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All Portfolios, ranked by Alpha

for period ending December 31, 2021
 
Use the table below to compare the performance of all the portfolios in this peer group. You may sort by any column by clicking on the column headings in the gray row.
    Alpha Total Return, annualized
Ingredient NameIDPeer GroupCategory1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
   Group average-6.8%-10.2%-6.1%-5.8%-6.7%-4.4% 10.5%11.7%8.3%5.7%6.4%5.4%
  
ACWI (Global)ACWIGlobal Asset ClassesInt'l Equity: Core-5.0%-4.2%-2.6%-2.8%-3.9%  18.7%20.4%14.6%11.1%11.8% 
U.S. Total Bond MarketAGGGlobal Asset ClassesFixed Income: Aggregate-3.2%3.5%2.4%2.2%2.3%3.1% -1.8%4.6%3.5%2.9%2.8%4.0%
Alerian US MLPAMLPGlobal Asset ClassesEquity: MLP26.7%-53.4%-37.4%-30.2%-26.4%  39.0%-0.0%-4.3%-5.2%-1.4% 
ArgentinaARGTGlobal EquitiesSouth America-32.6%-28.7%-17.4%-10.9%-17.3%  3.8%10.8%7.1%8.4%4.8% 
T-Bill 1-3 MonthBILGlobal Asset ClassesFixed Income: Cash-like-0.1%0.1%-0.0%-0.1%-0.1%  -0.1%0.8%1.0%0.7%0.5% 
U.S. Total Bond MarketBNDGlobal Asset ClassesFixed Income: Aggregate-3.8%2.8%2.0%2.0%2.0%3.1% -1.9%4.8%3.6%3.0%2.8%4.0%
CHN PRC RenminbiCYBGlobal Asset ClassesCurrency: CHN Renminbi5.6%1.7%2.0%-0.2%-0.2%  4.2%5.1%4.9%2.3%2.1% 
AgricultureDBAGlobal Asset ClassesCommodities14.9%-2.3%-4.6%-6.6%-7.6%  22.4%5.8%0.3%-2.9%-3.5% 
Industrial MetalsDBBGlobal Asset ClassesCommodities9.4%-3.3%-2.8%-3.0%-7.4%  29.0%13.8%8.7%5.2%2.0% 
OilDBOGlobal Asset ClassesCommodities45.4%-16.4%-15.1%-19.2%-26.1%  60.7%17.6%7.3%-1.9%-7.0% 
ChileECHGlobal EquitiesSouth America-27.5%-44.5%-24.5%-18.6%-21.9%  -19.7%-15.6%-7.1%-5.5%-7.0% 
iShares MSCIEEMGlobal Asset ClassesEquity: Emerging Mkts-13.0%-11.3%-5.6%-7.1%-9.6%-8.0% -3.6%10.1%9.2%5.3%4.7%3.7%
Intl Dev CoreEFAGlobal Asset ClassesInt'l Equity: Lg Cap-8.0%-9.3%-6.0%-6.0%-6.9%-7.4% 11.5%13.5%9.6%6.8%7.9%3.5%
iSh EAFE GrowthEFGGlobal Asset ClassesInt'l Equity: Lg Cap Gro-10.4%-1.9%-1.2%-2.7%-4.3%-5.2% 11.0%18.6%13.4%9.4%9.8%5.2%
iSh EAFE ValueEFVGlobal Asset ClassesInt'l Equity: Lg Cap Val-6.4%-18.1%-11.6%-10.2%-10.3%-10.0% 11.1%7.7%5.3%3.6%5.6%1.4%
EqyptEGPTGlobal EquitiesMideast and Africa7.3%-23.3%-12.6%-20.3%-15.1%  11.4%1.7%2.7%-8.8%-0.8% 
IndonesiaEIDOGlobal EquitiesAsia and Australia-12.9%-34.5%-19.2%-16.4%-18.1%  -0.6%-0.9%0.7%-1.0%-0.9% 
IsraelEISGlobal EquitiesMideast and Africa5.0%-9.0%-7.3%-6.0%-7.5%  22.8%18.5%12.3%9.2%8.9% 
iShares EmergEMBGlobal Asset ClassesFixed Income: Aggregate-12.0%-7.4%-3.6%-1.2%-1.6%  -2.2%6.0%4.4%4.6%4.6% 
Emerg Mkt Hi YldEMHYGlobal Asset ClassesFixed Income-11.2%-11.3%-5.9%-2.3%   -1.9%4.8%3.4%4.8%  
New ZealandENZLGlobal EquitiesAsia and Australia-32.1%-11.3%-3.2%-3.6%-2.5%  -11.4%11.2%11.3%9.3%12.0% 
PhilippinesEPHEGlobal EquitiesAsia and Australia-13.4%-18.1%-11.2%-11.4%-7.9%  -2.2%0.6%0.2%-1.9%3.8% 
PolandEPOLGlobal EquitiesEurope-18.5%-36.7%-17.6%-16.6%-17.4%  12.2%-1.2%4.9%-0.0%2.1% 
PeruEPUGlobal EquitiesSouth America-28.9%-34.4%-17.2%-13.7%-15.7%  -11.8%-3.3%0.6%1.2%-0.3% 
RussiaERUSGlobal EquitiesEurope12.3%-14.0%-9.2%-1.5%-14.3%  21.3%18.2%10.6%14.4%4.7% 
AustraliaEWAGlobal EquitiesAsia and Australia-19.4%-15.2%-9.2%-8.9%-10.6%-7.9% 9.0%13.0%8.8%6.2%6.3%4.9%
CanadaEWCGlobal EquitiesNorth America0.4%-9.6%-9.0%-8.9%-10.8%-6.9% 27.0%19.6%10.4%6.4%6.0%4.9%
SwedenEWDGlobal EquitiesEurope-8.6%-5.3%-4.0%-4.8%-6.8%-6.9% 22.9%22.3%14.2%9.6%10.3%6.2%
GermanyEWGGlobal EquitiesEurope-19.6%-17.7%-12.4%-10.7%-10.6%-9.7% 5.8%11.7%6.9%5.0%7.9%3.8%
Hong KongEWHGlobal EquitiesAsia and Australia-23.0%-16.6%-7.0%-6.8%-6.2%-4.5% -3.5%3.6%6.8%4.8%7.3%5.6%
ItalyEWIGlobal EquitiesEurope-12.8%-17.0%-9.9%-9.7%-12.0%-14.9% 14.4%13.8%9.5%5.8%6.1%-1.5%
JapanEWJGlobal EquitiesAsia and Australia5.7%-2.9%-3.4%-2.3%-3.4%-5.2% 1.2%11.7%8.3%7.6%8.0%2.7%
BelgiumEWKGlobal EquitiesEurope-15.6%-16.5%-12.5%-8.2%-6.7%-10.7% 12.9%12.1%6.8%6.5%10.2%1.9%
SwitzerlandEWLGlobal EquitiesEurope-12.1%3.2%1.9%-0.8%-1.4%-1.8% 20.2%20.9%14.6%9.9%11.3%7.3%
MalaysiaEWMGlobal EquitiesAsia and Australia-34.5%-17.3%-8.0%-11.5%-10.8%-4.3% -7.4%-2.0%1.9%-2.6%-0.9%3.1%
NetherlandsEWNGlobal EquitiesEurope-7.3%-0.2%-0.2%-1.1%-3.3%-5.6% 22.7%26.0%17.8%13.3%13.5%6.9%
AustriaEWOGlobal EquitiesEurope18.5%-20.2%-10.5%-7.7%-11.2%-15.0% 31.5%14.0%11.8%10.2%8.6%0.2%
SpainEWPGlobal EquitiesEurope-30.0%-27.4%-15.7%-15.7%-16.0%-13.1% 0.3%2.2%2.8%-0.7%2.2%-0.5%
FranceEWQGlobal EquitiesEurope-5.7%-11.9%-6.4%-5.4%-7.2%-9.0% 21.5%16.5%12.2%9.4%9.9%3.7%
SingaporeEWSGlobal EquitiesAsia and Australia-13.5%-23.0%-11.0%-12.9%-12.1%-8.1% 5.6%3.4%5.7%1.2%3.9%3.7%
TaiwanEWTGlobal EquitiesAsia and Australia10.8%11.2%6.4%3.1%0.3%-2.2% 28.9%31.2%20.9%14.9%13.7%8.7%
UKEWUGlobal EquitiesEurope-3.1%-18.3%-11.2%-11.1%-11.4%-9.5% 18.2%8.1%5.7%2.8%4.4%1.6%
MexicoEWWGlobal EquitiesNorth America-14.3%-21.8%-14.3%-15.1%-15.8%-10.6% 20.3%9.5%5.1%-0.2%1.3%1.8%
S KoreaEWYGlobal EquitiesAsia and Australia-23.1%-13.8%-7.1%-6.9%-9.7%-8.5% -7.6%11.6%9.9%7.0%5.8%4.6%
BrazilEWZGlobal EquitiesSouth America-38.8%-44.3%-20.0%-17.1%-23.4%-14.0% -17.3%-5.6%0.3%-0.4%-3.8%-0.1%
IndustrialsEXIGlobal SectorsIndustrials-10.3%-10.2%-7.7%-5.7%-5.9%-4.8% 17.4%18.4%12.2%10.2%11.9%7.4%
S AfricaEZAGlobal EquitiesMideast and Africa-8.5%-28.3%-17.4%-15.9%-16.0%-10.1% 7.9%3.9%2.7%-0.2%1.3%2.4%
EMUEZUGlobal EquitiesEurope-14.2%-14.1%-8.9%-8.0%-9.0%-10.4% 13.9%14.4%9.8%6.9%8.5%2.5%
iSh MSCI Frontier 100FMGlobal Asset ClassesInt'l Equity: Frontier8.0%-8.2%-3.7%-6.5%   24.3%12.9%10.0%4.5%  
AUStraliaFXAGlobal Asset ClassesCurrency: AUS Dollar-19.2%-10.9%-7.8%-7.6%-9.5%-4.3% -6.2%1.0%0.5%-1.1%-2.4%1.5%
GBP UK PoundFXBGlobal Asset ClassesCurrency: GBP Pound-8.4%-6.1%-3.8%-7.2%-6.8%-5.6% -1.5%1.7%1.6%-2.3%-1.7%-2.1%
CAN Canada DollarFXCGlobal Asset ClassesCurrency: CAN Dollar-8.5%-5.1%-4.5%-6.1%-7.7%-4.8% 0.2%2.7%1.3%-1.2%-2.1%-0.2%
EUR EuroFXEGlobal Asset ClassesCurrency: EUR Euro-12.7%-4.9%-2.2%-3.9%-5.1%-4.4% -7.8%-1.1%0.7%-1.7%-2.0%-1.0%
CHF Swiss FrancFXFGlobal Asset ClassesCurrency: CHF Franc-9.9%-0.7%-1.3%-1.3%-2.8%-1.0% -4.1%1.3%1.1%0.1%-0.6%1.4%
JPY Japan YenFXYGlobal Asset ClassesCurrency: JPY Yen-8.2%-1.7%-0.1%0.8%-2.8%  -10.9%-2.2%-0.3%0.0%-4.4% 
GreeceGREKGlobal EquitiesEurope-38.3%-26.2%-18.2%-25.2%-29.6%  6.2%11.1%4.9%-3.7%-3.0% 
Muni Hi YieldHYDGlobal Asset ClassesFixed Income4.0%-7.2%-2.1%-0.3%0.4%  5.1%4.5%5.0%4.3%5.1% 
Clean EnergyICLNGlobal SectorsClean Energy-44.0%9.1%4.8%-1.6%-6.6%  -24.2%38.3%23.9%14.1%12.1% 
US Treas 7-10yrIEFGlobal Asset ClassesFixed Income-4.2%7.2%4.5%4.0%4.1%5.2% -3.3%4.7%3.5%2.9%2.6%4.7%
InfrastructureIGFGlobal SectorsInfrastructure-11.0%-16.0%-8.6%-7.4%-6.5%  11.6%9.5%7.1%4.4%6.7% 
US Corp Med 5-10yIGIBGlobal Asset ClassesFixed Income-3.6%0.5%0.5%1.0%0.9%  -1.5%7.4%4.9%4.0%3.9% 
Intl TreasIGOVGlobal Asset ClassesFixed Income-13.4%-2.6%-0.3%-1.2%-1.7%  -9.2%1.4%2.5%0.8%0.7% 
MktVectors Intl Hi YieldIHYGlobal Asset ClassesFixed Income-9.0%-7.3%-3.0%-1.9%   -2.8%5.8%5.0%4.7%  
IndiaINDYGlobal EquitiesAsia and Australia15.9%-9.2%-1.5%-3.7%-5.0%  19.5%13.1%13.5%8.2%10.4% 
MktVectors Intermed MuniITMGlobal Asset ClassesFixed Income-1.1%2.0%2.2%2.3%2.6%  0.2%4.6%4.1%3.3%3.4% 
US Large CoreIWBGlobal Asset ClassesU.S. Equity: Lg / Mid-1.6%-0.8%-0.5%-0.4%-0.3%-0.1% 26.3%26.0%18.2%14.7%16.4%10.6%
iSh RussellIWCGlobal Asset ClassesU.S. Equity: Micro Cap16.1%-10.5%-9.9%-6.8%-5.5%-5.3% 18.7%20.6%11.4%10.2%13.5%7.2%
iSh Russ 1000 ValIWDGlobal Asset ClassesU.S. Equity: Lg Cap Val-2.0%-10.1%-7.8%-5.4%-3.8%-3.5% 24.9%17.4%11.0%9.6%12.8%7.3%
iSh Russ 1000 GroIWFGlobal Asset ClassesU.S. Equity: Lg Cap Gro-2.5%7.6%6.2%4.1%2.7%2.8% 27.4%33.8%25.1%19.4%19.6%13.5%
iSh Russ 2000IWMGlobal Asset ClassesU.S. Equity: Sm Cap0.3%-11.3%-9.6%-6.5%-6.0%-3.7% 14.5%19.9%11.9%10.7%13.2%8.7%
iSh Russ 2000 ValIWNGlobal Asset ClassesU.S. Equity: Sm Cap Val13.8%-14.6%-13.0%-7.8%-7.2%-5.3% 28.0%17.8%8.9%9.3%11.9%7.1%
iSh Russell 2000IWOGlobal Asset ClassesU.S. Equity: Sm Cap Gro-11.6%-9.3%-6.8%-5.7%-5.2%-2.5% 2.5%21.1%14.5%11.7%14.2%10.0%
iSh US Mid GrowthIWPGlobal Asset ClassesU.S. Equity: Mid Cap Gro-13.3%-0.6%-0.0%-1.1%-1.2%-0.2% 12.6%27.2%19.6%14.7%16.4%11.5%
iSh US Mid CoreIWRGlobal Asset ClassesU.S. Equity: Mid Cap-4.3%-6.6%-5.4%-4.0%-3.0%-1.7% 22.4%23.1%14.9%12.1%14.7%10.1%
iSh US Mid ValueIWSGlobal Asset ClassesU.S. Equity: Mid Cap Val1.0%-11.7%-9.8%-6.5%-4.6%-3.3% 28.1%19.4%11.0%9.8%13.2%8.6%
iSh Russell 3000IWVGlobal Asset ClassesU.S. Equity: Lg Cap-1.5%-1.4%-1.1%-0.9%-0.7%-0.5% 25.5%25.5%17.7%14.4%16.1%10.4%
EnergyIXCGlobal SectorsEnergy40.5%-36.1%-25.1%-19.4%-20.6%-11.0% 41.0%3.1%-0.3%-0.3%0.3%1.1%
FinancialsIXGGlobal SectorsFinancials-0.7%-15.1%-10.7%-8.6%-7.5%-12.2% 25.1%14.8%9.4%7.7%11.1%1.8%
HealthcareIXJGlobal SectorsHealthcare-5.6%0.9%2.0%-0.5%1.6%2.1% 19.6%18.4%15.5%10.8%14.4%10.0%
TechnologyIXNGlobal SectorsTechnology5.7%13.8%11.0%7.7%4.6%3.0% 29.6%40.1%29.7%23.4%22.0%14.5%
TelecomIXPGlobal SectorsTelecommunications-8.7%-1.8%-5.4%-4.1%-4.6%-2.3% 12.8%19.9%9.7%7.6%8.2%6.0%
iShares Real EstateIYRGlobal Asset ClassesU.S. Real Estate1.8%-5.3%-3.8%-2.4%-1.8%-5.3% 38.7%18.6%11.8%9.6%11.1%6.2%
US Hi YieldJNKGlobal Asset ClassesFixed Income-0.2%-4.0%-2.7%-1.7%-1.7%  4.0%7.8%5.2%4.6%5.1% 
Global UtilitiesJXIGlobal SectorsUtilities-23.4%-2.7%1.5%0.2%-0.3%-2.3% 10.9%13.1%11.2%7.7%8.3%4.6%
Consumer StaplesKXIGlobal SectorsConsumer Staples-11.8%-2.0%-2.3%-1.5%-1.5%1.3% 13.7%14.7%9.7%7.9%9.5%8.5%
US Mort BackedMBBGlobal Asset ClassesFixed Income-1.9%2.6%1.7%1.6%1.8%  -1.4%2.9%2.4%2.1%2.1% 
ChinaMCHIGlobal EquitiesAsia and Australia-24.3%-7.5%-3.9%-6.7%-6.3%  -21.7%7.3%8.9%4.8%6.5% 
MaterialsMXIGlobal SectorsMaterials-15.2%-8.9%-5.4%-6.1%-10.4%-7.4% 15.1%19.8%13.5%9.9%7.3%5.4%
NorwayNORWGlobal EquitiesEurope-4.7%-24.0%-12.9%-10.7%-14.8%  18.6%11.0%9.0%6.2%5.0% 
PwrSh Emerg Mkt Sov DebtPCYGlobal Asset ClassesFixed Income: Aggregate-16.4%-10.5%-5.6%-2.3%-2.2%  -4.3%4.8%3.5%4.1%4.6% 
PowerShares QQQQQQGlobal Asset ClassesU.S. Equity: Lg Cap Gro1.7%12.4%9.6%6.6%5.3%5.7% 27.4%38.1%28.4%22.3%22.9%16.9%
Consumer DiscretionaryRXIGlobal SectorsConsumer Discretionary-6.0%-5.7%-3.2%-3.0%-2.5%-2.1% 16.3%22.4%16.1%12.7%15.2%9.4%
Intl Dev Sm CapSCZGlobal Asset ClassesInt'l Equity: Small Cap-11.5%-11.2%-6.9%-4.5%-5.3%  10.1%15.3%11.0%9.5%10.7% 
iSh Treas 1-3ySHYGlobal Asset ClassesFixed Income: Short-Term-0.4%2.0%1.0%0.9%0.8%1.3% -0.7%1.9%1.5%1.2%1.0%1.8%
US Equity: Russell 3000SPTMGlobal EquitiesNorth America1.0%-0.8%-0.6%-0.7%-0.4%-0.2% 28.6%25.8%18.0%14.5%16.3%10.6%
S&P 500SPYGlobal Asset ClassesU.S. Equity: Lg Cap0.0%0.0%0.0%0.0%0.0%0.0% 28.7%26.0%18.4%14.8%16.5%10.6%
ThailandTHDGlobal EquitiesAsia and Australia-22.9%-30.6%-15.2%-11.5%-11.2%  1.9%-0.2%3.7%2.4%5.0% 
US Inflation ProtTIPGlobal Asset ClassesFixed Income3.1%5.3%2.7%2.4%1.4%3.0% 5.7%8.3%5.2%4.1%2.9%4.5%
iShares Treas 20y+ TLTGlobal Asset ClassesFixed Income: Long-Term-10.5%14.6%9.4%7.2%8.4%8.5% -4.6%8.8%6.6%4.6%4.5%6.6%
TurkeyTURGlobal EquitiesMideast and Africa-54.9%-38.1%-25.7%-25.5%-22.1%  -27.5%-6.6%-8.1%-11.9%-5.4% 
USD US Dollar indxUUPGlobal Asset ClassesCurrency: USD index10.5%3.5%0.7%2.0%3.4%  5.7%0.9%-0.2%1.3%1.5% 
VietnamVNMGlobal EquitiesAsia and Australia4.8%-14.6%-7.7%-12.5%-11.9%  22.0%13.6%11.1%2.9%5.7% 
Vanguard Real EstateVNQGlobal Asset ClassesU.S. Real Estate4.2%-3.6%-4.2%-2.3%-1.2%-4.4% 40.5%20.0%11.2%9.5%11.5%7.2%
Timber & ForestryWOODGlobal SectorsTimber and Forestry-5.3%-12.0%-7.5%-6.9%-7.7%  17.0%19.0%13.3%10.1%11.4%