Investment Theme Returns

Returns as of 31 July 2025
Currency: USD

The best performing in the last 10 Years is Information Technology, that granted a +21.41% annualized return.

The worst is Natural Gas, with a -23.90% 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 July 2025

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

INVESTMENT THEMES - USD CURRENCY
Return - Risk - Drawdown
Last Update as of 31 July 2025
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Jul 2025. Inflation (annualized) is 1Y: 2.77% , 3Y: 2.99% , 5Y: 4.51% , 10Y: 3.07%
Returns over 1 year are annualized. Last update: 31 July 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 July 2025.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Assets usually grant less severe drawdowns.
Last update: 31 July 2025.
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Jul 2025. 2025: 1.43%, 2024: 2.90%, 2023: 3.32%, 2022: 6.41%
Last update: 31 July 2025.
Swipe left to see all data
Return (%) - Jul 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
3.76
25.34
14.22
20.91
23.12
19.92
21.41
 17.01 20.65 21.46 19.34 1.23 1.12 0.93 1.11 -17.44 -31.22 -31.22 1.33 0.64 0.69 5.55 10.76 8.28
13.38
21.63
56.02
-27.73
34.83
43.62
49.86
-1.66
QQQ
US Technology
2.42
18.97
8.46
20.62
22.24
16.96
18.47
 14.39 18.44 20.33 18.72 1.43 1.21 0.83 0.99 -15.23 -32.58 -32.58 1.46 0.52 0.57 5.40 12.52 9.48
10.81
25.58
54.86
-32.58
27.42
48.40
38.96
-0.12
ARGT
Argentina
-2.38
-3.41
-4.28
46.25
45.36
26.97
17.45
 22.78 29.15 30.39 32.13 2.03 1.56 0.89 0.54 -18.99 -30.81 -55.87 2.39 0.88 0.31 4.98 9.25 18.98
0.13
63.46
53.64
10.36
3.83
14.57
14.50
-32.63
VUG
US Large Cap Growth
3.83
20.46
9.07
24.54
22.53
16.62
16.25
 15.48 18.39 20.11 18.13 1.59 1.22 0.83 0.90 -15.08 -33.15 -33.15 1.49 0.50 0.49 5.50 13.43 10.07
11.17
32.69
46.83
-33.15
27.34
40.22
37.03
-3.31
SPY
US Large Cap Blend
2.30
14.32
5.66
16.18
16.99
15.77
13.56
 11.96 14.94 16.04 15.41 1.35 1.14 0.98 0.88 -12.94 -23.93 -23.93 1.31 0.66 0.57 3.72 7.90 6.46
8.49
24.89
26.18
-18.17
28.74
18.37
31.22
-4.56
VTI
US Total Stock Market
2.29
14.30
4.80
15.53
16.38
15.11
12.97
 12.74 15.34 16.38 15.89 1.22 1.07 0.92 0.82 -12.61 -24.81 -24.81 1.30 0.61 0.52 3.86 8.64 7.03
7.98
23.81
26.05
-19.51
25.67
21.03
30.67
-5.21
XLI
Industrials
3.04
16.20
10.55
20.61
18.58
18.01
12.89
 15.79 18.47 19.19 18.75 1.31 1.01 0.94 0.69 -12.97 -20.74 -27.13 1.43 0.87 0.48 4.20 5.61 6.41
16.08
17.31
18.13
-5.58
21.09
10.96
29.09
-13.24
EWT
Taiwan
1.67
22.91
13.43
13.40
15.99
13.45
12.58
 15.37 22.38 20.60 19.20 0.87 0.71 0.65 0.66 -18.78 -37.46 -37.46 0.85 0.36 0.34 5.37 13.45 10.76
12.75
12.45
29.00
-28.84
28.94
31.50
33.33
-9.92
XLF
Financials
0.00
7.77
2.47
21.53
17.88
19.00
11.97
 15.07 18.14 19.59 19.71 1.43 0.99 0.97 0.61 -12.70 -23.13 -31.75 1.41 0.82 0.38 4.83 8.49 9.63
9.13
30.56
12.03
-10.60
34.82
-1.68
31.87
-13.04
XLY
Consumer Discretionary
1.89
12.49
-4.16
19.15
11.78
10.97
11.93
 19.99 21.29 22.54 20.34 0.96 0.55 0.49 0.59 -20.29 -36.27 -36.27 0.58 0.30 0.33 7.39 15.29 11.38
-0.82
26.51
39.64
-36.27
27.93
29.63
28.39
1.59
HACK
Cyber Security
-1.71
13.85
7.39
32.12
21.02
12.09
11.23
 14.96 16.89 19.52 19.66 2.15 1.24 0.62 0.57 -9.89 -33.99 -33.99 2.13 0.36 0.33 3.77 15.83 13.38
13.96
23.49
37.44
-28.15
7.00
41.33
23.39
6.61
GLD
Gold
-0.61
-0.27
17.17
33.73
22.68
10.32
11.19
 12.38 13.61 14.06 13.89 2.72 1.67 0.73 0.81 -7.43 -18.08 -18.08 3.05 0.57 0.62 2.51 6.97 6.45
25.12
26.66
12.69
-0.77
-4.15
24.81
17.86
-1.94
VTV
US Large Cap Value
0.17
6.93
1.33
7.76
11.27
14.16
10.52
 11.86 14.51 14.90 14.90 0.65 0.78 0.95 0.71 -10.27 -15.33 -25.07 1.10 0.92 0.42 3.58 3.87 5.38
5.76
15.95
9.32
-2.07
26.51
2.26
25.65
-5.44
XLC
Communication Services
-1.03
12.82
5.48
26.59
25.23
14.12
10.38
 13.20 17.56 19.05 17.70 2.01 1.44 0.74 0.59 -14.86 -43.46 -43.46 1.70 0.32 0.24 4.92 18.96 14.52
11.55
34.71
52.82
-37.63
15.96
26.91
31.05
-16.77
XLU
Utilities
4.91
9.33
11.55
21.16
8.33
10.29
10.33
 12.73 16.11 16.56 15.12 1.66 0.52 0.62 0.68 -17.63 -17.63 -18.82 0.47 0.58 0.55 7.88 6.44 6.57
14.78
23.31
-7.17
1.42
16.81
0.57
25.91
3.92
VT
World All Countries
1.10
11.97
8.18
15.29
14.84
12.81
10.07
 10.07 14.62 15.29 15.02 1.52 1.01 0.84 0.67 -13.20 -25.52 -25.52 1.12 0.50 0.39 3.63 8.30 7.23
11.49
16.49
22.03
-18.01
18.27
16.61
26.82
-9.76
GREK
Greece
4.26
24.04
48.48
49.20
40.09
28.51
10.05
 18.25 21.73 25.06 27.09 2.70 1.85 1.14 0.37 -14.95 -25.28 -47.13 2.68 1.13 0.21 4.87 7.26 19.67
58.35
9.54
42.69
0.98
6.16
-14.48
50.20
-31.24
CGW
Global Water
-0.58
5.48
12.55
6.81
10.19
11.15
10.02
 12.13 18.30 18.45 16.44 0.56 0.56 0.60 0.61 -16.12 -32.28 -32.28 0.63 0.35 0.31 5.44 12.67 9.74
14.65
4.55
15.50
-21.99
31.71
15.42
34.04
-10.42
CWB
US Convertible Bonds
2.84
10.07
6.78
17.80
9.98
7.81
9.92
 10.32 11.23 14.02 13.56 1.72 0.89 0.56 0.73 -9.38 -26.54 -26.54 1.06 0.29 0.37 3.02 13.64 9.98
10.04
10.06
14.49
-20.81
2.17
53.39
22.39
-1.96
EWO
Austria
0.00
14.82
36.69
37.70
23.73
20.22
9.84
 14.96 20.29 23.57 22.73 2.52 1.17 0.86 0.43 -16.48 -37.60 -47.58 1.44 0.54 0.21 4.81 12.52 17.06
44.38
4.06
20.63
-21.92
31.54
-3.68
17.07
-22.87
EPU
Peru
0.12
11.82
23.06
24.35
29.10
14.47
9.56
 11.93 19.61 23.45 24.59 2.04 1.48 0.62 0.39 -14.77 -31.60 -45.01 1.97 0.46 0.21 4.41 13.79 17.63
25.14
21.72
25.34
2.13
-11.83
-4.31
7.31
-12.16
IJH
US Mid Cap Blend
1.63
11.10
-1.93
3.12
9.54
12.74
9.36
 15.64 18.94 18.99 18.75 0.20 0.50 0.67 0.50 -14.99 -21.57 -29.70 0.64 0.59 0.32 6.06 7.65 7.55
1.75
13.92
16.40
-13.10
24.71
13.58
26.10
-11.18
IJK
US Mid Cap Growth
2.25
12.31
-1.04
2.07
10.07
10.32
9.01
 16.82 18.38 18.87 18.12 0.12 0.55 0.55 0.50 -15.69 -25.49 -25.49 0.64 0.40 0.35 6.03 10.38 8.67
2.63
15.68
17.41
-19.03
18.68
22.44
25.96
-10.52
SLV
Silver
1.55
12.57
16.87
26.26
21.23
8.03
9.00
 19.37 25.31 26.32 26.77 1.36 0.84 0.30 0.34 -12.72 -36.79 -36.79 1.67 0.22 0.24 5.84 16.26 17.34
26.55
20.89
-1.09
2.37
-12.45
47.30
14.88
-9.19
EWN
Netherlands
-5.95
6.34
12.08
6.00
12.59
10.43
8.88
 15.62 22.39 21.90 19.40 0.38 0.56 0.48 0.46 -19.66 -41.29 -41.29 0.64 0.25 0.22 7.01 15.69 12.48
16.76
1.67
22.09
-24.41
22.74
23.22
32.46
-15.36
XLB
Materials
-0.09
5.11
-0.22
-2.91
6.07
9.93
8.88
 14.04 19.10 19.51 19.26 -0.21 0.32 0.51 0.46 -12.47 -23.73 -26.15 0.49 0.42 0.34 6.09 7.79 7.79
5.30
0.15
12.45
-12.31
27.45
20.52
24.13
-14.87
VOE
US Mid Cap Value
1.75
8.06
2.05
7.29
8.85
13.17
8.74
 12.34 17.14 17.08 17.46 0.59 0.52 0.77 0.50 -12.14 -17.81 -31.25 0.73 0.74 0.28 5.36 5.57 6.93
4.67
14.00
9.86
-7.95
28.76
2.59
27.84
-12.45
EWC
Canada
-0.04
9.52
12.79
21.04
11.83
13.46
8.41
 11.74 16.64 17.42 17.44 1.79 0.71 0.77 0.48 -12.89 -22.93 -26.90 0.92 0.59 0.31 4.31 8.05 7.92
15.36
12.38
14.73
-12.95
27.00
5.52
27.56
-17.16
IJT
US Small Cap Growth
0.49
10.78
-4.53
-4.52
5.45
9.37
8.34
 19.22 20.53 20.81 20.12 -0.24 0.27 0.45 0.41 -18.75 -26.22 -32.91 0.29 0.36 0.25 7.57 12.26 11.42
-0.82
9.33
17.11
-21.32
22.37
19.22
20.99
-4.39
IJR
US Small Cap Blend
0.91
10.54
-6.26
-4.89
4.54
10.87
8.16
 18.37 21.74 21.29 20.80 -0.27 0.21 0.51 0.39 -19.88 -23.11 -36.12 0.23 0.47 0.23 8.03 9.77 10.62
-3.64
8.63
16.06
-16.19
26.60
11.28
22.82
-8.49
EWI
Italy
0.23
11.06
27.37
34.21
29.69
18.32
8.03
 12.64 19.91 22.50 22.14 2.71 1.49 0.81 0.36 -12.74 -32.87 -33.30 2.33 0.56 0.24 4.04 9.33 14.05
36.51
10.23
30.64
-14.10
14.41
1.67
26.97
-17.20
EDEN
Denmark
-8.55
-1.47
-0.62
-17.45
5.18
6.94
7.94
 16.81 19.88 19.37 17.25 -1.04 0.26 0.36 0.46 -20.69 -34.38 -34.38 0.25 0.20 0.23 9.35 11.57 9.50
-0.88
-3.94
17.99
-11.44
14.80
42.55
24.37
-14.42
XLP
Consumer Staples
-1.47
-1.84
2.24
5.07
5.06
7.71
7.54
 10.93 12.77 13.09 12.62 0.46 0.40 0.59 0.60 -11.15 -12.86 -13.63 0.45 0.60 0.55 4.15 3.92 4.40
2.73
12.20
-0.82
-0.83
17.20
10.15
27.43
-8.07
IJS
US Small Cap Value
1.38
10.33
-7.96
-5.57
3.18
12.03
7.49
 17.70 23.33 22.53 22.20 -0.31 0.14 0.53 0.34 -20.98 -20.98 -40.32 0.15 0.57 0.19 8.82 8.30 10.94
-6.39
7.33
14.68
-11.33
30.53
2.63
24.12
-12.84
EWQ
France
-2.01
4.52
11.04
12.22
12.61
11.92
7.43
 12.61 19.20 20.41 18.71 0.97 0.66 0.58 0.40 -16.17 -29.04 -29.04 0.78 0.41 0.26 5.46 8.20 9.08
19.55
-5.63
21.72
-11.99
21.47
2.85
26.67
-12.88
XLV
Healthcare
-3.23
-6.70
-10.42
-11.35
1.14
5.92
7.19
 13.77 13.75 14.17 14.62 -0.82 0.08 0.42 0.49 -15.62 -15.62 -15.62 0.07 0.38 0.46 6.35 5.89 5.82
-4.37
2.47
2.06
-2.09
25.59
13.34
20.45
6.28
IGF
Global Infrastructure
-0.20
6.53
12.94
21.93
10.28
11.80
6.94
 9.07 15.30 14.99 15.32 2.42 0.67 0.79 0.45 -13.56 -17.00 -29.59 0.76 0.69 0.23 4.48 4.86 7.43
14.93
14.81
6.13
-1.23
11.58
-6.50
25.81
-9.94
EIS
Israel
-3.23
17.88
14.57
49.75
14.33
12.15
6.74
 18.30 22.75 20.87 19.56 2.72 0.63 0.58 0.34 -28.60 -38.63 -38.63 0.50 0.31 0.17 11.14 16.56 13.33
19.89
34.50
5.46
-27.03
22.84
12.01
20.94
-4.83
INDA
India
-5.46
-1.74
3.24
-7.66
7.57
12.14
6.72
 13.95 12.94 14.20 17.92 -0.55 0.58 0.85 0.37 -17.23 -17.23 -34.00 0.44 0.70 0.20 6.25 6.44 9.03
0.00
8.63
17.16
-8.94
21.41
14.83
6.49
-6.69
EWL
Switzerland
-3.81
-0.27
8.36
6.54
8.83
7.54
6.67
 13.94 16.83 16.70 14.53 0.47 0.52 0.45 0.46 -13.89 -27.53 -27.53 0.64 0.27 0.24 5.32 9.78 8.74
16.87
-2.81
17.70
-18.86
20.19
11.79
31.58
-9.19
EWA
Australia
-1.14
7.09
7.35
7.37
8.44
9.76
6.63
 15.51 19.89 20.38 19.26 0.48 0.42 0.48 0.34 -15.00 -23.37 -31.36 0.56 0.42 0.21 6.92 7.88 8.30
10.72
1.60
13.83
-5.86
8.95
8.26
22.41
-12.02
EWD
Sweden
-4.11
2.79
9.73
10.76
11.35
8.70
6.59
 16.86 22.33 22.99 20.39 0.64 0.51 0.38 0.32 -19.88 -40.26 -40.26 0.57 0.22 0.16 7.00 16.59 13.42
20.16
-3.91
25.07
-27.79
22.86
22.26
21.74
-12.76
XLRE
Real Estate
-0.02
1.17
1.53
3.91
1.25
6.10
6.58
 13.20 19.41 19.27 17.29 0.30 0.06 0.32 0.38 -21.90 -32.25 -32.25 0.06 0.19 0.20 10.37 15.92 12.07
3.40
5.09
12.36
-26.25
45.26
-2.11
28.69
-2.37
XLE
Energy
2.83
9.22
1.10
-3.35
7.32
24.25
6.57
 20.61 22.94 29.53 29.82 -0.16 0.32 0.82 0.22 -14.36 -18.93 -58.14 0.51 1.28 0.11 6.18 6.77 18.51
3.44
5.56
-0.63
64.17
53.31
-32.51
11.73
-18.21
EMQQ
Emerging Markets E-Commerce
-2.04
7.03
12.20
27.00
11.05
-3.96
6.45
 18.10 30.01 28.13 26.82 1.49 0.37 -0.14 0.24 -27.08 -67.75 -67.75 0.41 -0.06 0.10 9.36 46.07 34.51
18.39
13.79
3.63
-30.70
-32.53
80.46
33.86
-29.82
EWG
Germany
-2.74
5.94
20.80
34.47
23.16
10.80
6.37
 13.37 20.71 21.49 20.16 2.58 1.12 0.50 0.32 -16.29 -41.66 -41.66 1.42 0.26 0.15 4.85 14.74 14.46
31.47
9.79
23.36
-22.20
5.84
10.57
19.15
-21.37
EIRL
Ireland
-2.19
8.40
11.70
-2.72
17.22
12.01
6.35
 13.52 20.79 22.36 20.43 -0.20 0.83 0.54 0.31 -14.54 -39.15 -39.15 1.18 0.31 0.16 6.80 13.59 12.63
13.83
-1.63
35.12
-18.81
13.72
9.62
28.14
-21.91
PALL
Palladium
8.00
26.35
17.56
28.38
-17.96
-11.26
6.28
 28.89 26.85 30.69 30.82 0.98 -0.67 -0.37 0.20 -58.42 -69.59 -69.59 -0.31 -0.16 0.09 45.95 47.93 34.89
30.10
-17.38
-38.77
-6.28
-23.26
25.26
53.94
17.23
EPOL
Poland
-1.58
9.58
36.71
40.50
35.36
15.87
6.17
 20.38 29.35 31.66 28.02 1.99 1.20 0.50 0.22 -25.26 -52.77 -60.36 1.40 0.30 0.10 7.30 18.26 25.73
54.79
-2.62
50.70
-24.62
12.22
-8.37
-6.14
-13.78
EWP
Spain
1.57
11.39
37.09
42.98
28.99
18.31
6.17
 14.55 19.91 22.47 21.41 2.95 1.46 0.81 0.29 -13.60 -32.46 -38.72 2.13 0.56 0.16 4.17 10.05 16.38
45.66
5.70
30.26
-5.16
0.27
-3.95
11.91
-15.32
EFA
EAFE Stocks
-2.09
5.06
12.36
12.31
13.10
10.33
6.10
 10.67 15.98 16.15 15.16 1.15 0.82 0.64 0.40 -14.77 -27.58 -27.58 0.89 0.37 0.22 4.43 8.03 8.54
17.76
3.49
18.38
-14.35
11.46
7.59
22.03
-13.81
BNO
Brent Oil
9.08
23.27
2.12
1.73
-0.56
22.98
5.71
 23.96 22.21 27.94 34.74 0.07 -0.03 0.82 0.16 -24.68 -28.14 -69.90 -0.02 0.82 0.08 11.48 12.23 24.19
6.31
9.67
-3.43
35.25
62.34
-38.23
36.01
-15.30
ENZL
New Zealand
-1.23
6.75
1.17
-0.54
0.01
-3.00
5.65
 13.32 18.38 18.93 18.88 -0.04 0.00 -0.16 0.30 -19.32 -37.29 -37.29 0.00 -0.08 0.15 9.08 23.11 16.86
0.68
-4.87
2.97
-16.17
-11.38
20.04
30.10
0.35
EWY
South Korea
1.43
29.58
34.91
12.02
8.53
5.75
5.58
 24.34 27.55 25.60 23.29 0.49 0.31 0.22 0.24 -22.36 -48.08 -48.08 0.38 0.12 0.12 9.93 26.58 22.12
43.07
-20.48
19.05
-26.60
-7.56
39.44
7.95
-20.38
CPER
Copper
-13.24
-3.82
2.23
4.69
8.15
8.87
5.45
 25.49 20.89 21.89 20.59 0.18 0.39 0.41 0.26 -13.24 -29.46 -34.19 0.62 0.30 0.16 6.51 13.05 14.09
9.10
4.23
4.55
-15.14
25.22
23.89
6.69
-21.94
EWJ
Japan
-1.80
3.90
8.65
6.21
11.44
8.16
5.40
 8.67 14.06 14.27 13.69 0.72 0.81 0.57 0.39 -13.00 -28.85 -28.85 0.88 0.28 0.19 3.98 10.35 9.40
10.61
7.03
20.32
-17.72
1.17
15.41
19.33
-14.10
VNQ
US REITs
0.09
1.91
0.43
2.42
0.74
5.78
5.36
 12.94 19.48 19.18 17.79 0.19 0.04 0.30 0.30 -22.11 -32.77 -32.77 0.03 0.18 0.16 10.36 16.26 12.91
2.09
4.81
11.81
-26.24
40.52
-4.68
28.87
-6.02
EWS
Singapore
1.89
10.77
19.36
39.46
17.54
12.29
5.33
 10.19 15.55 16.22 17.97 3.87 1.13 0.76 0.30 -12.66 -24.34 -32.07 1.38 0.50 0.17 4.95 10.52 13.07
23.34
22.10
6.17
-9.79
5.56
-8.49
14.53
-11.33
NORW
Norway
-2.56
8.57
16.53
15.95
5.02
9.70
5.05
 14.23 21.16 22.65 21.74 1.12 0.24 0.43 0.23 -22.23 -30.84 -43.74 0.23 0.31 0.12 8.95 13.79 14.86
24.03
-2.50
4.97
-14.12
18.11
1.22
12.52
-8.03
EEM
Emerging Markets
0.66
12.04
14.77
16.08
9.41
4.67
5.04
 10.31 17.28 15.76 16.91 1.56 0.54 0.30 0.30 -14.44 -36.52 -36.52 0.65 0.13 0.14 5.47 18.52 15.81
17.24
6.49
8.95
-20.56
-3.61
17.03
18.20
-15.31
DBC
Commodities
2.93
9.14
2.18
4.73
-1.49
14.04
5.03
 11.34 11.86 15.52 16.05 0.42 -0.13 0.90 0.31 -15.04 -22.97 -37.77 -0.10 0.61 0.13 8.05 12.81 13.91
5.00
2.18
-6.19
19.34
41.36
-7.84
11.84
-11.62
EWU
United Kingdom
0.23
6.63
14.08
14.38
13.12
13.18
4.74
 10.16 15.12 15.71 15.84 1.42 0.87 0.84 0.30 -15.21 -21.24 -29.97 0.86 0.62 0.16 4.20 5.03 9.89
19.84
6.74
12.40
-4.38
18.22
-11.80
21.25
-14.28
EWK
Belgium
-1.04
4.59
18.77
14.42
10.57
7.76
4.53
 12.01 17.27 18.70 17.59 1.20 0.61 0.41 0.26 -16.19 -32.34 -32.96 0.65 0.24 0.14 5.63 11.45 12.64
20.72
0.19
7.45
-13.93
12.87
0.00
25.92
-20.39
HYG
US High Yield Bonds
0.14
3.76
3.76
8.48
6.83
4.05
4.42
 3.78 6.96 7.75 7.65 2.24 0.98 0.52 0.58 -7.89 -15.25 -15.25 0.87 0.27 0.29 1.94 5.49 4.34
5.17
7.97
11.01
-10.99
3.75
4.48
14.09
-2.03
ICLN
Global Clean Energy
2.29
15.15
19.20
-3.29
-14.36
-0.16
4.34
 17.74 24.45 30.34 26.83 -0.19 -0.59 -0.01 0.16 -48.50 -60.77 -60.77 -0.30 0.00 0.07 32.25 39.21 28.82
19.09
-25.72
-20.40
-5.41
-24.19
141.80
44.35
-9.02
EWZ
Brazil
-7.97
0.02
6.77
1.89
4.77
3.42
4.23
 24.45 23.34 28.57 32.80 0.08 0.20 0.12 0.13 -30.41 -30.41 -50.35 0.16 0.11 0.08 13.14 15.01 20.66
20.15
-30.41
32.60
12.35
-17.27
-20.33
27.65
-2.57
UAE
United Arab Emirates
7.05
15.95
21.73
42.16
10.67
18.34
3.91
 9.12 14.78 16.74 18.01 4.62 0.72 1.10 0.22 -13.94 -23.62 -45.87 0.77 0.78 0.09 7.00 12.39 18.26
25.95
15.26
2.90
-5.31
44.10
-7.26
1.58
-14.42
EWW
Mexico
-0.69
7.47
25.00
11.76
12.41
16.49
3.27
 16.50 22.53 22.82 23.97 0.71 0.55 0.72 0.14 -29.73 -29.73 -46.59 0.42 0.55 0.07 13.44 11.54 16.89
30.77
-28.22
40.32
1.26
20.31
-3.05
12.64
-14.59
PFF
US Preferred Stocks
2.44
5.35
1.62
5.12
2.56
2.56
3.22
 7.19 11.54 11.05 10.02 0.71 0.22 0.23 0.32 -11.95 -20.63 -20.63 0.21 0.12 0.16 5.18 9.83 7.36
2.82
7.24
8.62
-18.80
7.13
7.44
15.92
-4.63
EMB
Emerg. Market Bonds
0.68
4.59
5.32
8.53
7.07
0.71
3.12
 5.95 10.34 10.37 10.09 1.43 0.68 0.07 0.31 -9.26 -26.75 -26.75 0.76 0.03 0.12 2.81 12.60 9.33
7.11
5.54
10.23
-18.64
-2.24
5.42
15.48
-5.47
EZA
South Africa
-1.30
8.40
22.70
24.07
12.21
11.66
3.00
 15.44 23.83 22.79 25.37 1.56 0.51 0.51 0.12 -18.00 -33.64 -53.99 0.68 0.35 0.06 8.54 16.20 21.53
28.09
7.16
1.49
-5.13
7.92
-5.19
9.62
-25.23
QAT
Qatar
5.56
9.97
11.18
17.57
0.23
7.18
2.81
 7.70 14.08 13.77 16.74 2.28 0.02 0.52 0.17 -24.94 -27.26 -31.62 0.01 0.26 0.09 15.06 13.73 13.26
12.30
5.20
2.71
-7.23
14.42
6.85
-0.33
20.06
LQD
US Invest. Grade Bonds
-0.09
2.20
3.86
4.08
2.58
-1.25
2.81
 6.08 10.52 9.80 8.28 0.67 0.24 -0.13 0.34 -10.82 -23.27 -23.27 0.24 -0.05 0.12 4.02 12.12 8.75
4.46
0.86
9.41
-17.93
-1.85
10.97
17.37
-3.79
EWH
Hong Kong
4.23
20.71
28.17
41.54
3.08
2.98
2.59
 19.16 25.32 21.73 19.99 2.17 0.12 0.14 0.13 -26.52 -40.35 -40.35 0.12 0.07 0.06 16.43 24.48 18.74
26.94
0.01
-13.86
-6.82
-3.48
4.19
10.71
-8.73
TIP
US TIPS
0.01
0.31
3.30
3.87
0.23
0.61
2.32
 4.06 6.59 6.22 5.12 0.95 0.03 0.10 0.45 -10.16 -14.76 -14.76 0.02 0.04 0.16 5.70 8.01 5.74
4.72
1.65
3.27
-13.10
5.67
10.84
8.35
-1.42
PPLT
Platinum
-4.12
33.13
31.21
31.60
12.37
6.68
2.16
 31.12 25.02 23.59 23.17 1.02 0.49 0.28 0.09 -18.58 -30.16 -38.34 0.67 0.22 0.06 10.33 18.42 20.29
41.85
-8.90
-8.18
10.43
-10.75
10.78
20.85
-14.95
BNDX
International Bonds
-0.11
0.23
1.64
3.85
2.47
-0.20
2.06
 3.13 5.57 5.22 4.33 1.23 0.44 -0.04 0.47 -6.40 -14.88 -14.88 0.39 -0.01 0.14 2.76 7.84 5.61
1.89
3.56
8.78
-12.76
-2.28
4.65
7.87
2.81
BIL
US Cash
0.36
1.06
2.06
4.54
4.61
2.75
1.86
 0.14 0.26 0.67 0.57 32.43 17.68 4.11 3.28 0.00 -0.14 -0.16 460.81 19.83 11.29 0.00 0.05 0.05
2.42
5.19
4.94
1.40
-0.10
0.40
2.03
1.74
FXI
China
1.85
12.13
19.06
50.06
10.25
0.36
1.75
 22.32 33.11 28.59 24.25 2.24 0.31 0.01 0.07 -31.04 -56.74 -56.74 0.33 0.01 0.03 13.77 32.80 25.54
24.73
28.98
-12.42
-20.67
-20.05
8.93
14.87
-13.26
BND
US Total Bond Market
-0.27
0.56
3.15
3.39
1.63
-1.16
1.63
 4.57 7.06 6.32 5.14 0.74 0.23 -0.18 0.32 -7.94 -17.28 -17.28 0.21 -0.07 0.09 3.34 9.49 6.80
3.77
1.38
5.41
-13.11
-1.86
7.71
8.83
-0.12
ECH
Chile
-5.15
-2.11
11.50
17.55
8.37
6.15
1.32
 14.21 20.17 25.78 26.00 1.23 0.42 0.24 0.05 -21.77 -29.46 -59.61 0.38 0.21 0.02 10.05 13.76 34.08
21.70
-8.67
8.97
25.17
-20.02
-7.11
-17.79
-18.96
GXG
Colombia
0.85
9.84
16.73
26.41
12.69
9.41
0.75
 15.19 21.70 26.08 27.25 1.74 0.58 0.36 0.03 -20.97 -41.89 -49.79 0.61 0.22 0.01 10.34 22.00 26.47
31.27
4.68
24.92
-25.06
-11.48
-16.32
30.40
-19.90
THD
Thailand
11.79
5.29
0.26
2.33
-3.40
-1.03
0.62
 23.24 20.08 21.01 19.99 0.10 -0.17 -0.05 0.03 -31.08 -31.08 -39.98 -0.11 -0.03 0.02 19.34 15.90 19.31
-4.50
-2.21
-12.63
1.22
1.85
-9.87
8.33
-8.21
TUR
Turkey
4.93
12.07
-4.37
-17.41
24.08
12.70
0.39
 21.12 32.18 33.05 32.86 -0.82 0.75 0.38 0.01 -28.35 -30.79 -58.39 0.85 0.41 0.01 12.96 14.99 32.53
-4.15
12.91
-8.67
105.81
-27.48
-1.20
14.41
-41.48
VNM
Vietnam
16.44
32.64
38.49
32.64
4.95
4.64
0.20
 21.58 27.55 24.42 23.12 1.51 0.18 0.19 0.01 -25.88 -46.50 -46.50 0.19 0.10 0.00 14.95 29.93 25.56
39.46
-11.15
15.02
-43.75
22.05
9.84
9.13
-16.83
EMIF
Emerging Markets Infrastructure
-0.67
8.75
15.43
16.06
8.11
5.79
0.09
 11.17 15.54 17.01 18.15 1.44 0.52 0.34 0.00 -14.23 -22.13 -39.25 0.57 0.26 0.00 5.25 8.35 20.63
16.37
1.21
5.68
-12.57
3.72
-19.97
16.32
-13.69
EWM
Malaysia
-3.49
-0.73
2.44
3.11
4.76
0.67
-0.32
 16.25 15.81 15.51 15.91 0.19 0.30 0.04 -0.02 -14.33 -23.78 -33.72 0.33 0.03 -0.01 8.03 12.14 18.41
-2.19
19.46
-3.61
-5.98
-7.41
3.17
-1.42
-6.27
EIDO
Indonesia
-2.04
2.44
-3.10
-10.60
-5.73
1.36
-0.41
 22.09 17.10 19.24 21.88 -0.48 -0.33 0.07 -0.02 -30.29 -30.29 -48.60 -0.19 0.04 -0.01 13.21 11.26 18.63
-4.05
-13.01
2.57
-0.15
-0.60
-7.14
5.30
-10.89
TLT
US Long Term Treasuries
-1.14
-1.76
1.19
-4.40
-6.27
-10.21
-0.85
 11.68 16.23 14.76 13.56 -0.38 -0.39 -0.69 -0.06 -26.27 -47.75 -47.75 -0.24 -0.21 -0.02 15.01 32.26 23.57
1.68
-8.05
2.51
-31.24
-4.60
18.15
14.12
-1.61
EPHE
Philippines
-6.27
-4.34
10.31
2.83
1.34
1.32
-3.01
 18.96 20.79 20.23 19.60 0.15 0.06 0.07 -0.15 -19.26 -32.20 -41.45 0.07 0.04 -0.07 8.89 15.78 22.40
2.77
-1.41
1.26
-15.86
-2.22
-3.94
8.50
-17.50
USO
WTI Crude Oil
8.86
25.22
2.01
2.38
0.65
22.32
-4.39
 25.38 23.26 27.76 38.01 0.09 0.03 0.80 -0.12 -22.32 -29.06 -84.96 0.03 0.77 -0.05 11.03 13.28 43.71
5.35
13.35
-4.94
28.97
64.68
-67.79
32.61
-19.57
UNG
Natural Gas
-11.06
-18.82
-16.06
0.37
-50.85
-19.83
-23.90
 52.97 53.94 64.97 53.12 0.01 -0.94 -0.31 -0.45 -89.96 -89.96 -93.91 -0.57 -0.22 -0.25 77.67 61.90 67.94
-19.16
-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.
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