All Portfolios, ranked by Total Return

for period ending April 30, 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	Apr 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	5.5%	1.0%	1.4%	9.3%	2.6%	4.8%	3.5%	3.5%	66	67	57	60	58	58

ACWI (Global)	ACWI	Global Asset Classes	Int'l Equity: Core	9.1%	1.6%	2.7%	12.3%	7.2%	9.4%	8.0%	5.7%	71	80	79	93	90	68
U.S. Total Bond Market	AGG	Global Asset Classes	Fixed Income: Aggregate	3.8%	0.6%	-0.3%	-3.1%	1.2%	0.9%	1.3%	2.6%	87	54	92	90	93	100
Alerian US MLP	AMLP	Global Asset Classes	Equity: MLP	5.1%	1.6%	11.3%	26.2%	3.8%	2.1%	-0.1%		81	100	0	0	0
Argentina	ARGT	Global Equities	South America	15.7%	0.1%	27.4%	31.4%	3.7%	10.7%	9.5%		100	100	3	22	27
T-Bill 1-3 Month	BIL	Global Asset Classes	Fixed Income: Cash-like	1.1%	0.4%	2.5%	0.8%	1.3%	1.1%	0.7%	0.5%	100	81	100	100	100	100
U.S. Total Bond Market	BND	Global Asset Classes	Fixed Income: Aggregate	3.6%	0.6%	-0.4%	-3.2%	1.2%	0.9%	1.3%	2.7%	87	54	92	90	93	100
CHN PRC Renminbi	CYB	Global Asset Classes	Currency: CHN Renminbi	0.8%	-0.6%	-1.8%	3.1%	0.6%	1.7%	1.2%		86	75	89	93	91
Agriculture	DBA	Global Asset Classes	Commodities	4.0%	2.5%	-4.6%	15.4%	2.3%	0.4%	-1.9%	-3.3%	71	100	81	63	47	38
Industrial Metals	DBB	Global Asset Classes	Commodities	-1.4%	-5.1%	-18.6%	15.7%	1.1%	5.8%	1.6%	-1.5%	5	79	52	66	44	23
Oil	DBO	Global Asset Classes	Commodities	-3.0%	1.2%	-16.5%	38.9%	5.0%	8.4%	-5.2%	-6.6%	24	100	18	20	0	0
Chile	ECH	Global Equities	South America	4.9%	-1.3%	19.3%	8.3%	-9.1%	-1.4%	-5.3%	-1.9%	80	38	0	0	0	8
iShares MSCI	EEM	Global Asset Classes	Equity: Emerging Mkts	3.2%	-0.8%	-5.5%	4.2%	-1.4%	4.0%	1.1%	0.6%	49	55	43	58	42	33
Intl Dev Core	EFA	Global Asset Classes	Int'l Equity: Lg Cap	12.2%	2.9%	10.1%	12.2%	3.8%	6.4%	4.7%	2.8%	88	80	67	77	71	52
iSh EAFE Growth	EFG	Global Asset Classes	Int'l Equity: Lg Cap Gro	14.4%	2.2%	9.9%	9.4%	5.0%	7.0%	5.6%	3.5%	84	65	70	79	75	56
iSh EAFE Value	EFV	Global Asset Classes	Int'l Equity: Lg Cap Val	9.5%	3.5%	9.8%	14.2%	1.8%	5.1%	3.3%	1.6%	89	87	54	63	57	43
Eqypt	EGPT	Global Equities	Mideast and Africa	-3.7%	8.2%	-6.9%	-3.2%	-11.5%	-7.8%	-6.1%		43	25	0	0	0
Indonesia	EIDO	Global Equities	Asia and Australia	10.5%	5.2%	0.5%	17.1%	1.4%	2.7%	-2.0%		77	94	31	22	0
Israel	EIS	Global Equities	Mideast and Africa	-3.3%	-1.1%	-20.5%	3.4%	3.2%	3.0%	3.6%	2.0%	2	45	51	41	51	43
iShares Emerg	EMB	Global Asset Classes	Fixed Income: Aggregate	2.6%	0.3%	-1.3%	-1.1%	-0.4%	0.8%	1.1%	3.7%	74	49	62	61	66	77
Emerg Mkt Hi Yld	EMHY	Global Asset Classes	Fixed Income	1.1%	-0.7%	-1.8%	1.8%	-0.4%	1.3%	1.4%		74	60	61	62	65
New Zealand	ENZL	Global Equities	Asia and Australia	2.8%	-0.0%	1.6%	2.6%	3.5%	5.6%	5.9%		65	39	56	59	61
Philippines	EPHE	Global Equities	Asia and Australia	3.2%	0.2%	-4.7%	5.1%	-3.5%	-2.8%	-3.5%		34	42	20	2	0
Poland	EPOL	Global Equities	Europe	14.0%	13.8%	14.7%	7.8%	-4.8%	0.9%	-1.6%		69	23	0	0	0
Peru	EPU	Global Equities	South America	8.2%	1.8%	2.4%	10.9%	-3.8%	2.7%	-0.1%		63	53	8	17	4
Australia	EWA	Global Equities	Asia and Australia	4.1%	0.9%	-1.1%	15.3%	5.4%	6.7%	2.6%	3.4%	50	77	56	59	34	35
Canada	EWC	Global Equities	North America	7.5%	3.0%	-2.9%	15.6%	6.9%	7.0%	4.5%	2.7%	53	86	68	68	58	43
Sweden	EWD	Global Equities	Europe	15.1%	4.7%	7.1%	14.4%	6.5%	6.9%	5.0%	4.8%	61	65	58	56	54	43
Germany	EWG	Global Equities	Europe	18.9%	3.3%	16.5%	10.5%	0.6%	4.2%	3.8%	1.8%	90	58	39	44	47	29
Hong Kong	EWH	Global Equities	Asia and Australia	-0.9%	1.4%	0.3%	2.2%	-1.5%	3.8%	3.3%	3.6%	52	42	39	52	48	48
Italy	EWI	Global Equities	Europe	17.5%	4.0%	20.7%	17.9%	2.3%	6.6%	5.0%	-1.4%	100	85	39	48	43	7
Japan	EWJ	Global Equities	Asia and Australia	8.1%	0.3%	5.2%	5.9%	1.0%	5.4%	3.9%	2.3%	80	64	62	80	70	57
Belgium	EWK	Global Equities	Europe	7.0%	1.3%	3.5%	9.9%	0.8%	3.5%	5.4%	1.3%	74	70	48	51	68	29
Switzerland	EWL	Global Equities	Europe	14.7%	6.1%	5.7%	11.3%	9.3%	8.9%	6.9%	6.5%	81	75	96	99	89	74
Malaysia	EWM	Global Equities	Asia and Australia	-4.7%	-1.8%	-9.6%	1.2%	-5.8%	-2.2%	-3.8%	0.4%	40	46	36	33	19	47
Netherlands	EWN	Global Equities	Europe	13.6%	0.3%	12.2%	15.6%	7.5%	10.0%	9.2%	4.8%	79	74	68	80	82	47
Austria	EWO	Global Equities	Europe	11.3%	4.4%	8.4%	16.7%	-0.6%	6.7%	4.3%	-0.9%	66	75	20	39	34	0
Spain	EWP	Global Equities	Europe	18.2%	2.5%	19.8%	14.2%	-0.0%	3.1%	2.5%	-1.0%	100	78	37	36	36	13
France	EWQ	Global Equities	Europe	19.5%	4.7%	24.0%	20.6%	6.7%	9.8%	7.7%	3.5%	100	98	67	81	75	41
Singapore	EWS	Global Equities	Asia and Australia	5.7%	0.2%	4.4%	6.3%	-2.8%	2.6%	0.1%	1.8%	86	69	36	48	32	37
Taiwan	EWT	Global Equities	Asia and Australia	9.4%	-3.1%	-7.4%	13.6%	9.6%	12.7%	8.7%	5.8%	30	72	79	97	80	55
UK	EWU	Global Equities	Europe	10.7%	5.2%	8.6%	14.2%	2.5%	4.5%	3.0%	1.9%	86	88	57	60	54	47
Mexico	EWW	Global Equities	North America	23.1%	2.3%	27.6%	30.8%	6.0%	4.1%	0.4%	2.2%	100	100	36	13	6	21
S Korea	EWY	Global Equities	Asia and Australia	7.4%	-0.9%	-7.9%	7.0%	-2.8%	3.9%	2.1%	1.5%	13	42	19	32	28	20
Brazil	EWZ	Global Equities	South America	1.1%	3.3%	-3.0%	12.8%	-2.3%	4.1%	-2.5%	-3.7%	35	45	0	0	0	0
Industrials	EXI	Global Sectors	Industrials	7.8%	0.5%	9.6%	16.2%	6.7%	8.9%	8.6%	6.3%	86	87	66	77	83	61
S Africa	EZA	Global Equities	Mideast and Africa	1.3%	1.7%	-7.1%	15.4%	-3.1%	1.0%	0.0%	1.4%	37	74	6	0	0	18
EMU	EZU	Global Equities	Europe	17.8%	3.2%	19.2%	15.3%	3.5%	6.7%	5.6%	1.6%	100	79	54	63	62	31
iSh MSCI Frontier 100	FM	Global Asset Classes	Int'l Equity: Frontier	-0.5%	-0.9%	-17.6%	6.5%	-2.5%	2.9%			18	64	33	45
AUStralia	FXA	Global Asset Classes	Currency: AUS Dollar	-2.7%	-1.1%	-6.4%	0.2%	-2.5%	-1.7%	-3.8%	-0.8%	64	55	63	55	39	55
GBP UK Pound	FXB	Global Asset Classes	Currency: GBP Pound	4.5%	1.9%	0.6%	-0.1%	-1.9%	-2.3%	-2.3%	-3.1%	87	59	72	55	56	56
CAN Canada Dollar	FXC	Global Asset Classes	Currency: CAN Dollar	0.3%	-0.2%	-4.6%	0.9%	-0.9%	-1.0%	-2.9%	-1.8%	76	66	80	71	54	62
EUR Euro	FXE	Global Asset Classes	Currency: EUR Euro	3.1%	1.6%	4.2%	-0.5%	-2.6%	-1.3%	-2.4%	-2.6%	100	60	73	71	60	57
CHF Swiss Franc	FXF	Global Asset Classes	Currency: CHF Franc	3.3%	2.3%	8.1%	1.6%	1.0%	-0.1%	-0.6%	0.3%	100	66	88	76	71	71
JPY Japan Yen	FXY	Global Asset Classes	Currency: JPY Yen	-3.9%	-2.5%	-5.3%	-8.2%	-4.9%	-4.0%	-3.8%	-2.2%	65	30	58	44	45	59
Greece	GREK	Global Equities	Europe	17.6%	3.2%	23.4%	22.0%	2.1%	6.6%	-3.1%		100	93	24	25	0
Muni Hi Yield	HYD	Global Asset Classes	Fixed Income	2.3%	-0.3%	-3.5%	1.4%	-0.2%	0.8%	1.7%		73	64	61	56	65
Clean Energy	ICLN	Global Sectors	Clean Energy	-5.7%	-5.4%	0.2%	21.3%	15.2%	12.8%	10.4%		54	71	72	67	61
US Treas 7-10yr	IEF	Global Asset Classes	Fixed Income	4.8%	0.8%	-1.1%	-5.2%	1.2%	0.3%	0.9%	3.0%	82	44	88	80	84	95
Infrastructure	IGF	Global Sectors	Infrastructure	6.8%	2.7%	2.8%	12.7%	5.2%	5.9%	5.2%	3.4%	70	84	66	66	68	57
US Corp Med 5-10y	IGIB	Global Asset Classes	Fixed Income	5.0%	0.7%	1.7%	-1.2%	2.5%	1.9%	2.0%	3.3%	89	57	89	87	90	97
Intl Treas	IGOV	Global Asset Classes	Fixed Income	3.2%	0.5%	-5.8%	-6.6%	-4.1%	-2.6%	-1.9%		58	31	58	52	57
MktVectors Intl Hi Yield	IHY	Global Asset Classes	Fixed Income	3.8%	0.8%	1.8%	2.1%	0.3%	2.2%	1.9%		82	61	69	75	76
India	INDY	Global Equities	Asia and Australia	0.9%	3.9%	-1.1%	18.4%	5.9%	8.7%	6.8%		75	100	62	71	58
MktVectors Intermed Muni	ITM	Global Asset Classes	Fixed Income	1.9%	-0.4%	3.4%	0.6%	1.7%	1.2%	1.8%	3.3%	98	64	91	85	90	98
US Large Core	IWB	Global Asset Classes	U.S. Equity: Lg / Mid	8.7%	1.2%	1.6%	14.1%	10.9%	12.2%	11.8%	9.6%	68	83	90	100	100	89
iSh Russell	IWC	Global Asset Classes	U.S. Equity: Micro Cap	-5.6%	-2.9%	-10.9%	10.6%	1.9%	6.6%	6.9%	6.5%	32	63	35	48	56	53
iSh Russ 1000 Val	IWD	Global Asset Classes	U.S. Equity: Lg Cap Val	2.5%	1.6%	1.1%	14.2%	7.6%	8.7%	8.9%	7.3%	69	89	77	86	93	77
iSh Russ 1000 Gro	IWF	Global Asset Classes	U.S. Equity: Lg Cap Gro	15.5%	1.0%	2.2%	13.4%	13.6%	15.1%	14.3%	11.6%	66	72	96	100	100	96
iSh Russ 2000	IWM	Global Asset Classes	U.S. Equity: Sm Cap	0.9%	-1.8%	-3.7%	11.8%	4.0%	8.0%	7.9%	7.7%	53	71	47	61	67	64
iSh Russ 2000 Val	IWN	Global Asset Classes	U.S. Equity: Sm Cap Val	-3.2%	-2.5%	-8.2%	15.2%	3.4%	7.0%	6.8%	6.7%	35	81	41	51	58	57
iSh Russell 2000	IWO	Global Asset Classes	U.S. Equity: Sm Cap Gro	4.7%	-1.2%	0.7%	7.7%	3.9%	8.4%	8.5%	8.3%	70	55	47	63	68	66
iSh US Mid Growth	IWP	Global Asset Classes	U.S. Equity: Mid Cap Gro	7.5%	-1.4%	1.6%	9.1%	8.8%	10.8%	10.6%	9.3%	70	61	74	88	95	78
iSh US Mid Core	IWR	Global Asset Classes	U.S. Equity: Mid Cap	3.5%	-0.6%	-1.8%	13.6%	7.8%	9.5%	9.7%	8.8%	58	81	70	81	90	77
iSh US Mid Value	IWS	Global Asset Classes	U.S. Equity: Mid Cap Val	1.3%	0.0%	-3.6%	15.5%	6.2%	7.8%	8.5%	8.1%	50	87	61	67	79	71
iSh Russell 3000	IWV	Global Asset Classes	U.S. Equity: Lg Cap	8.2%	1.1%	1.3%	13.9%	10.4%	11.9%	11.5%	9.5%	67	82	88	100	100	87
Energy	IXC	Global Sectors	Energy	0.8%	4.1%	16.1%	31.8%	6.1%	7.3%	3.7%	1.9%	88	100	34	32	22	29
Financials	IXG	Global Sectors	Financials	1.8%	3.7%	2.6%	15.6%	3.4%	7.8%	6.1%	2.3%	67	84	50	65	62	30
Healthcare	IXJ	Global Sectors	Healthcare	1.7%	3.6%	4.5%	9.8%	10.6%	9.9%	10.3%	10.2%	90	79	100	100	100	100
Technology	IXN	Global Sectors	Technology	20.7%	-0.5%	6.3%	17.2%	16.5%	20.3%	17.6%	12.9%	64	77	100	100	100	94
Telecom	IXP	Global Sectors	Telecommunications	20.2%	2.2%	1.4%	5.9%	4.5%	3.3%	4.0%	3.6%	64	53	66	56	64	64
iShares Real Estate	IYR	Global Asset Classes	U.S. Real Estate	2.3%	0.9%	-15.0%	6.7%	5.3%	4.7%	4.9%	5.3%	20	57	62	55	61	46
US Hi Yield	JNK	Global Asset Classes	Fixed Income	3.3%	0.1%	-0.3%	2.6%	2.1%	3.4%	2.4%	4.4%	77	65	81	87	83	81
Global Utilities	JXI	Global Sectors	Utilities	3.8%	3.3%	2.1%	9.3%	7.8%	7.4%	6.7%	3.5%	70	71	88	86	85	67
Consumer Staples	KXI	Global Sectors	Consumer Staples	8.1%	4.1%	5.2%	10.9%	8.1%	6.6%	6.7%	7.6%	90	86	99	94	95	94
US Mort Backed	MBB	Global Asset Classes	Fixed Income	3.1%	0.4%	-1.0%	-3.4%	0.3%	0.2%	0.8%	2.2%	83	53	89	87	91	99
China	MCHI	Global Equities	Asia and Australia	0.5%	-4.3%	-3.5%	-6.1%	-5.2%	3.3%	2.2%		16	0	9	27	22
Materials	MXI	Global Sectors	Materials	5.6%	-0.7%	-1.2%	17.5%	7.2%	10.0%	6.3%	2.5%	48	85	69	84	64	35
Norway	NORW	Global Equities	Europe	-4.2%	1.2%	-12.6%	13.4%	-0.5%	4.4%	0.7%		9	60	20	30	14
PwrSh Emerg Mkt Sov Debt	PCY	Global Asset Classes	Fixed Income: Aggregate	5.3%	0.9%	1.1%	-2.6%	-1.8%	-0.5%	0.3%	3.4%	70	34	47	41	51	65
PowerShares QQQ	QQQ	Global Asset Classes	U.S. Equity: Lg Cap Gro	21.3%	0.5%	3.8%	14.5%	15.7%	18.2%	17.5%	14.7%	64	70	100	100	100	100
Consumer Discretionary	RXI	Global Sectors	Consumer Discretionary	14.2%	-0.9%	2.8%	10.9%	5.9%	8.6%	8.9%	8.6%	66	70	65	78	86	77
Intl Dev Sm Cap	SCZ	Global Asset Classes	Int'l Equity: Small Cap	7.7%	2.2%	0.5%	9.8%	1.1%	5.5%	5.6%	4.4%	60	68	48	61	69	54
iSh Treas 1-3y	SHY	Global Asset Classes	Fixed Income: Short-Term	1.9%	0.2%	0.9%	-0.9%	1.1%	0.7%	0.7%	1.1%	100	71	100	100	100	100
US Equity: Russell 3000	SPTM	Global Equities	North America	8.6%	1.4%	2.4%	14.7%	11.1%	12.5%	11.9%	9.7%	70	85	91	100	100	88
S&P 500	SPY	Global Asset Classes	U.S. Equity: Lg Cap	9.2%	1.6%	2.7%	14.5%	11.4%	12.5%	12.1%	9.7%	71	84	93	100	100	90
Thailand	THD	Global Equities	Asia and Australia	-5.8%	-3.4%	-2.5%	5.8%	-3.8%	3.2%	-0.3%	4.9%	56	55	25	43	22	38
US Inflation Prot	TIP	Global Asset Classes	Fixed Income	3.6%	0.1%	-4.1%	0.7%	2.8%	2.3%	1.3%	2.9%	72	64	97	96	89	95
iShares Treas 20y+	TLT	Global Asset Classes	Fixed Income: Long-Term	7.7%	0.3%	-8.5%	-12.3%	-0.1%	-0.6%	0.9%	3.7%	49	7	63	49	59	76
Turkey	TUR	Global Equities	Mideast and Africa	-16.3%	-5.1%	43.6%	18.2%	-1.1%	-2.8%	-5.9%	-1.3%	100	60	0	0	0	0
USD US Dollar indx	UUP	Global Asset Classes	Currency: USD index	-0.2%	-0.5%	1.5%	1.5%	3.4%	2.5%	2.6%	1.6%	93	68	100	95	94	84
Vietnam	VNM	Global Equities	Asia and Australia	2.6%	-0.2%	-28.0%	-0.2%	-6.8%	-1.4%	-3.0%		0	23	2	1	0
Vanguard Real Estate	VNQ	Global Asset Classes	U.S. Real Estate	2.0%	0.3%	-16.5%	6.8%	5.7%	4.3%	5.1%	5.9%	15	56	64	52	61	46
Timber & Forestry	WOOD	Global Sectors	Timber and Forestry	-2.5%	-0.9%	-19.8%	12.1%	-0.7%	7.7%	5.6%		0	67	29	57	51

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