Last Update: 31 January 2020

Investing in S&P Information Technology has been the best Investment Theme in the last 10 years, with a +18.27% annualized return.

On the other side, the worst investment has been Natural Gas, with a -26.16% 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 January 2020
ETF 1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) ▾
S&P Information Technology (XLK) +3.99 +14.31 +18.78 +45.73 +25.71 +20.94 +18.27
S&P Consumer Discretionary (XLY) -0.08 +4.04 +4.50 +16.77 +15.38 +13.96 +17.48
S&P Healthcare (XLV) -2.67 +5.75 +10.39 +11.85 +14.04 +9.25 +14.21
US Large Caps (SPY) -0.04 +6.59 +9.20 +21.45 +14.39 +12.23 +13.85
S&P Industrials (XLI) -0.44 +3.82 +5.30 +15.34 +10.71 +10.48 +13.76
S&P Real Estate (XLRE) +1.45 +0.82 +6.71 +17.89 +12.21 +6.80 +13.14
S&P Utilities (XLU) +6.75 +8.19 +17.63 +29.89 +15.62 +11.03 +12.88
US REITs (VNQ) +1.23 +0.66 +7.65 +16.63 +8.82 +6.01 +12.72
S&P Consumer Staples (XLP) +0.32 +4.14 +7.81 +21.58 +9.29 +8.51 +12.20
S&P Financials (XLF) -2.66 +4.92 +7.14 +17.87 +10.75 +11.98 +11.94
US Small Caps (IWM) -3.10 +3.64 +3.28 +9.15 +7.26 +8.25 +11.90
Global Water (CGW) +1.43 +6.92 +14.12 +25.71 +14.18 +10.52 +11.07
Thailand (THD) -9.92 -9.60 -13.54 -11.10 +3.91 +2.38 +9.93
S&P Communication Services (XLC) +0.52 +6.73 +6.64 +17.88 +1.07 +5.90 +9.57
World Developed (VT) -1.56 +4.45 +7.50 +15.61 +10.84 +8.71 +9.41
Switzerland (EWL) +0.25 +5.60 +9.60 +24.78 +12.31 +7.60 +9.13
S&P Materials (XLB) -6.17 -0.42 -0.17 +10.29 +5.56 +5.96 +9.09
Hong Kong (EWH) -5.84 -2.83 -7.01 -4.86 +6.35 +4.28 +7.79
Long Term Treasuries (TLT) +7.69 +3.83 +10.95 +22.44 +9.41 +3.62 +7.76
Global Infrastructure (IGF) +1.23 +4.51 +8.95 +17.40 +10.40 +6.06 +7.63
Netherlands (EWN) -3.46 +2.64 +6.47 +18.72 +12.22 +8.80 +7.57
Belgium (EWK) -3.46 +1.89 +2.91 +12.36 +5.59 +5.67 +7.48
Taiwan (EWT) -7.71 +0.23 +10.32 +16.88 +9.42 +7.43 +7.35
Sweden (EWD) -2.71 +2.83 +10.96 +12.17 +5.86 +3.74 +7.33
Preferred Stocks (PFF) +1.52 +3.01 +4.86 +11.40 +5.82 +4.81 +6.58
High Yield Bonds (HYG) -0.47 +2.01 +3.16 +8.21 +5.35 +4.77 +6.41
Emerging Market Bonds (EMB) +1.24 +3.23 +4.28 +11.57 +6.21 +5.72 +6.32
Investment Grade Bonds (LQD) +2.45 +3.48 +7.16 +16.32 +7.34 +4.60 +6.08
Europe (VGK) -3.09 +2.59 +7.46 +13.42 +8.29 +4.91 +6.02
Pacific (VPL) -3.59 -0.12 +4.99 +6.10 +6.20 +5.95 +5.96
Germany (EWG) -2.96 -0.07 +6.38 +9.41 +3.70 +2.66 +5.75
EAFE Stocks (EFA) -2.82 +1.20 +5.87 +11.20 +7.37 +4.98 +5.67
France (EWQ) -4.00 +0.76 +5.63 +14.55 +10.50 +7.28 +5.60
Japan (EWJ) -2.52 -0.42 +7.52 +8.63 +6.26 +6.39 +5.59
Australia (EWA) -1.68 +0.78 +1.32 +12.52 +6.55 +5.14 +5.37
United Kingdom (EWU) -4.28 +2.10 +5.30 +8.17 +5.68 +2.11 +4.62
Singapore (EWS) -5.18 -3.15 -2.59 +1.87 +5.92 +1.80 +4.54
Canada (EWC) -0.74 +4.47 +5.90 +12.16 +5.32 +4.54 +4.15
South Korea (EWY) -7.30 -0.05 +6.32 -8.99 +2.03 +2.74 +3.98
US Total Bond Market (BND) +1.98 +1.86 +4.41 +9.77 +4.65 +2.94 +3.65
Peru (EPU) -7.04 -1.69 -3.09 -6.22 +2.08 +5.12 +3.58
Gold (GLD) +4.50 +4.84 +12.10 +19.70 +8.92 +3.88 +3.49
TIPS (TIP) +2.14 +2.79 +3.99 +9.11 +3.63 +2.27 +3.27
Austria (EWO) -3.89 -1.94 +3.99 +3.49 +7.82 +9.34 +3.17
Israel (EIS) +2.30 +6.90 +8.02 +11.21 +8.55 +6.84 +3.11
Emerging Markets (EEM) -6.15 +0.99 +2.95 +0.53 +6.54 +3.83 +3.08
China (FXI) -8.92 -1.63 -1.51 -5.22 +5.36 +1.89 +2.88
Emerging Markets Infrastructure (EMIF) -6.41 -1.14 +2.76 +0.64 +3.41 +0.38 +2.83
S&P Energy (XLE) -10.99 -4.11 -10.55 -10.58 -5.91 -3.22 +2.56
South Africa (EZA) -8.95 -0.98 -4.96 -12.58 -1.04 -3.40 +2.16
Malaysia (EWM) -5.89 -3.52 -6.09 -10.21 +1.28 -3.08 +2.06
Mexico (EWW) +1.84 +4.48 +12.18 +4.98 +3.26 -1.85 +1.77
Italy (EWI) -2.44 +0.38 +7.22 +14.59 +10.43 +4.31 +0.90
Silver (SLV) +0.84 -0.59 +10.59 +11.76 +0.38 +0.34 +0.56
US Cash (BIL) +0.12 +0.34 +0.83 +1.98 +1.51 +0.91 +0.42
Spain (EWP) -3.15 +0.24 +4.48 +1.43 +3.99 +0.52 +0.24
Brazil (EWZ) -7.78 -0.44 -0.21 -0.88 +8.65 +7.69 -1.09
Global Clean Energy (ICLN) +3.15 +14.50 +13.76 +29.60 +16.27 +6.61 -1.89
Colombia (GXG) -4.67 +0.41 +3.13 +5.60 +2.37 -2.52 -2.17
Vietnam (VNM) -6.88 -7.59 -7.36 -5.37 +4.04 -2.35 -3.01
Commodities (DBC) -8.59 -3.37 -4.74 -4.55 -1.60 -2.92 -4.05
Chile (ECH) -7.98 -10.99 -20.10 -32.95 -5.77 -2.39 -4.25
Turkey (TUR) +2.44 +13.42 +7.51 -0.36 -3.03 -9.65 -4.42
Crude Oil (USO) -15.38 -4.07 -9.97 -4.49 -1.43 -9.46 -11.22
Natural Gas (UNG) -14.77 -30.95 -26.08 -43.16 -22.97 -23.45 -26.16
Stocks Bonds Commodities
(*) annualized

Investment Theme Yearly Returns

Click on timeframe buttons to switch date range. Columns are sortable.

INVESTMENT THEMES - YEARLY RETURNS (%)
Last Update: 31 January 2020
ETF 2017 2018 2019 2020(*)
S&P Information Technology (XLK) +34.25 -1.66 +49.86 +3.99
S&P Consumer Discretionary (XLY) +22.82 +1.59 +28.39 -0.08
S&P Healthcare (XLV) +21.77 +6.28 +20.45 -2.67
US Large Caps (SPY) +21.70 -4.56 +31.22 -0.04
S&P Industrials (XLI) +23.97 -13.24 +29.09 -0.44
S&P Real Estate (XLRE) +10.69 -2.37 +28.69 +1.45
S&P Utilities (XLU) +12.03 +3.92 +25.91 +6.75
US REITs (VNQ) +4.91 -6.02 +28.87 +1.23
S&P Consumer Staples (XLP) +12.98 -8.07 +27.43 +0.32
S&P Financials (XLF) +22.00 -13.04 +31.87 -2.66
US Small Caps (IWM) +14.59 -11.11 +25.39 -3.10
Global Water (CGW) +27.08 -10.42 +34.04 +1.43
Thailand (THD) +31.48 -8.21 +8.33 -9.92
S&P Communication Services (XLC) -5.50 -16.77 +31.05 +0.52
World Developed (VT) +24.49 -9.76 +26.82 -1.56
Switzerland (EWL) +23.36 -9.19 +31.58 +0.25
S&P Materials (XLB) +24.00 -14.87 +24.13 -6.17
Hong Kong (EWH) +36.50 -8.73 +10.71 -5.84
Long Term Treasuries (TLT) +9.18 -1.61 +14.12 +7.69
Global Infrastructure (IGF) +19.34 -9.94 +25.81 +1.23
Netherlands (EWN) +33.75 -15.36 +32.46 -3.46
Belgium (EWK) +23.71 -20.39 +25.92 -3.46
Taiwan (EWT) +26.85 -9.92 +33.33 -7.71
Sweden (EWD) +21.88 -12.76 +21.74 -2.71
Preferred Stocks (PFF) +8.10 -4.63 +15.92 +1.52
High Yield Bonds (HYG) +6.07 -2.03 +14.09 -0.47
Emerging Market Bonds (EMB) +10.28 -5.47 +15.48 +1.24
Investment Grade Bonds (LQD) +7.06 -3.79 +17.37 +2.45
Europe (VGK) +26.99 -14.91 +24.86 -3.09
Pacific (VPL) +28.86 -14.40 +18.16 -3.59
Germany (EWG) +27.44 -21.37 +19.15 -2.96
EAFE Stocks (EFA) +25.10 -13.81 +22.03 -2.82
France (EWQ) +29.13 -12.88 +26.67 -4.00
Japan (EWJ) +24.27 -14.10 +19.33 -2.52
Australia (EWA) +19.93 -12.02 +22.41 -1.68
United Kingdom (EWU) +21.59 -14.28 +21.25 -4.28
Singapore (EWS) +34.81 -11.33 +14.53 -5.18
Canada (EWC) +15.74 -17.16 +27.56 -0.74
South Korea (EWY) +45.00 -20.38 +7.95 -7.30
US Total Bond Market (BND) +3.57 -0.12 +8.83 +1.98
Peru (EPU) +29.69 -12.16 +7.31 -7.04
Gold (GLD) +12.81 -1.94 +17.86 +4.50
TIPS (TIP) +2.92 -1.42 +8.35 +2.14
Austria (EWO) +52.50 -22.87 +17.07 -3.89
Israel (EIS) +12.79 -4.83 +20.94 +2.30
Emerging Markets (EEM) +37.28 -15.31 +18.20 -6.15
China (FXI) +36.22 -13.26 +14.87 -8.92
Emerging Markets Infrastructure (EMIF) +20.71 -13.69 +16.32 -6.41
S&P Energy (XLE) -0.90 -18.21 +11.73 -10.99
South Africa (EZA) +36.04 -25.23 +9.62 -8.95
Malaysia (EWM) +24.32 -6.27 -1.42 -5.89
Mexico (EWW) +14.50 -14.59 +12.64 +1.84
Italy (EWI) +28.73 -17.20 +26.97 -2.44
Silver (SLV) +5.82 -9.19 +14.88 +0.84
US Cash (BIL) +0.69 +1.74 +2.03 +0.12
Spain (EWP) +26.99 -15.32 +11.91 -3.15
Brazil (EWZ) +23.65 -2.57 +27.65 -7.78
Global Clean Energy (ICLN) +21.48 -9.02 +44.35 +3.15
Colombia (GXG) +11.88 -19.90 +30.40 -4.67
Vietnam (VNM) +38.55 -16.83 +9.13 -6.88
Commodities (DBC) +4.86 -11.62 +11.84 -8.59
Chile (ECH) +41.82 -18.96 -17.79 -7.98
Turkey (TUR) +37.62 -41.48 +14.41 +2.44
Crude Oil (USO) +2.47 -19.57 +32.61 -15.38
Natural Gas (UNG) -37.58 +5.96 -31.77 -14.77
Stocks Bonds Commodities
(*)YTD - 31 January 2020

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 January 2020
3Y
5Y
10Y
ETF Return DD Return DD Return DD
S&P Information Technology (XLK) +98.67 -17.36 +158.69 -17.36 +435.42 -17.36
S&P Consumer Discretionary (XLY) +53.61 -15.19 +92.21 -15.19 +400.93 -16.08
S&P Healthcare (XLV) +48.32 -9.35 +55.60 -13.21 +277.54 -13.21
US Large Caps (SPY) +49.68 -13.52 +78.06 -13.52 +265.99 -16.22
S&P Industrials (XLI) +35.70 -17.67 +64.59 -17.67 +263.04 -23.69
S&P Real Estate (XLRE) +41.27 -8.99 +38.92 -13.08 +243.68 -17.37
S&P Utilities (XLU) +54.55 -12.51 +68.77 -12.73 +236.00 -12.73
US REITs (VNQ) +28.87 -11.73 +33.89 -14.87 +231.22 -17.37
S&P Consumer Staples (XLP) +30.55 -13.64 +50.44 -13.64 +216.22 -13.64
S&P Financials (XLF) +35.83 -18.40 +76.05 -18.40 +208.81 -29.20
US Small Caps (IWM) +23.41 -22.14 +48.64 -22.14 +207.95 -25.05
Global Water (CGW) +48.87 -10.96 +64.92 -10.96 +185.69 -17.88
Thailand (THD) +12.18 -17.60 +12.48 -26.05 +157.67 -33.23
S&P Communication Services (XLC) +3.23 -21.67 +33.20 -21.67 +149.36 -21.67
World Developed (VT) +36.16 -14.44 +51.83 -14.44 +145.76 -21.87
Switzerland (EWL) +41.66 -13.07 +44.21 -18.07 +139.64 -22.07
S&P Materials (XLB) +17.61 -18.14 +33.60 -23.07 +138.73 -27.37
Hong Kong (EWH) +20.30 -18.38 +23.30 -22.63 +111.81 -25.35
Long Term Treasuries (TLT) +30.96 -8.68 +19.47 -15.07 +111.22 -18.03
Global Infrastructure (IGF) +34.55 -11.00 +34.21 -15.34 +108.68 -16.40
Netherlands (EWN) +41.31 -20.00 +52.44 -20.00 +107.39 -30.61
Belgium (EWK) +17.71 -26.58 +31.73 -26.58 +105.67 -28.79
Taiwan (EWT) +31.01 -15.59 +43.08 -22.69 +103.23 -26.19
Sweden (EWD) +18.63 -17.90 +20.16 -18.33 +102.95 -33.40
Preferred Stocks (PFF) +18.49 -7.49 +26.48 -7.49 +89.04 -9.23
High Yield Bonds (HYG) +16.94 -4.41 +26.22 -9.47 +86.13 -9.47
Emerging Market Bonds (EMB) +19.80 -7.24 +32.08 -7.24 +84.52 -11.29
Investment Grade Bonds (LQD) +23.67 -5.56 +25.19 -5.56 +80.47 -6.38
Europe (VGK) +26.98 -19.45 +27.08 -19.45 +79.38 -27.75
Pacific (VPL) +19.77 -18.28 +33.50 -18.28 +78.38 -18.42
Germany (EWG) +11.53 -25.84 +14.02 -25.84 +74.98 -34.88
EAFE Stocks (EFA) +23.79 -17.92 +27.53 -17.92 +73.57 -23.23
France (EWQ) +34.93 -18.39 +42.11 -18.39 +72.42 -34.00
Japan (EWJ) +19.99 -18.20 +36.30 -18.20 +72.21 -21.32
Australia (EWA) +20.96 -14.26 +28.50 -23.16 +68.71 -30.84
United Kingdom (EWU) +18.04 -17.37 +11.02 -20.05 +57.13 -24.52
Singapore (EWS) +18.84 -18.59 +9.34 -28.70 +55.95 -29.27
Canada (EWC) +16.81 -17.82 +24.86 -26.65 +50.13 -34.10
South Korea (EWY) +6.22 -31.00 +14.46 -31.00 +47.81 -32.12
US Total Bond Market (BND) +14.60 -2.65 +15.59 -3.68 +43.14 -4.01
Peru (EPU) +6.37 -20.07 +28.34 -34.93 +42.17 -56.53
Gold (GLD) +29.23 -11.67 +20.96 -17.81 +40.93 -42.90
TIPS (TIP) +11.28 -2.48 +11.85 -4.82 +37.90 -9.25
Austria (EWO) +25.35 -28.96 +56.27 -28.96 +36.59 -40.08
Israel (EIS) +27.92 -14.32 +39.24 -16.01 +35.82 -36.54
Emerging Markets (EEM) +20.92 -22.76 +20.68 -27.65 +35.42 -32.70
China (FXI) +16.95 -24.41 +9.80 -39.43 +32.87 -39.43
Emerging Markets Infrastructure (EMIF) +10.57 -19.18 +1.89 -27.78 +32.19 -28.64
S&P Energy (XLE) -16.71 -24.85 -15.09 -29.95 +28.73 -41.10
South Africa (EZA) -3.09 -32.05 -15.90 -34.96 +23.79 -34.96
Malaysia (EWM) +3.88 -20.66 -14.47 -26.23 +22.66 -36.12
Mexico (EWW) +10.09 -26.91 -8.91 -28.01 +19.23 -39.97
Italy (EWI) +34.65 -25.38 +23.51 -27.70 +9.38 -47.93
Silver (SLV) +1.14 -23.31 +1.69 -31.15 +5.79 -71.87
US Cash (BIL) +4.60 -0.02 +4.65 -0.10 +4.33 -0.38
Spain (EWP) +12.44 -22.06 +2.62 -27.85 +2.46 -49.10
Brazil (EWZ) +28.25 -30.09 +44.85 -43.59 -10.39 -70.47
Global Clean Energy (ICLN) +57.18 -16.53 +37.70 -33.16 -17.40 -64.54
Colombia (GXG) +7.28 -26.84 -11.98 -40.30 -19.73 -64.25
Vietnam (VNM) +12.61 -24.39 -11.20 -29.34 -26.31 -49.28
Commodities (DBC) -4.71 -18.59 -13.75 -30.28 -33.86 -60.02
Chile (ECH) -16.32 -44.24 -11.40 -44.24 -35.24 -56.71
Turkey (TUR) -8.81 -54.77 -39.79 -57.88 -36.36 -68.21
Crude Oil (USO) -4.24 -37.76 -39.17 -56.12 -69.58 -80.08
Natural Gas (UNG) -54.29 -61.51 -73.72 -73.86 -95.18 -95.18
Stocks Bonds Commodities
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