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All Portfolios, ranked by Total 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.
    Total Return VizMetrics Score
Ingredient NameIDPeer GroupCategoryYear-to-dateMay 2022    1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
   Group average-8.0%1.0%-6.8%5.5%4.2%3.7%5.3%3.6% 346258576656
  
ACWI (Global)ACWIGlobal Asset ClassesInt'l Equity: Core-12.9%0.4%-6.8%11.7%9.1%8.1%10.3%  351009089100 
U.S. Total Bond MarketAGGGlobal Asset ClassesFixed Income: Aggregate-8.7%0.8%-8.1%-0.1%1.1%1.5%1.6%3.2% 4088949698100
Alerian US MLPAMLPGlobal Asset ClassesEquity: MLP28.0%8.0%27.2%3.6%0.9%-1.5%1.3%  780000 
ArgentinaARGTGlobal EquitiesSouth America-1.3%-2.8%1.4%3.9%1.2%6.5%7.9%  3300012 
T-Bill 1-3 MonthBILGlobal Asset ClassesFixed Income: Cash-like0.0%0.0%-0.0%0.5%1.0%0.7%0.5%0.6% 59100100100100100
U.S. Total Bond MarketBNDGlobal Asset ClassesFixed Income: Aggregate-8.8%0.8%-8.1%0.0%1.2%1.5%1.7%3.3% 4088939597100
CHN PRC RenminbiCYBGlobal Asset ClassesCurrency: CHN Renminbi-3.0%-0.1%-2.3%3.7%3.0%1.5%1.8%  501001009094 
AgricultureDBAGlobal Asset ClassesCommodities11.3%-0.4%18.3%10.4%2.5%0.5%-1.4%-0.8% 8410074584342
Industrial MetalsDBBGlobal Asset ClassesCommodities3.2%-3.4%8.6%15.2%8.1%6.3%2.5%-0.5% 5510087764924
OilDBOGlobal Asset ClassesCommodities43.5%9.3%64.6%28.3%19.0%4.3%-2.2%-1.5% 1009253000
ChileECHGlobal EquitiesSouth America31.6%19.7%8.5%-5.3%-4.5%-2.2%-4.7%  410000 
iShares MSCIEEMGlobal Asset ClassesEquity: Emerging Mkts-12.7%0.6%-20.8%3.7%2.8%2.7%3.4%2.1% 165951495335
Intl Dev CoreEFAGlobal Asset ClassesInt'l Equity: Lg Cap-11.0%2.0%-10.5%6.5%4.2%3.7%7.1%2.0% 317666638746
iSh EAFE GrowthEFGGlobal Asset ClassesInt'l Equity: Lg Cap Gro-19.7%0.3%-16.8%6.4%5.0%4.5%7.5%2.9% 187770699051
iSh EAFE ValueEFVGlobal Asset ClassesInt'l Equity: Lg Cap Val-1.9%3.8%-4.6%5.6%2.7%2.1%6.0%0.7% 406048457236
EqyptEGPTGlobal EquitiesMideast and Africa-28.1%-7.7%-18.0%-11.0%-5.2%-11.8%-6.2%  120000 
IndonesiaEIDOGlobal EquitiesAsia and Australia8.8%-1.0%18.5%1.2%0.4%1.2%0.8%  760330 
IsraelEISGlobal EquitiesMideast and Africa-16.1%-5.5%-3.8%9.1%5.7%5.0%7.4%  3976555576 
iShares EmergEMBGlobal Asset ClassesFixed Income: Aggregate-15.1%0.8%-15.0%-2.0%-0.2%1.6%2.6%  2543556774 
Emerg Mkt Hi YldEMHYGlobal Asset ClassesFixed Income-11.5%-0.7%-13.7%-1.3%-0.4%2.1%3.3%  2943516775 
New ZealandENZLGlobal EquitiesAsia and Australia-17.9%-3.2%-19.6%0.5%4.8%7.0%9.4%  1029556681 
PhilippinesEPHEGlobal EquitiesAsia and Australia-7.2%1.9%-3.6%-5.0%-3.5%-3.5%1.2%  3505123 
PolandEPOLGlobal EquitiesEurope-21.6%4.6%-25.8%-7.9%-5.5%-3.5%-0.0%  00000 
PeruEPUGlobal EquitiesSouth America4.5%-3.1%-2.9%-1.4%0.6%2.9%-0.9%  2502110 
RussiaERUSGlobal EquitiesEurope-81.2%0.0%-80.3%-36.0%-19.0%-12.9%-10.8%  00000 
AustraliaEWAGlobal EquitiesAsia and Australia-0.6%0.4%-3.0%8.2%7.3%5.9%6.5%3.8% 355462555533
CanadaEWCGlobal EquitiesNorth America-1.6%2.1%1.8%13.8%10.0%6.7%6.4%3.6% 479380686943
SwedenEWDGlobal EquitiesEurope-21.2%1.6%-20.5%11.7%5.3%4.9%8.0%3.6% 88052547736
GermanyEWGGlobal EquitiesEurope-16.6%5.1%-21.6%3.1%-0.1%1.4%5.8%1.1% 103724315922
Hong KongEWHGlobal EquitiesAsia and Australia-4.4%3.7%-19.1%-0.9%1.8%2.0%6.6%5.0% 183746416951
ItalyEWIGlobal EquitiesEurope-12.1%5.1%-11.7%6.6%3.7%1.9%6.6%-2.8% 26473221450
JapanEWJGlobal EquitiesAsia and Australia-14.0%1.7%-14.3%4.8%3.2%3.1%6.6%1.4% 268369678751
BelgiumEWKGlobal EquitiesEurope-11.7%-0.8%-13.9%4.4%1.1%3.2%8.5%0.4% 265438508621
SwitzerlandEWLGlobal EquitiesEurope-13.6%-1.8%-4.8%10.2%7.6%5.9%9.9%5.6% 35100938210069
MalaysiaEWMGlobal EquitiesAsia and Australia-3.4%-2.6%-6.0%-3.0%-1.4%-2.4%-1.6%1.1% 374145232647
NetherlandsEWNGlobal EquitiesEurope-21.4%2.8%-19.4%11.8%7.9%7.8%11.5%4.2% 1187727510042
AustriaEWOGlobal EquitiesEurope-15.4%5.6%-12.5%5.7%2.9%6.0%7.0%-1.7% 21261939490
SpainEWPGlobal EquitiesEurope-0.1%6.8%-11.9%0.5%-1.8%-0.8%5.8%-1.3% 24221111476
FranceEWQGlobal EquitiesEurope-11.8%4.1%-8.6%8.5%5.7%6.1%9.1%1.9% 326859658631
SingaporeEWSGlobal EquitiesAsia and Australia-10.8%-2.3%-16.0%-1.5%-0.2%-0.2%2.0%1.5% 242629233629
TaiwanEWTGlobal EquitiesAsia and Australia-14.3%2.1%-6.0%22.8%13.6%11.2%11.7%7.6% 351001009610061
UKEWUGlobal EquitiesEurope0.1%2.7%2.6%5.4%3.2%1.8%4.8%1.0% 525951436340
MexicoEWWGlobal EquitiesNorth America2.9%5.3%10.6%9.0%2.4%0.4%1.5%0.6% 523000210
S KoreaEWYGlobal EquitiesAsia and Australia-12.6%2.1%-24.5%8.8%2.0%4.3%4.3%2.5% 97433454621
BrazilEWZGlobal EquitiesSouth America25.6%7.6%-1.0%-1.0%3.8%4.7%-0.6%-0.2% 2600000
IndustrialsEXIGlobal SectorsIndustrials-13.6%0.4%-12.0%9.0%6.6%7.4%10.1%5.4% 267361719655
S AfricaEZAGlobal EquitiesMideast and Africa4.2%0.9%-7.1%3.7%0.9%0.3%1.5%1.9% 26700015
EMUEZUGlobal EquitiesEurope-14.6%4.3%-15.4%5.7%2.7%3.4%7.6%0.5% 205543487523
iSh MSCI Frontier 100FMGlobal Asset ClassesInt'l Equity: Frontier-13.3%-5.0%-4.9%4.4%3.7%2.8%   40474642  
AUStraliaFXAGlobal Asset ClassesCurrency: AUS Dollar-1.4%1.5%-7.3%0.9%-0.5%-0.5%-2.2%1.0% 377263604359
GBP UK PoundFXBGlobal Asset ClassesCurrency: GBP Pound-6.9%0.1%-11.6%-0.4%-0.7%-3.0%-2.3%-2.8% 347570495054
CAN Canada DollarFXCGlobal Asset ClassesCurrency: CAN Dollar-0.2%1.5%-4.9%2.2%1.4%-0.3%-2.0%-0.8% 459485715363
EUR EuroFXEGlobal Asset ClassesCurrency: EUR Euro-6.1%1.6%-12.9%-2.3%-1.8%-1.2%-2.1%-1.6% 327169695658
CHF Swiss FrancFXFGlobal Asset ClassesCurrency: CHF Franc-5.5%1.3%-7.4%0.2%-1.0%-1.5%-0.8%1.0% 408271646571
JPY Japan YenFXYGlobal Asset ClassesCurrency: JPY Yen-10.8%0.8%-15.2%-6.1%-3.5%-1.0%-5.3%-0.8% 264756622763
GreeceGREKGlobal EquitiesEurope0.2%1.5%-4.3%1.4%1.5%-2.4%0.7%  370000 
Muni Hi YieldHYDGlobal Asset ClassesFixed Income-9.7%1.7%-8.7%-0.8%1.6%2.6%3.0%  3841596570 
Clean EnergyICLNGlobal SectorsClean Energy-6.1%5.5%-12.3%27.1%20.0%9.5%13.5%  12100954775 
US Treas 7-10yrIEFGlobal Asset ClassesFixed Income-9.8%0.6%-8.8%-0.5%0.8%1.2%1.2%3.9% 3881868787100
InfrastructureIGFGlobal SectorsInfrastructure7.4%4.6%11.5%7.5%5.8%5.2%7.6%  6462636484 
US Corp Med 5-10yIGIBGlobal Asset ClassesFixed Income-10.4%1.3%-9.7%1.0%2.1%2.2%2.4%3.8% 378088919599
Intl TreasIGOVGlobal Asset ClassesFixed Income-14.7%-0.0%-19.3%-4.4%-1.8%-0.5%-0.7%  2053646865 
MktVectors Intl Hi YieldIHYGlobal Asset ClassesFixed Income-12.5%0.1%-16.7%-0.5%0.8%2.1%4.0%  2558677689 
IndiaINDYGlobal EquitiesAsia and Australia-9.0%-3.8%-1.5%5.9%6.6%6.5%9.2%  4541515265 
MktVectors Intermed MuniITMGlobal Asset ClassesFixed Income-9.0%2.0%-8.8%-0.5%1.2%2.0%2.1%  3878879091 
US Large CoreIWBGlobal Asset ClassesU.S. Equity: Lg / Mid-13.7%-0.2%-2.9%15.9%13.0%11.7%14.1%8.9% 3810010010010085
iSh RussellIWCGlobal Asset ClassesU.S. Equity: Micro Cap-17.4%-0.2%-22.4%10.5%7.6%6.6%10.7%5.5% 85647467746
iSh Russ 1000 ValIWDGlobal Asset ClassesU.S. Equity: Lg Cap Val-4.6%2.0%0.7%12.6%9.3%8.6%11.9%6.4% 4897848710071
iSh Russ 1000 GroIWFGlobal Asset ClassesU.S. Equity: Lg Cap Gro-21.9%-2.3%-6.5%18.1%15.9%14.3%15.8%11.0% 2710010010010094
iSh Russ 2000IWMGlobal Asset ClassesU.S. Equity: Sm Cap-16.5%0.2%-17.0%9.6%7.6%7.3%10.8%6.8% 166253578557
iSh Russ 2000 ValIWNGlobal Asset ClassesU.S. Equity: Sm Cap Val-8.4%1.9%-8.0%12.0%7.7%7.9%10.6%6.1% 336549588152
iSh Russell 2000IWOGlobal Asset ClassesU.S. Equity: Sm Cap Gro-24.7%-1.8%-25.8%6.1%6.8%6.2%10.6%7.3% 14447467958
iSh US Mid GrowthIWPGlobal Asset ClassesU.S. Equity: Mid Cap Gro-25.5%-3.9%-18.9%9.2%10.4%9.1%12.4%8.4% 971807910072
iSh US Mid CoreIWRGlobal Asset ClassesU.S. Equity: Mid Cap-13.0%0.1%-7.0%12.7%10.3%9.2%12.6%8.2% 3387808210073
iSh US Mid ValueIWSGlobal Asset ClassesU.S. Equity: Mid Cap Val-6.0%1.9%-0.3%13.1%8.9%8.3%12.1%7.4% 4682687310066
iSh Russell 3000IWVGlobal Asset ClassesU.S. Equity: Lg Cap-13.9%-0.2%-3.9%15.4%12.6%11.4%13.8%8.7% 3710010010010083
EnergyIXCGlobal SectorsEnergy47.0%14.0%60.9%15.1%9.5%5.5%5.3%3.0% 1004233222729
FinancialsIXGGlobal SectorsFinancials-6.8%3.2%-6.4%9.2%6.6%6.0%10.2%1.0% 336256548620
HealthcareIXJGlobal SectorsHealthcare-6.5%1.1%4.8%14.7%11.2%8.0%13.4%9.0% 501001009310095
TechnologyIXNGlobal SectorsTechnology-20.7%-0.4%-3.7%23.8%19.1%18.4%18.3%12.3% 3110010010010092
TelecomIXPGlobal SectorsTelecommunications-18.9%2.0%-20.3%7.9%4.4%3.6%6.2%3.6% 128062617862
iShares Real EstateIYRGlobal Asset ClassesU.S. Real Estate-14.3%-4.4%1.2%7.0%7.7%7.4%8.5%4.9% 426171748540
US Hi YieldJNKGlobal Asset ClassesFixed Income-7.7%1.5%-5.4%2.5%2.6%2.8%4.2%  4481848696 
Global UtilitiesJXIGlobal SectorsUtilities0.8%3.4%7.8%10.1%8.3%8.2%8.8%3.7% 5597949410066
Consumer StaplesKXIGlobal SectorsConsumer Staples-6.3%-3.0%0.2%8.5%5.3%6.3%8.5%7.4% 51100869310092
US Mort BackedMBBGlobal Asset ClassesFixed Income-7.2%1.2%-7.6%-0.7%0.5%0.8%1.2%2.8% 4288939598100
ChinaMCHIGlobal EquitiesAsia and Australia-17.5%2.6%-36.1%-1.0%0.6%-0.5%4.4%  032261140 
MaterialsMXIGlobal SectorsMaterials-1.2%1.7%-3.0%17.1%11.3%8.8%7.8%3.9% 3910093787638
NorwayNORWGlobal EquitiesEurope-0.6%3.6%-0.4%9.1%7.9%5.2%5.2%  4044494041 
PwrSh Emerg Mkt Sov DebtPCYGlobal Asset ClassesFixed Income: Aggregate-20.2%1.4%-21.6%-5.1%-2.4%0.3%1.9%  1215324959 
PowerShares QQQQQQGlobal Asset ClassesU.S. Equity: Lg Cap Gro-22.4%-1.6%-7.2%21.8%17.7%16.8%18.5%14.3% 24100100100100100
Consumer DiscretionaryRXIGlobal SectorsConsumer Discretionary-22.5%-1.6%-16.9%8.9%8.0%7.4%11.4%7.0% 1876727410069
Intl Dev Sm CapSCZGlobal Asset ClassesInt'l Equity: Small Cap-15.2%0.5%-16.1%6.4%4.1%5.2%8.7%  2163546390 
iSh Treas 1-3ySHYGlobal Asset ClassesFixed Income: Short-Term-2.4%0.6%-3.1%0.4%0.9%0.8%0.7%1.5% 52100100100100100
US Equity: Russell 3000SPTMGlobal EquitiesNorth America-12.6%0.3%-0.9%16.1%13.1%11.8%14.1%9.0% 4110010010010084
S&P 500SPYGlobal Asset ClassesU.S. Equity: Lg Cap-12.8%0.2%-0.4%16.4%13.3%12.1%14.3%9.0% 4210010010010087
ThailandTHDGlobal EquitiesAsia and Australia-0.4%1.9%-3.6%-2.9%2.0%2.6%4.0%  3810333841 
US Inflation ProtTIPGlobal Asset ClassesFixed Income-6.1%-1.0%-1.5%4.2%3.5%3.0%1.8%4.0% 5110010010095100
iShares Treas 20y+ TLTGlobal Asset ClassesFixed Income: Long-Term-20.9%-2.3%-14.4%-2.4%0.7%1.4%1.4%5.0% 234661636182
TurkeyTURGlobal EquitiesMideast and Africa14.6%-4.5%-4.0%0.2%-9.9%-8.3%-5.2%  220000 
USD US Dollar indxUUPGlobal Asset ClassesCurrency: USD index6.2%-1.3%12.3%1.8%2.1%1.3%1.9%0.8% 749593868978
VietnamVNMGlobal EquitiesAsia and Australia-24.5%-5.9%-18.1%0.3%2.9%0.0%0.6%  151529138 
Vanguard Real EstateVNQGlobal Asset ClassesU.S. Real Estate-14.1%-4.7%2.0%8.1%7.8%7.4%8.9%5.9% 436972748642
Timber & ForestryWOODGlobal SectorsTimber and Forestry-3.3%-1.2%-1.5%19.2%9.9%9.2%11.4%  46100736991