Investment Theme Returns

Returns as of 30 November 2025
Currency: USD

The best performing in the last 10 Years is Information Technology, that granted a +22.02% annualized return.

The worst is Natural Gas, with a -20.14% 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 30 November 2025

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

INVESTMENT THEMES - USD CURRENCY
Return - Risk - Drawdown
Last Update as of 30 November 2025
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Sep 2025. Pending updates, the monthly inflation is set at 0% for the subsequent periods. Inflation (annualized) is 1Y: 2.53% , 3Y: 2.80% , 5Y: 4.46% , 10Y: 3.15%
Returns over 1 year are annualized. Last update: 30 November 2025.
Risk is represented as the annualized Standard Deviation of monthly returns.
High values of Standard Deviation mean high fluctuations in prices.
Last update: 30 November 2025.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Assets usually grant less severe drawdowns.
Last update: 30 November 2025.
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Sep 2025. Pending updates, the monthly inflation is set at 0% for the subsequent periods. 2025: 2.13%, 2024: 2.90%, 2023: 3.32%, 2022: 6.41%
Last update: 30 November 2025.
Swipe left to see all data
Return (%) - Nov 30, 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
-4.81
9.20
24.32
23.24
29.15
19.27
22.02
 19.20 18.85 20.56 19.25 1.21 1.55 0.94 1.14 -11.36 -31.22 -31.22 2.57 0.62 0.71 3.71 10.67 8.25
23.67
21.63
56.02
-27.73
34.83
43.62
49.86
-1.66
QQQ
US Technology
-1.56
8.69
19.56
22.14
29.09
16.34
19.32
 14.83 16.61 19.21 18.33 1.49 1.75 0.85 1.05 -10.08 -32.58 -32.58 2.88 0.50 0.59 3.33 12.45 9.43
21.59
25.58
54.86
-32.58
27.42
48.40
38.96
-0.12
ARGT
Argentina
-1.28
16.26
3.35
12.92
43.03
28.21
18.49
 39.35 35.66 33.00 33.03 0.33 1.21 0.85 0.56 -22.62 -30.81 -55.87 1.90 0.92 0.33 6.46 9.55 19.03
12.81
63.46
53.64
10.36
3.83
14.57
14.50
-32.63
VUG
US Large Cap Growth
-1.61
7.14
19.07
20.55
28.92
15.70
17.22
 15.34 16.57 19.16 17.82 1.34 1.74 0.82 0.97 -11.25 -33.15 -33.15 2.57 0.47 0.52 3.44 13.38 10.01
20.01
32.69
46.83
-33.15
27.34
40.22
37.03
-3.31
EPU
Peru
2.69
19.83
40.84
58.91
35.48
18.92
15.22
 16.53 19.78 23.54 24.47 3.56 1.79 0.80 0.62 -14.77 -31.60 -45.01 2.40 0.60 0.34 4.32 13.74 17.00
65.84
21.72
25.34
2.13
-11.83
-4.31
7.31
-12.16
EWT
Taiwan
-3.21
9.67
23.16
25.33
20.30
13.37
14.67
 17.25 17.10 20.61 19.01 1.47 1.19 0.65 0.77 -9.58 -37.46 -37.46 2.12 0.36 0.39 3.50 13.45 10.49
24.63
12.45
29.00
-28.84
28.94
31.50
33.33
-9.92
SPY
US Large Cap Blend
0.20
6.24
16.61
14.80
20.44
15.16
14.52
 11.08 12.52 15.04 15.04 1.34 1.63 1.01 0.97 -8.33 -23.93 -23.93 2.45 0.63 0.61 2.76 7.85 6.38
17.63
24.89
26.18
-18.17
28.74
18.37
31.22
-4.56
SLV
Silver
16.36
41.50
70.70
83.42
35.84
19.46
14.31
 24.47 25.75 26.08 27.50 3.41 1.39 0.75 0.52 -12.72 -35.98 -36.79 2.82 0.54 0.39 5.35 14.94 17.27
94.49
20.89
-1.09
2.37
-12.45
47.30
14.88
-9.19
GLD
Gold
5.37
21.95
27.76
57.94
33.02
18.40
14.30
 13.69 13.69 14.56 14.16 4.23 2.41 1.26 1.01 -7.22 -15.91 -18.08 4.57 1.16 0.79 1.93 5.09 6.38
60.19
26.66
12.69
-0.77
-4.15
24.81
17.86
-1.94
VTI
US Total Stock Market
0.27
5.99
16.69
13.57
19.84
14.12
14.01
 11.62 13.08 15.30 15.55 1.17 1.52 0.92 0.90 -9.11 -24.81 -24.81 2.18 0.57 0.56 3.04 8.60 6.93
17.13
23.81
26.05
-19.51
25.67
21.03
30.67
-5.21
XLI
Industrials
-0.88
1.52
8.38
8.38
16.57
13.53
12.90
 14.23 15.03 17.73 18.47 0.59 1.10 0.76 0.70 -10.56 -20.74 -27.13 1.57 0.65 0.48 3.59 5.60 6.35
17.84
17.31
18.13
-5.58
21.09
10.96
29.09
-13.24
XLY
Consumer Discretionary
-1.45
2.22
11.03
7.28
18.42
9.37
12.57
 15.48 20.49 21.87 20.10 0.47 0.90 0.43 0.63 -14.80 -36.27 -36.27 1.24 0.26 0.35 5.22 15.28 11.35
6.10
26.51
39.64
-36.27
27.93
29.63
28.39
1.59
XLF
Financials
1.83
-0.90
5.36
5.40
15.62
15.88
12.45
 11.99 16.08 18.27 19.49 0.45 0.97 0.87 0.64 -12.70 -23.13 -31.75 1.23 0.69 0.39 4.59 8.47 9.47
11.49
30.56
12.03
-10.60
34.82
-1.68
31.87
-13.04
HACK
Cyber Security
-4.41
-0.76
2.33
14.12
22.33
10.97
12.40
 15.56 15.48 18.80 19.13 0.91 1.44 0.58 0.65 -9.17 -33.99 -33.99 2.43 0.32 0.36 2.99 15.78 12.13
12.43
23.49
37.44
-28.15
7.00
41.33
23.39
6.61
GREK
Greece
4.98
3.53
20.56
77.83
38.99
26.42
12.18
 12.55 19.34 21.34 26.32 6.20 2.02 1.24 0.46 -14.95 -25.28 -47.13 2.61 1.05 0.26 4.51 7.06 17.51
70.94
9.54
42.69
0.98
6.16
-14.48
50.20
-31.24
EWO
Austria
4.93
7.11
17.11
65.48
25.84
18.29
11.56
 9.74 15.95 20.37 22.58 6.72 1.62 0.90 0.51 -9.40 -37.60 -47.58 2.75 0.49 0.24 3.63 12.45 16.98
62.06
4.06
20.63
-21.92
31.54
-3.68
17.07
-22.87
VTV
US Large Cap Value
2.54
4.49
12.32
7.08
11.92
13.21
11.46
 11.01 11.73 13.84 14.59 0.64 1.02 0.95 0.79 -8.08 -15.33 -25.07 1.48 0.86 0.46 3.13 3.82 5.29
14.37
15.95
9.32
-2.07
26.51
2.26
25.65
-5.44
VT
World All Countries
0.21
5.69
15.15
17.75
18.12
11.90
11.42
 9.38 11.95 14.16 14.65 1.89 1.52 0.84 0.78 -9.69 -25.52 -25.52 1.87 0.47 0.45 2.53 8.27 6.99
21.32
16.49
22.03
-18.01
18.27
16.61
26.82
-9.76
XLU
Utilities
1.72
8.21
12.15
12.50
11.67
10.78
11.22
 11.31 14.28 16.50 15.07 1.10 0.82 0.65 0.74 -14.85 -17.63 -18.82 0.79 0.61 0.60 5.76 6.43 6.56
22.24
23.31
-7.17
1.42
16.81
0.57
25.91
3.92
XLC
Communication Services
0.51
3.95
14.47
18.62
32.23
13.10
11.10
 13.99 15.55 18.29 17.58 1.33 2.07 0.72 0.63 -6.60 -43.46 -43.46 4.88 0.30 0.26 2.44 18.93 14.51
20.25
34.71
52.82
-37.63
15.96
26.91
31.05
-16.77
EWN
Netherlands
-1.07
9.75
11.54
30.48
16.50
10.22
11.03
 14.35 17.89 21.29 19.25 2.12 0.92 0.48 0.57 -16.18 -41.29 -41.29 1.02 0.25 0.27 5.57 15.68 12.16
32.50
1.67
22.09
-24.41
22.74
23.22
32.46
-15.36
EWC
Canada
3.86
8.01
18.00
24.30
17.00
14.11
10.88
 10.94 14.89 16.17 17.29 2.22 1.14 0.87 0.63 -12.03 -22.93 -26.90 1.41 0.62 0.40 3.50 7.97 7.46
31.65
12.38
14.73
-12.95
27.00
5.52
27.56
-17.16
CWB
US Convertible Bonds
-2.65
5.39
14.50
12.87
13.11
5.20
10.84
 10.21 10.76 12.36 13.55 1.26 1.22 0.42 0.80 -9.38 -26.54 -26.54 1.40 0.20 0.41 2.71 13.63 9.95
18.00
10.06
14.49
-20.81
2.17
53.39
22.39
-1.96
CGW
Global Water
1.18
0.40
5.64
10.55
11.50
9.16
10.28
 10.50 15.12 18.14 16.18 1.00 0.76 0.50 0.64 -14.17 -32.28 -32.28 0.81 0.28 0.32 4.50 12.67 9.70
18.97
4.55
15.50
-21.99
31.71
15.42
34.04
-10.42
IJH
US Mid Cap Blend
2.17
2.14
11.20
-0.26
10.44
10.45
10.20
 13.50 16.80 17.94 18.56 -0.02 0.62 0.58 0.55 -14.99 -21.57 -29.70 0.70 0.48 0.34 5.72 7.66 7.43
7.44
13.92
16.40
-13.10
24.71
13.58
26.10
-11.18
XLV
Healthcare
9.29
15.24
19.97
8.86
6.02
9.16
10.07
 16.52 13.34 14.33 14.39 0.54 0.45 0.64 0.70 -15.62 -15.62 -15.62 0.39 0.59 0.64 6.67 6.18 5.45
16.12
2.47
2.06
-2.09
25.59
13.34
20.45
6.28
IJK
US Mid Cap Growth
1.32
2.55
10.91
-0.72
11.13
8.35
9.89
 14.41 16.40 18.09 17.89 -0.05 0.68 0.46 0.55 -15.69 -25.49 -25.49 0.71 0.33 0.39 5.68 10.39 8.51
7.60
15.68
17.41
-19.03
18.68
22.44
25.96
-10.52
EWI
Italy
2.16
3.68
12.76
50.47
28.45
17.11
9.83
 9.26 16.13 19.37 22.05 5.45 1.76 0.88 0.45 -10.75 -32.87 -33.30 2.65 0.52 0.30 3.28 9.19 12.88
49.75
10.23
30.64
-14.10
14.41
1.67
26.97
-17.20
PALL
Palladium
0.58
30.90
49.17
46.75
-8.82
-9.96
9.70
 29.39 28.46 31.73 30.68 1.59 -0.31 -0.31 0.32 -52.19 -69.59 -69.59 -0.17 -0.14 0.14 40.61 50.07 36.09
58.56
-17.38
-38.77
-6.28
-23.26
25.26
53.94
17.23
VOE
US Mid Cap Value
3.01
3.26
11.13
3.11
10.11
11.41
9.58
 11.21 14.76 16.18 17.29 0.28 0.68 0.71 0.55 -11.64 -17.81 -31.25 0.87 0.64 0.31 4.94 5.57 6.85
11.61
14.00
9.86
-7.95
28.76
2.59
27.84
-12.45
EWZ
Brazil
7.83
13.93
25.82
40.36
10.31
7.94
9.33
 23.18 23.56 26.70 32.47 1.74 0.44 0.30 0.29 -30.41 -30.41 -50.35 0.34 0.26 0.19 13.14 14.71 19.90
52.10
-30.41
32.60
12.35
-17.27
-20.33
27.65
-2.57
IJR
US Small Cap Blend
2.61
2.78
15.56
-2.57
7.64
8.95
9.24
 16.25 19.85 19.85 20.70 -0.16 0.38 0.45 0.45 -19.88 -23.11 -36.12 0.38 0.39 0.26 7.79 9.81 10.60
6.01
8.63
16.06
-16.19
26.60
11.28
22.82
-8.49
IJT
US Small Cap Growth
2.47
1.72
12.07
-3.45
8.18
7.38
9.22
 16.32 18.88 19.46 19.97 -0.21 0.43 0.38 0.46 -18.75 -26.22 -32.91 0.44 0.28 0.28 7.25 12.30 11.38
6.39
9.33
17.11
-21.32
22.37
19.22
20.99
-4.39
XLB
Materials
4.35
-2.66
4.57
-3.79
4.69
6.82
9.13
 15.60 16.89 19.10 18.74 -0.24 0.28 0.36 0.49 -12.24 -23.73 -26.15 0.38 0.29 0.35 6.01 7.95 7.77
7.81
0.15
12.45
-12.31
27.45
20.52
24.13
-14.87
EIS
Israel
1.28
9.47
23.14
41.56
20.84
13.41
9.01
 16.87 20.97 20.04 19.28 2.46 0.99 0.67 0.47 -22.77 -38.63 -38.63 0.91 0.35 0.23 6.94 16.51 12.60
35.48
34.50
5.46
-27.03
22.84
12.01
20.94
-4.83
EWP
Spain
2.97
8.28
20.69
63.71
32.39
17.76
8.99
 10.81 17.03 19.01 21.14 5.89 1.90 0.93 0.43 -9.76 -32.46 -38.72 3.32 0.55 0.23 3.33 9.95 15.17
68.26
5.70
30.26
-5.16
0.27
-3.95
11.91
-15.32
CPER
Copper
2.38
14.75
9.95
25.12
12.26
8.64
8.96
 24.03 20.04 21.37 20.34 1.05 0.61 0.40 0.44 -13.24 -29.46 -34.19 0.93 0.29 0.26 6.66 13.15 13.66
28.30
4.23
4.55
-15.14
25.22
23.89
6.69
-21.94
EPOL
Poland
1.07
7.48
14.14
62.85
36.49
17.64
8.94
 16.05 22.83 28.40 27.78 3.92 1.60 0.62 0.32 -18.87 -52.77 -60.36 1.93 0.33 0.15 5.15 17.97 25.11
66.10
-2.62
50.70
-24.62
12.22
-8.37
-6.14
-13.78
EDEN
Denmark
2.34
1.36
-2.29
-1.04
7.43
5.53
8.91
 16.78 14.71 18.86 17.20 -0.06 0.51 0.29 0.52 -19.94 -34.38 -34.38 0.37 0.16 0.26 9.61 12.13 9.80
5.97
-3.94
17.99
-11.44
14.80
42.55
24.37
-14.42
IJS
US Small Cap Value
2.87
3.96
19.48
-1.55
6.76
10.11
8.78
 16.66 21.28 21.02 22.15 -0.09 0.32 0.48 0.40 -20.98 -20.98 -40.32 0.32 0.48 0.22 8.58 8.33 10.93
5.70
7.33
14.68
-11.33
30.53
2.63
24.12
-12.84
EWQ
France
0.65
4.65
7.28
26.69
12.82
9.93
8.75
 8.04 14.96 17.78 18.39 3.32 0.86 0.56 0.48 -12.01 -29.04 -29.04 1.07 0.34 0.30 4.47 8.10 8.54
27.05
-5.63
21.72
-11.99
21.47
2.85
26.67
-12.88
EWL
Switzerland
4.44
4.50
6.76
22.25
12.76
8.49
8.73
 12.15 14.81 16.17 14.30 1.83 0.86 0.53 0.61 -13.04 -27.53 -27.53 0.98 0.31 0.32 4.35 9.74 7.75
28.18
-2.81
17.70
-18.86
20.19
11.79
31.58
-9.19
IGF
Global Infrastructure
3.38
4.49
8.68
16.99
13.08
11.16
8.49
 7.84 12.42 13.94 15.08 2.17 1.05 0.80 0.56 -12.72 -17.00 -29.59 1.03 0.66 0.29 3.56 4.82 7.18
22.67
14.81
6.13
-1.23
11.58
-6.50
25.81
-9.94
INDA
India
1.37
5.25
0.74
0.59
7.66
10.04
8.46
 13.15 12.33 13.77 17.60 0.05 0.62 0.73 0.48 -17.23 -17.23 -34.00 0.44 0.58 0.25 6.82 6.82 8.34
3.93
8.63
17.16
-8.94
21.41
14.83
6.49
-6.69
EWD
Sweden
-0.17
3.28
7.81
26.74
15.27
7.60
8.14
 13.53 18.61 21.96 20.28 1.98 0.82 0.35 0.40 -15.45 -40.26 -40.26 0.99 0.19 0.20 5.43 16.57 13.08
31.26
-3.91
25.07
-27.79
22.86
22.26
21.74
-12.76
ICLN
Global Clean Energy
-1.79
18.07
35.52
39.94
-5.71
-5.11
8.00
 17.50 24.09 28.26 26.82 2.28 -0.24 -0.18 0.30 -45.75 -60.77 -60.77 -0.12 -0.08 0.13 30.02 40.73 29.44
50.89
-25.72
-20.40
-5.41
-24.19
141.80
44.35
-9.02
EFA
EAFE Stocks
0.74
4.06
9.04
24.30
15.49
9.48
7.70
 8.51 12.26 14.81 14.79 2.85 1.26 0.64 0.52 -10.13 -27.58 -27.58 1.53 0.34 0.28 3.18 7.99 7.88
28.08
3.49
18.38
-14.35
11.46
7.59
22.03
-13.81
XLP
Consumer Staples
4.05
-1.07
-2.86
-2.06
3.66
6.23
7.68
 9.39 10.57 12.71 12.46 -0.22 0.35 0.49 0.62 -11.15 -12.86 -13.63 0.33 0.48 0.56 4.05 4.03 4.41
2.90
12.20
-0.82
-0.83
17.20
10.15
27.43
-8.07
EIRL
Ireland
6.71
8.17
12.91
24.43
18.23
10.58
7.67
 10.32 17.35 21.23 20.45 2.37 1.05 0.50 0.37 -14.54 -39.15 -39.15 1.25 0.27 0.20 6.39 13.57 12.62
26.37
-1.63
35.12
-18.81
13.72
9.62
28.14
-21.91
EWY
South Korea
-6.32
25.79
49.88
62.01
16.76
5.41
7.60
 30.16 26.42 26.58 24.10 2.06 0.63 0.20 0.32 -22.36 -48.08 -48.08 0.75 0.11 0.16 8.98 26.68 22.14
78.56
-20.48
19.05
-26.60
-7.56
39.44
7.95
-20.38
EWA
Australia
-3.44
-4.54
1.69
0.98
6.74
6.76
7.54
 13.43 17.00 19.29 18.87 0.07 0.40 0.35 0.40 -15.00 -23.37 -31.36 0.45 0.29 0.24 6.40 7.85 7.86
10.00
1.60
13.83
-5.86
8.95
8.26
22.41
-12.02
EWS
Singapore
-0.21
1.03
12.30
30.49
19.26
11.02
7.52
 7.38 13.90 14.47 17.22 4.13 1.39 0.76 0.44 -12.66 -24.34 -32.07 1.52 0.45 0.23 4.54 10.50 12.38
32.29
22.10
6.17
-9.79
5.56
-8.49
14.53
-11.33
XLE
Energy
2.63
0.92
12.80
-2.17
3.24
24.45
7.18
 19.28 17.27 26.02 29.52 -0.11 0.19 0.94 0.24 -14.36 -17.12 -58.14 0.23 1.43 0.12 6.08 6.07 18.46
8.20
5.56
-0.63
64.17
53.31
-32.51
11.73
-18.21
EEM
Emerging Markets
-1.77
8.95
20.49
28.92
13.99
4.54
7.17
 9.61 13.72 15.65 16.65 3.01 1.02 0.29 0.43 -12.51 -36.52 -36.52 1.12 0.12 0.20 4.44 18.52 15.54
31.15
6.49
8.95
-20.56
-3.61
17.03
18.20
-15.31
EWJ
Japan
-0.53
6.04
12.90
21.95
16.23
7.09
7.13
 8.67 11.38 13.61 13.35 2.53 1.43 0.52 0.53 -7.03 -28.85 -28.85 2.31 0.25 0.25 2.72 10.35 9.08
24.71
7.03
20.32
-17.72
1.17
15.41
19.33
-14.10
EZA
South Africa
4.66
15.73
29.35
49.71
19.29
14.80
7.03
 16.49 21.82 23.07 25.35 3.02 0.88 0.64 0.28 -18.00 -33.64 -53.99 1.07 0.44 0.13 7.93 16.20 20.97
61.14
7.16
1.49
-5.13
7.92
-5.19
9.62
-25.23
BNO
Brent Oil
-1.35
-3.79
8.32
0.59
0.58
19.60
7.01
 23.11 20.32 25.02 34.39 0.03 0.03 0.78 0.20 -19.66 -28.14 -69.90 0.03 0.70 0.10 8.13 12.35 21.96
-2.60
9.67
-3.43
35.25
62.34
-38.23
36.01
-15.30
EWG
Germany
0.47
-2.29
-0.88
28.91
19.94
8.95
6.72
 12.27 16.39 19.61 19.72 2.36 1.22 0.46 0.34 -14.12 -41.66 -41.66 1.41 0.21 0.16 3.75 14.66 14.21
30.74
9.79
23.36
-22.20
5.84
10.57
19.15
-21.37
PPLT
Platinum
6.30
21.86
57.72
75.27
16.77
10.95
6.65
 30.64 25.15 23.54 22.76 2.46 0.67 0.47 0.29 -18.58 -30.16 -38.34 0.90 0.36 0.17 10.27 18.37 20.12
83.73
-8.90
-8.18
10.43
-10.75
10.78
20.85
-14.95
XLRE
Real Estate
1.88
-0.76
1.53
-4.23
5.63
6.12
6.57
 10.95 17.15 19.04 17.11 -0.39 0.33 0.32 0.38 -16.42 -32.25 -32.25 0.34 0.19 0.20 6.13 16.07 12.15
4.84
5.09
12.36
-26.25
45.26
-2.11
28.69
-2.37
DBC
Commodities
0.79
3.83
10.44
9.72
0.19
12.96
6.40
 10.87 10.78 14.66 15.84 0.89 0.02 0.88 0.40 -12.97 -22.97 -37.77 0.01 0.56 0.17 6.03 13.17 13.73
7.86
2.18
-6.19
19.34
41.36
-7.84
11.84
-11.62
EWU
United Kingdom
1.12
4.08
10.30
25.57
15.43
13.05
6.39
 7.72 11.03 13.82 15.45 3.31 1.40 0.94 0.41 -8.41 -21.24 -29.97 1.84 0.61 0.21 2.82 4.88 8.90
29.89
6.74
12.40
-4.38
18.22
-11.80
21.25
-14.28
EMQQ
Emerging Markets E-Commerce
-4.92
-1.22
9.28
16.39
13.57
-6.27
6.39
 15.50 22.29 27.95 26.02 1.06 0.61 -0.22 0.25 -18.67 -67.75 -67.75 0.73 -0.09 0.09 7.90 47.00 35.09
23.93
13.79
3.63
-30.70
-32.53
80.46
33.86
-29.82
NORW
Norway
0.56
-2.76
3.60
19.70
7.14
7.22
6.25
 15.07 15.81 19.99 21.49 1.31 0.45 0.36 0.29 -14.96 -30.84 -43.74 0.48 0.23 0.14 5.57 13.68 14.42
25.90
-2.50
4.97
-14.12
18.11
1.22
12.52
-8.03
GXG
Colombia
5.94
16.51
32.54
67.51
27.99
11.81
6.06
 13.89 20.17 24.99 26.78 4.86 1.39 0.47 0.23 -13.10 -41.89 -49.79 2.14 0.28 0.12 6.09 21.95 26.10
68.17
4.68
24.92
-25.06
-11.48
-16.32
30.40
-19.90
EWK
Belgium
3.89
5.06
12.13
29.92
14.00
7.69
5.78
 9.58 13.87 15.93 17.46 3.12 1.01 0.48 0.33 -11.69 -32.34 -32.96 1.20 0.24 0.18 4.57 11.36 12.60
34.33
0.19
7.45
-13.93
12.87
0.00
25.92
-20.39
UAE
United Arab Emirates
-5.59
-4.13
3.50
23.72
9.19
13.67
5.75
 14.02 14.91 16.48 17.69 1.69 0.62 0.83 0.33 -10.86 -23.62 -42.37 0.85 0.58 0.14 4.91 12.45 14.64
16.77
15.26
2.90
-5.31
44.10
-7.26
1.58
-14.42
VNQ
US REITs
2.42
-0.03
4.25
-3.23
5.53
5.67
5.56
 11.15 17.33 18.73 17.62 -0.29 0.32 0.30 0.32 -17.44 -32.77 -32.77 0.32 0.17 0.17 6.55 16.42 13.00
5.61
4.81
11.81
-26.24
40.52
-4.68
28.87
-6.02
ENZL
New Zealand
-0.57
1.72
3.79
-4.33
-0.02
-5.11
5.52
 10.57 15.26 17.92 18.24 -0.41 0.00 -0.29 0.30 -19.32 -37.29 -37.29 0.00 -0.14 0.15 8.93 24.03 17.47
1.98
-4.87
2.97
-16.17
-11.38
20.04
30.10
0.35
EWW
Mexico
2.84
10.46
15.76
42.96
11.95
14.37
5.13
 15.28 21.40 21.89 24.01 2.81 0.56 0.66 0.21 -29.73 -29.73 -46.59 0.40 0.48 0.11 13.41 11.56 16.64
48.77
-28.22
40.32
1.26
20.31
-3.05
12.64
-14.59
HYG
US High Yield Bonds
0.75
1.63
4.78
7.22
8.36
4.05
5.11
 3.08 5.39 7.63 7.45 2.34 1.55 0.53 0.69 -2.64 -15.25 -15.25 3.17 0.27 0.34 0.84 5.48 4.20
8.06
7.97
11.01
-10.99
3.75
4.48
14.09
-2.03
ECH
Chile
7.19
15.39
22.78
53.07
16.36
11.69
4.77
 14.64 18.81 25.47 26.09 3.62 0.87 0.46 0.18 -21.77 -29.46 -59.61 0.75 0.40 0.08 9.62 13.55 34.22
54.46
-8.67
8.97
25.17
-20.02
-7.11
-17.79
-18.96
EWH
Hong Kong
3.25
5.10
19.97
32.97
7.72
2.01
4.38
 11.49 18.91 20.97 19.41 2.87 0.41 0.10 0.23 -26.52 -40.35 -40.35 0.29 0.05 0.11 15.73 24.60 18.50
36.39
0.01
-13.86
-6.82
-3.48
4.19
10.71
-8.73
QAT
Qatar
-2.18
-5.60
3.15
7.91
1.73
4.80
3.90
 7.63 13.37 13.32 16.17 1.04 0.13 0.36 0.24 -16.90 -27.26 -28.55 0.10 0.18 0.14 7.58 13.79 12.07
7.87
5.20
2.71
-7.23
14.42
6.85
-0.33
20.06
EMB
Emerg. Market Bonds
0.50
4.09
9.55
10.97
9.20
1.41
3.67
 4.83 7.57 10.23 10.08 2.27 1.22 0.14 0.36 -6.24 -26.75 -26.75 1.47 0.05 0.14 1.77 12.59 9.33
13.50
5.54
10.23
-18.64
-2.24
5.42
15.48
-5.47
VNM
Vietnam
5.22
0.27
34.95
55.95
15.14
4.29
3.27
 23.00 26.02 24.91 22.92 2.43 0.58 0.17 0.14 -23.75 -46.50 -46.50 0.64 0.09 0.07 11.38 30.04 24.39
59.76
-11.15
15.02
-43.75
22.05
9.84
9.13
-16.83
PFF
US Preferred Stocks
-0.29
-0.03
5.79
0.30
5.30
1.58
3.19
 6.25 10.46 10.87 10.01 0.05 0.51 0.15 0.32 -11.18 -20.63 -20.63 0.47 0.08 0.15 3.89 9.84 7.37
4.02
7.24
8.62
-18.80
7.13
7.44
15.92
-4.63
LQD
US Invest. Grade Bonds
0.93
2.98
6.13
5.79
5.70
-0.66
3.14
 4.53 8.77 9.68 8.29 1.28 0.65 -0.07 0.38 -7.89 -23.27 -23.27 0.72 -0.03 0.13 2.36 12.17 8.79
8.70
0.86
9.41
-17.93
-1.85
10.97
17.37
-3.79
FXI
China
-0.45
1.59
14.54
34.24
15.14
-1.10
3.10
 14.43 22.98 28.37 23.94 2.37 0.66 -0.04 0.13 -29.42 -56.74 -56.74 0.51 -0.02 0.05 12.50 32.91 25.31
31.69
28.98
-12.42
-20.67
-20.05
8.93
14.87
-13.26
TIP
US TIPS
0.22
0.96
3.56
5.59
3.63
0.92
2.72
 3.41 4.70 6.21 5.12 1.64 0.77 0.15 0.53 -5.35 -14.76 -14.76 0.68 0.06 0.18 1.68 8.03 5.75
7.43
1.65
3.27
-13.10
5.67
10.84
8.35
-1.42
EMIF
Emerging Markets Infrastructure
5.19
10.95
20.37
34.64
11.64
7.01
2.66
 7.82 12.91 15.67 17.84 4.43 0.90 0.45 0.15 -14.23 -22.13 -39.25 0.82 0.32 0.07 4.72 8.31 20.42
34.12
1.21
5.68
-12.57
3.72
-19.97
16.32
-13.69
EWM
Malaysia
2.24
6.27
12.67
11.73
8.78
2.76
2.25
 11.20 14.35 15.16 15.13 1.05 0.61 0.18 0.15 -14.33 -23.78 -33.72 0.61 0.12 0.07 7.78 12.10 18.14
10.05
19.46
-3.61
-5.98
-7.41
3.17
-1.42
-6.27
BNDX
International Bonds
-0.18
1.35
1.71
2.61
4.25
-0.07
2.12
 2.59 4.62 5.22 4.32 1.01 0.92 -0.01 0.49 -2.75 -14.88 -14.88 1.54 0.00 0.14 0.84 7.85 5.61
3.40
3.56
8.78
-12.76
-2.28
4.65
7.87
2.81
BIL
US Cash
0.29
0.97
2.05
4.22
4.77
3.03
2.00
 0.09 0.18 0.64 0.57 44.49 26.75 4.74 3.53 0.00 -0.12 -0.16 477.01 25.22 12.14 0.00 0.04 0.04
3.80
5.19
4.94
1.40
-0.10
0.40
2.03
1.74
BND
US Total Bond Market
0.60
2.32
4.79
5.60
4.42
-0.40
1.96
 3.40 6.02 6.34 5.15 1.65 0.73 -0.06 0.38 -6.03 -17.08 -17.28 0.73 -0.02 0.11 1.79 9.35 6.83
7.40
1.38
5.41
-13.11
-1.86
7.71
8.83
-0.12
THD
Thailand
-2.73
3.13
13.13
-3.58
-4.18
-1.93
1.93
 17.69 18.86 17.99 19.81 -0.20 -0.22 -0.11 0.10 -31.08 -31.08 -39.98 -0.13 -0.06 0.05 20.33 16.57 19.81
-0.07
-2.21
-12.63
1.22
1.85
-9.87
8.33
-8.21
TUR
Turkey
-1.90
-5.07
13.42
-6.39
1.98
11.73
1.44
 15.06 24.50 30.65 32.48 -0.42 0.08 0.38 0.04 -28.35 -30.79 -58.39 0.07 0.38 0.02 14.09 15.37 32.54
-5.14
12.91
-8.67
105.81
-27.48
-1.20
14.41
-41.48
EIDO
Indonesia
2.13
5.66
1.53
-2.13
-4.15
-0.08
1.36
 19.25 17.26 16.26 20.86 -0.11 -0.24 -0.01 0.07 -30.29 -30.29 -48.60 -0.14 0.00 0.03 14.63 12.16 19.05
3.73
-13.01
2.57
-0.15
-0.60
-7.14
5.30
-10.89
TLT
US Long Term Treasuries
0.27
5.31
6.89
0.26
-0.57
-8.14
-0.33
 10.50 14.57 14.69 13.59 0.02 -0.04 -0.55 -0.02 -20.29 -44.41 -47.75 -0.03 -0.18 -0.01 8.92 30.05 24.64
7.09
-8.05
2.51
-31.24
-4.60
18.15
14.12
-1.61
EPHE
Philippines
2.69
-3.59
-6.35
0.23
0.00
-2.28
-1.91
 14.49 17.16 19.81 19.42 0.02 0.00 -0.11 -0.10 -19.26 -32.20 -41.45 0.00 -0.07 -0.05 9.26 16.43 22.80
1.92
-1.41
1.26
-15.86
-2.22
-3.94
8.50
-17.50
USO
WTI Crude Oil
-2.05
-5.04
5.84
-0.75
0.40
18.07
-3.68
 24.74 21.75 25.54 37.77 -0.03 0.02 0.71 -0.10 -21.40 -29.06 -84.60 0.02 0.62 -0.04 9.04 13.58 41.48
-5.93
13.35
-4.94
28.97
64.68
-67.79
32.61
-19.57
UNG
Natural Gas
11.17
14.81
-6.24
2.08
-44.22
-19.06
-20.14
 42.53 52.21 61.71 52.94 0.05 -0.85 -0.31 -0.38 -85.03 -89.96 -91.50 -0.52 -0.21 -0.22 74.92 65.22 60.52
-12.37
-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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