Investment Theme Returns

Returns as of 31 May 2025
Currency: USD

The best performing in the last 10 Years is Information Technology, that granted a +19.67% annualized return.

The worst is Natural Gas, with a -22.69% 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 May 2025

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

INVESTMENT THEMES - USD CURRENCY
Return - Risk - Drawdown
Last Update as of 31 May 2025
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Apr 2025. Pending updates, the monthly inflation is set at 0% for the subsequent periods. Inflation (annualized) is 1Y: 2.29% , 3Y: 3.22% , 5Y: 4.60% , 10Y: 3.06%
Returns over 1 year are annualized. Last update: 31 May 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 May 2025.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Assets usually grant less severe drawdowns.
Last update: 31 May 2025.
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Apr 2025. Pending updates, the monthly inflation is set at 0% for the subsequent periods. 2025: 0.86%, 2024: 2.90%, 2023: 3.32%, 2022: 6.41%
Last update: 31 May 2025.
Swipe left to see all data
Return (%) - May 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
9.97
2.57
-0.87
10.64
19.02
19.72
19.67
 16.57 22.13 21.33 19.25 0.64 0.86 0.92 1.02 -17.44 -31.22 -31.22 1.09 0.63 0.63 5.76 10.76 8.30
-0.52
21.63
56.02
-27.73
34.83
43.62
49.86
-1.66
QQQ
US Technology
9.18
2.31
2.15
15.88
19.78
18.05
17.68
 14.73 20.24 20.49 18.73 1.08 0.98 0.88 0.94 -15.23 -32.58 -32.58 1.30 0.55 0.54 5.59 12.52 9.48
1.69
25.58
54.85
-32.58
27.42
48.40
38.96
-0.12
ARGT
Argentina
5.29
9.00
9.26
45.94
45.26
34.40
16.85
 23.68 31.49 30.47 32.24 1.94 1.44 1.13 0.52 -18.99 -30.81 -55.87 2.38 1.12 0.30 5.78 9.16 19.23
9.14
63.46
53.66
10.36
3.83
14.57
14.50
-32.63
VUG
US Large Cap Growth
9.21
1.96
1.24
18.40
19.95
17.15
15.29
 15.90 20.19 20.21 18.08 1.16 0.99 0.85 0.85 -15.08 -33.15 -33.15 1.32 0.52 0.46 5.68 13.43 10.07
0.79
32.69
46.83
-33.15
27.34
40.22
37.03
-3.31
SPY
US Large Cap Blend
6.28
-0.51
-1.56
13.18
14.25
15.82
12.75
 11.48 16.41 16.08 15.39 1.15 0.87 0.98 0.83 -12.94 -23.93 -23.93 1.10 0.66 0.53 3.96 7.90 6.46
0.87
24.89
26.19
-18.17
28.74
18.37
31.22
-4.56
VTI
US Total Stock Market
6.25
-0.70
-2.68
12.80
13.72
15.23
12.15
 12.22 16.79 16.41 15.86 1.05 0.82 0.93 0.77 -12.61 -24.81 -24.81 1.09 0.61 0.49 4.09 8.64 7.03
0.38
23.81
26.05
-19.51
25.67
21.03
30.67
-5.21
XLY
Consumer Discretionary
8.38
-0.73
-3.38
22.58
12.42
12.39
12.11
 20.13 24.50 22.72 20.38 1.12 0.51 0.55 0.59 -20.29 -36.27 -36.27 0.61 0.34 0.33 7.51 15.26 11.37
-4.44
26.51
39.64
-36.27
27.93
29.63
28.39
1.59
XLF
Financials
4.51
-1.98
0.05
24.29
14.91
19.04
11.95
 15.82 19.72 19.61 19.72 1.53 0.76 0.97 0.61 -13.51 -23.13 -31.75 1.10 0.82 0.38 5.55 8.49 9.63
5.82
30.56
12.03
-10.60
34.82
-1.68
31.87
-13.04
XLI
Industrials
8.84
5.08
-0.01
17.35
16.58
17.95
11.89
 16.15 19.66 19.20 18.77 1.07 0.84 0.93 0.63 -12.97 -20.74 -27.13 1.28 0.87 0.44 4.37 5.61 6.48
8.73
17.31
18.13
-5.58
21.09
10.96
29.09
-13.24
HACK
Cyber Security
9.76
7.18
11.52
37.08
19.83
13.00
10.85
 15.47 17.08 19.70 19.65 2.40 1.16 0.66 0.55 -9.89 -33.99 -33.99 2.01 0.38 0.32 3.82 15.82 13.92
9.87
23.40
37.44
-28.15
7.00
41.33
23.39
6.61
GLD
Gold
-0.06
15.32
23.62
41.01
21.06
13.26
10.28
 12.32 13.88 14.73 14.10 3.33 1.52 0.90 0.73 -11.24 -18.08 -18.08 1.87 0.73 0.57 3.44 6.97 6.65
25.39
26.66
12.69
-0.77
-4.15
24.81
17.86
-1.94
EWT
Taiwan
10.32
3.09
1.76
7.48
7.98
15.13
10.21
 14.65 23.06 20.94 19.22 0.51 0.35 0.72 0.53 -26.99 -37.46 -37.46 0.30 0.40 0.27 8.75 13.45 11.75
1.20
12.85
29.20
-28.84
28.94
31.50
33.33
-9.92
VTV
US Large Cap Value
2.95
-3.22
-4.66
8.83
8.68
13.90
9.96
 12.16 15.47 14.93 14.91 0.73 0.56 0.93 0.67 -13.17 -15.33 -25.07 0.66 0.91 0.40 4.18 3.86 5.45
1.83
15.95
9.33
-2.07
26.51
2.26
25.65
-5.44
XLU
Utilities
3.83
4.14
0.31
16.09
6.58
9.75
9.74
 15.08 16.49 16.93 15.31 1.07 0.40 0.58 0.64 -17.63 -17.63 -18.82 0.37 0.55 0.52 7.92 6.47 6.59
9.00
23.31
-7.17
1.42
16.81
0.57
25.91
3.92
XLC
Communication Services
6.24
-0.29
3.62
23.16
20.20
14.47
9.53
 11.89 18.47 19.05 17.60 1.95 1.09 0.76 0.54 -20.06 -43.46 -43.46 1.01 0.33 0.22 7.20 18.96 14.53
5.05
34.71
52.81
-37.63
15.96
26.91
31.05
-16.77
VT
World All Countries
5.81
2.66
2.26
12.87
12.04
13.38
9.26
 9.48 15.80 15.35 15.00 1.36 0.76 0.87 0.62 -14.69 -25.52 -25.52 0.82 0.52 0.36 4.23 8.30 7.38
5.36
16.49
22.03
-18.01
18.27
16.61
26.82
-9.76
EDEN
Denmark
7.80
4.11
1.28
-8.86
8.39
11.22
9.24
 15.31 20.28 19.20 17.06 -0.58 0.41 0.58 0.54 -20.69 -34.38 -34.38 0.41 0.33 0.27 8.73 11.22 9.29
8.45
-3.94
17.99
-11.44
14.80
42.55
24.37
-14.42
EWO
Austria
10.05
21.37
41.30
32.54
17.02
19.48
9.23
 15.65 22.20 23.55 22.78 2.08 0.77 0.83 0.41 -26.27 -37.60 -47.58 0.65 0.52 0.19 7.79 12.52 17.11
38.39
4.06
20.64
-21.92
31.54
-3.68
17.07
-22.87
CGW
Global Water
3.62
10.06
2.35
6.29
9.37
11.79
9.18
 15.68 20.17 18.78 16.58 0.40 0.46 0.63 0.55 -16.12 -32.28 -32.28 0.58 0.37 0.28 5.96 12.77 9.91
12.62
3.22
15.51
-21.99
31.71
15.42
34.04
-10.42
EWN
Netherlands
8.19
12.04
16.98
5.30
12.33
13.19
9.16
 13.87 23.26 21.81 19.28 0.38 0.53 0.60 0.48 -21.57 -41.29 -41.29 0.57 0.32 0.22 7.50 15.67 12.47
18.79
1.67
22.10
-24.41
22.74
23.22
32.46
-15.36
CWB
US Convertible Bonds
3.07
1.30
-1.43
13.54
7.32
9.34
8.80
 9.93 11.98 14.48 13.58 1.36 0.61 0.65 0.65 -9.38 -26.54 -26.54 0.78 0.35 0.33 3.27 13.64 10.13
3.05
10.06
14.49
-20.81
2.17
53.39
22.39
-1.96
IJH
US Mid Cap Blend
5.50
-2.71
-10.31
1.96
7.75
12.88
8.66
 16.35 20.65 19.01 18.74 0.12 0.38 0.68 0.46 -14.99 -21.57 -29.70 0.52 0.60 0.29 6.09 7.57 7.58
-3.38
13.92
16.42
-13.10
24.71
13.58
26.10
-11.18
IJK
US Mid Cap Growth
6.17
-0.96
-10.48
-0.69
8.55
10.70
8.54
 16.92 20.54 18.98 18.11 -0.04 0.42 0.56 0.47 -15.69 -25.49 -25.49 0.54 0.42 0.33 6.07 10.31 8.63
-2.99
15.68
17.42
-19.03
18.68
22.44
25.96
-10.52
XLP
Consumer Staples
1.22
0.23
0.82
9.88
6.41
9.79
8.27
 10.58 12.86 13.30 12.70 0.93 0.50 0.74 0.65 -11.15 -12.86 -13.63 0.58 0.76 0.61 4.13 3.90 4.39
5.93
12.20
-0.83
-0.83
17.20
10.15
27.43
-8.07
IJT
US Small Cap Growth
6.03
-2.97
-13.85
-1.35
4.84
10.42
8.15
 21.49 22.05 20.91 20.10 -0.06 0.22 0.50 0.41 -18.75 -26.22 -32.91 0.26 0.40 0.25 7.31 12.12 11.34
-5.07
9.33
17.12
-21.32
22.37
19.22
20.99
-4.39
VOE
US Mid Cap Value
3.69
-2.08
-7.22
7.39
6.01
13.67
8.14
 13.51 18.72 17.17 17.48 0.55 0.32 0.80 0.47 -15.41 -17.81 -31.25 0.39 0.77 0.26 5.98 5.52 7.00
0.43
14.00
9.86
-7.95
28.76
2.59
27.84
-12.45
EPU
Peru
5.21
13.92
12.83
12.37
20.63
16.01
7.96
 13.25 21.66 23.58 24.69 0.93 0.95 0.68 0.32 -17.81 -31.60 -45.01 1.16 0.51 0.18 6.90 13.79 18.15
17.75
21.72
25.35
2.13
-11.83
-4.31
7.31
-12.16
EWI
Italy
8.05
17.08
33.44
27.92
23.19
20.21
7.86
 14.74 21.93 22.69 22.18 1.89 1.06 0.89 0.35 -23.14 -32.87 -33.30 1.00 0.61 0.24 6.90 9.33 14.05
32.81
10.23
30.66
-14.10
14.41
1.67
26.97
-17.20
IJR
US Small Cap Blend
5.23
-5.46
-15.69
-1.93
3.04
11.49
7.66
 21.12 22.91 21.33 20.78 -0.09 0.13 0.54 0.37 -19.88 -23.11 -36.12 0.15 0.50 0.21 7.67 9.53 10.54
-8.27
8.63
16.07
-16.19
26.60
11.28
22.82
-8.49
XLB
Materials
2.92
-2.26
-7.99
-3.85
2.23
11.46
7.65
 14.83 21.05 19.69 19.40 -0.26 0.11 0.58 0.39 -19.96 -23.73 -26.15 0.11 0.48 0.29 7.49 7.67 8.48
3.10
0.15
12.45
-12.31
27.45
20.52
24.13
-14.87
XLV
Healthcare
-5.57
-10.59
-9.26
-6.21
1.73
6.78
7.59
 13.88 13.77 14.28 14.58 -0.45 0.13 0.47 0.52 -14.60 -14.60 -14.60 0.12 0.46 0.52 5.43 5.30 5.52
-3.21
2.47
2.06
-2.09
25.59
13.34
20.45
6.28
EWQ
France
3.53
7.46
18.09
5.01
10.72
13.54
7.45
 14.59 20.36 20.48 18.74 0.34 0.53 0.66 0.40 -19.56 -29.04 -29.04 0.55 0.47 0.26 6.31 8.20 9.08
18.42
-5.63
21.73
-11.99
21.47
2.85
26.67
-12.88
INDA
India
1.38
12.91
-0.14
3.19
9.78
16.34
7.28
 14.04 13.56 14.58 17.82 0.23 0.72 1.12 0.41 -17.23 -17.23 -34.00 0.57 0.95 0.21 6.07 6.31 8.98
3.17
8.63
17.16
-8.94
21.41
14.83
6.49
-6.69
EWC
Canada
5.91
9.05
5.34
20.20
8.35
14.81
7.22
 12.52 17.93 17.53 17.53 1.61 0.47 0.84 0.41 -18.08 -22.93 -26.90 0.46 0.65 0.27 6.53 8.05 8.82
11.56
12.38
14.75
-12.95
27.00
5.52
27.56
-17.16
EWL
Switzerland
2.45
6.67
14.51
14.58
8.86
9.70
6.81
 13.64 17.36 16.67 14.62 1.07 0.51 0.58 0.47 -16.11 -27.53 -27.53 0.55 0.35 0.25 5.89 9.77 8.99
20.06
-2.81
17.70
-18.86
20.19
11.79
31.58
-9.19
EIRL
Ireland
6.58
8.55
10.20
-4.19
13.14
13.64
6.70
 16.61 22.80 22.39 20.43 -0.25 0.58 0.61 0.33 -21.15 -39.15 -39.15 0.62 0.35 0.17 8.16 13.59 12.63
11.92
-1.63
35.12
-18.81
13.72
9.62
28.14
-21.91
EIS
Israel
8.18
7.21
14.96
39.33
10.72
11.22
6.69
 14.95 22.72 20.31 19.27 2.63 0.47 0.55 0.35 -28.60 -38.63 -38.63 0.37 0.29 0.17 11.22 16.56 13.33
10.02
34.50
5.46
-27.03
22.84
12.01
20.94
-4.83
XLRE
Real Estate
1.04
-2.67
-5.67
13.48
1.56
7.20
6.65
 14.71 20.41 19.33 17.45 0.92 0.08 0.37 0.38 -21.90 -32.25 -32.25 0.07 0.22 0.21 10.35 15.82 12.01
3.26
5.09
12.37
-26.25
45.26
-2.11
28.69
-2.37
IJS
US Small Cap Value
4.27
-8.06
-17.60
-2.93
0.85
12.12
6.63
 20.98 24.29 22.52 22.19 -0.14 0.04 0.54 0.30 -20.98 -20.98 -40.32 0.04 0.58 0.16 8.46 7.93 10.89
-11.53
7.33
14.69
-11.33
30.53
2.63
24.12
-12.84
SLV
Silver
1.35
5.97
7.45
8.07
14.78
12.48
6.49
 18.71 25.31 29.74 26.83 0.43 0.58 0.42 0.24 -16.43 -36.79 -36.79 0.90 0.34 0.18 6.70 16.26 17.63
13.94
20.89
-1.09
2.37
-12.45
47.30
14.88
-9.19
EWD
Sweden
4.15
5.35
17.56
10.13
10.28
11.58
6.47
 16.32 24.56 23.15 20.36 0.62 0.42 0.50 0.32 -23.18 -40.26 -40.26 0.44 0.29 0.16 8.12 16.58 13.64
21.75
-3.91
25.10
-27.79
22.86
22.26
21.74
-12.76
GREK
Greece
11.07
29.17
47.51
39.77
30.70
25.91
6.47
 19.48 22.87 24.98 27.65 2.04 1.34 1.04 0.23 -19.79 -25.28 -48.24 1.55 1.02 0.13 6.46 7.26 23.37
41.79
9.54
42.73
0.98
6.16
-14.48
50.20
-31.24
IGF
Global Infrastructure
4.63
10.34
7.64
20.93
8.14
11.70
6.30
 10.57 16.05 15.00 15.40 1.98 0.51 0.78 0.41 -17.00 -17.00 -29.59 0.48 0.69 0.21 6.06 4.86 7.78
12.88
14.81
6.17
-1.23
11.58
-6.50
25.81
-9.94
EWG
Germany
6.28
16.36
30.06
34.11
18.57
13.14
6.30
 13.19 22.29 21.57 20.15 2.59 0.83 0.61 0.31 -25.54 -41.66 -41.66 0.73 0.32 0.15 7.56 14.73 14.54
31.90
9.79
23.36
-22.20
5.84
10.57
19.15
-21.37
EFA
EAFE Stocks
4.79
8.86
13.99
12.82
11.47
11.47
5.95
 10.62 17.00 16.12 15.18 1.21 0.67 0.71 0.39 -18.19 -27.58 -27.58 0.63 0.42 0.22 5.41 8.02 8.72
17.46
3.49
18.40
-14.35
11.46
7.59
22.03
-13.81
EWA
Australia
4.62
7.59
-0.70
8.53
5.82
11.73
5.85
 15.23 21.30 20.61 19.30 0.56 0.27 0.57 0.30 -17.94 -23.37 -31.36 0.32 0.50 0.19 7.74 7.88 8.83
8.17
1.60
13.86
-5.86
8.95
8.26
22.41
-12.02
EWP
Spain
6.63
19.98
35.65
34.06
22.14
18.48
5.70
 16.86 21.17 22.50 21.42 2.02 1.05 0.82 0.27 -23.37 -32.46 -38.72 0.95 0.57 0.15 6.81 10.05 16.38
39.42
5.70
30.29
-5.16
0.27
-3.95
11.91
-15.32
VNQ
US REITs
1.12
-3.90
-7.18
11.75
0.65
6.89
5.36
 14.89 20.56 19.24 17.94 0.79 0.03 0.36 0.30 -22.11 -32.77 -32.77 0.03 0.21 0.16 10.32 16.12 12.83
1.30
4.81
11.79
-26.24
40.52
-4.68
28.87
-6.02
EWJ
Japan
3.77
8.25
8.02
9.95
10.81
7.88
5.34
 8.91 15.08 14.24 13.67 1.12 0.72 0.55 0.39 -14.36 -28.85 -28.85 0.75 0.27 0.19 4.48 10.35 9.44
10.46
7.03
20.32
-17.72
1.17
15.41
19.33
-14.10
EMQQ
Emerging Markets E-Commerce
2.52
3.22
6.50
17.52
8.76
-0.21
4.86
 17.74 30.16 29.13 26.95 0.99 0.29 -0.01 0.18 -29.38 -67.75 -67.75 0.30 0.00 0.07 9.84 45.47 34.31
13.40
11.91
3.63
-30.70
-32.53
80.46
33.86
-29.82
EPOL
Poland
3.02
20.13
42.67
27.47
27.11
16.30
4.80
 20.21 30.16 31.56 27.98 1.36 0.90 0.52 0.17 -34.17 -52.77 -60.36 0.79 0.31 0.08 9.86 18.26 26.34
45.52
-2.62
50.79
-24.62
12.22
-8.37
-6.14
-13.78
CPER
Copper
2.87
3.45
13.80
3.31
4.17
13.61
4.73
 21.17 20.84 21.18 20.27 0.16 0.20 0.64 0.23 -21.64 -29.46 -34.19 0.19 0.46 0.14 9.83 12.94 15.69
16.69
4.23
4.55
-15.14
25.22
23.89
6.69
-21.94
ENZL
New Zealand
4.18
4.77
-7.83
-2.82
-0.59
-0.71
4.73
 12.99 19.27 19.55 18.98 -0.22 -0.03 -0.04 0.25 -19.32 -37.29 -37.29 -0.03 -0.02 0.13 8.98 22.61 16.60
-1.75
-4.87
3.00
-16.17
-11.38
20.04
30.10
0.35
EWK
Belgium
3.79
13.46
15.86
16.25
7.93
9.18
4.72
 13.54 17.86 18.77 17.62 1.20 0.44 0.49 0.27 -21.45 -32.34 -32.96 0.37 0.28 0.14 6.88 11.45 12.64
19.79
0.19
7.47
-13.93
12.87
0.00
25.92
-20.39
XLE
Energy
1.28
-9.71
-13.27
-9.65
1.37
20.92
4.55
 19.87 25.50 29.69 29.94 -0.49 0.05 0.70 0.15 -17.12 -23.68 -58.14 0.08 0.88 0.08 7.10 7.17 19.12
-4.08
5.56
-0.64
64.17
53.31
-32.51
11.73
-18.21
EWU
United Kingdom
4.78
7.78
13.84
14.38
10.51
13.30
4.31
 10.99 16.04 15.71 15.89 1.31 0.66 0.85 0.27 -19.53 -21.24 -29.97 0.54 0.63 0.14 5.49 5.03 10.35
17.76
6.74
12.42
-4.38
18.22
-11.80
21.25
-14.28
EWS
Singapore
5.80
10.71
16.20
37.51
15.59
11.98
4.28
 10.55 16.30 16.28 18.02 3.56 0.96 0.74 0.24 -12.66 -24.34 -32.07 1.23 0.49 0.13 5.09 10.52 13.76
17.80
22.10
6.22
-9.79
5.56
-8.49
14.53
-11.33
NORW
Norway
6.38
14.41
15.54
10.02
2.43
11.06
4.15
 14.03 22.54 22.73 21.74 0.71 0.11 0.49 0.19 -26.35 -30.84 -43.74 0.09 0.36 0.09 12.59 13.79 15.52
21.53
-2.50
4.99
-14.12
18.11
1.22
12.52
-8.03
HYG
US High Yield Bonds
1.75
0.77
2.32
8.87
5.68
4.45
3.91
 3.84 8.90 8.00 7.67 2.31 0.64 0.56 0.51 -8.65 -15.25 -15.25 0.66 0.29 0.26 2.51 5.49 4.55
3.13
8.49
11.00
-10.99
3.75
4.48
14.09
-2.03
EEM
Emerging Markets
4.02
5.35
7.00
11.53
4.75
6.12
3.28
 8.59 17.23 16.10 16.95 1.34 0.28 0.38 0.19 -19.12 -36.52 -36.52 0.25 0.17 0.09 6.69 18.51 16.58
8.85
6.49
8.99
-20.56
-3.61
17.03
18.20
-15.31
EWZ
Brazil
0.63
12.86
11.55
-0.65
-0.07
7.59
3.27
 22.26 25.16 28.79 32.88 -0.03 0.00 0.26 0.10 -30.41 -30.41 -50.35 0.00 0.25 0.06 13.84 14.82 21.47
20.88
-30.41
32.69
12.35
-17.27
-20.33
27.65
-2.57
UAE
United Arab Emirates
3.86
6.42
19.53
39.42
5.67
17.12
3.18
 8.65 15.47 16.54 17.86 4.56 0.37 1.03 0.18 -16.36 -23.62 -45.87 0.35 0.72 0.07 9.12 12.39 18.26
12.82
15.26
2.90
-5.31
44.10
-7.26
1.58
-14.42
DBC
Commodities
1.51
-5.09
-0.66
-5.48
-6.93
14.53
3.04
 10.40 12.16 15.60 16.51 -0.53 -0.57 0.93 0.18 -22.97 -22.97 -37.77 -0.30 0.63 0.08 15.98 12.54 15.97
-2.34
2.18
-6.23
19.34
41.36
-7.84
11.84
-11.62
PFF
US Preferred Stocks
0.75
-3.47
-5.19
1.45
1.34
2.44
2.79
 6.67 12.29 11.19 10.00 0.22 0.11 0.22 0.28 -11.95 -20.63 -20.63 0.11 0.12 0.14 5.22 9.81 7.35
-1.67
7.24
8.59
-18.80
7.13
7.44
15.92
-4.63
EWW
Mexico
5.62
19.10
23.49
-3.56
8.40
16.64
2.77
 20.58 23.25 22.80 23.98 -0.17 0.36 0.73 0.12 -29.73 -29.73 -46.59 0.28 0.56 0.06 13.79 11.45 17.17
28.51
-28.22
40.36
1.26
20.31
-3.05
12.64
-14.59
EMB
Emerg. Market Bonds
1.16
-0.26
1.29
7.53
4.90
1.39
2.61
 6.01 11.11 10.51 10.08 1.25 0.44 0.13 0.26 -11.78 -26.75 -26.75 0.42 0.05 0.10 3.67 12.59 9.35
3.60
5.54
10.22
-18.64
-2.24
5.42
15.48
-5.47
LQD
US Invest. Grade Bonds
0.21
-0.53
-0.32
5.36
2.13
-0.62
2.49
 6.24 10.97 9.90 8.29 0.86 0.19 -0.06 0.30 -10.82 -23.27 -23.27 0.20 -0.03 0.11 4.06 12.05 8.71
2.42
0.86
9.40
-17.93
-1.85
10.97
17.37
-3.79
EWY
South Korea
7.90
10.90
8.10
-0.16
-1.78
4.38
2.41
 17.58 27.07 24.59 22.78 -0.01 -0.07 0.18 0.11 -30.39 -48.08 -48.08 -0.06 0.09 0.05 12.39 26.43 22.29
19.14
-20.48
19.06
-26.60
-7.56
39.44
7.95
-20.38
EZA
South Africa
5.43
17.59
15.74
37.44
7.23
13.95
2.36
 16.30 24.59 22.98 25.40 2.30 0.29 0.61 0.09 -23.82 -33.64 -53.99 0.30 0.41 0.04 11.33 16.20 21.99
24.58
7.16
1.50
-5.13
7.92
-5.19
9.62
-25.23
ICLN
Global Clean Energy
7.65
14.04
3.26
-13.98
-12.80
2.39
2.27
 20.57 26.34 31.04 26.97 -0.68 -0.49 0.08 0.08 -48.50 -60.77 -60.77 -0.26 0.04 0.04 31.03 38.04 30.16
11.34
-25.72
-20.38
-5.41
-24.19
141.80
44.35
-9.02
TIP
US TIPS
-0.63
0.17
1.95
5.47
0.26
1.08
2.17
 4.24 7.25 6.30 5.13 1.29 0.04 0.17 0.42 -10.16 -14.76 -14.76 0.03 0.07 0.15 5.72 7.97 5.72
3.73
1.65
3.27
-13.10
5.67
10.84
8.35
-1.42
BNDX
International Bonds
0.01
0.52
0.88
6.49
2.89
0.05
2.02
 3.53 5.93 5.24 4.37 1.84 0.49 0.01 0.46 -6.40 -14.88 -14.88 0.45 0.00 0.14 2.78 7.83 5.60
1.66
3.56
8.79
-12.76
-2.28
4.65
7.87
2.81
BIL
US Cash
0.36
1.03
2.13
4.71
4.41
2.61
1.79
 0.15 0.36 0.68 0.56 30.87 12.11 3.85 3.18 0.00 -0.14 -0.16 440.73 18.83 10.86 0.00 0.05 0.05
1.72
5.19
4.94
1.40
-0.10
0.40
2.03
1.74
PALL
Palladium
3.23
5.07
-1.62
5.51
-21.65
-13.40
1.67
 26.80 25.77 30.05 30.96 0.21 -0.84 -0.45 0.05 -58.42 -69.59 -69.59 -0.37 -0.19 0.02 44.58 46.60 34.72
6.30
-17.38
-38.77
-6.28
-23.26
25.26
53.94
17.23
BND
US Total Bond Market
-0.67
-0.27
0.77
5.44
1.44
-0.99
1.48
 4.83 7.21 6.33 5.14 1.13 0.20 -0.16 0.29 -7.94 -17.28 -17.28 0.18 -0.06 0.09 3.36 9.44 6.77
2.49
1.38
5.41
-13.11
-1.86
7.71
8.83
-0.12
QAT
Qatar
2.40
4.17
4.61
19.79
-1.71
7.25
1.46
 8.19 14.44 13.76 16.72 2.42 -0.12 0.53 0.09 -24.94 -27.26 -35.43 -0.07 0.27 0.04 15.05 13.67 15.42
4.57
5.20
2.71
-7.23
14.42
6.85
-0.33
20.06
BNO
Brent Oil
4.26
-10.71
-7.14
-11.47
-7.42
22.46
1.35
 21.32 21.09 27.90 35.16 -0.54 -0.35 0.81 0.04 -28.14 -28.14 -70.19 -0.26 0.80 0.02 14.84 12.07 28.98
-10.08
9.67
-3.43
35.25
62.34
-38.23
36.01
-15.30
EWH
Hong Kong
8.11
7.67
10.84
18.11
-1.54
2.39
0.95
 20.63 25.07 21.87 19.88 0.88 -0.06 0.11 0.05 -27.48 -40.35 -40.35 -0.06 0.06 0.02 16.78 24.31 18.99
13.69
0.01
-13.81
-6.82
-3.48
4.19
10.71
-8.73
ECH
Chile
1.19
10.06
24.67
14.81
6.00
10.19
0.35
 14.63 23.12 26.02 26.11 1.01 0.26 0.39 0.01 -21.77 -29.46 -59.61 0.28 0.35 0.01 10.97 13.74 34.19
25.80
-8.67
8.98
25.17
-20.02
-7.11
-17.79
-18.96
EWM
Malaysia
-0.87
1.23
-0.83
7.95
3.07
2.79
-0.75
 16.23 16.22 15.80 15.89 0.49 0.19 0.18 -0.05 -14.76 -23.78 -33.72 0.21 0.12 -0.02 8.33 12.05 18.83
-2.32
19.46
-3.60
-5.98
-7.41
3.17
-1.42
-6.27
GXG
Colombia
6.17
6.32
26.38
14.92
0.59
10.01
-0.78
 17.17 25.83 26.14 27.41 0.87 0.02 0.38 -0.03 -41.84 -41.89 -49.79 0.01 0.24 -0.02 27.26 22.00 27.35
26.89
4.68
24.94
-25.06
-11.48
-16.32
30.40
-19.90
THD
Thailand
-2.61
0.47
-14.77
-4.15
-8.47
-2.66
-0.84
 20.82 19.21 20.36 19.73 -0.20 -0.44 -0.13 -0.04 -30.64 -30.64 -39.98 -0.28 -0.09 -0.02 18.54 15.18 19.08
-11.66
-2.21
-12.62
1.22
1.85
-9.87
8.33
-8.21
FXI
China
3.37
-0.65
17.20
33.82
5.77
0.05
-0.88
 23.05 33.79 28.52 24.54 1.47 0.17 0.00 -0.04 -38.22 -56.74 -56.74 0.15 0.00 -0.02 17.20 32.66 27.19
14.98
28.98
-12.35
-20.67
-20.05
8.93
14.87
-13.26
TLT
US Long Term Treasuries
-3.21
-5.68
-6.21
-0.61
-6.38
-9.64
-0.97
 12.07 16.22 14.87 13.66 -0.05 -0.39 -0.65 -0.07 -26.27 -47.75 -47.75 -0.24 -0.20 -0.02 14.47 31.38 22.96
0.19
-8.05
2.51
-31.24
-4.60
18.15
14.12
-1.61
EIDO
Indonesia
9.07
18.30
-3.61
0.38
-5.76
4.49
-0.97
 22.22 17.80 19.29 22.02 0.02 -0.32 0.23 -0.04 -30.29 -30.29 -48.60 -0.19 0.15 -0.02 12.52 10.55 18.80
2.16
-13.01
2.58
-0.15
-0.60
-7.14
5.30
-10.89
VNM
Vietnam
12.59
12.87
15.56
7.77
-3.41
1.26
-1.05
 16.72 26.67 23.39 22.61 0.46 -0.13 0.05 -0.05 -29.16 -46.50 -46.50 -0.12 0.03 -0.02 18.34 29.55 25.53
18.38
-11.15
15.06
-43.75
22.05
9.84
9.13
-16.83
PPLT
Platinum
9.33
11.99
11.13
1.52
2.44
4.12
-1.06
 18.13 20.33 20.68 21.74 0.08 0.12 0.20 -0.05 -18.58 -30.16 -38.34 0.13 0.14 -0.03 10.81 18.41 20.68
16.50
-8.90
-8.18
10.43
-10.75
10.78
20.85
-14.95
EMIF
Emerging Markets Infrastructure
4.13
11.43
11.86
7.27
2.65
4.24
-1.30
 11.16 16.07 16.93 18.20 0.65 0.17 0.25 -0.07 -18.45 -22.13 -39.25 0.14 0.19 -0.03 7.31 8.43 21.28
11.43
1.21
5.71
-12.57
3.72
-19.97
16.32
-13.69
TUR
Turkey
-2.22
-12.51
-17.47
-27.90
15.70
9.78
-1.58
 16.77 32.39 33.18 32.76 -1.66 0.48 0.29 -0.05 -28.35 -30.79 -58.39 0.55 0.32 -0.03 12.23 14.89 32.57
-16.37
12.91
-8.66
105.81
-27.48
-1.20
14.41
-41.48
EPHE
Philippines
1.30
13.50
7.03
13.82
-0.51
3.26
-2.61
 17.97 21.77 20.36 19.52 0.77 -0.02 0.16 -0.13 -23.94 -32.20 -41.45 -0.02 0.10 -0.06 11.11 15.56 22.20
8.83
-1.41
1.26
-15.86
-2.22
-3.94
8.50
-17.50
USO
WTI Crude Oil
5.65
-10.73
-6.23
-10.25
-7.73
21.01
-8.46
 23.03 22.40 27.58 38.44 -0.45 -0.34 0.76 -0.22 -29.06 -29.06 -88.23 -0.27 0.72 -0.10 16.29 13.12 54.30
-11.12
13.35
-4.94
28.97
64.68
-67.79
32.61
-19.57
UNG
Natural Gas
-6.15
-22.76
8.87
-10.69
-47.99
-19.08
-22.69
 56.48 64.37 64.90 53.07 -0.19 -0.75 -0.29 -0.43 -89.96 -89.96 -94.14 -0.53 -0.21 -0.24 75.07 59.81 67.94
-6.54
-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.
Readings that may interest you

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