Investment Theme Returns

Last Update: 29 February 2024

Investing in Information Technology has been the best Investment Theme in the last 10 years, with a +20.64% annualized return.

On the other side, the worst investment has been Natural Gas, with a -27.43% 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 - Metrics

Columns are sortable, assets are pre-ordered by 10 year return.

Only ETFs with a historical serie longer than 10 years are displayed.

INVESTMENT THEMES
Metrics: Return - Risk - Drawdown
Last Update: 29 February 2024
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Feb 2024. Current inflation (annualized) is 1Y: 3.17% , 3Y: 5.68% , 5Y: 4.19% , 10Y: 2.82%
Returns over 1 year are annualized. Last update: 29 February 2024.
Risk is represented as the annualized Standard Deviation of monthly returns.
High values of Standard Deviation mean high fluctuations in prices.
Last update: 29 February 2024.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Assets usually grant less severe drawdowns.
Last update: 29 February 2024.
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Feb 2024. 2024: 0.75%, 2023: 3.32%, 2022: 6.41%, 2021: 7.18%
Last update: 29 February 2024.
Swipe left to see all data
Return (%) - Feb 29, 2024
St.Dev. (%)
Ann. Return / St.Dev.
Max Drawdown (%)
Return / Drawdown
Ulcer Index
YTD(%)
Yearly Returns (%)
Dividend Yield (%)
Ticker Asset 1M 3M 6M 1Y 3Y 5Y 10Y 1Y 3Y 5Y 10Y 1Y 3Y 5Y 10Y 3Y 5Y 10Y 3Y 5Y 10Y 3Y 5Y 10Y 2024 2023 2022 2021 2024 2023 2022 2021
XLK
Information Technology
4.70
12.03
18.34
52.93
17.60
25.21
20.64
18.18 22.74 22.34 18.64 2.91 0.77 1.13 1.11 -31.22 -31.22 -31.22 0.56 0.81 0.66 13.39 10.82 8.18
7.53
56.02
-27.73
34.83
0.00 1.18 0.75 0.87
QQQ
US Technology
5.28
13.19
16.60
50.57
12.51
21.24
18.10
16.29 22.31 21.69 18.36 3.10 0.56 0.98 0.99 -32.58 -32.58 -32.58 0.38 0.65 0.56 15.80 12.56 9.41
7.20
54.85
-32.58
27.42
0.00 0.95 0.54 0.54
VUG
US Large Cap Growth
7.07
14.10
17.93
47.59
11.05
18.33
14.73
15.92 22.01 21.35 17.55 2.99 0.50 0.86 0.84 -33.15 -33.15 -33.15 0.33 0.55 0.44 16.98 13.50 9.99
9.38
46.83
-33.15
27.34
0.00 0.85 0.47 0.61
SPY
US Large Cap Blend
5.22
11.78
13.68
30.18
11.78
14.63
12.58
13.04 17.45 18.16 15.04 2.31 0.68 0.81 0.84 -23.93 -23.93 -23.93 0.49 0.61 0.53 9.90 8.38 6.39
6.89
26.19
-18.17
28.74
0.00 1.74 1.34 1.54
XLY
Consumer Discretionary
7.89
9.45
8.41
27.80
5.41
11.91
12.01
20.39 25.22 24.36 19.65 1.36 0.21 0.49 0.61 -36.27 -36.27 -36.27 0.15 0.33 0.33 18.82 15.01 10.98
3.13
39.64
-36.27
27.93
0.00 1.08 0.63 0.68
VTI
US Total Stock Market
5.30
12.11
13.69
28.61
9.71
13.82
11.96
13.76 17.57 18.69 15.49 2.08 0.55 0.74 0.77 -24.81 -24.81 -24.81 0.39 0.56 0.48 10.83 9.13 6.94
6.48
26.05
-19.51
25.67
0.00 1.80 1.33 1.51
ARGT
Argentina
-4.83
-0.26
6.15
27.63
21.07
13.31
11.14
37.60 32.87 37.56 31.79 0.73 0.64 0.35 0.35 -30.81 -49.03 -55.87 0.68 0.27 0.20 11.07 17.45 19.63
-2.88
53.66
10.36
3.83
0.00 2.42 2.68 0.96
XLV
Healthcare
3.16
10.78
9.65
15.78
10.32
11.42
11.06
10.93 14.58 14.89 14.02 1.44 0.71 0.77 0.79 -13.07 -13.07 -13.21 0.79 0.87 0.84 5.26 4.73 5.03
6.19
2.06
-2.09
25.59
0.00 1.61 1.42 1.66
XLI
Industrials
7.18
13.65
12.87
21.96
11.90
11.62
10.88
18.34 20.00 21.53 18.27 1.20 0.59 0.54 0.60 -20.74 -27.13 -27.13 0.57 0.43 0.40 6.65 7.75 6.50
6.15
18.13
-5.58
21.09
0.00 1.90 1.53 1.50
XLF
Financials
4.08
12.92
18.44
15.07
9.74
11.03
10.76
19.01 19.97 22.82 19.27 0.79 0.49 0.48 0.56 -23.13 -31.75 -31.75 0.42 0.35 0.34 10.72 12.09 9.61
7.29
12.03
-10.60
34.82
0.00 1.89 1.80 2.17
EDEN
Denmark
3.69
11.81
14.10
19.71
9.58
15.58
10.46
13.86 20.62 19.42 16.57 1.42 0.46 0.80 0.63 -34.38 -34.38 -34.38 0.28 0.45 0.30 12.44 9.96 8.63
5.98
17.99
-11.44
14.80
0.00 2.22 1.29 0.84
EWT
Taiwan
3.76
7.24
14.53
19.54
2.71
14.78
10.39
16.35 22.93 22.29 18.91 1.20 0.12 0.66 0.55 -37.46 -37.46 -37.46 0.07 0.39 0.28 17.06 13.78 11.80
0.65
29.20
-28.84
28.94
0.00 13.76 11.35 3.32
VTV
US Large Cap Value
3.34
9.53
10.04
14.57
10.67
10.52
10.17
12.58 15.47 17.47 14.50 1.16 0.69 0.60 0.70 -15.33 -25.07 -25.07 0.70 0.42 0.41 4.44 6.78 5.35
4.23
9.33
-2.07
26.51
0.00 2.64 2.42 2.68
IJK
US Mid Cap Growth
9.58
17.29
14.23
20.61
5.10
10.72
9.51
17.95 20.05 20.92 17.42 1.15 0.25 0.51 0.55 -25.49 -25.49 -25.49 0.20 0.42 0.37 12.38 10.49 8.26
9.14
17.42
-19.03
18.68
0.00 1.32 0.87 0.59
IJH
US Mid Cap Blend
5.86
13.09
10.07
12.95
6.57
10.31
9.36
18.88 19.75 21.98 18.14 0.69 0.33 0.47 0.52 -21.57 -29.70 -29.70 0.30 0.35 0.32 8.71 8.96 7.23
4.02
16.42
-13.10
24.71
0.00 1.68 1.45 1.46
INDA
India
2.55
11.17
16.35
32.10
9.99
11.11
9.12
9.20 13.82 19.40 18.36 3.49 0.72 0.57 0.50 -15.45 -32.31 -34.00 0.65 0.34 0.27 6.51 8.64 10.05
4.81
17.16
-8.94
21.41
0.00 0.19 0.00 7.27
IJT
US Small Cap Growth
4.14
13.76
9.46
11.74
1.01
7.67
8.91
19.91 20.09 22.47 19.34 0.59 0.05 0.34 0.46 -26.22 -28.48 -32.91 0.04 0.27 0.27 14.46 12.59 10.95
1.41
17.12
-21.32
22.37
0.00 1.19 0.85 0.77
XLP
Consumer Staples
2.10
6.15
3.79
6.09
8.28
9.34
8.63
12.18 14.20 14.02 12.59 0.50 0.58 0.67 0.69 -12.86 -13.28 -13.63 0.64 0.70 0.63 4.60 4.52 4.38
3.36
-0.83
-0.83
17.20
0.00 2.56 2.41 2.63
XLB
Materials
6.51
6.99
6.89
9.27
8.18
12.05
8.59
19.06 21.82 22.22 18.98 0.49 0.38 0.54 0.45 -23.73 -26.15 -26.15 0.34 0.46 0.33 8.90 8.39 8.39
2.36
12.45
-12.31
27.45
0.00 2.22 1.96 2.05
IJR
US Small Cap Blend
3.22
11.84
7.33
6.39
2.22
7.65
8.48
21.74 20.47 23.68 20.05 0.29 0.11 0.32 0.42 -23.11 -32.77 -36.12 0.10 0.23 0.23 10.82 11.29 10.11
-0.83
16.07
-16.19
26.60
0.00 1.51 1.17 1.92
VT
World All Countries
4.49
9.88
11.33
22.34
6.47
10.49
8.47
13.58 16.57 17.81 14.83 1.65 0.39 0.59 0.57 -25.52 -25.52 -25.52 0.25 0.41 0.33 10.55 9.14 7.38
4.49
22.02
-18.01
18.27
0.00 2.51 1.78 2.13
VOE
US Mid Cap Value
4.06
9.18
9.06
8.89
7.55
8.99
8.46
17.61 18.27 20.99 17.05 0.50 0.41 0.43 0.50 -17.81 -31.25 -31.25 0.42 0.29 0.27 6.34 8.66 6.79
2.43
9.86
-7.95
28.76
0.00 2.46 2.06 2.26
EWN
Netherlands
4.83
14.04
16.61
19.21
4.40
11.91
8.44
19.11 24.61 23.25 18.99 1.01 0.18 0.51 0.44 -41.29 -41.29 -41.29 0.11 0.29 0.20 19.75 15.94 12.37
6.97
22.10
-24.41
22.74
0.00 2.16 1.48 1.24
CGW
Global Water
4.38
6.85
7.28
10.80
5.69
10.35
8.04
18.45 21.36 19.65 16.07 0.59 0.27 0.53 0.50 -32.28 -32.28 -32.28 0.18 0.32 0.25 15.92 13.02 9.83
0.28
15.51
-21.99
31.71
0.00 1.76 1.12 2.06
XLC
Communication Services
4.59
14.02
17.75
49.72
4.41
12.54
7.92
12.02 20.82 20.78 17.31 4.14 0.21 0.60 0.46 -43.46 -43.46 -43.46 0.10 0.29 0.18 24.23 19.09 14.53
9.22
52.81
-37.63
15.96
0.00 1.25 0.69 0.85
XLU
Utilities
1.06
-0.12
0.37
-1.27
5.03
4.86
7.80
13.48 17.71 16.97 14.99 -0.09 0.28 0.29 0.52 -17.63 -18.82 -18.82 0.29 0.26 0.41 7.79 8.22 6.94
-1.94
-7.17
1.42
16.81
0.00 3.08 2.91 3.23
IJS
US Small Cap Value
2.37
9.71
5.01
0.91
2.96
6.96
7.54
23.86 21.83 25.83 21.51 0.04 0.14 0.27 0.35 -20.65 -37.50 -40.32 0.14 0.19 0.19 8.28 11.70 10.48
-3.21
14.69
-11.33
30.53
0.00 1.61 1.29 1.97
XLRE
Real Estate
2.57
6.17
7.63
6.03
4.79
5.75
7.19
19.58 22.13 19.83 17.24 0.31 0.22 0.29 0.42 -32.24 -32.24 -32.24 0.15 0.18 0.22 18.37 14.95 11.31
-2.37
12.37
-26.25
45.26
0.00 3.64 2.67 3.75
EIRL
Ireland
6.18
16.09
14.25
28.21
10.08
11.07
6.38
17.53 24.20 24.72 20.34 1.61 0.42 0.45 0.31 -39.15 -39.15 -39.15 0.26 0.28 0.16 16.46 14.76 12.86
8.15
35.12
-18.81
13.72
0.00 1.33 0.91 0.92
EWQ
France
3.71
7.73
7.47
13.30
9.46
9.47
6.05
16.76 20.69 22.55 18.62 0.79 0.46 0.42 0.32 -29.04 -29.04 -29.04 0.33 0.33 0.21 9.82 10.49 10.70
2.63
21.73
-11.99
21.47
0.00 3.24 2.76 4.46
VNQ
US REITs
1.98
5.95
6.13
4.14
2.73
4.12
6.04
19.88 21.63 20.48 17.77 0.21 0.13 0.20 0.34 -32.78 -32.78 -32.78 0.08 0.13 0.18 18.50 15.71 12.03
-3.18
11.79
-26.24
40.52
0.00 4.30 2.82 3.53
EWJ
Japan
4.40
11.95
13.72
26.19
2.25
6.75
5.73
10.45 15.37 15.26 13.72 2.51 0.15 0.44 0.42 -28.85 -28.85 -28.85 0.08 0.23 0.20 13.12 10.78 9.42
7.76
20.32
-17.72
1.17
0.00 2.41 1.00 2.07
EWL
Switzerland
-1.45
3.08
1.50
10.38
4.79
8.35
5.45
15.70 17.75 16.19 14.04 0.66 0.27 0.52 0.39 -27.53 -27.53 -27.53 0.17 0.30 0.20 11.93 9.66 8.88
-3.00
17.70
-18.86
20.19
0.00 2.44 1.63 2.05
VPL
Pacific
3.68
8.65
9.21
16.20
0.14
5.33
5.04
12.43 16.17 16.59 14.50 1.30 0.01 0.32 0.35 -28.15 -28.15 -28.15 0.00 0.19 0.18 12.49 10.61 9.71
2.75
15.58
-15.20
1.12
0.00 3.52 2.29 3.15
ENZL
New Zealand
-2.19
-1.10
1.59
-5.13
-8.21
0.65
4.70
19.50 20.83 21.39 19.04 -0.26 -0.39 0.03 0.25 -33.90 -37.29 -37.29 -0.24 0.02 0.13 19.57 18.53 13.94
-7.13
3.00
-16.17
-11.38
0.00 3.02 1.34 2.14
EWC
Canada
1.16
6.55
7.44
10.57
6.83
8.05
4.56
16.65 18.61 20.33 17.79 0.63 0.37 0.40 0.26 -22.93 -26.90 -34.11 0.30 0.30 0.13 10.10 9.56 13.12
0.25
14.75
-12.95
27.00
0.00 2.56 2.01 2.31
EWD
Sweden
5.89
12.51
21.60
14.71
1.74
9.15
4.46
23.73 25.68 24.89 19.78 0.62 0.07 0.37 0.23 -40.26 -40.26 -40.26 0.04 0.23 0.11 20.70 16.73 14.17
0.18
25.10
-27.79
22.86
0.00 2.95 2.58 6.44
EFA
EAFE Stocks
2.99
8.02
9.37
14.89
4.54
6.83
4.38
13.64 17.22 17.88 14.99 1.09 0.26 0.38 0.29 -27.58 -27.58 -27.58 0.16 0.25 0.16 10.04 9.37 9.09
2.52
18.40
-14.35
11.46
0.00 3.44 2.25 3.62
IGF
Global Infrastructure
0.60
1.03
2.41
1.48
4.89
3.69
4.30
15.03 16.07 18.58 15.10 0.10 0.30 0.20 0.28 -17.00 -29.59 -29.59 0.29 0.12 0.15 6.05 9.50 7.96
-3.00
6.17
-1.23
11.58
0.00 3.48 2.59 2.65
VGK
Europe
2.40
6.61
8.31
12.91
5.50
7.52
4.24
15.46 19.30 20.28 16.82 0.84 0.28 0.37 0.25 -30.98 -30.98 -30.98 0.18 0.24 0.14 11.31 10.59 10.63
1.15
20.21
-16.00
16.88
0.00 3.70 2.67 3.49
ICLN
Global Clean Energy
0.72
-1.30
-12.78
-26.46
-17.71
8.68
4.21
25.58 28.30 32.08 26.59 -1.03 -0.63 0.27 0.16 -48.31 -55.16 -55.16 -0.37 0.16 0.08 25.26 26.82 24.09
-10.66
-20.38
-5.41
-24.19
0.00 1.25 0.83 0.89
EWA
Australia
1.27
8.74
9.92
8.72
3.89
6.59
4.10
17.32 22.20 23.03 19.47 0.50 0.18 0.29 0.21 -23.37 -31.36 -31.36 0.17 0.21 0.13 9.26 9.86 12.29
-1.73
13.86
-5.86
8.95
0.00 4.11 4.78 5.32
GLD
Gold
0.46
0.30
5.16
11.50
5.37
8.83
4.02
12.37 13.39 14.38 14.00 0.93 0.40 0.61 0.29 -15.91 -18.08 -20.76 0.34 0.49 0.19 5.92 6.98 8.35
-0.97
12.69
-0.77
-4.15
0.00 0.00 0.00 0.00
EWI
Italy
6.39
9.40
12.40
23.17
9.89
9.19
3.88
18.79 22.42 25.29 22.11 1.23 0.44 0.36 0.18 -32.87 -32.87 -35.53 0.30 0.28 0.11 11.63 12.04 17.17
5.01
30.66
-14.10
14.41
0.00 4.32 3.79 2.95
EIS
Israel
8.64
18.09
16.18
19.47
1.10
4.56
3.84
25.20 21.55 22.00 18.57 0.77 0.05 0.21 0.21 -38.63 -38.63 -38.63 0.03 0.12 0.10 19.83 16.17 12.81
9.52
5.46
-27.03
22.84
0.00 1.45 1.20 1.27
XLE
Energy
3.27
2.81
-1.49
6.69
26.46
11.23
3.83
16.27 28.04 36.94 29.68 0.41 0.94 0.30 0.13 -17.12 -52.34 -63.92 1.55 0.21 0.06 6.28 19.49 27.92
2.74
-0.64
64.17
53.31
0.00 3.45 5.90 6.27
PFF
Preferred Stocks
0.92
6.79
8.24
5.18
0.20
2.81
3.72
11.46 12.92 12.89 9.72 0.45 0.02 0.22 0.38 -20.63 -20.63 -20.63 0.01 0.14 0.18 11.88 9.66 6.98
3.74
8.59
-18.80
7.13
0.56 6.98 4.14 4.65
EPU
Peru
4.43
17.20
12.04
26.52
2.59
1.68
3.27
22.52 26.39 27.42 24.56 1.18 0.10 0.06 0.13 -31.60 -39.60 -45.01 0.08 0.04 0.07 17.52 17.47 20.34
2.24
25.35
2.13
-11.83
0.00 5.05 5.45 2.69
HYG
High Yield Bonds
0.30
3.62
5.81
10.12
1.18
2.92
3.14
6.29 9.30 9.53 7.70 1.61 0.13 0.31 0.41 -15.25 -15.25 -15.25 0.08 0.19 0.21 7.03 5.83 4.57
0.42
11.00
-10.99
3.75
0.50 6.20 4.59 4.08
EWO
Austria
-2.55
0.56
5.13
2.11
3.37
4.03
3.14
17.53 23.12 27.21 23.02 0.12 0.15 0.15 0.14 -37.60 -37.60 -47.58 0.09 0.11 0.07 15.76 16.75 19.41
-4.49
20.64
-21.92
31.54
0.00 6.53 3.59 3.12
EWW
Mexico
-2.13
4.75
7.44
15.78
20.24
11.16
3.01
21.33 23.57 26.51 23.53 0.74 0.86 0.42 0.13 -18.30 -38.18 -55.47 1.11 0.29 0.05 7.14 12.92 26.30
-3.85
40.36
1.26
20.31
0.00 3.02 3.59 2.44
EWK
Belgium
0.00
0.11
-0.17
-0.63
0.64
2.82
3.00
17.27 18.20 20.62 17.27 -0.04 0.03 0.14 0.17 -32.34 -32.34 -32.96 0.02 0.09 0.09 13.84 12.89 12.46
-3.77
7.47
-13.93
12.87
0.00 2.20 2.17 3.98
LQD
Invest. Grade Bonds
-1.93
2.38
3.66
5.99
-3.57
1.67
2.43
10.97 11.38 10.43 8.12 0.55 -0.31 0.16 0.30 -22.99 -23.27 -23.27 -0.16 0.07 0.10 13.52 10.84 7.94
-2.37
9.40
-17.93
-1.85
0.35 4.27 2.66 2.23
EMB
Emerg. Market Bonds
0.78
4.08
5.62
8.90
-2.86
0.20
2.37
9.17 11.99 12.74 9.99 0.97 -0.24 0.02 0.24 -26.75 -26.75 -26.75 -0.11 0.01 0.09 15.30 12.30 8.94
-0.44
10.22
-18.64
-2.24
0.41 5.10 3.99 3.73
EEM
Emerging Markets
4.17
3.03
4.06
7.46
-7.24
1.11
2.35
15.58 17.78 18.89 17.29 0.48 -0.41 0.06 0.14 -36.52 -36.52 -36.52 -0.20 0.03 0.06 21.53 17.53 16.91
-0.55
8.99
-20.56
-3.61
0.00 2.81 1.95 1.89
EWZ
Brazil
0.27
0.57
10.87
28.50
10.61
1.02
2.33
23.87 28.48 34.17 34.03 1.19 0.37 0.03 0.07 -28.49 -50.35 -61.50 0.37 0.02 0.04 13.87 24.30 28.92
-5.58
32.69
12.35
-17.27
0.00 7.18 12.89 7.56
EWY
South Korea
7.80
4.36
5.34
12.46
-8.22
2.15
2.29
24.56 26.18 26.19 22.41 0.51 -0.31 0.08 0.10 -48.08 -48.08 -48.08 -0.17 0.04 0.05 27.42 22.15 20.79
-2.17
19.06
-26.60
-7.56
0.00 2.92 0.90 1.95
FLLA
Latin America
-0.42
2.56
9.02
22.86
11.02
2.60
2.28
22.00 24.87 30.08 27.18 1.04 0.44 0.09 0.08 -22.53 -46.22 -50.15 0.49 0.06 0.05 11.17 18.53 25.77
-4.79
32.80
7.75
-9.34
0.00 6.93 9.57 6.03
BNDX
International Bonds
-0.54
2.06
3.57
6.68
-2.10
0.45
2.10
5.37 6.09 5.45 4.26 1.24 -0.34 0.08 0.49 -14.32 -14.88 -14.88 -0.15 0.03 0.14 8.93 7.38 5.29
-1.12
8.79
-12.76
-2.28
0.17 4.66 1.31 3.55
EWG
Germany
5.40
7.86
9.75
15.37
1.33
5.10
2.08
18.89 23.11 24.01 19.91 0.81 0.06 0.21 0.10 -41.66 -41.66 -41.66 0.03 0.12 0.05 18.66 15.49 15.66
3.20
23.36
-22.20
5.84
0.00 3.08 2.44 2.80
PALL
Palladium
-3.76
-7.09
-23.36
-33.77
-26.30
-9.91
1.83
22.42 32.96 31.93 30.38 -1.51 -0.80 -0.31 0.06 -68.36 -68.36 -68.36 -0.38 -0.14 0.03 41.57 33.22 27.49
-14.05
-38.77
-6.28
-23.26
0.00 0.00 0.00 0.00
TIP
TIPS
-1.05
1.70
1.78
1.82
-1.52
2.23
1.77
5.53 7.26 6.36 5.17 0.33 -0.21 0.35 0.34 -14.76 -14.76 -14.76 -0.10 0.15 0.12 8.88 6.93 5.08
-0.72
3.27
-13.10
5.67
0.00 2.79 5.89 4.41
EWU
United Kingdom
0.99
3.44
4.70
5.81
6.69
3.95
1.58
13.07 16.00 18.77 16.00 0.44 0.42 0.21 0.10 -21.24 -29.97 -29.97 0.32 0.13 0.05 5.99 10.97 11.95
-0.91
12.42
-4.38
18.22
0.00 4.51 3.19 4.97
TUR
Turkey
4.72
7.42
1.11
10.63
16.23
9.55
1.57
30.68 34.79 35.56 33.07 0.35 0.47 0.27 0.05 -30.79 -35.64 -64.14 0.53 0.27 0.02 15.45 17.20 40.00
16.14
-8.66
105.81
-27.48
0.00 3.90 3.95 2.97
BND
US Total Bond Market
-1.36
1.97
2.38
3.47
-3.21
0.54
1.39
7.20 7.18 6.30 4.92 0.48 -0.45 0.09 0.28 -16.55 -17.28 -17.28 -0.19 0.03 0.08 10.04 8.36 6.03
-1.53
5.41
-13.11
-1.86
0.29 3.20 2.23 2.06
BIL
US Cash
0.44
1.30
2.62
5.20
2.36
1.82
1.18
0.13 0.67 0.58 0.48 38.92 3.52 3.13 2.44 -0.11 -0.16 -0.22 21.62 11.06 5.39 0.04 0.06 0.08
0.87
4.94
1.40
-0.10
0.44 5.03 1.36 0.00
THD
Thailand
-0.69
-2.11
-13.57
-14.57
-6.25
-5.55
1.08
16.68 18.15 22.45 19.21 -0.87 -0.34 -0.25 0.06 -23.72 -39.40 -39.98 -0.26 -0.14 0.03 11.95 19.98 16.52
-7.55
-12.62
1.22
1.85
0.00 2.50 2.40 3.14
CPER
Copper
-1.24
0.38
1.49
-3.82
-1.63
5.35
1.05
12.69 19.65 20.83 19.69 -0.30 -0.08 0.26 0.05 -29.46 -29.46 -37.98 -0.06 0.18 0.03 15.90 13.92 20.41
-1.04
4.55
-15.14
25.22
0.00 0.00 0.00 0.00
EWH
Hong Kong
4.15
-0.33
-7.69
-16.47
-11.96
-6.01
1.01
18.92 22.64 21.88 19.29 -0.87 -0.53 -0.27 0.05 -40.35 -40.35 -40.35 -0.30 -0.15 0.02 23.35 19.59 15.23
-5.99
-13.81
-6.82
-3.48
0.00 3.57 2.65 2.63
TLT
Long Term Treasuries
-2.26
3.83
-0.68
-4.13
-10.91
-2.64
0.97
18.03 16.42 16.21 13.74 -0.23 -0.66 -0.16 0.07 -42.18 -47.74 -47.74 -0.26 -0.06 0.02 24.42 24.19 18.28
-4.45
2.51
-31.24
-4.60
0.31 3.41 1.81 1.42
EWS
Singapore
0.40
2.01
-1.34
-0.64
-2.16
-1.03
0.57
16.86 16.36 19.86 17.88 -0.04 -0.13 -0.05 0.03 -24.34 -28.13 -32.07 -0.09 -0.04 0.02 13.09 13.61 14.90
-4.87
6.22
-9.79
5.56
0.00 6.56 2.26 6.03
EIDO
Indonesia
2.33
3.68
-2.04
0.47
1.50
-0.76
0.43
15.07 14.16 23.32 21.36 0.03 0.11 -0.03 0.02 -16.12 -43.22 -48.60 0.09 -0.02 0.01 6.49 14.50 17.99
0.22
2.58
-0.15
-0.60
0.00 2.95 2.48 1.31
EWP
Spain
-0.95
-2.61
4.37
9.83
5.81
3.26
0.33
18.50 20.69 24.05 20.83 0.53 0.28 0.14 0.02 -32.46 -32.46 -41.58 0.18 0.10 0.01 12.53 13.52 22.02
-4.44
30.29
-5.16
0.27
0.00 3.45 2.85 3.22
SLV
Silver
-0.86
-10.38
-7.41
7.86
-5.62
7.22
0.19
24.64 24.77 31.23 26.67 0.32 -0.23 0.23 0.01 -35.98 -36.79 -36.79 -0.16 0.20 0.01 18.79 16.57 22.06
-4.82
-1.09
2.37
-12.45
0.00 0.00 0.00 0.00
NORW
Norway
-1.33
-0.21
0.91
-1.43
-1.39
0.71
-0.38
17.54 22.41 26.13 22.17 -0.08 -0.06 0.03 -0.02 -30.84 -37.03 -44.21 -0.05 0.02 -0.01 15.79 15.46 22.16
-6.60
4.99
-14.12
18.11
0.00 5.30 3.40 1.15
EPOL
Poland
6.44
10.41
25.28
52.14
10.17
2.18
-0.62
30.62 33.91 33.55 27.67 1.70 0.30 0.07 -0.02 -52.77 -52.77 -60.36 0.19 0.04 -0.01 22.84 22.51 29.38
2.91
50.79
-24.62
12.22
0.00 4.21 1.95 1.48
DBC
Commodities
-1.52
-3.54
-6.21
-2.93
11.52
8.11
-0.89
12.36 16.33 18.69 17.38 -0.24 0.71 0.43 -0.05 -22.97 -31.66 -57.79 0.50 0.26 -0.02 11.92 13.06 34.94
-0.23
-6.23
19.34
41.36
0.00 4.42 0.70 0.00
EZA
South Africa
-5.28
-6.99
-3.83
-6.62
-4.33
-2.04
-1.06
27.45 25.73 27.90 25.28 -0.24 -0.17 -0.07 -0.04 -33.64 -43.48 -53.99 -0.13 -0.05 -0.02 19.13 19.32 22.34
-11.10
1.50
-5.13
7.92
0.00 2.82 3.60 2.17
EPHE
Philippines
3.70
10.48
13.79
6.10
-1.58
-2.70
-1.21
17.10 21.25 21.66 18.77 0.36 -0.07 -0.12 -0.06 -32.20 -36.03 -43.71 -0.05 -0.08 -0.03 15.89 19.49 22.31
5.66
1.26
-15.86
-2.22
0.00 2.01 1.44 1.02
EMIF
Emerging Markets Infrastructure
3.07
6.17
4.45
4.84
-0.14
-3.36
-1.36
15.01 17.67 21.70 18.59 0.32 -0.01 -0.15 -0.07 -22.13 -37.28 -39.25 -0.01 -0.09 -0.03 9.98 22.89 20.40
0.56
5.71
-12.57
3.72
0.00 2.74 2.63 3.97
FXI
China
7.63
-4.45
-12.26
-13.54
-19.96
-9.49
-1.59
23.48 32.29 27.55 24.17 -0.58 -0.62 -0.34 -0.07 -56.48 -56.74 -56.74 -0.35 -0.17 -0.03 35.08 27.90 25.02
-2.54
-12.35
-20.67
-20.05
0.00 2.70 2.03 1.26
PGAL
Portugal
0.00
-0.90
1.72
3.31
1.81
1.92
-1.99
15.71 19.23 21.55 20.20 0.21 0.09 0.09 -0.10 -25.00 -25.99 -47.58 0.07 0.07 -0.04 10.28 10.87 30.25
-3.20
10.32
-5.48
2.64
0.00 4.41 3.08 3.43
ECH
Chile
3.54
-1.38
-6.00
-1.97
-0.69
-6.52
-2.15
23.40 29.63 30.74 25.98 -0.08 -0.02 -0.21 -0.08 -29.46 -50.92 -59.61 -0.02 -0.13 -0.04 15.90 31.70 32.41
-6.66
8.98
25.17
-20.02
0.00 4.99 8.02 3.94
VNM
Vietnam
6.38
8.74
-6.03
26.51
-6.37
-2.62
-2.92
28.20 25.99 26.40 22.84 0.94 -0.25 -0.10 -0.13 -46.50 -46.50 -49.34 -0.14 -0.06 -0.06 29.05 23.97 26.81
4.57
15.06
-43.75
22.05
0.00 5.69 0.52 0.59
EWM
Malaysia
2.79
4.12
4.91
3.56
-3.14
-3.19
-3.41
13.20 15.60 15.53 15.48 0.27 -0.20 -0.21 -0.22 -21.04 -24.49 -41.03 -0.15 -0.13 -0.08 11.40 13.08 27.34
2.26
-3.60
-5.98
-7.41
0.00 3.26 2.75 5.72
BNO
Brent Oil
3.05
4.57
0.03
7.95
22.43
9.61
-3.71
22.45 25.98 41.19 36.99 0.35 0.86 0.23 -0.10 -28.14 -66.33 -84.53 0.80 0.14 -0.04 12.73 24.50 56.22
8.86
-3.43
35.25
62.34
0.00 0.00 0.00 0.00
GREK
Greece
2.98
9.45
8.92
26.45
19.26
13.26
-4.09
22.48 22.67 28.87 30.73 1.18 0.85 0.46 -0.13 -25.28 -43.83 -74.10 0.76 0.30 -0.06 8.58 16.72 57.57
8.29
42.73
0.98
6.16
0.00 3.65 2.85 2.25
PPLT
Platinum
-4.09
-5.61
-9.61
-8.20
-10.05
-0.39
-5.40
20.32 19.15 22.61 21.06 -0.40 -0.53 -0.02 -0.26 -30.16 -30.16 -53.05 -0.33 -0.01 -0.10 19.48 16.19 36.51
-11.21
-8.18
10.43
-10.75
0.00 0.00 0.00 0.00
EGPT
Egypt
11.88
19.95
58.11
69.09
6.65
0.67
-6.00
19.24 22.00 23.95 24.79 3.59 0.30 0.03 -0.24 -37.36 -44.76 -73.35 0.18 0.01 -0.08 21.43 25.89 54.93
20.51
27.04
-24.63
11.36
0.00 7.23 0.98 2.66
GXG
Colombia
-0.93
13.47
20.76
33.61
-1.70
-5.68
-6.81
23.21 26.68 31.82 29.22 1.45 -0.06 -0.18 -0.23 -41.89 -47.37 -70.97 -0.04 -0.12 -0.10 25.68 30.89 54.06
1.39
24.94
-25.06
-11.48
0.00 8.27 9.09 2.02
USO
WTI Crude Oil
3.44
4.59
-2.26
9.15
21.10
-5.16
-12.96
24.23 26.44 45.88 39.65 0.38 0.80 -0.11 -0.33 -29.06 -82.02 -93.85 0.73 -0.06 -0.14 13.94 44.85 71.33
10.07
-4.94
28.97
64.68
0.00 0.00 0.00 0.00
NGE
Nigeria
-12.50
-32.61
-40.51
-34.39
-19.83
-16.77
-17.61
50.67 35.07 34.77 30.82 -0.68 -0.57 -0.48 -0.57 -51.63 -60.07 -87.21 -0.38 -0.28 -0.20 23.29 32.97 67.50
-33.33
14.55
-20.22
-12.30
0.00 46.42 6.45 6.43
UNG
Natural Gas
-15.74
-25.09
-41.84
-54.66
-26.28
-30.07
-27.43
43.29 69.91 60.17 50.64 -1.26 -0.38 -0.50 -0.54 -86.94 -86.94 -96.11 -0.30 -0.35 -0.29 51.26 51.50 76.02
-18.44
-64.04
12.89
35.76
0.00 0.00 0.00 0.00
Return over 1 year are annualized.
Legend: Stocks Fixed Income Commodities