Investment Theme Returns

Returns as of 28 February 2026
Currency: USD

The best performing in the last 10 Years is Information Technology, that granted a +22.46% annualized return.

The worst is Natural Gas, with a -19.13% 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 28 February 2026

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

INVESTMENT THEMES - USD CURRENCY
Return - Risk - Drawdown
Last Update as of 28 February 2026
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Jan 2026. Pending updates, the monthly inflation is set at 0% for the subsequent periods. Inflation (annualized) is 1Y: 2.13% , 3Y: 2.71% , 5Y: 4.39% , 10Y: 3.25%
Returns over 1 year are annualized. Last update: 28 February 2026.
Risk is represented as the annualized Standard Deviation of monthly returns.
High values of Standard Deviation mean high fluctuations in prices.
Last update: 28 February 2026.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Assets usually grant less severe drawdowns.
Last update: 28 February 2026.
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Jan 2026. Pending updates, the monthly inflation is set at 0% for the subsequent periods. 2026: 0.17%, 2025: 2.65%, 2024: 2.90%, 2023: 3.32%
Last update: 28 February 2026.
Swipe left to see all data
Return (%) - Feb 28, 2026
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 2026 2025 2024 2023 2022 2021 2020 2019
XLK
Information Technology
-3.56
-2.89
6.04
23.82
27.60
17.18
22.46
 19.34 17.75 20.60 19.20 1.23 1.55 0.83 1.17 -11.36 -31.22 -31.22 2.43 0.55 0.72 3.80 10.74 8.26
-3.62
24.61
21.63
56.02
-27.73
34.83
43.62
49.86
QQQ
US Technology
-2.34
-1.81
6.73
20.11
28.18
14.78
20.34
 14.87 14.76 19.22 18.13 1.35 1.91 0.77 1.12 -10.08 -32.58 -32.58 2.79 0.45 0.62 3.05 12.46 9.33
-1.14
20.77
25.58
54.86
-32.58
27.42
48.40
38.96
SLV
Silver
12.66
65.96
134.84
200.21
64.14
28.08
19.59
 28.17 28.61 28.54 29.13 7.11 2.24 0.98 0.67 -11.67 -35.98 -36.79 5.49 0.78 0.53 4.92 14.92 17.27
31.93
144.66
20.89
-1.09
2.37
-12.45
47.30
14.88
EPU
Peru
8.36
46.16
75.14
134.51
53.98
25.52
19.39
 19.71 21.66 25.27 25.11 6.82 2.49 1.01 0.77 -14.77 -31.60 -45.01 3.65 0.81 0.43 4.15 13.74 16.97
29.70
86.88
21.72
25.34
2.13
-11.83
-4.31
7.31
ARGT
Argentina
-8.59
-2.93
12.85
9.35
32.98
26.74
18.28
 40.59 35.08 33.26 33.08 0.23 0.94 0.80 0.55 -22.62 -30.81 -55.87 1.46 0.87 0.33 6.56 9.56 19.03
-1.81
11.51
63.46
53.64
10.36
3.83
14.57
14.50
VUG
US Large Cap Growth
-4.29
-6.01
0.70
14.11
26.40
13.39
17.55
 16.07 15.21 19.30 17.74 0.88 1.74 0.69 0.99 -11.25 -33.15 -33.15 2.35 0.40 0.53 3.45 13.42 9.97
-5.53
19.40
32.69
46.83
-33.15
27.34
40.22
37.03
EWT
Taiwan
11.18
22.69
34.56
55.77
28.16
13.80
17.29
 18.61 16.36 20.82 19.23 3.00 1.72 0.66 0.90 -9.58 -37.46 -37.46 2.94 0.37 0.46 3.29 13.45 10.47
19.11
28.38
12.45
29.00
-28.84
28.94
31.50
33.33
GREK
Greece
-4.16
10.48
14.39
72.05
34.17
26.50
16.59
 16.86 19.15 20.75 25.95 4.27 1.78 1.28 0.64 -14.95 -25.28 -47.13 2.29 1.05 0.35 4.56 6.98 17.14
7.24
76.11
9.54
42.69
0.98
6.16
-14.48
50.20
SPY
US Large Cap Blend
-0.86
0.68
6.96
16.81
21.67
14.08
15.39
 10.33 11.33 14.99 14.89 1.63 1.91 0.94 1.03 -8.33 -23.93 -23.93 2.60 0.59 0.64 2.56 7.85 6.32
0.60
17.72
24.89
26.18
-18.17
28.74
18.37
31.22
GLD
Gold
8.72
24.72
52.09
83.75
41.77
24.49
15.09
 14.82 14.30 14.86 14.38 5.65 2.92 1.65 1.05 -7.22 -15.91 -18.08 5.78 1.54 0.83 1.71 4.67 6.38
22.06
63.68
26.66
12.69
-0.77
-4.15
24.81
17.86
VTI
US Total Stock Market
-0.53
1.02
7.06
17.05
20.95
12.69
15.05
 10.41 11.84 15.21 15.37 1.64 1.77 0.83 0.98 -9.11 -24.81 -24.81 2.30 0.51 0.61 2.85 8.60 6.86
1.04
17.10
23.81
26.05
-19.51
25.67
21.03
30.67
XLI
Industrials
7.07
15.65
17.41
31.72
22.47
16.11
15.04
 12.07 15.30 17.73 18.45 2.63 1.47 0.91 0.82 -10.56 -20.74 -27.13 2.13 0.78 0.55 3.54 5.57 6.30
14.20
19.35
17.31
18.13
-5.58
21.09
10.96
29.09
EWY
South Korea
23.66
70.32
114.24
183.10
40.60
13.83
14.65
 35.39 30.95 30.23 26.34 5.17 1.31 0.46 0.56 -22.36 -48.08 -48.08 1.82 0.29 0.30 8.79 26.68 22.11
55.70
95.33
-20.48
19.05
-26.60
-7.56
39.44
7.95
EWO
Austria
0.85
14.82
22.98
63.20
27.44
17.49
14.28
 9.98 15.30 20.16 22.48 6.34 1.79 0.87 0.64 -9.40 -37.60 -47.58 2.92 0.47 0.30 3.62 12.45 16.94
6.82
74.20
4.06
20.63
-21.92
31.54
-3.68
17.07
XT
Exponential Techonologies
0.18
4.89
14.47
27.99
15.93
6.51
14.16
 11.87 15.71 18.15 17.07 2.36 1.01 0.36 0.83 -16.15 -32.25 -32.25 0.99 0.20 0.44 4.17 13.83 10.19
3.97
26.28
0.29
27.03
-27.82
16.43
35.09
30.73
XLF
Financials
-3.76
-3.23
-4.09
-0.07
14.75
11.66
13.73
 10.11 15.61 17.70 19.26 -0.01 0.94 0.66 0.71 -10.65 -23.13 -31.75 1.38 0.50 0.43 3.84 8.51 9.31
-6.10
14.90
30.56
12.03
-10.60
34.82
-1.68
31.87
EWI
Italy
2.59
9.73
13.77
44.86
28.55
18.01
13.55
 7.60 14.79 19.16 21.48 5.91 1.93 0.94 0.63 -10.75 -32.87 -33.30 2.66 0.55 0.41 3.27 9.18 11.60
5.52
55.72
10.23
30.64
-14.10
14.41
1.67
26.97
XLY
Consumer Discretionary
-3.56
-0.96
1.23
9.16
18.10
8.59
13.34
 13.84 17.51 21.94 20.01 0.66 1.03 0.39 0.67 -14.80 -36.27 -36.27 1.22 0.24 0.37 4.90 15.28 11.30
-2.14
7.37
26.51
39.64
-36.27
27.93
29.63
28.39
HACK
Cyber Security
-5.29
-12.58
-13.24
-4.12
16.68
5.61
13.22
 16.32 16.20 17.88 18.72 -0.25 1.03 0.31 0.71 -16.43 -33.99 -33.99 1.01 0.16 0.39 4.62 15.96 11.87
-8.97
7.89
23.49
37.44
-28.15
7.00
41.33
23.39
EWN
Netherlands
0.85
12.08
23.01
40.07
18.94
9.94
13.18
 15.25 16.61 21.41 19.31 2.63 1.14 0.46 0.68 -16.18 -41.29 -41.29 1.17 0.24 0.32 5.51 15.68 12.13
10.12
34.87
1.67
22.09
-24.41
22.74
23.22
32.46
VTV
US Large Cap Value
3.76
9.37
14.28
18.89
16.82
13.53
13.13
 8.66 11.39 13.80 14.53 2.18 1.48 0.98 0.90 -8.08 -15.33 -25.07 2.08 0.88 0.52 2.77 3.82 5.24
8.52
15.27
15.95
9.32
-2.07
26.51
2.26
25.65
VT
World All Countries
1.64
5.77
11.79
25.03
20.51
11.54
13.10
 7.96 10.58 14.05 14.45 3.14 1.94 0.82 0.91 -9.69 -25.52 -25.52 2.12 0.45 0.51 2.37 8.27 6.90
4.81
22.43
16.49
22.03
-18.01
18.27
16.61
26.82
PALL
Palladium
5.54
22.62
60.51
92.18
7.37
-5.63
13.08
 23.06 27.57 31.93 30.58 4.00 0.27 -0.18 0.43 -39.90 -69.59 -69.59 0.18 -0.08 0.19 27.56 51.00 36.72
11.70
74.07
-17.38
-38.77
-6.28
-23.26
25.26
53.94
EWC
Canada
6.86
11.00
19.89
42.83
21.89
14.83
12.71
 8.50 13.41 16.25 17.19 5.04 1.63 0.91 0.74 -12.03 -22.93 -26.90 1.82 0.65 0.47 3.08 7.97 7.38
7.51
35.92
12.38
14.73
-12.95
27.00
5.52
27.56
EWP
Spain
1.69
12.34
21.64
62.67
31.92
19.88
12.23
 6.88 16.35 18.96 20.89 9.11 1.95 1.05 0.59 -9.76 -32.46 -38.72 3.27 0.61 0.32 3.33 9.94 14.90
6.18
78.03
5.70
30.26
-5.16
0.27
-3.95
11.91
EWZ
Brazil
4.56
19.27
35.89
69.37
19.74
12.57
12.21
 21.24 23.83 26.69 32.70 3.27 0.83 0.47 0.37 -30.41 -30.41 -50.35 0.65 0.41 0.24 12.84 14.51 19.86
21.91
48.81
-30.41
32.60
12.35
-17.27
-20.33
27.65
XLB
Materials
8.40
20.10
16.91
22.74
11.45
9.91
12.06
 14.41 16.88 19.60 18.48 1.58 0.68 0.51 0.65 -12.24 -23.73 -26.15 0.94 0.42 0.46 5.72 7.95 7.62
17.77
9.94
0.15
12.45
-12.31
27.45
20.52
24.13
IJH
US Mid Cap Blend
4.11
8.30
10.61
17.17
12.90
9.05
12.06
 10.44 15.79 17.69 18.42 1.64 0.82 0.51 0.65 -14.99 -21.57 -29.70 0.86 0.42 0.41 5.50 7.66 7.33
8.32
7.42
13.92
16.40
-13.10
24.71
13.58
26.10
CWB
US Convertible Bonds
1.14
4.65
10.29
21.40
14.26
3.68
12.02
 8.92 10.32 12.10 13.45 2.40 1.38 0.30 0.89 -9.38 -26.54 -26.54 1.52 0.14 0.45 2.68 13.64 9.93
5.90
16.61
10.06
14.49
-20.81
2.17
53.39
22.39
CGW
Global Water
4.66
8.00
8.43
25.56
14.06
9.60
11.97
 7.66 14.38 18.19 16.14 3.34 0.98 0.53 0.74 -14.17 -32.28 -32.28 0.99 0.30 0.37 4.40 12.67 9.66
8.79
18.10
4.55
15.50
-21.99
31.71
15.42
34.04
IJK
US Mid Cap Growth
5.87
9.72
12.52
20.53
14.70
7.75
11.89
 11.05 15.78 18.05 17.80 1.86 0.93 0.43 0.67 -15.69 -25.49 -25.49 0.94 0.30 0.47 5.56 10.39 8.43
10.04
7.28
15.68
17.41
-19.03
18.68
22.44
25.96
BNO
Brent Oil
5.64
19.33
14.81
15.42
8.12
16.53
11.84
 27.86 22.47 24.71 34.16 0.55 0.36 0.67 0.35 -19.66 -28.14 -69.90 0.41 0.59 0.17 7.95 12.53 21.70
22.92
-5.44
9.67
-3.43
35.25
62.34
-38.23
36.01
VOE
US Mid Cap Value
5.13
10.03
13.62
19.73
14.17
11.20
11.60
 8.83 14.05 16.04 17.15 2.23 1.01 0.70 0.68 -11.64 -17.81 -31.25 1.22 0.63 0.37 4.43 5.57 6.75
9.56
12.08
14.00
9.86
-7.95
28.76
2.59
27.84
EIS
Israel
-0.18
15.63
26.58
52.65
31.97
14.73
11.57
 17.40 19.87 20.14 19.36 3.03 1.61 0.73 0.60 -18.43 -38.63 -38.63 1.74 0.38 0.30 4.01 16.51 12.53
7.95
45.11
34.50
5.46
-27.03
22.84
12.01
20.94
EZA
South Africa
11.48
28.96
49.24
96.14
32.74
17.01
11.53
 13.71 21.60 23.36 25.42 7.02 1.52 0.73 0.45 -16.17 -33.64 -53.99 2.03 0.51 0.21 7.26 16.20 20.88
18.60
75.20
7.16
1.49
-5.13
7.92
-5.19
9.62
XLE
Energy
9.54
24.70
25.85
27.01
13.94
22.90
11.51
 22.20 18.90 25.17 29.64 1.22 0.74 0.91 0.39 -14.36 -17.12 -58.14 0.97 1.34 0.20 5.41 6.07 18.33
25.07
7.88
5.56
-0.63
64.17
53.31
-32.51
11.73
IJR
US Small Cap Blend
2.10
7.80
10.80
17.79
10.02
5.98
11.18
 13.08 18.91 19.30 20.56 1.36 0.53 0.31 0.54 -19.88 -23.11 -36.12 0.50 0.26 0.31 7.61 9.82 10.51
7.92
5.89
8.63
16.06
-16.19
26.60
11.28
22.82
IJT
US Small Cap Growth
2.97
6.71
8.55
16.04
10.99
4.75
11.16
 12.00 18.11 19.01 19.81 1.34 0.61 0.25 0.56 -18.75 -26.22 -32.91 0.59 0.18 0.34 7.11 12.32 11.29
7.85
5.26
9.33
17.11
-21.32
22.37
19.22
20.99
EPOL
Poland
1.44
15.68
24.33
58.63
40.35
19.43
11.10
 12.29 22.27 28.33 27.77 4.77 1.81 0.69 0.40 -18.87 -52.77 -60.36 2.14 0.37 0.18 4.91 17.96 25.10
8.35
77.34
-2.62
50.70
-24.62
12.22
-8.37
-6.14
XLV
Healthcare
3.53
2.05
17.60
9.46
9.81
8.95
11.03
 14.15 12.98 14.29 14.17 0.67 0.76 0.63 0.78 -15.62 -15.62 -15.62 0.63 0.57 0.71 6.12 6.18 5.32
3.49
14.50
2.47
2.06
-2.09
25.59
13.34
20.45
EWL
Switzerland
5.75
12.56
17.62
28.18
16.86
10.72
10.98
 9.05 14.14 16.20 14.21 3.11 1.19 0.66 0.77 -13.04 -27.53 -27.53 1.29 0.39 0.40 4.28 9.73 7.68
8.54
32.92
-2.81
17.70
-18.86
20.19
11.79
31.58
XLU
Utilities
10.36
6.12
14.83
23.94
17.22
13.58
10.90
 12.61 14.95 16.91 15.42 1.90 1.15 0.80 0.71 -13.18 -17.63 -18.82 1.31 0.77 0.58 4.85 6.42 6.58
11.81
16.02
23.31
-7.17
1.42
16.81
0.57
25.91
XLC
Communication Services
-1.69
2.64
6.69
17.14
31.60
11.62
10.86
 13.30 12.65 18.10 17.58 1.29 2.50 0.64 0.62 -6.50 -43.46 -43.46 4.86 0.27 0.25 2.15 18.94 14.51
0.28
23.08
34.71
52.82
-37.63
15.96
26.91
31.05
EWD
Sweden
4.69
15.63
19.42
31.33
18.63
8.92
10.80
 10.58 18.40 22.15 20.23 2.96 1.01 0.40 0.53 -15.45 -40.26 -40.26 1.21 0.22 0.27 5.41 16.57 13.02
11.15
36.54
-3.91
25.07
-27.79
22.86
22.26
21.74
IJS
US Small Cap Value
1.40
8.83
13.14
19.56
8.78
6.84
10.71
 14.59 20.07 20.34 22.03 1.34 0.44 0.34 0.49 -20.98 -20.98 -40.32 0.42 0.33 0.27 8.26 8.33 10.84
7.98
6.54
7.33
14.68
-11.33
30.53
2.63
24.12
EWQ
France
5.56
7.95
12.97
24.45
12.63
10.59
10.69
 6.44 13.77 17.73 18.31 3.80 0.92 0.60 0.58 -12.01 -29.04 -29.04 1.05 0.36 0.37 4.46 8.10 8.44
6.40
28.90
-5.63
21.72
-11.99
21.47
2.85
26.67
EFA
EAFE Stocks
4.61
12.71
17.28
33.79
18.73
10.73
10.25
 7.24 11.36 14.89 14.68 4.67 1.65 0.72 0.70 -10.13 -27.58 -27.58 1.85 0.39 0.37 3.13 7.99 7.75
9.74
31.55
3.49
18.38
-14.35
11.46
7.59
22.03
EWA
Australia
8.43
18.39
13.01
29.52
13.53
8.58
10.17
 12.36 15.56 19.56 18.92 2.39 0.87 0.44 0.54 -12.08 -23.37 -31.36 1.12 0.37 0.32 4.81 7.85 7.80
14.89
13.35
1.60
13.83
-5.86
8.95
8.26
22.41
CPER
Copper
1.24
14.25
31.11
29.95
14.08
8.00
10.10
 23.76 19.57 20.79 20.39 1.26 0.72 0.38 0.50 -13.24 -29.46 -34.19 1.06 0.27 0.30 5.81 13.15 13.66
5.49
38.95
4.23
4.55
-15.14
25.22
23.89
6.69
IGF
Global Infrastructure
7.70
11.79
16.81
34.06
18.09
13.37
10.03
 8.27 12.42 14.28 15.26 4.12 1.46 0.94 0.66 -12.72 -17.00 -29.59 1.42 0.79 0.34 3.46 4.81 7.16
13.05
21.31
14.81
6.13
-1.23
11.58
-6.50
25.81
EWJ
Japan
7.76
15.44
22.41
41.09
21.74
8.85
10.01
 9.81 10.94 14.00 13.36 4.19 1.99 0.63 0.75 -7.03 -28.85 -28.85 3.09 0.31 0.35 2.58 10.35 8.93
14.40
25.84
7.03
20.32
-17.72
1.17
15.41
19.33
ICLN
Global Clean Energy
0.39
8.07
27.60
67.03
-0.10
-5.46
10.00
 15.22 24.13 26.43 26.65 4.41 0.00 -0.21 0.38 -42.07 -54.78 -60.77 0.00 -0.10 0.16 26.15 33.71 29.82
10.89
47.05
-25.72
-20.40
-5.41
-24.19
141.80
44.35
NORW
Norway
9.72
25.41
21.96
48.64
17.55
9.58
9.93
 15.63 16.96 20.43 21.64 3.11 1.03 0.47 0.46 -10.46 -30.84 -43.74 1.68 0.31 0.23 4.08 13.68 14.33
19.07
32.60
-2.50
4.97
-14.12
18.11
1.22
12.52
EEM
Emerging Markets
5.89
16.85
27.31
48.32
20.80
5.54
9.93
 10.33 12.55 15.88 16.72 4.68 1.66 0.35 0.59 -12.51 -36.52 -36.52 1.66 0.15 0.27 3.88 18.52 15.49
14.38
33.98
6.49
8.95
-20.56
-3.61
17.03
18.20
INDA
India
1.02
-4.46
0.56
8.67
10.78
6.49
9.34
 11.61 11.54 13.08 17.37 0.75 0.93 0.50 0.54 -17.23 -17.23 -34.00 0.63 0.38 0.27 6.47 7.13 8.37
-3.29
2.68
8.63
17.16
-8.94
21.41
14.83
6.49
EWG
Germany
2.85
8.36
5.87
24.97
20.25
9.41
9.25
 9.63 14.59 19.56 19.49 2.59 1.39 0.48 0.47 -14.12 -41.66 -41.66 1.43 0.23 0.22 3.71 14.66 14.07
4.33
35.78
9.79
23.36
-22.20
5.84
10.57
19.15
EWU
United Kingdom
5.46
14.99
19.68
36.71
19.40
14.33
9.24
 6.09 11.02 13.94 15.39 6.03 1.76 1.03 0.60 -8.41 -21.24 -29.97 2.31 0.67 0.31 2.80 4.88 8.66
10.69
34.95
6.74
12.40
-4.38
18.22
-11.80
21.25
EDEN
Denmark
-11.26
-1.35
-0.01
0.35
4.29
4.51
9.21
 20.15 16.60 19.51 17.68 0.02 0.26 0.23 0.52 -19.94 -34.38 -34.38 0.22 0.13 0.27 10.03 12.32 9.92
-5.47
10.59
-3.94
17.99
-11.44
14.80
42.55
24.37
PPLT
Platinum
10.10
40.72
71.48
148.56
34.54
14.06
9.05
 30.90 27.31 24.95 23.75 4.81 1.26 0.56 0.38 -18.58 -30.16 -38.34 1.86 0.47 0.24 9.99 18.37 20.12
15.18
124.48
-8.90
-8.18
10.43
-10.75
10.78
20.85
EIRL
Ireland
-0.24
4.28
12.80
27.82
15.40
9.84
8.89
 9.93 15.67 20.84 20.26 2.80 0.98 0.47 0.44 -14.54 -39.15 -39.15 1.06 0.25 0.23 6.39 13.56 12.47
2.30
28.82
-1.63
35.12
-18.81
13.72
9.62
28.14
DBC
Commodities
2.74
12.51
16.82
17.93
6.47
11.51
8.82
 13.54 11.57 14.41 15.87 1.32 0.56 0.80 0.56 -8.92 -22.97 -37.77 0.72 0.50 0.23 4.20 13.25 13.68
12.25
8.10
2.18
-6.19
19.34
41.36
-7.84
11.84
XLP
Consumer Staples
7.78
14.32
13.09
11.30
10.65
10.14
8.73
 12.07 11.76 13.20 12.83 0.94 0.91 0.77 0.68 -11.15 -12.86 -13.63 0.96 0.79 0.64 3.89 3.93 4.42
15.87
1.52
12.20
-0.82
-0.83
17.20
10.15
27.43
EWS
Singapore
1.99
3.84
4.91
29.10
20.53
10.54
8.53
 6.97 12.67 14.46 16.96 4.18 1.62 0.73 0.50 -12.66 -24.34 -32.07 1.62 0.43 0.27 4.26 10.50 12.35
4.58
31.35
22.10
6.17
-9.79
5.56
-8.49
14.53
KSA
Saudi Arabia
-6.75
0.48
0.70
-6.95
3.81
5.50
8.41
 17.44 15.28 18.00 18.07 -0.40 0.25 0.31 0.47 -12.80 -27.10 -30.48 0.30 0.20 0.28 6.35 14.25 12.45
2.09
-8.20
-0.19
15.04
-6.07
33.56
2.63
9.30
EWW
Mexico
7.75
20.57
33.18
66.24
15.73
18.40
8.04
 14.51 19.80 21.86 24.12 4.56 0.79 0.84 0.33 -29.73 -29.73 -46.59 0.53 0.62 0.17 13.37 11.51 16.60
16.75
53.64
-28.22
40.32
1.26
20.31
-3.05
12.64
XLRE
Real Estate
5.82
6.36
5.55
5.10
8.37
6.67
7.69
 8.28 15.94 19.23 17.07 0.62 0.52 0.35 0.45 -12.64 -32.25 -32.25 0.66 0.21 0.24 4.87 16.16 12.19
8.65
2.63
5.09
12.36
-26.25
45.26
-2.11
28.69
EWK
Belgium
1.84
10.12
15.70
40.11
15.23
9.43
7.64
 9.03 14.06 16.14 17.42 4.44 1.08 0.58 0.44 -11.69 -32.34 -32.96 1.30 0.29 0.23 4.57 11.36 12.57
9.30
35.34
0.19
7.45
-13.93
12.87
0.00
25.92
UAE
United Arab Emirates
4.20
16.03
11.24
27.81
17.87
15.10
7.15
 14.62 14.79 16.27 17.22 1.90 1.21 0.93 0.42 -10.21 -23.62 -42.37 1.75 0.64 0.17 3.71 12.46 14.61
11.66
21.34
15.26
2.90
-5.31
44.10
-7.26
1.58
EMQQ
Emerging Markets E-Commerce
-9.13
-13.37
-14.42
-2.28
7.40
-11.87
6.77
 16.52 20.75 27.77 25.89 -0.14 0.36 -0.43 0.26 -20.28 -67.75 -67.75 0.36 -0.18 0.10 7.74 47.95 35.67
-11.03
20.66
13.79
3.63
-30.70
-32.53
80.46
33.86
EWH
Hong Kong
3.55
12.35
18.09
45.13
10.82
2.14
6.60
 12.03 18.71 21.28 19.42 3.75 0.58 0.10 0.34 -22.22 -40.35 -40.35 0.49 0.05 0.16 12.04 24.62 18.48
13.93
34.50
0.01
-13.86
-6.82
-3.48
4.19
10.71
VNQ
US REITs
5.39
5.72
5.69
5.92
7.98
5.56
6.37
 8.72 15.97 18.85 17.66 0.68 0.50 0.30 0.36 -13.64 -32.77 -32.77 0.58 0.17 0.19 5.18 16.52 13.06
8.14
3.25
4.81
11.81
-26.24
40.52
-4.68
28.87
GXG
Colombia
-7.25
9.67
27.77
54.54
36.51
12.58
6.15
 20.68 20.84 24.51 27.34 2.64 1.75 0.51 0.23 -13.10 -41.89 -49.79 2.79 0.30 0.12 5.42 21.40 26.11
9.20
68.88
4.68
24.92
-25.06
-11.48
-16.32
30.40
ECH
Chile
-3.85
15.31
33.05
55.82
19.54
11.28
5.99
 17.29 19.64 25.55 26.43 3.23 0.99 0.44 0.23 -21.77 -29.46 -59.61 0.90 0.38 0.10 9.59 13.55 34.22
7.67
65.41
-8.67
8.97
25.17
-20.02
-7.11
-17.79
ENZL
New Zealand
1.15
5.38
7.19
14.59
1.45
-3.17
5.77
 6.35 14.39 17.62 18.01 2.30 0.10 -0.18 0.32 -16.72 -33.90 -37.29 0.09 -0.09 0.15 7.11 20.84 17.84
4.88
2.46
-4.87
2.97
-16.17
-11.38
20.04
30.10
HYG
US High Yield Bonds
0.00
1.10
2.75
6.75
8.96
4.00
5.45
 2.69 4.60 7.58 7.37 2.51 1.95 0.53 0.74 -2.64 -15.25 -15.25 3.39 0.26 0.36 0.67 5.48 4.18
0.61
8.59
7.97
11.01
-10.99
3.75
4.48
14.09
EMIF
Emerging Markets Infrastructure
6.81
15.29
27.92
54.63
17.71
9.15
4.83
 9.05 12.80 15.71 18.01 6.03 1.38 0.58 0.27 -14.23 -22.13 -39.25 1.24 0.41 0.12 4.50 8.28 20.40
15.48
33.90
1.21
5.68
-12.57
3.72
-19.97
16.32
FXI
China
-5.88
-4.67
-3.15
8.48
12.81
-3.17
4.59
 13.97 21.20 28.42 23.69 0.61 0.60 -0.11 0.19 -26.63 -56.48 -56.74 0.48 -0.06 0.08 10.19 32.70 25.27
-2.64
28.95
28.98
-12.42
-20.67
-20.05
8.93
14.87
THD
Thailand
18.83
28.83
32.86
46.42
5.17
2.33
4.57
 21.77 20.75 19.97 20.51 2.13 0.25 0.12 0.22 -25.18 -31.08 -39.98 0.21 0.07 0.11 14.60 16.80 20.04
25.78
2.36
-2.21
-12.63
1.22
1.85
-9.87
8.33
VNM
Vietnam
0.05
4.25
4.54
58.80
21.41
3.04
4.44
 22.57 23.95 24.50 22.86 2.61 0.89 0.12 0.19 -23.75 -46.50 -46.50 0.90 0.07 0.10 11.04 30.05 24.37
0.00
66.55
-11.15
15.02
-43.75
22.05
9.84
9.13
QAT
Qatar
-1.27
4.32
-1.52
12.09
6.88
5.78
4.38
 8.68 11.85 13.33 15.83 1.39 0.58 0.43 0.28 -14.35 -27.26 -28.55 0.48 0.21 0.15 5.01 13.82 12.07
3.41
8.82
5.20
2.71
-7.23
14.42
6.85
-0.33
EMB
Emerg. Market Bonds
1.63
2.27
6.45
11.75
10.25
2.43
3.88
 3.55 6.92 10.07 10.06 3.31 1.48 0.24 0.39 -6.24 -26.75 -26.75 1.64 0.09 0.14 1.62 12.54 9.33
1.94
13.86
5.54
10.23
-18.64
-2.24
5.42
15.48
TUR
Turkey
-1.50
22.53
16.32
21.58
7.72
12.15
3.75
 23.98 25.99 30.75 33.02 0.90 0.30 0.40 0.11 -28.35 -30.79 -58.39 0.27 0.39 0.06 13.81 15.50 32.57
18.04
-1.54
12.91
-8.67
105.81
-27.48
-1.20
14.41
PFF
US Preferred Stocks
-0.33
2.86
2.83
5.03
5.18
2.16
3.59
 5.35 8.44 10.82 10.02 0.94 0.61 0.20 0.36 -8.74 -20.63 -20.63 0.59 0.10 0.17 2.86 9.83 7.37
2.02
4.87
7.24
8.62
-18.80
7.13
7.44
15.92
EWM
Malaysia
0.14
12.32
19.36
28.10
14.35
5.58
3.37
 11.37 13.74 15.20 15.23 2.47 1.04 0.37 0.22 -13.09 -21.04 -33.72 1.10 0.27 0.10 5.72 9.99 18.13
6.80
15.74
19.46
-3.61
-5.98
-7.41
3.17
-1.42
LQD
US Invest. Grade Bonds
1.38
0.98
3.99
6.60
6.32
0.33
3.23
 3.04 7.86 9.61 8.29 2.17 0.80 0.03 0.39 -7.89 -22.99 -23.27 0.80 0.01 0.14 2.24 11.87 8.81
1.73
7.90
0.86
9.41
-17.93
-1.85
10.97
17.37
TIP
US TIPS
1.27
1.16
2.14
4.95
4.25
1.22
2.66
 2.23 4.45 6.18 5.10 2.22 0.96 0.20 0.52 -5.35 -14.76 -14.76 0.79 0.08 0.18 1.65 8.04 5.75
1.79
6.76
1.65
3.27
-13.10
5.67
10.84
8.35
BIL
US Cash
0.27
0.90
1.88
4.03
4.74
3.21
2.09
 0.11 0.19 0.61 0.56 38.40 24.96 5.29 3.71 0.00 -0.11 -0.16 473.71 29.44 12.69 0.00 0.03 0.04
0.56
4.15
5.19
4.94
1.40
-0.10
0.40
2.03
BNDX
International Bonds
1.53
1.53
2.90
3.81
5.46
0.63
2.02
 2.74 4.03 5.21 4.32 1.39 1.36 0.12 0.47 -1.89 -14.32 -14.88 2.88 0.04 0.14 0.64 7.36 5.61
2.06
2.87
3.56
8.78
-12.76
-2.28
4.65
7.87
BND
US Total Bond Market
1.60
1.52
3.87
6.10
5.12
0.36
1.93
 2.45 5.47 6.33 5.16 2.49 0.93 0.06 0.37 -6.03 -16.55 -17.28 0.85 0.02 0.11 1.72 8.85 6.84
1.82
7.08
1.38
5.41
-13.11
-1.86
7.71
8.83
USO
WTI Crude Oil
3.06
15.31
9.50
8.95
6.83
14.68
1.30
 28.04 23.30 25.14 37.45 0.32 0.29 0.58 0.03 -21.40 -29.06 -84.60 0.32 0.51 0.02 9.05 13.84 41.30
18.49
-8.46
13.35
-4.94
28.97
64.68
-67.79
32.61
EIDO
Indonesia
0.96
-3.63
1.83
15.75
-4.48
-1.93
-0.09
 13.69 17.20 15.91 20.85 1.15 -0.26 -0.12 0.00 -30.29 -30.29 -48.60 -0.15 -0.06 0.00 15.51 12.65 19.47
-4.71
4.90
-13.01
2.57
-0.15
-0.60
-7.14
5.30
EPHE
Philippines
7.47
11.60
7.59
18.62
4.04
0.24
-0.35
 14.09 16.89 19.60 19.55 1.32 0.24 0.01 -0.02 -19.26 -32.20 -41.45 0.21 0.01 -0.01 8.98 16.43 23.15
12.00
1.56
-1.41
1.26
-15.86
-2.22
-3.94
8.50
TLT
US Long Term Treasuries
4.63
1.82
7.22
2.66
0.20
-5.79
-0.96
 8.04 13.83 14.65 13.55 0.33 0.01 -0.40 -0.07 -20.16 -42.19 -47.75 0.01 -0.14 -0.02 9.00 28.51 25.41
4.60
4.25
-8.05
2.51
-31.24
-4.60
18.15
14.12
UNG
Natural Gas
-31.83
-21.79
-10.21
-43.36
-31.90
-22.53
-19.13
 59.00 54.60 65.56 54.70 -0.73 -0.58 -0.34 -0.35 -68.42 -90.90 -92.29 -0.47 -0.25 -0.21 50.84 68.12 62.03
-6.04
-27.07
-17.11
-64.04
12.89
35.76
-45.43
-31.77
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.

You can also focus on more specific Investment Themes, like the following: