VizMetrics Inc. - Better visibility. Better results.

All Portfolios, ranked by Total Return

for period ending December 31, 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.
    Total Return VizMetrics Score
Ingredient NameIDPeer GroupCategoryYear-to-dateDec 2021    1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
   Group average10.5%3.2%10.5%11.7%8.3%5.7%6.4%5.4% 565359626560
  
ACWI (Global)ACWIGlobal Asset ClassesInt'l Equity: Core18.7%3.9%18.7%20.4%14.6%11.1%11.8%  83959610099 
U.S. Total Bond MarketAGGGlobal Asset ClassesFixed Income: Aggregate-1.8%-0.4%-1.8%4.6%3.5%2.9%2.8%4.0% 38748710092100
Alerian US MLPAMLPGlobal Asset ClassesEquity: MLP39.0%3.3%39.0%-0.0%-4.3%-5.2%-1.4%  1000000 
ArgentinaARGTGlobal EquitiesSouth America3.8%8.4%3.8%10.8%7.1%8.4%4.8%  150036 
T-Bill 1-3 MonthBILGlobal Asset ClassesFixed Income: Cash-like-0.1%0.0%-0.1%0.8%1.0%0.7%0.5%  4864829989 
U.S. Total Bond MarketBNDGlobal Asset ClassesFixed Income: Aggregate-1.9%-0.3%-1.9%4.8%3.6%3.0%2.8%4.0% 38738710091100
CHN PRC RenminbiCYBGlobal Asset ClassesCurrency: CHN Renminbi4.2%0.2%4.2%5.1%4.9%2.3%2.1%  5370878984 
AgricultureDBAGlobal Asset ClassesCommodities22.4%2.0%22.4%5.8%0.3%-2.9%-3.5%  10051413034 
Industrial MetalsDBBGlobal Asset ClassesCommodities29.0%6.5%29.0%13.8%8.7%5.2%2.0%  10073696346 
OilDBOGlobal Asset ClassesCommodities60.7%10.2%60.7%17.6%7.3%-1.9%-7.0%  1006000 
ChileECHGlobal EquitiesSouth America-19.7%-5.7%-19.7%-15.6%-7.1%-5.5%-7.0%  00000 
iShares MSCIEEMGlobal Asset ClassesEquity: Emerging Mkts-3.6%1.5%-3.6%10.1%9.2%5.3%4.7%3.7% 184662585641
Intl Dev CoreEFAGlobal Asset ClassesInt'l Equity: Lg Cap11.5%4.4%11.5%13.5%9.6%6.8%7.9%3.5% 626671767852
iSh EAFE GrowthEFGGlobal Asset ClassesInt'l Equity: Lg Cap Gro11.0%3.5%11.0%18.6%13.4%9.4%9.8%5.2% 619696968962
iSh EAFE ValueEFVGlobal Asset ClassesInt'l Equity: Lg Cap Val11.1%5.4%11.1%7.7%5.3%3.6%5.6%1.4% 583040476138
EqyptEGPTGlobal EquitiesMideast and Africa11.4%6.7%11.4%1.7%2.7%-8.8%-0.8%  520600 
IndonesiaEIDOGlobal EquitiesAsia and Australia-0.6%-0.8%-0.6%-0.9%0.7%-1.0%-0.9%  260000 
IsraelEISGlobal EquitiesMideast and Africa22.8%4.5%22.8%18.5%12.3%9.2%8.9%  10074677372 
iShares EmergEMBGlobal Asset ClassesFixed Income: Aggregate-2.2%2.2%-2.2%6.0%4.4%4.6%4.6%  3045608178 
Emerg Mkt Hi YldEMHYGlobal Asset ClassesFixed Income-1.9%2.7%-1.9%4.8%3.4%4.8%   32355077  
New ZealandENZLGlobal EquitiesAsia and Australia-11.4%1.9%-11.4%11.2%11.3%9.3%12.0%  047737886 
PhilippinesEPHEGlobal EquitiesAsia and Australia-2.2%-0.7%-2.2%0.6%0.2%-1.9%3.8%  806542 
PolandEPOLGlobal EquitiesEurope12.2%4.1%12.2%-1.2%4.9%-0.0%2.1%  3803019 
PeruEPUGlobal EquitiesSouth America-11.8%5.9%-11.8%-3.3%0.6%1.2%-0.3%  000011 
RussiaERUSGlobal EquitiesEurope21.3%0.3%21.3%18.2%10.6%14.4%4.7%  6643397624 
AustraliaEWAGlobal EquitiesAsia and Australia9.0%5.2%9.0%13.0%8.8%6.2%6.3%4.9% 474050535137
CanadaEWCGlobal EquitiesNorth America27.0%4.1%27.0%19.6%10.4%6.4%6.0%4.9% 1007461576048
SwedenEWDGlobal EquitiesEurope22.9%6.1%22.9%22.3%14.2%9.6%10.3%6.2% 808781807948
GermanyEWGGlobal EquitiesEurope5.8%3.9%5.8%11.7%6.9%5.0%7.9%3.8% 414042486433
Hong KongEWHGlobal EquitiesAsia and Australia-3.5%0.7%-3.5%3.6%6.8%4.8%7.3%5.6% 152050506553
ItalyEWIGlobal EquitiesEurope14.4%5.8%14.4%13.8%9.5%5.8%6.1%-1.5% 61394037401
JapanEWJGlobal EquitiesAsia and Australia1.2%2.3%1.2%11.7%8.3%7.6%8.0%2.7% 407575888156
BelgiumEWKGlobal EquitiesEurope12.9%5.2%12.9%12.1%6.8%6.5%10.2%1.9% 594745628226
SwitzerlandEWLGlobal EquitiesEurope20.2%6.8%20.2%20.9%14.6%9.9%11.3%7.3% 741001001009876
MalaysiaEWMGlobal EquitiesAsia and Australia-7.4%4.0%-7.4%-2.0%1.9%-2.6%-0.9%3.1% 31140153555
NetherlandsEWNGlobal EquitiesEurope22.7%2.5%22.7%26.0%17.8%13.3%13.5%6.9% 791001001009654
AustriaEWOGlobal EquitiesEurope31.5%5.9%31.5%14.0%11.8%10.2%8.6%0.2% 100284558550
SpainEWPGlobal EquitiesEurope0.3%5.3%0.3%2.2%2.8%-0.7%2.2%-0.5% 140144258
FranceEWQGlobal EquitiesEurope21.5%5.7%21.5%16.5%12.2%9.4%9.9%3.7% 856270787738
SingaporeEWSGlobal EquitiesAsia and Australia5.6%-0.3%5.6%3.4%5.7%1.2%3.9%3.7% 43937234637
TaiwanEWTGlobal EquitiesAsia and Australia28.9%5.8%28.9%31.2%20.9%14.9%13.7%8.7% 1001001001009965
UKEWUGlobal EquitiesEurope18.2%6.3%18.2%8.1%5.7%2.8%4.4%1.6% 793041415541
MexicoEWWGlobal EquitiesNorth America20.3%13.3%20.3%9.5%5.1%-0.2%1.3%1.8% 681001414
S KoreaEWYGlobal EquitiesAsia and Australia-7.6%5.0%-7.6%11.6%9.9%7.0%5.8%4.6% 44452545229
BrazilEWZGlobal EquitiesSouth America-17.3%4.2%-17.3%-5.6%0.3%-0.4%-3.8%-0.1% 000000
IndustrialsEXIGlobal SectorsIndustrials17.4%5.6%17.4%18.4%12.2%10.2%11.9%7.4% 727169839063
S AfricaEZAGlobal EquitiesMideast and Africa7.9%4.4%7.9%3.9%2.7%-0.2%1.3%2.4% 420001417
EMUEZUGlobal EquitiesEurope13.9%4.5%13.9%14.4%9.8%6.9%8.5%2.5% 615459646931
iSh MSCI Frontier 100FMGlobal Asset ClassesInt'l Equity: Frontier24.3%1.3%24.3%12.9%10.0%4.5%   95455545  
AUStraliaFXAGlobal Asset ClassesCurrency: AUS Dollar-6.2%1.9%-6.2%1.0%0.5%-1.1%-2.4%1.5% 163648504461
GBP UK PoundFXBGlobal Asset ClassesCurrency: GBP Pound-1.5%1.6%-1.5%1.7%1.6%-2.3%-1.7%-2.1% 334560455256
CAN Canada DollarFXCGlobal Asset ClassesCurrency: CAN Dollar0.2%1.1%0.2%2.7%1.3%-1.2%-2.1%-0.2% 385460535164
EUR EuroFXEGlobal Asset ClassesCurrency: EUR Euro-7.8%0.2%-7.8%-1.1%0.7%-1.7%-2.0%-1.0% 164061555360
CHF Swiss FrancFXFGlobal Asset ClassesCurrency: CHF Franc-4.1%0.6%-4.1%1.3%1.1%0.1%-0.6%1.4% 234961676072
JPY Japan YenFXYGlobal Asset ClassesCurrency: JPY Yen-10.9%-1.9%-10.9%-2.2%-0.3%0.0%-4.4%  736576438 
GreeceGREKGlobal EquitiesEurope6.2%4.2%6.2%11.1%4.9%-3.7%-3.0%  262000 
Muni Hi YieldHYDGlobal Asset ClassesFixed Income5.1%0.6%5.1%4.5%5.0%4.3%5.1%  5628556973 
Clean EnergyICLNGlobal SectorsClean Energy-24.2%-9.4%-24.2%38.3%23.9%14.1%12.1%  0100987160 
US Treas 7-10yrIEFGlobal Asset ClassesFixed Income-3.3%-0.5%-3.3%4.7%3.5%2.9%2.6%4.7% 3069829484100
InfrastructureIGFGlobal SectorsInfrastructure11.6%6.0%11.6%9.5%7.1%4.4%6.7%  6132485469 
US Corp Med 5-10yIGIBGlobal Asset ClassesFixed Income-1.5%0.5%-1.5%7.4%4.9%4.0%3.9%  3870829991 
Intl TreasIGOVGlobal Asset ClassesFixed Income-9.2%-0.8%-9.2%1.4%2.5%0.8%0.7%  1250727369 
MktVectors Intl Hi YieldIHYGlobal Asset ClassesFixed Income-2.8%1.7%-2.8%5.8%5.0%4.7%   32496886  
IndiaINDYGlobal EquitiesAsia and Australia19.5%2.3%19.5%13.1%13.5%8.2%10.4%  8334615262 
MktVectors Intermed MuniITMGlobal Asset ClassesFixed Income0.2%0.0%0.2%4.6%4.1%3.3%3.4%  4365839487 
US Large CoreIWBGlobal Asset ClassesU.S. Equity: Lg / Mid26.3%4.0%26.3%26.0%18.2%14.7%16.4%10.6% 10010010010010093
iSh RussellIWCGlobal Asset ClassesU.S. Equity: Micro Cap18.7%0.3%18.7%20.6%11.4%10.2%13.5%7.2% 726250638354
iSh Russ 1000 ValIWDGlobal Asset ClassesU.S. Equity: Lg Cap Val24.9%6.3%24.9%17.4%11.0%9.6%12.8%7.3% 977170859974
iSh Russ 1000 GroIWFGlobal Asset ClassesU.S. Equity: Lg Cap Gro27.4%2.0%27.4%33.8%25.1%19.4%19.6%13.5% 100100100100100100
iSh Russ 2000IWMGlobal Asset ClassesU.S. Equity: Sm Cap14.5%2.3%14.5%19.9%11.9%10.7%13.2%8.7% 686758738766
iSh Russ 2000 ValIWNGlobal Asset ClassesU.S. Equity: Sm Cap Val28.0%4.1%28.0%17.8%8.9%9.3%11.9%7.1% 1004836607856
iSh Russell 2000IWOGlobal Asset ClassesU.S. Equity: Sm Cap Gro2.5%0.4%2.5%21.1%14.5%11.7%14.2%10.0% 337872789172
iSh US Mid GrowthIWPGlobal Asset ClassesU.S. Equity: Mid Cap Gro12.6%0.4%12.6%27.2%19.6%14.7%16.4%11.5% 6110010010010088
iSh US Mid CoreIWRGlobal Asset ClassesU.S. Equity: Mid Cap22.4%4.1%22.4%23.1%14.9%12.1%14.7%10.1% 9088839410081
iSh US Mid ValueIWSGlobal Asset ClassesU.S. Equity: Mid Cap Val28.1%6.3%28.1%19.4%11.0%9.8%13.2%8.6% 1006557769471
iSh Russell 3000IWVGlobal Asset ClassesU.S. Equity: Lg Cap25.5%3.8%25.5%25.5%17.7%14.4%16.1%10.4% 10010010010010091
EnergyIXCGlobal SectorsEnergy41.0%3.6%41.0%3.1%-0.3%-0.3%0.3%1.1% 1000001221
FinancialsIXGGlobal SectorsFinancials25.1%4.5%25.1%14.8%9.4%7.7%11.1%1.8% 884650587823
HealthcareIXJGlobal SectorsHealthcare19.6%7.7%19.6%18.4%15.5%10.8%14.4%10.0% 7810010010010099
TechnologyIXNGlobal SectorsTechnology29.6%3.3%29.6%40.1%29.7%23.4%22.0%14.5% 100100100100100100
TelecomIXPGlobal SectorsTelecommunications12.8%1.7%12.8%19.9%9.7%7.6%8.2%6.0% 619774848374
iShares Real EstateIYRGlobal Asset ClassesU.S. Real Estate38.7%9.5%38.7%18.6%11.8%9.6%11.1%6.2% 1007372828845
US Hi YieldJNKGlobal Asset ClassesFixed Income4.0%2.4%4.0%7.8%5.2%4.6%5.1%  5564759188 
Global UtilitiesJXIGlobal SectorsUtilities10.9%8.6%10.9%13.1%11.2%7.7%8.3%4.6% 476784858569
Consumer StaplesKXIGlobal SectorsConsumer Staples13.7%8.7%13.7%14.7%9.7%7.9%9.5%8.5% 658684949595
US Mort BackedMBBGlobal Asset ClassesFixed Income-1.4%-0.1%-1.4%2.9%2.4%2.1%2.1%  42708510091 
ChinaMCHIGlobal EquitiesAsia and Australia-21.7%-3.0%-21.7%7.3%8.9%4.8%6.5%  029493651 
MaterialsMXIGlobal SectorsMaterials15.1%6.6%15.1%19.8%13.5%9.9%7.3%5.4% 628081766443
NorwayNORWGlobal EquitiesEurope18.6%4.3%18.6%11.0%9.0%6.2%5.0%  6718353939 
PwrSh Emerg Mkt Sov DebtPCYGlobal Asset ClassesFixed Income: Aggregate-4.3%2.3%-4.3%4.8%3.5%4.1%4.6%  2232497172 
PowerShares QQQQQQGlobal Asset ClassesU.S. Equity: Lg Cap Gro27.4%1.2%27.4%38.1%28.4%22.3%22.9%16.9% 100100100100100100
Consumer DiscretionaryRXIGlobal SectorsConsumer Discretionary16.3%1.8%16.3%22.4%16.1%12.7%15.2%9.4% 82959510010081
Intl Dev Sm CapSCZGlobal Asset ClassesInt'l Equity: Small Cap10.1%3.7%10.1%15.3%11.0%9.5%10.7%  5561688385 
iSh Treas 1-3ySHYGlobal Asset ClassesFixed Income: Short-Term-0.7%-0.2%-0.7%1.9%1.5%1.2%1.0%1.8% 46688310090100
US Equity: Russell 3000SPTMGlobal EquitiesNorth America28.6%4.5%28.6%25.8%18.0%14.5%16.3%10.6% 10010010010010091
S&P 500SPYGlobal Asset ClassesU.S. Equity: Lg Cap28.7%4.6%28.7%26.0%18.4%14.8%16.5%10.6% 10010010010010094
ThailandTHDGlobal EquitiesAsia and Australia1.9%6.1%1.9%-0.2%3.7%2.4%5.0%  250213045 
US Inflation ProtTIPGlobal Asset ClassesFixed Income5.7%0.4%5.7%8.3%5.2%4.1%2.9%4.5% 58889410088100
iShares Treas 20y+ TLTGlobal Asset ClassesFixed Income: Long-Term-4.6%-2.0%-4.6%8.8%6.6%4.6%4.5%6.6% 136577787490
TurkeyTURGlobal EquitiesMideast and Africa-27.5%3.9%-27.5%-6.6%-8.1%-11.9%-5.4%  00000 
USD US Dollar indxUUPGlobal Asset ClassesCurrency: USD index5.7%-0.3%5.7%0.9%-0.2%1.3%1.5%  5649567775 
VietnamVNMGlobal EquitiesAsia and Australia22.0%2.9%22.0%13.6%11.1%2.9%5.7%  8340512040 
Vanguard Real EstateVNQGlobal Asset ClassesU.S. Real Estate40.5%9.7%40.5%20.0%11.2%9.5%11.5%7.2% 1008170818848
Timber & ForestryWOODGlobal SectorsTimber and Forestry17.0%9.1%17.0%19.0%13.3%10.1%11.4%  7365656776