VizMetrics Inc. - Better visibility. Better results.

All Portfolios, ranked by Historical Return

for period ending May 31, 2022
 
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 GroupCategory20172018201920202021 1 year3 year5 year7 year10 year15 year
   Group average20.3%-9.9%18.0%8.5%10.5% -6.8%5.5%4.2%3.7%5.3%3.6%
  
ACWI (Global)ACWIGlobal Asset ClassesInt'l Equity: Core24.3%-9.1%26.6%16.3%18.7% -6.8%11.7%9.1%8.1%10.3% 
U.S. Total Bond MarketAGGGlobal Asset ClassesFixed Income: Aggregate3.6%0.1%8.5%7.5%-1.8% -8.1%-0.1%1.1%1.5%1.6%3.2%
Alerian US MLPAMLPGlobal Asset ClassesEquity: MLP-7.9%-12.6%6.0%-32.2%39.0% 27.2%3.6%0.9%-1.5%1.3% 
ArgentinaARGTGlobal EquitiesSouth America53.9%-32.6%14.5%14.6%3.8% 1.4%3.9%1.2%6.5%7.9% 
T-Bill 1-3 MonthBILGlobal Asset ClassesFixed Income: Cash-like0.6%1.8%2.2%0.4%-0.1% -0.0%0.5%1.0%0.7%0.5%0.6%
U.S. Total Bond MarketBNDGlobal Asset ClassesFixed Income: Aggregate3.5%0.1%8.8%7.7%-1.9% -8.1%0.0%1.2%1.5%1.7%3.3%
CHN PRC RenminbiCYBGlobal Asset ClassesCurrency: CHN Renminbi12.1%-2.6%1.8%9.4%4.2% -2.3%3.7%3.0%1.5%1.8% 
AgricultureDBAGlobal Asset ClassesCommodities-6.1%-8.7%-0.7%-2.5%22.4% 18.3%10.4%2.5%0.5%-1.4%-0.8%
Industrial MetalsDBBGlobal Asset ClassesCommodities30.1%-20.7%-1.2%15.5%29.0% 8.6%15.2%8.1%6.3%2.5%-0.5%
OilDBOGlobal Asset ClassesCommodities4.9%-16.6%28.0%-21.0%60.7% 64.6%28.3%19.0%4.3%-2.2%-1.5%
ChileECHGlobal EquitiesSouth America41.8%-19.0%-17.8%-8.9%-19.7% 8.5%-5.3%-4.5%-2.2%-4.7% 
iShares MSCIEEMGlobal Asset ClassesEquity: Emerging Mkts37.3%-15.3%18.2%17.0%-3.6% -20.8%3.7%2.8%2.7%3.4%2.1%
Intl Dev CoreEFAGlobal Asset ClassesInt'l Equity: Lg Cap25.1%-13.8%22.0%7.6%11.5% -10.5%6.5%4.2%3.7%7.1%2.0%
iSh EAFE GrowthEFGGlobal Asset ClassesInt'l Equity: Lg Cap Gro28.9%-12.9%27.5%17.8%11.0% -16.8%6.4%5.0%4.5%7.5%2.9%
iSh EAFE ValueEFVGlobal Asset ClassesInt'l Equity: Lg Cap Val21.2%-14.6%15.8%-3.0%11.1% -4.6%5.6%2.7%2.1%6.0%0.7%
EqyptEGPTGlobal EquitiesMideast and Africa24.8%-13.2%6.8%-11.5%11.4% -18.0%-11.0%-5.2%-11.8%-6.2% 
IndonesiaEIDOGlobal EquitiesAsia and Australia19.4%-10.9%5.3%-7.1%-0.6% 18.5%1.2%0.4%1.2%0.8% 
IsraelEISGlobal EquitiesMideast and Africa12.8%-4.8%20.9%12.0%22.8% -3.8%9.1%5.7%5.0%7.4% 
iShares EmergEMBGlobal Asset ClassesFixed Income: Aggregate10.3%-5.5%15.5%5.4%-2.2% -15.0%-2.0%-0.2%1.6%2.6% 
Emerg Mkt Hi YldEMHYGlobal Asset ClassesFixed Income8.2%-5.2%13.0%3.8%-1.9% -13.7%-1.3%-0.4%2.1%3.3% 
New ZealandENZLGlobal EquitiesAsia and Australia24.1%0.4%30.1%19.2%-11.4% -19.6%0.5%4.8%7.0%9.4% 
PhilippinesEPHEGlobal EquitiesAsia and Australia20.2%-17.5%8.5%-3.9%-2.2% -3.6%-5.0%-3.5%-3.5%1.2% 
PolandEPOLGlobal EquitiesEurope52.4%-13.8%-6.1%-8.4%12.2% -25.8%-7.9%-5.5%-3.5%-0.0% 
PeruEPUGlobal EquitiesSouth America29.7%-12.2%7.3%-4.3%-11.8% -2.9%-1.4%0.6%2.9%-0.9% 
RussiaERUSGlobal EquitiesEurope3.9%-3.9%49.3%-8.7%21.3% -80.3%-36.0%-19.0%-12.9%-10.8% 
AustraliaEWAGlobal EquitiesAsia and Australia19.9%-12.0%22.4%8.3%9.0% -3.0%8.2%7.3%5.9%6.5%3.8%
CanadaEWCGlobal EquitiesNorth America15.7%-17.2%27.6%5.5%27.0% 1.8%13.8%10.0%6.7%6.4%3.6%
SwedenEWDGlobal EquitiesEurope21.9%-12.8%21.7%22.3%22.9% -20.5%11.7%5.3%4.9%8.0%3.6%
GermanyEWGGlobal EquitiesEurope27.4%-21.4%19.2%10.6%5.8% -21.6%3.1%-0.1%1.4%5.8%1.1%
Hong KongEWHGlobal EquitiesAsia and Australia36.5%-8.7%10.7%4.2%-3.5% -19.1%-0.9%1.8%2.0%6.6%5.0%
ItalyEWIGlobal EquitiesEurope28.7%-17.2%26.9%1.7%14.4% -11.7%6.6%3.7%1.9%6.6%-2.8%
JapanEWJGlobal EquitiesAsia and Australia24.3%-14.1%19.3%15.4%1.2% -14.3%4.8%3.2%3.1%6.6%1.4%
BelgiumEWKGlobal EquitiesEurope23.7%-20.4%25.9%-0.9%12.9% -13.9%4.4%1.1%3.2%8.5%0.4%
SwitzerlandEWLGlobal EquitiesEurope23.4%-9.2%31.5%11.8%20.2% -4.8%10.2%7.6%5.9%9.9%5.6%
MalaysiaEWMGlobal EquitiesAsia and Australia24.3%-6.3%-1.4%3.2%-7.4% -6.0%-3.0%-1.4%-2.4%-1.6%1.1%
NetherlandsEWNGlobal EquitiesEurope33.8%-15.4%32.4%23.2%22.7% -19.4%11.8%7.9%7.8%11.5%4.2%
AustriaEWOGlobal EquitiesEurope52.5%-22.9%17.1%-3.7%31.5% -12.5%5.7%2.9%6.0%7.0%-1.7%
SpainEWPGlobal EquitiesEurope27.0%-15.3%11.9%-4.9%0.3% -11.9%0.5%-1.8%-0.8%5.8%-1.3%
FranceEWQGlobal EquitiesEurope29.1%-12.9%26.6%2.9%21.5% -8.6%8.5%5.7%6.1%9.1%1.9%
SingaporeEWSGlobal EquitiesAsia and Australia34.8%-11.3%14.5%-8.5%5.6% -16.0%-1.5%-0.2%-0.2%2.0%1.5%
TaiwanEWTGlobal EquitiesAsia and Australia26.8%-9.9%33.3%31.5%28.9% -6.0%22.8%13.6%11.2%11.7%7.6%
UKEWUGlobal EquitiesEurope21.6%-14.3%21.2%-11.8%18.2% 2.6%5.4%3.2%1.8%4.8%1.0%
MexicoEWWGlobal EquitiesNorth America14.5%-14.6%12.6%-3.1%20.3% 10.6%9.0%2.4%0.4%1.5%0.6%
S KoreaEWYGlobal EquitiesAsia and Australia45.0%-20.4%7.9%39.4%-7.6% -24.5%8.8%2.0%4.3%4.3%2.5%
BrazilEWZGlobal EquitiesSouth America23.7%-2.6%27.7%-20.3%-17.3% -1.0%-1.0%3.8%4.7%-0.6%-0.2%
IndustrialsEXIGlobal SectorsIndustrials25.2%-14.4%27.1%11.3%17.4% -12.0%9.0%6.6%7.4%10.1%5.4%
S AfricaEZAGlobal EquitiesMideast and Africa36.0%-25.2%9.6%-5.2%7.9% -7.1%3.7%0.9%0.3%1.5%1.9%
EMUEZUGlobal EquitiesEurope27.9%-16.7%23.2%6.7%13.9% -15.4%5.7%2.7%3.4%7.6%0.5%
iSh MSCI Frontier 100FMGlobal Asset ClassesInt'l Equity: Frontier36.2%-17.9%19.9%-3.4%24.3% -4.9%4.4%3.7%2.8%  
AUStraliaFXAGlobal Asset ClassesCurrency: AUS Dollar9.1%-8.8%0.1%9.5%-6.2% -7.3%0.9%-0.5%-0.5%-2.2%1.0%
GBP UK PoundFXBGlobal Asset ClassesCurrency: GBP Pound9.1%-5.8%3.9%2.9%-1.5% -11.6%-0.4%-0.7%-3.0%-2.3%-2.8%
CAN Canada DollarFXCGlobal Asset ClassesCurrency: CAN Dollar6.7%-7.6%6.0%1.9%0.2% -4.9%2.2%1.4%-0.3%-2.0%-0.8%
EUR EuroFXEGlobal Asset ClassesCurrency: EUR Euro13.1%-5.3%-2.9%7.9%-7.8% -12.9%-2.3%-1.8%-1.2%-2.1%-1.6%
CHF Swiss FrancFXFGlobal Asset ClassesCurrency: CHF Franc3.3%-2.0%0.3%8.2%-4.1% -7.4%0.2%-1.0%-1.5%-0.8%1.0%
JPY Japan YenFXYGlobal Asset ClassesCurrency: JPY Yen3.2%2.3%0.4%4.6%-10.9% -15.2%-6.1%-3.5%-1.0%-5.3%-0.8%
GreeceGREKGlobal EquitiesEurope34.8%-31.2%50.2%-13.9%6.2% -4.3%1.4%1.5%-2.4%0.7% 
Muni Hi YieldHYDGlobal Asset ClassesFixed Income9.8%1.8%8.6%0.2%5.1% -8.7%-0.8%1.6%2.6%3.0% 
Clean EnergyICLNGlobal SectorsClean Energy21.5%-9.0%44.3%141.8%-24.2% -12.3%27.1%20.0%9.5%13.5% 
US Treas 7-10yrIEFGlobal Asset ClassesFixed Income2.6%1.0%8.0%10.0%-3.3% -8.8%-0.5%0.8%1.2%1.2%3.9%
InfrastructureIGFGlobal SectorsInfrastructure19.3%-9.9%25.8%-6.5%11.6% 11.5%7.5%5.8%5.2%7.6% 
US Corp Med 5-10yIGIBGlobal Asset ClassesFixed Income3.3%-0.7%14.6%9.6%-1.5% -9.7%1.0%2.1%2.2%2.4%3.8%
Intl TreasIGOVGlobal Asset ClassesFixed Income11.3%-2.6%3.8%10.9%-9.2% -19.3%-4.4%-1.8%-0.5%-0.7% 
MktVectors Intl Hi YieldIHYGlobal Asset ClassesFixed Income12.5%-4.5%12.3%8.6%-2.8% -16.7%-0.5%0.8%2.1%4.0% 
IndiaINDYGlobal EquitiesAsia and Australia36.1%-4.3%10.0%10.0%19.5% -1.5%5.9%6.6%6.5%9.2% 
MktVectors Intermed MuniITMGlobal Asset ClassesFixed Income6.1%0.8%7.8%5.9%0.2% -8.8%-0.5%1.2%2.0%2.1% 
US Large CoreIWBGlobal Asset ClassesU.S. Equity: Lg / Mid21.5%-4.9%31.1%20.8%26.3% -2.9%15.9%13.0%11.7%14.1%8.9%
iSh RussellIWCGlobal Asset ClassesU.S. Equity: Micro Cap12.8%-13.1%22.2%20.9%18.7% -22.4%10.5%7.6%6.6%10.7%5.5%
iSh Russ 1000 ValIWDGlobal Asset ClassesU.S. Equity: Lg Cap Val13.5%-8.4%26.1%2.7%24.9% 0.7%12.6%9.3%8.6%11.9%6.4%
iSh Russ 1000 GroIWFGlobal Asset ClassesU.S. Equity: Lg Cap Gro30.0%-1.7%35.9%38.3%27.4% -6.5%18.1%15.9%14.3%15.8%11.0%
iSh Russ 2000IWMGlobal Asset ClassesU.S. Equity: Sm Cap14.6%-11.1%25.4%20.0%14.5% -17.0%9.6%7.6%7.3%10.8%6.8%
iSh Russ 2000 ValIWNGlobal Asset ClassesU.S. Equity: Sm Cap Val7.7%-13.0%22.0%4.7%28.0% -8.0%12.0%7.7%7.9%10.6%6.1%
iSh Russell 2000IWOGlobal Asset ClassesU.S. Equity: Sm Cap Gro22.3%-9.4%28.5%34.7%2.5% -25.8%6.1%6.8%6.2%10.6%7.3%
iSh US Mid GrowthIWPGlobal Asset ClassesU.S. Equity: Mid Cap Gro24.9%-4.9%35.0%35.2%12.6% -18.9%9.2%10.4%9.1%12.4%8.4%
iSh US Mid CoreIWRGlobal Asset ClassesU.S. Equity: Mid Cap18.3%-9.1%30.2%16.9%22.4% -7.0%12.7%10.3%9.2%12.6%8.2%
iSh US Mid ValueIWSGlobal Asset ClassesU.S. Equity: Mid Cap Val13.1%-12.4%26.7%4.8%28.1% -0.3%13.1%8.9%8.3%12.1%7.4%
iSh Russell 3000IWVGlobal Asset ClassesU.S. Equity: Lg Cap21.0%-5.4%30.7%20.5%25.5% -3.9%15.4%12.6%11.4%13.8%8.7%
EnergyIXCGlobal SectorsEnergy5.5%-14.8%12.6%-30.9%41.0% 60.9%15.1%9.5%5.5%5.3%3.0%
FinancialsIXGGlobal SectorsFinancials23.8%-16.3%24.6%-3.0%25.1% -6.4%9.2%6.6%6.0%10.2%1.0%
HealthcareIXJGlobal SectorsHealthcare20.4%2.8%23.2%12.7%19.6% 4.8%14.7%11.2%8.0%13.4%9.0%
TechnologyIXNGlobal SectorsTechnology41.2%-5.4%47.9%43.6%29.6% -3.7%23.8%19.1%18.4%18.3%12.3%
TelecomIXPGlobal SectorsTelecommunications6.7%-13.7%25.2%22.2%12.8% -20.3%7.9%4.4%3.6%6.2%3.6%
iShares Real EstateIYRGlobal Asset ClassesU.S. Real Estate9.3%-4.3%28.2%-6.1%38.7% 1.2%7.0%7.7%7.4%8.5%4.9%
US Hi YieldJNKGlobal Asset ClassesFixed Income6.0%-3.3%14.9%5.0%4.0% -5.4%2.5%2.6%2.8%4.2% 
Global UtilitiesJXIGlobal SectorsUtilities14.8%2.3%23.9%5.2%10.9% 7.8%10.1%8.3%8.2%8.8%3.7%
Consumer StaplesKXIGlobal SectorsConsumer Staples17.6%-10.7%23.4%7.7%13.7% 0.2%8.5%5.3%6.3%8.5%7.4%
US Mort BackedMBBGlobal Asset ClassesFixed Income2.5%0.8%6.2%4.1%-1.4% -7.6%-0.7%0.5%0.8%1.2%2.8%
ChinaMCHIGlobal EquitiesAsia and Australia54.7%-19.8%23.7%27.8%-21.7% -36.1%-1.0%0.6%-0.5%4.4% 
MaterialsMXIGlobal SectorsMaterials30.3%-16.0%22.2%22.3%15.1% -3.0%17.1%11.3%8.8%7.8%3.9%
NorwayNORWGlobal EquitiesEurope22.4%-8.0%12.5%2.6%18.6% -0.4%9.1%7.9%5.2%5.2% 
PwrSh Emerg Mkt Sov DebtPCYGlobal Asset ClassesFixed Income: Aggregate9.7%-6.2%17.7%2.3%-4.3% -21.6%-5.1%-2.4%0.3%1.9% 
PowerShares QQQQQQGlobal Asset ClassesU.S. Equity: Lg Cap Gro32.7%-0.1%39.0%48.6%27.4% -7.2%21.8%17.7%16.8%18.5%14.3%
Consumer DiscretionaryRXIGlobal SectorsConsumer Discretionary22.9%-6.3%26.8%24.5%16.3% -16.9%8.9%8.0%7.4%11.4%7.0%
Intl Dev Sm CapSCZGlobal Asset ClassesInt'l Equity: Small Cap32.7%-17.3%24.6%11.7%10.1% -16.1%6.4%4.1%5.2%8.7% 
iSh Treas 1-3ySHYGlobal Asset ClassesFixed Income: Short-Term0.3%1.5%3.4%3.0%-0.7% -3.1%0.4%0.9%0.8%0.7%1.5%
US Equity: Russell 3000SPTMGlobal EquitiesNorth America21.2%-5.3%31.3%18.0%28.6% -0.9%16.1%13.1%11.8%14.1%9.0%
S&P 500SPYGlobal Asset ClassesU.S. Equity: Lg Cap21.7%-4.6%31.2%18.4%28.7% -0.4%16.4%13.3%12.1%14.3%9.0%
ThailandTHDGlobal EquitiesAsia and Australia31.5%-8.2%8.3%-9.9%1.9% -3.6%-2.9%2.0%2.6%4.0% 
US Inflation ProtTIPGlobal Asset ClassesFixed Income2.9%-1.4%8.3%10.8%5.7% -1.5%4.2%3.5%3.0%1.8%4.0%
iShares Treas 20y+ TLTGlobal Asset ClassesFixed Income: Long-Term9.0%-1.6%14.1%18.2%-4.6% -14.4%-2.4%0.7%1.4%1.4%5.0%
TurkeyTURGlobal EquitiesMideast and Africa37.6%-41.5%14.4%-1.9%-27.5% -4.0%0.2%-9.9%-8.3%-5.2% 
USD US Dollar indxUUPGlobal Asset ClassesCurrency: USD index-9.1%5.9%4.1%-6.7%5.7% 12.3%1.8%2.1%1.3%1.9%0.8%
VietnamVNMGlobal EquitiesAsia and Australia38.8%-16.7%9.3%9.8%22.0% -18.1%0.3%2.9%0.0%0.6% 
Vanguard Real EstateVNQGlobal Asset ClassesU.S. Real Estate4.9%-6.0%28.9%-4.7%40.5% 2.0%8.1%7.8%7.4%8.9%5.9%
Timber & ForestryWOODGlobal SectorsTimber and Forestry34.5%-17.7%19.8%20.3%17.0% -1.5%19.2%9.9%9.2%11.4%