Last Update: 30 November 2022
Investing in Information Technology has been the best Investment Theme in the last 10 years, with a +18.42% annualized return.
On the other side, the worst investment has been Natural Gas, with a -12.60% 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: 30 November 2022
Cells with red background indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Oct 2022.
Waiting for updates, inflation of Nov 2022 is set to 0%.
Current inflation (annualized) is
1Y: 7.22%
, 3Y: 5.03%
, 5Y: 3.85%
, 10Y: 2.61%
| ETF | 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*)▾ | |
|---|---|---|---|---|---|---|---|---|
|
Information Technology XLK |
6.33 | 0.76 | -2.71 | -18.71 | 16.73 | 17.70 | 18.42 | |
|
US Technology QQQ |
5.54 | -1.80 | -4.49 | -25.05 | 13.33 | 14.37 | 17.23 | |
|
Healthcare XLV |
4.72 | 11.88 | 5.99 | 8.79 | 13.70 | 12.58 | 15.03 | |
|
Global Clean Energy ICLN |
12.02 | -4.60 | 7.19 | -8.76 | 25.64 | 20.68 | 14.74 | |
|
US Large Cap Growth VUG |
4.62 | -2.45 | -4.10 | -25.91 | 10.28 | 11.73 | 13.80 | |
|
Consumer Discretionary XLY |
1.49 | -5.81 | -5.01 | -27.97 | 7.02 | 9.77 | 13.32 | |
|
US Large Cap Blend SPY |
5.56 | 3.59 | -0.44 | -9.15 | 10.84 | 10.90 | 13.23 | |
|
Financials XLF |
6.86 | 10.44 | 3.44 | -2.49 | 8.66 | 7.88 | 13.13 | |
|
US Total Stock Market VTI |
5.17 | 3.21 | -0.29 | -11.27 | 10.16 | 10.25 | 12.89 | |
|
Industrials XLI |
7.81 | 9.98 | 8.39 | 2.59 | 9.28 | 8.38 | 12.77 | |
|
US Large Cap Value VTV |
5.99 | 9.19 | 2.84 | 8.31 | 10.38 | 9.61 | 12.52 | |
|
US Small Cap Growth IJT |
4.41 | 4.26 | 2.01 | -11.23 | 8.37 | 7.24 | 12.07 | |
|
US Small Cap Blend IJR |
4.00 | 5.32 | 1.38 | -6.15 | 9.23 | 7.18 | 11.90 | |
|
US Mid Cap Value VOE |
6.53 | 5.71 | -0.84 | 2.30 | 9.30 | 7.75 | 11.74 | |
|
US Mid Cap Blend IJH |
5.97 | 6.42 | 3.28 | -3.36 | 10.21 | 7.90 | 11.58 | |
|
US Small Cap Value IJS |
3.81 | 6.39 | 0.74 | -1.27 | 9.31 | 6.49 | 11.24 | |
|
US Mid Cap Growth IJK |
5.76 | 5.52 | 3.35 | -10.33 | 8.68 | 7.11 | 11.00 | |
|
Utilities XLU |
6.96 | -3.27 | -2.50 | 11.79 | 7.34 | 8.04 | 10.92 | |
|
Consumer Staples XLP |
6.12 | 6.26 | 5.09 | 12.61 | 10.46 | 9.53 | 10.84 | |
|
Materials XLB |
11.70 | 10.34 | -2.62 | -0.15 | 13.61 | 9.00 | 10.75 | |
|
Global Water CGW |
7.55 | 6.68 | 1.96 | -14.63 | 8.81 | 8.12 | 10.25 | |
|
Palladium PALL |
1.78 | -9.33 | -5.35 | 8.56 | 0.33 | 12.67 | 10.02 | |
|
Taiwan EWT |
21.99 | 1.17 | -10.94 | -19.28 | 11.40 | 9.30 | 9.09 | |
|
Netherlands EWN |
19.02 | 13.78 | 0.00 | -19.39 | 7.44 | 6.18 | 9.08 | |
|
World All Countries VT |
8.28 | 4.21 | -1.73 | -10.94 | 6.97 | 6.59 | 8.96 | |
|
Ireland EIRL |
11.22 | 10.04 | -1.05 | -10.08 | 2.26 | 1.44 | 8.64 | |
|
Real Estate XLRE |
6.83 | -5.38 | -9.75 | -14.57 | 3.67 | 6.62 | 8.35 | |
|
Argentina ARGT |
5.76 | 10.18 | 8.28 | 15.81 | 12.73 | 1.52 | 8.35 | |
|
US REITs VNQ |
6.15 | -4.26 | -9.56 | -14.81 | 1.58 | 4.70 | 7.36 | |
|
Switzerland EWL |
9.67 | 5.61 | -3.92 | -11.37 | 5.22 | 6.27 | 7.35 | |
|
New Zealand ENZL |
11.83 | 4.52 | 2.05 | -14.58 | -2.01 | 4.35 | 7.35 | |
|
France EWQ |
13.78 | 13.97 | 1.39 | -5.43 | 4.98 | 4.25 | 6.96 | |
|
Energy XLE |
1.28 | 14.46 | 6.80 | 74.42 | 22.93 | 11.01 | 6.39 | |
|
Global Infrastructure IGF |
8.71 | 1.23 | -4.93 | 8.27 | 3.49 | 3.62 | 6.35 | |
|
Belgium EWK |
11.61 | 9.72 | -4.86 | -11.66 | -0.61 | -0.82 | 5.78 | |
|
Japan EWJ |
11.62 | 4.12 | -2.18 | -13.92 | -0.30 | 0.28 | 5.77 | |
|
Sweden EWD |
13.68 | 11.34 | -5.59 | -21.12 | 5.47 | 3.46 | 5.37 | |
|
Israel EIS |
0.81 | -7.54 | -5.27 | -16.91 | 2.78 | 5.60 | 5.36 | |
|
Europe VGK |
13.49 | 11.14 | -2.74 | -10.14 | 3.45 | 2.71 | 5.34 | |
|
Pacific VPL |
13.16 | 4.12 | -3.39 | -10.97 | 1.47 | 0.93 | 5.33 | |
|
Communication Services XLC |
6.85 | -5.08 | -14.02 | -31.03 | 0.17 | 1.53 | 5.32 | |
|
EAFE Stocks EFA |
13.17 | 8.78 | -1.96 | -8.92 | 2.51 | 2.20 | 5.08 | |
|
Canada EWC |
6.54 | 4.45 | -6.29 | -3.93 | 8.12 | 6.27 | 4.50 | |
|
Australia EWA |
14.33 | 8.12 | -0.91 | 3.62 | 5.52 | 5.46 | 4.27 | |
|
Austria EWO |
15.51 | 13.79 | -5.83 | -15.62 | 1.33 | -1.19 | 4.05 | |
|
Italy EWI |
15.53 | 20.22 | -0.54 | -7.56 | 1.49 | 1.08 | 3.84 | |
|
Hong Kong EWH |
24.29 | -2.10 | -8.37 | -11.80 | -2.80 | -1.93 | 3.48 | |
|
Preferred Stocks PFF |
4.98 | -2.83 | -5.70 | -12.94 | -0.38 | 1.30 | 3.34 | |
|
High Yield Bonds HYG |
3.43 | 2.90 | -2.34 | -7.33 | 0.03 | 1.93 | 3.20 | |
|
Germany EWG |
16.36 | 16.25 | -4.23 | -17.00 | -1.72 | -2.71 | 3.12 | |
|
United Kingdom EWU |
12.45 | 9.06 | -3.20 | 2.97 | 2.10 | 1.82 | 2.91 | |
|
Thailand THD |
10.60 | 5.30 | -1.40 | 4.20 | -3.07 | -1.40 | 2.10 | |
|
Invest. Grade Bonds LQD |
6.65 | -0.48 | -4.27 | -16.66 | -2.99 | 0.75 | 1.98 | |
|
Spain EWP |
11.82 | 12.59 | -5.23 | -0.27 | -1.64 | -3.05 | 1.89 | |
|
Norway NORW |
10.12 | -1.25 | -9.47 | -6.64 | 5.22 | 2.92 | 1.84 | |
|
South Korea EWY |
17.16 | 4.82 | -10.79 | -18.12 | 2.97 | -2.38 | 1.80 | |
|
International Bonds BNDX |
2.43 | 0.01 | -2.21 | -10.96 | -2.93 | 0.40 | 1.78 | |
|
Emerging Markets EEM |
15.59 | 0.23 | -6.51 | -17.15 | -0.28 | -0.89 | 1.51 | |
|
Emerg. Market Bonds EMB |
10.07 | 2.66 | -2.90 | -15.74 | -4.35 | -1.24 | 1.07 | |
|
US Total Bond Market BND |
3.67 | -1.82 | -3.92 | -12.68 | -2.56 | 0.24 | 0.99 | |
|
TIPS TIP |
1.83 | -3.66 | -6.20 | -11.59 | 1.15 | 2.14 | 0.92 | |
|
US Cash BIL |
0.32 | 0.68 | 0.99 | 1.04 | 0.48 | 1.03 | 0.56 | |
|
Singapore EWS |
11.42 | 5.84 | 2.24 | -9.08 | -3.15 | -2.10 | 0.55 | |
|
Long Term Treasuries TLT |
7.15 | -7.54 | -10.76 | -30.81 | -8.33 | -1.87 | 0.42 | |
|
South Africa EZA |
17.00 | 11.57 | -6.05 | 2.28 | 2.94 | -1.95 | 0.31 | |
|
Gold GLD |
8.49 | 3.48 | -3.70 | -0.42 | 6.13 | 6.36 | -0.07 | |
|
Vietnam VNM |
9.42 | -16.63 | -20.32 | -38.10 | -6.61 | -4.83 | -0.23 | |
|
Mexico EWW |
6.59 | 21.81 | 5.10 | 22.49 | 9.63 | 3.78 | -0.23 | |
|
China FXI |
34.42 | -6.79 | -11.22 | -25.08 | -9.92 | -7.31 | -0.44 | |
|
Commodities DBC |
1.47 | -0.89 | -11.49 | 30.85 | 19.15 | 10.18 | -0.68 | |
|
Indonesia EIDO |
0.08 | 0.04 | -3.50 | 4.10 | 1.19 | -0.62 | -0.76 | |
|
Copper CPER |
12.14 | 8.00 | -12.13 | -12.93 | 11.08 | 3.03 | -1.01 | |
|
Latin America FLLA |
0.42 | 6.35 | -5.45 | 19.12 | -0.99 | 0.41 | -1.03 | |
|
Emerging Markets Infrastructure EMIF |
11.29 | 1.87 | -6.42 | -1.02 | -7.06 | -4.96 | -1.23 | |
|
Brazil EWZ |
-3.64 | 3.15 | -6.44 | 22.41 | -4.25 | 0.35 | -1.38 | |
|
Philippines EPHE |
11.77 | 2.21 | -7.78 | -14.97 | -6.66 | -5.25 | -1.43 | |
|
Peru EPU |
12.98 | 16.67 | -0.60 | 10.01 | -1.54 | -3.40 | -1.62 | |
|
Malaysia EWM |
8.25 | 1.70 | -4.16 | -3.80 | -2.55 | -2.96 | -2.62 | |
|
Turkey TUR |
26.15 | 52.51 | 65.68 | 97.27 | 11.97 | 0.94 | -3.30 | |
|
Brent Oil BNO |
-5.03 | -4.31 | -15.53 | 53.32 | 14.80 | 11.18 | -3.44 | |
|
Poland EPOL |
21.42 | 20.16 | -7.83 | -24.75 | -8.59 | -9.13 | -3.63 | |
|
Greece GREK |
10.41 | 13.29 | 0.26 | 4.70 | -1.74 | 1.64 | -4.02 | |
|
Silver SLV |
15.95 | 23.22 | 2.97 | -2.99 | 8.67 | 5.67 | -4.50 | |
|
Platinum PPLT |
11.56 | 22.45 | 6.48 | 10.02 | 4.25 | 1.27 | -4.84 | |
|
Chile ECH |
9.89 | -2.38 | -7.18 | 14.68 | 0.35 | -6.82 | -5.45 | |
|
Egypt EGPT |
11.71 | 1.77 | -2.77 | -25.36 | -11.85 | -8.53 | -6.90 | |
|
Colombia GXG |
7.82 | -7.10 | -35.66 | -21.10 | -13.23 | -8.60 | -10.45 | |
|
WTI Crude Oil USO |
-1.82 | -3.94 | -17.83 | 46.59 | -8.92 | -5.21 | -12.28 | |
|
Natural Gas UNG |
4.12 | -32.95 | -23.97 | 40.72 | 5.97 | -2.59 | -12.60 |
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: 30 November 2022
Cells with red background indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Oct 2022.
Waiting for updates, inflation of Nov 2022 is set to 0%.
| ETF | 2022(*) | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|
|
Information Technology XLK |
-21.27 | 34.83 | 43.62 | 49.86 | -1.66 | 34.25 | |
|
US Technology QQQ |
-25.90 | 27.42 | 48.40 | 38.96 | -0.12 | 32.66 | |
|
Healthcare XLV |
-0.21 | 25.59 | 13.34 | 20.45 | 6.28 | 21.77 | |
|
Global Clean Energy ICLN |
0.66 | -24.19 | 141.80 | 44.35 | -9.02 | 21.48 | |
|
US Large Cap Growth VUG |
-27.06 | 27.34 | 40.22 | 37.03 | -3.31 | 27.72 | |
|
Consumer Discretionary XLY |
-28.08 | 27.93 | 29.63 | 28.39 | 1.59 | 22.82 | |
|
US Large Cap Blend SPY |
-13.17 | 28.74 | 18.37 | 31.22 | -4.56 | 21.70 | |
|
Financials XLF |
-5.68 | 34.82 | -1.68 | 31.87 | -13.04 | 22.00 | |
|
US Total Stock Market VTI |
-14.51 | 25.67 | 21.03 | 30.67 | -5.21 | 21.21 | |
|
Industrials XLI |
-2.67 | 21.09 | 10.96 | 29.09 | -13.24 | 23.97 | |
|
US Large Cap Value VTV |
1.27 | 26.51 | 2.26 | 25.65 | -5.44 | 17.14 | |
|
US Small Cap Growth IJT |
-15.34 | 22.37 | 19.22 | 20.99 | -4.39 | 14.47 | |
|
US Small Cap Blend IJR |
-10.19 | 26.60 | 11.28 | 22.82 | -8.49 | 13.15 | |
|
US Mid Cap Value VOE |
-3.63 | 28.76 | 2.59 | 27.84 | -12.45 | 17.07 | |
|
US Mid Cap Blend IJH |
-8.07 | 24.71 | 13.58 | 26.10 | -11.18 | 16.26 | |
|
US Small Cap Value IJS |
-5.18 | 30.53 | 2.63 | 24.12 | -12.84 | 11.35 | |
|
US Mid Cap Growth IJK |
-13.78 | 18.68 | 22.44 | 25.96 | -10.52 | 19.64 | |
|
Utilities XLU |
1.92 | 16.81 | 0.57 | 25.91 | 3.92 | 12.03 | |
|
Consumer Staples XLP |
1.95 | 17.20 | 10.15 | 27.43 | -8.07 | 12.98 | |
|
Materials XLB |
-7.19 | 27.45 | 20.52 | 24.13 | -14.87 | 24.01 | |
|
Global Water CGW |
-19.15 | 31.71 | 15.42 | 34.04 | -10.42 | 27.08 | |
|
Palladium PALL |
-0.85 | -23.26 | 25.26 | 53.94 | 17.23 | 55.73 | |
|
Taiwan EWT |
-23.71 | 28.94 | 31.50 | 33.33 | -9.92 | 26.85 | |
|
Netherlands EWN |
-21.37 | 22.74 | 23.22 | 32.46 | -15.36 | 33.75 | |
|
World All Countries VT |
-14.21 | 18.27 | 16.61 | 26.82 | -9.76 | 24.49 | |
|
Ireland EIRL |
-17.48 | 13.72 | 9.62 | 28.14 | -21.91 | 29.82 | |
|
Real Estate XLRE |
-22.52 | 45.26 | -2.11 | 28.69 | -2.37 | 10.69 | |
|
Argentina ARGT |
6.86 | 3.83 | 14.57 | 14.50 | -32.63 | 53.87 | |
|
US REITs VNQ |
-22.33 | 40.52 | -4.68 | 28.87 | -6.02 | 4.91 | |
|
Switzerland EWL |
-17.00 | 20.19 | 11.79 | 31.58 | -9.19 | 23.36 | |
|
New Zealand ENZL |
-16.20 | -11.38 | 20.04 | 30.10 | 0.35 | 24.05 | |
|
France EWQ |
-10.56 | 21.47 | 2.85 | 26.67 | -12.88 | 29.13 | |
|
Energy XLE |
69.34 | 53.31 | -32.51 | 11.73 | -18.21 | -0.90 | |
|
Global Infrastructure IGF |
2.12 | 11.58 | -6.50 | 25.81 | -9.94 | 19.34 | |
|
Belgium EWK |
-15.99 | 12.87 | 0.00 | 25.92 | -20.39 | 23.71 | |
|
Japan EWJ |
-15.85 | 1.17 | 15.41 | 19.33 | -14.10 | 24.27 | |
|
Sweden EWD |
-25.62 | 22.86 | 22.26 | 21.74 | -12.76 | 21.88 | |
|
Israel EIS |
-20.53 | 22.84 | 12.01 | 20.94 | -4.83 | 12.79 | |
|
Europe VGK |
-14.58 | 16.88 | 6.11 | 24.86 | -14.91 | 26.99 | |
|
Pacific VPL |
-13.57 | 1.12 | 16.67 | 18.16 | -14.40 | 28.86 | |
|
Communication Services XLC |
-33.22 | 15.96 | 26.91 | 31.05 | -16.77 | -5.50 | |
|
EAFE Stocks EFA |
-12.76 | 11.46 | 7.59 | 22.03 | -13.81 | 25.10 | |
|
Canada EWC |
-7.75 | 27.00 | 5.52 | 27.56 | -17.16 | 15.74 | |
|
Australia EWA |
-1.51 | 8.95 | 8.26 | 22.41 | -12.02 | 19.93 | |
|
Austria EWO |
-20.30 | 31.54 | -3.68 | 17.07 | -22.87 | 52.50 | |
|
Italy EWI |
-12.61 | 14.41 | 1.67 | 26.97 | -17.20 | 28.73 | |
|
Hong Kong EWH |
-12.40 | -3.48 | 4.19 | 10.71 | -8.73 | 36.50 | |
|
Preferred Stocks PFF |
-15.74 | 7.13 | 7.44 | 15.92 | -4.63 | 8.10 | |
|
High Yield Bonds HYG |
-9.40 | 3.75 | 4.48 | 14.09 | -2.03 | 6.07 | |
|
Germany EWG |
-20.15 | 5.84 | 10.57 | 19.15 | -21.37 | 27.45 | |
|
United Kingdom EWU |
-3.11 | 18.22 | -11.80 | 21.25 | -14.28 | 21.59 | |
|
Thailand THD |
-1.76 | 1.85 | -9.87 | 8.33 | -8.21 | 31.48 | |
|
Invest. Grade Bonds LQD |
-16.64 | -1.85 | 10.97 | 17.37 | -3.79 | 7.06 | |
|
Spain EWP |
-5.31 | 0.27 | -3.95 | 11.91 | -15.32 | 26.99 | |
|
Norway NORW |
-10.03 | 18.11 | 1.22 | 12.52 | -8.03 | 22.46 | |
|
South Korea EWY |
-22.05 | -7.56 | 39.44 | 7.95 | -20.38 | 45.00 | |
|
International Bonds BNDX |
-10.29 | -2.28 | 4.65 | 7.87 | 2.81 | 2.40 | |
|
Emerging Markets EEM |
-18.40 | -3.61 | 17.03 | 18.20 | -15.31 | 37.28 | |
|
Emerg. Market Bonds EMB |
-17.52 | -2.24 | 5.42 | 15.48 | -5.47 | 10.28 | |
|
US Total Bond Market BND |
-12.41 | -1.86 | 7.71 | 8.83 | -0.12 | 3.57 | |
|
TIPS TIP |
-11.94 | 5.67 | 10.84 | 8.35 | -1.42 | 2.92 | |
|
US Cash BIL |
1.04 | -0.10 | 0.40 | 2.03 | 1.74 | 0.69 | |
|
Singapore EWS |
-8.80 | 5.56 | -8.49 | 14.53 | -11.33 | 34.82 | |
|
Long Term Treasuries TLT |
-29.39 | -4.60 | 18.15 | 14.12 | -1.61 | 9.18 | |
|
South Africa EZA |
-2.06 | 7.92 | -5.19 | 9.62 | -25.23 | 36.04 | |
|
Gold GLD |
-3.60 | -4.15 | 24.81 | 17.86 | -1.94 | 12.81 | |
|
Vietnam VNM |
-39.83 | 22.05 | 9.84 | 9.13 | -16.83 | 38.55 | |
|
Mexico EWW |
8.15 | 20.31 | -3.05 | 12.64 | -14.59 | 14.50 | |
|
China FXI |
-22.67 | -20.05 | 8.93 | 14.87 | -13.26 | 36.22 | |
|
Commodities DBC |
22.67 | 41.36 | -7.84 | 11.84 | -11.62 | 4.86 | |
|
Indonesia EIDO |
4.94 | -0.60 | -7.14 | 5.30 | -10.89 | 19.39 | |
|
Copper CPER |
-16.13 | 25.22 | 23.89 | 6.69 | -21.94 | 28.81 | |
|
Latin America FLLA |
13.10 | -9.34 | -15.02 | 19.53 | -6.47 | 27.79 | |
|
Emerging Markets Infrastructure EMIF |
-9.86 | 3.72 | -19.97 | 16.32 | -13.69 | 20.71 | |
|
Brazil EWZ |
17.49 | -17.27 | -20.33 | 27.65 | -2.57 | 23.65 | |
|
Philippines EPHE |
-14.40 | -2.22 | -3.94 | 8.50 | -17.50 | 20.20 | |
|
Peru EPU |
3.90 | -11.83 | -4.31 | 7.31 | -12.16 | 29.69 | |
|
Malaysia EWM |
-7.46 | -7.41 | 3.17 | -1.42 | -6.27 | 24.32 | |
|
Turkey TUR |
89.84 | -27.48 | -1.20 | 14.41 | -41.48 | 37.62 | |
|
Brent Oil BNO |
37.11 | 62.34 | -38.23 | 36.01 | -15.30 | 15.43 | |
|
Poland EPOL |
-27.74 | 12.22 | -8.37 | -6.14 | -13.78 | 52.43 | |
|
Greece GREK |
0.48 | 6.16 | -14.48 | 50.20 | -31.24 | 34.79 | |
|
Silver SLV |
-5.02 | -12.45 | 47.30 | 14.88 | -9.19 | 5.82 | |
|
Platinum PPLT |
6.60 | -10.75 | 10.78 | 20.85 | -14.95 | 2.38 | |
|
Chile ECH |
22.12 | -20.02 | -7.11 | -17.79 | -18.96 | 41.82 | |
|
Egypt EGPT |
-30.03 | 11.36 | -11.50 | 6.81 | -13.85 | 24.82 | |
|
Colombia GXG |
-21.40 | -11.48 | -16.32 | 30.40 | -19.90 | 11.88 | |
|
WTI Crude Oil USO |
29.19 | 64.68 | -67.79 | 32.61 | -19.57 | 2.47 | |
|
Natural Gas UNG |
69.90 | 35.76 | -45.43 | -31.77 | 5.96 | -37.58 |
Stocks
Bonds
Commodities
(*)YTD - 30 November 2022
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: 30 November 2022
3Y |
5Y |
10Y |
|||||
|---|---|---|---|---|---|---|---|
| ETF | Return | DD | Return | DD | Return | DD | |
|
Information Technology XLK |
+59.04 | -31.22 | +125.88 | -31.22 | +442.34 | -31.22 | |
|
US Technology QQQ |
+45.56 | -32.49 | +95.65 | -32.49 | +390.21 | -32.49 | |
|
Healthcare XLV |
+46.98 | -13.07 | +80.82 | -13.07 | +305.60 | -13.21 | |
|
Global Clean Energy ICLN |
+98.33 | -36.37 | +155.95 | -36.37 | +295.39 | -36.37 | |
|
US Large Cap Growth VUG |
+34.12 | -33.03 | +74.09 | -33.03 | +264.30 | -33.03 | |
|
Consumer Discretionary XLY |
+22.57 | -32.50 | +59.40 | -32.50 | +249.33 | -32.50 | |
|
US Large Cap Blend SPY |
+36.17 | -23.93 | +67.73 | -23.93 | +246.44 | -23.93 | |
|
Financials XLF |
+28.30 | -31.75 | +46.09 | -31.75 | +243.38 | -31.75 | |
|
US Total Stock Market VTI |
+33.67 | -24.81 | +62.91 | -24.81 | +236.26 | -24.81 | |
|
Industrials XLI |
+30.50 | -27.13 | +49.54 | -27.13 | +232.56 | -27.13 | |
|
US Large Cap Value VTV |
+34.48 | -25.07 | +58.24 | -25.07 | +225.25 | -25.07 | |
|
US Small Cap Growth IJT |
+27.25 | -28.48 | +41.84 | -32.91 | +212.52 | -32.91 | |
|
US Small Cap Blend IJR |
+30.32 | -32.77 | +41.45 | -36.12 | +207.77 | -36.12 | |
|
US Mid Cap Value VOE |
+30.58 | -31.25 | +45.22 | -31.25 | +203.48 | -31.25 | |
|
US Mid Cap Blend IJH |
+33.88 | -29.70 | +46.24 | -29.70 | +199.09 | -29.70 | |
|
US Small Cap Value IJS |
+30.63 | -37.50 | +36.92 | -40.32 | +190.19 | -40.32 | |
|
US Mid Cap Growth IJK |
+28.36 | -25.49 | +40.99 | -25.49 | +183.97 | -25.49 | |
|
Utilities XLU |
+23.66 | -18.82 | +47.17 | -18.82 | +181.86 | -18.82 | |
|
Consumer Staples XLP |
+34.77 | -13.28 | +57.62 | -13.63 | +179.76 | -13.63 | |
|
Materials XLB |
+46.63 | -26.15 | +53.84 | -26.15 | +177.68 | -26.15 | |
|
Global Water CGW |
+28.81 | -32.28 | +47.73 | -32.28 | +165.33 | -32.28 | |
|
Palladium PALL |
+1.00 | -41.41 | +81.56 | -41.41 | +159.86 | -46.07 | |
|
Taiwan EWT |
+38.25 | -37.46 | +56.02 | -37.46 | +138.70 | -37.46 | |
|
Netherlands EWN |
+24.04 | -41.29 | +34.94 | -41.29 | +138.45 | -41.29 | |
|
World All Countries VT |
+22.40 | -25.52 | +37.56 | -25.52 | +135.90 | -25.52 | |
|
Ireland EIRL |
+6.93 | -39.15 | +7.39 | -39.15 | +128.98 | -39.15 | |
|
Real Estate XLRE |
+11.41 | -28.90 | +37.80 | -28.90 | +122.99 | -28.90 | |
|
Argentina ARGT |
+43.26 | -38.17 | +7.82 | -55.87 | +122.92 | -55.87 | |
|
US REITs VNQ |
+4.81 | -29.31 | +25.81 | -29.31 | +103.38 | -29.31 | |
|
Switzerland EWL |
+16.51 | -27.53 | +35.54 | -27.53 | +103.30 | -27.53 | |
|
New Zealand ENZL |
-5.91 | -37.29 | +23.70 | -37.29 | +103.15 | -37.29 | |
|
France EWQ |
+15.70 | -29.04 | +23.14 | -29.04 | +95.94 | -29.04 | |
|
Energy XLE |
+85.77 | -50.44 | +68.56 | -58.14 | +85.75 | -63.92 | |
|
Global Infrastructure IGF |
+10.84 | -29.59 | +19.45 | -29.59 | +85.08 | -29.59 | |
|
Belgium EWK |
-1.83 | -32.34 | -4.02 | -32.96 | +75.41 | -32.96 | |
|
Japan EWJ |
-0.90 | -28.85 | +1.42 | -28.85 | +75.15 | -28.85 | |
|
Sweden EWD |
+17.34 | -40.26 | +18.52 | -40.26 | +68.73 | -40.26 | |
|
Israel EIS |
+8.57 | -25.74 | +31.32 | -25.74 | +68.53 | -25.74 | |
|
Europe VGK |
+10.73 | -30.98 | +14.28 | -30.98 | +68.30 | -30.98 | |
|
Pacific VPL |
+4.48 | -28.15 | +4.75 | -28.15 | +68.11 | -28.15 | |
|
Communication Services XLC |
+0.50 | -43.46 | +7.91 | -43.46 | +67.86 | -43.46 | |
|
EAFE Stocks EFA |
+7.73 | -27.58 | +11.52 | -27.58 | +64.18 | -27.58 | |
|
Canada EWC |
+26.38 | -26.90 | +35.52 | -26.90 | +55.24 | -34.11 | |
|
Australia EWA |
+17.50 | -31.36 | +30.44 | -31.36 | +51.92 | -31.36 | |
|
Austria EWO |
+4.04 | -37.60 | -5.79 | -47.58 | +48.74 | -47.58 | |
|
Italy EWI |
+4.53 | -32.87 | +5.50 | -33.30 | +45.82 | -35.53 | |
|
Hong Kong EWH |
-8.17 | -40.35 | -9.31 | -40.35 | +40.80 | -40.35 | |
|
Preferred Stocks PFF |
-1.15 | -19.74 | +6.67 | -19.74 | +38.87 | -19.74 | |
|
High Yield Bonds HYG |
+0.08 | -15.25 | +10.04 | -15.25 | +37.03 | -15.25 | |
|
Germany EWG |
-5.07 | -41.66 | -12.82 | -41.66 | +35.92 | -41.66 | |
|
United Kingdom EWU |
+6.45 | -29.97 | +9.43 | -29.97 | +33.19 | -29.97 | |
|
Thailand THD |
-8.93 | -34.39 | -6.81 | -39.98 | +23.11 | -39.98 | |
|
Invest. Grade Bonds LQD |
-8.72 | -23.27 | +3.79 | -23.27 | +21.69 | -23.27 | |
|
Spain EWP |
-4.85 | -32.46 | -14.33 | -38.72 | +20.60 | -41.58 | |
|
Norway NORW |
+16.50 | -37.03 | +15.49 | -43.74 | +19.97 | -44.21 | |
|
South Korea EWY |
+9.19 | -48.08 | -11.33 | -48.08 | +19.52 | -48.08 | |
|
International Bonds BNDX |
-8.54 | -14.88 | +2.01 | -14.88 | +19.25 | -14.88 | |
|
Emerging Markets EEM |
-0.85 | -36.52 | -4.38 | -36.52 | +16.16 | -36.52 | |
|
Emerg. Market Bonds EMB |
-12.48 | -26.75 | -6.05 | -26.75 | +11.27 | -26.75 | |
|
US Total Bond Market BND |
-7.48 | -17.28 | +1.20 | -17.28 | +10.36 | -17.28 | |
|
TIPS TIP |
+3.50 | -14.74 | +11.19 | -14.74 | +9.63 | -14.74 | |
|
US Cash BIL |
+1.45 | -0.16 | +5.27 | -0.16 | +5.74 | -0.28 | |
|
Singapore EWS |
-9.16 | -28.13 | -10.08 | -32.07 | +5.63 | -32.07 | |
|
Long Term Treasuries TLT |
-22.95 | -41.64 | -9.02 | -41.64 | +4.26 | -41.64 | |
|
South Africa EZA |
+9.09 | -42.14 | -9.36 | -53.99 | +3.14 | -53.99 | |
|
Gold GLD |
+19.55 | -18.08 | +36.09 | -18.08 | -0.75 | -38.90 | |
|
Vietnam VNM |
-18.55 | -45.01 | -21.93 | -46.14 | -2.24 | -49.34 | |
|
Mexico EWW |
+31.76 | -38.18 | +20.41 | -43.79 | -2.30 | -56.14 | |
|
China FXI |
-26.90 | -56.74 | -31.60 | -56.74 | -4.31 | -56.74 | |
|
Commodities DBC |
+69.16 | -31.66 | +62.37 | -37.77 | -6.63 | -60.59 | |
|
Indonesia EIDO |
+3.62 | -42.60 | -3.04 | -48.60 | -7.32 | -53.85 | |
|
Copper CPER |
+37.06 | -29.46 | +16.07 | -34.19 | -9.62 | -47.94 | |
|
Latin America FLLA |
-2.93 | -46.22 | +2.07 | -46.32 | -9.87 | -50.26 | |
|
Emerging Markets Infrastructure EMIF |
-19.71 | -37.28 | -22.47 | -39.25 | -11.63 | -39.25 | |
|
Brazil EWZ |
-12.21 | -50.35 | +1.74 | -50.35 | -12.96 | -61.64 | |
|
Philippines EPHE |
-18.67 | -33.68 | -23.63 | -40.64 | -13.42 | -43.71 | |
|
Peru EPU |
-4.56 | -37.71 | -15.90 | -45.01 | -15.04 | -55.68 | |
|
Malaysia EWM |
-7.45 | -23.78 | -13.93 | -33.72 | -23.33 | -41.03 | |
|
Turkey TUR |
+40.40 | -35.64 | +4.77 | -57.84 | -28.52 | -70.76 | |
|
Brent Oil BNO |
+51.29 | -66.33 | +69.85 | -69.90 | -29.52 | -84.53 | |
|
Poland EPOL |
-23.62 | -52.77 | -38.06 | -60.36 | -30.92 | -60.36 | |
|
Greece GREK |
-5.12 | -43.83 | +8.47 | -47.13 | -33.67 | -74.10 | |
|
Silver SLV |
+28.33 | -36.79 | +31.72 | -36.79 | -36.87 | -59.67 | |
|
Platinum PPLT |
+13.30 | -30.16 | +6.54 | -30.16 | -39.13 | -58.82 | |
|
Chile ECH |
+1.05 | -34.95 | -29.75 | -59.61 | -42.92 | -63.33 | |
|
Egypt EGPT |
-31.51 | -38.69 | -35.98 | -53.46 | -51.09 | -73.35 | |
|
Colombia GXG |
-34.68 | -46.00 | -36.22 | -48.48 | -66.83 | -71.53 | |
|
WTI Crude Oil USO |
-24.45 | -81.34 | -23.46 | -84.60 | -73.04 | -93.85 | |
|
Natural Gas UNG |
+19.01 | -48.40 | -12.32 | -75.35 | -73.98 | -91.34 | |
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