10.57
21.73
19.53
42.91
29.25
17.90
21.79
 19.24 17.00 20.72 18.83 2.23 1.72 0.86 1.16 -10.08 -32.58 -32.58 2.90 0.55 0.67 3.33 12.50 9.35
20.34
20.77
25.58
54.86
-32.58
27.42
48.40
38.96
EWT
Taiwan
14.35
35.83
66.64
105.23
39.32
19.43
20.48
 28.89 22.81 24.36 21.12 3.64 1.72 0.80 0.97 -9.58 -37.46 -37.46 4.10 0.52 0.55 3.41 13.47 10.47
61.78
28.38
12.45
29.00
-28.84
28.94
31.50
33.33
VUG
US Large Cap Growth
7.73
16.78
9.76
30.69
27.23
15.33
18.37
 18.32 17.15 20.37 18.31 1.68 1.59 0.75 1.00 -12.25 -33.15 -33.15 2.22 0.46 0.55 3.99 13.51 10.03
10.32
19.40
32.69
46.83
-33.15
27.34
40.22
37.03
ARGT
Argentina
7.23
8.85
5.65
9.20
36.70
27.69
17.90
 40.62 35.17 33.36 33.10 0.23 1.04 0.83 0.54 -22.62 -30.81 -55.87 1.62 0.90 0.32 6.72 9.62 19.04
6.88
11.51
63.46
53.64
10.36
3.83
14.57
14.50
EWY
South Korea
28.04
35.98
131.60
247.11
52.15
19.95
17.45
 51.21 39.48 36.10 29.52 4.83 1.32 0.55 0.59 -22.36 -48.08 -48.08 2.33 0.42 0.36 9.31 26.79 22.17
111.72
95.33
-20.48
19.05
-26.60
-7.56
39.44
7.95
SLV
Silver
2.51
-19.60
33.43
127.77
46.78
21.41
16.23
 39.26 30.80 29.77 29.36 3.25 1.52 0.72 0.55 -21.57 -35.98 -36.79 2.17 0.60 0.44 7.31 15.55 17.54
6.07
144.66
20.89
-1.09
2.37
-12.45
47.30
14.88
HACK
Cyber Security
25.36
35.80
18.71
21.48
26.38
11.35
15.65
 27.53 20.22 20.99 20.11 0.78 1.30 0.54 0.78 -16.43 -33.99 -33.99 1.61 0.33 0.46 5.32 16.11 11.97
23.62
7.89
23.49
37.44
-28.15
7.00
41.33
23.39
SPY
US Large Cap Blend
5.26
10.58
11.33
29.82
23.45
14.04
15.56
 12.58 13.08 15.72 15.26 2.37 1.79 0.89 1.02 -8.33 -23.93 -23.93 2.82 0.59 0.65 2.73 7.88 6.35
11.24
17.72
24.89
26.18
-18.17
28.74
18.37
31.22
VTI
US Total Stock Market
5.18
10.31
11.44
30.03
23.25
12.88
15.11
 12.44 13.54 15.96 15.70 2.41 1.72 0.81 0.96 -9.11 -24.81 -24.81 2.55 0.52 0.61 2.99 8.63 6.88
11.46
17.10
23.81
26.05
-19.51
25.67
21.03
30.67
EPU
Peru
8.06
-8.60
33.59
88.15
48.77
26.25
14.98
 29.17 23.71 25.74 24.26 3.02 2.06 1.02 0.62 -15.42 -31.60 -45.01 3.16 0.83 0.33 5.50 12.22 17.08
18.55
86.88
21.72
25.34
2.13
-11.83
-4.31
7.31
XT
Exponential Techonologies
9.55
15.60
21.25
47.88
19.73
8.54
14.80
 16.28 17.65 19.47 17.70 2.94 1.12 0.44 0.84 -16.15 -32.25 -32.25 1.22 0.26 0.46 4.24 13.86 10.20
20.19
26.28
0.29
27.03
-27.82
16.43
35.09
30.73
EWO
Austria
5.53
8.71
24.82
46.17
34.91
15.44
14.25
 14.28 15.21 20.54 22.51 3.23 2.29 0.75 0.63 -9.40 -37.60 -47.58 3.71 0.41 0.30 3.36 12.48 16.91
16.13
74.20
4.06
20.63
-21.92
31.54
-3.68
17.07
GREK
Greece
6.30
5.21
16.23
40.13
34.50
24.53
14.11
 20.23 19.90 21.47 25.83 1.98 1.73 1.14 0.55 -14.95 -25.28 -47.13 2.31 0.97 0.30 4.97 7.21 17.19
12.82
76.11
9.54
42.69
0.98
6.16
-14.48
50.20
XLI
Industrials
-0.83
-1.99
13.35
22.86
23.19
12.19
13.95
 14.77 16.50 18.15 18.74 1.55 1.41 0.67 0.74 -10.56 -20.74 -27.13 2.20 0.59 0.51 3.75 5.69 6.35
11.92
19.35
17.31
18.13
-5.58
21.09
10.96
29.09
GLD
Gold
-1.54
-13.77
7.54
37.39
31.77
18.52
13.65
 21.55 16.26 15.76 14.70 1.74 1.95 1.17 0.93 -13.77 -15.91 -18.08 2.31 1.16 0.75 3.83 5.42 6.65
5.25
63.68
26.66
12.69
-0.77
-4.15
24.81
17.86
EWI
Italy
2.79
3.56
13.63
28.13
30.53
16.17
13.11
 11.99 15.24 19.57 21.54 2.35 2.00 0.83 0.61 -10.75 -32.87 -33.30 2.84 0.49 0.39 3.30 9.22 11.46
9.28
55.72
10.23
30.64
-14.10
14.41
1.67
26.97
XLY
Consumer Discretionary
2.13
3.64
2.64
13.96
17.78
7.81
12.99
 12.85 18.49 22.19 20.22 1.09 0.96 0.35 0.64 -14.80 -36.27 -36.27 1.20 0.22 0.36 5.17 15.33 11.34
1.43
7.37
26.51
39.64
-36.27
27.93
29.63
28.39
BNO
Brent Oil
-13.57
45.33
73.43
87.86
27.53
23.50
12.90
 52.78 36.47 33.53 37.39 1.66 0.75 0.70 0.34 -19.66 -28.14 -69.90 1.40 0.84 0.18 7.91 12.65 21.73
78.64
-5.44
9.67
-3.43
35.25
62.34
-38.23
36.01
EWN
Netherlands
6.90
6.75
19.65
33.46
20.51
8.81
12.89
 19.18 18.25 22.14 19.66 1.74 1.12 0.40 0.66 -16.18 -41.29 -41.29 1.27 0.21 0.31 5.68 15.72 12.15
17.55
34.87
1.67
22.09
-24.41
22.74
23.22
32.46
VT
World All Countries
4.58
7.20
13.39
30.57
22.11
11.22
12.83
 11.96 12.32 14.88 14.74 2.56 1.79 0.75 0.87 -9.69 -25.52 -25.52 2.28 0.44 0.50 2.57 8.31 6.93
12.36
22.43
16.49
22.03
-18.01
18.27
16.61
26.82
CWB
US Convertible Bonds
7.12
14.98
20.34
37.79
19.64
7.22
12.80
 13.03 12.19 13.11 13.90 2.90 1.61 0.55 0.92 -9.38 -26.54 -26.54 2.09 0.27 0.48 2.71 13.63 9.93
21.77
16.61
10.06
14.49
-20.81
2.17
53.39
22.39
EIS
Israel
5.30
15.92
34.03
65.05
40.07
16.60
12.74
 17.33 20.53 20.79 19.73 3.75 1.95 0.80 0.65 -18.43 -38.63 -38.63 2.17 0.43 0.33 3.96 16.52 12.53
25.14
45.11
34.50
5.46
-27.03
22.84
12.01
20.94
ICLN
Global Clean Energy
13.48
29.36
39.81
89.47
10.52
1.96
12.46
 19.53 25.99 27.53 26.94 4.58 0.40 0.07 0.46 -38.14 -53.99 -60.77 0.28 0.04 0.21 22.15 32.79 30.09
43.46
47.05
-25.72
-20.40
-5.41
-24.19
141.80
44.35
XLF
Financials
-1.06
0.81
-2.44
2.78
19.46
8.17
12.42
 10.18 14.42 17.56 19.27 0.27 1.35 0.47 0.64 -9.40 -23.13 -31.75 2.07 0.35 0.39 3.30 8.64 9.37
-5.34
14.90
30.56
12.03
-10.60
34.82
-1.68
31.87
VTV
US Large Cap Value
2.45
2.78
12.41
26.26
19.04
11.29
12.42
 9.16 11.69 13.91 14.61 2.87 1.63 0.81 0.85 -8.08 -15.33 -25.07 2.36 0.74 0.50 2.80 3.87 5.25
11.54
15.27
15.95
9.32
-2.07
26.51
2.26
25.65
EPOL
Poland
5.55
6.24
22.90
40.29
39.73
16.42
11.79
 12.85 21.39 27.76 27.23 3.13 1.86 0.59 0.43 -18.87 -52.77 -60.36 2.11 0.31 0.20 4.92 17.97 24.91
15.12
77.34
-2.62
50.70
-24.62
12.22
-8.37
-6.14
IJK
US Mid Cap Growth
4.93
7.11
17.52
30.34
19.16
8.23
11.48
 11.47 16.56 18.55 17.99 2.65 1.16 0.44 0.64 -15.69 -25.49 -25.49 1.22 0.32 0.45 5.58 10.41 8.44
17.86
7.28
15.68
17.41
-19.03
18.68
22.44
25.96
EWC
Canada
0.36
1.43
12.59
32.86
23.43
11.46
11.48
 11.68 13.72 16.36 17.03 2.81 1.71 0.70 0.67 -12.03 -22.93 -26.90 1.95 0.50 0.43 3.07 8.00 7.38
9.05
35.92
12.38
14.73
-12.95
27.00
5.52
27.56
IJH
US Mid Cap Blend
2.51
4.59
13.27
25.96
17.41
8.03
11.25
 10.63 16.24 18.03 18.50 2.44 1.07 0.45 0.61 -14.99 -21.57 -29.70 1.16 0.37 0.38 5.38 7.69 7.35
13.29
7.42
13.92
16.40
-13.10
24.71
13.58
26.10
EWP
Spain
2.19
1.17
13.66
37.17
33.07
17.11
11.14
 9.89 16.34 19.04 20.78 3.76 2.02 0.90 0.54 -9.76 -32.46 -38.72 3.39 0.53 0.29 3.32 9.96 14.85
7.42
78.03
5.70
30.26
-5.16
0.27
-3.95
11.91
IJT
US Small Cap Growth
1.15
7.46
14.67
28.50
16.35
5.60
10.86
 13.70 18.99 19.77 20.08 2.08 0.86 0.28 0.54 -18.75 -26.22 -32.91 0.87 0.21 0.33 6.94 12.33 11.29
15.89
5.26
9.33
17.11
-21.32
22.37
19.22
20.99
CPER
Copper
6.38
5.37
20.38
32.36
19.77
6.14
10.81
 21.20 19.84 20.67 20.46 1.53 1.00 0.30 0.53 -13.24 -29.46 -34.19 1.49 0.21 0.32 5.47 13.17 13.62
11.16
38.95
4.23
4.55
-15.14
25.22
23.89
6.69
IJR
US Small Cap Blend
1.14
7.08
15.43
33.40
16.32
5.86
10.76
 12.70 19.30 19.83 20.70 2.63 0.85 0.30 0.52 -19.88 -23.11 -36.12 0.82 0.25 0.30 7.31 9.83 10.52
15.56
5.89
8.63
16.06
-16.19
26.60
11.28
22.82
VOE
US Mid Cap Value
-0.08
0.66
10.76
23.08
17.63
8.57
10.57
 9.61 13.92 16.11 17.18 2.40 1.27 0.53 0.62 -11.64 -17.81 -31.25 1.52 0.48 0.34 4.23 5.60 6.76
10.28
12.08
14.00
9.86
-7.95
28.76
2.59
27.84
XLB
Materials
-0.62
-3.81
15.53
20.81
13.09
5.31
10.30
 15.39 16.76 19.42 18.47 1.35 0.78 0.27 0.56 -12.24 -23.73 -26.15 1.07 0.22 0.39 5.71 8.02 7.65
13.29
9.94
0.15
12.45
-12.31
27.45
20.52
24.13
IJS
US Small Cap Value
1.08
6.61
16.03
38.64
15.99
5.87
10.15
 12.30 19.99 20.60 22.06 3.14 0.80 0.29 0.46 -20.98 -20.98 -40.32 0.76 0.28 0.25 7.80 8.34 10.85
15.13
6.54
7.33
14.68
-11.33
30.53
2.63
24.12
XLC
Communication Services
-0.70
-1.69
0.91
15.51
24.31
9.09
10.12
 13.19 13.08 18.28 17.70 1.18 1.86 0.50 0.57 -7.38 -43.46 -43.46 3.29 0.21 0.23 2.56 18.97 14.53
-1.41
23.08
34.71
52.82
-37.63
15.96
26.91
31.05
EEM
Emerging Markets
7.20
9.62
28.10
54.34
24.60
7.04
9.97
 18.68 15.44 17.57 17.06 2.91 1.59 0.40 0.58 -12.51 -36.52 -36.52 1.97 0.19 0.27 4.13 18.56 15.51
25.39
33.98
6.49
8.95
-20.56
-3.61
17.03
18.20
EWL
Switzerland
2.87
-3.00
9.18
16.57
13.21
7.44
9.81
 14.54 14.96 16.74 14.58 1.14 0.88 0.44 0.67 -13.04 -27.53 -27.53 1.01 0.27 0.36 4.64 9.85 7.75
5.29
32.92
-2.81
17.70
-18.86
20.19
11.79
31.58
XLE
Energy
-5.63
1.32
26.35
42.52
17.47
20.99
9.72
 19.27 18.99 25.68 29.63 2.21 0.92 0.82 0.33 -14.36 -17.12 -58.14 1.22 1.23 0.17 5.30 6.17 18.34
26.72
7.88
5.56
-0.63
64.17
53.31
-32.51
11.73
CGW
Global Water
-4.01
-8.87
-1.58
3.96
10.83
4.88
9.62
 10.95 15.18 18.38 16.25 0.36 0.71 0.27 0.59 -14.17 -32.28 -32.28 0.76 0.15 0.30 4.82 12.77 9.72
-0.86
18.10
4.55
15.50
-21.99
31.71
15.42
34.04
EWD
Sweden
2.01
-3.62
11.45
20.14
18.29
5.07
9.58
 16.42 19.12 22.66 20.52 1.23 0.96 0.22 0.47 -14.01 -40.26 -40.26 1.31 0.13 0.24 4.96 16.65 13.06
7.13
36.54
-3.91
25.07
-27.79
22.86
22.26
21.74
XLV
Healthcare
2.38
-6.31
-4.39
14.70
7.12
5.48
9.45
 14.62 13.60 14.69 14.43 1.01 0.52 0.37 0.65 -15.62 -15.62 -15.62 0.46 0.35 0.61 6.47 6.41 5.46
-3.05
14.50
2.47
2.06
-2.09
25.59
13.34
20.45
XLU
Utilities
-5.19
-6.28
-0.55
11.53
14.47
9.50
9.44
 14.68 14.93 16.58 15.40 0.79 0.97 0.57 0.61 -11.42 -17.63 -18.82 1.27 0.54 0.50 4.21 6.46 6.61
4.78
16.02
23.31
-7.17
1.42
16.81
0.57
25.91
EWQ
France
1.41
-3.97
3.66
11.22
10.64
6.66
9.32
 12.62 14.29 18.09 18.54 0.89 0.74 0.37 0.50 -12.01 -29.04 -29.04 0.89 0.23 0.32 4.72 8.23 8.50
2.18
28.90
-5.63
21.72
-11.99
21.47
2.85
26.67
EFA
EAFE Stocks
2.42
-0.55
12.09
22.22
17.77
8.67
9.26
 12.18 12.31 15.44 14.89 1.82 1.44 0.56 0.62 -10.13 -27.58 -27.58 1.76 0.31 0.34 3.35 8.06 7.79
9.13
31.55
3.49
18.38
-14.35
11.46
7.59
22.03
EWJ
Japan
4.33
0.64
16.18
31.16
19.62
8.88
9.21
 14.96 12.55 14.81 13.73 2.08 1.56 0.60 0.67 -8.59 -28.85 -28.85 2.29 0.31 0.32 3.00 10.41 8.97
15.14
25.84
7.03
20.32
-17.72
1.17
15.41
19.33
NORW
Norway
-1.32
6.40
33.44
38.24
24.51
8.07
9.16
 14.92 16.12 20.41 21.45 2.56 1.52 0.40 0.43 -9.47 -30.84 -43.74 2.59 0.26 0.21 3.43 13.68 14.32
26.70
32.60
-2.50
4.97
-14.12
18.11
1.22
12.52
DBC
Commodities
-5.21
17.45
32.14
45.94
15.16
12.74
9.02
 17.69 14.51 15.91 16.49 2.60 1.04 0.80 0.55 -8.92 -22.97 -37.77 1.70 0.55 0.24 4.05 13.27 13.69
31.84
8.10
2.18
-6.19
19.34
41.36
-7.84
11.84
EWZ
Brazil
-9.55
-7.28
10.59
39.14
14.63
6.57
8.98
 25.12 24.71 26.73 31.21 1.56 0.59 0.25 0.29 -30.41 -30.41 -50.35 0.48 0.22 0.18 12.94 14.56 19.83
13.03
48.81
-30.41
32.60
12.35
-17.27
-20.33
27.65
PALL
Palladium
-10.89
-23.98
-6.78
39.05
-0.76
-14.05
8.89
 33.75 29.58 32.08 30.65 1.16 -0.03 -0.44 0.29 -33.87 -68.26 -69.59 -0.02 -0.21 0.13 22.56 50.49 37.60
-15.08
74.07
-17.38
-38.77
-6.28
-23.26
25.26
53.94
EWA
Australia
-0.81
-2.79
15.09
17.03
14.17
6.11
8.56
 15.31 16.23 19.99 18.84 1.11 0.87 0.31 0.45 -12.08 -23.37 -31.36 1.17 0.26 0.27 4.92 7.92 7.83
11.68
13.35
1.60
13.83
-5.86
8.95
8.26
22.41
EDEN
Denmark
2.24
3.83
2.43
0.08
4.01
2.47
8.51
 18.37 16.47 19.38 17.67 0.00 0.24 0.13 0.48 -19.94 -34.38 -34.38 0.20 0.07 0.25 10.69 12.70 10.16
-1.85
10.59
-3.94
17.99
-11.44
14.80
42.55
24.37
EZA
South Africa
1.74
-14.94
9.69
41.88
30.08
10.20
8.48
 25.56 22.48 24.45 25.21 1.64 1.34 0.42 0.34 -16.91 -33.64 -53.99 1.78 0.30 0.16 8.23 16.58 21.01
0.89
75.20
7.16
1.49
-5.13
7.92
-5.19
9.62
IGF
Global Infrastructure
-2.82
-3.99
7.33
16.65
16.68
10.47
8.48
 10.51 12.32 14.39 15.16 1.58 1.35 0.73 0.56 -11.88 -17.00 -29.59 1.40 0.62 0.29 3.16 4.86 7.18
8.54
21.31
14.81
6.13
-1.23
11.58
-6.50
25.81
EIRL
Ireland
2.90
1.10
5.43
19.04
13.79
6.58
8.08
 13.73 16.69 21.12 20.46 1.39 0.83 0.31 0.40 -14.54 -39.15 -39.15 0.95 0.17 0.21 6.54 13.60 12.49
3.43
28.82
-1.63
35.12
-18.81
13.72
9.62
28.14
EWS
Singapore
1.76
2.50
6.44
19.53
22.32
9.17
8.02
 6.88 12.04 14.34 16.55 2.84 1.85 0.64 0.48 -12.66 -24.34 -32.07 1.76 0.38 0.25 4.13 10.50 12.34
7.20
31.35
22.10
6.17
-9.79
5.56
-8.49
14.53
EWU
United Kingdom
-0.47
-3.59
10.86
22.28
18.42
11.10
7.97
 10.58 11.00 14.26 15.47 2.11 1.67 0.78 0.52 -8.41 -21.24 -29.97 2.19 0.52 0.27 2.90 4.99 8.68
6.71
34.95
6.74
12.40
-4.38
18.22
-11.80
21.25
EWG
Germany
2.77
-2.05
6.13
5.20
18.43
6.56
7.89
 14.32 15.91 20.25 19.67 0.36 1.16 0.32 0.40 -14.12 -41.66 -41.66 1.31 0.16 0.19 4.10 14.73 14.10
2.19
35.78
9.79
23.36
-22.20
5.84
10.57
19.15
KSA
Saudi Arabia
-0.90
4.25
4.75
4.09
1.90
2.58
7.80
 17.98 14.86 17.41 17.90 0.23 0.13 0.15 0.44 -12.80 -27.10 -30.48 0.15 0.10 0.26 6.57 14.59 12.59
6.43
-8.20
-0.19
15.04
-6.07
33.56
2.63
9.30
XLP
Consumer Staples
-1.66
-7.37
5.89
2.86
7.38
5.95
7.48
 15.30 12.13 13.43 13.11 0.19 0.61 0.44 0.57 -9.81 -12.86 -13.63 0.75 0.46 0.55 3.88 4.25 4.57
7.33
1.52
12.20
-0.82
-0.83
17.20
10.15
27.43
EWW
Mexico
2.60
-3.10
16.83
35.25
13.09
13.77
7.39
 15.73 20.28 21.90 23.91 2.24 0.65 0.63 0.31 -29.73 -29.73 -46.59 0.44 0.46 0.16 13.46 11.58 16.43
13.13
53.64
-28.22
40.32
1.26
20.31
-3.05
12.64
INDA
India
-1.74
-7.10
-11.24
-10.59
5.53
3.35
7.03
 14.38 13.38 13.66 17.38 -0.74 0.41 0.25 0.40 -19.39 -19.39 -34.00 0.28 0.17 0.21 8.08 8.06 8.79
-10.16
2.68
8.63
17.16
-8.94
21.41
14.83
6.49
XLRE
Real Estate
-0.92
1.02
7.44
9.08
10.62
3.58
6.79
 13.08 16.77 19.32 17.08 0.69 0.63 0.19 0.40 -12.64 -32.25 -32.25 0.84 0.11 0.21 4.90 16.20 12.22
9.75
2.63
5.09
12.36
-26.25
45.26
-2.11
28.69
EWK
Belgium
5.23
1.51
11.78
25.34
18.36
6.30
6.62
 13.92 14.32 16.50 17.63 1.82 1.28 0.38 0.38 -11.69 -32.34 -32.96 1.57 0.19 0.20 4.48 11.42 12.59
10.95
35.34
0.19
7.45
-13.93
12.87
0.00
25.92
PPLT
Platinum
-2.95
-18.74
14.36
80.36
23.69
9.58
6.37
 39.42 28.98 26.28 24.03 2.04 0.82 0.36 0.27 -18.74 -29.15 -38.34 1.26 0.33 0.17 7.76 17.82 20.28
-6.40
124.48
-8.90
-8.18
10.43
-10.75
10.78
20.85
UAE
United Arab Emirates
1.56
-8.52
6.14
9.86
14.58
9.76
5.98
 19.48 15.53 16.83 17.58 0.51 0.94 0.58 0.34 -12.65 -23.62 -42.37 1.15 0.41 0.14 4.62 12.68 14.70
2.14
21.34
15.26
2.90
-5.31
44.10
-7.26
1.58
GXG
Colombia
1.43
0.57
10.29
46.17
35.74
13.83
5.66
 20.97 20.89 24.36 26.72 2.20 1.71 0.57 0.21 -13.10 -41.89 -49.79 2.73 0.33 0.11 5.76 21.42 26.10
9.82
68.88
4.68
24.92
-25.06
-11.48
-16.32
30.40
VNQ
US REITs
-0.65
1.08
6.86
11.40
10.53
2.99
5.44
 12.97 16.80 19.04 17.68 0.88 0.63 0.16 0.31 -13.64 -32.77 -32.77 0.77 0.09 0.17 5.17 16.57 13.09
9.30
3.25
4.81
11.81
-26.24
40.52
-4.68
28.87
EWH
Hong Kong
-2.57
-4.54
7.25
28.66
11.79
-0.13
5.18
 13.42 18.23 21.39 19.33 2.14 0.65 -0.01 0.27 -20.32 -40.35 -40.35 0.58 0.00 0.13 10.53 24.64 18.49
8.75
34.50
0.01
-13.86
-6.82
-3.48
4.19
10.71
ECH
Chile
0.53
-3.49
11.28
36.63
17.92
11.96
5.00
 21.12 20.50 25.17 26.28 1.73 0.87 0.48 0.19 -21.77 -21.77 -59.61 0.82 0.55 0.08 9.94 9.82 34.24
3.91
65.41
-8.67
8.97
25.17
-20.02
-7.11
-17.79
HYG
US High Yield Bonds
0.44
0.99
2.10
6.99
8.98
3.81
4.95
 2.48 4.52 7.61 7.31 2.82 1.99 0.50 0.68 -2.64 -15.25 -15.25 3.40 0.25 0.32 0.66 5.48 4.18
1.60
8.59
7.97
11.01
-10.99
3.75
4.48
14.09
QAT
Qatar
2.40
-1.18
3.08
6.34
6.15
3.98
4.54
 9.80 12.21 13.28 15.58 0.65 0.50 0.30 0.29 -14.35 -27.26 -28.55 0.43 0.15 0.16 5.18 13.90 12.08
2.19
8.82
5.20
2.71
-7.23
14.42
6.85
-0.33
EMQQ
Emerging Markets E-Commerce
-5.40
-9.77
-21.84
-14.58
7.01
-11.12
4.31
 18.81 20.54 27.77 25.91 -0.78 0.34 -0.40 0.17 -28.08 -63.96 -67.75 0.25 -0.17 0.06 10.37 43.66 36.56
-19.72
20.66
13.79
3.63
-30.70
-32.53
80.46
33.86
ENZL
New Zealand
4.73
-1.58
3.71
7.65
1.80
-3.20
4.03
 13.35 15.74 18.25 17.93 0.57 0.11 -0.18 0.22 -16.72 -33.74 -37.29 0.11 -0.09 0.11 7.37 21.24 18.33
3.23
2.46
-4.87
2.97
-16.17
-11.38
20.04
30.10
VNM
Vietnam
-0.74
-1.99
2.17
37.89
16.69
0.35
3.91
 24.32 24.85 25.02 23.21 1.56 0.67 0.01 0.17 -23.75 -46.50 -46.50 0.70 0.01 0.08 11.16 30.12 24.41
-1.99
66.55
-11.15
15.02
-43.75
22.05
9.84
9.13
THD
Thailand
3.89
-2.12
26.10
42.65
5.79
1.06
3.65
 22.89 21.06 20.20 20.61 1.86 0.28 0.05 0.18 -24.56 -31.08 -39.98 0.24 0.03 0.09 13.68 16.79 20.12
23.11
2.36
-2.21
-12.63
1.22
1.85
-9.87
8.33
EMB
Emerg. Market Bonds
1.09
-0.01
2.25
12.02
9.97
1.90
3.40
 5.37 7.30 10.20 10.10 2.24 1.36 0.19 0.34 -6.24 -26.75 -26.75 1.60 0.07 0.13 1.72 12.55 9.34
1.93
13.86
5.54
10.23
-18.64
-2.24
5.42
15.48
PFF
US Preferred Stocks
0.80
1.50
4.40
10.45
7.61
1.43
3.25
 6.40 8.44 10.99 10.13 1.63 0.90 0.13 0.32 -7.03 -20.63 -20.63 1.08 0.07 0.16 2.33 9.84 7.37
3.56
4.87
7.24
8.62
-18.80
7.13
7.44
15.92
USO
WTI Crude Oil
-12.24
57.52
81.64
92.24
28.65
23.23
3.12
 57.88 39.72 35.66 41.31 1.59 0.72 0.65 0.08 -21.40 -29.06 -84.60 1.34 0.80 0.04 9.07 13.92 41.31
86.65
-8.46
13.35
-4.94
28.97
64.68
-67.79
32.61
EWM
Malaysia
-2.72
-2.22
9.82
23.73
15.70
4.95
3.02
 11.84 13.47 15.34 14.45 2.00 1.17 0.32 0.21 -13.09 -20.55 -33.72 1.20 0.24 0.09 5.45 9.61 17.88
4.42
15.74
19.46
-3.61
-5.98
-7.41
3.17
-1.42
FXI
China
-4.73
-5.98
-10.37
2.66
13.26
-3.22
2.86
 14.08 20.58 28.48 23.53 0.19 0.64 -0.11 0.12 -26.63 -54.06 -56.74 0.50 -0.06 0.05 10.46 29.75 25.44
-8.46
28.95
28.98
-12.42
-20.67
-20.05
8.93
14.87
LQD
US Invest. Grade Bonds
0.86
-0.95
0.02
6.15
5.07
0.11
2.66
 3.80 7.65 9.63 8.24 1.62 0.66 0.01 0.32 -7.04 -22.99 -23.27 0.72 0.00 0.11 2.11 11.89 8.83
0.76
7.90
0.86
9.41
-17.93
-1.85
10.97
17.37
TUR
Turkey
-10.10
-5.98
15.20
30.67
11.17
14.22
2.53
 26.42 26.68 30.75 32.62 1.16 0.42 0.46 0.08 -28.35 -28.35 -58.39 0.39 0.50 0.04 13.22 13.17 32.14
10.98
-1.54
12.91
-8.67
105.81
-27.48
-1.20
14.41
TIP
US TIPS
0.19
-0.10
1.06
4.67
3.82
0.77
2.52
 2.71 4.17 6.18 5.10 1.72 0.91 0.12 0.49 -3.71 -14.76 -14.76 1.03 0.05 0.17 1.18 8.04 5.76
1.69
6.76
1.65
3.27
-13.10
5.67
10.84
8.35
EMIF
Emerging Markets Infrastructure
-5.12
-11.61
1.91
22.66
12.92
5.51
2.44
 15.94 14.20 16.22 17.85 1.42 0.91 0.34 0.14 -14.23 -22.13 -39.25 0.91 0.25 0.06 5.17 8.51 20.45
2.08
33.90
1.21
5.68
-12.57
3.72
-19.97
16.32
BIL
US Cash
0.32
0.90
1.81
3.89
4.65
3.40
2.18
 0.11 0.21 0.57 0.56 35.69 22.38 5.99 3.88 0.00 -0.09 -0.16 465.26 38.99 13.22 0.00 0.02 0.04
1.47
4.15
5.19
4.94
1.40
-0.10
0.40
2.03
BNDX
International Bonds
0.82
-1.11
0.40
2.13
4.07
0.44
1.79
 3.04 4.10 5.31 4.38 0.70 0.99 0.08 0.41 -2.14 -14.32 -14.88 1.90 0.03 0.12 0.82 7.37 5.62
0.93
2.87
3.56
8.78
-12.76
-2.28
4.65
7.87
BND
US Total Bond Market
0.28
-1.32
0.18
4.98
3.94
0.14
1.66
 3.07 5.38 6.34 5.18 1.62 0.73 0.02 0.32 -4.92 -16.55 -17.28 0.80 0.01 0.10 1.51 8.86 6.85
0.48
7.08
1.38
5.41
-13.11
-1.86
7.71
8.83
TLT
US Long Term Treasuries
0.53
-4.53
-2.79
3.91
-1.99
-6.11
-1.42
 8.32 13.66 14.54 13.61 0.47 -0.15 -0.42 -0.10 -17.86 -42.19 -47.75 -0.11 -0.14 -0.03 7.04 29.48 26.19
-0.14
4.25
-8.05
2.51
-31.24
-4.60
18.15
14.12
EPHE
Philippines
-1.41
-14.51
-4.59
-10.65
-0.15
-3.24
-3.22
 16.66 17.88 19.99 19.33 -0.64 -0.01 -0.16 -0.17 -19.26 -32.20 -41.45 -0.01 -0.10 -0.08 9.81 17.01 23.65
-4.25
1.56
-1.41
1.26
-15.86
-2.22
-3.94
8.50
EIDO
Indonesia
-14.80
-28.62
-31.21
-30.15
-15.21
-7.08
-3.27
 19.19 19.59 17.94 21.69 -1.57 -0.78 -0.39 -0.15 -40.49 -42.41 -48.60 -0.38 -0.17 -0.07 16.20 14.64 20.48
-31.98
4.90
-13.01
2.57
-0.15
-0.60
-7.14
5.30
UNG
Natural Gas
12.55
3.56
-19.01
-24.06
-21.65
-22.28
-19.94
 57.11 53.53 65.73 54.81 -0.42 -0.40 -0.34 -0.36 -64.67 -91.63 -92.91 -0.33 -0.24 -0.21 45.44 71.04 63.71
-2.69
-27.07
-17.11
-64.04
12.89
35.76
-45.43
-31.77
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.

You can also focus on more specific Investment Themes, like the following: