VizMetrics Inc. - Better visibility. Better results.

All Portfolios, ranked by Total Return

for period ending November 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.
    Total Return VizMetrics Score
Ingredient NameIDPeer GroupCategoryYear-to-dateNov 2023    1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
   Group average8.7%7.7%6.3%2.9%4.5%5.1%3.4%6.8% 756662635669
  
ACWI (Global)ACWIGlobal Asset ClassesInt'l Equity: Core16.7%8.9%11.3%5.8%9.1%9.7%7.6%10.1% 1008287948895
U.S. Total Bond MarketAGGGlobal Asset ClassesFixed Income: Aggregate1.9%4.6%1.0%-4.5%0.7%0.8%1.3%2.6% 8669899093100
Alerian US MLPAMLPGlobal Asset ClassesEquity: MLP25.8%7.2%19.6%31.1%7.6%3.7%1.3%  100100900 
ArgentinaARGTGlobal EquitiesSouth America49.6%31.4%56.6%22.8%16.1%13.1%10.3%  100100453529 
T-Bill 1-3 MonthBILGlobal Asset ClassesFixed Income: Cash-like4.2%0.5%4.6%1.8%1.6%1.5%1.0%0.7% 100100100100100100
U.S. Total Bond MarketBNDGlobal Asset ClassesFixed Income: Aggregate1.8%4.5%1.0%-4.6%0.7%0.8%1.3%2.6% 8669898993100
AgricultureDBAGlobal Asset ClassesCommodities10.6%1.2%11.7%12.9%5.9%2.1%-0.8%-0.3% 10010097775448
Industrial MetalsDBBGlobal Asset ClassesCommodities-4.5%1.5%-6.8%2.8%3.2%3.0%1.8%2.4% 336059544533
OilDBOGlobal Asset ClassesCommodities1.6%-6.5%-1.3%25.3%10.8%8.4%-5.1%-2.3% 49100452900
ChileECHGlobal EquitiesSouth America3.2%10.9%5.8%5.4%-5.6%-1.6%-2.9%1.7% 66460006
iShares MSCIEEMGlobal Asset ClassesEquity: Emerging Mkts5.2%7.8%2.4%-4.8%1.5%3.7%1.4%5.8% 664455604457
Intl Dev CoreEFAGlobal Asset ClassesInt'l Equity: Lg Cap12.4%8.2%10.3%4.0%5.9%6.5%3.9%6.9% 1007675786671
iSh EAFE GrowthEFGGlobal Asset ClassesInt'l Equity: Lg Cap Gro11.1%9.6%7.4%-0.1%6.2%7.2%4.5%7.4% 855575806875
iSh EAFE ValueEFVGlobal Asset ClassesInt'l Equity: Lg Cap Val13.1%6.9%12.9%7.6%4.8%5.3%2.7%5.9% 1008965675459
EqyptEGPTGlobal EquitiesMideast and Africa27.6%5.2%37.4%1.9%-0.5%1.4%-4.9%  1005931280 
IndonesiaEIDOGlobal EquitiesAsia and Australia-0.9%6.9%-5.6%2.2%-0.6%0.8%1.1%  4274242318 
IsraelEISGlobal EquitiesMideast and Africa-2.2%16.3%-10.2%-1.5%1.0%3.6%2.8%5.8% 104339444353
iShares EmergEMBGlobal Asset ClassesFixed Income: Aggregate4.0%6.2%2.2%-5.6%0.4%0.9%2.1%5.1% 855365667389
Emerg Mkt Hi YldEMHYGlobal Asset ClassesFixed Income6.9%5.7%6.6%-2.3%1.5%1.6%2.8%  10068686775 
New ZealandENZLGlobal EquitiesAsia and Australia-3.3%11.6%-3.3%-9.4%1.6%4.4%5.5%  4316465660 
PhilippinesEPHEGlobal EquitiesAsia and Australia-3.1%7.2%-4.8%-5.3%-3.7%-2.6%-2.0%  3725181313 
PolandEPOLGlobal EquitiesEurope40.6%9.5%46.7%9.1%0.5%5.4%-1.6%  100478200 
PeruEPUGlobal EquitiesSouth America9.3%6.1%7.5%0.9%0.4%2.4%2.2%  7742222519 
AustraliaEWAGlobal EquitiesAsia and Australia2.9%8.2%-1.6%3.9%6.1%5.9%3.3%8.3% 516358584255
CanadaEWCGlobal EquitiesNorth America8.0%10.2%1.9%7.2%8.0%6.6%4.1%7.1% 648271675466
SwedenEWDGlobal EquitiesEurope11.4%14.5%8.2%0.6%7.3%7.3%3.9%9.9% 824260604869
GermanyEWGGlobal EquitiesEurope18.0%12.8%15.0%0.7%3.9%4.6%1.7%6.2% 1005049503541
Hong KongEWHGlobal EquitiesAsia and Australia-18.7%0.2%-13.5%-8.6%-3.6%-0.3%0.9%6.6% 92229333360
ItalyEWIGlobal EquitiesEurope25.4%10.3%23.3%8.6%8.9%9.6%3.8%3.5% 1008066663913
JapanEWJGlobal EquitiesAsia and Australia15.8%6.2%13.2%0.5%4.1%5.0%4.2%5.7% 1006877797470
BelgiumEWKGlobal EquitiesEurope3.3%8.8%5.8%1.1%3.1%3.5%3.8%8.7% 766255545776
SwitzerlandEWLGlobal EquitiesEurope10.7%8.3%8.2%4.3%8.5%9.2%5.7%9.2% 897591988187
MalaysiaEWMGlobal EquitiesAsia and Australia-5.3%3.0%-3.8%-5.1%-3.3%-0.3%-3.9%3.8% 494546511958
NetherlandsEWNGlobal EquitiesEurope14.5%12.6%10.1%4.2%10.0%10.7%7.2%10.1% 855875827075
AustriaEWOGlobal EquitiesEurope14.6%9.2%12.2%9.3%3.6%7.0%3.2%6.8% 977535473035
SpainEWPGlobal EquitiesEurope27.8%14.1%28.1%7.7%4.4%6.0%1.2%3.5% 1008255583118
FranceEWQGlobal EquitiesEurope16.0%9.1%14.1%8.4%8.9%9.7%5.7%7.5% 1008374806456
SingaporeEWSGlobal EquitiesAsia and Australia-1.0%2.6%-2.0%-0.9%-0.6%2.1%-0.1%6.1% 526344493256
TaiwanEWTGlobal EquitiesAsia and Australia21.3%11.9%13.0%6.7%13.8%11.8%9.6%12.0% 1007398928490
UKEWUGlobal EquitiesEurope7.7%6.2%6.3%8.5%4.4%5.0%1.7%5.7% 899464654763
MexicoEWWGlobal EquitiesNorth America28.8%15.4%20.6%18.9%12.0%7.7%1.6%7.3% 10010066411340
S KoreaEWYGlobal EquitiesAsia and Australia11.6%14.7%5.1%-4.9%2.3%4.2%1.4%8.2% 612239392547
BrazilEWZGlobal EquitiesSouth America24.6%14.2%19.0%9.1%2.7%5.2%1.0%4.0% 100562200
IndustrialsEXIGlobal SectorsIndustrials13.8%9.9%10.6%6.2%8.7%8.7%7.4%10.8% 1007975767686
S AfricaEZAGlobal EquitiesMideast and Africa-3.0%8.2%-6.0%3.3%0.1%1.3%-0.5%4.9% 1147149020
EMUEZUGlobal EquitiesEurope17.9%11.1%15.3%5.0%6.7%7.4%3.7%6.3% 1006965695247
iSh MSCI Frontier 100FMGlobal Asset ClassesInt'l Equity: Frontier4.3%6.0%1.2%0.9%1.7%3.6%   67655052  
AUStraliaFXAGlobal Asset ClassesCurrency: AUS Dollar-2.3%4.3%-2.0%-3.4%-1.9%-1.3%-2.6%1.5% 716465624963
GBP UK PoundFXBGlobal Asset ClassesCurrency: GBP Pound6.2%4.0%6.5%-1.4%0.0%0.2%-2.6%-1.4% 1007779775457
CAN Canada DollarFXCGlobal Asset ClassesCurrency: CAN Dollar1.1%2.3%0.5%-1.1%-0.1%0.1%-2.3%-0.5% 868183805864
EUR EuroFXEGlobal Asset ClassesCurrency: EUR Euro2.7%3.1%5.7%-3.3%-1.3%-0.2%-2.8%-1.4% 987279805855
CHF Swiss FrancFXFGlobal Asset ClassesCurrency: CHF Franc5.3%3.9%7.8%0.4%1.7%1.1%-0.6%1.4% 1008490857171
JPY Japan YenFXYGlobal Asset ClassesCurrency: JPY Yen-11.9%2.2%-7.3%-11.6%-5.8%-4.2%-4.1%-3.3% 513453534441
GreeceGREKGlobal EquitiesEurope41.2%11.1%45.7%20.6%13.6%9.3%-4.0%  10010066460 
Muni Hi YieldHYDGlobal Asset ClassesFixed Income2.1%6.0%0.2%-3.0%-0.3%1.8%2.7%  8170606873 
Clean EnergyICLNGlobal SectorsClean Energy-27.9%9.2%-32.3%-14.7%10.9%10.3%5.0%0.1% 005254300
US Treas 7-10yrIEFGlobal Asset ClassesFixed Income-0.1%4.6%-1.8%-6.6%-0.0%0.1%1.0%2.1% 735882818589
InfrastructureIGFGlobal SectorsInfrastructure1.9%9.3%-1.4%5.0%5.1%5.5%4.5%6.8% 598063666471
US Corp Med 5-10yIGIBGlobal Asset ClassesFixed Income4.9%5.8%4.1%-3.8%2.4%2.0%2.1%3.8% 9468888891100
Intl TreasIGOVGlobal Asset ClassesFixed Income-0.1%6.4%-1.8%-10.2%-3.7%-1.9%-2.1%  6635586156 
MktVectors Intl Hi YieldIHYGlobal Asset ClassesFixed Income6.9%4.8%8.2%-2.8%1.8%2.4%1.9%  10066757876 
IndiaINDYGlobal EquitiesAsia and Australia9.8%5.2%3.7%9.8%8.1%9.6%8.9%  84100737975 
MktVectors Intermed MuniITMGlobal Asset ClassesFixed Income1.9%5.6%2.1%-2.3%1.4%2.0%2.4%3.5% 897689929499
US Large CoreIWBGlobal Asset ClassesU.S. Equity: Lg / Mid20.4%9.3%13.5%8.6%12.1%12.6%11.4%13.6% 1009096100100100
iSh RussellIWCGlobal Asset ClassesU.S. Equity: Micro Cap-4.6%9.5%-8.3%-1.7%2.8%4.3%4.5%9.7% 234237404265
iSh Russ 1000 ValIWDGlobal Asset ClassesU.S. Equity: Lg Cap Val5.5%7.6%1.3%8.0%7.4%7.7%7.9%10.6% 729275808696
iSh Russ 1000 GroIWFGlobal Asset ClassesU.S. Equity: Lg Cap Gro36.5%11.0%26.1%8.7%16.2%16.9%14.5%16.2% 10081100100100100
iSh Russ 2000IWMGlobal Asset ClassesU.S. Equity: Sm Cap4.2%9.2%-2.6%1.0%4.7%5.9%6.1%10.9% 465650545780
iSh Russ 2000 ValIWNGlobal Asset ClassesU.S. Equity: Sm Cap Val1.9%9.1%-4.8%6.3%4.5%4.8%5.6%9.7% 387444445169
iSh Russell 2000IWOGlobal Asset ClassesU.S. Equity: Sm Cap Gro5.9%9.1%-0.8%-4.4%4.1%6.5%6.2%11.6% 513448565584
iSh US Mid GrowthIWPGlobal Asset ClassesU.S. Equity: Mid Cap Gro16.8%12.2%9.8%0.3%9.9%11.2%9.9%14.2% 9253798989100
iSh US Mid CoreIWRGlobal Asset ClassesU.S. Equity: Mid Cap8.7%10.2%2.8%4.8%8.6%8.9%8.8%13.2% 7174737883100
iSh US Mid ValueIWSGlobal Asset ClassesU.S. Equity: Mid Cap Val4.4%9.5%-0.9%7.1%6.9%6.7%7.5%12.0% 578262637395
iSh Russell 3000IWVGlobal Asset ClassesU.S. Equity: Lg Cap19.5%9.3%12.5%8.1%11.6%12.1%11.0%13.4% 1008893100100100
EnergyIXCGlobal SectorsEnergy3.9%0.5%0.8%31.3%8.8%6.7%3.2%5.3% 6010042341932
FinancialsIXGGlobal SectorsFinancials8.8%9.9%5.5%9.3%6.4%7.0%5.7%8.2% 778861656057
HealthcareIXJGlobal SectorsHealthcare-0.6%5.6%-2.2%5.4%7.6%10.2%8.7%11.7% 658894100100100
TechnologyIXNGlobal SectorsTechnology46.6%13.4%34.4%12.4%21.1%21.1%18.2%18.5% 10086100100100100
TelecomIXPGlobal SectorsTelecommunications34.1%8.1%28.6%1.3%7.7%5.9%4.2%6.8% 1006079726678
iShares Real EstateIYRGlobal Asset ClassesU.S. Real Estate2.7%12.3%-2.2%2.8%3.3%4.8%6.4%10.3% 506253596980
US Hi YieldJNKGlobal Asset ClassesFixed Income7.6%4.8%5.6%0.1%3.0%3.1%2.7%7.6% 10079848785100
Global UtilitiesJXIGlobal SectorsUtilities-1.9%6.6%-2.3%2.2%5.8%7.5%6.3%5.5% 566777878273
Consumer StaplesKXIGlobal SectorsConsumer Staples-0.4%4.5%-2.5%3.1%5.5%6.2%5.5%8.9% 5881869087100
US Mort BackedMBBGlobal Asset ClassesFixed Income0.8%5.2%-0.0%-4.3%-0.3%-0.0%0.8%1.7% 816985859097
ChinaMCHIGlobal EquitiesAsia and Australia-9.3%2.1%-7.0%-17.5%-4.3%0.3%0.1%  180101711 
MaterialsMXIGlobal SectorsMaterials7.2%9.0%3.2%6.1%10.0%9.1%5.9%8.1% 667179786163
NorwayNORWGlobal EquitiesEurope-1.7%3.9%-4.4%3.4%1.7%4.6%0.3%  4952283613 
PwrSh Emerg Mkt Sov DebtPCYGlobal Asset ClassesFixed Income: Aggregate10.7%9.4%8.7%-6.3%-0.3%0.1%2.0%5.6% 1004051506284
PowerShares QQQQQQGlobal Asset ClassesU.S. Equity: Lg Cap Gro46.7%10.8%33.4%9.7%18.9%19.5%17.4%19.9% 10079100100100100
Consumer DiscretionaryRXIGlobal SectorsConsumer Discretionary21.1%9.3%12.1%1.5%8.0%9.0%7.6%12.9% 9160747978100
Intl Dev Sm CapSCZGlobal Asset ClassesInt'l Equity: Small Cap5.4%8.8%4.5%-0.7%3.5%5.2%4.2%9.1% 805457626179
iSh Treas 1-3ySHYGlobal Asset ClassesFixed Income: Short-Term3.0%1.1%3.1%-0.5%1.1%0.9%0.8%0.9% 10096100100100100
US Equity: Russell 3000SPTMGlobal EquitiesNorth America19.5%9.1%12.7%9.5%12.3%12.6%11.4%13.7% 1009397100100100
S&P 500SPYGlobal Asset ClassesU.S. Equity: Lg Cap20.7%9.1%13.7%9.6%12.5%12.9%11.7%13.6% 1009398100100100
ThailandTHDGlobal EquitiesAsia and Australia-17.5%1.9%-15.0%-4.3%-4.3%0.2%0.7%10.2% 54324333370
US Inflation ProtTIPGlobal Asset ClassesFixed Income1.3%2.8%-0.0%-1.7%2.6%1.9%1.9%3.4% 8778969494100
iShares Treas 20y+ TLTGlobal Asset ClassesFixed Income: Long-Term-5.5%9.9%-7.9%-15.1%-2.4%-1.6%1.1%1.8% 35951495957
TurkeyTURGlobal EquitiesMideast and Africa-1.4%3.3%6.9%20.6%9.2%4.5%-1.9%4.8% 569240000
USD US Dollar indxUUPGlobal Asset ClassesCurrency: USD index5.3%-2.5%3.3%6.0%3.1%2.0%3.3%0.9% 9410098929876
VietnamVNMGlobal EquitiesAsia and Australia10.6%13.3%3.4%-5.8%-2.9%0.7%-2.3%  281210150 
Vanguard Real EstateVNQGlobal Asset ClassesU.S. Real Estate2.2%12.1%-2.9%2.8%3.7%4.3%6.4%10.9% 486255566880
Timber & ForestryWOODGlobal SectorsTimber and Forestry7.7%8.7%3.3%4.1%6.0%7.6%6.1%8.9% 756456615562