Last Update: 31 May 2023
Investing in Information Technology has been the best Investment Theme in the last 10 years, with a +19.62% annualized return.
On the other side, the worst investment has been Natural Gas, with a -23.06% annualized return in the last 10 years.
Using ETFs, you can specialize and diversify your portfolio with your favorite Investment Themes.
You can also focus on more specific Investment Themes, like the following:
Investment Themes Historical Returns
Investment Theme Returns, for last 1,3,6 Months and 1,3,5,10 years.
Only ETFs with a historical serie longer than 10 years are displayed.
Columns are sortable, Investment Themes are pre-ordered by 10 year return.
INVESTMENT THEMES - HISTORICAL RETURNS (%)
Last Update: 31 May 2023
Highlighted values indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Apr 2023.
Waiting for updates, inflation of May 2023 is set to 0%.
Current inflation (annualized) is
1Y: 3.79%
, 3Y: 5.77%
, 5Y: 3.81%
, 10Y: 2.68%
| Ticker | ETF | 1M | 3M | 6M | 1Y | 3Y(*) | 5Y(*) | 10Y(*)▾ |
|---|---|---|---|---|---|---|---|---|
|
XLK
|
Information Technology |
8.92
|
20.60
|
21.45
|
18.15
|
19.89
|
20.00
|
19.62
|
|
QQQ
|
US Technology |
7.88
|
18.72
|
19.09
|
13.74
|
14.90
|
16.19
|
17.93
|
|
VUG
|
US Large Cap Growth |
5.17
|
14.51
|
14.18
|
9.50
|
11.87
|
13.23
|
13.92
|
|
EDEN
|
Denmark |
-3.93
|
4.65
|
12.87
|
13.24
|
14.81
|
11.54
|
12.99
|
|
XLV
|
Healthcare |
-4.27
|
0.91
|
-7.31
|
-1.76
|
9.00
|
11.00
|
12.03
|
|
SPY
|
US Large Cap Blend |
0.46
|
5.86
|
3.37
|
2.92
|
12.87
|
10.94
|
11.90
|
|
XLY
|
Consumer Discretionary |
2.54
|
4.49
|
4.33
|
-0.90
|
7.74
|
8.59
|
11.82
|
|
VTI
|
US Total Stock Market |
0.43
|
4.26
|
2.44
|
2.13
|
12.17
|
9.99
|
11.40
|
|
XLI
|
Industrials |
-3.15
|
-3.69
|
-3.94
|
4.11
|
14.47
|
7.33
|
10.41
|
|
VTV
|
US Large Cap Value |
-4.12
|
-2.87
|
-6.58
|
-3.93
|
12.78
|
8.08
|
9.73
|
|
EWT
|
Taiwan |
5.19
|
5.75
|
7.29
|
-4.44
|
15.37
|
10.51
|
9.58
|
|
ICLN
|
Global Clean Energy |
-1.98
|
-4.48
|
-13.18
|
-6.94
|
16.45
|
15.09
|
9.57
|
|
IJT
|
US Small Cap Growth |
0.19
|
-6.71
|
-7.84
|
-5.98
|
10.23
|
3.66
|
9.17
|
|
ARGT
|
Argentina |
1.30
|
0.20
|
21.01
|
31.02
|
23.30
|
7.04
|
9.15
|
|
XLU
|
Utilities |
-5.87
|
0.62
|
-7.68
|
-9.99
|
5.79
|
8.20
|
9.11
|
|
XLF
|
Financials |
-4.25
|
-10.65
|
-11.55
|
-8.51
|
12.95
|
5.35
|
9.10
|
|
IJH
|
US Mid Cap Blend |
-3.22
|
-7.00
|
-5.75
|
-2.66
|
12.56
|
5.94
|
8.99
|
|
XLP
|
Consumer Staples |
-6.16
|
1.37
|
-4.73
|
0.11
|
9.84
|
10.84
|
8.97
|
|
IJR
|
US Small Cap Blend |
-1.67
|
-9.41
|
-8.53
|
-7.27
|
13.45
|
3.75
|
8.89
|
|
CGW
|
Global Water |
-2.56
|
-0.66
|
0.21
|
2.17
|
10.88
|
9.02
|
8.89
|
|
EWN
|
Netherlands |
-1.06
|
2.62
|
8.08
|
8.08
|
12.32
|
7.84
|
8.77
|
|
IJK
|
US Mid Cap Growth |
-2.83
|
-4.47
|
-4.67
|
-1.48
|
8.59
|
5.25
|
8.72
|
|
XLB
|
Materials |
-6.87
|
-7.93
|
-8.36
|
-10.76
|
12.84
|
7.43
|
8.63
|
|
VOE
|
US Mid Cap Value |
-5.24
|
-7.98
|
-9.16
|
-9.92
|
12.79
|
5.51
|
8.57
|
|
IJS
|
US Small Cap Value |
-3.66
|
-12.06
|
-9.53
|
-8.86
|
16.33
|
3.20
|
8.10
|
|
EIRL
|
Ireland |
-2.57
|
5.45
|
18.24
|
17.00
|
15.25
|
3.81
|
8.07
|
|
VT
|
World All Countries |
-1.21
|
3.05
|
2.64
|
0.86
|
10.34
|
6.70
|
8.04
|
|
EWL
|
Switzerland |
-3.78
|
6.69
|
7.88
|
3.65
|
8.47
|
8.98
|
6.80
|
|
EWQ
|
France |
-6.49
|
1.31
|
9.93
|
11.45
|
15.72
|
5.87
|
6.76
|
|
ENZL
|
New Zealand |
-4.49
|
-2.59
|
-1.76
|
0.25
|
-0.52
|
2.15
|
6.73
|
|
INDA
|
India |
1.41
|
7.47
|
-5.74
|
0.65
|
17.49
|
6.20
|
6.60
|
|
XLRE
|
Real Estate |
-4.53
|
-5.02
|
-6.45
|
-15.56
|
4.50
|
6.07
|
6.38
|
|
XLC
|
Communication Services |
3.91
|
16.65
|
21.46
|
4.43
|
5.73
|
7.33
|
6.15
|
|
PALL
|
Palladium |
-9.12
|
-3.73
|
-27.70
|
-31.57
|
-11.50
|
6.08
|
5.59
|
|
IGF
|
Global Infrastructure |
-5.45
|
-0.47
|
-2.31
|
-7.13
|
8.49
|
4.41
|
5.47
|
|
VNQ
|
US REITs |
-3.96
|
-5.76
|
-6.98
|
-15.87
|
4.80
|
4.07
|
5.34
|
|
VGK
|
Europe |
-5.12
|
1.24
|
7.20
|
4.26
|
10.68
|
4.15
|
5.05
|
|
EWJ
|
Japan |
0.85
|
6.08
|
6.58
|
4.26
|
3.83
|
1.49
|
4.75
|
|
EFA
|
EAFE Stocks |
-4.01
|
1.90
|
5.71
|
3.63
|
8.79
|
3.34
|
4.64
|
|
EWK
|
Belgium |
-8.92
|
-6.33
|
-0.11
|
-4.97
|
5.45
|
-0.21
|
4.64
|
|
VPL
|
Pacific |
-1.16
|
2.78
|
3.07
|
-0.43
|
5.54
|
1.34
|
4.54
|
|
EWD
|
Sweden |
-7.71
|
-2.77
|
3.12
|
-2.64
|
7.88
|
5.06
|
4.28
|
|
EWI
|
Italy |
-6.25
|
-1.10
|
8.29
|
7.70
|
13.08
|
3.07
|
4.18
|
|
EWC
|
Canada |
-5.51
|
-2.32
|
-4.11
|
-10.14
|
12.12
|
5.26
|
4.06
|
|
EWO
|
Austria |
-7.05
|
-8.35
|
1.32
|
-4.59
|
13.17
|
-0.84
|
3.64
|
|
EWA
|
Australia |
-5.49
|
-4.41
|
-5.96
|
-6.82
|
11.05
|
3.85
|
3.50
|
|
EIS
|
Israel |
-3.05
|
-3.05
|
-13.94
|
-18.47
|
0.73
|
1.35
|
3.38
|
|
XLE
|
Energy |
-10.03
|
-7.55
|
-14.24
|
-8.41
|
31.48
|
5.33
|
3.37
|
|
GLD
|
Gold |
-1.34
|
7.39
|
10.62
|
6.53
|
3.82
|
8.17
|
3.13
|
|
EWG
|
Germany |
-4.86
|
2.53
|
10.24
|
5.58
|
5.50
|
0.14
|
3.03
|
|
HYG
|
High Yield Bonds |
-1.23
|
0.94
|
0.38
|
-1.98
|
1.07
|
2.06
|
2.93
|
|
PFF
|
Preferred Stocks |
-2.36
|
-5.23
|
-2.18
|
-7.75
|
-0.01
|
1.02
|
2.72
|
|
EWH
|
Hong Kong |
-9.03
|
-7.02
|
-4.06
|
-12.09
|
1.20
|
-3.54
|
2.67
|
|
EWY
|
South Korea |
3.48
|
7.32
|
4.66
|
-6.63
|
6.88
|
-1.26
|
2.55
|
|
EWU
|
United Kingdom |
-5.98
|
-1.18
|
2.69
|
-0.60
|
11.19
|
1.40
|
2.42
|
|
EWP
|
Spain |
-5.43
|
-1.42
|
11.92
|
6.07
|
10.77
|
0.77
|
2.35
|
|
LQD
|
Invest. Grade Bonds |
-1.76
|
2.63
|
1.82
|
-2.52
|
-3.92
|
1.68
|
2.34
|
|
BNDX
|
International Bonds |
0.14
|
2.92
|
0.92
|
-1.31
|
-3.15
|
0.44
|
1.86
|
|
EMB
|
Emerg. Market Bonds |
-1.18
|
0.74
|
0.13
|
-2.77
|
-3.36
|
-0.43
|
1.53
|
|
TIP
|
TIPS |
-1.71
|
1.16
|
0.52
|
-5.71
|
-0.43
|
2.20
|
1.42
|
|
EEM
|
Emerging Markets |
-2.40
|
-0.10
|
-1.90
|
-8.29
|
2.40
|
-1.39
|
1.39
|
|
BND
|
US Total Bond Market |
-1.16
|
2.08
|
1.58
|
-2.40
|
-3.82
|
0.80
|
1.34
|
|
TLT
|
Long Term Treasuries |
-3.01
|
2.03
|
1.50
|
-9.43
|
-12.71
|
-1.20
|
1.31
|
|
EWW
|
Mexico |
-1.69
|
3.83
|
13.31
|
19.09
|
26.38
|
8.69
|
0.84
|
|
BIL
|
US Cash |
0.38
|
1.14
|
2.15
|
3.16
|
1.02
|
1.33
|
0.77
|
|
EPU
|
Peru |
-5.13
|
1.34
|
0.90
|
0.30
|
6.28
|
-4.11
|
0.38
|
|
THD
|
Thailand |
-3.51
|
-3.84
|
-6.31
|
-7.62
|
1.72
|
-3.75
|
0.36
|
|
EWS
|
Singapore |
-5.63
|
-1.93
|
-1.35
|
0.86
|
4.77
|
-2.84
|
0.16
|
|
SLV
|
Silver |
-6.04
|
12.44
|
5.78
|
8.92
|
9.06
|
6.93
|
0.08
|
|
CPER
|
Copper |
-5.16
|
-8.94
|
-0.88
|
-12.90
|
13.40
|
2.96
|
-0.03
|
|
NORW
|
Norway |
-7.04
|
-10.46
|
-14.96
|
-23.01
|
6.57
|
-2.67
|
-0.38
|
|
EZA
|
South Africa |
-13.76
|
-9.61
|
-15.40
|
-20.51
|
7.40
|
-4.81
|
-0.59
|
|
FXI
|
China |
-8.33
|
-7.12
|
-5.85
|
-16.41
|
-10.86
|
-8.99
|
-0.75
|
|
FLLA
|
Latin America |
0.10
|
4.06
|
2.02
|
-3.54
|
13.38
|
1.69
|
-1.04
|
|
DBC
|
Commodities |
-6.41
|
-7.20
|
-12.97
|
-22.97
|
23.49
|
4.84
|
-1.24
|
|
EWZ
|
Brazil |
1.95
|
5.68
|
-1.46
|
-7.81
|
10.02
|
1.51
|
-1.48
|
|
EIDO
|
Indonesia |
-5.54
|
2.05
|
-0.65
|
-4.13
|
12.57
|
0.12
|
-2.04
|
|
EMIF
|
Emerging Markets Infrastructure |
-2.63
|
0.14
|
-1.52
|
-7.84
|
1.59
|
-4.33
|
-2.06
|
|
EPOL
|
Poland |
-3.63
|
7.67
|
14.57
|
5.60
|
3.05
|
-3.82
|
-2.15
|
|
GREK
|
Greece |
8.52
|
4.42
|
28.25
|
28.58
|
22.15
|
6.42
|
-2.82
|
|
EPHE
|
Philippines |
-5.48
|
-3.29
|
-4.15
|
-11.61
|
1.76
|
-3.82
|
-3.31
|
|
VNM
|
Vietnam |
2.30
|
10.39
|
-1.85
|
-21.80
|
-2.60
|
-5.10
|
-3.59
|
|
PPLT
|
Platinum |
-7.24
|
4.58
|
-3.78
|
2.46
|
5.26
|
1.34
|
-4.26
|
|
BNO
|
Brent Oil |
-9.47
|
-11.44
|
-14.93
|
-28.14
|
35.61
|
2.43
|
-4.35
|
|
ECH
|
Chile |
-0.53
|
0.53
|
6.93
|
-0.75
|
10.61
|
-7.55
|
-4.37
|
|
EWM
|
Malaysia |
-5.74
|
-5.61
|
-8.73
|
-12.53
|
-2.86
|
-5.52
|
-4.43
|
|
TUR
|
Turkey |
-2.00
|
-14.46
|
-11.08
|
47.33
|
14.89
|
1.36
|
-5.52
|
|
EGPT
|
Egypt |
-2.26
|
3.99
|
1.42
|
-1.39
|
-3.00
|
-10.04
|
-6.09
|
|
GXG
|
Colombia |
-2.04
|
2.29
|
-7.54
|
-40.51
|
-1.98
|
-11.92
|
-10.33
|
|
USO
|
WTI Crude Oil |
-10.18
|
-9.79
|
-13.67
|
-29.06
|
32.81
|
-10.97
|
-13.58
|
|
UNG
|
Natural Gas |
-11.56
|
-32.02
|
-70.78
|
-77.79
|
-18.18
|
-23.65
|
-23.06
|
Stocks
Bonds
Commodities
(*) annualized
Readings that may interest you
Investment Theme Yearly Returns
Click on column header to sort data.
INVESTMENT THEMES - YEARLY RETURNS (%)
Last Update: 31 May 2023
Highlighted values indicate returns lower than the US Inflation recorded in the same period.
US Inflation is updated to Apr 2023.
Waiting for updates, inflation of May 2023 is set to 0%.
| Ticker | ETF | 2023(*) | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|
|
XLK
|
Information Technology |
32.31
|
-27.73
|
34.83
|
43.62
|
49.86
|
-1.66
|
|
QQQ
|
US Technology |
30.89
|
-32.58
|
27.42
|
48.40
|
38.96
|
-0.12
|
|
VUG
|
US Large Cap Growth |
24.60
|
-33.15
|
27.34
|
40.22
|
37.03
|
-3.31
|
|
EDEN
|
Denmark |
9.32
|
-11.44
|
14.80
|
42.55
|
24.37
|
-14.42
|
|
XLV
|
Healthcare |
-5.54
|
-2.09
|
25.59
|
13.34
|
20.45
|
6.28
|
|
SPY
|
US Large Cap Blend |
9.68
|
-18.17
|
28.74
|
18.37
|
31.22
|
-4.56
|
|
XLY
|
Consumer Discretionary |
17.74
|
-36.27
|
27.93
|
29.63
|
28.39
|
1.59
|
|
VTI
|
US Total Stock Market |
8.80
|
-19.51
|
25.67
|
21.03
|
30.67
|
-5.21
|
|
XLI
|
Industrials |
-0.99
|
-5.58
|
21.09
|
10.96
|
29.09
|
-13.24
|
|
VTV
|
US Large Cap Value |
-3.39
|
-2.07
|
26.51
|
2.26
|
25.65
|
-5.44
|
|
EWT
|
Taiwan |
15.04
|
-28.84
|
28.94
|
31.50
|
33.33
|
-9.92
|
|
ICLN
|
Global Clean Energy |
-7.61
|
-5.41
|
-24.19
|
141.80
|
44.35
|
-9.02
|
|
IJT
|
US Small Cap Growth |
-0.84
|
-21.32
|
22.37
|
19.22
|
20.99
|
-4.39
|
|
ARGT
|
Argentina |
17.16
|
10.36
|
3.83
|
14.57
|
14.50
|
-32.63
|
|
XLU
|
Utilities |
-7.23
|
1.42
|
16.81
|
0.57
|
25.91
|
3.92
|
|
XLF
|
Financials |
-6.68
|
-10.60
|
34.82
|
-1.68
|
31.87
|
-13.04
|
|
IJH
|
US Mid Cap Blend |
-0.29
|
-13.10
|
24.71
|
13.58
|
26.10
|
-11.18
|
|
XLP
|
Consumer Staples |
-2.06
|
-0.83
|
17.20
|
10.15
|
27.43
|
-8.07
|
|
IJR
|
US Small Cap Blend |
-1.99
|
-16.19
|
26.60
|
11.28
|
22.82
|
-8.49
|
|
CGW
|
Global Water |
3.86
|
-21.99
|
31.71
|
15.42
|
34.04
|
-10.42
|
|
EWN
|
Netherlands |
12.43
|
-24.41
|
22.74
|
23.22
|
32.46
|
-15.36
|
|
IJK
|
US Mid Cap Growth |
1.51
|
-19.03
|
18.68
|
22.44
|
25.96
|
-10.52
|
|
XLB
|
Materials |
-3.01
|
-12.31
|
27.45
|
20.52
|
24.13
|
-14.87
|
|
VOE
|
US Mid Cap Value |
-4.89
|
-7.95
|
28.76
|
2.59
|
27.84
|
-12.45
|
|
IJS
|
US Small Cap Value |
-3.26
|
-11.33
|
30.53
|
2.63
|
24.12
|
-12.84
|
|
EIRL
|
Ireland |
20.18
|
-18.81
|
13.72
|
9.62
|
28.14
|
-21.91
|
|
VT
|
World All Countries |
7.40
|
-18.01
|
18.27
|
16.61
|
26.82
|
-9.76
|
|
EWL
|
Switzerland |
10.35
|
-18.86
|
20.19
|
11.79
|
31.58
|
-9.19
|
|
EWQ
|
France |
11.72
|
-11.99
|
21.47
|
2.85
|
26.67
|
-12.88
|
|
ENZL
|
New Zealand |
-1.79
|
-16.17
|
-11.38
|
20.04
|
30.10
|
0.35
|
|
INDA
|
India |
-0.10
|
-8.94
|
21.41
|
14.83
|
6.49
|
-6.69
|
|
XLRE
|
Real Estate |
-1.72
|
-26.25
|
45.26
|
-2.11
|
28.69
|
-2.37
|
|
XLC
|
Communication Services |
30.05
|
-37.63
|
15.96
|
26.91
|
31.05
|
-16.77
|
|
PALL
|
Palladium |
-23.51
|
-6.28
|
-23.26
|
25.26
|
53.94
|
17.23
|
|
IGF
|
Global Infrastructure |
1.00
|
-1.23
|
11.58
|
-6.50
|
25.81
|
-9.94
|
|
VNQ
|
US REITs |
-2.06
|
-26.24
|
40.52
|
-4.68
|
28.87
|
-6.02
|
|
VGK
|
Europe |
9.02
|
-16.00
|
16.88
|
6.11
|
24.86
|
-14.91
|
|
EWJ
|
Japan |
9.00
|
-17.72
|
1.17
|
15.41
|
19.33
|
-14.10
|
|
EFA
|
EAFE Stocks |
7.66
|
-14.35
|
11.46
|
7.59
|
22.03
|
-13.81
|
|
EWK
|
Belgium |
-2.51
|
-13.93
|
12.87
|
0.00
|
25.92
|
-20.39
|
|
VPL
|
Pacific |
5.05
|
-15.20
|
1.12
|
16.67
|
18.16
|
-14.40
|
|
EWD
|
Sweden |
6.22
|
-27.79
|
22.86
|
22.26
|
21.74
|
-12.76
|
|
EWI
|
Italy |
10.17
|
-14.10
|
14.41
|
1.67
|
26.97
|
-17.20
|
|
EWC
|
Canada |
1.62
|
-12.95
|
27.00
|
5.52
|
27.56
|
-17.16
|
|
EWO
|
Austria |
3.42
|
-21.92
|
31.54
|
-3.68
|
17.07
|
-22.87
|
|
EWA
|
Australia |
-1.62
|
-5.86
|
8.95
|
8.26
|
22.41
|
-12.02
|
|
EIS
|
Israel |
-6.27
|
-27.03
|
22.84
|
12.01
|
20.94
|
-4.83
|
|
XLE
|
Energy |
-11.54
|
64.17
|
53.31
|
-32.51
|
11.73
|
-18.21
|
|
GLD
|
Gold |
7.47
|
-0.77
|
-4.15
|
24.81
|
17.86
|
-1.94
|
|
EWG
|
Germany |
13.14
|
-22.20
|
5.84
|
10.57
|
19.15
|
-21.37
|
|
HYG
|
High Yield Bonds |
2.17
|
-10.99
|
3.75
|
4.48
|
14.09
|
-2.03
|
|
PFF
|
Preferred Stocks |
1.51
|
-18.80
|
7.13
|
7.44
|
15.92
|
-4.63
|
|
EWH
|
Hong Kong |
-9.80
|
-6.82
|
-3.48
|
4.19
|
10.71
|
-8.73
|
|
EWY
|
South Korea |
11.15
|
-26.60
|
-7.56
|
39.44
|
7.95
|
-20.38
|
|
EWU
|
United Kingdom |
4.04
|
-4.38
|
18.22
|
-11.80
|
21.25
|
-14.28
|
|
EWP
|
Spain |
11.75
|
-5.16
|
0.27
|
-3.95
|
11.91
|
-15.32
|
|
LQD
|
Invest. Grade Bonds |
3.43
|
-17.93
|
-1.85
|
10.97
|
17.37
|
-3.79
|
|
BNDX
|
International Bonds |
3.77
|
-12.76
|
-2.28
|
4.65
|
7.87
|
2.81
|
|
EMB
|
Emerg. Market Bonds |
1.51
|
-18.64
|
-2.24
|
5.42
|
15.48
|
-5.47
|
|
TIP
|
TIPS |
1.86
|
-13.10
|
5.67
|
10.84
|
8.35
|
-1.42
|
|
EEM
|
Emerging Markets |
0.77
|
-20.56
|
-3.61
|
17.03
|
18.20
|
-15.31
|
|
BND
|
US Total Bond Market |
2.41
|
-13.11
|
-1.86
|
7.71
|
8.83
|
-0.12
|
|
TLT
|
Long Term Treasuries |
4.23
|
-31.24
|
-4.60
|
18.15
|
14.12
|
-1.61
|
|
EWW
|
Mexico |
21.03
|
1.26
|
20.31
|
-3.05
|
12.64
|
-14.59
|
|
BIL
|
US Cash |
1.78
|
1.40
|
-0.10
|
0.40
|
2.03
|
1.74
|
|
EPU
|
Peru |
2.65
|
2.13
|
-11.83
|
-4.31
|
7.31
|
-12.16
|
|
THD
|
Thailand |
-9.07
|
1.22
|
1.85
|
-9.87
|
8.33
|
-8.21
|
|
EWS
|
Singapore |
-0.27
|
-9.79
|
5.56
|
-8.49
|
14.53
|
-11.33
|
|
SLV
|
Silver |
-1.86
|
2.37
|
-12.45
|
47.30
|
14.88
|
-9.19
|
|
CPER
|
Copper |
-2.04
|
-15.14
|
25.22
|
23.89
|
6.69
|
-21.94
|
|
NORW
|
Norway |
-10.92
|
-14.12
|
18.11
|
1.22
|
12.52
|
-8.03
|
|
EZA
|
South Africa |
-12.66
|
-5.13
|
7.92
|
-5.19
|
9.62
|
-25.23
|
|
FXI
|
China |
-8.23
|
-20.67
|
-20.05
|
8.93
|
14.87
|
-13.26
|
|
FLLA
|
Latin America |
7.08
|
7.75
|
-9.34
|
-15.02
|
19.53
|
-6.47
|
|
DBC
|
Commodities |
-10.55
|
19.34
|
41.36
|
-7.84
|
11.84
|
-11.62
|
|
EWZ
|
Brazil |
3.04
|
12.35
|
-17.27
|
-20.33
|
27.65
|
-2.57
|
|
EIDO
|
Indonesia |
4.42
|
-0.15
|
-0.60
|
-7.14
|
5.30
|
-10.89
|
|
EMIF
|
Emerging Markets Infrastructure |
1.54
|
-12.57
|
3.72
|
-19.97
|
16.32
|
-13.69
|
|
EPOL
|
Poland |
9.83
|
-24.62
|
12.22
|
-8.37
|
-6.14
|
-13.78
|
|
GREK
|
Greece |
27.63
|
0.98
|
6.16
|
-14.48
|
50.20
|
-31.24
|
|
EPHE
|
Philippines |
-2.48
|
-15.86
|
-2.22
|
-3.94
|
8.50
|
-17.50
|
|
VNM
|
Vietnam |
4.98
|
-43.75
|
22.05
|
9.84
|
9.13
|
-16.83
|
|
PPLT
|
Platinum |
-7.12
|
10.43
|
-10.75
|
10.78
|
20.85
|
-14.95
|
|
BNO
|
Brent Oil |
-13.76
|
35.25
|
62.34
|
-38.23
|
36.01
|
-15.30
|
|
ECH
|
Chile |
4.32
|
25.17
|
-20.02
|
-7.11
|
-17.79
|
-18.96
|
|
EWM
|
Malaysia |
-10.16
|
-5.98
|
-7.41
|
3.17
|
-1.42
|
-6.27
|
|
TUR
|
Turkey |
-17.97
|
105.81
|
-27.48
|
-1.20
|
14.41
|
-41.48
|
|
EGPT
|
Egypt |
-5.84
|
-24.63
|
11.36
|
-11.50
|
6.81
|
-13.85
|
|
GXG
|
Colombia |
-3.02
|
-25.06
|
-11.48
|
-16.32
|
30.40
|
-19.90
|
|
USO
|
WTI Crude Oil |
-13.52
|
28.97
|
64.68
|
-67.79
|
32.61
|
-19.57
|
|
UNG
|
Natural Gas |
-56.03
|
12.89
|
35.76
|
-45.43
|
-31.77
|
5.96
|
Stocks
Bonds
Commodities
(*)YTD - 31 May 2023
Investment Theme Drawdowns
Investment Theme Maximum Drawdowns, in last 3,5,10 years.
The following table represents Investment Theme total returns and maximum drawdown in the same period. Columns are sortable.
INVESTMENT THEMES - TOTAL RETURNS vs DRAWDOWNS (%)
Return: Total Return (%) - DD: Maximum Drawdown (%)
Last Update: 31 May 2023
|
3Y
|
5Y
|
10Y
|
|||||
|---|---|---|---|---|---|---|---|
| Ticker | ETF | Return | DD | Return | DD | Return | DD |
|
XLK
|
Information Technology | +72.34 | -31.22 | +148.85 | -31.22 | +500.07 | -31.22 |
|
QQQ
|
US Technology | +51.71 | -32.58 | +111.77 | -32.58 | +420.28 | -32.58 |
|
VUG
|
US Large Cap Growth | +39.99 | -33.15 | +86.16 | -33.15 | +268.16 | -33.15 |
|
EDEN
|
Denmark | +51.34 | -34.38 | +72.65 | -34.38 | +239.29 | -34.38 |
|
XLV
|
Healthcare | +29.52 | -13.07 | +68.49 | -13.07 | +211.38 | -13.21 |
|
SPY
|
US Large Cap Blend | +43.78 | -23.93 | +68.06 | -23.93 | +207.86 | -23.93 |
|
XLY
|
Consumer Discretionary | +25.06 | -36.27 | +51.01 | -36.27 | +205.76 | -36.27 |
|
VTI
|
US Total Stock Market | +41.12 | -24.81 | +61.01 | -24.81 | +194.38 | -24.81 |
|
XLI
|
Industrials | +50.01 | -20.74 | +42.44 | -27.13 | +169.32 | -27.13 |
|
VTV
|
US Large Cap Value | +43.46 | -15.33 | +47.47 | -25.07 | +153.13 | -25.07 |
|
EWT
|
Taiwan | +53.55 | -37.46 | +64.79 | -37.46 | +149.58 | -37.46 |
|
ICLN
|
Global Clean Energy | +57.92 | -37.21 | +101.94 | -37.21 | +149.39 | -37.21 |
|
IJT
|
US Small Cap Growth | +33.93 | -26.22 | +19.68 | -32.91 | +140.45 | -32.91 |
|
ARGT
|
Argentina | +87.44 | -30.81 | +40.55 | -49.03 | +139.95 | -55.87 |
|
XLU
|
Utilities | +18.41 | -11.29 | +48.28 | -18.82 | +139.11 | -18.82 |
|
XLF
|
Financials | +44.12 | -23.13 | +29.76 | -31.75 | +138.94 | -31.75 |
|
IJH
|
US Mid Cap Blend | +42.61 | -21.57 | +33.45 | -29.70 | +136.43 | -29.70 |
|
XLP
|
Consumer Staples | +32.53 | -12.86 | +67.31 | -13.28 | +135.98 | -13.63 |
|
IJR
|
US Small Cap Blend | +46.02 | -23.11 | +20.22 | -36.12 | +134.45 | -36.12 |
|
CGW
|
Global Water | +36.34 | -32.28 | +54.02 | -32.28 | +134.38 | -32.28 |
|
EWN
|
Netherlands | +41.68 | -41.29 | +45.86 | -41.29 | +131.84 | -41.29 |
|
IJK
|
US Mid Cap Growth | +28.05 | -25.49 | +29.15 | -25.49 | +130.62 | -25.49 |
|
XLB
|
Materials | +43.69 | -23.73 | +43.08 | -26.15 | +128.75 | -26.15 |
|
VOE
|
US Mid Cap Value | +43.47 | -17.81 | +30.76 | -31.25 | +127.49 | -31.25 |
|
IJS
|
US Small Cap Value | +57.44 | -20.65 | +17.08 | -40.32 | +117.83 | -40.32 |
|
EIRL
|
Ireland | +53.10 | -39.15 | +20.53 | -39.15 | +117.25 | -39.15 |
|
VT
|
World All Countries | +34.33 | -25.52 | +38.30 | -25.52 | +116.74 | -25.52 |
|
EWL
|
Switzerland | +27.62 | -27.53 | +53.74 | -27.53 | +93.06 | -27.53 |
|
EWQ
|
France | +54.96 | -29.04 | +33.00 | -29.04 | +92.31 | -29.04 |
|
ENZL
|
New Zealand | -1.55 | -37.29 | +11.22 | -37.29 | +91.89 | -37.29 |
|
INDA
|
India | +62.16 | -15.45 | +35.09 | -32.31 | +89.42 | -34.00 |
|
XLRE
|
Real Estate | +14.12 | -28.90 | +34.28 | -28.90 | +85.56 | -28.90 |
|
XLC
|
Communication Services | +18.18 | -43.46 | +42.45 | -43.46 | +81.57 | -43.46 |
|
PALL
|
Palladium | -30.69 | -54.01 | +34.32 | -54.01 | +72.28 | -54.01 |
|
IGF
|
Global Infrastructure | +27.69 | -17.00 | +24.08 | -29.59 | +70.30 | -29.59 |
|
VNQ
|
US REITs | +15.09 | -29.31 | +22.09 | -29.31 | +68.26 | -29.31 |
|
VGK
|
Europe | +35.60 | -30.98 | +22.55 | -30.98 | +63.67 | -30.98 |
|
EWJ
|
Japan | +11.95 | -28.85 | +7.68 | -28.85 | +58.99 | -28.85 |
|
EFA
|
EAFE Stocks | +28.75 | -27.58 | +17.83 | -27.58 | +57.40 | -27.58 |
|
EWK
|
Belgium | +17.26 | -32.34 | -1.06 | -32.34 | +57.37 | -32.96 |
|
VPL
|
Pacific | +17.55 | -28.15 | +6.88 | -28.15 | +55.82 | -28.15 |
|
EWD
|
Sweden | +25.56 | -40.26 | +27.99 | -40.26 | +52.00 | -40.26 |
|
EWI
|
Italy | +44.60 | -32.87 | +16.32 | -32.87 | +50.56 | -35.53 |
|
EWC
|
Canada | +40.95 | -22.93 | +29.20 | -26.90 | +48.92 | -34.11 |
|
EWO
|
Austria | +44.96 | -37.60 | -4.12 | -42.34 | +43.04 | -47.58 |
|
EWA
|
Australia | +36.94 | -23.37 | +20.77 | -31.36 | +41.07 | -31.36 |
|
EIS
|
Israel | +2.19 | -31.61 | +6.93 | -31.61 | +39.37 | -31.61 |
|
XLE
|
Energy | +127.30 | -23.68 | +29.62 | -58.14 | +39.28 | -63.92 |
|
GLD
|
Gold | +11.91 | -18.08 | +48.11 | -18.08 | +36.14 | -24.63 |
|
EWG
|
Germany | +17.43 | -41.66 | +0.72 | -41.66 | +34.77 | -41.66 |
|
HYG
|
High Yield Bonds | +3.25 | -15.25 | +10.76 | -15.25 | +33.47 | -15.25 |
|
PFF
|
Preferred Stocks | -0.03 | -19.74 | +5.19 | -19.74 | +30.84 | -19.74 |
|
EWH
|
Hong Kong | +3.64 | -40.35 | -16.47 | -40.35 | +30.15 | -40.35 |
|
EWY
|
South Korea | +22.11 | -48.08 | -6.12 | -48.08 | +28.68 | -48.08 |
|
EWU
|
United Kingdom | +37.48 | -21.24 | +7.19 | -29.97 | +27.03 | -29.97 |
|
EWP
|
Spain | +35.90 | -32.46 | +3.89 | -32.46 | +26.12 | -41.58 |
|
LQD
|
Invest. Grade Bonds | -11.30 | -23.27 | +8.66 | -23.27 | +26.07 | -23.27 |
|
BNDX
|
International Bonds | -9.15 | -14.88 | +2.20 | -14.88 | +20.20 | -14.88 |
|
EMB
|
Emerg. Market Bonds | -9.75 | -26.75 | -2.15 | -26.75 | +16.43 | -26.75 |
|
TIP
|
TIPS | -1.27 | -14.74 | +11.50 | -14.74 | +15.20 | -14.74 |
|
EEM
|
Emerging Markets | +7.39 | -36.52 | -6.78 | -36.52 | +14.85 | -36.52 |
|
BND
|
US Total Bond Market | -11.03 | -17.28 | +4.08 | -17.28 | +14.25 | -17.28 |
|
TLT
|
Long Term Treasuries | -33.49 | -41.64 | -5.87 | -41.64 | +13.92 | -41.64 |
|
EWW
|
Mexico | +101.83 | -18.30 | +51.70 | -43.30 | +8.69 | -55.47 |
|
BIL
|
US Cash | +3.10 | -0.14 | +6.82 | -0.16 | +8.01 | -0.28 |
|
EPU
|
Peru | +20.05 | -31.60 | -18.91 | -42.89 | +3.90 | -45.01 |
|
THD
|
Thailand | +5.26 | -17.33 | -17.38 | -39.40 | +3.61 | -39.98 |
|
EWS
|
Singapore | +15.02 | -24.34 | -13.42 | -28.40 | +1.62 | -32.07 |
|
SLV
|
Silver | +29.71 | -36.79 | +39.78 | -36.79 | +0.79 | -42.26 |
|
CPER
|
Copper | +45.84 | -29.46 | +15.70 | -29.46 | -0.31 | -40.52 |
|
NORW
|
Norway | +21.02 | -30.84 | -12.66 | -43.74 | -3.72 | -44.21 |
|
EZA
|
South Africa | +23.87 | -33.64 | -21.84 | -46.66 | -5.77 | -53.99 |
|
FXI
|
China | -29.16 | -56.74 | -37.55 | -56.74 | -7.26 | -56.74 |
|
FLLA
|
Latin America | +45.75 | -22.53 | +8.76 | -46.22 | -9.96 | -50.15 |
|
DBC
|
Commodities | +88.31 | -22.97 | +26.65 | -37.77 | -11.70 | -57.91 |
|
EWZ
|
Brazil | +33.15 | -28.49 | +7.77 | -50.35 | -13.88 | -61.50 |
|
EIDO
|
Indonesia | +42.66 | -13.67 | +0.60 | -45.80 | -18.60 | -51.45 |
|
EMIF
|
Emerging Markets Infrastructure | +4.85 | -22.13 | -19.84 | -37.28 | -18.83 | -39.25 |
|
EPOL
|
Poland | +9.42 | -52.77 | -17.71 | -52.87 | -19.56 | -60.36 |
|
GREK
|
Greece | +82.24 | -25.28 | +36.50 | -43.83 | -24.90 | -74.10 |
|
EPHE
|
Philippines | +5.37 | -32.20 | -17.68 | -36.03 | -28.61 | -43.71 |
|
VNM
|
Vietnam | -7.60 | -46.50 | -23.03 | -46.50 | -30.65 | -49.34 |
|
PPLT
|
Platinum | +16.63 | -30.16 | +6.89 | -30.16 | -35.29 | -54.31 |
|
BNO
|
Brent Oil | +149.39 | -28.14 | +12.76 | -69.90 | -35.90 | -84.53 |
|
ECH
|
Chile | +35.34 | -29.46 | -32.46 | -54.71 | -36.05 | -59.61 |
|
EWM
|
Malaysia | -8.35 | -23.78 | -24.73 | -28.92 | -36.42 | -41.03 |
|
TUR
|
Turkey | +51.63 | -30.79 | +6.99 | -41.69 | -43.32 | -69.11 |
|
EGPT
|
Egypt | -8.74 | -37.36 | -41.09 | -48.27 | -46.63 | -73.35 |
|
GXG
|
Colombia | -5.82 | -41.89 | -47.00 | -48.18 | -66.39 | -70.97 |
|
USO
|
WTI Crude Oil | +134.27 | -29.06 | -44.07 | -84.60 | -76.76 | -93.85 |
|
UNG
|
Natural Gas | -45.23 | -80.41 | -74.05 | -83.39 | -92.73 | -94.16 |
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