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All Portfolios, ranked by Historical Return

for period ending September 30, 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.
    Historical Return Total Return, annualized
Ingredient NameIDPeer GroupCategory20162017201820192020 1 year3 year5 year7 year10 year15 year
   Group average7.5%20.3%-9.9%18.0%8.5% 23.7%7.1%7.3%4.9%6.8%5.7%
  
ACWI (Global)ACWIGlobal Asset ClassesInt'l Equity: Core8.4%24.3%-9.1%26.6%16.3% 26.9%12.5%13.3%10.1%12.0% 
U.S. Total Bond MarketAGGGlobal Asset ClassesFixed Income: Aggregate2.4%3.6%0.1%8.5%7.5% -1.0%5.3%2.9%3.2%2.9%4.0%
Alerian US MLPAMLPGlobal Asset ClassesEquity: MLP14.8%-7.9%-12.6%6.0%-32.2% 83.5%-6.1%-4.1%-6.3%-0.4% 
ArgentinaARGTGlobal EquitiesSouth America28.0%53.9%-32.6%14.5%14.6% 43.7%8.8%7.7%7.5%6.3% 
T-Bill 1-3 MonthBILGlobal Asset ClassesFixed Income: Cash-like0.1%0.6%1.8%2.2%0.4% -0.1%1.0%1.0%0.7%0.5% 
U.S. Total Bond MarketBNDGlobal Asset ClassesFixed Income: Aggregate2.5%3.5%0.1%8.8%7.7% -1.0%5.4%2.9%3.2%3.0%4.1%
CHN PRC RenminbiCYBGlobal Asset ClassesCurrency: CHN Renminbi-4.3%12.1%-2.6%1.8%9.4% 6.8%4.4%3.4%2.0%2.1% 
AgricultureDBAGlobal Asset ClassesCommodities-3.1%-6.1%-8.7%-0.7%-2.5% 29.7%5.1%-0.4%-3.7%-4.0% 
Industrial MetalsDBBGlobal Asset ClassesCommodities25.6%30.1%-20.7%-1.2%15.5% 36.7%8.2%8.4%3.2%1.3% 
OilDBOGlobal Asset ClassesCommodities7.0%4.9%-16.6%28.0%-21.0% 90.8%1.1%9.5%-9.1%-4.9% 
ChileECHGlobal EquitiesSouth America19.5%41.8%-19.0%-17.8%-8.9% 10.3%-15.7%-5.2%-5.2%-5.4% 
iShares MSCIEEMGlobal Asset ClassesEquity: Emerging Mkts10.9%37.3%-15.3%18.2%17.0% 16.0%7.7%8.3%5.0%5.8%5.1%
Intl Dev CoreEFAGlobal Asset ClassesInt'l Equity: Lg Cap1.4%25.1%-13.8%22.0%7.6% 25.4%7.5%8.6%5.7%8.1%4.0%
iSh EAFE GrowthEFGGlobal Asset ClassesInt'l Equity: Lg Cap Gro-3.1%28.9%-12.9%27.5%17.8% 19.9%11.5%10.9%8.4%9.9%5.5%
iSh EAFE ValueEFVGlobal Asset ClassesInt'l Equity: Lg Cap Val5.1%21.2%-14.6%15.8%-3.0% 29.8%2.8%5.6%2.5%5.9%2.0%
EqyptEGPTGlobal EquitiesMideast and Africa-30.9%24.8%-13.2%6.8%-11.5% 2.1%-4.9%-6.2%-12.3%-3.0% 
IndonesiaEIDOGlobal EquitiesAsia and Australia17.0%19.4%-10.9%5.3%-7.1% 27.3%-0.4%-2.4%-1.7%-0.2% 
IsraelEISGlobal EquitiesMideast and Africa-4.0%12.8%-4.8%20.9%12.0% 36.8%9.5%9.7%6.6%7.8% 
iShares EmergEMBGlobal Asset ClassesFixed Income: Aggregate9.3%10.3%-5.5%15.5%5.4% 3.2%5.4%3.4%4.3%5.1% 
Emerg Mkt Hi YldEMHYGlobal Asset ClassesFixed Income15.3%8.2%-5.2%13.0%3.8% 7.6%5.0%3.3%4.2%  
New ZealandENZLGlobal EquitiesAsia and Australia11.1%24.1%0.4%30.1%19.2% 9.5%11.0%9.2%10.8%12.4% 
PhilippinesEPHEGlobal EquitiesAsia and Australia-3.3%20.2%-17.5%8.5%-3.9% 12.9%0.4%-3.7%-2.8%4.2% 
PolandEPOLGlobal EquitiesEurope2.4%52.4%-13.8%-6.1%-8.4% 34.2%-0.9%5.8%-1.6%2.1% 
PeruEPUGlobal EquitiesSouth America64.0%29.7%-12.2%7.3%-4.3% -9.4%-8.7%-2.3%-1.7%-0.7% 
RussiaERUSGlobal EquitiesEurope54.6%3.9%-3.9%49.3%-8.7% 54.2%17.4%15.8%9.8%6.5% 
AustraliaEWAGlobal EquitiesAsia and Australia11.1%19.9%-12.0%22.4%8.3% 28.7%8.0%7.9%5.0%6.9%5.9%
CanadaEWCGlobal EquitiesNorth America23.8%15.7%-17.2%27.6%5.5% 34.9%10.5%9.5%4.6%5.9%4.9%
SwedenEWDGlobal EquitiesEurope2.4%21.9%-12.8%21.7%22.3% 30.9%13.9%12.5%8.1%10.6%7.0%
GermanyEWGGlobal EquitiesEurope3.6%27.4%-21.4%19.2%10.6% 16.4%5.8%7.0%4.8%8.4%4.6%
Hong KongEWHGlobal EquitiesAsia and Australia1.3%36.5%-8.7%10.7%4.2% 12.0%2.8%4.9%5.4%8.5%6.8%
ItalyEWIGlobal EquitiesEurope-8.6%28.7%-17.2%26.9%1.7% 32.5%7.6%10.6%3.0%5.9%-1.1%
JapanEWJGlobal EquitiesAsia and Australia2.8%24.3%-14.1%19.3%15.4% 20.3%6.9%8.7%7.5%8.1%3.3%
BelgiumEWKGlobal EquitiesEurope-1.4%23.7%-20.4%25.9%-0.9% 26.2%5.2%4.6%5.9%9.7%2.2%
SwitzerlandEWLGlobal EquitiesEurope-2.5%23.4%-9.2%31.5%11.8% 15.6%12.4%11.0%7.6%10.4%7.0%
MalaysiaEWMGlobal EquitiesAsia and Australia-4.0%24.3%-6.3%-1.4%3.2% -0.2%-4.7%-0.6%-4.4%0.2%4.3%
NetherlandsEWNGlobal EquitiesEurope4.1%33.8%-15.4%32.4%23.2% 42.8%19.6%16.7%12.8%13.9%7.2%
AustriaEWOGlobal EquitiesEurope7.9%52.5%-22.9%17.1%-3.7% 73.3%5.1%11.3%8.7%7.7%1.1%
SpainEWPGlobal EquitiesEurope-1.8%27.0%-15.3%11.9%-4.9% 27.9%-0.2%3.3%-1.8%2.3%0.4%
FranceEWQGlobal EquitiesEurope4.9%29.1%-12.9%26.6%2.9% 35.4%7.8%11.2%7.3%9.6%3.9%
SingaporeEWSGlobal EquitiesAsia and Australia0.7%34.8%-11.3%14.5%-8.5% 25.1%1.4%4.9%1.4%4.2%5.3%
TaiwanEWTGlobal EquitiesAsia and Australia17.7%26.8%-9.9%33.3%31.5% 40.7%21.0%17.5%13.5%13.0%9.0%
UKEWUGlobal EquitiesEurope-1.2%21.6%-14.3%21.2%-11.8% 30.1%1.7%4.1%1.2%4.9%1.9%
MexicoEWWGlobal EquitiesNorth America-10.3%14.5%-14.6%12.6%-3.1% 47.5%0.1%1.9%-3.0%1.7%2.6%
S KoreaEWYGlobal EquitiesAsia and Australia8.4%45.0%-20.4%7.9%39.4% 24.4%7.2%8.6%6.0%7.2%5.1%
BrazilEWZGlobal EquitiesSouth America64.5%23.7%-2.6%27.7%-20.3% 18.8%1.0%1.5%-1.8%-2.2%1.8%
IndustrialsEXIGlobal SectorsIndustrials13.5%25.2%-14.4%27.1%11.3% 27.8%9.6%11.6%9.5%12.4%7.5%
S AfricaEZAGlobal EquitiesMideast and Africa16.8%36.0%-25.2%9.6%-5.2% 33.9%2.6%1.6%0.2%2.3%4.2%
EMUEZUGlobal EquitiesEurope1.9%27.9%-16.7%23.2%6.7% 30.0%7.6%9.3%5.6%8.5%3.1%
iSh MSCI Frontier 100FMGlobal Asset ClassesInt'l Equity: Frontier2.0%36.2%-17.9%19.9%-3.4% 35.4%9.4%8.8%   
AUStraliaFXAGlobal Asset ClassesCurrency: AUS Dollar-0.1%9.1%-8.8%0.1%9.5% 0.6%-0.0%-0.8%-2.1%-1.8%2.0%
GBP UK PoundFXBGlobal Asset ClassesCurrency: GBP Pound-16.7%9.1%-5.8%3.9%2.9% 4.0%0.9%0.5%-2.9%-1.7%-1.8%
CAN Canada DollarFXCGlobal Asset ClassesCurrency: CAN Dollar2.7%6.7%-7.6%6.0%1.9% 4.7%0.8%0.8%-1.8%-1.8%-0.4%
EUR EuroFXEGlobal Asset ClassesCurrency: EUR Euro-3.9%13.1%-5.3%-2.9%7.9% -2.2%-1.0%-0.3%-2.0%-2.1%-0.6%
CHF Swiss FrancFXFGlobal Asset ClassesCurrency: CHF Franc-2.7%3.3%-2.0%0.3%8.2% -2.3%0.6%-0.3%-0.8%-1.2%1.5%
JPY Japan YenFXYGlobal Asset ClassesCurrency: JPY Yen2.3%3.2%2.3%0.4%4.6% -5.8%0.1%-2.4%-0.7%-4.1% 
GreeceGREKGlobal EquitiesEurope-0.2%34.8%-31.2%50.2%-13.9% 38.1%5.4%7.1%-8.0%  
Muni Hi YieldHYDGlobal Asset ClassesFixed Income0.4%9.8%1.8%8.6%0.2% 8.4%3.9%3.4%4.5%5.0% 
Clean EnergyICLNGlobal SectorsClean Energy-16.9%21.5%-9.0%44.3%141.8% 17.9%37.8%21.1%12.8%11.6% 
US Treas 7-10yrIEFGlobal Asset ClassesFixed Income1.0%2.6%1.0%8.0%10.0% -4.7%6.0%2.3%3.3%2.7%4.7%
InfrastructureIGFGlobal SectorsInfrastructure9.3%19.3%-9.9%25.8%-6.5% 22.3%6.0%5.1%3.9%6.9% 
US Corp Med 5-10yIGIBGlobal Asset ClassesFixed Income3.3%3.3%-0.7%14.6%9.6% 1.1%7.5%4.5%4.2%4.1% 
Intl TreasIGOVGlobal Asset ClassesFixed Income0.9%11.3%-2.6%3.8%10.9% -2.9%2.4%0.7%0.7%0.6% 
MktVectors Intl Hi YieldIHYGlobal Asset ClassesFixed Income11.4%12.5%-4.5%12.3%8.6% 6.4%5.5%4.8%4.0%  
IndiaINDYGlobal EquitiesAsia and Australia1.0%36.1%-4.3%10.0%10.0% 48.1%15.1%12.0%8.7%9.2% 
MktVectors Intermed MuniITMGlobal Asset ClassesFixed Income-1.1%6.1%0.8%7.8%5.9% 1.9%5.2%2.9%3.4%3.7% 
US Large CoreIWBGlobal Asset ClassesU.S. Equity: Lg / Mid12.0%21.5%-4.9%31.1%20.8% 30.8%16.3%17.0%13.9%16.6%10.4%
iSh RussellIWCGlobal Asset ClassesU.S. Equity: Micro Cap20.6%12.8%-13.1%22.2%20.9% 60.6%11.9%14.3%12.4%15.3%8.1%
iSh Russ 1000 ValIWDGlobal Asset ClassesU.S. Equity: Lg Cap Val17.3%13.5%-8.4%26.1%2.7% 34.8%9.9%10.8%9.1%13.3%7.3%
iSh Russ 1000 GroIWFGlobal Asset ClassesU.S. Equity: Lg Cap Gro7.0%30.0%-1.7%35.9%38.3% 27.1%21.7%22.6%18.3%19.4%13.1%
iSh Russ 2000IWMGlobal Asset ClassesU.S. Equity: Sm Cap21.6%14.6%-11.1%25.4%20.0% 47.4%10.4%13.4%11.9%14.6%9.2%
iSh Russ 2000 ValIWNGlobal Asset ClassesU.S. Equity: Sm Cap Val32.0%7.7%-13.0%22.0%4.7% 63.7%8.4%10.9%10.1%13.1%7.4%
iSh Russell 2000IWOGlobal Asset ClassesU.S. Equity: Sm Cap Gro11.7%22.3%-9.4%28.5%34.7% 33.0%11.6%15.3%13.2%15.8%10.6%
iSh US Mid GrowthIWPGlobal Asset ClassesU.S. Equity: Mid Cap Gro7.2%24.9%-4.9%35.0%35.2% 30.0%18.9%19.0%15.1%17.3%11.8%
iSh US Mid CoreIWRGlobal Asset ClassesU.S. Equity: Mid Cap13.7%18.3%-9.1%30.2%16.9% 37.9%14.0%14.2%12.0%15.3%10.1%
iSh US Mid ValueIWSGlobal Asset ClassesU.S. Equity: Mid Cap Val19.8%13.1%-12.4%26.7%4.8% 42.2%10.1%10.4%9.4%13.7%8.6%
iSh Russell 3000IWVGlobal Asset ClassesU.S. Equity: Lg Cap12.6%21.0%-5.4%30.7%20.5% 31.8%15.8%16.7%13.7%16.4%10.3%
EnergyIXCGlobal SectorsEnergy27.9%5.5%-14.8%12.6%-30.9% 71.0%-6.1%0.1%-3.1%1.4%1.5%
FinancialsIXGGlobal SectorsFinancials11.7%23.8%-16.3%24.6%-3.0% 50.0%8.5%11.5%7.4%11.3%2.2%
HealthcareIXJGlobal SectorsHealthcare-6.0%20.4%2.8%23.2%12.7% 18.0%11.7%12.5%9.9%14.4%9.5%
TechnologyIXNGlobal SectorsTechnology13.9%41.2%-5.4%47.9%43.6% 29.8%25.9%26.3%21.8%21.3%13.9%
TelecomIXPGlobal SectorsTelecommunications5.5%6.7%-13.7%25.2%22.2% 29.4%15.5%9.3%7.4%8.9%6.9%
iShares Real EstateIYRGlobal Asset ClassesU.S. Real Estate7.0%9.3%-4.3%28.2%-6.1% 30.8%11.1%8.1%9.3%11.0%5.9%
US Hi YieldJNKGlobal Asset ClassesFixed Income14.4%6.0%-3.3%14.9%5.0% 9.7%5.8%5.3%4.1%6.1% 
Global UtilitiesJXIGlobal SectorsUtilities6.3%14.8%2.3%23.9%5.2% 8.1%9.4%7.9%6.6%7.5%4.6%
Consumer StaplesKXIGlobal SectorsConsumer Staples1.2%17.6%-10.7%23.4%7.7% 10.9%8.7%6.4%7.0%9.4%8.3%
US Mort BackedMBBGlobal Asset ClassesFixed Income1.3%2.5%0.8%6.2%4.1% -0.5%3.8%2.1%2.4%2.2% 
ChinaMCHIGlobal EquitiesAsia and Australia-0.3%54.7%-19.8%23.7%27.8% -8.1%5.4%8.3%6.9%8.4% 
MaterialsMXIGlobal SectorsMaterials23.5%30.3%-16.0%22.2%22.3% 24.3%10.9%12.3%7.6%7.2%5.7%
NorwayNORWGlobal EquitiesEurope17.3%22.4%-8.0%12.5%2.6% 43.5%2.4%9.2%2.3%5.8% 
PwrSh Emerg Mkt Sov DebtPCYGlobal Asset ClassesFixed Income: Aggregate8.9%9.7%-6.2%17.7%2.3% 2.9%4.6%2.1%4.1%5.2% 
PowerShares QQQQQQGlobal Asset ClassesU.S. Equity: Lg Cap Gro7.1%32.7%-0.1%39.0%48.6% 29.5%25.3%25.7%21.2%22.4%16.6%
Consumer DiscretionaryRXIGlobal SectorsConsumer Discretionary3.1%22.9%-6.3%26.8%24.5% 23.2%12.4%14.5%12.2%15.0%9.5%
Intl Dev Sm CapSCZGlobal Asset ClassesInt'l Equity: Small Cap2.6%32.7%-17.3%24.6%11.7% 28.3%8.9%10.1%9.1%10.8% 
iSh Treas 1-3ySHYGlobal Asset ClassesFixed Income: Short-Term0.8%0.3%1.5%3.4%3.0% -0.1%2.5%1.5%1.3%1.0%1.9%
US Equity: Russell 3000SPTMGlobal EquitiesNorth America12.2%21.2%-5.3%31.3%18.0% 31.5%15.6%16.5%13.7%16.4%10.4%
S&P 500SPYGlobal Asset ClassesU.S. Equity: Lg Cap12.0%21.7%-4.6%31.2%18.4% 30.0%15.9%16.8%13.9%16.5%10.3%
ThailandTHDGlobal EquitiesAsia and Australia26.3%31.5%-8.2%8.3%-9.9% 21.5%-5.3%2.8%0.9%6.1% 
US Inflation ProtTIPGlobal Asset ClassesFixed Income4.7%2.9%-1.4%8.3%10.8% 4.9%7.2%4.1%3.7%3.0%4.3%
iShares Treas 20y+ TLTGlobal Asset ClassesFixed Income: Long-Term1.2%9.0%-1.6%14.1%18.2% -10.3%9.2%3.1%5.5%4.3%6.4%
TurkeyTURGlobal EquitiesMideast and Africa-8.6%37.6%-41.5%14.4%-1.9% 11.2%-1.3%-8.5%-9.0%-5.5% 
USD US Dollar indxUUPGlobal Asset ClassesCurrency: USD index3.2%-9.1%5.9%4.1%-6.7% -0.2%0.7%0.9%1.8%1.5% 
VietnamVNMGlobal EquitiesAsia and Australia-9.7%38.8%-16.7%9.3%9.8% 30.3%5.4%6.2%-0.1%3.0% 
Vanguard Real EstateVNQGlobal Asset ClassesU.S. Real Estate8.6%4.9%-6.0%28.9%-4.7% 33.5%12.0%7.5%9.4%11.5%6.8%
Timber & ForestryWOODGlobal SectorsTimber and Forestry14.3%34.5%-17.7%19.8%20.3% 33.3%6.1%13.0%10.0%11.5%