Investment Theme Returns

Returns as of 31 March 2026
Currency: USD

The best performing in the last 10 Years is Information Technology, that granted a +20.92% annualized return.

The worst is Natural Gas, with a -19.80% 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 March 2026

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

INVESTMENT THEMES - USD CURRENCY
Return - Risk - Drawdown
Last Update as of 31 March 2026
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Mar 2026. Inflation (annualized) is 1Y: 3.34% , 3Y: 3.07% , 5Y: 4.52% , 10Y: 3.33%
Returns over 1 year are annualized. Last update: 31 March 2026.
Risk is represented as the annualized Standard Deviation of monthly returns.
High values of Standard Deviation mean high fluctuations in prices.
Last update: 31 March 2026.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Assets usually grant less severe drawdowns.
Last update: 31 March 2026.
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Mar 2026. 2026: 1.31%, 2025: 2.65%, 2024: 2.90%, 2023: 3.32%
Last update: 31 March 2026.
Swipe left to see all data
Return (%) - Mar 31, 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
-4.10
-7.57
-5.44
29.46
21.58
15.77
20.92
 17.45 17.35 20.75 19.16 1.69 1.24 0.76 1.09 -11.36 -31.22 -31.22 1.90 0.51 0.67 4.23 10.84 8.32
-7.57
24.61
21.63
56.02
-27.73
34.83
43.62
49.86
QQQ
US Technology
-4.84
-5.93
-3.62
23.68
22.32
13.26
18.96
 13.32 14.65 19.41 18.17 1.78 1.52 0.68 1.04 -10.08 -32.58 -32.58 2.21 0.41 0.58 3.33 12.50 9.35
-5.93
20.77
25.58
54.86
-32.58
27.42
48.40
38.96
ARGT
Argentina
3.97
2.09
34.80
16.52
35.23
28.10
18.23
 40.45 35.01 33.22 33.08 0.41 1.01 0.85 0.55 -22.62 -30.81 -55.87 1.56 0.91 0.33 6.61 9.58 19.03
2.09
11.51
63.46
53.64
10.36
3.83
14.57
14.50
SLV
Silver
-19.83
5.77
60.82
119.88
45.50
24.59
16.59
 40.07 31.11 29.86 29.92 2.99 1.46 0.82 0.55 -19.83 -35.98 -36.79 2.30 0.68 0.45 5.90 15.10 17.36
5.77
144.66
20.89
-1.09
2.37
-12.45
47.30
14.88
VUG
US Large Cap Growth
-5.12
-10.37
-8.73
18.30
21.15
11.80
16.13
 14.27 15.37 19.50 17.77 1.28 1.38 0.61 0.91 -12.25 -33.15 -33.15 1.73 0.36 0.49 3.99 13.51 10.03
-10.37
19.40
32.69
46.83
-33.15
27.34
40.22
37.03
EWT
Taiwan
-6.28
11.63
16.60
56.23
23.89
11.76
15.65
 18.46 17.02 21.08 19.28 3.05 1.40 0.56 0.81 -9.58 -37.46 -37.46 2.49 0.31 0.42 3.45 13.48 10.49
11.63
28.38
12.45
29.00
-28.84
28.94
31.50
33.33
BNO
Brent Oil
49.41
83.65
73.08
67.18
25.08
26.78
15.55
 53.74 35.47 32.52 37.30 1.25 0.71 0.82 0.42 -19.66 -28.14 -69.90 1.28 0.95 0.22 7.80 12.53 21.70
83.65
-5.44
9.67
-3.43
35.25
62.34
-38.23
36.01
EPU
Peru
-13.99
11.55
31.78
88.14
44.09
23.92
15.46
 28.52 23.91 25.86 24.90 3.09 1.84 0.93 0.62 -14.77 -31.60 -45.01 2.98 0.76 0.34 4.75 12.41 17.02
11.55
86.88
21.72
25.34
2.13
-11.83
-4.31
7.31
SPY
US Large Cap Blend
-4.94
-4.37
-1.82
17.59
18.19
11.94
14.06
 9.92 11.87 15.15 14.92 1.77 1.53 0.79 0.94 -8.33 -23.93 -23.93 2.18 0.50 0.59 2.73 7.88 6.35
-4.37
17.72
24.89
26.18
-18.17
28.74
18.37
31.22
GLD
Gold
-11.05
8.57
21.05
49.33
32.92
21.88
13.85
 20.84 16.11 15.89 14.88 2.37 2.04 1.38 0.93 -11.05 -15.91 -18.08 2.98 1.38 0.77 2.50 4.87 6.46
8.57
63.68
26.66
12.69
-0.77
-4.15
24.81
17.86
VTI
US Total Stock Market
-5.00
-4.01
-1.66
18.11
17.85
10.74
13.67
 9.84 12.41 15.40 15.38 1.84 1.44 0.70 0.89 -9.11 -24.81 -24.81 1.96 0.43 0.55 2.99 8.63 6.88
-4.01
17.10
23.81
26.05
-19.51
25.67
21.03
30.67
GREK
Greece
-9.64
-3.10
1.26
40.94
32.77
22.45
13.64
 20.66 19.69 21.31 25.73 1.98 1.66 1.05 0.53 -14.95 -25.28 -47.13 2.19 0.89 0.29 4.90 7.19 17.18
-3.10
76.11
9.54
42.69
0.98
6.16
-14.48
50.20
XLI
Industrials
-8.44
4.55
5.52
25.06
18.68
12.13
13.27
 15.01 16.37 17.92 18.61 1.67 1.14 0.68 0.71 -10.56 -20.74 -27.13 1.77 0.58 0.49 3.81 5.68 6.34
4.55
19.35
17.31
18.13
-5.58
21.09
10.96
29.09
XT
Exponential Techonologies
-6.01
-2.28
1.99
27.90
12.19
5.01
12.81
 11.91 16.19 18.39 17.16 2.34 0.75 0.27 0.75 -16.15 -32.25 -32.25 0.75 0.16 0.40 4.28 13.86 10.20
-2.28
26.28
0.29
27.03
-27.82
16.43
35.09
30.73
HACK
Cyber Security
2.64
-6.57
-13.43
4.66
16.40
6.65
12.58
 15.35 16.18 17.85 18.57 0.30 1.01 0.37 0.68 -16.43 -33.99 -33.99 1.00 0.20 0.37 5.18 16.06 11.94
-6.57
7.89
23.49
37.44
-28.15
7.00
41.33
23.39
XLF
Financials
-3.51
-9.40
-7.56
0.65
17.25
9.61
12.54
 9.84 14.56 17.68 19.22 0.07 1.18 0.54 0.65 -9.40 -23.13 -31.75 1.84 0.42 0.39 3.18 8.59 9.34
-9.40
14.90
30.56
12.03
-10.60
34.82
-1.68
31.87
EWO
Austria
-6.44
-0.06
14.39
45.33
27.04
15.20
12.33
 14.18 15.46 20.45 22.39 3.20 1.75 0.74 0.55 -9.40 -37.60 -47.58 2.88 0.40 0.26 3.55 12.48 16.95
-0.06
74.20
4.06
20.63
-21.92
31.54
-3.68
17.07
EWI
Italy
-6.82
-1.68
4.18
30.14
24.98
15.15
11.87
 12.15 15.66 19.44 21.51 2.48 1.60 0.78 0.55 -10.75 -32.87 -33.30 2.32 0.46 0.36 3.45 9.22 11.61
-1.68
55.72
10.23
30.64
-14.10
14.41
1.67
26.97
VTV
US Large Cap Value
-4.81
3.30
6.34
16.02
15.09
10.97
11.85
 9.93 11.88 13.82 14.54 1.61 1.27 0.79 0.82 -8.08 -15.33 -25.07 1.87 0.72 0.47 2.88 3.87 5.25
3.30
15.27
15.95
9.32
-2.07
26.51
2.26
25.65
XLY
Consumer Discretionary
-6.56
-8.55
-8.68
11.25
14.31
6.20
11.84
 12.74 18.08 22.12 20.08 0.88 0.79 0.28 0.59 -14.80 -36.27 -36.27 0.97 0.17 0.33 5.16 15.34 11.34
-8.55
7.37
26.51
39.64
-36.27
27.93
29.63
28.39
VT
World All Countries
-6.22
-1.71
1.42
21.53
16.86
9.50
11.52
 9.97 11.45 14.38 14.47 2.16 1.47 0.66 0.80 -9.69 -25.52 -25.52 1.74 0.37 0.45 2.58 8.31 6.93
-1.71
22.43
16.49
22.03
-18.01
18.27
16.61
26.82
XLE
Energy
10.27
37.91
39.21
35.32
17.72
24.59
11.52
 23.50 19.57 25.43 29.64 1.50 0.91 0.97 0.39 -14.36 -17.12 -58.14 1.23 1.44 0.20 5.41 6.07 18.33
37.91
7.88
5.56
-0.63
64.17
53.31
-32.51
11.73
EWN
Netherlands
-8.42
0.84
2.92
29.48
14.21
7.01
11.31
 18.49 17.52 21.74 19.42 1.59 0.81 0.32 0.58 -16.18 -41.29 -41.29 0.88 0.17 0.27 5.68 15.72 12.15
0.84
34.87
1.67
22.09
-24.41
22.74
23.22
32.46
CWB
US Convertible Bonds
-2.88
2.85
1.95
21.54
13.06
3.93
11.11
 8.86 10.56 12.02 13.44 2.43 1.24 0.33 0.83 -9.38 -26.54 -26.54 1.39 0.15 0.42 2.72 13.63 9.93
2.85
16.61
10.06
14.49
-20.81
2.17
53.39
22.39
EWC
Canada
-5.50
1.59
9.35
36.56
19.46
12.26
11.05
 11.23 14.01 16.39 17.10 3.26 1.39 0.75 0.65 -12.03 -22.93 -26.90 1.62 0.53 0.41 3.21 8.00 7.39
1.59
35.92
12.38
14.73
-12.95
27.00
5.52
27.56
EWY
South Korea
-18.74
26.53
57.02
132.74
29.24
8.78
10.90
 43.73 33.37 31.53 26.82 3.04 0.88 0.28 0.41 -22.36 -48.08 -48.08 1.31 0.18 0.23 9.31 26.79 22.18
26.53
95.33
-20.48
19.05
-26.60
-7.56
39.44
7.95
EIS
Israel
-2.31
5.46
16.85
58.57
30.47
14.10
10.83
 15.63 20.05 20.20 19.36 3.75 1.52 0.70 0.56 -18.43 -38.63 -38.63 1.65 0.37 0.28 4.03 16.52 12.53
5.46
45.11
34.50
5.46
-27.03
22.84
12.01
20.94
EWP
Spain
-5.12
0.74
11.24
46.32
28.91
18.31
10.73
 11.05 16.91 19.20 20.85 4.19 1.71 0.95 0.51 -9.76 -32.46 -38.72 2.96 0.56 0.28 3.44 9.96 14.91
0.74
78.03
5.70
30.26
-5.16
0.27
-3.95
11.91
XLB
Materials
-6.02
10.68
12.59
18.51
9.53
6.98
10.56
 15.75 17.31 19.60 18.50 1.18 0.55 0.36 0.57 -12.24 -23.73 -26.15 0.78 0.29 0.40 5.77 7.99 7.64
10.68
9.94
0.15
12.45
-12.31
27.45
20.52
24.13
IJH
US Mid Cap Blend
-5.32
2.56
4.23
17.32
12.06
6.88
10.53
 10.36 16.03 17.81 18.38 1.67 0.75 0.39 0.57 -14.99 -21.57 -29.70 0.80 0.32 0.35 5.42 7.69 7.35
2.56
7.42
13.92
16.40
-13.10
24.71
13.58
26.10
IJK
US Mid Cap Growth
-5.52
3.97
5.26
21.61
13.00
6.03
10.52
 10.46 16.19 18.25 17.82 2.07 0.80 0.33 0.59 -15.69 -25.49 -25.49 0.83 0.24 0.41 5.61 10.42 8.44
3.97
7.28
15.68
17.41
-19.03
18.68
22.44
25.96
CGW
Global Water
-6.73
1.48
1.11
16.63
10.61
7.21
10.42
 11.28 15.05 18.44 16.21 1.48 0.70 0.39 0.64 -14.17 -32.28 -32.28 0.75 0.22 0.32 4.54 12.70 9.68
1.48
18.10
4.55
15.50
-21.99
31.71
15.42
34.04
VOE
US Mid Cap Value
-4.66
4.46
6.69
17.22
13.73
8.83
10.24
 9.94 14.18 16.06 17.11 1.73 0.97 0.55 0.60 -11.64 -17.81 -31.25 1.18 0.50 0.33 4.32 5.60 6.76
4.46
12.08
14.00
9.86
-7.95
28.76
2.59
27.84
DBC
Commodities
15.34
29.47
32.82
33.00
11.68
14.91
9.93
 19.00 14.29 15.73 16.48 1.74 0.82 0.95 0.60 -8.92 -22.97 -37.77 1.31 0.65 0.26 4.20 13.25 13.68
29.47
8.10
2.18
-6.19
19.34
41.36
-7.84
11.84
IJR
US Small Cap Blend
-4.00
3.60
5.26
20.51
10.49
4.39
9.86
 11.94 18.79 19.37 20.49 1.72 0.56 0.23 0.48 -19.88 -23.11 -36.12 0.53 0.19 0.27 7.36 9.83 10.52
3.60
5.89
8.63
16.06
-16.19
26.60
11.28
22.82
IJT
US Small Cap Growth
-4.80
2.67
2.72
17.28
10.70
3.45
9.86
 11.42 18.19 19.15 19.80 1.51 0.59 0.18 0.50 -18.75 -26.22 -32.91 0.57 0.13 0.30 6.98 12.33 11.29
2.67
5.26
9.33
17.11
-21.32
22.37
19.22
20.99
NORW
Norway
6.82
27.20
28.29
46.01
22.14
9.67
9.83
 15.08 16.82 20.45 21.61 3.05 1.32 0.47 0.46 -9.47 -30.84 -43.74 2.34 0.31 0.22 3.63 13.68 14.33
27.20
32.60
-2.50
4.97
-14.12
18.11
1.22
12.52
XLV
Healthcare
-8.11
-4.90
6.23
2.20
5.98
6.28
9.80
 16.46 13.91 14.75 14.44 0.13 0.43 0.43 0.68 -15.62 -15.62 -15.62 0.38 0.40 0.63 6.27 6.27 5.38
-4.90
14.50
2.47
2.06
-2.09
25.59
13.34
20.45
XLU
Utilities
-3.18
8.25
6.77
19.71
14.13
10.60
9.70
 13.45 15.03 16.48 15.31 1.47 0.94 0.64 0.63 -13.18 -17.63 -18.82 1.07 0.60 0.52 4.88 6.44 6.59
8.25
16.02
23.31
-7.17
1.42
16.81
0.57
25.91
XLC
Communication Services
-5.79
-5.53
-5.74
16.37
25.49
9.73
9.61
 13.62 12.93 18.34 17.65 1.20 1.97 0.53 0.54 -7.38 -43.46 -43.46 3.45 0.22 0.22 2.47 18.96 14.52
-5.53
23.08
34.71
52.82
-37.63
15.96
26.91
31.05
PALL
Palladium
-17.05
-7.34
17.99
48.77
-0.08
-11.26
9.51
 31.68 29.37 32.27 30.86 1.54 0.00 -0.35 0.31 -39.90 -69.59 -69.59 0.00 -0.16 0.14 27.70 51.41 37.01
-7.34
74.07
-17.38
-38.77
-6.28
-23.26
25.26
53.94
EWZ
Brazil
-0.88
20.84
28.18
56.58
19.23
11.31
9.35
 21.68 23.86 26.66 31.57 2.61 0.81 0.42 0.30 -30.41 -30.41 -50.35 0.63 0.37 0.19 12.84 14.51 19.86
20.84
48.81
-30.41
32.60
12.35
-17.27
-20.33
27.65
IJS
US Small Cap Value
-3.37
4.34
7.80
23.41
9.97
4.96
9.35
 13.16 19.76 20.30 21.91 1.78 0.50 0.24 0.43 -20.98 -20.98 -40.32 0.48 0.24 0.23 7.87 8.34 10.85
4.34
6.54
7.33
14.68
-11.33
30.53
2.63
24.12
EWL
Switzerland
-9.63
-1.92
6.46
15.70
11.33
8.01
9.33
 14.43 15.35 16.85 14.54 1.09 0.74 0.48 0.64 -13.04 -27.53 -27.53 0.87 0.29 0.34 4.57 9.81 7.73
-1.92
32.92
-2.81
17.70
-18.86
20.19
11.79
31.58
CPER
Copper
-6.64
-1.52
14.77
8.96
11.35
6.94
9.01
 23.26 20.08 21.02 20.52 0.38 0.57 0.33 0.44 -13.24 -29.46 -34.19 0.86 0.24 0.26 5.91 13.17 13.67
-1.52
38.95
4.23
4.55
-15.14
25.22
23.89
6.69
EPOL
Poland
-4.51
3.47
16.88
36.71
39.06
19.07
8.95
 12.53 22.52 28.39 27.42 2.93 1.73 0.67 0.33 -18.87 -52.77 -60.36 2.07 0.36 0.15 4.96 17.97 25.10
3.47
77.34
-2.62
50.70
-24.62
12.22
-8.37
-6.14
EWQ
France
-9.38
-3.58
-0.75
12.04
7.75
7.83
8.92
 12.56 14.92 18.29 18.51 0.96 0.52 0.43 0.48 -12.01 -29.04 -29.04 0.65 0.27 0.31 4.72 8.19 8.48
-3.58
28.90
-5.63
21.72
-11.99
21.47
2.85
26.67
ICLN
Global Clean Energy
0.38
11.32
19.07
63.12
-0.96
-4.21
8.89
 15.65 24.07 26.30 26.46 4.03 -0.04 -0.16 0.34 -42.07 -53.99 -60.77 -0.02 -0.08 0.15 26.15 32.79 29.98
11.32
47.05
-25.72
-20.40
-5.41
-24.19
141.80
44.35
EWD
Sweden
-10.96
-1.04
4.50
19.88
13.89
5.18
8.75
 16.13 19.73 22.64 20.48 1.23 0.70 0.23 0.43 -15.45 -40.26 -40.26 0.90 0.13 0.22 5.70 16.63 13.06
-1.04
36.54
-3.91
25.07
-27.79
22.86
22.26
21.74
IGF
Global Infrastructure
-3.42
9.19
11.40
26.64
15.76
11.52
8.75
 10.03 12.71 14.32 15.12 2.65 1.24 0.80 0.58 -12.72 -17.00 -29.59 1.24 0.68 0.30 3.51 4.83 7.17
9.19
21.31
14.81
6.13
-1.23
11.58
-6.50
25.81
EFA
EAFE Stocks
-7.83
1.15
5.91
23.09
14.37
8.40
8.66
 12.17 12.49 15.37 14.82 1.90 1.15 0.55 0.58 -10.13 -27.58 -27.58 1.42 0.30 0.31 3.38 8.05 7.78
1.15
31.55
3.49
18.38
-14.35
11.46
7.59
22.03
KSA
Saudi Arabia
6.94
9.17
-0.86
-1.07
3.87
4.56
8.60
 18.83 15.31 17.52 18.13 -0.06 0.25 0.26 0.47 -12.80 -27.10 -30.48 0.30 0.17 0.28 6.40 14.34 12.50
9.17
-8.20
-0.19
15.04
-6.07
33.56
2.63
9.30
EWJ
Japan
-8.59
4.58
9.21
28.80
16.28
6.82
8.52
 14.66 12.24 14.60 13.63 1.96 1.33 0.47 0.62 -8.59 -28.85 -28.85 1.90 0.24 0.30 2.94 10.40 8.97
4.58
25.84
7.03
20.32
-17.72
1.17
15.41
19.33
EDEN
Denmark
-3.25
-8.54
-2.66
3.57
1.60
3.27
8.13
 19.38 16.54 19.55 17.62 0.18 0.10 0.17 0.46 -19.94 -34.38 -34.38 0.08 0.10 0.24 10.41 12.51 10.04
-8.54
10.59
-3.94
17.99
-11.44
14.80
42.55
24.37
EWA
Australia
-7.74
5.99
4.57
22.30
10.43
6.61
8.07
 15.15 16.37 19.93 18.80 1.47 0.64 0.33 0.43 -12.08 -23.37 -31.36 0.86 0.28 0.26 4.97 7.91 7.83
5.99
13.35
1.60
13.83
-5.86
8.95
8.26
22.41
EWU
United Kingdom
-6.41
3.59
10.65
26.48
16.82
12.14
7.95
 10.59 11.89 14.32 15.49 2.50 1.41 0.85 0.51 -8.41 -21.24 -29.97 2.00 0.57 0.27 2.99 4.95 8.68
3.59
34.95
6.74
12.40
-4.38
18.22
-11.80
21.25
EZA
South Africa
-16.91
-1.45
11.56
50.34
23.55
11.28
7.65
 25.42 24.28 24.63 25.47 1.98 0.97 0.46 0.30 -16.91 -33.64 -53.99 1.39 0.34 0.14 7.78 16.34 20.93
-1.45
75.20
7.16
1.49
-5.13
7.92
-5.19
9.62
EEM
Emerging Markets
-9.25
3.80
7.87
33.09
15.72
3.66
7.55
 15.88 13.96 16.46 16.58 2.08 1.13 0.22 0.46 -12.51 -36.52 -36.52 1.26 0.10 0.21 4.16 18.56 15.52
3.80
33.98
6.49
8.95
-20.56
-3.61
17.03
18.20
XLP
Consumer Staples
-8.41
6.13
6.04
3.16
5.99
6.48
7.28
 14.99 12.73 13.37 13.09 0.21 0.47 0.48 0.56 -11.15 -12.86 -13.63 0.54 0.50 0.53 4.13 4.08 4.49
6.13
1.52
12.20
-0.82
-0.83
17.20
10.15
27.43
EIRL
Ireland
-8.43
-6.33
3.09
19.87
10.14
6.33
7.15
 13.66 16.43 21.03 20.35 1.45 0.62 0.30 0.35 -14.54 -39.15 -39.15 0.70 0.16 0.18 6.54 13.60 12.49
-6.33
28.82
-1.63
35.12
-18.81
13.72
9.62
28.14
EWS
Singapore
-1.91
2.58
2.03
23.91
18.29
8.81
7.10
 7.99 12.76 14.32 16.60 2.99 1.43 0.62 0.43 -12.66 -24.34 -32.07 1.44 0.36 0.22 4.27 10.50 12.35
2.58
31.35
22.10
6.17
-9.79
5.56
-8.49
14.53
EWG
Germany
-10.53
-6.66
-4.66
8.76
14.26
6.08
7.00
 15.23 16.05 20.13 19.59 0.58 0.89 0.30 0.36 -14.12 -41.66 -41.66 1.01 0.15 0.17 4.09 14.72 14.10
-6.66
35.78
9.79
23.36
-22.20
5.84
10.57
19.15
INDA
India
-10.39
-13.34
-10.03
-9.01
6.29
3.61
6.85
 13.94 13.20 13.92 17.31 -0.65 0.48 0.26 0.40 -19.39 -19.39 -34.00 0.32 0.19 0.20 7.21 7.55 8.56
-13.34
2.68
8.63
17.16
-8.94
21.41
14.83
6.49
PPLT
Platinum
-17.00
-4.40
24.74
95.06
24.69
9.87
6.60
 39.28 29.52 26.24 24.39 2.42 0.84 0.38 0.27 -18.58 -30.16 -38.34 1.33 0.33 0.17 10.37 18.50 20.17
-4.40
124.48
-8.90
-8.18
10.43
-10.75
10.78
20.85
EWW
Mexico
-7.05
8.51
12.41
53.18
11.73
14.94
6.16
 18.01 20.33 22.01 24.05 2.95 0.58 0.68 0.26 -29.73 -29.73 -46.59 0.39 0.50 0.13 13.42 11.55 16.61
8.51
53.64
-28.22
40.32
1.26
20.31
-3.05
12.64
XLRE
Real Estate
-6.24
1.87
-1.37
0.95
6.60
3.93
5.92
 10.20 16.39 19.27 16.91 0.09 0.40 0.20 0.35 -12.64 -32.25 -32.25 0.52 0.12 0.18 4.96 16.20 12.22
1.87
2.63
5.09
12.36
-26.25
45.26
-2.11
28.69
EWK
Belgium
-8.47
0.04
5.35
25.57
11.33
6.41
5.88
 14.16 15.11 16.54 17.51 1.81 0.75 0.39 0.34 -11.69 -32.34 -32.96 0.97 0.20 0.18 4.78 11.41 12.59
0.04
35.34
0.19
7.45
-13.93
12.87
0.00
25.92
UAE
United Arab Emirates
-12.65
-2.46
-0.30
14.80
13.96
11.02
5.37
 20.02 16.64 17.33 17.71 0.74 0.84 0.64 0.30 -12.65 -23.62 -42.37 1.10 0.47 0.13 4.22 12.57 14.66
-2.46
21.34
15.26
2.90
-5.31
44.10
-7.26
1.58
EWH
Hong Kong
-4.63
8.66
10.59
39.05
8.78
0.97
5.16
 13.83 18.99 21.39 19.29 2.82 0.46 0.05 0.27 -22.22 -40.35 -40.35 0.40 0.02 0.13 12.06 24.63 18.48
8.66
34.50
0.01
-13.86
-6.82
-3.48
4.19
10.71
HYG
US High Yield Bonds
-0.95
-0.35
0.87
6.89
7.90
3.55
5.09
 2.61 4.63 7.60 7.36 2.64 1.71 0.47 0.69 -2.64 -15.25 -15.25 2.99 0.23 0.33 0.69 5.48 4.18
-0.35
8.59
7.97
11.01
-10.99
3.75
4.48
14.09
USO
WTI Crude Oil
55.28
83.99
72.54
64.55
24.19
25.71
5.07
 59.11 38.76 34.63 41.14 1.09 0.62 0.74 0.12 -21.40 -29.06 -84.60 1.13 0.88 0.06 9.05 13.83 41.30
83.99
-8.46
13.35
-4.94
28.97
64.68
-67.79
32.61
GXG
Colombia
1.64
11.00
26.51
55.42
36.06
12.76
4.93
 20.61 20.85 24.51 27.01 2.69 1.73 0.52 0.18 -13.10 -41.89 -49.79 2.75 0.30 0.10 5.50 21.42 26.11
11.00
68.88
4.68
24.92
-25.06
-11.48
-16.32
30.40
EMQQ
Emerging Markets E-Commerce
-7.88
-18.04
-26.57
-10.64
2.61
-11.51
4.77
 18.09 21.12 27.66 25.82 -0.59 0.12 -0.42 0.18 -26.57 -64.28 -67.75 0.10 -0.18 0.07 8.89 43.35 35.97
-18.04
20.66
13.79
3.63
-30.70
-32.53
80.46
33.86
VNQ
US REITs
-6.31
1.31
-1.04
1.86
6.43
3.15
4.63
 10.58 16.39 18.98 17.52 0.18 0.39 0.17 0.26 -13.64 -32.77 -32.77 0.47 0.10 0.14 5.21 16.56 13.09
1.31
3.25
4.81
11.81
-26.24
40.52
-4.68
28.87
ECH
Chile
-8.60
-1.58
21.06
36.69
15.10
7.42
3.93
 21.01 20.48 25.66 26.39 1.75 0.74 0.29 0.15 -21.77 -29.46 -59.61 0.69 0.25 0.07 9.80 13.64 34.24
-1.58
65.41
-8.67
8.97
25.17
-20.02
-7.11
-17.79
VNM
Vietnam
-9.28
-9.28
-2.77
38.99
14.50
0.48
3.40
 25.98 24.47 24.85 23.07 1.50 0.59 0.02 0.15 -23.75 -46.50 -46.50 0.61 0.01 0.07 11.15 30.10 24.40
-9.28
66.55
-11.15
15.02
-43.75
22.05
9.84
9.13
ENZL
New Zealand
-10.17
-5.79
-5.96
3.64
-2.76
-5.14
3.29
 12.56 15.51 18.17 17.83 0.29 -0.18 -0.28 0.18 -16.72 -33.90 -37.29 -0.17 -0.15 0.09 7.32 21.10 18.05
-5.79
2.46
-4.87
2.97
-16.17
-11.38
20.04
30.10
QAT
Qatar
-4.42
-1.16
-3.61
8.10
5.46
3.89
3.21
 10.00 12.18 13.38 15.77 0.81 0.45 0.29 0.20 -14.35 -27.26 -28.55 0.38 0.14 0.11 5.10 13.86 12.09
-1.16
8.82
5.20
2.71
-7.23
14.42
6.85
-0.33
EMB
Emerg. Market Bonds
-3.49
-1.61
1.15
9.11
8.35
1.86
3.17
 5.24 7.33 10.20 10.09 1.74 1.14 0.18 0.31 -6.24 -26.75 -26.75 1.34 0.07 0.12 1.72 12.55 9.33
-1.61
13.86
5.54
10.23
-18.64
-2.24
5.42
15.48
THD
Thailand
-7.56
16.27
19.40
38.44
1.39
-0.35
3.11
 23.67 21.20 20.14 20.58 1.62 0.07 -0.02 0.15 -25.18 -31.08 -39.98 0.06 -0.01 0.08 14.65 16.83 20.08
16.27
2.36
-2.21
-12.63
1.22
1.85
-9.87
8.33
FXI
China
-3.70
-6.24
-11.79
2.68
9.39
-2.93
3.07
 14.55 21.21 28.38 23.47 0.18 0.44 -0.10 0.13 -26.63 -54.23 -56.74 0.35 -0.05 0.05 10.37 29.87 25.33
-6.24
28.95
28.98
-12.42
-20.67
-20.05
8.93
14.87
PFF
US Preferred Stocks
-3.37
-1.42
-1.65
4.61
5.39
0.83
2.99
 5.60 8.34 10.85 10.07 0.82 0.65 0.08 0.30 -7.03 -20.63 -20.63 0.77 0.04 0.15 2.37 9.84 7.37
-1.42
4.87
7.24
8.62
-18.80
7.13
7.44
15.92
EMIF
Emerging Markets Infrastructure
-8.07
6.15
12.78
39.99
13.95
6.43
2.71
 14.45 13.90 16.11 17.79 2.77 1.00 0.40 0.15 -14.23 -22.13 -39.25 0.98 0.29 0.07 4.70 8.34 20.41
6.15
33.90
1.21
5.68
-12.57
3.72
-19.97
16.32
LQD
US Invest. Grade Bonds
-2.07
-0.38
-0.05
4.87
4.26
0.21
2.65
 3.86 7.75 9.64 8.25 1.26 0.55 0.02 0.32 -7.89 -22.99 -23.27 0.54 0.01 0.11 2.27 11.88 8.82
-0.38
7.90
0.86
9.41
-17.93
-1.85
10.97
17.37
TIP
US TIPS
-1.36
0.41
0.33
2.82
2.80
1.00
2.35
 2.77 4.30 6.21 5.10 1.02 0.65 0.16 0.46 -5.35 -14.76 -14.76 0.52 0.07 0.16 1.67 8.04 5.76
0.41
6.76
1.65
3.27
-13.10
5.67
10.84
8.35
BIL
US Cash
0.29
0.85
1.84
3.99
4.70
3.28
2.12
 0.11 0.20 0.59 0.56 35.44 23.75 5.51 3.77 0.00 -0.10 -0.16 469.84 33.33 12.87 0.00 0.03 0.04
0.85
4.15
5.19
4.94
1.40
-0.10
0.40
2.03
EWM
Malaysia
-2.77
3.84
11.35
27.73
12.55
5.06
1.76
 11.48 13.92 15.27 14.65 2.42 0.90 0.33 0.12 -13.09 -21.04 -33.72 0.96 0.24 0.05 5.74 9.99 18.13
3.84
15.74
19.46
-3.61
-5.98
-7.41
3.17
-1.42
BNDX
International Bonds
-2.14
-0.13
0.17
2.81
3.83
0.20
1.73
 3.35 4.10 5.30 4.38 0.84 0.93 0.04 0.39 -2.14 -14.32 -14.88 1.79 0.01 0.12 0.73 7.36 5.62
-0.13
2.87
3.56
8.78
-12.76
-2.28
4.65
7.87
BND
US Total Bond Market
-1.74
0.05
0.95
4.24
3.59
0.26
1.66
 3.24 5.44 6.35 5.19 1.31 0.66 0.04 0.32 -6.03 -16.55 -17.28 0.60 0.02 0.10 1.75 8.86 6.85
0.05
7.08
1.38
5.41
-13.11
-1.86
7.71
8.83
TUR
Turkey
-4.87
12.29
14.07
20.80
8.95
14.42
1.63
 24.14 25.69 30.11 32.66 0.86 0.35 0.48 0.05 -28.35 -28.35 -58.39 0.32 0.51 0.03 13.29 13.12 32.57
12.29
-1.54
12.91
-8.67
105.81
-27.48
-1.20
14.41
TLT
US Long Term Treasuries
-4.23
0.17
-0.87
-0.49
-2.78
-5.59
-1.38
 9.05 13.76 14.59 13.61 -0.05 -0.20 -0.38 -0.10 -20.16 -42.19 -47.75 -0.14 -0.13 -0.03 9.11 28.82 25.67
0.17
4.25
-8.05
2.51
-31.24
-4.60
18.15
14.12
EIDO
Indonesia
-11.39
-15.56
-9.16
0.43
-9.06
-3.41
-1.66
 18.24 18.23 16.58 21.14 0.02 -0.50 -0.21 -0.08 -30.29 -30.29 -48.60 -0.30 -0.11 -0.03 16.20 12.98 19.72
-15.56
4.90
-13.01
2.57
-0.15
-0.60
-7.14
5.30
EPHE
Philippines
-11.04
-0.36
0.76
0.11
-0.62
-1.44
-2.65
 17.84 18.08 20.17 19.47 0.01 -0.03 -0.07 -0.14 -19.26 -32.20 -41.45 -0.03 -0.04 -0.06 9.21 16.58 23.30
-0.36
1.56
-1.41
1.26
-15.86
-2.22
-3.94
8.50
UNG
Natural Gas
1.82
-4.32
-10.25
-45.72
-24.96
-21.08
-19.80
 58.45 53.09 65.50 54.59 -0.78 -0.47 -0.32 -0.36 -61.60 -90.90 -92.29 -0.41 -0.23 -0.21 43.10 69.10 62.59
-4.32
-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: