Investment Theme Returns

Returns as of 30 June 2024
Currency: USD

On this page, we present the key metrics of the main Investment Themes. The calculations are in USD currency over recent years.

The best performing in the last 10 Years is Information Technology, that granted a +21.00% annualized return.

The worst is Natural Gas, with a -26.78% annualized return in the last 10 Years.

Each asset presented here is carefully evaluated. Please research and study in depth if you want to include it in your portfolio.

By exploring these metrics, you can gain insights into performance trends, volatility, and other crucial factors that can help you build a well-diversified and efficient investment strategy. Whether you are a seasoned investor or just starting, this information aims to support your decision-making process in constructing a robust lazy portfolio.

Metrics as of 30 June 2024

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

INVESTMENT THEMES - USD CURRENCY
Return - Risk - Drawdown
Last Update as of 30 June 2024
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Jun 2024. Inflation (annualized) is 1Y: 2.98% , 3Y: 4.97% , 5Y: 4.17% , 10Y: 2.81%
Returns over 1 year are annualized. Last update: 30 June 2024.
Risk is represented as the annualized Standard Deviation of monthly returns.
High values of Standard Deviation mean high fluctuations in prices.
Last update: 30 June 2024.
The maximum Drawdown is calculated considering the end of month prices.
Low Risk Assets usually grant less severe drawdowns.
Last update: 30 June 2024.
Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Jun 2024. 2024: 1.40%, 2023: 3.32%, 2022: 6.41%, 2021: 7.18%
Last update: 30 June 2024.
Swipe left to see all data
USD
Return (%) - Jun 30, 2024
St.Dev. (%)
Ann. Return / St.Dev.
Max Drawdown (%)
Return / Drawdown
Ulcer Index
YTD(%)
Yearly Returns (%)
Ticker Asset 1M 3M 6M 1Y 3Y 5Y 10Y ▾ 1Y 3Y 5Y 10Y 1Y 3Y 5Y 10Y 3Y 5Y 10Y 3Y 5Y 10Y 3Y 5Y 10Y 2024 2023 2022 2021 2020 2019 2018 2017
XLK
Information Technology
7.84
8.81
17.93
31.13
16.27
24.94
21.00
 18.41 23.29 22.04 18.94 1.69 0.70 1.13 1.11 -31.22 -31.22 -31.22 0.52 0.80 0.67 13.42 10.79 8.20
17.93
56.02
-27.73
34.83
43.62
49.86
-1.66
34.25
QQQ
US Technology
6.47
8.08
17.33
30.59
11.29
21.51
18.65
 16.14 22.52 21.35 18.49 1.89 0.50 1.01 1.01 -32.58 -32.58 -32.58 0.35 0.66 0.57 15.82 12.53 9.41
17.33
54.85
-32.58
27.42
48.40
38.96
-0.12
32.66
VUG
US Large Cap Growth
6.78
8.79
20.62
32.95
9.91
18.83
15.35
 16.91 22.18 21.26 17.74 1.95 0.45 0.89 0.87 -33.15 -33.15 -33.15 0.30 0.57 0.46 16.99 13.49 9.99
20.62
46.83
-33.15
27.34
40.22
37.03
-3.31
27.72
SPY
US Large Cap Blend
3.53
4.38
15.22
24.49
9.95
14.99
12.77
 13.97 17.64 17.90 15.21 1.75 0.56 0.84 0.84 -23.93 -23.93 -23.93 0.42 0.63 0.53 9.92 8.35 6.40
15.22
26.19
-18.17
28.74
18.37
31.22
-4.56
21.70
VTI
US Total Stock Market
3.08
3.29
13.57
23.27
7.92
14.05
12.10
 14.62 17.81 18.42 15.64 1.59 0.44 0.76 0.77 -24.81 -24.81 -24.81 0.32 0.57 0.49 10.86 9.11 6.95
13.57
26.05
-19.51
25.67
21.03
30.67
-5.21
21.21
XLY
Consumer Discretionary
3.88
-0.60
2.45
8.26
1.54
9.87
11.88
 18.35 24.98 23.93 19.69 0.45 0.06 0.41 0.60 -36.27 -36.27 -36.27 0.04 0.27 0.33 19.13 15.23 11.14
2.45
39.64
-36.27
27.93
29.63
28.39
1.59
22.82
ARGT
Argentina
-9.14
6.01
11.07
25.81
24.19
13.16
10.90
 38.03 33.95 37.41 31.99 0.68 0.71 0.35 0.34 -30.81 -49.03 -55.87 0.79 0.27 0.20 11.17 17.46 19.65
11.07
53.66
10.36
3.83
14.57
14.50
-32.63
53.87
XLV
Healthcare
1.82
-0.95
7.68
11.59
6.51
11.32
10.88
 10.80 14.76 14.79 14.11 1.07 0.44 0.76 0.77 -13.07 -13.07 -13.21 0.50 0.87 0.82 5.35 4.74 5.05
7.68
2.06
-2.09
25.59
13.34
20.45
6.28
21.77
EWT
Taiwan
7.69
11.32
17.73
29.71
4.97
17.18
10.81
 17.81 23.27 22.23 19.15 1.67 0.21 0.77 0.56 -37.46 -37.46 -37.46 0.13 0.46 0.29 17.09 13.77 11.82
17.73
29.20
-28.84
28.94
31.50
33.33
-9.92
26.85
EDEN
Denmark
-0.95
3.94
13.22
19.23
6.78
16.44
10.64
 14.45 20.73 19.50 16.70 1.33 0.33 0.84 0.64 -34.38 -34.38 -34.38 0.20 0.48 0.31 12.45 9.94 8.63
13.22
17.99
-11.44
14.80
42.55
24.37
-14.42
35.40
XLI
Industrials
-0.99
-2.91
7.61
15.39
7.69
11.38
10.52
 15.88 19.57 21.06 18.37 0.97 0.39 0.54 0.57 -20.74 -27.13 -27.13 0.37 0.42 0.39 6.68 7.71 6.52
7.61
18.13
-5.58
21.09
10.96
29.09
-13.24
23.97
XLF
Financials
-0.88
-2.01
10.18
24.06
5.84
10.51
10.45
 15.07 19.63 22.27 19.36 1.60 0.30 0.47 0.54 -23.13 -31.75 -31.75 0.25 0.33 0.33 10.72 12.06 9.62
10.18
12.03
-10.60
34.82
-1.68
31.87
-13.04
22.00
VTV
US Large Cap Value
0.15
-0.88
8.66
15.85
8.01
10.51
9.88
 12.19 15.44 17.18 14.64 1.30 0.52 0.61 0.67 -15.33 -25.07 -25.07 0.52 0.42 0.39 4.48 6.75 5.36
8.66
9.33
-2.07
26.51
2.26
25.65
-5.44
17.14
IJK
US Mid Cap Growth
-1.27
-3.29
11.58
18.68
3.88
10.29
9.51
 18.11 20.58 20.87 17.59 1.03 0.19 0.49 0.54 -25.49 -25.49 -25.49 0.15 0.40 0.37 12.43 10.50 8.28
11.58
17.42
-19.03
18.68
22.44
25.96
-10.52
19.64
IJH
US Mid Cap Blend
-1.67
-3.39
6.15
13.52
4.44
10.21
9.07
 18.44 20.20 21.76 18.33 0.73 0.22 0.47 0.49 -21.57 -29.70 -29.70 0.21 0.34 0.31 8.79 8.95 7.26
6.15
16.42
-13.10
24.71
13.58
26.10
-11.18
16.26
EWN
Netherlands
-0.78
2.65
13.81
18.23
3.00
11.86
8.96
 20.27 24.81 23.04 19.15 0.90 0.12 0.51 0.47 -41.29 -41.29 -41.29 0.07 0.29 0.22 19.78 15.94 12.38
13.81
22.10
-24.41
22.74
23.22
32.46
-15.36
33.75
IJT
US Small Cap Growth
-2.02
-1.49
3.08
12.90
-0.05
8.10
8.88
 19.34 20.58 22.18 19.40 0.67 0.00 0.37 0.46 -26.22 -28.48 -32.91 0.00 0.28 0.27 14.57 12.62 10.98
3.08
17.12
-21.32
22.37
19.22
20.99
-4.39
14.47
VT
World All Countries
1.59
2.45
10.46
18.61
5.05
10.73
8.49
 13.99 16.80 17.56 14.95 1.33 0.30 0.61 0.57 -25.52 -25.52 -25.52 0.20 0.42 0.33 10.56 9.12 7.39
10.46
22.02
-18.01
18.27
16.61
26.82
-9.76
24.49
XLP
Consumer Staples
-0.24
1.05
7.91
6.30
5.82
8.55
8.40
 9.48 13.58 13.74 12.61 0.66 0.43 0.62 0.67 -12.86 -13.28 -13.63 0.45 0.64 0.62 4.61 4.50 4.38
7.91
-0.83
-0.83
17.20
10.15
27.43
-8.07
12.98
IJR
US Small Cap Blend
-2.37
-3.14
-0.81
8.56
-0.37
7.99
8.18
 20.91 20.92 23.32 20.16 0.41 -0.02 0.34 0.41 -23.11 -32.77 -36.12 -0.02 0.24 0.23 10.88 11.26 10.13
-0.81
16.07
-16.19
26.60
11.28
22.82
-8.49
13.15
XLB
Materials
-3.06
-4.48
4.10
8.73
4.49
10.84
8.11
 16.68 21.50 21.68 19.18 0.52 0.21 0.50 0.42 -23.73 -26.15 -26.15 0.19 0.41 0.31 8.86 8.37 8.41
4.10
12.45
-12.31
27.45
20.52
24.13
-14.87
24.01
VOE
US Mid Cap Value
-1.65
-2.95
4.85
11.33
4.64
8.68
8.07
 15.84 18.32 20.71 17.21 0.71 0.25 0.42 0.47 -17.81 -31.25 -31.25 0.26 0.28 0.26 6.39 8.64 6.81
4.85
9.86
-7.95
28.76
2.59
27.84
-12.45
17.07
CGW
Global Water
-3.73
-0.43
4.30
9.25
2.59
9.76
8.03
 18.75 21.42 19.59 16.22 0.49 0.12 0.50 0.49 -32.28 -32.28 -32.28 0.08 0.30 0.25 16.03 13.09 9.88
4.30
15.51
-21.99
31.71
15.42
34.04
-10.42
27.08
CWB
US Convertible Bonds
0.73
-0.91
0.62
5.15
-3.98
8.96
7.96
 11.52 12.89 16.34 13.38 0.45 -0.31 0.55 0.60 -26.54 -26.54 -26.54 -0.15 0.34 0.30 17.14 13.57 9.97
0.62
14.49
-20.81
2.17
53.39
22.39
-1.96
15.70
XLC
Communication Services
3.15
5.18
18.52
32.98
2.85
12.72
7.89
 13.50 21.11 20.66 17.44 2.44 0.14 0.62 0.45 -43.46 -43.46 -43.46 0.07 0.29 0.18 24.26 19.10 14.54
18.52
52.81
-37.63
15.96
26.91
31.05
-16.77
-5.50
XLU
Utilities
-5.54
4.63
9.36
7.70
5.51
5.89
7.83
 16.37 17.86 17.73 15.34 0.47 0.31 0.33 0.51 -17.63 -18.82 -18.82 0.31 0.31 0.42 7.91 8.31 7.00
9.36
-7.17
1.42
16.81
0.57
25.91
3.92
12.03
INDA
India
5.23
8.12
14.28
27.64
10.36
11.12
7.82
 9.12 13.23 19.23 18.05 3.03 0.78 0.58 0.43 -15.45 -31.64 -34.00 0.67 0.35 0.23 6.50 8.39 10.05
14.28
17.16
-8.94
21.41
14.83
6.49
-6.69
36.08
EIRL
Ireland
-7.18
-5.97
6.65
13.43
5.18
10.40
7.56
 19.87 24.41 25.07 20.50 0.68 0.21 0.42 0.37 -39.15 -39.15 -39.15 0.13 0.27 0.19 16.50 14.75 12.30
6.65
35.12
-18.81
13.72
9.62
28.14
-21.91
29.82
IJS
US Small Cap Value
-2.71
-4.88
-4.82
3.99
-1.05
7.22
6.99
 22.70 22.12 25.39 21.67 0.18 -0.05 0.28 0.32 -20.15 -37.50 -40.32 -0.05 0.19 0.17 8.00 11.64 10.50
-4.82
14.69
-11.33
30.53
2.63
24.12
-12.84
11.35
XLRE
Real Estate
1.97
-1.85
-2.49
5.58
-1.60
4.22
6.41
 20.82 22.07 20.25 17.52 0.27 -0.07 0.21 0.37 -32.25 -32.25 -32.25 -0.05 0.13 0.20 19.59 15.86 11.92
-2.49
12.37
-26.25
45.26
-2.11
28.69
-2.37
10.69
EWL
Switzerland
0.11
3.39
1.95
6.50
1.83
7.20
5.70
 16.45 18.16 16.49 14.35 0.40 0.10 0.44 0.40 -27.53 -27.53 -27.53 0.07 0.26 0.21 12.11 9.79 8.94
1.95
17.70
-18.86
20.19
11.79
31.58
-9.19
23.36
EWQ
France
-7.33
-6.68
-1.37
0.94
3.71
7.14
5.37
 16.41 20.97 22.47 18.85 0.06 0.18 0.32 0.28 -29.04 -29.04 -29.04 0.13 0.25 0.19 9.90 10.51 10.33
-1.37
21.73
-11.99
21.47
2.85
26.67
-12.88
29.13
GLD
Gold
-0.13
4.52
12.47
20.61
9.09
10.05
5.32
 12.20 12.75 14.43 14.05 1.69 0.71 0.70 0.38 -15.91 -18.08 -20.76 0.57 0.56 0.26 5.23 6.97 8.33
12.47
12.69
-0.77
-4.15
24.81
17.86
-1.94
12.81
VNQ
US REITs
1.88
-1.94
-3.21
4.62
-2.60
2.95
5.28
 20.82 21.64 20.85 18.00 0.22 -0.12 0.14 0.29 -32.77 -32.77 -32.77 -0.08 0.09 0.16 19.80 16.65 12.65
-3.21
11.79
-26.24
40.52
-4.68
28.87
-6.02
4.91
EWJ
Japan
-0.33
-3.65
7.18
12.62
2.15
6.35
5.22
 11.96 15.83 15.30 13.73 1.06 0.14 0.42 0.38 -28.85 -28.85 -28.85 0.07 0.22 0.18 13.17 10.81 9.43
7.18
20.32
-17.72
1.17
15.41
19.33
-14.10
24.27
EWD
Sweden
-2.47
2.34
3.61
18.28
-1.22
8.71
4.86
 23.86 25.90 24.48 20.03 0.77 -0.05 0.36 0.24 -40.26 -40.26 -40.26 -0.03 0.22 0.12 20.93 16.84 13.94
3.61
25.10
-27.79
22.86
22.26
21.74
-12.76
21.88
EFA
EAFE Stocks
-1.83
-0.20
5.77
11.31
2.94
6.56
4.32
 13.76 17.47 17.79 15.14 0.82 0.17 0.37 0.29 -27.58 -27.58 -27.58 0.11 0.24 0.16 10.06 9.36 9.10
5.77
18.40
-14.35
11.46
7.59
22.03
-13.81
25.10
EWO
Austria
-2.86
5.01
5.54
15.75
2.34
5.82
4.31
 15.35 22.77 26.99 23.16 1.03 0.10 0.22 0.19 -37.60 -37.60 -47.58 0.06 0.15 0.09 15.79 16.67 19.15
5.54
20.64
-21.92
31.54
-3.68
17.07
-22.87
52.50
EPU
Peru
-6.04
5.19
19.85
37.24
16.98
5.50
4.17
 24.57 25.82 27.70 24.89 1.52 0.66 0.20 0.17 -31.60 -37.71 -45.01 0.54 0.15 0.09 14.07 16.60 20.34
19.85
25.35
2.13
-11.83
-4.31
7.31
-12.16
29.69
ENZL
New Zealand
-1.81
0.70
-5.55
-4.55
-7.07
-0.85
4.08
 19.52 20.89 21.23 18.98 -0.23 -0.34 -0.04 0.21 -33.74 -37.29 -37.29 -0.21 -0.02 0.11 20.92 19.89 14.79
-5.55
3.00
-16.17
-11.38
20.04
30.10
0.35
24.05
EWA
Australia
1.02
0.98
2.31
12.67
2.79
5.79
3.88
 17.51 22.49 23.21 19.61 0.72 0.12 0.25 0.20 -23.37 -31.36 -31.36 0.12 0.18 0.12 9.27 9.89 12.30
2.31
13.86
-5.86
8.95
8.26
22.41
-12.02
19.93
IGF
Global Infrastructure
-3.35
2.34
3.58
5.80
4.78
3.61
3.81
 15.63 16.41 18.78 15.24 0.37 0.29 0.19 0.25 -17.00 -29.59 -29.59 0.28 0.12 0.13 6.08 9.51 7.97
3.58
6.17
-1.23
11.58
-6.50
25.81
-9.94
19.34
EWC
Canada
-2.15
-2.20
2.07
8.44
2.11
7.65
3.64
 15.79 18.29 20.27 17.82 0.53 0.12 0.38 0.20 -22.93 -26.90 -34.11 0.09 0.28 0.11 10.12 9.56 13.12
2.07
14.75
-12.95
27.00
5.52
27.56
-17.16
15.74
EWI
Italy
-5.44
-2.65
8.22
16.80
7.66
8.78
3.57
 18.14 22.81 25.05 22.25 0.93 0.34 0.35 0.16 -32.87 -32.87 -34.01 0.23 0.27 0.11 11.67 12.02 16.49
8.22
30.66
-14.10
14.41
1.67
26.97
-17.20
28.73
EWK
Belgium
-3.44
0.22
-0.31
6.33
-2.88
2.76
3.20
 15.69 17.77 20.45 17.39 0.40 -0.16 0.13 0.18 -31.78 -32.34 -32.96 -0.09 0.09 0.10 13.61 13.10 12.55
-0.31
7.47
-13.93
12.87
0.00
25.92
-20.39
23.71
PFF
US Preferred Stocks
-0.12
-0.61
3.82
8.81
-2.00
2.08
3.17
 11.08 13.02 13.04 9.81 0.79 -0.15 0.16 0.32 -20.63 -20.63 -20.63 -0.10 0.10 0.15 12.24 9.93 7.17
3.82
8.59
-18.80
7.13
7.44
15.92
-4.63
8.10
ICLN
Global Clean Energy
-10.44
-4.10
-13.89
-26.55
-16.20
5.74
3.12
 30.44 29.79 32.89 27.02 -0.87 -0.54 0.17 0.12 -47.41 -55.16 -55.16 -0.34 0.10 0.06 27.85 29.92 25.86
-13.89
-20.38
-5.41
-24.19
141.80
44.35
-9.02
21.48
HYG
US High Yield Bonds
0.48
0.74
2.27
9.17
0.72
2.60
3.11
 6.19 9.35 9.43 7.73 1.48 0.08 0.28 0.40 -15.25 -15.25 -15.25 0.05 0.17 0.20 7.03 5.83 4.57
2.27
11.00
-10.99
3.75
4.48
14.09
-2.03
6.07
XLE
Energy
-1.41
-2.68
10.48
16.06
23.96
13.02
3.11
 14.32 28.50 36.60 29.77 1.12 0.84 0.36 0.10 -17.12 -50.98 -63.92 1.40 0.26 0.05 6.30 18.45 27.92
10.48
-0.64
64.17
53.31
-32.51
11.73
-18.21
-0.90
EIS
Israel
-0.93
-3.99
5.22
14.79
-2.95
3.58
3.07
 26.53 21.86 21.92 18.73 0.56 -0.13 0.16 0.16 -38.63 -38.63 -38.63 -0.08 0.09 0.08 20.77 16.83 13.25
5.22
5.46
-27.03
22.84
12.01
20.94
-4.83
12.79
SLV
Silver
-4.29
16.79
21.99
27.19
3.14
13.14
2.75
 25.43 25.92 32.09 26.98 1.07 0.12 0.41 0.10 -31.54 -36.79 -36.79 0.10 0.36 0.07 14.12 16.67 21.83
21.99
-1.09
2.37
-12.45
47.30
14.88
-9.19
5.82
CPER
Copper
-4.26
8.32
12.72
17.28
1.23
9.92
2.42
 17.03 19.31 21.18 20.10 1.02 0.06 0.47 0.12 -29.12 -29.46 -37.98 0.04 0.34 0.06 15.35 13.19 20.44
12.72
4.55
-15.14
25.22
23.89
6.69
-21.94
28.81
EWG
Germany
-2.16
-1.20
5.65
9.80
-1.04
4.46
2.26
 18.78 23.24 23.69 20.05 0.52 -0.04 0.19 0.11 -41.27 -41.66 -41.66 -0.03 0.11 0.05 18.31 15.51 15.55
5.65
23.36
-22.20
5.84
10.57
19.15
-21.37
27.45
LQD
US Invest. Grade Bonds
0.60
-0.51
-1.37
3.50
-3.99
0.23
2.25
 11.04 11.51 10.41 8.22 0.32 -0.35 0.02 0.27 -22.99 -23.27 -23.27 -0.17 0.01 0.10 14.22 11.40 8.33
-1.37
9.40
-17.93
-1.85
10.97
17.37
-3.79
7.06
EWU
United Kingdom
-2.11
3.93
7.58
12.42
6.39
5.29
2.11
 11.64 16.07 18.64 16.05 1.07 0.40 0.28 0.13 -21.24 -29.97 -29.97 0.30 0.18 0.07 5.98 10.90 11.95
7.58
12.42
-4.38
18.22
-11.80
21.25
-14.28
21.59
EEM
Emerging Markets
2.62
4.39
6.65
10.45
-6.02
2.14
2.05
 14.84 17.93 18.44 17.26 0.70 -0.34 0.12 0.12 -36.52 -36.52 -36.52 -0.16 0.06 0.06 22.46 18.17 17.27
6.65
8.99
-20.56
-3.61
17.03
18.20
-15.31
37.28
EMB
Emerg. Market Bonds
-0.23
-0.10
1.45
7.47
-3.37
-0.55
1.98
 9.61 12.11 12.75 10.01 0.78 -0.28 -0.04 0.20 -26.75 -26.75 -26.75 -0.13 -0.02 0.07 15.76 12.65 9.19
1.45
10.22
-18.64
-2.24
5.42
15.48
-5.47
10.28
EWY
South Korea
6.29
-1.52
0.85
7.00
-9.05
3.81
1.97
 26.03 26.74 25.92 22.60 0.27 -0.34 0.15 0.09 -48.08 -48.08 -48.08 -0.19 0.08 0.04 28.78 22.98 21.34
0.85
19.06
-26.60
-7.56
39.44
7.95
-20.38
45.00
BNDX
International Bonds
0.63
-0.49
-0.51
4.29
-1.95
-0.37
1.93
 5.30 6.19 5.39 4.30 0.81 -0.31 -0.07 0.45 -14.32 -14.88 -14.88 -0.14 -0.02 0.13 9.25 7.66 5.49
-0.51
8.79
-12.76
-2.28
4.65
7.87
2.81
2.40
TIP
US TIPS
0.76
0.82
0.74
2.48
-1.99
1.58
1.60
 5.12 7.33 6.37 5.18 0.48 -0.27 0.25 0.31 -14.76 -14.76 -14.76 -0.13 0.11 0.11 9.53 7.44 5.43
0.74
3.27
-13.10
5.67
10.84
8.35
-1.42
2.92
BIL
US Cash
0.40
1.29
2.60
5.30
2.96
2.02
1.35
 0.11 0.66 0.63 0.52 50.41 4.48 3.20 2.62 -0.07 -0.16 -0.17 45.07 12.22 7.74 0.02 0.06 0.07
2.60
4.94
1.40
-0.10
0.40
2.03
1.74
0.69
BND
US Total Bond Market
0.88
0.11
-0.58
2.56
-3.10
-0.26
1.31
 7.32 7.34 6.33 5.00 0.35 -0.42 -0.04 0.26 -16.55 -17.28 -17.28 -0.19 -0.02 0.08 10.66 8.88 6.39
-0.58
5.41
-13.11
-1.86
7.71
8.83
-0.12
3.57
PALL
Palladium
5.88
-4.74
-11.87
-21.70
-29.99
-9.35
0.81
 23.09 31.62 31.13 30.56 -0.94 -0.95 -0.30 0.03 -67.60 -69.36 -69.36 -0.44 -0.13 0.01 44.63 37.38 30.12
-11.87
-38.77
-6.28
-23.26
25.26
53.94
17.23
55.73
EWS
Singapore
-0.04
6.50
4.56
8.80
-1.16
-0.56
0.72
 16.02 16.20 18.86 17.88 0.55 -0.07 -0.03 0.04 -24.34 -28.13 -32.07 -0.05 -0.02 0.02 13.43 13.77 15.04
4.56
6.22
-9.79
5.56
-8.49
14.53
-11.33
34.82
EPOL
Poland
-0.78
5.91
10.30
33.99
7.50
3.20
0.48
 26.57 32.72 33.48 27.72 1.28 0.23 0.10 0.02 -52.77 -52.77 -60.36 0.14 0.06 0.01 22.81 22.50 28.64
10.30
50.79
-24.62
12.22
-8.37
-6.14
-13.78
52.43
EWW
Mexico
-12.05
-17.65
-15.87
-6.81
8.52
7.88
0.43
 25.53 24.86 27.08 23.90 -0.27 0.34 0.29 0.02 -18.30 -38.18 -55.47 0.47 0.21 0.01 7.83 13.03 26.36
-15.87
40.36
1.26
20.31
-3.05
12.64
-14.59
14.50
TLT
US Long Term Treasuries
1.82
-2.01
-5.63
-7.39
-11.69
-4.98
0.30
 18.56 16.39 16.00 13.89 -0.40 -0.71 -0.31 0.02 -42.19 -47.75 -47.75 -0.28 -0.10 0.01 27.05 26.45 19.79
-5.63
2.51
-31.24
-4.60
18.15
14.12
-1.61
9.18
EWP
Spain
-5.70
-1.33
3.66
11.54
6.40
4.78
0.25
 20.67 21.35 24.50 21.25 0.56 0.30 0.19 0.01 -27.98 -32.46 -41.58 0.23 0.15 0.01 9.23 13.45 22.02
3.66
30.29
-5.16
0.27
-3.95
11.91
-15.32
26.99
TUR
Turkey
0.62
18.37
31.79
52.17
29.94
15.34
0.02
 29.22 33.87 35.20 32.85 1.79 0.88 0.44 0.00 -24.51 -35.64 -64.14 1.22 0.43 0.00 11.16 16.72 40.04
31.79
-8.66
105.81
-27.48
-1.20
14.41
-41.48
37.62
EWH
Hong Kong
-6.51
0.52
-10.01
-17.08
-14.10
-7.19
-0.04
 18.73 23.00 21.84 19.45 -0.91 -0.61 -0.33 0.00 -38.14 -40.35 -40.35 -0.37 -0.18 0.00 24.01 21.74 16.69
-10.01
-13.81
-6.82
-3.48
4.19
10.71
-8.73
36.50
NORW
Norway
-3.43
7.99
4.01
16.81
-1.22
3.00
-0.07
 18.83 23.10 26.55 22.49 0.89 -0.05 0.11 0.00 -30.84 -37.03 -44.21 -0.04 0.08 0.00 16.48 15.85 22.32
4.01
4.99
-14.12
18.11
1.22
12.52
-8.03
22.46
EZA
South Africa
8.42
12.35
5.30
11.99
-0.91
0.47
-0.46
 23.61 25.41 27.71 25.38 0.51 -0.04 0.02 -0.02 -33.64 -42.91 -53.99 -0.03 0.01 -0.01 20.01 19.84 22.75
5.30
1.50
-5.13
7.92
-5.19
9.62
-25.23
36.04
DBC
Commodities
-0.17
1.13
5.40
7.36
8.40
9.63
-0.52
 10.96 15.80 18.46 17.42 0.67 0.53 0.52 -0.03 -22.97 -31.66 -57.79 0.37 0.30 -0.01 12.89 13.53 35.04
5.40
-6.23
19.34
41.36
-7.84
11.84
-11.62
4.86
THD
Thailand
-3.77
-5.19
-13.28
-14.91
-8.73
-8.24
-0.87
 16.02 17.86 22.12 18.97 -0.93 -0.49 -0.37 -0.05 -28.45 -39.40 -39.98 -0.31 -0.21 -0.02 14.57 21.68 17.60
-13.28
-12.62
1.22
1.85
-9.87
8.33
-8.21
31.48
EWZ
Brazil
-4.62
-12.92
-19.25
-9.86
-3.58
-2.67
-0.99
 21.10 28.06 34.22 33.97 -0.47 -0.13 -0.08 -0.03 -28.49 -50.35 -61.50 -0.13 -0.05 -0.02 14.62 24.61 29.05
-19.25
32.69
12.35
-17.27
-20.33
27.65
-2.57
23.65
FXI
China
-2.09
8.32
8.50
-1.64
-15.56
-7.36
-1.13
 22.01 32.71 27.33 24.23 -0.07 -0.48 -0.27 -0.05 -54.06 -56.74 -56.74 -0.29 -0.13 -0.02 34.77 30.06 26.29
8.50
-12.35
-20.67
-20.05
8.93
14.87
-13.26
36.22
EIDO
Indonesia
0.90
-11.51
-10.68
-12.81
1.43
-3.54
-1.14
 15.33 14.67 23.56 21.40 -0.84 0.10 -0.15 -0.05 -17.85 -43.22 -48.60 0.08 -0.08 -0.02 7.36 14.96 18.42
-10.68
2.58
-0.15
-0.60
-7.14
5.30
-10.89
19.39
EMIF
Emerging Markets Infrastructure
-3.34
-0.65
1.63
0.49
-1.87
-3.13
-2.21
 14.44 17.50 21.47 18.57 0.03 -0.11 -0.15 -0.12 -22.13 -37.28 -39.25 -0.08 -0.08 -0.06 10.16 23.49 20.84
1.63
5.71
-12.57
3.72
-19.97
16.32
-13.69
20.71
ECH
Chile
-6.02
-0.15
-5.95
-8.51
1.69
-4.87
-2.56
 23.50 28.92 30.37 26.07 -0.36 0.06 -0.16 -0.10 -21.77 -46.83 -59.61 0.08 -0.10 -0.04 10.88 27.11 33.02
-5.95
8.98
25.17
-20.02
-7.11
-17.79
-18.96
41.82
EPHE
Philippines
0.09
-11.25
-5.65
-5.05
-6.21
-6.14
-3.12
 17.93 21.34 21.90 18.85 -0.28 -0.29 -0.28 -0.17 -32.20 -36.03 -43.71 -0.19 -0.17 -0.07 17.15 20.46 23.11
-5.65
1.26
-15.86
-2.22
-3.94
8.50
-17.50
20.20
GREK
Greece
-3.10
-0.29
7.67
9.59
14.63
8.74
-3.38
 18.49 22.28 28.68 30.69 0.52 0.66 0.30 -0.11 -25.28 -43.83 -71.72 0.58 0.20 -0.05 8.57 16.73 54.28
7.67
42.73
0.98
6.16
-14.48
50.20
-31.24
34.79
BNO
Brent Oil
5.69
0.75
17.72
26.23
18.65
11.13
-3.39
 21.07 25.94 40.75 37.12 1.24 0.72 0.27 -0.09 -28.14 -66.33 -84.53 0.66 0.17 -0.04 12.95 24.32 56.49
17.72
-3.43
35.25
62.34
-38.23
36.01
-15.30
15.43
EWM
Malaysia
-0.65
4.73
7.39
16.05
-0.50
-2.05
-3.44
 11.53 15.55 15.60 15.52 1.39 -0.03 -0.13 -0.22 -20.55 -23.78 -41.03 -0.02 -0.09 -0.08 11.12 12.74 27.94
7.39
-3.60
-5.98
-7.41
3.17
-1.42
-6.27
24.32
VNM
Vietnam
-3.49
-12.45
-5.80
-3.55
-14.47
-3.87
-3.45
 30.33 26.44 27.04 23.09 -0.12 -0.55 -0.14 -0.15 -46.50 -46.50 -49.34 -0.31 -0.08 -0.07 31.43 25.50 27.60
-5.80
15.06
-43.75
22.05
9.84
9.13
-16.83
38.55
PPLT
Platinum
-4.02
9.48
0.34
9.35
-3.01
3.01
-4.48
 18.27 19.84 22.47 21.40 0.51 -0.15 0.13 -0.21 -21.94 -30.16 -53.05 -0.14 0.10 -0.08 12.05 16.97 37.17
0.34
-8.18
10.43
-10.75
10.78
20.85
-14.95
2.38
GXG
Colombia
-6.33
-0.87
8.27
25.60
1.06
-4.47
-8.25
 23.52 27.11 31.47 28.95 1.09 0.04 -0.14 -0.29 -41.89 -47.37 -70.97 0.03 -0.09 -0.12 26.11 31.42 55.06
8.27
24.94
-25.06
-11.48
-16.32
30.40
-19.90
11.88
USO
WTI Crude Oil
6.38
1.09
19.41
25.24
16.85
-3.74
-12.74
 23.01 26.33 45.22 39.77 1.10 0.64 -0.08 -0.32 -29.06 -81.34 -93.85 0.58 -0.05 -0.14 14.25 43.60 72.62
19.41
-4.94
28.97
64.68
-67.79
32.61
-19.57
2.47
UNG
Natural Gas
-0.91
19.63
-14.05
-41.27
-30.68
-26.19
-26.78
 40.14 69.56 61.12 51.16 -1.03 -0.44 -0.43 -0.52 -88.59 -88.59 -96.33 -0.35 -0.30 -0.28 58.75 52.46 76.50
-14.05
-64.04
12.89
35.76
-45.43
-31.77
5.96
-37.58
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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