Investment Theme Returns

Returns as of 30 April 2026
Currency: USD

The best performing in the last 10 Years is Information Technology, that granted a +23.79% annualized return.

The worst is Natural Gas, with a -20.92% 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 30 April 2026

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

INVESTMENT THEMES - USD CURRENCY
Return - Risk - Drawdown
Last Update as of 30 April 2026
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Apr 2026. Inflation (annualized) is 1Y: 3.77% , 3Y: 3.14% , 5Y: 4.50% , 10Y: 3.36%
Returns over 1 year are annualized. Last update: 30 April 2026.
Risk is represented as the annualized Standard Deviation of monthly returns.
High values of Standard Deviation mean high fluctuations in prices.
Last update: 30 April 2026.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Assets usually grant less severe drawdowns.
Last update: 30 April 2026.
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Apr 2026. 2026: 1.96%, 2025: 2.65%, 2024: 2.90%, 2023: 3.32%
Last update: 30 April 2026.
Swipe left to see all data
Return (%) - Apr 30, 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
20.02
10.99
6.39
52.79
29.25
18.86
23.79
 24.29 20.18 22.28 19.88 2.17 1.45 0.85 1.20 -11.36 -31.22 -31.22 2.58 0.60 0.76 4.23 10.84 8.31
10.92
24.61
21.63
56.02
-27.73
34.83
43.62
49.86
QQQ
US Technology
15.69
7.51
6.42
41.12
28.20
15.28
21.09
 18.75 16.63 20.35 18.64 2.19 1.70 0.75 1.13 -10.08 -32.58 -32.58 2.80 0.47 0.65 3.33 12.50 9.35
8.83
20.77
25.58
54.86
-32.58
27.42
48.40
38.96
EWT
Taiwan
26.73
32.06
41.05
98.00
35.49
15.47
19.13
 28.03 21.87 23.79 20.74 3.50 1.62 0.65 0.92 -9.58 -37.46 -37.46 3.71 0.41 0.51 3.41 13.48 10.47
41.48
28.38
12.45
29.00
-28.84
28.94
31.50
33.33
VUG
US Large Cap Growth
14.25
3.74
0.25
32.49
26.22
13.29
17.78
 18.80 16.93 20.20 18.21 1.73 1.55 0.66 0.98 -12.25 -33.15 -33.15 2.14 0.40 0.54 3.99 13.51 10.03
2.40
19.40
32.69
46.83
-33.15
27.34
40.22
37.03
ARGT
Argentina
-2.37
-7.22
-2.74
7.21
34.13
26.58
17.11
 40.38 35.10 33.29 33.06 0.18 0.97 0.80 0.52 -22.62 -30.81 -55.87 1.51 0.86 0.31 6.71 9.62 19.04
-0.33
11.51
63.46
53.64
10.36
3.83
14.57
14.50
SPY
US Large Cap Blend
10.51
4.14
5.97
31.08
21.54
13.02
15.16
 12.86 12.94 15.62 15.20 2.42 1.66 0.83 1.00 -8.33 -23.93 -23.93 2.59 0.54 0.63 2.73 7.88 6.35
5.68
17.72
24.89
26.18
-18.17
28.74
18.37
31.22
BNO
Brent Oil
12.54
77.63
97.94
126.60
29.52
28.11
14.97
 48.65 35.94 32.78 37.09 2.60 0.82 0.86 0.40 -19.66 -28.14 -69.90 1.50 1.00 0.21 7.80 12.53 21.70
106.67
-5.44
9.67
-3.43
35.25
62.34
-38.23
36.01
VTI
US Total Stock Market
10.40
4.32
6.22
31.36
21.36
11.85
14.73
 12.73 13.42 15.86 15.66 2.46 1.59 0.75 0.94 -9.11 -24.81 -24.81 2.35 0.48 0.59 2.99 8.63 6.88
5.97
17.10
23.81
26.05
-19.51
25.67
21.03
30.67
SLV
Silver
-2.17
-11.64
51.47
125.20
42.58
22.66
14.65
 39.43 31.28 29.88 29.61 3.18 1.36 0.76 0.49 -21.57 -35.98 -36.79 1.97 0.63 0.40 6.89 15.35 17.47
3.48
144.66
20.89
-1.09
2.37
-12.45
47.30
14.88
GREK
Greece
9.52
-5.15
14.79
46.41
35.43
22.83
14.20
 21.48 20.08 21.42 25.85 2.16 1.76 1.07 0.55 -14.95 -25.28 -47.13 2.37 0.90 0.30 4.97 7.22 17.19
6.13
76.11
9.54
42.69
0.98
6.16
-14.48
50.20
XT
Exponential Techonologies
12.27
5.71
9.56
42.68
18.04
6.71
14.05
 15.21 17.15 19.07 17.51 2.81 1.05 0.35 0.80 -16.15 -32.25 -32.25 1.12 0.21 0.44 4.24 13.86 10.20
9.71
26.28
0.29
27.03
-27.82
16.43
35.09
30.73
EWY
South Korea
30.69
31.33
69.45
192.53
41.72
14.54
14.03
 48.45 36.92 34.15 28.37 3.97 1.13 0.43 0.49 -22.36 -48.08 -48.08 1.87 0.30 0.29 9.31 26.79 22.18
65.36
95.33
-20.48
19.05
-26.60
-7.56
39.44
7.95
XLI
Industrials
7.95
5.82
13.29
34.84
22.22
13.07
13.99
 15.89 16.68 18.15 18.73 2.19 1.33 0.72 0.75 -10.56 -20.74 -27.13 2.10 0.63 0.52 3.78 5.68 6.34
12.86
19.35
17.31
18.13
-5.58
21.09
10.96
29.09
EPU
Peru
-1.66
-8.35
26.95
83.18
42.45
25.22
13.29
 29.07 24.06 25.62 24.30 2.86 1.76 0.98 0.55 -15.42 -31.60 -45.01 2.75 0.80 0.30 5.38 12.17 17.08
9.70
86.88
21.72
25.34
2.13
-11.83
-4.31
7.31
HACK
Cyber Security
5.54
2.59
-9.48
6.37
21.02
6.94
13.28
 15.80 15.74 17.92 18.62 0.40 1.34 0.39 0.71 -16.43 -33.99 -33.99 1.28 0.20 0.39 5.32 16.11 11.97
-1.39
7.89
23.49
37.44
-28.15
7.00
41.33
23.39
GLD
Gold
-1.54
-4.78
15.09
39.47
31.86
20.66
13.11
 21.29 16.25 15.93 14.85 1.85 1.96 1.30 0.88 -12.42 -15.91 -18.08 2.56 1.30 0.72 3.22 5.13 6.56
6.90
63.68
26.66
12.69
-0.77
-4.15
24.81
17.86
EWO
Austria
10.10
3.89
24.10
52.43
29.32
16.17
13.04
 15.58 16.07 20.73 22.56 3.36 1.82 0.78 0.58 -9.40 -37.60 -47.58 3.12 0.43 0.27 3.55 12.48 16.95
10.04
74.20
4.06
20.63
-21.92
31.54
-3.68
17.07
XLY
Consumer Discretionary
8.60
-2.13
-0.95
20.94
17.94
6.62
12.76
 14.60 18.49 22.26 20.22 1.43 0.97 0.30 0.63 -14.80 -36.27 -36.27 1.21 0.18 0.35 5.17 15.34 11.34
-0.69
7.37
26.51
39.64
-36.27
27.93
29.63
28.39
XLF
Financials
5.59
-1.95
0.40
8.56
18.16
9.42
12.75
 10.83 14.73 17.63 19.26 0.79 1.23 0.53 0.66 -9.40 -23.13 -31.75 1.93 0.41 0.40 3.26 8.61 9.35
-4.33
14.90
30.56
12.03
-10.60
34.82
-1.68
31.87
VT
World All Countries
9.31
4.20
8.66
32.10
19.81
10.57
12.40
 12.25 12.32 14.80 14.70 2.62 1.61 0.71 0.84 -9.69 -25.52 -25.52 2.04 0.41 0.49 2.58 8.31 6.93
7.44
22.43
16.49
22.03
-18.01
18.27
16.61
26.82
EWI
Italy
8.12
3.36
12.94
34.69
26.59
16.89
12.29
 13.27 16.01 19.66 21.60 2.62 1.66 0.86 0.57 -10.75 -32.87 -33.30 2.47 0.51 0.37 3.45 9.22 11.61
6.31
55.72
10.23
30.64
-14.10
14.41
1.67
26.97
VTV
US Large Cap Value
5.39
4.09
12.51
26.87
16.44
11.39
12.27
 9.20 12.11 13.92 14.60 2.92 1.36 0.82 0.84 -8.08 -15.33 -25.07 2.04 0.74 0.49 2.88 3.87 5.25
8.87
15.27
15.95
9.32
-2.07
26.51
2.26
25.65
EWN
Netherlands
9.04
0.71
10.72
35.06
17.44
7.99
12.22
 19.51 18.06 22.00 19.58 1.80 0.97 0.36 0.62 -16.18 -41.29 -41.29 1.08 0.19 0.30 5.68 15.72 12.15
9.96
34.87
1.67
22.09
-24.41
22.74
23.22
32.46
CWB
US Convertible Bonds
10.53
8.57
9.36
32.59
17.44
5.51
12.13
 12.24 11.75 12.81 13.77 2.66 1.48 0.43 0.88 -9.38 -26.54 -26.54 1.86 0.21 0.46 2.71 13.63 9.93
13.68
16.61
10.06
14.49
-20.81
2.17
53.39
22.39
EIS
Israel
12.69
9.89
28.91
69.56
36.26
15.49
12.04
 17.70 20.77 20.72 19.70 3.93 1.75 0.75 0.61 -18.43 -38.63 -38.63 1.97 0.40 0.31 3.99 16.52 12.53
18.84
45.11
34.50
5.46
-27.03
22.84
12.01
20.94
IJK
US Mid Cap Growth
8.04
8.06
13.48
31.88
16.15
6.85
11.31
 11.81 16.63 18.49 17.96 2.70 0.97 0.37 0.63 -15.69 -25.49 -25.49 1.03 0.27 0.44 5.60 10.42 8.44
12.32
7.28
15.68
17.41
-19.03
18.68
22.44
25.96
IJH
US Mid Cap Blend
7.76
6.22
12.89
29.63
15.18
7.55
11.23
 11.15 16.44 18.01 18.50 2.66 0.92 0.42 0.61 -14.99 -21.57 -29.70 1.01 0.35 0.38 5.41 7.69 7.35
10.52
7.42
13.92
16.40
-13.10
24.71
13.58
26.10
IJT
US Small Cap Growth
11.60
9.39
16.17
34.71
15.98
5.36
11.04
 14.12 19.01 19.77 20.08 2.46 0.84 0.27 0.55 -18.75 -26.22 -32.91 0.85 0.20 0.34 6.94 12.33 11.29
14.58
5.26
9.33
17.11
-21.32
22.37
19.22
20.99
EWC
Canada
6.95
8.00
16.52
40.21
20.98
12.76
11.03
 11.89 14.33 16.52 17.10 3.38 1.46 0.77 0.65 -12.03 -22.93 -26.90 1.74 0.56 0.41 3.21 8.00 7.39
8.66
35.92
12.38
14.73
-12.95
27.00
5.52
27.56
IJR
US Small Cap Blend
10.29
8.10
17.11
38.80
15.24
6.06
10.81
 12.86 19.38 19.84 20.70 3.02 0.79 0.31 0.52 -19.88 -23.11 -36.12 0.77 0.26 0.30 7.32 9.83 10.52
14.26
5.89
8.63
16.06
-16.19
26.60
11.28
22.82
VOE
US Mid Cap Value
5.65
5.90
14.18
27.72
15.57
9.07
10.74
 9.56 14.41 16.12 17.17 2.90 1.08 0.56 0.63 -11.64 -17.81 -31.25 1.34 0.51 0.34 4.32 5.60 6.76
10.37
12.08
14.00
9.86
-7.95
28.76
2.59
27.84
EWP
Spain
4.35
0.68
14.53
43.12
29.68
18.03
10.55
 10.55 16.95 19.15 20.82 4.09 1.75 0.94 0.51 -9.76 -32.46 -38.72 3.04 0.56 0.27 3.44 9.96 14.91
5.12
78.03
5.70
30.26
-5.16
0.27
-3.95
11.91
ICLN
Global Clean Energy
13.56
14.44
20.99
79.73
5.26
-0.86
10.45
 17.91 25.01 26.91 26.74 4.45 0.21 -0.03 0.39 -38.76 -53.99 -60.77 0.14 -0.02 0.17 22.75 32.79 30.06
26.42
47.05
-25.72
-20.40
-5.41
-24.19
141.80
44.35
XLB
Materials
3.00
4.93
21.32
25.11
10.67
6.49
10.33
 15.23 17.34 19.52 18.46 1.65 0.62 0.33 0.56 -12.24 -23.73 -26.15 0.87 0.27 0.40 5.79 8.00 7.64
14.00
9.94
0.15
12.45
-12.31
27.45
20.52
24.13
XLE
Energy
-2.63
17.61
37.41
52.96
15.62
23.76
10.26
 17.14 19.69 25.51 29.56 3.09 0.79 0.93 0.35 -14.36 -17.12 -58.14 1.09 1.39 0.18 5.42 6.08 18.33
34.29
7.88
5.56
-0.63
64.17
53.31
-32.51
11.73
EPOL
Poland
5.41
2.10
17.69
36.92
35.55
18.14
10.25
 12.56 21.66 28.22 27.35 2.94 1.64 0.64 0.37 -18.87 -52.77 -60.36 1.88 0.34 0.17 4.96 17.97 24.95
9.07
77.34
-2.62
50.70
-24.62
12.22
-8.37
-6.14
XLU
Utilities
2.09
9.08
6.69
22.14
14.20
10.15
10.19
 13.36 15.03 16.42 15.28 1.66 0.94 0.62 0.67 -13.18 -17.63 -18.82 1.08 0.58 0.54 4.88 6.44 6.59
10.51
16.02
23.31
-7.17
1.42
16.81
0.57
25.91
XLC
Communication Services
5.10
-2.66
2.13
23.59
26.20
9.45
10.18
 13.81 13.03 18.27 17.69 1.71 2.01 0.52 0.58 -7.38 -43.46 -43.46 3.55 0.22 0.23 2.50 18.96 14.52
-0.71
23.08
34.71
52.82
-37.63
15.96
26.91
31.05
CGW
Global Water
1.78
-0.64
3.74
12.22
11.39
6.35
10.17
 10.31 15.04 18.30 16.18 1.19 0.76 0.35 0.63 -14.17 -32.28 -32.28 0.80 0.20 0.32 4.61 12.72 9.69
3.29
18.10
4.55
15.50
-21.99
31.71
15.42
34.04
IJS
US Small Cap Value
9.15
6.95
18.08
43.01
14.15
6.46
10.08
 12.22 20.20 20.65 22.06 3.52 0.70 0.31 0.46 -20.98 -20.98 -40.32 0.67 0.31 0.25 7.83 8.34 10.85
13.89
6.54
7.33
14.68
-11.33
30.53
2.63
24.12
DBC
Commodities
7.43
27.30
40.50
56.28
14.67
14.82
9.70
 15.48 14.71 15.70 16.37 3.64 1.00 0.94 0.59 -8.92 -22.97 -37.77 1.64 0.65 0.26 4.14 13.25 13.68
39.09
8.10
2.18
-6.19
19.34
41.36
-7.84
11.84
EWL
Switzerland
4.35
-0.28
10.86
16.09
10.71
7.94
9.48
 14.50 15.18 16.84 14.57 1.11 0.71 0.47 0.65 -13.04 -27.53 -27.53 0.82 0.29 0.34 4.66 9.84 7.75
2.35
32.92
-2.81
17.70
-18.86
20.19
11.79
31.58
XLV
Healthcare
-0.42
-5.27
2.06
5.78
4.75
5.38
9.44
 15.93 13.84 14.68 14.43 0.36 0.34 0.37 0.65 -15.62 -15.62 -15.62 0.30 0.34 0.60 6.42 6.36 5.43
-5.30
14.50
2.47
2.06
-2.09
25.59
13.34
20.45
CPER
Copper
6.10
0.27
15.86
28.00
15.27
5.90
9.27
 20.83 20.02 20.61 20.56 1.34 0.76 0.29 0.45 -13.24 -29.46 -34.19 1.15 0.20 0.27 5.55 13.17 13.67
4.49
38.95
4.23
4.55
-15.14
25.22
23.89
6.69
EWQ
France
4.50
-0.04
2.89
13.54
7.68
7.48
9.14
 12.86 14.90 18.21 18.54 1.05 0.52 0.41 0.49 -12.01 -29.04 -29.04 0.64 0.26 0.31 4.80 8.21 8.50
0.76
28.90
-5.63
21.72
-11.99
21.47
2.85
26.67
EWD
Sweden
6.12
-1.09
9.07
22.66
14.40
5.56
9.11
 16.59 19.83 22.72 20.54 1.37 0.73 0.24 0.44 -15.45 -40.26 -40.26 0.93 0.14 0.23 5.77 16.65 13.07
5.02
36.54
-3.91
25.07
-27.79
22.86
22.26
21.74
EWJ
Japan
5.52
3.94
10.77
30.45
18.28
8.33
9.09
 14.90 12.45 14.73 13.71 2.04 1.47 0.57 0.66 -8.59 -28.85 -28.85 2.13 0.29 0.32 3.00 10.41 8.97
10.35
25.84
7.03
20.32
-17.72
1.17
15.41
19.33
NORW
Norway
0.94
18.31
35.98
49.03
22.05
9.08
9.02
 14.60 16.82 20.42 21.47 3.36 1.31 0.44 0.42 -9.47 -30.84 -43.74 2.33 0.29 0.21 3.63 13.68 14.33
28.40
32.60
-2.50
4.97
-14.12
18.11
1.22
12.52
EFA
EAFE Stocks
5.34
1.57
10.25
25.05
15.26
8.89
8.99
 12.52 12.68 15.47 14.89 2.00 1.20 0.57 0.60 -10.13 -27.58 -27.58 1.51 0.32 0.33 3.42 8.06 7.79
6.55
31.55
3.49
18.38
-14.35
11.46
7.59
22.03
EEM
Emerging Markets
12.68
8.27
17.37
49.76
20.76
5.91
8.80
 18.35 15.32 17.33 17.00 2.71 1.35 0.34 0.52 -12.51 -36.52 -36.52 1.66 0.16 0.24 4.15 18.56 15.52
16.96
33.98
6.49
8.95
-20.56
-3.61
17.03
18.20
IGF
Global Infrastructure
2.28
6.40
14.17
25.58
15.61
11.26
8.75
 9.97 12.70 14.29 15.12 2.57 1.23 0.79 0.58 -12.72 -17.00 -29.59 1.23 0.66 0.30 3.51 4.83 7.17
11.69
21.31
14.81
6.13
-1.23
11.58
-6.50
25.81
PALL
Palladium
2.84
-9.96
5.22
61.09
-0.10
-12.79
8.70
 30.36 29.37 31.79 30.71 2.01 0.00 -0.40 0.28 -39.90 -69.59 -69.59 0.00 -0.18 0.13 27.81 51.80 37.29
-4.70
74.07
-17.38
-38.77
-6.28
-23.26
25.26
53.94
EDEN
Denmark
4.97
-9.88
2.53
5.53
1.88
2.87
8.52
 19.72 16.62 19.44 17.67 0.28 0.11 0.15 0.48 -19.94 -34.38 -34.38 0.09 0.08 0.25 10.63 12.62 10.11
-4.00
10.59
-3.94
17.99
-11.44
14.80
42.55
24.37
EWZ
Brazil
3.41
7.18
31.83
54.80
19.29
10.70
8.46
 21.67 23.87 26.58 31.38 2.53 0.81 0.40 0.27 -30.41 -30.41 -50.35 0.63 0.35 0.17 12.84 14.51 19.86
24.96
48.81
-30.41
32.60
12.35
-17.27
-20.33
27.65
EWA
Australia
6.23
6.27
12.04
23.44
12.35
6.98
8.39
 15.40 16.64 20.01 18.86 1.52 0.74 0.35 0.44 -12.08 -23.37 -31.36 1.02 0.30 0.27 4.98 7.92 7.83
12.60
13.35
1.60
13.83
-5.86
8.95
8.26
22.41
EIRL
Ireland
7.30
-1.98
9.34
23.31
11.74
6.78
7.96
 14.53 16.80 21.14 20.45 1.60 0.70 0.32 0.39 -14.54 -39.15 -39.15 0.81 0.17 0.20 6.55 13.60 12.49
0.52
28.82
-1.63
35.12
-18.81
13.72
9.62
28.14
EWU
United Kingdom
3.49
2.14
12.63
28.73
16.19
12.06
7.89
 10.68 11.75 14.30 15.48 2.69 1.38 0.84 0.51 -8.41 -21.24 -29.97 1.93 0.57 0.26 3.04 4.96 8.69
7.21
34.95
6.74
12.40
-4.38
18.22
-11.80
21.25
XLP
Consumer Staples
2.84
1.53
12.04
5.88
5.71
6.68
7.73
 15.17 12.67 13.40 13.09 0.39 0.45 0.50 0.59 -11.15 -12.86 -13.63 0.51 0.52 0.57 4.24 4.14 4.52
9.15
1.52
12.20
-0.82
-0.83
17.20
10.15
27.43
KSA
Saudi Arabia
-1.64
-1.91
-1.76
-0.42
1.22
3.18
7.48
 18.76 14.95 17.41 17.95 -0.02 0.08 0.18 0.42 -12.80 -27.10 -30.48 0.10 0.12 0.25 6.48 14.46 12.57
7.39
-8.20
-0.19
15.04
-6.07
33.56
2.63
9.30
EWG
Germany
6.53
-1.97
3.76
8.79
15.42
6.68
7.48
 15.24 16.30 20.26 19.67 0.58 0.95 0.33 0.38 -14.12 -41.66 -41.66 1.09 0.16 0.18 4.16 14.73 14.11
-0.56
35.78
9.79
23.36
-22.20
5.84
10.57
19.15
INDA
India
5.51
-4.48
-8.43
-7.75
6.64
5.31
7.44
 14.49 13.32 14.03 17.37 -0.53 0.50 0.38 0.43 -19.39 -19.39 -34.00 0.34 0.27 0.22 7.62 7.78 8.66
-8.57
2.68
8.63
17.16
-8.94
21.41
14.83
6.49
EWS
Singapore
2.69
2.73
4.38
24.27
19.28
8.92
7.38
 8.02 12.76 14.34 16.62 3.03 1.51 0.62 0.44 -12.66 -24.34 -32.07 1.52 0.37 0.23 4.27 10.50 12.35
5.34
31.35
22.10
6.17
-9.79
5.56
-8.49
14.53
EZA
South Africa
0.62
-6.80
12.83
47.03
23.10
11.44
7.19
 25.58 24.29 24.62 25.43 1.84 0.95 0.46 0.28 -16.91 -33.64 -53.99 1.37 0.34 0.13 8.23 16.47 20.99
-0.84
75.20
7.16
1.49
-5.13
7.92
-5.19
9.62
XLRE
Real Estate
8.74
7.89
10.48
11.24
9.26
4.01
7.07
 12.95 17.03 19.31 17.08 0.87 0.54 0.21 0.41 -12.64 -32.25 -32.25 0.73 0.12 0.22 4.96 16.20 12.22
10.78
2.63
5.09
12.36
-26.25
45.26
-2.11
28.69
EWK
Belgium
5.39
-1.76
10.36
23.63
12.80
6.27
6.29
 13.65 15.32 16.49 17.57 1.73 0.84 0.38 0.36 -11.69 -32.34 -32.96 1.10 0.19 0.19 4.81 11.42 12.59
5.43
35.34
0.19
7.45
-13.93
12.87
0.00
25.92
EWW
Mexico
1.61
1.76
17.10
39.22
11.49
14.47
6.26
 15.99 20.33 21.99 24.05 2.45 0.57 0.66 0.26 -29.73 -29.73 -46.59 0.39 0.49 0.13 13.45 11.57 16.62
10.26
53.64
-28.22
40.32
1.26
20.31
-3.05
12.64
VNQ
US REITs
8.60
7.22
10.17
13.39
9.29
3.29
5.75
 12.86 17.01 19.04 17.68 1.04 0.55 0.17 0.33 -13.64 -32.77 -32.77 0.68 0.10 0.18 5.21 16.56 13.08
10.02
3.25
4.81
11.81
-26.24
40.52
-4.68
28.87
PPLT
Platinum
0.88
-7.81
25.26
103.19
21.84
9.92
5.66
 38.48 29.33 26.24 24.21 2.68 0.74 0.38 0.23 -18.58 -30.16 -38.34 1.18 0.33 0.15 10.71 18.62 20.23
-3.56
124.48
-8.90
-8.18
10.43
-10.75
10.78
20.85
EWH
Hong Kong
2.73
1.45
13.66
42.76
9.27
1.00
5.43
 13.52 19.01 21.39 19.31 3.16 0.49 0.05 0.28 -22.22 -40.35 -40.35 0.42 0.02 0.13 12.07 24.63 18.48
11.62
34.50
0.01
-13.86
-6.82
-3.48
4.19
10.71
UAE
United Arab Emirates
3.11
-6.15
-1.33
12.35
11.81
11.62
5.22
 19.68 16.01 17.36 17.68 0.63 0.74 0.67 0.30 -12.65 -23.62 -42.37 0.93 0.49 0.12 4.52 12.63 14.69
0.58
21.34
15.26
2.90
-5.31
44.10
-7.26
1.58
USO
WTI Crude Oil
15.59
84.97
102.72
131.42
29.65
27.73
4.99
 54.45 39.48 35.07 41.11 2.41 0.75 0.79 0.12 -21.40 -29.06 -84.60 1.39 0.95 0.06 9.05 13.83 41.30
112.68
-8.46
13.35
-4.94
28.97
64.68
-67.79
32.61
EMQQ
Emerging Markets E-Commerce
3.54
-13.34
-21.44
-7.43
6.39
-10.86
4.98
 18.55 20.72 27.73 25.84 -0.40 0.31 -0.39 0.19 -26.57 -64.20 -67.75 0.24 -0.17 0.07 9.36 43.60 36.25
-15.14
20.66
13.79
3.63
-30.70
-32.53
80.46
33.86
HYG
US High Yield Bonds
1.52
0.55
2.42
8.39
8.37
3.73
4.92
 2.72 4.65 7.61 7.31 3.09 1.80 0.49 0.67 -2.64 -15.25 -15.25 3.17 0.24 0.32 0.69 5.48 4.18
1.16
8.59
7.97
11.01
-10.99
3.75
4.48
14.09
GXG
Colombia
-2.45
-8.03
15.20
53.00
34.18
13.56
4.21
 21.02 21.05 24.36 27.00 2.52 1.62 0.56 0.16 -13.10 -41.89 -49.79 2.61 0.32 0.08 5.66 21.40 26.13
8.28
68.88
4.68
24.92
-25.06
-11.48
-16.32
30.40
ECH
Chile
5.03
-7.69
18.66
37.53
17.51
10.04
4.10
 21.06 20.53 25.48 26.41 1.78 0.85 0.39 0.16 -21.77 -24.26 -59.61 0.80 0.41 0.07 9.87 11.12 34.24
3.37
65.41
-8.67
8.97
25.17
-20.02
-7.11
-17.79
VNM
Vietnam
8.84
-1.21
8.31
56.41
17.87
1.37
3.97
 25.61 24.81 25.08 23.20 2.20 0.72 0.05 0.17 -23.75 -46.50 -46.50 0.75 0.03 0.09 11.15 30.11 24.41
-1.26
66.55
-11.15
15.02
-43.75
22.05
9.84
9.13
ENZL
New Zealand
4.62
-4.94
-1.53
7.08
-1.28
-4.98
3.58
 13.20 15.74 18.22 17.88 0.54 -0.08 -0.27 0.20 -16.72 -33.90 -37.29 -0.08 -0.15 0.10 7.40 21.30 18.21
-1.44
2.46
-4.87
2.97
-16.17
-11.38
20.04
30.10
QAT
Qatar
0.97
-4.72
-1.52
6.34
5.30
3.22
3.52
 9.80 12.17 13.27 15.75 0.65 0.44 0.24 0.22 -14.35 -27.26 -28.55 0.37 0.12 0.12 5.16 13.89 12.09
-0.20
8.82
5.20
2.71
-7.23
14.42
6.85
-0.33
FXI
China
2.48
-7.12
-6.35
11.38
11.82
-2.29
3.39
 13.30 21.03 28.40 23.47 0.86 0.56 -0.08 0.14 -26.63 -54.06 -56.74 0.44 -0.04 0.06 10.31 29.69 25.37
-3.92
28.95
28.98
-12.42
-20.67
-20.05
8.93
14.87
PFF
US Preferred Stocks
4.22
0.37
3.28
10.39
6.47
1.43
3.33
 6.40 8.61 10.99 10.14 1.62 0.75 0.13 0.33 -7.03 -20.63 -20.63 0.92 0.07 0.16 2.37 9.84 7.37
2.74
4.87
7.24
8.62
-18.80
7.13
7.44
15.92
EMB
Emerg. Market Bonds
2.49
0.52
1.65
12.11
9.14
1.87
3.27
 5.37 7.39 10.20 10.10 2.25 1.24 0.18 0.32 -6.24 -26.75 -26.75 1.46 0.07 0.12 1.73 12.55 9.34
0.83
13.86
5.54
10.23
-18.64
-2.24
5.42
15.48
THD
Thailand
1.92
11.95
18.06
33.73
3.22
0.39
3.22
 23.53 21.10 20.13 20.58 1.43 0.15 0.02 0.16 -24.56 -31.08 -39.98 0.13 0.01 0.08 13.71 16.79 20.10
18.50
2.36
-2.21
-12.63
1.22
1.85
-9.87
8.33
EMIF
Emerging Markets Infrastructure
1.35
-0.49
12.99
34.62
13.90
7.28
2.75
 14.28 13.90 16.05 17.79 2.42 1.00 0.45 0.15 -14.23 -22.13 -39.25 0.98 0.33 0.07 4.83 8.38 20.42
7.59
33.90
1.21
5.68
-12.57
3.72
-19.97
16.32
LQD
US Invest. Grade Bonds
0.28
-0.44
0.09
5.45
4.15
0.06
2.52
 3.80 7.75 9.63 8.24 1.44 0.54 0.01 0.31 -7.89 -22.99 -23.27 0.53 0.00 0.11 2.29 11.89 8.83
-0.10
7.90
0.86
9.41
-17.93
-1.85
10.97
17.37
EWM
Malaysia
3.38
0.65
15.43
26.09
14.49
5.23
2.52
 11.25 13.87 15.30 14.62 2.32 1.04 0.34 0.17 -13.09 -21.04 -33.72 1.11 0.25 0.07 5.62 9.99 17.94
7.35
15.74
19.46
-3.61
-5.98
-7.41
3.17
-1.42
TIP
US TIPS
1.09
0.98
1.09
3.81
3.16
0.93
2.43
 2.88 4.33 6.20 5.11 1.32 0.73 0.15 0.48 -5.35 -14.76 -14.76 0.59 0.06 0.16 1.67 8.04 5.76
1.50
6.76
1.65
3.27
-13.10
5.67
10.84
8.35
BIL
US Cash
0.29
0.85
1.78
3.94
4.67
3.34
2.15
 0.12 0.20 0.58 0.56 33.66 22.83 5.73 3.82 0.00 -0.10 -0.16 467.26 33.94 13.02 0.00 0.03 0.04
1.14
4.15
5.19
4.94
1.40
-0.10
0.40
2.03
TUR
Turkey
9.94
3.01
25.70
42.12
14.41
16.29
2.11
 23.58 25.93 30.34 32.76 1.79 0.56 0.54 0.06 -28.35 -28.35 -58.39 0.51 0.57 0.04 13.14 13.12 32.57
23.45
-1.54
12.91
-8.67
105.81
-27.48
-1.20
14.41
BNDX
International Bonds
0.23
-0.41
-0.59
1.30
3.84
0.28
1.78
 2.97 4.10 5.30 4.38 0.44 0.94 0.05 0.41 -2.14 -14.32 -14.88 1.79 0.02 0.12 0.80 7.37 5.62
0.11
2.87
3.56
8.78
-12.76
-2.28
4.65
7.87
BND
US Total Bond Market
0.15
-0.01
0.50
3.98
3.44
0.12
1.63
 3.25 5.44 6.34 5.19 1.23 0.63 0.02 0.31 -6.03 -16.55 -17.28 0.57 0.01 0.09 1.77 8.86 6.85
0.20
7.08
1.38
5.41
-13.11
-1.86
7.71
8.83
TLT
US Long Term Treasuries
-0.84
-0.63
-3.05
0.04
-3.16
-6.21
-1.39
 8.98 13.76 14.53 13.61 0.00 -0.23 -0.43 -0.10 -20.16 -42.19 -47.75 -0.16 -0.15 -0.03 9.23 29.16 25.93
-0.67
4.25
-8.05
2.51
-31.24
-4.60
18.15
14.12
EIDO
Indonesia
-5.45
-15.41
-17.53
-10.58
-12.24
-4.30
-2.01
 17.80 18.10 16.74 21.20 -0.59 -0.68 -0.26 -0.10 -32.40 -32.40 -48.60 -0.38 -0.13 -0.04 17.06 13.61 20.02
-20.16
4.90
-13.01
2.57
-0.15
-0.60
-7.14
5.30
EPHE
Philippines
-2.54
-6.82
-0.63
-8.20
-1.55
-1.73
-2.46
 16.77 18.14 20.19 19.44 -0.49 -0.09 -0.09 -0.13 -19.26 -32.20 -41.45 -0.08 -0.05 -0.06 9.51 16.79 23.47
-2.89
1.56
-1.41
1.26
-15.86
-2.22
-3.94
8.50
UNG
Natural Gas
-9.63
-37.28
-20.00
-36.68
-27.69
-24.08
-20.92
 55.49 53.29 65.47 54.65 -0.66 -0.52 -0.37 -0.38 -64.67 -91.63 -92.91 -0.43 -0.26 -0.23 44.39 70.09 63.16
-13.54
-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: