Investment Theme Returns

Returns as of 31 August 2025
Currency: USD

The best performing in the last 10 Years is Information Technology, that granted a +22.09% annualized return.

The worst is Natural Gas, with a -24.14% 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 August 2025

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

INVESTMENT THEMES - USD CURRENCY
Return - Risk - Drawdown
Last Update as of 31 August 2025
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Aug 2025. Inflation (annualized) is 1Y: 2.97% , 3Y: 3.09% , 5Y: 4.51% , 10Y: 3.11%
Returns over 1 year are annualized. Last update: 31 August 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 August 2025.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Assets usually grant less severe drawdowns.
Last update: 31 August 2025.
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Aug 2025. 2025: 1.81%, 2024: 2.90%, 2023: 3.32%, 2022: 6.41%
Last update: 31 August 2025.
Swipe left to see all data
Return (%) - Aug 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
-0.11
13.85
16.77
19.93
25.74
17.23
22.09
 17.08 20.13 20.97 19.21 1.17 1.28 0.82 1.15 -11.97 -31.22 -31.22 2.15 0.55 0.71 4.21 10.76 8.24
13.26
21.63
56.02
-27.73
34.83
43.62
49.86
-1.66
QQQ
US Technology
0.95
10.00
12.54
20.44
24.80
14.78
19.42
 14.39 18.00 19.88 18.54 1.42 1.38 0.74 1.05 -10.65 -32.58 -32.58 2.33 0.45 0.60 4.04 12.52 9.43
11.87
25.58
54.86
-32.58
27.42
48.40
38.96
-0.12
ARGT
Argentina
-3.10
-11.10
-3.10
24.44
40.49
27.02
17.26
 20.68 29.29 30.38 32.15 1.18 1.38 0.89 0.54 -18.99 -30.81 -55.87 2.13 0.88 0.31 5.30 9.24 19.00
-2.97
63.46
53.64
10.36
3.83
14.57
14.50
-32.63
VUG
US Large Cap Growth
0.76
11.14
13.31
22.72
24.95
14.57
17.10
 15.51 17.97 19.73 17.97 1.46 1.39 0.74 0.95 -11.25 -33.15 -33.15 2.22 0.44 0.52 4.18 13.43 10.01
12.01
32.69
46.83
-33.15
27.34
40.22
37.03
-3.31
SPY
US Large Cap Blend
2.05
9.77
9.21
15.86
19.43
14.68
14.50
 11.94 14.60 15.84 15.24 1.33 1.33 0.93 0.95 -9.24 -23.93 -23.93 2.10 0.61 0.61 3.17 7.90 6.39
10.72
24.89
26.18
-18.17
28.74
18.37
31.22
-4.56
VTI
US Total Stock Market
2.35
10.10
9.33
15.78
18.78
14.07
13.94
 12.76 15.06 16.18 15.73 1.24 1.25 0.87 0.89 -9.22 -24.81 -24.81 2.04 0.57 0.56 3.41 8.64 6.94
10.51
23.81
26.05
-19.51
25.67
21.03
30.67
-5.21
EWT
Taiwan
0.79
12.29
15.76
12.89
17.11
13.96
13.76
 15.38 22.29 20.56 18.91 0.84 0.77 0.68 0.73 -17.06 -37.46 -37.46 1.00 0.37 0.37 5.03 13.45 10.52
13.64
12.45
29.00
-28.84
28.94
31.50
33.33
-9.92
XLI
Industrials
0.00
6.76
12.18
17.31
19.72
16.11
13.52
 15.82 18.32 18.95 18.64 1.09 1.08 0.85 0.73 -10.56 -20.74 -27.13 1.87 0.78 0.50 3.98 5.61 6.36
16.08
17.31
18.13
-5.58
21.09
10.96
29.09
-13.24
XLY
Consumer Discretionary
4.66
8.62
7.83
24.94
15.24
9.96
13.21
 20.08 21.12 22.27 20.23 1.24 0.72 0.45 0.65 -16.54 -36.27 -36.27 0.92 0.27 0.36 6.10 15.29 11.35
3.80
26.51
39.64
-36.27
27.93
29.63
28.39
1.59
XLF
Financials
3.09
6.31
4.20
19.81
19.87
18.72
13.14
 14.86 18.04 19.56 19.55 1.33 1.10 0.96 0.67 -12.70 -23.13 -31.75 1.56 0.81 0.41 4.73 8.49 9.47
12.50
30.56
12.03
-10.60
34.82
-1.68
31.87
-13.04
HACK
Cyber Security
-0.59
3.12
10.52
25.01
21.19
11.51
12.50
 14.94 16.87 19.53 19.27 1.67 1.26 0.59 0.65 -9.17 -33.99 -33.99 2.31 0.34 0.37 3.55 15.83 12.14
13.29
23.49
37.44
-28.15
7.00
41.33
23.39
6.61
EPU
Peru
10.59
17.53
33.90
39.00
34.28
16.06
12.35
 14.07 20.02 23.79 24.31 2.77 1.71 0.67 0.51 -14.77 -31.60 -45.01 2.32 0.51 0.27 4.36 13.79 17.08
38.39
21.72
25.34
2.13
-11.83
-4.31
7.31
-12.16
VTV
US Large Cap Value
3.49
7.49
4.03
8.40
13.58
14.01
11.57
 11.99 14.42 14.88 14.77 0.70 0.94 0.94 0.78 -8.08 -15.33 -25.07 1.68 0.91 0.46 3.38 3.87 5.30
9.45
15.95
9.32
-2.07
26.51
2.26
25.65
-5.44
GLD
Gold
4.99
4.77
20.82
37.52
25.93
11.47
11.32
 12.59 13.44 14.17 13.92 2.98 1.93 0.81 0.81 -7.22 -17.81 -18.08 3.59 0.64 0.63 2.12 6.77 6.45
31.36
26.66
12.69
-0.77
-4.15
24.81
17.86
-1.94
GREK
Greece
4.26
16.44
50.41
59.50
43.22
28.35
11.18
 17.14 21.50 25.04 27.02 3.47 2.01 1.13 0.41 -14.95 -25.28 -47.13 2.89 1.12 0.24 4.73 7.26 19.66
65.10
9.54
42.69
0.98
6.16
-14.48
50.20
-31.24
VT
World All Countries
2.96
8.95
11.84
15.99
17.57
12.15
11.16
 10.16 14.31 15.16 14.84 1.57 1.23 0.80 0.75 -9.69 -25.52 -25.52 1.81 0.48 0.44 3.04 8.30 7.00
14.79
16.49
22.03
-18.01
18.27
16.61
26.82
-9.76
XLC
Communication Services
3.71
10.12
9.79
28.98
28.29
13.02
11.14
 13.29 17.28 18.78 17.68 2.18 1.64 0.69 0.63 -11.75 -43.46 -43.46 2.41 0.30 0.26 3.95 18.96 14.51
15.68
34.71
52.82
-37.63
15.96
26.91
31.05
-16.77
CGW
Global Water
3.35
5.21
15.80
9.66
13.78
11.28
11.07
 12.41 17.87 18.46 16.31 0.78 0.77 0.61 0.68 -14.17 -32.28 -32.28 0.97 0.35 0.34 4.83 12.67 9.70
18.49
4.55
15.50
-21.99
31.71
15.42
34.04
-10.42
EWO
Austria
4.80
9.34
32.70
39.97
28.41
20.19
10.92
 15.09 19.77 23.57 22.68 2.65 1.44 0.86 0.48 -10.91 -37.60 -47.58 2.60 0.54 0.23 4.06 12.52 17.00
51.31
4.06
20.63
-21.92
31.54
-3.68
17.07
-22.87
XLU
Utilities
-1.58
3.64
7.94
13.78
7.57
10.52
10.54
 12.63 16.17 16.52 15.07 1.09 0.47 0.64 0.70 -17.63 -17.63 -18.82 0.43 0.60 0.56 7.89 6.43 6.56
12.97
23.31
-7.17
1.42
16.81
0.57
25.91
3.92
CWB
US Convertible Bonds
1.75
8.65
10.07
18.50
10.56
6.29
10.40
 10.32 11.24 13.49 13.52 1.79 0.94 0.47 0.77 -9.38 -26.54 -26.54 1.13 0.24 0.39 3.02 13.64 9.96
11.97
10.06
14.49
-20.81
2.17
53.39
22.39
-1.96
IJH
US Mid Cap Blend
3.38
8.87
5.92
6.75
11.96
12.70
10.36
 15.89 18.83 18.98 18.65 0.42 0.63 0.67 0.56 -14.99 -21.57 -29.70 0.80 0.59 0.35 5.90 7.66 7.43
5.19
13.92
16.40
-13.10
24.71
13.58
26.10
-11.18
EWN
Netherlands
3.39
1.63
13.87
6.67
17.91
10.29
10.12
 15.72 21.45 21.88 19.23 0.42 0.83 0.47 0.53 -16.18 -41.29 -41.29 1.11 0.25 0.24 5.89 15.69 12.18
20.73
1.67
22.09
-24.41
22.74
23.22
32.46
-15.36
XLB
Materials
5.19
7.42
4.99
-0.19
9.15
10.10
10.07
 14.79 19.11 19.54 19.20 -0.01 0.48 0.52 0.52 -12.24 -23.73 -26.15 0.75 0.43 0.38 5.88 7.80 7.72
10.76
0.15
12.45
-12.31
27.45
20.52
24.13
-14.87
IJK
US Mid Cap Growth
2.24
8.15
7.11
5.22
12.19
10.10
9.99
 16.87 18.21 18.85 17.97 0.31 0.67 0.54 0.56 -15.69 -25.49 -25.49 0.78 0.40 0.39 5.84 10.39 8.51
4.92
15.68
17.41
-19.03
18.68
22.44
25.96
-10.52
SLV
Silver
8.61
20.63
27.83
37.34
29.72
6.65
9.97
 20.14 24.36 25.70 26.87 1.85 1.22 0.26 0.37 -12.72 -36.79 -36.79 2.34 0.18 0.27 5.35 16.26 17.34
37.45
20.89
-1.09
2.37
-12.45
47.30
14.88
-9.19
VOE
US Mid Cap Value
3.26
7.62
5.38
7.53
10.98
13.25
9.59
 12.38 17.07 17.09 17.40 0.61 0.64 0.78 0.55 -11.64 -17.81 -31.25 0.94 0.74 0.31 5.19 5.57 6.86
8.08
14.00
9.86
-7.95
28.76
2.59
27.84
-12.45
IJT
US Small Cap Growth
5.45
10.17
6.90
2.65
9.07
9.90
9.58
 19.86 20.47 20.89 20.06 0.13 0.44 0.47 0.48 -18.75 -26.22 -32.91 0.48 0.38 0.29 7.28 12.27 11.36
4.58
9.33
17.11
-21.32
22.37
19.22
20.99
-4.39
EWC
Canada
5.65
9.25
19.13
22.93
15.70
13.57
9.56
 12.16 16.50 17.45 17.41 1.89 0.95 0.78 0.55 -12.03 -22.93 -26.90 1.31 0.59 0.36 3.80 8.05 7.60
21.88
12.38
14.73
-12.95
27.00
5.52
27.56
-17.16
IJR
US Small Cap Blend
7.04
12.43
6.30
3.41
8.52
11.54
9.48
 19.57 21.85 21.42 20.81 0.17 0.39 0.54 0.46 -19.88 -23.11 -36.12 0.43 0.50 0.26 7.87 9.79 10.59
3.14
8.63
16.06
-16.19
26.60
11.28
22.82
-8.49
EWI
Italy
5.80
8.75
27.33
35.75
34.95
18.71
9.13
 12.88 19.37 22.55 22.13 2.77 1.80 0.83 0.41 -10.75 -32.87 -33.30 3.25 0.57 0.27 3.48 9.33 13.30
44.43
10.23
30.64
-14.10
14.41
1.67
26.97
-17.20
EDEN
Denmark
5.47
-3.60
0.36
-14.29
10.18
6.98
9.00
 17.89 19.37 19.38 17.24 -0.80 0.53 0.36 0.52 -19.94 -34.38 -34.38 0.51 0.20 0.26 9.00 11.71 9.54
4.55
-3.94
17.99
-11.44
14.80
42.55
24.37
-14.42
IJS
US Small Cap Value
8.62
14.93
5.67
4.00
7.58
12.78
8.89
 19.60 23.61 22.71 22.26 0.20 0.32 0.56 0.40 -20.98 -20.98 -40.32 0.36 0.61 0.22 8.70 8.33 10.92
1.68
7.33
14.68
-11.33
30.53
2.63
24.12
-12.84
XLV
Healthcare
5.37
4.11
-6.92
-11.09
4.98
6.48
8.65
 13.90 13.61 14.30 14.43 -0.80 0.37 0.45 0.60 -15.62 -15.62 -15.62 0.32 0.42 0.55 6.41 6.06 5.37
0.76
2.47
2.06
-2.09
25.59
13.34
20.45
6.28
EMQQ
Emerging Markets E-Commerce
5.97
10.63
14.19
28.38
11.99
-4.06
8.54
 18.30 30.11 28.11 26.52 1.55 0.40 -0.14 0.32 -27.08 -67.75 -67.75 0.44 -0.06 0.13 9.36 46.32 34.64
25.45
13.79
3.63
-30.70
-32.53
80.46
33.86
-29.82
XLP
Consumer Staples
1.25
-1.81
-1.58
0.38
6.16
7.02
8.34
 9.37 12.70 12.97 12.44 0.04 0.49 0.54 0.67 -11.15 -12.86 -13.63 0.55 0.55 0.61 4.04 3.93 4.34
4.01
12.20
-0.82
-0.83
17.20
10.15
27.43
-8.07
EWQ
France
1.55
2.52
10.17
10.05
16.08
11.24
8.33
 12.35 18.55 20.35 18.57 0.81 0.87 0.55 0.45 -12.01 -29.04 -29.04 1.34 0.39 0.29 4.74 8.20 8.68
21.41
-5.63
21.72
-11.99
21.47
2.85
26.67
-12.88
EWA
Australia
4.07
6.53
14.61
8.07
11.26
9.69
8.30
 15.64 19.80 20.37 18.93 0.52 0.57 0.48 0.44 -15.00 -23.37 -31.36 0.75 0.41 0.26 6.64 7.88 7.86
15.23
1.60
13.83
-5.86
8.95
8.26
22.41
-12.02
EIS
Israel
3.22
12.48
20.59
43.17
14.22
12.32
8.09
 17.72 22.74 20.88 19.33 2.44 0.63 0.59 0.42 -28.60 -38.63 -38.63 0.50 0.32 0.21 11.14 16.56 12.61
23.75
34.50
5.46
-27.03
22.84
12.01
20.94
-4.83
EWL
Switzerland
4.95
2.16
8.98
6.67
13.16
7.95
7.93
 13.98 16.40 16.77 14.40 0.48 0.80 0.47 0.55 -13.04 -27.53 -27.53 1.01 0.29 0.29 4.58 9.78 7.88
22.66
-2.81
17.70
-18.86
20.19
11.79
31.58
-9.19
EWD
Sweden
5.77
4.39
9.98
12.51
18.19
8.77
7.77
 17.23 21.20 23.00 20.36 0.73 0.86 0.38 0.38 -15.45 -40.26 -40.26 1.18 0.22 0.19 5.65 16.59 13.10
27.09
-3.91
25.07
-27.79
22.86
22.26
21.74
-12.76
IGF
Global Infrastructure
2.15
4.01
14.77
19.17
11.89
11.94
7.76
 8.61 15.21 14.99 15.21 2.23 0.78 0.80 0.51 -12.72 -17.00 -29.59 0.93 0.70 0.26 4.19 4.86 7.26
17.40
14.81
6.13
-1.23
11.58
-6.50
25.81
-9.94
INDA
India
-1.25
-4.29
8.07
-9.29
6.83
10.88
7.66
 13.91 12.98 14.15 17.64 -0.67 0.53 0.77 0.43 -17.23 -17.23 -34.00 0.40 0.63 0.23 6.49 6.58 8.33
-1.25
8.63
17.16
-8.94
21.41
14.83
6.49
-6.69
EWP
Spain
6.69
11.46
33.73
46.01
34.12
19.32
7.58
 14.90 19.58 22.58 21.37 3.09 1.74 0.86 0.35 -9.76 -32.46 -38.72 3.49 0.60 0.20 3.64 10.05 15.59
55.39
5.70
30.26
-5.16
0.27
-3.95
11.91
-15.32
XLRE
Real Estate
2.17
2.31
-0.43
0.42
3.96
6.56
7.50
 12.16 19.13 19.28 17.16 0.03 0.21 0.34 0.44 -17.26 -32.25 -32.25 0.23 0.20 0.23 7.15 15.96 12.07
5.65
5.09
12.36
-26.25
45.26
-2.11
28.69
-2.37
XLE
Energy
3.65
11.77
0.92
2.29
7.66
25.41
7.42
 20.79 22.97 29.50 29.79 0.11 0.33 0.86 0.25 -14.36 -18.07 -58.14 0.53 1.41 0.13 6.20 6.71 18.47
7.21
5.56
-0.63
64.17
53.31
-32.51
11.73
-18.21
EFA
EAFE Stocks
4.52
4.79
14.08
13.68
17.22
10.29
7.39
 11.00 15.51 16.14 15.00 1.24 1.11 0.64 0.49 -10.13 -27.58 -27.58 1.70 0.37 0.27 3.58 8.03 7.92
23.08
3.49
18.38
-14.35
11.46
7.59
22.03
-13.81
EWS
Singapore
6.16
11.15
23.05
42.31
21.12
13.12
7.34
 10.63 15.55 16.37 17.60 3.98 1.36 0.80 0.42 -12.66 -24.34 -32.07 1.67 0.54 0.23 4.71 10.52 12.47
30.94
22.10
6.17
-9.79
5.56
-8.49
14.53
-11.33
EWG
Germany
1.77
1.44
18.04
30.48
27.09
9.79
7.33
 13.17 19.98 21.35 20.01 2.32 1.36 0.46 0.37 -14.12 -41.66 -41.66 1.92 0.23 0.18 3.98 14.74 14.21
33.80
9.79
23.36
-22.20
5.84
10.57
19.15
-21.37
EWZ
Brazil
11.11
10.44
24.64
5.26
6.71
7.48
6.85
 25.69 23.97 28.65 32.65 0.20 0.28 0.26 0.21 -30.41 -30.41 -50.35 0.22 0.25 0.14 13.20 14.79 20.10
33.50
-30.41
32.60
12.35
-17.27
-20.33
27.65
-2.57
EIRL
Ireland
2.64
4.39
13.32
-0.10
18.90
11.27
6.78
 13.79 20.72 22.26 20.42 -0.01 0.91 0.51 0.33 -14.54 -39.15 -39.15 1.30 0.29 0.17 6.71 13.59 12.62
16.83
-1.63
35.12
-18.81
13.72
9.62
28.14
-21.91
EWJ
Japan
6.33
6.47
15.25
11.36
15.53
8.06
6.73
 10.29 13.99 14.23 13.64 1.10 1.11 0.57 0.49 -8.84 -28.85 -28.85 1.76 0.28 0.23 3.27 10.35 9.10
17.61
7.03
20.32
-17.72
1.17
15.41
19.33
-14.10
EPOL
Poland
-0.16
6.20
27.59
36.23
41.66
15.12
6.49
 20.61 27.92 31.67 27.99 1.76 1.49 0.48 0.23 -18.87 -52.77 -60.36 2.21 0.29 0.11 5.65 18.26 25.51
54.55
-2.62
50.70
-24.62
12.22
-8.37
-6.14
-13.78
ENZL
New Zealand
-0.42
2.04
6.91
-6.79
0.89
-3.69
6.45
 11.63 18.30 18.87 18.70 -0.58 0.05 -0.20 0.34 -19.32 -37.29 -37.29 0.05 -0.10 0.17 9.01 23.37 17.01
0.26
-4.87
2.97
-16.17
-11.38
20.04
30.10
0.35
NORW
Norway
4.39
6.53
21.88
19.50
7.69
8.94
6.41
 14.53 21.15 22.48 21.59 1.34 0.36 0.40 0.30 -19.66 -30.84 -43.74 0.39 0.29 0.15 7.10 13.79 14.45
29.47
-2.50
4.97
-14.12
18.11
1.22
12.52
-8.03
VNQ
US REITs
3.48
4.28
0.22
0.72
4.02
6.41
6.41
 12.37 19.22 19.22 17.68 0.06 0.21 0.33 0.36 -17.44 -32.77 -32.77 0.23 0.20 0.20 7.11 16.30 12.92
5.64
4.81
11.81
-26.24
40.52
-4.68
28.87
-6.02
EEM
Emerging Markets
2.68
10.60
16.51
18.04
10.87
4.62
6.30
 10.38 17.26 15.76 16.66 1.74 0.63 0.29 0.38 -13.29 -36.52 -36.52 0.82 0.13 0.17 5.30 18.52 15.58
20.38
6.49
8.95
-20.56
-3.61
17.03
18.20
-15.31
EWY
South Korea
-0.78
19.15
32.14
12.93
9.87
4.62
6.21
 24.26 27.40 25.55 23.18 0.53 0.36 0.18 0.27 -22.36 -48.08 -48.08 0.44 0.10 0.13 9.57 26.66 22.16
41.95
-20.48
19.05
-26.60
-7.56
39.44
7.95
-20.38
ICLN
Global Clean Energy
7.31
14.78
30.90
2.76
-12.17
-2.21
6.20
 19.12 24.90 29.32 26.69 0.14 -0.49 -0.08 0.23 -48.25 -60.77 -60.77 -0.25 -0.04 0.10 32.41 39.70 28.73
27.80
-25.72
-20.40
-5.41
-24.19
141.80
44.35
-9.02
EWU
United Kingdom
4.14
5.98
14.22
15.09
17.25
13.49
6.04
 10.32 14.54 15.75 15.65 1.46 1.19 0.86 0.39 -9.34 -21.24 -29.97 1.85 0.63 0.20 3.25 5.03 9.05
24.81
6.74
12.40
-4.38
18.22
-11.80
21.25
-14.28
CPER
Copper
2.48
-4.19
-0.88
6.92
10.01
8.21
5.98
 25.55 20.81 21.80 20.57 0.27 0.48 0.38 0.29 -13.24 -29.46 -34.19 0.76 0.28 0.17 6.65 13.13 13.94
11.80
4.23
4.55
-15.14
25.22
23.89
6.69
-21.94
EWK
Belgium
5.91
6.73
21.10
17.34
15.66
8.47
5.76
 12.71 16.76 18.83 17.56 1.36 0.93 0.45 0.33 -11.69 -32.34 -32.96 1.34 0.26 0.17 4.84 11.45 12.61
27.86
0.19
7.45
-13.93
12.87
0.00
25.92
-20.39
PALL
Palladium
-6.89
13.96
19.73
14.19
-19.32
-13.74
5.72
 30.10 27.04 30.61 30.91 0.47 -0.71 -0.45 0.18 -58.42 -69.59 -69.59 -0.33 -0.20 0.08 46.67 48.61 35.36
21.13
-17.38
-38.77
-6.28
-23.26
25.26
53.94
17.23
BNO
Brent Oil
-4.77
12.59
0.53
1.24
0.40
21.04
5.00
 24.05 21.96 28.10 34.78 0.05 0.02 0.75 0.14 -19.66 -28.14 -69.90 0.02 0.75 0.07 8.93 12.30 24.21
1.24
9.67
-3.43
35.25
62.34
-38.23
36.01
-15.30
DBC
Commodities
-1.07
6.37
0.95
5.82
-1.35
12.77
4.94
 11.16 11.84 15.47 16.05 0.52 -0.11 0.83 0.31 -13.75 -22.97 -37.77 -0.10 0.56 0.13 6.84 12.94 13.95
3.88
2.18
-6.19
19.34
41.36
-7.84
11.84
-11.62
EZA
South Africa
8.71
11.77
31.43
30.71
17.84
13.75
4.70
 16.75 23.80 23.01 25.37 1.83 0.75 0.60 0.19 -18.00 -33.64 -53.99 0.99 0.41 0.09 8.11 16.20 21.12
39.24
7.16
1.49
-5.13
7.92
-5.19
9.62
-25.23
HYG
US High Yield Bonds
1.11
3.10
3.89
8.00
8.81
4.28
4.69
 3.71 6.35 7.76 7.63 2.16 1.39 0.55 0.62 -3.74 -15.25 -15.25 2.35 0.28 0.31 1.04 5.49 4.27
6.33
7.97
11.01
-10.99
3.75
4.48
14.09
-2.03
UAE
United Arab Emirates
-3.29
7.96
14.89
33.81
9.82
16.68
4.53
 10.94 14.94 16.85 17.81 3.09 0.66 0.99 0.25 -13.05 -23.62 -42.37 0.75 0.71 0.11 6.32 12.40 15.12
21.80
15.26
2.90
-5.31
44.10
-7.26
1.58
-14.42
EWH
Hong Kong
2.22
14.14
22.90
36.37
5.19
1.95
4.29
 18.91 25.21 21.51 19.53 1.92 0.21 0.09 0.22 -26.52 -40.35 -40.35 0.20 0.05 0.11 16.21 24.52 18.46
29.76
0.01
-13.86
-6.82
-3.48
4.19
10.71
-8.73
EWW
Mexico
2.99
4.80
24.82
22.66
15.66
16.91
4.24
 14.74 22.21 22.83 23.89 1.54 0.70 0.74 0.18 -29.73 -29.73 -46.59 0.53 0.57 0.09 13.40 11.56 16.67
34.68
-28.22
40.32
1.26
20.31
-3.05
12.64
-14.59
EMB
Emerg. Market Bonds
1.80
5.25
4.98
8.04
8.70
0.92
3.42
 5.85 10.18 10.39 10.09 1.37 0.85 0.09 0.34 -6.73 -26.75 -26.75 1.29 0.03 0.13 2.35 12.60 9.33
9.04
5.54
10.23
-18.64
-2.24
5.42
15.48
-5.47
PFF
US Preferred Stocks
1.20
5.82
2.14
3.71
4.31
2.42
3.42
 6.89 11.30 11.03 10.02 0.54 0.38 0.22 0.34 -11.18 -20.63 -20.63 0.39 0.12 0.17 4.25 9.83 7.36
4.05
7.24
8.62
-18.80
7.13
7.44
15.92
-4.63
FXI
China
3.93
12.74
12.00
51.36
11.88
-0.08
3.37
 22.31 33.13 28.51 23.98 2.30 0.36 0.00 0.14 -30.65 -56.74 -56.74 0.39 0.00 0.06 13.72 32.84 25.31
29.63
28.98
-12.42
-20.67
-20.05
8.93
14.87
-13.26
LQD
US Invest. Grade Bonds
1.04
3.06
2.51
3.23
4.50
-0.69
3.00
 5.93 10.16 9.78 8.28 0.55 0.44 -0.07 0.36 -7.89 -23.27 -23.27 0.57 -0.03 0.13 2.79 12.14 8.77
5.55
0.86
9.41
-17.93
-1.85
10.97
17.37
-3.79
QAT
Qatar
1.76
9.27
13.83
18.07
0.24
6.69
2.95
 7.71 14.08 13.69 16.74 2.34 0.02 0.49 0.18 -24.94 -27.26 -31.62 0.01 0.25 0.09 15.06 13.73 13.26
14.27
5.20
2.71
-7.23
14.42
6.85
-0.33
20.06
VNM
Vietnam
14.24
34.58
51.91
45.74
8.27
5.96
2.78
 24.32 28.55 24.99 23.24 1.88 0.29 0.24 0.12 -25.88 -46.50 -46.50 0.32 0.13 0.06 14.95 29.94 24.75
59.32
-11.15
15.02
-43.75
22.05
9.84
9.13
-16.83
TIP
US TIPS
1.61
2.58
2.75
4.70
2.02
0.76
2.58
 4.23 6.29 6.24 5.13 1.11 0.32 0.12 0.50 -6.75 -14.76 -14.76 0.30 0.05 0.17 3.06 8.02 5.74
6.40
1.65
3.27
-13.10
5.67
10.84
8.35
-1.42
PPLT
Platinum
6.29
29.43
44.95
47.30
16.96
7.34
2.52
 30.19 24.84 23.69 23.23 1.57 0.68 0.31 0.11 -18.58 -30.16 -38.34 0.91 0.24 0.07 10.27 18.42 20.29
50.78
-8.90
-8.18
10.43
-10.75
10.78
20.85
-14.95
ECH
Chile
9.99
6.41
17.11
26.14
10.05
9.82
2.49
 16.41 20.70 25.85 26.17 1.59 0.49 0.38 0.10 -21.77 -29.46 -59.61 0.46 0.33 0.04 10.05 13.58 34.13
33.86
-8.67
8.97
25.17
-20.02
-7.11
-17.79
-18.96
GXG
Colombia
9.95
13.76
20.95
38.62
16.99
9.49
2.45
 16.94 22.11 26.44 27.22 2.28 0.77 0.36 0.09 -16.03 -41.89 -49.79 1.06 0.23 0.05 8.23 22.14 26.37
44.34
4.68
24.92
-25.06
-11.48
-16.32
30.40
-19.90
BNDX
International Bonds
0.14
0.36
0.89
3.46
3.78
-0.02
2.14
 3.13 5.10 5.21 4.32 1.11 0.74 0.00 0.50 -2.89 -14.88 -14.88 1.31 0.00 0.14 1.04 7.84 5.61
2.03
3.56
8.78
-12.76
-2.28
4.65
7.87
2.81
EWM
Malaysia
5.87
6.02
7.32
-0.18
7.20
2.42
2.03
 14.57 16.07 15.66 15.16 -0.01 0.45 0.15 0.13 -14.33 -23.78 -33.72 0.50 0.10 0.06 8.00 12.12 18.12
3.55
19.46
-3.61
-5.98
-7.41
3.17
-1.42
-6.27
TUR
Turkey
4.25
19.48
4.53
-2.93
19.44
15.41
1.99
 18.96 31.05 32.83 32.68 -0.15 0.63 0.47 0.06 -28.35 -30.79 -58.39 0.69 0.50 0.03 13.17 14.93 32.45
-0.08
12.91
-8.67
105.81
-27.48
-1.20
14.41
-41.48
BIL
US Cash
0.37
1.07
2.11
4.45
4.67
2.82
1.90
 0.10 0.24 0.66 0.57 43.16 19.64 4.26 3.34 0.00 -0.14 -0.16 466.97 20.38 11.51 0.00 0.05 0.05
2.80
5.19
4.94
1.40
-0.10
0.40
2.03
1.74
BND
US Total Bond Market
1.15
2.42
2.14
3.08
2.99
-0.75
1.77
 4.50 6.87 6.33 5.14 0.69 0.44 -0.12 0.34 -6.03 -17.08 -17.28 0.50 -0.04 0.10 2.17 9.33 6.82
4.97
1.38
5.41
-13.11
-1.86
7.71
8.83
-0.12
THD
Thailand
1.47
9.70
10.21
-3.67
-3.51
-0.62
1.55
 21.98 20.07 21.02 19.84 -0.17 -0.18 -0.03 0.08 -31.08 -31.08 -39.98 -0.11 -0.02 0.04 19.67 16.13 19.37
-3.10
-2.21
-12.63
1.22
1.85
-9.87
8.33
-8.21
EMIF
Emerging Markets Infrastructure
3.88
8.48
20.88
18.13
8.51
6.62
1.43
 11.43 15.60 17.07 17.95 1.59 0.55 0.39 0.08 -14.23 -22.13 -39.25 0.60 0.30 0.04 5.25 8.35 20.44
20.88
1.21
5.68
-12.57
3.72
-19.97
16.32
-13.69
EIDO
Indonesia
2.32
-3.91
13.68
-15.37
-5.88
0.90
1.05
 20.42 17.07 19.17 21.57 -0.75 -0.34 0.05 0.05 -30.29 -30.29 -48.60 -0.19 0.03 0.02 13.64 11.57 18.64
-1.83
-13.01
2.57
-0.15
-0.60
-7.14
5.30
-10.89
TLT
US Long Term Treasuries
0.01
1.51
-4.26
-6.36
-4.79
-9.27
-0.78
 11.41 16.05 14.64 13.55 -0.56 -0.30 -0.63 -0.06 -22.75 -45.40 -47.75 -0.21 -0.20 -0.02 11.52 30.09 23.87
1.70
-8.05
2.51
-31.24
-4.60
18.15
14.12
-1.61
EPHE
Philippines
2.87
-2.86
10.26
-3.16
1.97
1.40
-1.70
 16.85 20.84 20.24 19.37 -0.19 0.09 0.07 -0.09 -19.26 -32.20 -41.45 0.10 0.04 -0.04 9.00 15.89 22.32
5.72
-1.41
1.26
-15.86
-2.22
-3.94
8.50
-17.50
USO
WTI Crude Oil
-5.97
11.45
-0.51
0.67
0.78
19.60
-5.16
 25.73 23.23 27.94 38.06 0.03 0.03 0.70 -0.14 -21.40 -29.06 -84.96 0.04 0.67 -0.06 9.30 13.37 43.87
-0.94
13.35
-4.94
28.97
64.68
-67.79
32.61
-19.57
UNG
Natural Gas
-5.59
-18.33
-36.92
-4.04
-53.38
-25.67
-24.14
 53.34 53.22 62.72 53.14 -0.08 -1.00 -0.41 -0.45 -89.96 -89.96 -93.75 -0.59 -0.29 -0.26 79.06 62.96 67.76
-23.68
-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

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