VizMetrics Inc. - Better visibility. Better results.

All Portfolios, ranked by Total Return

for period ending September 30, 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-dateSep 2021    1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
   Group average7.0%-3.1%23.7%7.1%7.3%4.9%6.8%5.7% 666358666660
  
ACWI (Global)ACWIGlobal Asset ClassesInt'l Equity: Core10.9%-4.2%26.9%12.5%13.3%10.1%12.0%  8091100100100 
U.S. Total Bond MarketAGGGlobal Asset ClassesFixed Income: Aggregate-1.7%-0.9%-1.0%5.3%2.9%3.2%2.9%4.0% 371009010093100
Alerian US MLPAMLPGlobal Asset ClassesEquity: MLP38.5%3.0%83.5%-6.1%-4.1%-6.3%-0.4%  1000000 
ArgentinaARGTGlobal EquitiesSouth America9.9%-9.1%43.7%8.8%7.7%7.5%6.3%  94001612 
T-Bill 1-3 MonthBILGlobal Asset ClassesFixed Income: Cash-like-0.1%0.0%-0.1%1.0%1.0%0.7%0.5%  42999010090 
U.S. Total Bond MarketBNDGlobal Asset ClassesFixed Income: Aggregate-1.8%-1.0%-1.0%5.4%2.9%3.2%3.0%4.1% 361008910093100
CHN PRC RenminbiCYBGlobal Asset ClassesCurrency: CHN Renminbi2.4%0.4%6.8%4.4%3.4%2.0%2.1%  50100869284 
AgricultureDBAGlobal Asset ClassesCommodities18.5%-0.1%29.7%5.1%-0.4%-3.7%-4.0%  9181383831 
Industrial MetalsDBBGlobal Asset ClassesCommodities19.9%-0.6%36.7%8.2%8.4%3.2%1.3%  9681736042 
OilDBOGlobal Asset ClassesCommodities62.8%9.6%90.8%1.1%9.5%-9.1%-4.9%  1000000 
ChileECHGlobal EquitiesSouth America-12.5%-9.0%10.3%-15.7%-5.2%-5.2%-5.4%  310000 
iShares MSCIEEMGlobal Asset ClassesEquity: Emerging Mkts-2.1%-3.9%16.0%7.7%8.3%5.0%5.8%5.1% 566662646046
Intl Dev CoreEFAGlobal Asset ClassesInt'l Equity: Lg Cap8.4%-3.3%25.4%7.5%8.6%5.7%8.1%4.0% 777174778053
iSh EAFE GrowthEFGGlobal Asset ClassesInt'l Equity: Lg Cap Gro6.4%-4.3%19.9%11.5%10.9%8.4%9.9%5.5% 659492949162
iSh EAFE ValueEFVGlobal Asset ClassesInt'l Equity: Lg Cap Val9.5%-2.1%29.8%2.8%5.6%2.5%5.9%2.0% 854245536340
EqyptEGPTGlobal EquitiesMideast and Africa0.3%-5.3%2.1%-4.9%-6.2%-12.3%-3.0%  280000 
IndonesiaEIDOGlobal EquitiesAsia and Australia-6.8%2.0%27.3%-0.4%-2.4%-1.7%-0.2%  740001 
IsraelEISGlobal EquitiesMideast and Africa11.9%-0.8%36.8%9.5%9.7%6.6%7.8%  10064596767 
iShares EmergEMBGlobal Asset ClassesFixed Income: Aggregate-2.6%-2.6%3.2%5.4%3.4%4.3%5.1%  4076588581 
Emerg Mkt Hi YldEMHYGlobal Asset ClassesFixed Income-0.8%-2.7%7.6%5.0%3.3%4.2%   50695279  
New ZealandENZLGlobal EquitiesAsia and Australia-8.5%-2.7%9.5%11.0%9.2%10.8%12.4%  4180689390 
PhilippinesEPHEGlobal EquitiesAsia and Australia-8.4%-1.0%12.9%0.4%-3.7%-2.8%4.2%  382501743 
PolandEPOLGlobal EquitiesEurope15.6%-5.1%34.2%-0.9%5.8%-1.6%2.1%  6107418 
PeruEPUGlobal EquitiesSouth America-23.3%-1.9%-9.4%-8.7%-2.3%-1.7%-0.7%  00038 
RussiaERUSGlobal EquitiesEurope29.7%5.6%54.2%17.4%15.8%9.8%6.5%  10079725330 
AustraliaEWAGlobal EquitiesAsia and Australia5.1%-4.2%28.7%8.0%7.9%5.0%6.9%5.9% 845550565441
CanadaEWCGlobal EquitiesNorth America18.4%-2.8%34.9%10.5%9.5%4.6%5.9%4.9% 956761586047
SwedenEWDGlobal EquitiesEurope15.3%-6.4%30.9%13.9%12.5%8.1%10.6%7.0% 798481798251
GermanyEWGGlobal EquitiesEurope5.4%-5.8%16.4%5.8%7.0%4.8%8.4%4.6% 484845576636
Hong KongEWHGlobal EquitiesAsia and Australia-1.3%-6.9%12.0%2.8%4.9%5.4%8.5%6.8% 474541627157
ItalyEWIGlobal EquitiesEurope8.8%-3.9%32.5%7.6%10.6%3.0%5.9%-1.1% 80464935381
JapanEWJGlobal EquitiesAsia and Australia4.7%2.7%20.3%6.9%8.7%7.5%8.1%3.3% 747985928358
BelgiumEWKGlobal EquitiesEurope8.7%-5.3%26.2%5.2%4.6%5.9%9.7%2.2% 684835688126
SwitzerlandEWLGlobal EquitiesEurope6.2%-8.4%15.6%12.4%11.0%7.6%10.4%7.0% 4910097919474
MalaysiaEWMGlobal EquitiesAsia and Australia-9.2%-4.5%-0.2%-4.7%-0.6%-4.4%0.2%4.3% 243226204059
NetherlandsEWNGlobal EquitiesEurope19.9%-7.0%42.8%19.6%16.7%12.8%13.9%7.2% 1001001001009955
AustriaEWOGlobal EquitiesEurope26.6%-1.7%73.3%5.1%11.3%8.7%7.7%1.1% 100244559501
SpainEWPGlobal EquitiesEurope1.2%-4.1%27.9%-0.2%3.3%-1.8%2.3%0.4% 712115162611
FranceEWQGlobal EquitiesEurope13.2%-3.7%35.4%7.8%11.2%7.3%9.6%3.9% 905872737638
SingaporeEWSGlobal EquitiesAsia and Australia7.2%-1.4%25.1%1.4%4.9%1.4%4.2%5.3% 773334394743
TaiwanEWTGlobal EquitiesAsia and Australia16.8%-4.5%40.7%21.0%17.5%13.5%13.0%9.0% 1001001001009665
UKEWUGlobal EquitiesEurope12.0%-2.3%30.1%1.7%4.1%1.2%4.9%1.9% 853735455742
MexicoEWWGlobal EquitiesNorth America13.1%-5.6%47.5%0.1%1.9%-3.0%1.7%2.6% 1000001516
S KoreaEWYGlobal EquitiesAsia and Australia-6.3%-7.0%24.4%7.2%8.6%6.0%7.2%5.1% 675047595730
BrazilEWZGlobal EquitiesSouth America-12.0%-11.7%18.8%1.0%1.5%-1.8%-2.2%1.8% 3600000
IndustrialsEXIGlobal SectorsIndustrials10.9%-4.7%27.8%9.6%11.6%9.5%12.4%7.5% 786272869463
S AfricaEZAGlobal EquitiesMideast and Africa8.3%-4.8%33.9%2.6%1.6%0.2%2.3%4.2% 836051723
EMUEZUGlobal EquitiesEurope10.2%-5.3%30.0%7.6%9.3%5.6%8.5%3.1% 785861657032
iSh MSCI Frontier 100FMGlobal Asset ClassesInt'l Equity: Frontier21.4%-0.8%35.4%9.4%8.8%    1006453   
AUStraliaFXAGlobal Asset ClassesCurrency: AUS Dollar-6.6%-1.2%0.6%-0.0%-0.8%-2.1%-1.8%2.0% 356645554763
GBP UK PoundFXBGlobal Asset ClassesCurrency: GBP Pound-1.8%-2.0%4.0%0.9%0.5%-2.9%-1.7%-1.8% 437656535257
CAN Canada DollarFXCGlobal Asset ClassesCurrency: CAN Dollar0.1%-0.4%4.7%0.8%0.8%-1.8%-1.8%-0.4% 457963605263
EUR EuroFXEGlobal Asset ClassesCurrency: EUR Euro-5.9%-2.0%-2.2%-1.0%-0.3%-2.0%-2.1%-0.6% 307359625261
CHF Swiss FrancFXFGlobal Asset ClassesCurrency: CHF Franc-5.9%-1.9%-2.3%0.6%-0.3%-0.8%-1.2%1.5% 287857695772
JPY Japan YenFXYGlobal Asset ClassesCurrency: JPY Yen-7.7%-1.2%-5.8%0.1%-2.4%-0.7%-4.1%  2480406739 
GreeceGREKGlobal EquitiesEurope6.1%-7.1%38.1%5.4%7.1%-8.0%   711400  
Muni Hi YieldHYDGlobal Asset ClassesFixed Income3.9%-1.3%8.4%3.9%3.4%4.5%5.0%  5359447674 
Clean EnergyICLNGlobal SectorsClean Energy-22.9%-7.2%17.9%37.8%21.1%12.8%11.6%  37100977560 
US Treas 7-10yrIEFGlobal Asset ClassesFixed Income-3.4%-1.6%-4.7%6.0%2.3%3.3%2.7%4.7% 27100799986100
InfrastructureIGFGlobal SectorsInfrastructure6.5%-1.3%22.3%6.0%5.1%3.9%6.9%  7553406171 
US Corp Med 5-10yIGIBGlobal Asset ClassesFixed Income-1.3%-1.1%1.1%7.5%4.5%4.2%4.1%  401008710093 
Intl TreasIGOVGlobal Asset ClassesFixed Income-7.7%-2.6%-2.9%2.4%0.7%0.7%0.6%  2887627968 
MktVectors Intl Hi YieldIHYGlobal Asset ClassesFixed Income-1.3%-2.4%6.4%5.5%4.8%4.0%   49817386  
IndiaINDYGlobal EquitiesAsia and Australia21.6%0.7%48.1%15.1%12.0%8.7%9.2%  10072576354 
MktVectors Intermed MuniITMGlobal Asset ClassesFixed Income-0.4%-1.1%1.9%5.2%2.9%3.4%3.7%  42100799889 
US Large CoreIWBGlobal Asset ClassesU.S. Equity: Lg / Mid15.1%-4.6%30.8%16.3%17.0%13.9%16.6%10.4% 8610010010010091
iSh RussellIWCGlobal Asset ClassesU.S. Equity: Micro Cap22.1%-2.9%60.6%11.9%14.3%12.4%15.3%8.1% 1005367819257
iSh Russ 1000 ValIWDGlobal Asset ClassesU.S. Equity: Lg Cap Val15.9%-3.5%34.8%9.9%10.8%9.1%13.3%7.3% 9670768910074
iSh Russ 1000 GroIWFGlobal Asset ClassesU.S. Equity: Lg Cap Gro14.1%-5.6%27.1%21.7%22.6%18.3%19.4%13.1% 76100100100100100
iSh Russ 2000IWMGlobal Asset ClassesU.S. Equity: Sm Cap12.3%-2.9%47.4%10.4%13.4%11.9%14.6%9.2% 1005369859467
iSh Russ 2000 ValIWNGlobal Asset ClassesU.S. Equity: Sm Cap Val22.8%-1.8%63.7%8.4%10.9%10.1%13.1%7.4% 1003847728456
iSh Russell 2000IWOGlobal Asset ClassesU.S. Equity: Sm Cap Gro2.6%-3.8%33.0%11.6%15.3%13.2%15.8%10.6% 866183919974
iSh US Mid GrowthIWPGlobal Asset ClassesU.S. Equity: Mid Cap Gro9.4%-5.0%30.0%18.9%19.0%15.1%17.3%11.8% 8410010010010089
iSh US Mid CoreIWRGlobal Asset ClassesU.S. Equity: Mid Cap15.0%-4.1%37.9%14.0%14.2%12.0%15.3%10.1% 10079879810081
iSh US Mid ValueIWSGlobal Asset ClassesU.S. Equity: Mid Cap Val18.0%-3.7%42.2%10.1%10.4%9.4%13.7%8.6% 1005658809770
iSh Russell 3000IWVGlobal Asset ClassesU.S. Equity: Lg Cap14.9%-4.5%31.8%15.8%16.7%13.7%16.4%10.3% 889910010010089
EnergyIXCGlobal SectorsEnergy34.3%9.0%71.0%-6.1%0.1%-3.1%1.4%1.5% 1000001521
FinancialsIXGGlobal SectorsFinancials20.9%-1.6%50.0%8.5%11.5%7.4%11.3%2.2% 1005366667923
HealthcareIXJGlobal SectorsHealthcare10.2%-5.2%18.0%11.7%12.5%9.9%14.4%9.5% 5810010010010096
TechnologyIXNGlobal SectorsTechnology13.7%-5.8%29.8%25.9%26.3%21.8%21.3%13.9% 79100100100100100
TelecomIXPGlobal SectorsTelecommunications14.4%-6.0%29.4%15.5%9.3%7.4%8.9%6.9% 8210078878877
iShares Real EstateIYRGlobal Asset ClassesU.S. Real Estate21.1%-5.6%30.8%11.1%8.1%9.3%11.0%5.9% 837558868843
US Hi YieldJNKGlobal Asset ClassesFixed Income3.3%-0.2%9.7%5.8%5.3%4.1%6.1%  5988839293 
Global UtilitiesJXIGlobal SectorsUtilities-0.7%-7.4%8.1%9.4%7.9%6.6%7.5%4.6% 378673858268
Consumer StaplesKXIGlobal SectorsConsumer Staples4.0%-3.7%10.9%8.7%6.4%7.0%9.4%8.3% 479172949694
US Mort BackedMBBGlobal Asset ClassesFixed Income-0.8%-0.3%-0.5%3.8%2.1%2.4%2.2%  401008910092 
ChinaMCHIGlobal EquitiesAsia and Australia-16.4%-4.6%-8.1%5.4%8.3%6.9%8.4%  147495760 
MaterialsMXIGlobal SectorsMaterials5.9%-7.6%24.3%10.9%12.3%7.6%7.2%5.7% 667482726344
NorwayNORWGlobal EquitiesEurope17.0%0.7%43.5%2.4%9.2%2.3%5.8%  10017403043 
PwrSh Emerg Mkt Sov DebtPCYGlobal Asset ClassesFixed Income: Aggregate-4.3%-3.6%2.9%4.6%2.1%4.1%5.2%  3764427876 
PowerShares QQQQQQGlobal Asset ClassesU.S. Equity: Lg Cap Gro14.5%-5.7%29.5%25.3%25.7%21.2%22.4%16.6% 81100100100100100
Consumer DiscretionaryRXIGlobal SectorsConsumer Discretionary6.5%-2.2%23.2%12.4%14.5%12.2%15.0%9.5% 78819710010080
Intl Dev Sm CapSCZGlobal Asset ClassesInt'l Equity: Small Cap9.9%-4.1%28.3%8.9%10.1%9.1%10.8%  8165708787 
iSh Treas 1-3ySHYGlobal Asset ClassesFixed Income: Short-Term-0.1%-0.1%-0.1%2.5%1.5%1.3%1.0%1.9% 421009210091100
US Equity: Russell 3000SPTMGlobal EquitiesNorth America16.1%-4.5%31.5%15.6%16.5%13.7%16.4%10.4% 879910010010090
S&P 500SPYGlobal Asset ClassesU.S. Equity: Lg Cap15.9%-4.7%30.0%15.9%16.8%13.9%16.5%10.3% 8410010010010092
ThailandTHDGlobal EquitiesAsia and Australia-1.7%-6.2%21.5%-5.3%2.8%0.9%6.1%  603163549 
US Inflation ProtTIPGlobal Asset ClassesFixed Income3.2%-0.8%4.9%7.2%4.1%3.7%3.0%4.3% 471009710089100
iShares Treas 20y+ TLTGlobal Asset ClassesFixed Income: Long-Term-7.5%-2.9%-10.3%9.2%3.1%5.5%4.3%6.4% 810058887388
TurkeyTURGlobal EquitiesMideast and Africa-17.4%-10.6%11.2%-1.3%-8.5%-9.0%-5.5%  170000 
USD US Dollar indxUUPGlobal Asset ClassesCurrency: USD index4.4%1.7%-0.2%0.7%0.9%1.8%1.5%  3580668675 
VietnamVNMGlobal EquitiesAsia and Australia10.2%-2.4%30.3%5.4%6.2%-0.1%3.0%  8038271925 
Vanguard Real EstateVNQGlobal Asset ClassesU.S. Real Estate22.2%-5.7%33.5%12.0%7.5%9.4%11.5%6.8% 888055868945
Timber & ForestryWOODGlobal SectorsTimber and Forestry7.8%-5.1%33.3%6.1%13.0%10.0%11.5%  8639697477