All Portfolios, ranked by Total Return

for period ending August 31, 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.

Ingredient Name	ID	Peer Group	Category	Year-to-date	Aug 2023	1 year	3 year	5 year	7 year	10 year	15 year	1 year	3 year	5 year	7 year	10 year	15 year
				Total Return								VizMetrics Score
			Group average	7.7%	-3.2%	9.9%	5.0%	3.3%	4.6%	4.2%	4.1%	76	68	61	60	60	60

ACWI (Global)	ACWI	Global Asset Classes	Int'l Equity: Core	14.9%	-2.9%	14.4%	7.3%	7.5%	9.5%	8.6%	6.9%	100	84	82	94	94	74
U.S. Total Bond Market	AGG	Global Asset Classes	Fixed Income: Aggregate	1.6%	-0.6%	-1.1%	-4.4%	0.5%	0.2%	1.5%	2.5%	82	65	90	87	95	100
Alerian US MLP	AMLP	Global Asset Classes	Equity: MLP	15.0%	0.6%	12.8%	32.0%	3.4%	2.5%	0.8%		100	100	0	0	0
Argentina	ARGT	Global Equities	South America	40.6%	1.3%	62.1%	24.6%	14.3%	12.5%	11.1%		100	100	47	32	36
T-Bill 1-3 Month	BIL	Global Asset Classes	Fixed Income: Cash-like	2.9%	0.5%	3.9%	1.4%	1.5%	1.3%	0.9%	0.6%	100	100	100	100	100	100
U.S. Total Bond Market	BND	Global Asset Classes	Fixed Income: Aggregate	1.4%	-0.7%	-1.3%	-4.5%	0.5%	0.2%	1.5%	2.6%	81	65	90	87	95	100
CHN PRC Renminbi	CYB	Global Asset Classes	Currency: CHN Renminbi	-3.3%	-1.3%	-2.5%	0.3%	1.2%	1.4%	0.7%	1.1%	75	84	93	91	87	92
Agriculture	DBA	Global Asset Classes	Commodities	7.9%	-0.9%	5.9%	14.0%	5.6%	1.5%	-1.1%	-2.9%	100	100	96	73	52	40
Industrial Metals	DBB	Global Asset Classes	Commodities	-5.4%	-4.3%	-4.8%	6.0%	3.0%	4.9%	1.3%	-1.0%	31	65	61	61	42	24
Oil	DBO	Global Asset Classes	Commodities	8.8%	2.4%	-1.7%	29.4%	6.0%	10.5%	-4.7%	-6.2%	41	100	23	33	0	0
Chile	ECH	Global Equities	South America	8.3%	-8.9%	8.4%	9.2%	-4.9%	-0.6%	-2.4%	-0.8%	68	54	2	0	0	10
iShares MSCI	EEM	Global Asset Classes	Equity: Emerging Mkts	4.2%	-6.6%	1.6%	-2.2%	0.3%	3.2%	2.4%	1.9%	50	47	52	54	49	38
Intl Dev Core	EFA	Global Asset Classes	Int'l Equity: Lg Cap	11.0%	-3.9%	18.5%	6.3%	4.2%	5.9%	4.9%	3.8%	100	79	69	75	71	56
iSh EAFE Growth	EFG	Global Asset Classes	Int'l Equity: Lg Cap Gro	10.9%	-4.7%	15.6%	2.1%	4.3%	6.2%	5.5%	4.3%	100	57	69	74	74	59
iSh EAFE Value	EFV	Global Asset Classes	Int'l Equity: Lg Cap Val	10.6%	-3.2%	21.5%	9.9%	3.4%	5.1%	3.7%	2.9%	100	92	61	64	59	48
Eqypt	EGPT	Global Equities	Mideast and Africa	-3.2%	2.6%	6.1%	-7.0%	-8.5%	-7.9%	-6.0%		84	23	5	0	0
Indonesia	EIDO	Global Equities	Asia and Australia	4.9%	-1.9%	-0.1%	7.8%	1.6%	0.4%	1.7%		76	85	36	13	19
Israel	EIS	Global Equities	Mideast and Africa	-0.6%	-3.6%	-15.6%	0.4%	0.7%	3.0%	4.3%	3.0%	0	49	45	42	55	47
iShares Emerg	EMB	Global Asset Classes	Fixed Income: Aggregate	2.9%	-2.2%	3.8%	-5.4%	0.0%	-0.1%	2.3%	3.7%	90	48	66	58	75	77
Emerg Mkt Hi Yld	EMHY	Global Asset Classes	Fixed Income	4.0%	-1.7%	8.1%	-2.3%	1.3%	0.7%	2.9%		100	63	70	60	75
New Zealand	ENZL	Global Equities	Asia and Australia	-5.9%	-9.5%	-1.6%	-7.4%	0.7%	2.5%	6.4%		36	15	46	42	65
Philippines	EPHE	Global Equities	Asia and Australia	-6.0%	-10.1%	-5.5%	-1.5%	-4.8%	-5.4%	-1.6%		10	30	18	0	14
Poland	EPOL	Global Equities	Europe	23.9%	-9.2%	55.3%	3.4%	-2.7%	2.8%	-1.3%		100	16	4	3	0
Peru	EPU	Global Equities	South America	14.4%	-5.4%	31.2%	4.5%	0.4%	3.1%	1.9%		100	46	27	23	16
Australia	EWA	Global Equities	Asia and Australia	1.8%	-4.9%	5.2%	6.6%	4.2%	5.9%	4.0%	4.4%	62	66	53	55	45	38
Canada	EWC	Global Equities	North America	7.1%	-3.9%	5.5%	8.8%	6.1%	6.9%	4.6%	3.0%	73	83	66	67	58	44
Sweden	EWD	Global Equities	Europe	3.1%	-6.8%	11.4%	0.9%	3.8%	5.5%	3.9%	5.5%	88	36	49	49	47	47
Germany	EWG	Global Equities	Europe	16.0%	-4.8%	31.4%	0.7%	1.1%	3.5%	3.3%	2.6%	100	41	43	42	44	31
Hong Kong	EWH	Global Equities	Asia and Australia	-12.2%	-9.3%	-8.6%	-4.7%	-2.9%	0.9%	2.6%	4.1%	0	27	33	34	42	49
Italy	EWI	Global Equities	Europe	22.1%	-4.2%	44.3%	11.4%	6.9%	8.6%	5.2%	0.2%	100	83	60	60	45	11
Japan	EWJ	Global Equities	Asia and Australia	14.0%	-2.8%	16.1%	3.5%	2.8%	5.0%	5.1%	3.6%	100	74	71	78	79	63
Belgium	EWK	Global Equities	Europe	3.6%	-3.6%	16.5%	4.1%	1.1%	2.7%	5.0%	3.1%	100	65	50	46	64	37
Switzerland	EWL	Global Equities	Europe	12.5%	-3.3%	16.1%	5.5%	7.9%	8.4%	6.9%	7.0%	100	75	91	96	88	76
Malaysia	EWM	Global Equities	Asia and Australia	-6.0%	-4.0%	-2.9%	-3.9%	-5.0%	-2.0%	-3.2%	1.8%	41	41	42	36	22	53
Netherlands	EWN	Global Equities	Europe	12.0%	-7.7%	22.5%	6.8%	7.6%	9.5%	8.2%	5.9%	100	63	69	77	76	51
Austria	EWO	Global Equities	Europe	9.6%	-4.2%	22.2%	13.1%	0.7%	6.8%	4.0%	0.4%	100	80	28	42	33	4
Spain	EWP	Global Equities	Europe	19.3%	-2.9%	34.5%	10.5%	2.1%	4.2%	2.6%	0.5%	100	85	49	44	37	17
France	EWQ	Global Equities	Europe	16.2%	-3.8%	30.4%	12.4%	6.8%	9.5%	6.9%	4.3%	100	92	68	79	70	44
Singapore	EWS	Global Equities	Asia and Australia	2.4%	-7.4%	7.2%	3.8%	-0.7%	2.5%	1.1%	2.8%	82	73	46	47	38	40
Taiwan	EWT	Global Equities	Asia and Australia	13.5%	-4.8%	7.1%	8.6%	9.4%	11.1%	9.6%	7.8%	61	75	79	89	84	65
UK	EWU	Global Equities	Europe	6.4%	-3.9%	14.5%	10.2%	2.8%	4.1%	2.6%	2.6%	100	94	59	57	51	49
Mexico	EWW	Global Equities	North America	25.6%	-5.2%	43.3%	26.4%	6.6%	5.2%	2.2%	3.1%	100	100	45	22	16	24
S Korea	EWY	Global Equities	Asia and Australia	10.6%	-7.6%	9.1%	1.0%	0.0%	3.2%	2.6%	3.9%	46	35	32	30	31	30
Brazil	EWZ	Global Equities	South America	13.0%	-8.9%	11.3%	9.5%	5.0%	3.7%	1.0%	-1.7%	84	49	14	0	0	0
Industrials	EXI	Global Sectors	Industrials	13.4%	-3.3%	21.2%	10.1%	7.1%	9.0%	8.8%	7.4%	100	89	69	78	84	66
S Africa	EZA	Global Equities	Mideast and Africa	-6.2%	-12.3%	1.5%	5.7%	-1.3%	0.3%	0.1%	1.6%	19	48	12	0	0	14
EMU	EZU	Global Equities	Europe	15.8%	-4.5%	29.9%	7.4%	4.2%	6.5%	5.1%	2.7%	100	72	58	63	59	35
iSh MSCI Frontier 100	FM	Global Asset Classes	Int'l Equity: Frontier	8.0%	-4.3%	1.2%	4.3%	2.2%	4.3%			57	74	55	53
AUStralia	FXA	Global Asset Classes	Currency: AUS Dollar	-4.4%	-3.4%	-4.9%	-4.3%	-2.0%	-1.8%	-2.5%	-0.4%	56	54	66	56	49	57
GBP UK Pound	FXB	Global Asset Classes	Currency: GBP Pound	6.1%	-1.0%	10.8%	-1.5%	-0.3%	-0.5%	-2.1%	-2.5%	100	72	80	70	57	59
CAN Canada Dollar	FXC	Global Asset Classes	Currency: CAN Dollar	1.1%	-2.2%	-1.6%	-1.0%	-0.4%	-0.2%	-2.4%	-1.5%	78	78	83	77	57	63
EUR Euro	FXE	Global Asset Classes	Currency: EUR Euro	1.9%	-1.2%	8.6%	-3.6%	-2.0%	-1.1%	-2.6%	-2.4%	100	66	78	73	59	58
CHF Swiss Franc	FXF	Global Asset Classes	Currency: CHF Franc	4.4%	-1.3%	10.2%	-0.2%	0.8%	0.5%	-0.4%	0.7%	100	79	88	81	72	73
JPY Japan Yen	FXY	Global Asset Classes	Currency: JPY Yen	-10.1%	-2.1%	-5.0%	-10.6%	-5.8%	-5.3%	-4.3%	-2.4%	57	31	56	39	41	57
Greece	GREK	Global Equities	Europe	41.9%	-3.8%	65.8%	25.3%	10.4%	10.6%	-0.8%		100	100	60	51	0
Muni Hi Yield	HYD	Global Asset Classes	Fixed Income	1.8%	-0.5%	-1.9%	-2.3%	-0.9%	0.2%	3.1%		73	68	61	55	75
Clean Energy	ICLN	Global Sectors	Clean Energy	-18.4%	-12.0%	-26.9%	-1.2%	14.4%	10.2%	8.2%	-5.3%	0	17	70	53	48	0
US Treas 7-10yr	IEF	Global Asset Classes	Fixed Income	0.6%	-0.7%	-3.8%	-6.6%	0.1%	-0.6%	1.2%	2.6%	68	53	85	76	87	94
Infrastructure	IGF	Global Sectors	Infrastructure	0.6%	-5.0%	-1.5%	7.3%	4.1%	4.5%	5.3%	3.9%	46	85	63	59	69	58
US Corp Med 5-10y	IGIB	Global Asset Classes	Fixed Income	3.4%	-0.7%	1.8%	-3.7%	1.8%	1.4%	2.2%	3.3%	89	64	88	85	92	97
Intl Treas	IGOV	Global Asset Classes	Fixed Income	-0.7%	-2.0%	-0.7%	-9.9%	-4.2%	-3.2%	-1.9%		68	30	59	50	58
MktVectors Intl Hi Yield	IHY	Global Asset Classes	Fixed Income	4.1%	-1.0%	9.7%	-2.8%	0.9%	1.7%	2.3%		100	61	74	73	78
India	INDY	Global Equities	Asia and Australia	6.6%	-2.3%	5.5%	12.8%	6.3%	7.8%	10.6%		93	100	65	68	83
MktVectors Intermed Muni	ITM	Global Asset Classes	Fixed Income	0.5%	-1.4%	1.6%	-2.4%	1.0%	0.7%	2.6%	3.2%	92	72	89	83	96	97
US Large Core	IWB	Global Asset Classes	U.S. Equity: Lg / Mid	18.5%	-1.7%	15.3%	9.8%	10.6%	12.6%	12.4%	10.7%	100	91	90	100	100	95
iSh Russell	IWC	Global Asset Classes	U.S. Equity: Micro Cap	0.4%	-6.6%	-4.9%	5.8%	0.7%	6.3%	6.6%	6.8%	31	63	33	47	53	54
iSh Russ 1000 Val	IWD	Global Asset Classes	U.S. Equity: Lg Cap Val	5.8%	-2.7%	8.4%	11.4%	7.0%	8.3%	9.0%	8.1%	91	100	76	83	93	81
iSh Russ 1000 Gro	IWF	Global Asset Classes	U.S. Equity: Lg Cap Gro	32.1%	-1.0%	21.7%	8.1%	13.6%	16.4%	15.4%	12.9%	100	74	97	100	100	100
iSh Russ 2000	IWM	Global Asset Classes	U.S. Equity: Sm Cap	8.9%	-5.1%	4.5%	8.0%	3.0%	7.6%	7.9%	8.0%	67	76	46	60	67	64
iSh Russ 2000 Val	IWN	Global Asset Classes	U.S. Equity: Sm Cap Val	4.9%	-4.8%	1.9%	13.3%	3.0%	6.7%	7.2%	7.1%	52	95	42	50	60	58
iSh Russell 2000	IWO	Global Asset Classes	U.S. Equity: Sm Cap Gro	12.6%	-5.3%	6.7%	2.6%	2.4%	8.0%	8.2%	8.5%	80	53	44	62	67	66
iSh US Mid Growth	IWP	Global Asset Classes	U.S. Equity: Mid Cap Gro	15.4%	-3.3%	13.0%	3.7%	7.8%	11.0%	10.8%	10.2%	100	60	72	89	96	82
iSh US Mid Core	IWR	Global Asset Classes	U.S. Equity: Mid Cap	9.3%	-3.5%	8.2%	9.1%	7.2%	9.4%	9.9%	9.6%	87	86	69	80	90	80
iSh US Mid Value	IWS	Global Asset Classes	U.S. Equity: Mid Cap Val	5.8%	-3.6%	5.5%	11.9%	5.9%	7.5%	8.7%	8.7%	74	96	61	66	80	73
iSh Russell 3000	IWV	Global Asset Classes	U.S. Equity: Lg Cap	17.8%	-2.0%	14.5%	9.6%	10.1%	12.3%	12.0%	10.5%	100	90	87	100	100	92
Energy	IXC	Global Sectors	Energy	5.2%	1.7%	14.4%	34.3%	6.9%	7.9%	4.0%	2.9%	94	100	38	35	22	32
Financials	IXG	Global Sectors	Financials	4.3%	-3.9%	11.5%	11.7%	4.5%	7.6%	6.5%	4.0%	94	91	56	66	64	37
Healthcare	IXJ	Global Sectors	Healthcare	1.1%	-0.9%	10.0%	6.6%	8.2%	9.4%	10.1%	9.9%	100	88	96	100	100	100
Technology	IXN	Global Sectors	Technology	38.5%	-2.2%	29.1%	11.3%	17.0%	20.4%	19.0%	14.4%	100	79	100	100	100	100
Telecom	IXP	Global Sectors	Telecommunications	30.5%	-2.1%	19.6%	1.8%	6.6%	4.3%	5.2%	5.1%	100	55	76	62	71	71
iShares Real Estate	IYR	Global Asset Classes	U.S. Real Estate	2.4%	-3.1%	-6.7%	3.8%	3.1%	3.5%	6.6%	5.8%	25	62	56	50	71	48
US Hi Yield	JNK	Global Asset Classes	Fixed Income	5.6%	0.2%	6.3%	0.5%	2.1%	2.9%	2.9%	4.8%	100	76	83	85	87	83
Global Utilities	JXI	Global Sectors	Utilities	-3.3%	-5.4%	-4.6%	3.8%	6.1%	6.3%	6.8%	3.5%	36	69	81	80	86	66
Consumer Staples	KXI	Global Sectors	Consumer Staples	1.8%	-3.4%	5.4%	4.6%	6.1%	5.2%	6.6%	7.6%	80	82	90	84	94	94
US Mort Backed	MBB	Global Asset Classes	Fixed Income	1.0%	-0.8%	-2.2%	-4.2%	-0.3%	-0.3%	1.0%	2.0%	75	66	87	85	93	99
China	MCHI	Global Equities	Asia and Australia	-4.6%	-9.8%	-7.4%	-14.6%	-4.4%	0.9%	2.0%		0	0	12	14	19
Materials	MXI	Global Sectors	Materials	5.7%	-4.8%	15.1%	9.1%	7.6%	9.6%	6.6%	3.6%	100	77	71	81	65	38
Norway	NORW	Global Equities	Europe	-2.8%	-4.2%	-6.7%	4.8%	-0.4%	5.1%	1.0%		1	47	23	34	16
PwrSh Emerg Mkt Sov Debt	PCY	Global Asset Classes	Fixed Income: Aggregate	7.8%	-2.7%	10.0%	-6.6%	-1.1%	-1.4%	2.0%	3.8%	100	33	52	39	62	67
PowerShares QQQ	QQQ	Global Asset Classes	U.S. Equity: Lg Cap Gro	42.4%	-1.5%	27.2%	9.3%	16.0%	19.2%	18.5%	16.1%	100	73	100	100	100	100
Consumer Discretionary	RXI	Global Sectors	Consumer Discretionary	23.5%	-4.2%	15.7%	5.3%	6.5%	9.4%	9.2%	9.9%	100	70	69	82	87	84
Intl Dev Sm Cap	SCZ	Global Asset Classes	Int'l Equity: Small Cap	6.6%	-3.5%	9.9%	2.5%	1.5%	5.0%	5.6%	5.5%	90	61	51	60	68	58
iSh Treas 1-3y	SHY	Global Asset Classes	Fixed Income: Short-Term	1.7%	0.4%	1.2%	-1.0%	0.9%	0.7%	0.7%	1.0%	100	91	100	100	100	100
US Equity: Russell 3000	SPTM	Global Equities	North America	18.0%	-1.7%	15.4%	10.8%	10.7%	12.8%	12.4%	10.8%	100	95	91	100	100	93
S&P 500	SPY	Global Asset Classes	U.S. Equity: Lg Cap	18.6%	-1.6%	15.8%	10.5%	11.1%	12.9%	12.7%	10.8%	100	93	93	100	100	96
Thailand	THD	Global Equities	Asia and Australia	-6.5%	-2.4%	1.4%	3.0%	-2.8%	1.3%	2.9%	6.9%	57	62	35	35	45	48
US Inflation Prot	TIP	Global Asset Classes	Fixed Income	1.3%	-0.8%	-3.7%	-1.7%	2.1%	1.7%	2.0%	2.6%	66	74	95	93	95	94
iShares Treas 20y+	TLT	Global Asset Classes	Fixed Income: Long-Term	-1.2%	-3.1%	-11.0%	-14.1%	-2.3%	-3.0%	1.5%	3.0%	22	7	56	38	63	73
Turkey	TUR	Global Equities	Mideast and Africa	4.7%	10.8%	73.2%	27.7%	16.4%	2.8%	0.1%	0.4%	100	100	69	0	0	0
USD US Dollar indx	UUP	Global Asset Classes	Currency: USD index	3.9%	2.4%	0.1%	5.4%	3.4%	2.6%	3.0%	1.5%	85	100	100	96	97	84
Vietnam	VNM	Global Equities	Asia and Australia	28.0%	0.7%	-0.2%	1.7%	-1.0%	1.0%	0.4%		15	39	26	15	13
Vanguard Real Estate	VNQ	Global Asset Classes	U.S. Real Estate	2.0%	-3.4%	-7.3%	4.0%	3.4%	2.9%	6.7%	6.3%	22	62	58	47	70	48
Timber & Forestry	WOOD	Global Sectors	Timber and Forestry	4.5%	-2.2%	-0.8%	6.1%	1.0%	7.9%	6.7%	4.9%	38	66	39	61	58	41

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