Investment Theme Returns

Returns as of 31 January 2026
Currency: USD

The best performing in the last 10 Years is Information Technology, that granted a +22.83% annualized return.

The worst is Natural Gas, with a -18.81% 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 January 2026

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

INVESTMENT THEMES - USD CURRENCY
Return - Risk - Drawdown
Last Update as of 31 January 2026
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Dec 2025. Pending updates, the monthly inflation is set at 0% for the subsequent periods. Inflation (annualized) is 1Y: 2.18% , 3Y: 2.78% , 5Y: 4.43% , 10Y: 3.22%
Returns over 1 year are annualized. Last update: 31 January 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 January 2026.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Assets usually grant less severe drawdowns.
Last update: 31 January 2026.
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Dec 2025. Pending updates, the monthly inflation is set at 0% for the subsequent periods. 2026: 0.00%, 2025: 2.65%, 2024: 2.90%, 2023: 3.32%
Last update: 31 January 2026.
Swipe left to see all data
Return (%) - Jan 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
-0.06
-4.15
9.83
25.45
29.32
18.35
22.83
 19.02 17.47 20.48 19.14 1.34 1.68 0.90 1.19 -11.36 -31.22 -31.22 2.58 0.59 0.73 3.59 10.70 8.23
-0.06
24.61
21.63
56.02
-27.73
34.83
43.62
49.86
QQQ
US Technology
1.23
-1.02
10.33
19.67
29.04
15.29
20.44
 14.97 14.60 19.16 18.11 1.31 1.99 0.80 1.13 -10.08 -32.58 -32.58 2.88 0.47 0.63 3.00 12.45 9.32
1.23
20.77
25.58
54.86
-32.58
27.42
48.40
38.96
ARGT
Argentina
7.43
4.83
19.64
14.51
36.00
29.41
20.26
 39.73 34.57 32.89 32.97 0.37 1.04 0.89 0.61 -22.62 -30.81 -55.87 1.59 0.95 0.36 6.47 9.50 19.01
7.43
11.51
63.46
53.64
10.36
3.83
14.57
14.50
EPU
Peru
19.70
38.51
78.74
119.96
46.54
25.44
19.77
 20.46 22.29 25.25 25.22 5.86 2.09 1.01 0.78 -14.77 -31.60 -45.01 3.15 0.80 0.44 4.31 13.74 16.97
19.70
86.88
21.72
25.34
2.13
-11.83
-4.31
7.31
SLV
Silver
17.11
71.42
126.41
164.61
51.19
24.73
18.70
 29.72 29.69 28.21 28.94 5.54 1.72 0.88 0.65 -11.96 -35.98 -36.79 4.28 0.69 0.51 5.30 14.94 17.27
17.11
144.66
20.89
-1.09
2.37
-12.45
47.30
14.88
VUG
US Large Cap Growth
-1.29
-3.37
6.01
15.63
27.66
14.58
18.02
 15.68 14.89 19.15 17.66 1.00 1.86 0.76 1.02 -11.25 -33.15 -33.15 2.46 0.44 0.54 3.23 13.39 9.95
-1.29
19.40
32.69
46.83
-33.15
27.34
40.22
37.03
EWT
Taiwan
7.13
6.81
21.98
38.36
22.68
12.63
16.53
 17.52 15.69 20.43 19.00 2.19 1.44 0.62 0.87 -9.58 -37.46 -37.46 2.37 0.34 0.44 3.32 13.45 10.47
7.13
28.38
12.45
29.00
-28.84
28.94
31.50
33.33
GREK
Greece
11.90
21.02
24.44
84.77
39.20
29.37
16.01
 14.29 18.89 20.67 26.09 5.93 2.08 1.42 0.61 -14.95 -25.28 -47.13 2.62 1.16 0.34 4.51 6.96 17.15
11.90
76.11
9.54
42.69
0.98
6.16
-14.48
50.20
SPY
US Large Cap Blend
1.47
1.75
10.10
16.33
20.99
14.91
15.48
 10.43 11.49 14.98 14.89 1.57 1.83 1.00 1.04 -8.33 -23.93 -23.93 2.52 0.62 0.65 2.59 7.85 6.32
1.47
17.72
24.89
26.18
-18.17
28.74
18.37
31.22
GLD
Gold
12.27
20.87
46.87
72.09
35.36
20.85
15.32
 14.70 14.68 14.98 14.51 4.90 2.41 1.39 1.06 -7.22 -15.91 -18.08 4.89 1.31 0.85 1.93 4.85 6.38
12.27
63.68
26.66
12.69
-0.77
-4.15
24.81
17.86
VTI
US Total Stock Market
1.58
1.82
10.16
15.45
20.19
13.51
15.11
 10.74 12.00 15.21 15.37 1.44 1.68 0.89 0.98 -9.11 -24.81 -24.81 2.22 0.54 0.61 2.88 8.60 6.86
1.58
17.10
23.81
26.05
-19.51
25.67
21.03
30.67
XLI
Industrials
6.65
7.06
9.66
21.22
19.37
16.07
14.74
 11.50 15.05 17.72 18.38 1.85 1.29 0.91 0.80 -10.56 -20.74 -27.13 1.83 0.77 0.54 3.56 5.57 6.30
6.65
19.35
17.31
18.13
-5.58
21.09
10.96
29.09
XT
Exponential Techonologies
3.79
3.65
18.17
25.99
14.32
6.61
14.11
 12.21 15.98 18.15 17.07 2.13 0.90 0.36 0.83 -16.15 -32.25 -32.25 0.89 0.21 0.44 4.23 13.83 10.19
3.79
26.28
0.29
27.03
-27.82
16.43
35.09
30.73
EWO
Austria
5.92
19.46
27.79
74.68
27.60
17.86
14.07
 9.90 15.30 20.16 22.49 7.54 1.80 0.89 0.63 -9.40 -37.60 -47.58 2.94 0.48 0.30 3.62 12.45 16.94
5.92
74.20
4.06
20.63
-21.92
31.54
-3.68
17.07
XLF
Financials
-2.43
2.40
2.74
5.27
15.33
15.01
13.83
 9.35 15.48 18.17 19.24 0.56 0.99 0.83 0.72 -12.70 -23.13 -31.75 1.21 0.65 0.44 4.52 8.47 9.29
-2.43
14.90
30.56
12.03
-10.60
34.82
-1.68
31.87
XLY
Consumer Discretionary
1.47
1.20
9.85
5.28
18.68
9.26
13.80
 15.24 17.39 21.86 19.96 0.35 1.07 0.42 0.69 -14.80 -36.27 -36.27 1.26 0.26 0.38 4.88 15.28 11.30
1.47
7.37
26.51
39.64
-36.27
27.93
29.63
28.39
HACK
Cyber Security
-3.88
-11.76
-8.93
-2.21
19.10
5.43
13.62
 15.82 15.73 17.93 18.63 -0.14 1.21 0.30 0.73 -11.76 -33.99 -33.99 1.62 0.16 0.40 3.75 15.89 11.78
-3.88
7.89
23.49
37.44
-28.15
7.00
41.33
23.39
VT
World All Countries
3.11
4.28
13.23
22.50
18.57
11.77
12.79
 8.27 10.93 14.07 14.47 2.72 1.70 0.84 0.88 -9.69 -25.52 -25.52 1.92 0.46 0.50 2.43 8.27 6.90
3.11
22.43
16.49
22.03
-18.01
18.27
16.61
26.82
EWN
Netherlands
9.19
9.94
26.12
41.35
17.28
10.62
12.77
 15.14 16.84 21.46 19.35 2.73 1.03 0.50 0.66 -16.18 -41.29 -41.29 1.07 0.26 0.31 5.53 15.68 12.13
9.19
34.87
1.67
22.09
-24.41
22.74
23.22
32.46
VTV
US Large Cap Value
4.59
8.09
13.99
15.51
14.13
13.80
12.73
 8.34 11.59 13.86 14.50 1.86 1.22 1.00 0.88 -8.08 -15.33 -25.07 1.75 0.90 0.51 2.99 3.82 5.24
4.59
15.27
15.95
9.32
-2.07
26.51
2.26
25.65
EWI
Italy
2.85
9.27
17.33
49.44
27.09
18.67
12.50
 7.98 14.89 19.24 21.61 6.20 1.82 0.97 0.58 -10.75 -32.87 -33.30 2.52 0.57 0.38 3.27 9.18 11.61
2.85
55.72
10.23
30.64
-14.10
14.41
1.67
26.97
EWC
Canada
0.61
7.89
18.54
33.70
17.22
14.46
12.35
 7.94 13.60 16.15 17.11 4.25 1.27 0.90 0.72 -12.03 -22.93 -26.90 1.43 0.63 0.46 3.38 7.97 7.38
0.61
35.92
12.38
14.73
-12.95
27.00
5.52
27.56
PALL
Palladium
5.83
16.85
41.60
66.46
0.17
-5.89
12.34
 26.87 28.75 31.89 30.57 2.47 0.01 -0.18 0.40 -45.44 -69.59 -69.59 0.00 -0.08 0.18 33.26 50.73 36.53
5.83
74.07
-17.38
-38.77
-6.28
-23.26
25.26
53.94
EWZ
Brazil
16.59
23.00
44.40
54.18
13.85
10.04
12.08
 23.10 24.70 26.88 32.69 2.34 0.56 0.37 0.37 -30.41 -30.41 -50.35 0.46 0.33 0.24 13.12 14.54 19.86
16.59
48.81
-30.41
32.60
12.35
-17.27
-20.33
27.65
XLB
Materials
8.64
15.62
13.44
13.19
7.27
9.03
12.00
 12.71 16.48 19.36 18.46 1.04 0.44 0.47 0.65 -12.24 -23.73 -26.15 0.59 0.38 0.46 5.97 7.95 7.62
8.64
9.94
0.15
12.45
-12.31
27.45
20.52
24.13
CWB
US Convertible Bonds
4.71
0.73
10.95
18.48
13.22
4.03
11.98
 9.36 10.44 12.14 13.45 1.97 1.27 0.33 0.89 -9.38 -26.54 -26.54 1.41 0.15 0.45 2.74 13.64 9.93
4.71
16.61
10.06
14.49
-20.81
2.17
53.39
22.39
EWY
South Korea
25.91
29.03
71.90
131.91
27.48
9.06
11.97
 32.85 29.17 28.53 25.40 4.01 0.94 0.32 0.47 -22.36 -48.08 -48.08 1.23 0.19 0.25 8.93 26.68 22.11
25.91
95.33
-20.48
19.05
-26.60
-7.56
39.44
7.95
IJH
US Mid Cap Blend
4.05
6.28
9.84
7.72
10.70
9.62
11.75
 11.30 15.78 17.83 18.40 0.68 0.68 0.54 0.64 -14.99 -21.57 -29.70 0.71 0.45 0.40 5.65 7.66 7.33
4.05
7.42
13.92
16.40
-13.10
24.71
13.58
26.10
EIS
Israel
8.14
17.31
30.89
49.96
28.75
14.90
11.51
 17.87 20.59 20.13 19.36 2.80 1.40 0.74 0.59 -19.35 -38.63 -38.63 1.49 0.39 0.30 5.06 16.51 12.53
8.14
45.11
34.50
5.46
-27.03
22.84
12.01
20.94
XLC
Communication Services
2.00
4.93
12.55
18.72
31.07
13.53
11.49
 13.05 12.79 18.25 17.58 1.43 2.43 0.74 0.65 -6.50 -43.46 -43.46 4.78 0.31 0.26 2.18 18.93 14.51
2.00
23.08
34.71
52.82
-37.63
15.96
26.91
31.05
EWP
Spain
4.41
13.76
27.62
74.96
32.00
20.39
11.47
 7.96 16.35 18.99 20.98 9.41 1.96 1.07 0.55 -9.76 -32.46 -38.72 3.28 0.63 0.30 3.33 9.94 14.91
4.41
78.03
5.70
30.26
-5.16
0.27
-3.95
11.91
IJK
US Mid Cap Growth
3.94
5.01
8.66
7.53
12.22
7.39
11.32
 12.03 15.58 17.97 17.73 0.63 0.78 0.41 0.64 -15.69 -25.49 -25.49 0.78 0.29 0.44 5.60 10.39 8.43
3.94
7.28
15.68
17.41
-19.03
18.68
22.44
25.96
CGW
Global Water
3.95
4.41
7.08
20.52
11.11
8.70
11.31
 7.21 14.45 18.11 16.12 2.84 0.77 0.48 0.70 -14.17 -32.28 -32.28 0.78 0.27 0.35 4.46 12.67 9.66
3.95
18.10
4.55
15.50
-21.99
31.71
15.42
34.04
EPOL
Poland
6.82
15.26
22.38
67.31
36.93
18.97
11.30
 12.28 22.82 28.35 27.78 5.48 1.62 0.67 0.41 -18.87 -52.77 -60.36 1.96 0.36 0.19 5.15 17.97 25.10
6.82
77.34
-2.62
50.70
-24.62
12.22
-8.37
-6.14
BNO
Brent Oil
16.35
11.43
3.49
5.68
5.38
19.12
11.26
 27.86 22.35 25.69 34.13 0.20 0.24 0.74 0.33 -19.66 -28.14 -69.90 0.27 0.68 0.16 8.15 12.53 21.70
16.35
-5.44
9.67
-3.43
35.25
62.34
-38.23
36.01
VOE
US Mid Cap Value
4.22
7.81
11.60
13.89
10.93
11.70
11.19
 8.08 14.10 16.19 17.10 1.72 0.78 0.72 0.65 -11.64 -17.81 -31.25 0.94 0.66 0.36 4.88 5.57 6.75
4.22
12.08
14.00
9.86
-7.95
28.76
2.59
27.84
IJR
US Small Cap Blend
5.70
8.34
16.16
8.88
8.82
7.12
11.07
 14.68 18.93 19.55 20.55 0.60 0.47 0.36 0.54 -19.88 -23.11 -36.12 0.44 0.31 0.31 7.72 9.82 10.51
5.70
5.89
8.63
16.06
-16.19
26.60
11.28
22.82
IJT
US Small Cap Growth
4.74
6.19
11.16
6.13
9.56
5.06
10.84
 13.62 18.11 19.06 19.81 0.45 0.53 0.27 0.55 -18.75 -26.22 -32.91 0.51 0.19 0.33 7.18 12.32 11.29
4.74
5.26
9.33
17.11
-21.32
22.37
19.22
20.99
IJS
US Small Cap Value
6.49
10.41
21.19
11.54
7.65
8.75
10.79
 16.05 20.12 20.83 22.03 0.72 0.38 0.42 0.49 -20.98 -20.98 -40.32 0.36 0.42 0.27 8.52 8.33 10.84
6.49
6.54
7.33
14.68
-11.33
30.53
2.63
24.12
XLV
Healthcare
-0.04
7.73
19.69
7.21
6.84
7.74
10.61
 13.89 13.25 14.29 14.15 0.52 0.52 0.54 0.75 -15.62 -15.62 -15.62 0.44 0.50 0.68 6.19 6.19 5.32
-0.04
14.50
2.47
2.06
-2.09
25.59
13.34
20.45
CPER
Copper
4.20
15.54
32.71
35.68
12.42
10.70
10.34
 23.92 19.73 21.67 20.40 1.49 0.63 0.49 0.51 -13.24 -29.46 -34.19 0.94 0.36 0.30 6.66 13.15 13.66
4.20
38.95
4.23
4.55
-15.14
25.22
23.89
6.69
EWD
Sweden
6.18
10.27
20.65
32.39
17.25
8.62
10.32
 10.80 18.31 22.11 20.20 3.00 0.94 0.39 0.51 -15.45 -40.26 -40.26 1.12 0.21 0.26 5.41 16.57 13.02
6.18
36.54
-3.91
25.07
-27.79
22.86
22.26
21.74
EDEN
Denmark
6.53
13.77
18.85
18.11
9.19
7.18
10.27
 16.50 15.12 18.77 17.28 1.10 0.61 0.38 0.59 -19.94 -34.38 -34.38 0.46 0.21 0.30 9.75 12.18 9.83
6.53
10.59
-3.94
17.99
-11.44
14.80
42.55
24.37
XLE
Energy
14.18
16.84
19.08
20.39
7.91
25.67
10.18
 20.95 18.82 26.56 29.55 0.97 0.42 0.97 0.34 -14.36 -17.12 -58.14 0.55 1.50 0.18 6.02 6.07 18.33
14.18
7.88
5.56
-0.63
64.17
53.31
-32.51
11.73
EZA
South Africa
6.40
21.07
45.53
78.57
23.93
15.68
10.07
 12.92 21.98 22.99 25.23 6.08 1.09 0.68 0.40 -18.00 -33.64 -53.99 1.33 0.47 0.19 7.91 16.20 20.88
6.40
75.20
7.16
1.49
-5.13
7.92
-5.19
9.62
EWL
Switzerland
2.64
11.16
16.73
26.49
13.09
9.08
10.04
 8.58 14.25 16.10 14.18 3.09 0.92 0.56 0.71 -13.04 -27.53 -27.53 1.00 0.33 0.36 4.34 9.74 7.68
2.64
32.92
-2.81
17.70
-18.86
20.19
11.79
31.58
XLU
Utilities
1.31
-2.19
2.41
14.24
11.15
9.97
10.02
 8.99 14.57 16.70 15.13 1.58 0.76 0.60 0.66 -13.18 -17.63 -18.82 0.85 0.57 0.53 4.95 6.47 6.58
1.31
16.02
23.31
-7.17
1.42
16.81
0.57
25.91
EWQ
France
0.80
2.94
8.68
20.68
10.18
10.38
9.81
 5.21 13.57 17.69 18.28 3.97 0.75 0.59 0.54 -12.01 -29.04 -29.04 0.85 0.36 0.34 4.46 8.10 8.44
0.80
28.90
-5.63
21.72
-11.99
21.47
2.85
26.67
ICLN
Global Clean Energy
10.47
5.73
36.40
62.58
-2.77
-8.18
9.58
 16.12 24.52 27.05 26.68 3.88 -0.11 -0.30 0.36 -44.75 -60.77 -60.77 -0.06 -0.13 0.16 29.07 41.30 29.65
10.47
47.05
-25.72
-20.40
-5.41
-24.19
141.80
44.35
EFA
EAFE Stocks
4.90
8.55
17.19
31.68
15.75
10.22
9.38
 6.92 11.50 14.81 14.69 4.58 1.37 0.69 0.64 -10.13 -27.58 -27.58 1.56 0.37 0.34 3.17 7.99 7.75
4.90
31.55
3.49
18.38
-14.35
11.46
7.59
22.03
IGF
Global Infrastructure
4.97
7.31
10.79
25.13
13.80
11.89
9.25
 6.40 12.20 13.97 15.10 3.93 1.13 0.85 0.61 -12.72 -17.00 -29.59 1.09 0.70 0.31 3.52 4.81 7.16
4.97
21.31
14.81
6.13
-1.23
11.58
-6.50
25.81
KSA
Saudi Arabia
9.48
0.15
7.41
-2.88
3.54
7.65
9.23
 16.38 15.40 17.73 17.91 -0.18 0.23 0.43 0.52 -12.80 -27.10 -30.48 0.28 0.28 0.30 6.21 14.05 12.33
9.48
-8.20
-0.19
15.04
-6.07
33.56
2.63
9.30
EEM
Emerging Markets
8.02
8.40
23.45
41.68
15.45
4.50
9.21
 10.18 13.35 15.70 16.65 4.10 1.16 0.29 0.55 -12.51 -36.52 -36.52 1.23 0.12 0.25 4.42 18.52 15.49
8.02
33.98
6.49
8.95
-20.56
-3.61
17.03
18.20
EWA
Australia
5.96
5.43
8.47
16.44
7.49
7.52
9.05
 11.27 15.81 19.29 18.79 1.46 0.47 0.39 0.48 -15.00 -23.37 -31.36 0.50 0.32 0.29 6.36 7.85 7.80
5.96
13.35
1.60
13.83
-5.86
8.95
8.26
22.41
NORW
Norway
8.52
14.94
16.02
35.20
13.70
8.43
9.01
 14.50 16.30 20.09 21.46 2.43 0.84 0.42 0.42 -11.09 -30.84 -43.74 1.24 0.27 0.21 4.19 13.68 14.33
8.52
32.60
-2.50
4.97
-14.12
18.11
1.22
12.52
PPLT
Platinum
4.62
35.88
65.55
117.22
27.68
14.19
8.79
 32.86 27.41 25.00 23.67 3.57 1.01 0.57 0.37 -18.58 -30.16 -38.34 1.49 0.47 0.23 10.04 18.37 20.12
4.62
124.48
-8.90
-8.18
10.43
-10.75
10.78
20.85
EWS
Singapore
2.54
1.60
9.20
30.34
17.36
10.64
8.67
 7.01 13.37 14.47 16.97 4.33 1.30 0.74 0.51 -12.66 -24.34 -32.07 1.37 0.44 0.27 4.54 10.50 12.35
2.54
31.35
22.10
6.17
-9.79
5.56
-8.49
14.53
EWJ
Japan
6.17
6.56
20.79
31.24
16.87
7.63
8.59
 8.71 10.93 13.65 13.32 3.59 1.54 0.56 0.65 -7.03 -28.85 -28.85 2.40 0.26 0.30 2.69 10.35 8.95
6.17
25.84
7.03
20.32
-17.72
1.17
15.41
19.33
EIRL
Ireland
2.54
11.54
16.05
29.62
15.46
11.17
8.51
 9.69 15.66 20.95 20.31 3.06 0.99 0.53 0.42 -14.54 -39.15 -39.15 1.06 0.29 0.22 6.39 13.56 12.47
2.54
28.82
-1.63
35.12
-18.81
13.72
9.62
28.14
EWG
Germany
1.44
5.84
4.76
26.56
18.05
9.18
8.50
 9.83 14.77 19.54 19.54 2.70 1.22 0.47 0.44 -14.12 -41.66 -41.66 1.28 0.22 0.20 3.73 14.66 14.07
1.44
35.78
9.79
23.36
-22.20
5.84
10.57
19.15
DBC
Commodities
9.26
10.37
12.48
14.94
3.92
13.07
8.50
 13.53 11.85 14.95 15.86 1.10 0.33 0.87 0.54 -11.34 -22.97 -37.77 0.35 0.57 0.23 4.81 13.25 13.68
9.26
8.10
2.18
-6.19
19.34
41.36
-7.84
11.84
INDA
India
-4.27
-4.13
-1.71
1.47
8.40
7.28
8.38
 13.13 12.08 13.22 17.57 0.11 0.70 0.55 0.48 -17.23 -17.23 -34.00 0.49 0.42 0.25 6.35 7.01 8.35
-4.27
2.68
8.63
17.16
-8.94
21.41
14.83
6.49
EWU
United Kingdom
4.96
10.27
18.19
34.84
16.95
14.00
8.31
 5.56 10.86 13.87 15.37 6.27 1.56 1.01 0.54 -8.41 -21.24 -29.97 2.02 0.66 0.28 2.81 4.88 8.67
4.96
34.95
6.74
12.40
-4.38
18.22
-11.80
21.25
XLP
Consumer Staples
7.51
10.36
6.24
8.62
7.08
8.24
7.95
 10.80 11.18 12.85 12.64 0.80 0.63 0.64 0.63 -11.15 -12.86 -13.63 0.64 0.64 0.58 3.91 3.93 4.42
7.51
1.52
12.20
-0.82
-0.83
17.20
10.15
27.43
UAE
United Arab Emirates
7.17
5.14
3.25
25.69
16.40
13.84
7.95
 14.47 14.72 16.26 17.57 1.77 1.11 0.85 0.45 -10.21 -23.62 -42.37 1.61 0.59 0.19 3.71 12.46 14.61
7.17
21.34
15.26
2.90
-5.31
44.10
-7.26
1.58
GXG
Colombia
17.73
25.26
51.47
76.81
34.67
13.59
7.74
 17.16 21.53 24.29 27.30 4.48 1.61 0.56 0.28 -13.10 -41.89 -49.79 2.65 0.32 0.16 6.05 21.43 26.10
17.73
68.88
4.68
24.92
-25.06
-11.48
-16.32
30.40
EMQQ
Emerging Markets E-Commerce
-2.08
-9.35
-0.20
11.98
6.73
-9.73
7.38
 13.93 21.04 27.54 25.74 0.86 0.32 -0.35 0.29 -18.67 -67.75 -67.75 0.36 -0.14 0.11 8.33 47.58 35.42
-2.08
20.66
13.79
3.63
-30.70
-32.53
80.46
33.86
EWW
Mexico
8.35
15.08
27.31
59.13
12.88
16.92
7.26
 14.12 19.46 21.69 24.03 4.19 0.66 0.78 0.30 -29.73 -29.73 -46.59 0.43 0.57 0.16 13.37 11.51 16.60
8.35
53.64
-28.22
40.32
1.26
20.31
-3.05
12.64
XLRE
Real Estate
2.68
2.40
1.91
3.47
4.22
5.80
7.13
 7.31 16.10 19.10 16.99 0.47 0.26 0.30 0.42 -16.42 -32.25 -32.25 0.26 0.18 0.22 6.19 16.16 12.19
2.68
2.63
5.09
12.36
-26.25
45.26
-2.11
28.69
EWK
Belgium
7.33
12.34
20.32
42.91
14.15
9.00
6.94
 9.01 14.11 16.14 17.50 4.76 1.00 0.56 0.40 -11.69 -32.34 -32.96 1.21 0.28 0.21 4.57 11.36 12.57
7.33
35.34
0.19
7.45
-13.93
12.87
0.00
25.92
ECH
Chile
11.98
28.54
52.20
69.71
19.50
13.25
6.59
 15.29 19.65 25.50 26.39 4.56 0.99 0.52 0.25 -21.77 -29.46 -59.61 0.90 0.45 0.11 9.62 13.55 34.22
11.98
65.41
-8.67
8.97
25.17
-20.02
-7.11
-17.79
EWH
Hong Kong
10.02
12.03
16.57
49.42
6.70
2.43
6.30
 12.47 19.27 21.33 19.39 3.96 0.35 0.11 0.32 -26.52 -40.35 -40.35 0.25 0.06 0.16 15.73 24.62 18.48
10.02
34.50
0.01
-13.86
-6.82
-3.48
4.19
10.71
ENZL
New Zealand
3.69
3.59
5.52
6.76
-1.04
-4.91
5.96
 9.18 14.82 17.92 18.02 0.74 -0.07 -0.27 0.33 -19.32 -36.95 -37.29 -0.05 -0.13 0.16 9.01 24.04 17.73
3.69
2.46
-4.87
2.97
-16.17
-11.38
20.04
30.10
VNQ
US REITs
2.61
2.75
3.77
4.22
3.99
5.16
5.77
 7.89 16.17 18.77 17.60 0.54 0.25 0.28 0.33 -17.44 -32.77 -32.77 0.23 0.16 0.18 6.57 16.51 13.05
2.61
3.25
4.81
11.81
-26.24
40.52
-4.68
28.87
HYG
US High Yield Bonds
0.61
1.86
3.88
7.79
8.10
3.95
5.61
 2.65 4.91 7.59 7.38 2.94 1.65 0.52 0.76 -2.64 -15.25 -15.25 3.07 0.26 0.37 0.79 5.48 4.18
0.61
8.59
7.97
11.01
-10.99
3.75
4.48
14.09
QAT
Qatar
4.74
3.36
1.49
12.84
5.78
5.28
5.20
 8.53 12.13 13.44 15.94 1.51 0.48 0.39 0.33 -14.35 -27.26 -28.55 0.40 0.19 0.18 5.19 13.82 12.06
4.74
8.82
5.20
2.71
-7.23
14.42
6.85
-0.33
FXI
China
3.45
0.83
6.94
27.33
10.28
-2.11
4.91
 14.93 22.16 28.29 23.62 1.83 0.46 -0.07 0.21 -29.42 -56.74 -56.74 0.35 -0.04 0.09 12.55 32.98 25.23
3.45
28.95
28.98
-12.42
-20.67
-20.05
8.93
14.87
VNM
Vietnam
-0.05
9.64
19.36
65.31
16.04
3.84
4.44
 22.17 25.32 24.54 22.86 2.95 0.63 0.16 0.19 -23.75 -46.50 -46.50 0.68 0.08 0.10 11.33 30.04 24.37
-0.05
66.55
-11.15
15.02
-43.75
22.05
9.84
9.13
EMIF
Emerging Markets Infrastructure
8.12
13.54
24.41
43.60
13.17
8.14
4.27
 9.40 12.93 15.48 17.90 4.64 1.02 0.53 0.24 -14.23 -22.13 -39.25 0.93 0.37 0.11 4.69 8.28 20.40
8.12
33.90
1.21
5.68
-12.57
3.72
-19.97
16.32
TUR
Turkey
19.84
22.03
23.11
17.74
9.92
12.54
3.99
 24.59 26.04 30.73 33.01 0.72 0.38 0.41 0.12 -28.35 -30.79 -58.39 0.35 0.41 0.07 13.81 15.50 32.57
19.84
-1.54
12.91
-8.67
105.81
-27.48
-1.20
14.41
EMB
Emerg. Market Bonds
0.31
1.13
6.63
12.31
8.53
1.47
3.89
 3.68 7.25 10.16 10.06 3.34 1.18 0.15 0.39 -6.24 -26.75 -26.75 1.37 0.06 0.15 1.75 12.56 9.33
0.31
13.86
5.54
10.23
-18.64
-2.24
5.42
15.48
PFF
US Preferred Stocks
2.36
2.90
4.40
6.09
4.34
2.05
3.63
 5.30 8.62 10.83 10.02 1.15 0.50 0.19 0.36 -11.18 -20.63 -20.63 0.39 0.10 0.18 3.84 9.83 7.37
2.36
4.87
7.24
8.62
-18.80
7.13
7.44
15.92
LQD
US Invest. Grade Bonds
0.34
0.53
3.64
7.64
4.34
-0.40
3.19
 3.44 8.28 9.65 8.28 2.22 0.52 -0.04 0.39 -7.89 -22.99 -23.27 0.55 -0.02 0.14 2.35 11.89 8.81
0.34
7.90
0.86
9.41
-17.93
-1.85
10.97
17.37
THD
Thailand
5.85
5.45
13.45
13.74
-4.39
-0.90
3.12
 17.35 18.82 18.16 19.69 0.79 -0.23 -0.05 0.16 -31.08 -31.08 -39.98 -0.14 -0.03 0.08 20.64 16.80 20.03
5.85
2.36
-2.21
-12.63
1.22
1.85
-9.87
8.33
EWM
Malaysia
6.65
14.68
26.20
29.29
10.93
5.67
2.99
 11.24 14.82 15.20 15.27 2.61 0.74 0.37 0.20 -14.33 -21.04 -33.72 0.76 0.27 0.09 7.78 9.99 18.14
6.65
15.74
19.46
-3.61
-5.98
-7.41
3.17
-1.42
TIP
US TIPS
0.52
0.11
2.49
5.87
3.34
0.63
2.65
 2.69 4.52 6.21 5.10 2.18 0.74 0.10 0.52 -5.35 -14.76 -14.76 0.62 0.04 0.18 1.67 8.04 5.75
0.52
6.76
1.65
3.27
-13.10
5.67
10.84
8.35
BIL
US Cash
0.30
0.92
1.99
4.09
4.76
3.16
2.07
 0.08 0.18 0.62 0.57 49.40 26.72 5.09 3.65 0.00 -0.12 -0.16 476.45 26.29 12.53 0.00 0.04 0.04
0.30
4.15
5.19
4.94
1.40
-0.10
0.40
2.03
BNDX
International Bonds
0.52
-0.19
1.48
3.15
4.40
-0.01
2.00
 2.51 4.13 5.22 4.31 1.25 1.07 0.00 0.46 -1.89 -14.34 -14.88 2.32 0.00 0.13 0.69 7.39 5.61
0.52
2.87
3.56
8.78
-12.76
-2.28
4.65
7.87
BND
US Total Bond Market
0.22
0.51
3.42
6.68
3.54
-0.27
1.85
 2.74 5.74 6.33 5.14 2.44 0.62 -0.04 0.36 -6.03 -16.55 -17.28 0.59 -0.02 0.11 1.79 8.87 6.84
0.22
7.08
1.38
5.41
-13.11
-1.86
7.71
8.83
USO
WTI Crude Oil
14.98
9.59
-0.09
1.92
4.68
17.72
0.30
 28.29 23.36 26.12 37.52 0.07 0.20 0.68 0.01 -21.40 -29.06 -84.60 0.22 0.61 0.00 9.23 13.83 41.18
14.98
-8.46
13.35
-4.94
28.97
64.68
-67.79
32.61
EIDO
Indonesia
-5.62
-2.51
3.19
-0.01
-5.22
-1.77
0.28
 19.24 17.19 15.92 20.90 0.00 -0.30 -0.11 0.01 -30.29 -30.29 -48.60 -0.17 -0.06 0.01 15.19 12.40 19.32
-5.62
4.90
-13.01
2.57
-0.15
-0.60
-7.14
5.30
EPHE
Philippines
4.21
6.63
2.99
13.60
-0.53
-1.03
-0.96
 12.77 16.78 19.32 19.41 1.06 -0.03 -0.05 -0.05 -19.26 -32.20 -41.45 -0.03 -0.03 -0.02 9.56 16.39 23.07
4.21
1.56
-1.41
1.26
-15.86
-2.22
-3.94
8.50
TLT
US Long Term Treasuries
-0.03
-2.43
2.49
3.70
-3.01
-7.74
-1.11
 8.66 13.88 14.66 13.50 0.43 -0.22 -0.53 -0.08 -20.29 -42.19 -47.75 -0.15 -0.18 -0.02 9.14 28.32 25.18
-0.03
4.25
-8.05
2.51
-31.24
-4.60
18.15
14.12
UNG
Natural Gas
37.85
27.55
24.36
4.39
-23.18
-14.80
-18.81
 56.71 51.71 64.14 54.55 0.08 -0.45 -0.23 -0.34 -67.11 -90.32 -91.80 -0.35 -0.16 -0.20 50.51 67.12 61.59
37.85
-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.
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