Investment Theme Returns

Returns as of 31 October 2025
Currency: USD

The best performing in the last 10 Years is Information Technology, that granted a +22.71% annualized return.

The worst is Natural Gas, with a -21.90% 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 October 2025

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

INVESTMENT THEMES - USD CURRENCY
Return - Risk - Drawdown
Last Update as of 31 October 2025
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Sep 2025. Pending updates, the monthly inflation is set at 0% for the subsequent periods. Inflation (annualized) is 1Y: 2.85% , 3Y: 2.89% , 5Y: 4.51% , 10Y: 3.16%
Returns over 1 year are annualized. Last update: 31 October 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 October 2025.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Assets usually grant less severe drawdowns.
Last update: 31 October 2025.
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Sep 2025. Pending updates, the monthly inflation is set at 0% for the subsequent periods. 2025: 2.13%, 2024: 2.90%, 2023: 3.32%, 2022: 6.41%
Last update: 31 October 2025.
Swipe left to see all data
Return (%) - Oct 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
6.68
14.59
43.62
36.15
34.00
23.08
22.71
 18.06 18.51 20.80 19.13 2.00 1.84 1.11 1.19 -11.36 -31.22 -31.22 2.99 0.74 0.73 3.63 10.66 8.24
29.92
21.63
56.02
-27.73
34.83
43.62
49.86
-1.66
QQQ
US Technology
4.78
11.47
32.61
30.72
32.13
19.21
19.58
 14.76 16.55 19.64 18.30 2.08 1.94 0.98 1.07 -10.08 -32.58 -32.58 3.19 0.59 0.60 3.32 12.44 9.42
23.52
25.58
54.86
-32.58
27.42
48.40
38.96
-0.12
ARGT
Argentina
35.31
14.12
10.23
31.04
46.35
33.61
17.99
 41.08 35.57 33.99 33.09 0.76 1.30 0.99 0.54 -22.62 -30.81 -55.87 2.05 1.09 0.32 6.45 9.54 19.08
14.27
63.46
53.64
10.36
3.83
14.57
14.50
-32.63
VUG
US Large Cap Growth
4.01
9.71
32.16
30.90
31.59
18.39
17.43
 15.67 16.47 19.52 17.80 1.97 1.92 0.94 0.98 -11.25 -33.15 -33.15 2.81 0.55 0.53 3.43 13.38 10.01
21.97
32.69
46.83
-33.15
27.34
40.22
37.03
-3.31
EWT
Taiwan
4.76
14.20
40.37
26.93
29.95
16.21
14.73
 16.91 20.40 20.84 19.00 1.59 1.47 0.78 0.78 -9.58 -37.46 -37.46 3.13 0.43 0.39 3.46 13.45 10.52
28.77
12.45
29.00
-28.84
28.94
31.50
33.33
-9.92
SPY
US Large Cap Blend
2.38
8.21
23.70
21.40
22.55
17.51
14.54
 11.90 12.68 15.62 15.04 1.80 1.78 1.12 0.97 -8.33 -23.93 -23.93 2.71 0.73 0.61 2.76 7.85 6.38
17.40
24.89
26.18
-18.17
28.74
18.37
31.22
-4.56
EPU
Peru
2.08
29.04
44.30
51.41
39.87
21.43
14.19
 17.55 20.62 24.17 24.58 2.93 1.93 0.89 0.58 -14.77 -31.60 -45.01 2.70 0.68 0.32 4.32 13.74 17.06
61.49
21.72
25.34
2.13
-11.83
-4.31
7.31
-12.16
VTI
US Total Stock Market
2.21
8.19
23.66
20.86
21.76
16.63
14.05
 12.72 13.21 16.00 15.55 1.64 1.65 1.04 0.90 -9.11 -24.81 -24.81 2.39 0.67 0.57 3.04 8.60 6.93
16.82
23.81
26.05
-19.51
25.67
21.03
30.67
-5.21
XLI
Industrials
0.54
2.43
19.02
17.64
19.89
17.16
13.09
 15.51 15.41 18.89 18.46 1.14 1.29 0.91 0.71 -10.56 -20.74 -27.13 1.88 0.83 0.48 3.59 5.60 6.35
18.89
17.31
18.13
-5.58
21.09
10.96
29.09
-13.24
HACK
Cyber Security
0.93
3.20
17.50
26.47
23.28
14.43
13.05
 14.97 15.23 19.20 19.05 1.77 1.53 0.75 0.69 -9.17 -33.99 -33.99 2.54 0.42 0.38 3.05 15.77 12.13
17.61
23.49
37.44
-28.15
7.00
41.33
23.39
6.61
GLD
Gold
3.56
21.51
21.18
45.21
34.32
15.88
12.91
 15.15 14.02 14.77 14.31 2.98 2.45 1.07 0.90 -7.22 -15.91 -18.08 4.75 1.00 0.71 1.93 5.14 6.45
52.03
26.66
12.69
-0.77
-4.15
24.81
17.86
-1.94
XLY
Consumer Discretionary
0.12
8.55
22.10
22.90
19.59
11.80
12.71
 19.16 20.41 22.20 20.09 1.20 0.96 0.53 0.63 -14.80 -36.27 -36.27 1.32 0.33 0.35 5.22 15.28 11.35
7.66
26.51
39.64
-36.27
27.93
29.63
28.39
1.59
XLF
Financials
-2.78
0.33
8.13
14.33
17.49
19.11
12.47
 15.33 16.38 19.51 19.49 0.93 1.07 0.98 0.64 -12.70 -23.13 -31.75 1.38 0.83 0.39 4.58 8.47 9.47
9.48
30.56
12.03
-10.60
34.82
-1.68
31.87
-13.04
SLV
Silver
3.87
32.08
48.68
47.64
35.68
14.89
11.51
 23.97 25.68 25.37 27.29 1.99 1.39 0.59 0.42 -12.72 -35.98 -36.79 2.81 0.41 0.31 5.35 14.95 17.34
67.15
20.89
-1.09
2.37
-12.45
47.30
14.88
-9.19
VT
World All Countries
2.02
8.58
21.57
22.37
21.21
14.50
11.39
 9.63 12.54 15.02 14.65 2.32 1.69 0.97 0.78 -9.69 -25.52 -25.52 2.19 0.57 0.45 2.53 8.27 7.00
21.06
16.49
22.03
-18.01
18.27
16.61
26.82
-9.76
VTV
US Large Cap Value
-0.39
5.46
12.76
10.32
13.16
15.38
11.24
 11.92 12.04 14.76 14.59 0.87 1.09 1.04 0.77 -8.08 -15.33 -25.07 1.63 1.00 0.45 3.13 3.82 5.29
11.53
15.95
9.32
-2.07
26.51
2.26
25.65
-5.44
CWB
US Convertible Bonds
3.03
10.15
21.24
23.79
15.06
8.52
11.06
 10.76 10.56 13.59 13.51 2.21 1.43 0.63 0.82 -9.38 -26.54 -26.54 1.61 0.32 0.42 2.67 13.63 9.96
21.21
10.06
14.49
-20.81
2.17
53.39
22.39
-1.96
EWN
Netherlands
1.36
14.71
21.98
28.79
23.91
13.50
11.03
 14.71 20.44 22.10 19.25 1.96 1.17 0.61 0.57 -16.18 -41.29 -41.29 1.48 0.33 0.27 5.57 15.68 12.17
33.94
1.67
22.09
-24.41
22.74
23.22
32.46
-15.36
XLC
Communication Services
-3.01
7.26
21.01
26.18
34.96
15.26
10.93
 14.84 15.70 18.74 17.59 1.76 2.23 0.81 0.62 -6.60 -43.46 -43.46 5.30 0.35 0.25 2.40 18.93 14.51
19.65
34.71
52.82
-37.63
15.96
26.91
31.05
-16.77
EWO
Austria
1.48
6.97
22.82
54.12
29.94
22.88
10.85
 11.56 17.64 23.22 22.56 4.68 1.70 0.99 0.48 -9.40 -37.60 -47.58 3.18 0.61 0.23 3.63 12.45 17.00
54.45
4.06
20.63
-21.92
31.54
-3.68
17.07
-22.87
XLU
Utilities
2.17
4.70
14.48
14.78
13.55
10.56
10.80
 11.61 14.67 16.49 15.10 1.27 0.92 0.64 0.71 -14.85 -17.63 -18.82 0.91 0.60 0.57 5.76 6.43 6.56
20.18
23.31
-7.17
1.42
16.81
0.57
25.91
3.92
CGW
Global Water
-0.79
2.56
8.18
12.67
13.79
10.76
10.31
 10.71 15.57 18.48 16.19 1.18 0.89 0.58 0.64 -14.17 -32.28 -32.28 0.97 0.33 0.32 4.50 12.67 9.70
17.58
4.55
15.50
-21.99
31.71
15.42
34.04
-10.42
EWC
Canada
0.38
9.87
20.33
27.40
18.00
16.34
10.21
 11.66 15.11 17.16 17.30 2.35 1.19 0.95 0.59 -12.03 -22.93 -26.90 1.50 0.71 0.38 3.50 7.97 7.52
26.75
12.38
14.73
-12.95
27.00
5.52
27.56
-17.16
IJH
US Mid Cap Blend
-0.51
3.35
14.82
6.29
11.79
12.95
10.11
 15.88 17.03 18.89 18.56 0.40 0.69 0.69 0.54 -14.99 -21.57 -29.70 0.79 0.60 0.34 5.72 7.66 7.43
5.16
13.92
16.40
-13.10
24.71
13.58
26.10
-11.18
IJK
US Mid Cap Growth
0.22
3.48
16.22
6.74
12.73
10.61
9.88
 16.75 16.62 18.79 17.89 0.40 0.77 0.56 0.55 -15.69 -25.49 -25.49 0.81 0.42 0.39 5.68 10.39 8.51
6.19
15.68
17.41
-19.03
18.68
22.44
25.96
-10.52
GREK
Greece
-3.39
2.83
27.55
66.06
41.34
31.71
9.57
 14.21 19.78 24.38 26.91 4.65 2.09 1.30 0.36 -14.95 -25.28 -47.13 2.77 1.25 0.20 4.51 7.06 19.67
62.83
9.54
42.69
0.98
6.16
-14.48
50.20
-31.24
VOE
US Mid Cap Value
-1.28
3.51
11.86
6.25
11.35
13.58
9.32
 12.31 15.06 17.07 17.28 0.51 0.75 0.80 0.54 -11.64 -17.81 -31.25 0.98 0.76 0.30 4.94 5.57 6.85
8.34
14.00
9.86
-7.95
28.76
2.59
27.84
-12.45
EWI
Italy
-0.27
7.38
19.26
40.77
33.83
21.97
9.28
 11.96 17.82 22.04 22.08 3.41 1.90 1.00 0.42 -10.75 -32.87 -33.30 3.15 0.67 0.28 3.28 9.19 13.30
46.58
10.23
30.64
-14.10
14.41
1.67
26.97
-17.20
IJR
US Small Cap Blend
-0.87
7.22
18.52
5.47
8.13
12.08
9.25
 19.38 19.91 21.28 20.70 0.28 0.41 0.57 0.45 -19.88 -23.11 -36.12 0.41 0.52 0.26 7.78 9.81 10.60
3.31
8.63
16.06
-16.19
26.60
11.28
22.82
-8.49
IJT
US Small Cap Growth
-1.32
4.68
15.96
4.72
8.86
10.32
9.25
 19.53 18.97 20.79 19.97 0.24 0.47 0.50 0.46 -18.75 -26.22 -32.91 0.47 0.39 0.28 7.23 12.29 11.37
3.82
9.33
17.11
-21.32
22.37
19.22
20.99
-4.39
EDEN
Denmark
-0.35
4.46
2.93
-7.53
11.37
7.14
9.09
 17.09 16.53 19.34 17.23 -0.44 0.69 0.37 0.53 -19.94 -34.38 -34.38 0.57 0.21 0.26 9.37 12.01 9.73
3.55
-3.94
17.99
-11.44
14.80
42.55
24.37
-14.42
XLV
Healthcare
3.65
11.10
3.65
-0.03
4.52
8.89
9.06
 13.96 12.58 14.18 14.15 0.00 0.36 0.63 0.64 -15.62 -15.62 -15.62 0.29 0.57 0.58 6.67 6.18 5.45
6.25
2.47
2.06
-2.09
25.59
13.34
20.45
6.28
EIS
Israel
2.14
11.58
31.53
51.92
20.65
15.80
8.91
 17.57 20.97 20.64 19.28 2.96 0.98 0.77 0.46 -22.77 -38.63 -38.63 0.91 0.41 0.23 6.94 16.51 12.60
33.77
34.50
5.46
-27.03
22.84
12.01
20.94
-4.83
XLB
Materials
-4.41
-1.88
3.13
-6.43
7.09
8.41
8.77
 14.99 17.94 19.73 18.71 -0.43 0.40 0.43 0.47 -12.24 -23.73 -26.15 0.58 0.35 0.34 5.94 7.92 7.75
3.31
0.15
12.45
-12.31
27.45
20.52
24.13
-14.87
IJS
US Small Cap Value
-0.35
9.77
21.11
6.01
7.08
13.41
8.73
 19.50 21.32 22.51 22.15 0.31 0.33 0.60 0.39 -20.98 -20.98 -40.32 0.34 0.64 0.22 8.58 8.33 10.92
2.76
7.33
14.68
-11.33
30.53
2.63
24.12
-12.84
EWQ
France
0.80
5.58
10.35
20.36
17.53
14.20
8.42
 10.08 16.60 20.05 18.42 2.02 1.06 0.71 0.46 -12.01 -29.04 -29.04 1.46 0.49 0.29 4.47 8.10 8.67
26.22
-5.63
21.72
-11.99
21.47
2.85
26.67
-12.88
EWZ
Brazil
0.55
17.40
17.42
19.58
6.25
10.96
8.35
 24.89 23.37 28.41 32.41 0.79 0.27 0.39 0.26 -30.41 -30.41 -50.35 0.21 0.36 0.17 13.20 14.71 19.92
41.05
-30.41
32.60
12.35
-17.27
-20.33
27.65
-2.57
EWP
Spain
1.35
12.19
24.97
53.41
36.08
22.89
8.32
 13.11 17.84 22.21 21.17 4.07 2.02 1.03 0.39 -9.76 -32.46 -38.72 3.69 0.70 0.21 3.33 9.95 15.41
63.41
5.70
30.26
-5.16
0.27
-3.95
11.91
-15.32
EWD
Sweden
1.67
9.42
12.46
22.95
20.37
10.72
8.20
 14.30 19.87 22.86 20.28 1.60 1.03 0.47 0.40 -15.45 -40.26 -40.26 1.32 0.27 0.20 5.43 16.57 13.08
31.48
-3.91
25.07
-27.79
22.86
22.26
21.74
-12.76
EWA
Australia
-0.85
2.88
10.17
9.03
12.92
10.55
8.02
 13.39 18.51 20.20 18.82 0.67 0.70 0.52 0.43 -15.00 -23.37 -31.36 0.86 0.45 0.26 6.35 7.83 7.85
13.91
1.60
13.83
-5.86
8.95
8.26
22.41
-12.02
EWY
South Korea
21.10
33.22
72.63
65.78
25.79
10.34
7.99
 29.44 27.44 27.43 24.02 2.23 0.94 0.38 0.33 -22.36 -48.08 -48.08 1.15 0.22 0.17 8.92 26.67 22.16
90.61
-20.48
19.05
-26.60
-7.56
39.44
7.95
-20.38
EWL
Switzerland
0.22
5.01
4.73
14.30
14.60
9.47
7.95
 12.39 15.48 16.53 14.30 1.15 0.94 0.57 0.56 -13.04 -27.53 -27.53 1.12 0.34 0.29 4.35 9.74 7.86
22.73
-2.81
17.70
-18.86
20.19
11.79
31.58
-9.19
INDA
India
3.67
2.53
0.75
-0.84
8.88
11.57
7.92
 13.09 12.55 14.19 17.65 -0.06 0.71 0.82 0.45 -17.23 -17.23 -34.00 0.52 0.67 0.23 6.75 6.78 8.40
2.53
8.63
17.16
-8.94
21.41
14.83
6.49
-6.69
EPOL
Poland
4.69
6.17
16.35
59.90
45.10
22.89
7.80
 16.50 25.12 30.33 27.96 3.63 1.80 0.75 0.28 -18.87 -52.77 -60.36 2.39 0.43 0.13 5.15 17.97 25.20
64.35
-2.62
50.70
-24.62
12.22
-8.37
-6.14
-13.78
ICLN
Global Clean Energy
11.76
29.01
48.55
34.77
-1.48
-1.18
7.77
 18.79 25.06 29.66 26.85 1.85 -0.06 -0.04 0.29 -45.75 -60.77 -60.77 -0.03 -0.02 0.13 29.90 40.41 29.23
53.64
-25.72
-20.40
-5.41
-24.19
141.80
44.35
-9.02
IGF
Global Infrastructure
-0.20
3.25
9.99
17.31
14.99
13.12
7.68
 7.92 13.10 14.86 15.14 2.19 1.14 0.88 0.51 -12.72 -17.00 -29.59 1.18 0.77 0.26 3.56 4.82 7.25
18.66
14.81
6.13
-1.23
11.58
-6.50
25.81
-9.94
EFA
EAFE Stocks
1.20
7.96
13.42
22.99
20.06
12.28
7.54
 8.71 14.00 15.96 14.80 2.64 1.43 0.77 0.51 -10.13 -27.58 -27.58 1.98 0.45 0.27 3.18 7.99 7.91
27.13
3.49
18.38
-14.35
11.46
7.59
22.03
-13.81
EMQQ
Emerging Markets E-Commerce
-3.22
10.09
17.83
19.49
26.02
-3.61
7.47
 14.64 27.32 28.19 25.99 1.33 0.95 -0.13 0.29 -18.67 -67.75 -67.75 1.39 -0.05 0.11 7.79 46.74 34.92
30.34
13.79
3.63
-30.70
-32.53
80.46
33.86
-29.82
CPER
Copper
5.10
14.86
10.48
15.24
15.71
10.75
7.42
 25.17 20.99 22.00 20.69 0.61 0.75 0.49 0.36 -13.24 -29.46 -34.19 1.19 0.37 0.22 6.66 13.15 13.83
25.32
4.23
4.55
-15.14
25.22
23.89
6.69
-21.94
PALL
Palladium
15.33
21.18
53.10
27.96
-8.46
-8.72
7.28
 33.07 28.49 31.93 31.36 0.85 -0.30 -0.27 0.23 -52.19 -69.59 -69.59 -0.16 -0.13 0.10 40.41 49.63 36.07
57.65
-17.38
-38.77
-6.28
-23.26
25.26
53.94
17.23
EWJ
Japan
4.04
13.35
17.77
25.52
20.79
9.37
7.24
 8.36 12.75 14.29 13.35 3.05 1.63 0.66 0.54 -7.03 -28.85 -28.85 2.96 0.32 0.25 2.72 10.35 9.08
25.37
7.03
20.32
-17.72
1.17
15.41
19.33
-14.10
EIRL
Ireland
1.17
4.04
12.78
11.86
19.87
12.36
7.22
 10.43 17.98 22.05 20.37 1.14 1.11 0.56 0.35 -14.54 -39.15 -39.15 1.37 0.32 0.18 6.39 13.57 12.62
18.42
-1.63
35.12
-18.81
13.72
9.62
28.14
-21.91
XLP
Consumer Staples
-2.67
-3.73
-5.50
-2.23
4.34
6.92
7.16
 9.31 10.88 12.99 12.42 -0.24 0.40 0.53 0.58 -11.15 -12.86 -13.63 0.39 0.54 0.53 4.02 4.01 4.40
-1.11
12.20
-0.82
-0.83
17.20
10.15
27.43
-8.07
EEM
Emerging Markets
3.56
13.88
27.60
27.74
20.35
6.73
7.08
 10.01 15.87 16.06 16.67 2.77 1.28 0.42 0.43 -12.51 -36.52 -36.52 1.63 0.18 0.19 4.44 18.52 15.57
33.51
6.49
8.95
-20.56
-3.61
17.03
18.20
-15.31
EWS
Singapore
0.39
7.48
19.06
39.16
23.72
14.67
6.94
 7.87 14.94 16.18 17.33 4.98 1.59 0.91 0.40 -12.66 -24.34 -32.07 1.87 0.60 0.22 4.54 10.50 12.46
32.57
22.10
6.17
-9.79
5.56
-8.49
14.53
-11.33
XLE
Energy
-1.35
1.92
11.31
2.79
2.78
30.07
6.90
 20.59 17.23 28.44 29.51 0.14 0.16 1.06 0.23 -14.36 -17.12 -58.14 0.19 1.76 0.12 6.07 6.06 18.46
5.42
5.56
-0.63
64.17
53.31
-32.51
11.73
-18.21
EWG
Germany
-2.11
-1.02
4.86
28.12
25.96
12.18
6.73
 12.37 18.39 20.77 19.72 2.27 1.41 0.59 0.34 -14.12 -41.66 -41.66 1.84 0.29 0.16 3.72 14.65 14.21
30.13
9.79
23.36
-22.20
5.84
10.57
19.15
-21.37
XLRE
Real Estate
-2.92
-0.48
0.69
-2.08
7.31
7.14
6.30
 11.61 17.50 19.23 17.11 -0.18 0.42 0.37 0.37 -16.42 -32.25 -32.25 0.45 0.22 0.20 6.09 16.03 12.13
2.90
5.09
12.36
-26.25
45.26
-2.11
28.69
-2.37
NORW
Norway
-4.77
0.95
9.60
19.99
10.44
11.40
6.20
 15.05 16.70 22.05 21.49 1.33 0.63 0.52 0.29 -14.96 -30.84 -43.74 0.70 0.37 0.14 5.52 13.67 14.42
25.20
-2.50
4.97
-14.12
18.11
1.22
12.52
-8.03
EWU
United Kingdom
1.67
7.18
14.29
25.05
19.59
16.22
6.10
 7.78 12.74 15.34 15.47 3.22 1.54 1.06 0.39 -8.41 -21.24 -29.97 2.33 0.76 0.20 2.82 4.88 9.04
28.45
6.74
12.40
-4.38
18.22
-11.80
21.25
-14.28
BNO
Brent Oil
-1.60
-7.13
14.48
0.27
-0.69
25.55
5.88
 23.14 20.52 27.14 34.60 0.01 -0.03 0.94 0.17 -19.66 -28.14 -69.90 -0.04 0.91 0.08 8.98 12.22 22.77
-1.27
9.67
-3.43
35.25
62.34
-38.23
36.01
-15.30
EZA
South Africa
-0.51
20.21
30.31
37.51
23.81
16.15
5.85
 17.87 23.45 23.41 25.42 2.10 1.02 0.69 0.23 -18.00 -33.64 -53.99 1.32 0.48 0.11 7.93 16.20 21.09
53.97
7.16
1.49
-5.13
7.92
-5.19
9.62
-25.23
UAE
United Arab Emirates
4.18
-1.80
13.86
35.07
11.84
17.63
5.67
 11.67 14.43 16.88 17.72 3.00 0.82 1.04 0.32 -10.86 -23.62 -42.37 1.09 0.75 0.13 4.77 12.42 14.69
23.69
15.26
2.90
-5.31
44.10
-7.26
1.58
-14.42
DBC
Commodities
1.55
1.92
11.23
6.69
0.42
15.00
5.59
 11.20 10.80 15.20 16.01 0.60 0.04 0.99 0.35 -12.97 -22.97 -37.77 0.03 0.65 0.15 6.03 13.10 13.88
7.02
2.18
-6.19
19.34
41.36
-7.84
11.84
-11.62
EWK
Belgium
0.60
7.10
12.02
20.70
16.76
11.12
5.54
 10.83 15.02 18.37 17.44 1.91 1.12 0.61 0.32 -11.69 -32.34 -32.96 1.43 0.34 0.17 4.57 11.36 12.60
29.29
0.19
7.45
-13.93
12.87
0.00
25.92
-20.39
ENZL
New Zealand
-0.09
1.86
8.74
-0.53
3.97
-2.85
5.41
 11.14 16.65 18.71 18.25 -0.05 0.24 -0.15 0.30 -19.32 -37.29 -37.29 0.21 -0.08 0.15 8.86 23.80 17.32
2.56
-4.87
2.97
-16.17
-11.38
20.04
30.10
0.35
VNQ
US REITs
-2.45
1.00
2.93
-1.50
6.80
7.13
5.24
 11.71 17.59 19.14 17.61 -0.13 0.39 0.37 0.30 -17.44 -32.77 -32.77 0.39 0.22 0.16 6.53 16.38 12.98
3.11
4.81
11.81
-26.24
40.52
-4.68
28.87
-6.02
HYG
US High Yield Bonds
-0.01
1.99
5.83
8.17
9.31
4.58
4.77
 3.25 5.61 7.74 7.50 2.52 1.66 0.59 0.64 -2.64 -15.25 -15.25 3.53 0.30 0.31 0.84 5.48 4.26
7.26
7.97
11.01
-10.99
3.75
4.48
14.09
-2.03
EWW
Mexico
-2.46
10.63
18.89
34.59
13.29
17.71
4.62
 16.43 21.61 23.21 24.01 2.11 0.62 0.76 0.19 -29.73 -29.73 -46.59 0.45 0.60 0.10 13.41 11.56 16.67
44.66
-28.22
40.32
1.26
20.31
-3.05
12.64
-14.59
PPLT
Platinum
0.46
21.84
62.21
57.81
18.67
12.51
4.22
 31.89 25.65 24.12 23.27 1.81 0.73 0.52 0.18 -18.58 -30.16 -38.34 1.00 0.41 0.11 10.27 18.37 20.22
72.84
-8.90
-8.18
10.43
-10.75
10.78
20.85
-14.95
EWH
Hong Kong
-0.05
4.06
25.61
25.69
14.58
3.43
3.83
 12.34 23.15 21.42 19.41 2.08 0.63 0.16 0.20 -26.52 -40.35 -40.35 0.55 0.08 0.09 15.73 24.58 18.51
32.09
0.01
-13.86
-6.82
-3.48
4.19
10.71
-8.73
GXG
Colombia
7.13
20.92
32.82
64.95
28.74
14.52
3.80
 13.80 20.31 26.19 27.16 4.71 1.42 0.55 0.14 -13.10 -41.89 -49.79 2.19 0.35 0.08 6.09 21.95 26.20
58.74
4.68
24.92
-25.06
-11.48
-16.32
30.40
-19.90
EMB
Emerg. Market Bonds
1.98
5.44
10.28
12.44
12.57
2.15
3.65
 4.89 9.23 10.39 10.08 2.54 1.36 0.21 0.36 -6.24 -26.75 -26.75 2.01 0.08 0.14 1.77 12.59 9.33
12.94
5.54
10.23
-18.64
-2.24
5.42
15.48
-5.47
PFF
US Preferred Stocks
-0.76
1.46
6.89
1.44
7.12
2.56
3.29
 6.28 10.75 11.04 10.01 0.23 0.66 0.23 0.33 -11.18 -20.63 -20.63 0.64 0.12 0.16 3.88 9.84 7.37
4.32
7.24
8.62
-18.80
7.13
7.44
15.92
-4.63
ECH
Chile
7.16
18.40
15.91
41.52
17.33
12.77
3.29
 14.76 19.14 25.83 26.12 2.81 0.91 0.49 0.13 -21.77 -29.46 -59.61 0.80 0.43 0.06 9.62 13.55 34.22
44.10
-8.67
8.97
25.17
-20.02
-7.11
-17.79
-18.96
LQD
US Invest. Grade Bonds
0.15
3.09
5.36
6.69
7.65
-0.10
3.02
 4.69 9.44 9.82 8.29 1.43 0.81 -0.01 0.37 -7.89 -23.27 -23.27 0.97 0.00 0.13 2.36 12.16 8.79
7.69
0.86
9.41
-17.93
-1.85
10.97
17.37
-3.79
FXI
China
-3.48
6.06
18.93
29.51
27.26
0.26
2.93
 15.51 29.65 28.51 23.95 1.90 0.92 0.01 0.12 -29.42 -56.74 -56.74 0.93 0.00 0.05 12.48 32.88 25.34
32.29
28.98
-12.42
-20.67
-20.05
8.93
14.87
-13.26
TIP
US TIPS
0.32
2.37
2.69
5.88
4.18
1.12
2.68
 3.40 4.77 6.23 5.12 1.73 0.88 0.18 0.52 -5.35 -14.76 -14.76 0.78 0.08 0.18 1.68 8.03 5.74
7.20
1.65
3.27
-13.10
5.67
10.84
8.35
-1.42
QAT
Qatar
-1.18
-1.81
7.98
10.80
0.97
6.54
2.66
 7.05 13.56 13.51 16.71 1.53 0.07 0.48 0.16 -20.52 -27.26 -31.09 0.05 0.24 0.09 10.73 13.75 13.08
10.27
5.20
2.71
-7.23
14.42
6.85
-0.33
20.06
EWM
Malaysia
-0.27
10.05
9.24
9.14
10.87
4.15
2.33
 11.16 14.95 15.66 15.14 0.82 0.73 0.26 0.15 -14.33 -23.78 -33.72 0.76 0.17 0.07 7.78 12.10 18.13
7.64
19.46
-3.61
-5.98
-7.41
3.17
-1.42
-6.27
BNDX
International Bonds
1.00
1.67
1.91
4.51
5.15
0.05
2.15
 2.89 4.75 5.22 4.32 1.56 1.08 0.01 0.50 -2.75 -14.88 -14.88 1.87 0.00 0.14 0.84 7.84 5.61
3.59
3.56
8.78
-12.76
-2.28
4.65
7.87
2.81
THD
Thailand
3.07
7.59
13.27
-5.04
0.01
2.83
2.04
 17.96 19.77 20.71 19.80 -0.28 0.00 0.14 0.10 -31.08 -31.08 -39.98 0.00 0.09 0.05 20.08 16.38 19.66
2.74
-2.21
-12.63
1.22
1.85
-9.87
8.33
-8.21
BIL
US Cash
0.35
1.06
2.13
4.30
4.78
2.97
1.97
 0.08 0.17 0.65 0.57 56.48 27.52 4.57 3.48 0.00 -0.13 -0.16 477.97 23.22 11.98 0.00 0.04 0.04
3.50
5.19
4.94
1.40
-0.10
0.40
2.03
1.74
VNM
Vietnam
-2.30
8.87
44.41
46.35
16.65
4.88
1.87
 23.48 26.33 25.06 23.03 1.97 0.63 0.19 0.08 -23.75 -46.50 -46.50 0.70 0.11 0.04 11.38 30.02 24.80
51.83
-11.15
15.02
-43.75
22.05
9.84
9.13
-16.83
BND
US Total Bond Market
0.60
2.89
3.47
6.09
5.47
-0.28
1.86
 3.45 6.30 6.35 5.15 1.77 0.87 -0.04 0.36 -6.03 -17.08 -17.28 0.91 -0.02 0.11 1.79 9.34 6.83
6.77
1.38
5.41
-13.11
-1.86
7.71
8.83
-0.12
EMIF
Emerging Markets Infrastructure
1.17
9.57
19.15
23.80
13.76
9.11
1.83
 9.05 13.99 16.95 17.81 2.63 0.98 0.54 0.10 -14.23 -22.13 -39.25 0.97 0.41 0.05 4.72 8.31 20.45
27.50
1.21
5.68
-12.57
3.72
-19.97
16.32
-13.69
EIDO
Indonesia
4.16
5.85
8.43
-11.19
-4.80
3.03
1.28
 20.29 17.20 18.29 20.85 -0.55 -0.28 0.17 0.06 -30.29 -30.29 -48.60 -0.16 0.10 0.03 14.39 11.98 18.93
1.56
-13.01
2.57
-0.15
-0.60
-7.14
5.30
-10.89
TUR
Turkey
-0.23
0.89
13.06
3.86
10.89
17.40
1.13
 17.36 28.50 32.45 32.52 0.22 0.38 0.54 0.03 -28.35 -30.79 -58.39 0.38 0.57 0.02 13.75 15.18 32.52
-3.30
12.91
-8.67
105.81
-27.48
-1.20
14.41
-41.48
TLT
US Long Term Treasuries
1.38
5.04
3.18
1.98
1.65
-7.89
-0.44
 10.66 15.12 14.72 13.59 0.19 0.11 -0.54 -0.03 -20.29 -44.41 -47.75 0.08 -0.18 -0.01 8.87 29.72 24.39
6.80
-8.05
2.51
-31.24
-4.60
18.15
14.12
-1.61
EPHE
Philippines
-1.17
-3.42
-7.61
-8.46
2.87
-0.99
-2.41
 15.39 18.35 20.23 19.42 -0.55 0.16 -0.05 -0.12 -19.26 -32.20 -41.45 0.15 -0.03 -0.06 9.06 16.27 22.66
-0.75
-1.41
1.26
-15.86
-2.22
-3.94
8.50
-17.50
USO
WTI Crude Oil
-1.61
-8.83
14.16
-0.71
0.48
23.51
-4.79
 24.74 21.74 27.12 37.99 -0.03 0.02 0.87 -0.13 -21.40 -29.06 -84.60 0.02 0.81 -0.06 9.05 13.41 42.54
-3.96
13.35
-4.94
28.97
64.68
-67.79
32.61
-19.57
UNG
Natural Gas
1.38
-2.50
-20.85
4.25
-45.43
-23.62
-21.90
 43.15 51.70 61.93 52.90 0.10 -0.88 -0.38 -0.41 -85.03 -89.96 -91.90 -0.53 -0.26 -0.24 73.68 64.61 61.51
-21.18
-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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