Last Update: 31 March 2023
Investing in Information Technology has been the best Investment Theme in the last 10 years, with a +19.15% annualized return.
On the other side, the worst investment has been Natural Gas, with a -22.39% annualized return in the last 10 years.
Using ETFs, you can specialize and diversify your portfolio with your favorite Investment Themes.
You can also focus on more specific Investment Themes, like the following:
Investment Themes Historical Returns
Investment Theme Returns, for last 1,3,6 Months and 1,3,5,10 years.
Only ETFs with a historical serie longer than 10 years are displayed.
Columns are sortable, Investment Themes are pre-ordered by 10 year return.
INVESTMENT THEMES - HISTORICAL RETURNS (%)
Last Update: 31 March 2023
Cells with red background indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Feb 2023.
Waiting for updates, inflation of Mar 2023 is set to 0%.
Current inflation (annualized) is
1Y: 4.64%
, 3Y: 5.24%
, 5Y: 3.81%
, 10Y: 2.60%
| ETF | 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*)▾ | |
|---|---|---|---|---|---|---|---|---|
|
Information Technology XLK |
10.86 | 21.62 | 27.78 | -4.02 | 24.53 | 19.57 | 19.15 | |
|
US Technology QQQ |
9.49 | 20.71 | 20.56 | -10.80 | 19.69 | 15.71 | 17.69 | |
|
US Large Cap Growth VUG |
7.76 | 17.26 | 17.04 | -12.64 | 17.52 | 12.89 | 13.61 | |
|
Denmark EDEN |
4.63 | 9.30 | 42.72 | 6.74 | 22.00 | 10.66 | 13.43 | |
|
Healthcare XLV |
2.19 | -4.34 | 7.75 | -3.97 | 15.11 | 11.55 | 12.69 | |
|
Global Clean Energy ICLN |
3.02 | -0.35 | 3.79 | -7.28 | 28.58 | 17.31 | 12.64 | |
|
Consumer Discretionary XLY |
3.06 | 16.13 | 5.59 | -18.35 | 16.02 | 9.23 | 12.31 | |
|
US Large Cap Blend SPY |
3.71 | 7.46 | 15.59 | -7.81 | 18.48 | 11.13 | 12.15 | |
|
US Total Stock Market VTI |
2.71 | 7.18 | 14.74 | -8.80 | 18.35 | 10.36 | 11.68 | |
|
Industrials XLI |
0.61 | 3.44 | 23.22 | 0.02 | 21.58 | 8.32 | 11.36 | |
|
US Large Cap Value VTV |
-0.46 | -1.00 | 13.39 | -4.00 | 18.73 | 8.83 | 10.52 | |
|
Financials XLF |
-9.55 | -5.53 | 7.08 | -14.27 | 17.94 | 5.31 | 10.17 | |
|
US Small Cap Growth IJT |
-4.03 | 2.01 | 8.79 | -11.10 | 17.87 | 5.76 | 9.90 | |
|
US Small Cap Blend IJR |
-5.22 | 2.54 | 11.77 | -8.92 | 21.66 | 6.23 | 9.83 | |
|
US Mid Cap Blend IJH |
-3.15 | 3.83 | 15.05 | -5.11 | 22.05 | 7.61 | 9.73 | |
|
Materials XLB |
-1.01 | 4.28 | 19.89 | -6.36 | 23.90 | 9.47 | 9.73 | |
|
Taiwan EWT |
3.75 | 12.87 | 24.13 | -12.94 | 19.32 | 9.09 | 9.61 | |
|
Netherlands EWN |
3.43 | 13.32 | 38.90 | 1.63 | 19.06 | 7.59 | 9.51 | |
|
US Mid Cap Value VOE |
-3.55 | -0.32 | 11.61 | -8.27 | 20.81 | 6.61 | 9.46 | |
|
US Mid Cap Growth IJK |
-1.18 | 5.00 | 14.10 | -6.37 | 18.01 | 6.56 | 9.45 | |
|
Global Water CGW |
2.30 | 6.95 | 23.20 | -3.50 | 16.31 | 9.70 | 9.40 | |
|
Consumer Staples XLP |
4.21 | 0.69 | 13.30 | 1.00 | 14.00 | 10.17 | 9.34 | |
|
Argentina ARGT |
-1.13 | 15.60 | 35.98 | 11.96 | 34.89 | 2.99 | 9.23 | |
|
US Small Cap Value IJS |
-6.48 | 2.88 | 14.24 | -7.17 | 25.05 | 6.05 | 9.23 | |
|
Utilities XLU |
4.90 | -3.28 | 4.94 | -6.33 | 9.97 | 9.30 | 9.16 | |
|
Ireland EIRL |
5.33 | 20.05 | 48.22 | 16.29 | 21.48 | 4.54 | 8.38 | |
|
World All Countries VT |
2.85 | 7.19 | 18.00 | -7.03 | 15.90 | 6.87 | 8.25 | |
|
France EWQ |
3.50 | 14.13 | 41.55 | 10.54 | 20.54 | 6.61 | 7.78 | |
|
Real Estate XLRE |
-1.48 | 1.93 | 5.74 | -19.85 | 9.78 | 7.19 | 6.80 | |
|
Switzerland EWL |
4.50 | 8.08 | 21.01 | -5.82 | 10.64 | 7.83 | 6.71 | |
|
New Zealand ENZL |
2.00 | 2.84 | 21.84 | -7.73 | 5.92 | 3.10 | 6.64 | |
|
India INDA |
1.44 | -5.70 | -3.48 | -11.69 | 20.40 | 4.68 | 5.96 | |
|
Palladium PALL |
2.93 | -18.21 | -32.78 | -35.36 | -15.29 | 8.33 | 5.95 | |
|
Communication Services XLC |
8.65 | 21.12 | 21.68 | -14.89 | 10.36 | 5.54 | 5.83 | |
|
US REITs VNQ |
-2.18 | 1.66 | 6.08 | -20.17 | 9.82 | 5.79 | 5.77 | |
|
Belgium EWK |
1.50 | 5.64 | 31.09 | -3.95 | 12.28 | 0.26 | 5.75 | |
|
Italy EWI |
1.40 | 12.95 | 43.66 | 7.81 | 17.04 | 2.36 | 5.70 | |
|
Europe VGK |
2.47 | 10.34 | 33.51 | 1.32 | 15.63 | 4.33 | 5.65 | |
|
Global Infrastructure IGF |
2.54 | 4.06 | 15.27 | -3.83 | 14.58 | 5.10 | 5.62 | |
|
EAFE Stocks EFA |
3.13 | 8.96 | 28.20 | -0.24 | 13.28 | 3.50 | 4.96 | |
|
Sweden EWD |
0.62 | 9.93 | 31.17 | -5.33 | 15.31 | 5.10 | 4.71 | |
|
Japan EWJ |
4.92 | 7.81 | 20.41 | -3.59 | 7.50 | 0.95 | 4.67 | |
|
Energy XLE |
-0.02 | -4.34 | 17.38 | 12.99 | 48.56 | 9.59 | 4.34 | |
|
Austria EWO |
-5.55 | 6.58 | 33.36 | -1.95 | 18.71 | -1.55 | 4.33 | |
|
Pacific VPL |
3.35 | 5.63 | 20.23 | -5.71 | 10.04 | 1.29 | 4.31 | |
|
Canada EWC |
0.38 | 4.43 | 12.74 | -13.12 | 18.56 | 6.72 | 4.06 | |
|
Germany EWG |
4.29 | 15.08 | 44.22 | 3.38 | 12.77 | 0.23 | 3.89 | |
|
Israel EIS |
1.09 | -2.27 | -3.97 | -25.14 | 7.82 | 3.18 | 3.58 | |
|
Hong Kong EWH |
0.83 | -2.19 | 14.14 | -6.36 | 3.80 | -1.44 | 3.43 | |
|
Spain EWP |
1.68 | 15.26 | 42.76 | 12.80 | 14.43 | 0.11 | 3.34 | |
|
High Yield Bonds HYG |
1.99 | 3.23 | 8.42 | -3.55 | 4.06 | 2.38 | 2.98 | |
|
Australia EWA |
0.26 | 3.19 | 19.10 | -8.73 | 18.63 | 5.36 | 2.94 | |
|
Preferred Stocks PFF |
-3.97 | 2.86 | 0.78 | -10.15 | 4.16 | 1.30 | 2.90 | |
|
United Kingdom EWU |
-0.06 | 5.22 | 24.92 | -0.88 | 14.42 | 2.36 | 2.81 | |
|
Invest. Grade Bonds LQD |
3.85 | 4.65 | 9.05 | -6.26 | -1.21 | 1.70 | 2.35 | |
|
South Korea EWY |
4.65 | 8.39 | 30.81 | -13.02 | 10.77 | -2.63 | 1.98 | |
|
Gold GLD |
7.92 | 8.01 | 18.46 | 1.42 | 7.36 | 7.81 | 1.72 | |
|
International Bonds BNDX |
2.56 | 3.40 | 3.57 | -5.25 | -2.52 | 0.29 | 1.69 | |
|
Emerg. Market Bonds EMB |
1.68 | 2.46 | 11.04 | -7.68 | 0.36 | -0.82 | 1.47 | |
|
Emerging Markets EEM |
3.22 | 4.12 | 14.84 | -10.51 | 7.05 | -1.84 | 1.35 | |
|
Long Term Treasuries TLT |
4.84 | 7.11 | 5.08 | -17.60 | -12.08 | -0.69 | 1.34 | |
|
US Total Bond Market BND |
2.68 | 3.01 | 4.69 | -4.95 | -2.54 | 0.89 | 1.31 | |
|
TIPS TIP |
2.86 | 3.58 | 5.57 | -7.14 | 1.35 | 2.58 | 1.24 | |
|
US Cash BIL |
0.40 | 1.03 | 1.88 | 2.43 | 0.76 | 1.23 | 0.70 | |
|
Thailand THD |
3.16 | -2.45 | 13.75 | -3.60 | 11.38 | -3.51 | 0.42 | |
|
Singapore EWS |
3.76 | 5.53 | 17.25 | -2.29 | 8.56 | -1.91 | 0.41 | |
|
Copper CPER |
0.40 | 8.01 | 21.96 | -13.13 | 21.63 | 5.37 | 0.38 | |
|
Norway NORW |
-4.78 | -5.26 | 11.16 | -22.26 | 15.60 | -0.79 | 0.35 | |
|
China FXI |
5.62 | 4.35 | 16.58 | -5.28 | -5.72 | -6.83 | 0.28 | |
|
South Africa EZA |
3.03 | -0.45 | 18.94 | -21.08 | 18.65 | -4.20 | -0.09 | |
|
Mexico EWW |
3.28 | 20.38 | 37.35 | 12.21 | 31.20 | 5.53 | -0.10 | |
|
Commodities DBC |
-0.08 | -3.69 | -0.11 | -8.35 | 28.52 | 7.68 | -1.05 | |
|
Peru EPU |
4.96 | 6.31 | 26.39 | -13.55 | 13.72 | -3.63 | -1.33 | |
|
Latin America FLLA |
0.99 | 3.92 | 9.47 | -11.38 | 17.06 | -2.48 | -1.95 | |
|
Silver SLV |
15.09 | 0.45 | 26.40 | -3.32 | 19.23 | 7.50 | -2.13 | |
|
Greece GREK |
-6.76 | 13.96 | 43.14 | 14.47 | 22.98 | 2.72 | -2.26 | |
|
Indonesia EIDO |
2.71 | 5.09 | 1.92 | -2.62 | 19.05 | -0.85 | -2.27 | |
|
Emerging Markets Infrastructure EMIF |
1.33 | 2.74 | 14.35 | -4.31 | 5.93 | -5.29 | -2.30 | |
|
Brazil EWZ |
0.40 | -2.11 | -0.54 | -18.35 | 13.44 | -4.07 | -2.65 | |
|
Poland EPOL |
-1.84 | 0.13 | 46.25 | -16.39 | 5.99 | -7.48 | -2.79 | |
|
Malaysia EWM |
1.98 | -2.93 | 10.87 | -10.81 | 2.32 | -5.97 | -3.04 | |
|
Philippines EPHE |
2.08 | 2.94 | 22.67 | -11.88 | 6.61 | -4.15 | -3.31 | |
|
Vietnam VNM |
8.17 | 2.87 | -7.58 | -34.86 | 5.91 | -8.44 | -3.46 | |
|
Brent Oil BNO |
-3.49 | -6.01 | -2.71 | -11.19 | 49.91 | 6.79 | -4.38 | |
|
Platinum PPLT |
4.28 | -7.39 | 15.05 | 0.20 | 10.63 | 0.73 | -5.04 | |
|
Turkey TUR |
-8.06 | -11.84 | 48.47 | 62.86 | 23.30 | -2.26 | -5.09 | |
|
Chile ECH |
2.38 | 6.24 | 23.00 | 5.63 | 14.95 | -8.33 | -5.40 | |
|
Egypt EGPT |
-1.64 | -10.95 | 1.09 | -15.08 | -1.42 | -12.60 | -7.01 | |
|
Colombia GXG |
2.66 | -2.67 | -1.43 | -40.35 | -0.24 | -11.61 | -11.20 | |
|
WTI Crude Oil USO |
-1.15 | -5.23 | 1.78 | -10.36 | 25.42 | -8.70 | -13.34 | |
|
Natural Gas UNG |
-23.90 | -50.78 | -70.32 | -64.81 | -17.92 | -21.00 | -22.39 |
Stocks
Bonds
Commodities
(*) annualized
Readings that may interest you
Investment Theme Yearly Returns
Click on column header to sort data.
INVESTMENT THEMES - YEARLY RETURNS (%)
Last Update: 31 March 2023
Cells with red background indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Feb 2023.
Waiting for updates, inflation of Mar 2023 is set to 0%.
| ETF | 2023(*) | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
|
Information Technology XLK |
21.62 | -27.73 | 34.83 | 43.62 | 49.86 | -1.66 | |
|
US Technology QQQ |
20.71 | -32.58 | 27.42 | 48.40 | 38.96 | -0.12 | |
|
US Large Cap Growth VUG |
17.26 | -33.15 | 27.34 | 40.22 | 37.03 | -3.31 | |
|
Denmark EDEN |
9.30 | -11.44 | 14.80 | 42.55 | 24.37 | -14.42 | |
|
Healthcare XLV |
-4.34 | -2.09 | 25.59 | 13.34 | 20.45 | 6.28 | |
|
Global Clean Energy ICLN |
-0.35 | -5.41 | -24.19 | 141.80 | 44.35 | -9.02 | |
|
Consumer Discretionary XLY |
16.13 | -36.27 | 27.93 | 29.63 | 28.39 | 1.59 | |
|
US Large Cap Blend SPY |
7.46 | -18.17 | 28.74 | 18.37 | 31.22 | -4.56 | |
|
US Total Stock Market VTI |
7.18 | -19.51 | 25.67 | 21.03 | 30.67 | -5.21 | |
|
Industrials XLI |
3.44 | -5.58 | 21.09 | 10.96 | 29.09 | -13.24 | |
|
US Large Cap Value VTV |
-1.00 | -2.07 | 26.51 | 2.26 | 25.65 | -5.44 | |
|
Financials XLF |
-5.53 | -10.60 | 34.82 | -1.68 | 31.87 | -13.04 | |
|
US Small Cap Growth IJT |
2.01 | -21.32 | 22.37 | 19.22 | 20.99 | -4.39 | |
|
US Small Cap Blend IJR |
2.54 | -16.19 | 26.60 | 11.28 | 22.82 | -8.49 | |
|
US Mid Cap Blend IJH |
3.83 | -13.10 | 24.71 | 13.58 | 26.10 | -11.18 | |
|
Materials XLB |
4.28 | -12.31 | 27.45 | 20.52 | 24.13 | -14.87 | |
|
Taiwan EWT |
12.87 | -28.84 | 28.94 | 31.50 | 33.33 | -9.92 | |
|
Netherlands EWN |
13.32 | -24.41 | 22.74 | 23.22 | 32.46 | -15.36 | |
|
US Mid Cap Value VOE |
-0.32 | -7.95 | 28.76 | 2.59 | 27.84 | -12.45 | |
|
US Mid Cap Growth IJK |
5.00 | -19.03 | 18.68 | 22.44 | 25.96 | -10.52 | |
|
Global Water CGW |
6.95 | -21.99 | 31.71 | 15.42 | 34.04 | -10.42 | |
|
Consumer Staples XLP |
0.69 | -0.83 | 17.20 | 10.15 | 27.43 | -8.07 | |
|
Argentina ARGT |
15.60 | 10.36 | 3.83 | 14.57 | 14.50 | -32.63 | |
|
US Small Cap Value IJS |
2.88 | -11.33 | 30.53 | 2.63 | 24.12 | -12.84 | |
|
Utilities XLU |
-3.28 | 1.42 | 16.81 | 0.57 | 25.91 | 3.92 | |
|
Ireland EIRL |
20.05 | -18.81 | 13.72 | 9.62 | 28.14 | -21.91 | |
|
World All Countries VT |
7.19 | -18.01 | 18.27 | 16.61 | 26.82 | -9.76 | |
|
France EWQ |
14.13 | -11.99 | 21.47 | 2.85 | 26.67 | -12.88 | |
|
Real Estate XLRE |
1.93 | -26.25 | 45.26 | -2.11 | 28.69 | -2.37 | |
|
Switzerland EWL |
8.08 | -18.86 | 20.19 | 11.79 | 31.58 | -9.19 | |
|
New Zealand ENZL |
2.84 | -16.17 | -11.38 | 20.04 | 30.10 | 0.35 | |
|
India INDA |
-5.70 | -8.94 | 21.41 | 14.83 | 6.49 | -6.69 | |
|
Palladium PALL |
-18.21 | -6.28 | -23.26 | 25.26 | 53.94 | 17.23 | |
|
Communication Services XLC |
21.12 | -37.63 | 15.96 | 26.91 | 31.05 | -16.77 | |
|
US REITs VNQ |
1.66 | -26.24 | 40.52 | -4.68 | 28.87 | -6.02 | |
|
Belgium EWK |
5.64 | -13.93 | 12.87 | 0.00 | 25.92 | -20.39 | |
|
Italy EWI |
12.95 | -14.10 | 14.41 | 1.67 | 26.97 | -17.20 | |
|
Europe VGK |
10.34 | -16.00 | 16.88 | 6.11 | 24.86 | -14.91 | |
|
Global Infrastructure IGF |
4.06 | -1.23 | 11.58 | -6.50 | 25.81 | -9.94 | |
|
EAFE Stocks EFA |
8.96 | -14.35 | 11.46 | 7.59 | 22.03 | -13.81 | |
|
Sweden EWD |
9.93 | -27.79 | 22.86 | 22.26 | 21.74 | -12.76 | |
|
Japan EWJ |
7.81 | -17.72 | 1.17 | 15.41 | 19.33 | -14.10 | |
|
Energy XLE |
-4.34 | 64.17 | 53.31 | -32.51 | 11.73 | -18.21 | |
|
Austria EWO |
6.58 | -21.92 | 31.54 | -3.68 | 17.07 | -22.87 | |
|
Pacific VPL |
5.63 | -15.20 | 1.12 | 16.67 | 18.16 | -14.40 | |
|
Canada EWC |
4.43 | -12.95 | 27.00 | 5.52 | 27.56 | -17.16 | |
|
Germany EWG |
15.08 | -22.20 | 5.84 | 10.57 | 19.15 | -21.37 | |
|
Israel EIS |
-2.27 | -27.03 | 22.84 | 12.01 | 20.94 | -4.83 | |
|
Hong Kong EWH |
-2.19 | -6.82 | -3.48 | 4.19 | 10.71 | -8.73 | |
|
Spain EWP |
15.26 | -5.16 | 0.27 | -3.95 | 11.91 | -15.32 | |
|
High Yield Bonds HYG |
3.23 | -10.99 | 3.75 | 4.48 | 14.09 | -2.03 | |
|
Australia EWA |
3.19 | -5.86 | 8.95 | 8.26 | 22.41 | -12.02 | |
|
Preferred Stocks PFF |
2.86 | -18.80 | 7.13 | 7.44 | 15.92 | -4.63 | |
|
United Kingdom EWU |
5.22 | -4.38 | 18.22 | -11.80 | 21.25 | -14.28 | |
|
Invest. Grade Bonds LQD |
4.65 | -17.93 | -1.85 | 10.97 | 17.37 | -3.79 | |
|
South Korea EWY |
8.39 | -26.60 | -7.56 | 39.44 | 7.95 | -20.38 | |
|
Gold GLD |
8.01 | -0.77 | -4.15 | 24.81 | 17.86 | -1.94 | |
|
International Bonds BNDX |
3.40 | -12.76 | -2.28 | 4.65 | 7.87 | 2.81 | |
|
Emerg. Market Bonds EMB |
2.46 | -18.64 | -2.24 | 5.42 | 15.48 | -5.47 | |
|
Emerging Markets EEM |
4.12 | -20.56 | -3.61 | 17.03 | 18.20 | -15.31 | |
|
Long Term Treasuries TLT |
7.11 | -31.24 | -4.60 | 18.15 | 14.12 | -1.61 | |
|
US Total Bond Market BND |
3.01 | -13.11 | -1.86 | 7.71 | 8.83 | -0.12 | |
|
TIPS TIP |
3.58 | -13.10 | 5.67 | 10.84 | 8.35 | -1.42 | |
|
US Cash BIL |
1.03 | 1.40 | -0.10 | 0.40 | 2.03 | 1.74 | |
|
Thailand THD |
-2.45 | 1.22 | 1.85 | -9.87 | 8.33 | -8.21 | |
|
Singapore EWS |
5.53 | -9.79 | 5.56 | -8.49 | 14.53 | -11.33 | |
|
Copper CPER |
8.01 | -15.14 | 25.22 | 23.89 | 6.69 | -21.94 | |
|
Norway NORW |
-5.26 | -14.12 | 18.11 | 1.22 | 12.52 | -8.03 | |
|
China FXI |
4.35 | -20.67 | -20.05 | 8.93 | 14.87 | -13.26 | |
|
South Africa EZA |
-0.45 | -5.13 | 7.92 | -5.19 | 9.62 | -25.23 | |
|
Mexico EWW |
20.38 | 1.26 | 20.31 | -3.05 | 12.64 | -14.59 | |
|
Commodities DBC |
-3.69 | 19.34 | 41.36 | -7.84 | 11.84 | -11.62 | |
|
Peru EPU |
6.31 | 2.13 | -11.83 | -4.31 | 7.31 | -12.16 | |
|
Latin America FLLA |
3.92 | 7.75 | -9.34 | -15.02 | 19.53 | -6.47 | |
|
Silver SLV |
0.45 | 2.37 | -12.45 | 47.30 | 14.88 | -9.19 | |
|
Greece GREK |
13.96 | 0.98 | 6.16 | -14.48 | 50.20 | -31.24 | |
|
Indonesia EIDO |
5.09 | -0.15 | -0.60 | -7.14 | 5.30 | -10.89 | |
|
Emerging Markets Infrastructure EMIF |
2.74 | -12.57 | 3.72 | -19.97 | 16.32 | -13.69 | |
|
Brazil EWZ |
-2.11 | 12.35 | -17.27 | -20.33 | 27.65 | -2.57 | |
|
Poland EPOL |
0.13 | -24.62 | 12.22 | -8.37 | -6.14 | -13.78 | |
|
Malaysia EWM |
-2.93 | -5.98 | -7.41 | 3.17 | -1.42 | -6.27 | |
|
Philippines EPHE |
2.94 | -15.86 | -2.22 | -3.94 | 8.50 | -17.50 | |
|
Vietnam VNM |
2.87 | -43.75 | 22.05 | 9.84 | 9.13 | -16.83 | |
|
Brent Oil BNO |
-6.01 | 35.25 | 62.34 | -38.23 | 36.01 | -15.30 | |
|
Platinum PPLT |
-7.39 | 10.43 | -10.75 | 10.78 | 20.85 | -14.95 | |
|
Turkey TUR |
-11.84 | 105.81 | -27.48 | -1.20 | 14.41 | -41.48 | |
|
Chile ECH |
6.24 | 25.17 | -20.02 | -7.11 | -17.79 | -18.96 | |
|
Egypt EGPT |
-10.95 | -24.63 | 11.36 | -11.50 | 6.81 | -13.85 | |
|
Colombia GXG |
-2.67 | -25.06 | -11.48 | -16.32 | 30.40 | -19.90 | |
|
WTI Crude Oil USO |
-5.23 | 28.97 | 64.68 | -67.79 | 32.61 | -19.57 | |
|
Natural Gas UNG |
-50.78 | 12.89 | 35.76 | -45.43 | -31.77 | 5.96 |
Stocks
Bonds
Commodities
(*)YTD - 31 March 2023
Investment Theme Drawdowns
Investment Theme Maximum Drawdowns, in last 3,5,10 years.
The following table represents Investment Theme total returns and maximum drawdown in the same period. Columns are sortable.
INVESTMENT THEMES - TOTAL RETURNS vs DRAWDOWNS (%)
Return: Total Return (%) - DD: Maximum Drawdown (%)
Last Update: 31 March 2023
3Y |
5Y |
10Y |
|||||
|---|---|---|---|---|---|---|---|
| ETF | Return | DD | Return | DD | Return | DD | |
|
Information Technology XLK |
+93.11 | -31.22 | +144.41 | -31.22 | +476.93 | -31.22 | |
|
US Technology QQQ |
+71.48 | -32.58 | +107.43 | -32.58 | +409.60 | -32.58 | |
|
US Large Cap Growth VUG |
+62.31 | -33.15 | +83.38 | -33.15 | +258.17 | -33.15 | |
|
Denmark EDEN |
+81.60 | -34.38 | +65.91 | -34.38 | +252.47 | -34.38 | |
|
Healthcare XLV |
+52.54 | -13.07 | +72.76 | -13.07 | +230.18 | -13.21 | |
|
Global Clean Energy ICLN |
+112.59 | -36.37 | +122.15 | -36.37 | +228.91 | -36.37 | |
|
Consumer Discretionary XLY |
+56.19 | -36.27 | +55.52 | -36.27 | +219.33 | -36.27 | |
|
US Large Cap Blend SPY |
+66.32 | -23.93 | +69.53 | -23.93 | +214.68 | -23.93 | |
|
US Total Stock Market VTI |
+65.76 | -24.81 | +63.67 | -24.81 | +201.86 | -24.81 | |
|
Industrials XLI |
+79.71 | -20.74 | +49.10 | -27.13 | +193.28 | -27.13 | |
|
US Large Cap Value VTV |
+67.39 | -15.33 | +52.67 | -25.07 | +172.00 | -25.07 | |
|
Financials XLF |
+64.03 | -23.13 | +29.50 | -31.75 | +163.53 | -31.75 | |
|
US Small Cap Growth IJT |
+63.74 | -26.22 | +32.32 | -32.91 | +156.95 | -32.91 | |
|
US Small Cap Blend IJR |
+80.07 | -23.11 | +35.30 | -36.12 | +155.48 | -36.12 | |
|
US Mid Cap Blend IJH |
+81.81 | -21.57 | +44.31 | -29.70 | +153.18 | -29.70 | |
|
Materials XLB |
+90.21 | -23.73 | +57.19 | -26.15 | +152.98 | -26.15 | |
|
Taiwan EWT |
+69.90 | -37.46 | +54.47 | -37.46 | +150.39 | -37.46 | |
|
Netherlands EWN |
+68.79 | -41.29 | +44.16 | -41.29 | +147.96 | -41.29 | |
|
US Mid Cap Value VOE |
+76.31 | -17.81 | +37.71 | -31.25 | +147.01 | -31.25 | |
|
US Mid Cap Growth IJK |
+64.36 | -25.49 | +37.38 | -25.49 | +146.70 | -25.49 | |
|
Global Water CGW |
+57.33 | -32.28 | +58.84 | -32.28 | +145.58 | -32.28 | |
|
Consumer Staples XLP |
+48.16 | -12.86 | +62.30 | -13.28 | +144.32 | -13.63 | |
|
Argentina ARGT |
+145.46 | -30.81 | +15.86 | -52.80 | +141.88 | -55.87 | |
|
US Small Cap Value IJS |
+95.53 | -20.65 | +34.13 | -40.32 | +141.87 | -40.32 | |
|
Utilities XLU |
+32.98 | -11.29 | +55.99 | -18.82 | +140.23 | -18.82 | |
|
Ireland EIRL |
+79.25 | -39.15 | +24.88 | -39.15 | +123.66 | -39.15 | |
|
World All Countries VT |
+55.68 | -25.52 | +39.40 | -25.52 | +120.87 | -25.52 | |
|
France EWQ |
+75.13 | -29.04 | +37.70 | -29.04 | +111.63 | -29.04 | |
|
Real Estate XLRE |
+32.29 | -28.90 | +41.51 | -28.90 | +93.14 | -28.90 | |
|
Switzerland EWL |
+35.43 | -27.53 | +45.76 | -27.53 | +91.48 | -27.53 | |
|
New Zealand ENZL |
+18.83 | -37.29 | +16.47 | -37.29 | +90.11 | -37.29 | |
|
India INDA |
+74.52 | -15.45 | +25.71 | -32.31 | +78.43 | -34.00 | |
|
Palladium PALL |
-39.22 | -52.23 | +49.17 | -52.23 | +78.32 | -52.23 | |
|
Communication Services XLC |
+34.41 | -43.46 | +30.95 | -43.46 | +76.25 | -43.46 | |
|
US REITs VNQ |
+32.43 | -29.31 | +32.48 | -29.31 | +75.28 | -29.31 | |
|
Belgium EWK |
+41.53 | -32.34 | +1.28 | -32.34 | +74.85 | -32.96 | |
|
Italy EWI |
+60.31 | -32.87 | +12.36 | -32.88 | +74.12 | -35.53 | |
|
Europe VGK |
+54.62 | -30.98 | +23.64 | -30.98 | +73.21 | -30.98 | |
|
Global Infrastructure IGF |
+50.43 | -17.00 | +28.22 | -29.59 | +72.80 | -29.59 | |
|
EAFE Stocks EFA |
+45.36 | -27.58 | +18.77 | -27.58 | +62.23 | -27.58 | |
|
Sweden EWD |
+53.30 | -40.26 | +28.23 | -40.26 | +58.48 | -40.26 | |
|
Japan EWJ |
+24.22 | -28.85 | +4.85 | -28.85 | +57.83 | -28.85 | |
|
Energy XLE |
+227.87 | -23.68 | +58.08 | -58.14 | +52.88 | -63.92 | |
|
Austria EWO |
+67.27 | -37.60 | -7.51 | -44.71 | +52.72 | -47.58 | |
|
Pacific VPL |
+33.26 | -28.15 | +6.64 | -28.15 | +52.46 | -28.15 | |
|
Canada EWC |
+66.65 | -22.93 | +38.45 | -26.90 | +48.85 | -34.11 | |
|
Germany EWG |
+43.41 | -41.66 | +1.16 | -41.66 | +46.49 | -41.66 | |
|
Israel EIS |
+25.33 | -29.46 | +16.94 | -29.46 | +42.13 | -29.46 | |
|
Hong Kong EWH |
+11.83 | -40.35 | -6.99 | -40.35 | +40.14 | -40.35 | |
|
Spain EWP |
+49.83 | -32.46 | +0.57 | -34.39 | +38.87 | -41.58 | |
|
High Yield Bonds HYG |
+12.67 | -15.25 | +12.50 | -15.25 | +34.16 | -15.25 | |
|
Australia EWA |
+66.94 | -23.37 | +29.85 | -31.36 | +33.58 | -31.36 | |
|
Preferred Stocks PFF |
+13.01 | -19.74 | +6.70 | -19.74 | +33.10 | -19.74 | |
|
United Kingdom EWU |
+49.81 | -21.24 | +12.39 | -29.97 | +31.98 | -29.97 | |
|
Invest. Grade Bonds LQD |
-3.58 | -23.27 | +8.79 | -23.27 | +26.14 | -23.27 | |
|
South Korea EWY |
+35.92 | -48.08 | -12.47 | -48.08 | +21.71 | -48.08 | |
|
Gold GLD |
+23.76 | -18.08 | +45.66 | -18.08 | +18.63 | -34.31 | |
|
International Bonds BNDX |
-7.36 | -14.88 | +1.46 | -14.88 | +18.29 | -14.88 | |
|
Emerg. Market Bonds EMB |
+1.07 | -26.75 | -4.05 | -26.75 | +15.71 | -26.75 | |
|
Emerging Markets EEM |
+22.66 | -36.52 | -8.85 | -36.52 | +14.32 | -36.52 | |
|
Long Term Treasuries TLT |
-32.05 | -41.64 | -3.40 | -41.64 | +14.25 | -41.64 | |
|
US Total Bond Market BND |
-7.43 | -17.28 | +4.51 | -17.28 | +13.85 | -17.28 | |
|
TIPS TIP |
+4.10 | -14.74 | +13.60 | -14.74 | +13.11 | -14.74 | |
|
US Cash BIL |
+2.31 | -0.16 | +6.30 | -0.16 | +7.22 | -0.28 | |
|
Thailand THD |
+38.18 | -17.33 | -16.37 | -39.48 | +4.28 | -39.98 | |
|
Singapore EWS |
+27.94 | -24.34 | -9.21 | -32.07 | +4.21 | -32.07 | |
|
Copper CPER |
+79.94 | -29.46 | +29.90 | -29.46 | +3.87 | -43.27 | |
|
Norway NORW |
+54.47 | -30.84 | -3.88 | -43.74 | +3.52 | -44.21 | |
|
China FXI |
-16.21 | -56.74 | -29.80 | -56.74 | +2.83 | -56.74 | |
|
South Africa EZA |
+67.02 | -33.64 | -19.30 | -51.68 | -0.86 | -53.99 | |
|
Mexico EWW |
+125.82 | -18.30 | +30.86 | -43.30 | -0.95 | -56.14 | |
|
Commodities DBC |
+112.30 | -17.07 | +44.79 | -37.77 | -9.98 | -58.92 | |
|
Peru EPU |
+47.07 | -31.60 | -16.86 | -45.01 | -12.57 | -53.79 | |
|
Latin America FLLA |
+60.41 | -22.53 | -11.81 | -46.22 | -17.85 | -50.15 | |
|
Silver SLV |
+69.50 | -36.79 | +43.54 | -36.79 | -19.33 | -52.41 | |
|
Greece GREK |
+85.99 | -25.28 | +14.35 | -44.11 | -20.47 | -74.10 | |
|
Indonesia EIDO |
+68.73 | -13.67 | -4.16 | -45.80 | -20.50 | -53.85 | |
|
Emerging Markets Infrastructure EMIF |
+18.88 | -22.13 | -23.78 | -37.28 | -20.77 | -39.25 | |
|
Brazil EWZ |
+45.99 | -28.49 | -18.74 | -50.35 | -23.58 | -61.50 | |
|
Poland EPOL |
+19.07 | -52.77 | -32.22 | -53.65 | -24.66 | -60.36 | |
|
Malaysia EWM |
+7.13 | -23.78 | -26.51 | -33.72 | -26.53 | -41.03 | |
|
Philippines EPHE |
+21.18 | -32.20 | -19.09 | -36.03 | -28.55 | -43.71 | |
|
Vietnam VNM |
+18.81 | -46.50 | -35.64 | -46.50 | -29.68 | -49.34 | |
|
Brent Oil BNO |
+236.88 | -21.69 | +38.87 | -69.90 | -36.08 | -84.53 | |
|
Platinum PPLT |
+35.41 | -30.16 | +3.71 | -30.16 | -40.39 | -55.97 | |
|
Turkey TUR |
+87.43 | -30.79 | -10.82 | -54.77 | -40.70 | -70.76 | |
|
Chile ECH |
+51.88 | -29.46 | -35.25 | -57.97 | -42.57 | -62.19 | |
|
Egypt EGPT |
-4.19 | -37.36 | -48.99 | -53.46 | -51.67 | -73.35 | |
|
Colombia GXG |
-0.71 | -41.89 | -46.04 | -49.60 | -69.52 | -70.97 | |
|
WTI Crude Oil USO |
+97.27 | -43.23 | -36.55 | -84.60 | -76.10 | -93.85 | |
|
Natural Gas UNG |
-44.70 | -78.07 | -69.23 | -81.40 | -92.07 | -93.47 | |
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