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All Portfolios, ranked by Alpha

for period ending April 30, 2023
 
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-2.0%-2.0%-6.5%-5.0%-5.9%-4.7% 1.4%9.3%2.6%4.8%3.5%3.5%
  
ACWI (Global)ACWIGlobal Asset ClassesInt'l Equity: Core-0.1%-1.4%-3.6%-2.4%-3.5%-4.3% 2.7%12.3%7.2%9.4%8.0%5.7%
U.S. Total Bond MarketAGGGlobal Asset ClassesFixed Income: Aggregate-5.5%-8.2%-2.1%-2.1%-1.0%1.1% -0.3%-3.1%1.2%0.9%1.3%2.6%
Alerian US MLPAMLPGlobal Asset ClassesEquity: MLP8.8%14.5%-11.4%-14.7%-15.7%  11.3%26.2%3.8%2.1%-0.1% 
ArgentinaARGTGlobal EquitiesSouth America24.7%15.4%-9.6%-3.7%-4.7%  27.4%31.4%3.7%10.7%9.5% 
T-Bill 1-3 MonthBILGlobal Asset ClassesFixed Income: Cash-like-3.9%-1.6%-0.9%-0.7%-0.5%-0.4% 2.5%0.8%1.3%1.1%0.7%0.5%
U.S. Total Bond MarketBNDGlobal Asset ClassesFixed Income: Aggregate-5.7%-8.4%-2.3%-2.3%-1.1%1.2% -0.4%-3.2%1.2%0.9%1.3%2.7%
CHN PRC RenminbiCYBGlobal Asset ClassesCurrency: CHN Renminbi-7.7%-0.9%-2.7%-1.5%-1.4%  -1.8%3.1%0.6%1.7%1.2% 
AgricultureDBAGlobal Asset ClassesCommodities-10.4%10.2%-1.5%-3.1%-5.0%-7.3% -4.6%15.4%2.3%0.4%-1.9%-3.3%
Industrial MetalsDBBGlobal Asset ClassesCommodities-21.7%3.7%-7.2%-3.0%-6.1%-9.3% -18.6%15.7%1.1%5.8%1.6%-1.5%
OilDBOGlobal Asset ClassesCommodities-21.0%27.9%-5.5%-2.9%-16.0%-16.1% -16.5%38.9%5.0%8.4%-5.2%-6.6%
ChileECHGlobal EquitiesSouth America16.8%-2.8%-19.7%-12.5%-15.9%-10.2% 19.3%8.3%-9.1%-1.4%-5.3%-1.9%
iShares MSCIEEMGlobal Asset ClassesEquity: Emerging Mkts-9.1%-5.8%-10.4%-5.7%-8.7%-9.5% -5.5%4.2%-1.4%4.0%1.1%0.6%
Intl Dev CoreEFAGlobal Asset ClassesInt'l Equity: Lg Cap7.3%-1.0%-6.3%-4.6%-6.0%-7.1% 10.1%12.2%3.8%6.4%4.7%2.8%
iSh EAFE GrowthEFGGlobal Asset ClassesInt'l Equity: Lg Cap Gro7.6%-5.0%-5.4%-4.2%-5.4%-6.2% 9.9%9.4%5.0%7.0%5.6%3.5%
iSh EAFE ValueEFVGlobal Asset ClassesInt'l Equity: Lg Cap Val6.7%2.0%-8.1%-5.7%-7.4%-8.4% 9.8%14.2%1.8%5.1%3.3%1.6%
EqyptEGPTGlobal EquitiesMideast and Africa-12.9%-8.9%-19.3%-15.6%-13.9%  -6.9%-3.2%-11.5%-7.8%-6.1% 
IndonesiaEIDOGlobal EquitiesAsia and Australia-4.2%8.1%-8.1%-7.4%-12.1%  0.5%17.1%1.4%2.7%-2.0% 
IsraelEISGlobal EquitiesMideast and Africa-23.5%-9.9%-8.3%-9.6%-8.1%-7.5% -20.5%3.4%3.2%3.0%3.6%2.0%
iShares EmergEMBGlobal Asset ClassesFixed Income: Aggregate-5.5%-10.0%-7.1%-6.0%-4.9%-1.2% -1.3%-1.1%-0.4%0.8%1.1%3.7%
Emerg Mkt Hi YldEMHYGlobal Asset ClassesFixed Income-6.3%-6.7%-7.2%-5.7%-5.1%  -1.8%1.8%-0.4%1.3%1.4% 
New ZealandENZLGlobal EquitiesAsia and Australia-1.2%-10.6%-6.6%-5.3%-5.0%  1.6%2.6%3.5%5.6%5.9% 
PhilippinesEPHEGlobal EquitiesAsia and Australia-7.1%-5.8%-12.1%-11.9%-12.5%  -4.7%5.1%-3.5%-2.8%-3.5% 
PolandEPOLGlobal EquitiesEurope12.9%-12.1%-18.4%-14.1%-15.7%  14.7%7.8%-4.8%0.9%-1.6% 
PeruEPUGlobal EquitiesSouth America-0.7%-1.4%-14.4%-8.7%-10.9%  2.4%10.9%-3.8%2.7%-0.1% 
AustraliaEWAGlobal EquitiesAsia and Australia-3.1%0.1%-6.2%-5.9%-9.7%-8.1% -1.1%15.3%5.4%6.7%2.6%3.4%
CanadaEWCGlobal EquitiesNorth America-5.6%1.6%-4.7%-5.5%-7.4%-7.9% -2.9%15.6%6.9%7.0%4.5%2.7%
SwedenEWDGlobal EquitiesEurope5.5%-3.0%-5.8%-6.5%-7.8%-7.2% 7.1%14.4%6.5%6.9%5.0%4.8%
GermanyEWGGlobal EquitiesEurope14.7%-5.7%-11.4%-9.0%-9.4%-10.3% 16.5%10.5%0.6%4.2%3.8%1.8%
Hong KongEWHGlobal EquitiesAsia and Australia-5.1%-5.3%-8.9%-4.2%-5.1%-4.8% 0.3%2.2%-1.5%3.8%3.3%3.6%
ItalyEWIGlobal EquitiesEurope18.5%1.9%-9.5%-6.1%-7.5%-13.3% 20.7%17.9%2.3%6.6%5.0%-1.4%
JapanEWJGlobal EquitiesAsia and Australia2.1%-4.7%-7.4%-3.7%-4.9%-5.3% 5.2%5.9%1.0%5.4%3.9%2.3%
BelgiumEWKGlobal EquitiesEurope0.0%-3.6%-10.0%-8.3%-6.0%-9.7% 3.5%9.9%0.8%3.5%5.4%1.3%
SwitzerlandEWLGlobal EquitiesEurope2.6%-1.5%0.4%-0.7%-2.6%-2.1% 5.7%11.3%9.3%8.9%6.9%6.5%
MalaysiaEWMGlobal EquitiesAsia and Australia-13.5%-8.7%-12.7%-9.3%-11.3%-6.4% -9.6%1.2%-5.8%-2.2%-3.8%0.4%
NetherlandsEWNGlobal EquitiesEurope10.8%-1.1%-4.6%-3.2%-3.7%-6.9% 12.2%15.6%7.5%10.0%9.2%4.8%
AustriaEWOGlobal EquitiesEurope6.2%1.2%-13.4%-7.3%-9.4%-14.2% 8.4%16.7%-0.6%6.7%4.3%-0.9%
SpainEWPGlobal EquitiesEurope16.7%0.5%-10.4%-8.2%-9.1%-12.0% 19.8%14.2%-0.0%3.1%2.5%-1.0%
FranceEWQGlobal EquitiesEurope22.0%4.8%-5.0%-2.9%-4.7%-7.9% 24.0%20.6%6.7%9.8%7.7%3.5%
SingaporeEWSGlobal EquitiesAsia and Australia0.7%-4.7%-12.4%-7.9%-10.5%-8.4% 4.4%6.3%-2.8%2.6%0.1%1.8%
TaiwanEWTGlobal EquitiesAsia and Australia-9.8%0.7%-0.6%1.9%-1.8%-4.3% -7.4%13.6%9.6%12.7%8.7%5.8%
UKEWUGlobal EquitiesEurope5.4%2.4%-7.4%-6.2%-7.6%-7.8% 8.6%14.2%2.5%4.5%3.0%1.9%
MexicoEWWGlobal EquitiesNorth America24.6%17.0%-5.6%-7.9%-11.2%-8.9% 27.6%30.8%6.0%4.1%0.4%2.2%
S KoreaEWYGlobal EquitiesAsia and Australia-8.7%-9.1%-14.7%-9.1%-10.4%-10.6% -7.9%7.0%-2.8%3.9%2.1%1.5%
BrazilEWZGlobal EquitiesSouth America-6.1%-0.9%-13.5%-7.8%-15.2%-15.7% -3.0%12.8%-2.3%4.1%-2.5%-3.7%
IndustrialsEXIGlobal SectorsIndustrials7.3%1.1%-5.4%-4.3%-4.3%-4.9% 9.6%16.2%6.7%8.9%8.6%6.3%
S AfricaEZAGlobal EquitiesMideast and Africa-9.8%3.2%-14.6%-11.4%-12.2%-9.6% -7.1%15.4%-3.1%1.0%0.0%1.4%
EMUEZUGlobal EquitiesEurope17.2%-0.6%-8.2%-6.1%-7.0%-10.1% 19.2%15.3%3.5%6.7%5.6%1.6%
iSh MSCI Frontier 100FMGlobal Asset ClassesInt'l Equity: Frontier-21.6%-2.3%-10.9%-6.1%   -17.6%6.5%-2.5%2.9%  
AUStraliaFXAGlobal Asset ClassesCurrency: AUS Dollar-11.2%-7.5%-8.4%-7.8%-9.4%-6.3% -6.4%0.2%-2.5%-1.7%-3.8%-0.8%
GBP UK PoundFXBGlobal Asset ClassesCurrency: GBP Pound-4.4%-6.5%-6.5%-7.2%-6.7%-6.6% 0.6%-0.1%-1.9%-2.3%-2.3%-3.1%
CAN Canada DollarFXCGlobal Asset ClassesCurrency: CAN Dollar-10.0%-4.8%-5.5%-5.6%-7.2%-6.0% -4.6%0.9%-0.9%-1.0%-2.9%-1.8%
EUR EuroFXEGlobal Asset ClassesCurrency: EUR Euro-1.5%-5.6%-6.0%-4.6%-5.3%-6.0% 4.2%-0.5%-2.6%-1.3%-2.4%-2.6%
CHF Swiss FrancFXFGlobal Asset ClassesCurrency: CHF Franc2.1%-2.9%-2.1%-3.0%-2.8%-2.4% 8.1%1.6%1.0%-0.1%-0.6%0.3%
JPY Japan YenFXYGlobal Asset ClassesCurrency: JPY Yen-10.7%-12.6%-7.5%-6.2%-5.0%-2.7% -5.3%-8.2%-4.9%-4.0%-3.8%-2.2%
GreeceGREKGlobal EquitiesEurope20.2%7.7%-9.6%-6.4%-18.0%  23.4%22.0%2.1%6.6%-3.1% 
Muni Hi YieldHYDGlobal Asset ClassesFixed Income-8.3%-5.1%-5.9%-4.8%-3.0%  -3.5%1.4%-0.2%0.8%1.7% 
Clean EnergyICLNGlobal SectorsClean Energy-2.4%5.2%3.0%-0.2%-2.6%  0.2%21.3%15.2%12.8%10.4% 
US Treas 7-10yrIEFGlobal Asset ClassesFixed Income-6.1%-10.3%-1.4%-1.9%-0.5%2.4% -1.1%-5.2%1.2%0.3%0.9%3.0%
InfrastructureIGFGlobal SectorsInfrastructure-0.5%1.3%-4.4%-4.4%-4.4%-5.2% 2.8%12.7%5.2%5.9%5.2%3.4%
US Corp Med 5-10yIGIBGlobal Asset ClassesFixed Income-3.1%-7.4%-2.4%-2.7%-1.8%0.8% 1.7%-1.2%2.5%1.9%2.0%3.3%
Intl TreasIGOVGlobal Asset ClassesFixed Income-9.9%-14.4%-8.8%-7.2%-5.8%  -5.8%-6.6%-4.1%-2.6%-1.9% 
MktVectors Intl Hi YieldIHYGlobal Asset ClassesFixed Income-2.6%-6.3%-6.1%-4.4%-4.2%  1.8%2.1%0.3%2.2%1.9% 
IndiaINDYGlobal EquitiesAsia and Australia-5.3%9.1%-2.7%-0.7%-2.7%  -1.1%18.4%5.9%8.7%6.8% 
MktVectors Intermed MuniITMGlobal Asset ClassesFixed Income-1.8%-4.9%-1.9%-2.1%-0.6%1.8% 3.4%0.6%1.7%1.2%1.8%3.3%
US Large CoreIWBGlobal Asset ClassesU.S. Equity: Lg / Mid-1.1%-0.4%-0.6%-0.5%-0.4%-0.2% 1.6%14.1%10.9%12.2%11.8%9.6%
iSh RussellIWCGlobal Asset ClassesU.S. Equity: Micro Cap-14.1%-3.0%-10.6%-7.1%-6.2%-4.7% -10.9%10.6%1.9%6.6%6.9%6.5%
iSh Russ 1000 ValIWDGlobal Asset ClassesU.S. Equity: Lg Cap Val-1.9%1.3%-3.4%-3.3%-2.7%-2.5% 1.1%14.2%7.6%8.7%8.9%7.3%
iSh Russ 1000 GroIWFGlobal Asset ClassesU.S. Equity: Lg Cap Gro-0.2%-2.8%1.5%1.7%1.4%1.5% 2.2%13.4%13.6%15.1%14.3%11.6%
iSh Russ 2000IWMGlobal Asset ClassesU.S. Equity: Sm Cap-6.4%-2.7%-8.7%-6.1%-5.7%-3.6% -3.7%11.8%4.0%8.0%7.9%7.7%
iSh Russ 2000 ValIWNGlobal Asset ClassesU.S. Equity: Sm Cap Val-10.7%1.0%-9.3%-7.1%-6.6%-4.5% -8.2%15.2%3.4%7.0%6.8%6.7%
iSh Russell 2000IWOGlobal Asset ClassesU.S. Equity: Sm Cap Gro-2.2%-6.9%-8.9%-5.7%-5.2%-3.0% 0.7%7.7%3.9%8.4%8.5%8.3%
iSh US Mid GrowthIWPGlobal Asset ClassesU.S. Equity: Mid Cap Gro-1.0%-6.0%-3.5%-2.7%-2.3%-1.4% 1.6%9.1%8.8%10.8%10.6%9.3%
iSh US Mid CoreIWRGlobal Asset ClassesU.S. Equity: Mid Cap-4.4%-0.7%-4.4%-3.9%-3.1%-1.9% -1.8%13.6%7.8%9.5%9.7%8.8%
iSh US Mid ValueIWSGlobal Asset ClassesU.S. Equity: Mid Cap Val-6.1%1.6%-5.9%-5.5%-4.2%-2.7% -3.6%15.5%6.2%7.8%8.5%8.1%
iSh Russell 3000IWVGlobal Asset ClassesU.S. Equity: Lg Cap-1.4%-0.6%-1.2%-0.9%-0.8%-0.5% 1.3%13.9%10.4%11.9%11.5%9.5%
EnergyIXCGlobal SectorsEnergy13.9%19.3%-6.6%-6.3%-9.5%-8.6% 16.1%31.8%6.1%7.3%3.7%1.9%
FinancialsIXGGlobal SectorsFinancials-0.5%2.0%-7.9%-4.8%-6.2%-9.8% 2.6%15.6%3.4%7.8%6.1%2.3%
HealthcareIXJGlobal SectorsHealthcare0.3%-0.7%2.2%0.6%1.2%3.0% 4.5%9.8%10.6%9.9%10.3%10.2%
TechnologyIXNGlobal SectorsTechnology4.9%-0.3%3.8%6.3%4.0%2.0% 6.3%17.2%16.5%20.3%17.6%12.9%
TelecomIXPGlobal SectorsTelecommunications-1.7%-7.3%-5.6%-7.6%-6.1%-4.2% 1.4%5.9%4.5%3.3%4.0%3.6%
iShares Real EstateIYRGlobal Asset ClassesU.S. Real Estate-17.7%-7.2%-5.3%-6.6%-5.4%-5.1% -15.0%6.7%5.3%4.7%4.9%5.3%
US Hi YieldJNKGlobal Asset ClassesFixed Income-4.4%-5.3%-4.3%-3.2%-3.6%-1.6% -0.3%2.6%2.1%3.4%2.4%4.4%
Global UtilitiesJXIGlobal SectorsUtilities-1.6%-1.1%0.2%-0.3%-0.5%-2.9% 2.1%9.3%7.8%7.4%6.7%3.5%
Consumer StaplesKXIGlobal SectorsConsumer Staples1.3%1.2%0.6%-1.4%-1.3%1.0% 5.2%10.9%8.1%6.6%6.7%7.6%
US Mort BackedMBBGlobal Asset ClassesFixed Income-6.1%-8.5%-2.8%-2.7%-1.3%0.9% -1.0%-3.4%0.3%0.2%0.8%2.2%
ChinaMCHIGlobal EquitiesAsia and Australia-9.0%-11.6%-11.9%-4.2%-6.0%  -3.5%-6.1%-5.2%3.3%2.2% 
MaterialsMXIGlobal SectorsMaterials-3.5%2.9%-4.3%-2.6%-6.3%-9.1% -1.2%17.5%7.2%10.0%6.3%2.5%
NorwayNORWGlobal EquitiesEurope-14.6%-3.5%-13.6%-9.5%-12.9%  -12.6%13.4%-0.5%4.4%0.7% 
PwrSh Emerg Mkt Sov DebtPCYGlobal Asset ClassesFixed Income: Aggregate-2.3%-13.6%-9.6%-8.5%-6.7%-1.8% 1.1%-2.6%-1.8%-0.5%0.3%3.4%
PowerShares QQQQQQGlobal Asset ClassesU.S. Equity: Lg Cap Gro1.7%-2.5%3.3%4.5%4.1%4.2% 3.8%14.5%15.7%18.2%17.5%14.7%
Consumer DiscretionaryRXIGlobal SectorsConsumer Discretionary0.7%-4.4%-6.3%-4.9%-4.2%-2.1% 2.8%10.9%5.9%8.6%8.9%8.6%
Intl Dev Sm CapSCZGlobal Asset ClassesInt'l Equity: Small Cap-2.2%-4.0%-10.0%-6.6%-5.9%-6.0% 0.5%9.8%1.1%5.5%5.6%4.4%
iSh Treas 1-3ySHYGlobal Asset ClassesFixed Income: Short-Term-5.2%-3.9%-1.2%-1.1%-0.6%0.2% 0.9%-0.9%1.1%0.7%0.7%1.1%
US Equity: Russell 3000SPTMGlobal EquitiesNorth America-0.3%0.3%-0.4%-0.2%-0.3%-0.2% 2.4%14.7%11.1%12.5%11.9%9.7%
S&P 500SPYGlobal Asset ClassesU.S. Equity: Lg Cap0.0%0.0%0.0%0.0%0.0%0.0% 2.7%14.5%11.4%12.5%12.1%9.7%
ThailandTHDGlobal EquitiesAsia and Australia-6.8%-5.0%-13.6%-7.5%-10.3%-4.8% -2.5%5.8%-3.8%3.2%-0.3%4.9%
US Inflation ProtTIPGlobal Asset ClassesFixed Income-8.8%-5.3%-1.2%-1.5%-1.7%0.7% -4.1%0.7%2.8%2.3%1.3%2.9%
iShares Treas 20y+ TLTGlobal Asset ClassesFixed Income: Long-Term-13.1%-19.3%-2.9%-2.9%-0.3%4.1% -8.5%-12.3%-0.1%-0.6%0.9%3.7%
TurkeyTURGlobal EquitiesMideast and Africa38.7%10.1%-9.4%-11.4%-15.0%-11.3% 43.6%18.2%-1.1%-2.8%-5.9%-1.3%
USD US Dollar indxUUPGlobal Asset ClassesCurrency: USD index-5.7%2.0%2.6%2.4%3.0%2.9% 1.5%1.5%3.4%2.5%2.6%1.6%
VietnamVNMGlobal EquitiesAsia and Australia-31.7%-12.3%-17.7%-13.3%-14.7%  -28.0%-0.2%-6.8%-1.4%-3.0% 
Vanguard Real EstateVNQGlobal Asset ClassesU.S. Real Estate-19.1%-7.2%-4.9%-7.1%-5.2%-4.6% -16.5%6.8%5.7%4.3%5.1%5.9%
Timber & ForestryWOODGlobal SectorsTimber and Forestry-21.8%-2.2%-12.9%-5.6%-7.5%  -19.8%12.1%-0.7%7.7%5.6%