VizMetrics Inc. - Better visibility. Better results.

All Portfolios, ranked by VizMetrics Score

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.
    VizMetrics Score Total Return, annualized
Ingredient NameIDPeer GroupCategory1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
   Group average756662635669 6.3%2.9%4.5%5.1%3.4%6.8%
  
ACWI (Global)ACWIGlobal Asset ClassesInt'l Equity: Core1008287948895 11.3%5.8%9.1%9.7%7.6%10.1%
U.S. Total Bond MarketAGGGlobal Asset ClassesFixed Income: Aggregate8669899093100 1.0%-4.5%0.7%0.8%1.3%2.6%
Alerian US MLPAMLPGlobal Asset ClassesEquity: MLP100100900  19.6%31.1%7.6%3.7%1.3% 
ArgentinaARGTGlobal EquitiesSouth America100100453529  56.6%22.8%16.1%13.1%10.3% 
T-Bill 1-3 MonthBILGlobal Asset ClassesFixed Income: Cash-like100100100100100100 4.6%1.8%1.6%1.5%1.0%0.7%
U.S. Total Bond MarketBNDGlobal Asset ClassesFixed Income: Aggregate8669898993100 1.0%-4.6%0.7%0.8%1.3%2.6%
AgricultureDBAGlobal Asset ClassesCommodities10010097775448 11.7%12.9%5.9%2.1%-0.8%-0.3%
Industrial MetalsDBBGlobal Asset ClassesCommodities336059544533 -6.8%2.8%3.2%3.0%1.8%2.4%
OilDBOGlobal Asset ClassesCommodities49100452900 -1.3%25.3%10.8%8.4%-5.1%-2.3%
ChileECHGlobal EquitiesSouth America66460006 5.8%5.4%-5.6%-1.6%-2.9%1.7%
iShares MSCIEEMGlobal Asset ClassesEquity: Emerging Mkts664455604457 2.4%-4.8%1.5%3.7%1.4%5.8%
Intl Dev CoreEFAGlobal Asset ClassesInt'l Equity: Lg Cap1007675786671 10.3%4.0%5.9%6.5%3.9%6.9%
iSh EAFE GrowthEFGGlobal Asset ClassesInt'l Equity: Lg Cap Gro855575806875 7.4%-0.1%6.2%7.2%4.5%7.4%
iSh EAFE ValueEFVGlobal Asset ClassesInt'l Equity: Lg Cap Val1008965675459 12.9%7.6%4.8%5.3%2.7%5.9%
EqyptEGPTGlobal EquitiesMideast and Africa1005931280  37.4%1.9%-0.5%1.4%-4.9% 
IndonesiaEIDOGlobal EquitiesAsia and Australia4274242318  -5.6%2.2%-0.6%0.8%1.1% 
IsraelEISGlobal EquitiesMideast and Africa104339444353 -10.2%-1.5%1.0%3.6%2.8%5.8%
iShares EmergEMBGlobal Asset ClassesFixed Income: Aggregate855365667389 2.2%-5.6%0.4%0.9%2.1%5.1%
Emerg Mkt Hi YldEMHYGlobal Asset ClassesFixed Income10068686775  6.6%-2.3%1.5%1.6%2.8% 
New ZealandENZLGlobal EquitiesAsia and Australia4316465660  -3.3%-9.4%1.6%4.4%5.5% 
PhilippinesEPHEGlobal EquitiesAsia and Australia3725181313  -4.8%-5.3%-3.7%-2.6%-2.0% 
PolandEPOLGlobal EquitiesEurope100478200  46.7%9.1%0.5%5.4%-1.6% 
PeruEPUGlobal EquitiesSouth America7742222519  7.5%0.9%0.4%2.4%2.2% 
AustraliaEWAGlobal EquitiesAsia and Australia516358584255 -1.6%3.9%6.1%5.9%3.3%8.3%
CanadaEWCGlobal EquitiesNorth America648271675466 1.9%7.2%8.0%6.6%4.1%7.1%
SwedenEWDGlobal EquitiesEurope824260604869 8.2%0.6%7.3%7.3%3.9%9.9%
GermanyEWGGlobal EquitiesEurope1005049503541 15.0%0.7%3.9%4.6%1.7%6.2%
Hong KongEWHGlobal EquitiesAsia and Australia92229333360 -13.5%-8.6%-3.6%-0.3%0.9%6.6%
ItalyEWIGlobal EquitiesEurope1008066663913 23.3%8.6%8.9%9.6%3.8%3.5%
JapanEWJGlobal EquitiesAsia and Australia1006877797470 13.2%0.5%4.1%5.0%4.2%5.7%
BelgiumEWKGlobal EquitiesEurope766255545776 5.8%1.1%3.1%3.5%3.8%8.7%
SwitzerlandEWLGlobal EquitiesEurope897591988187 8.2%4.3%8.5%9.2%5.7%9.2%
MalaysiaEWMGlobal EquitiesAsia and Australia494546511958 -3.8%-5.1%-3.3%-0.3%-3.9%3.8%
NetherlandsEWNGlobal EquitiesEurope855875827075 10.1%4.2%10.0%10.7%7.2%10.1%
AustriaEWOGlobal EquitiesEurope977535473035 12.2%9.3%3.6%7.0%3.2%6.8%
SpainEWPGlobal EquitiesEurope1008255583118 28.1%7.7%4.4%6.0%1.2%3.5%
FranceEWQGlobal EquitiesEurope1008374806456 14.1%8.4%8.9%9.7%5.7%7.5%
SingaporeEWSGlobal EquitiesAsia and Australia526344493256 -2.0%-0.9%-0.6%2.1%-0.1%6.1%
TaiwanEWTGlobal EquitiesAsia and Australia1007398928490 13.0%6.7%13.8%11.8%9.6%12.0%
UKEWUGlobal EquitiesEurope899464654763 6.3%8.5%4.4%5.0%1.7%5.7%
MexicoEWWGlobal EquitiesNorth America10010066411340 20.6%18.9%12.0%7.7%1.6%7.3%
S KoreaEWYGlobal EquitiesAsia and Australia612239392547 5.1%-4.9%2.3%4.2%1.4%8.2%
BrazilEWZGlobal EquitiesSouth America100562200 19.0%9.1%2.7%5.2%1.0%4.0%
IndustrialsEXIGlobal SectorsIndustrials1007975767686 10.6%6.2%8.7%8.7%7.4%10.8%
S AfricaEZAGlobal EquitiesMideast and Africa1147149020 -6.0%3.3%0.1%1.3%-0.5%4.9%
EMUEZUGlobal EquitiesEurope1006965695247 15.3%5.0%6.7%7.4%3.7%6.3%
iSh MSCI Frontier 100FMGlobal Asset ClassesInt'l Equity: Frontier67655052   1.2%0.9%1.7%3.6%  
AUStraliaFXAGlobal Asset ClassesCurrency: AUS Dollar716465624963 -2.0%-3.4%-1.9%-1.3%-2.6%1.5%
GBP UK PoundFXBGlobal Asset ClassesCurrency: GBP Pound1007779775457 6.5%-1.4%0.0%0.2%-2.6%-1.4%
CAN Canada DollarFXCGlobal Asset ClassesCurrency: CAN Dollar868183805864 0.5%-1.1%-0.1%0.1%-2.3%-0.5%
EUR EuroFXEGlobal Asset ClassesCurrency: EUR Euro987279805855 5.7%-3.3%-1.3%-0.2%-2.8%-1.4%
CHF Swiss FrancFXFGlobal Asset ClassesCurrency: CHF Franc1008490857171 7.8%0.4%1.7%1.1%-0.6%1.4%
JPY Japan YenFXYGlobal Asset ClassesCurrency: JPY Yen513453534441 -7.3%-11.6%-5.8%-4.2%-4.1%-3.3%
GreeceGREKGlobal EquitiesEurope10010066460  45.7%20.6%13.6%9.3%-4.0% 
Muni Hi YieldHYDGlobal Asset ClassesFixed Income8170606873  0.2%-3.0%-0.3%1.8%2.7% 
Clean EnergyICLNGlobal SectorsClean Energy005254300 -32.3%-14.7%10.9%10.3%5.0%0.1%
US Treas 7-10yrIEFGlobal Asset ClassesFixed Income735882818589 -1.8%-6.6%-0.0%0.1%1.0%2.1%
InfrastructureIGFGlobal SectorsInfrastructure598063666471 -1.4%5.0%5.1%5.5%4.5%6.8%
US Corp Med 5-10yIGIBGlobal Asset ClassesFixed Income9468888891100 4.1%-3.8%2.4%2.0%2.1%3.8%
Intl TreasIGOVGlobal Asset ClassesFixed Income6635586156  -1.8%-10.2%-3.7%-1.9%-2.1% 
MktVectors Intl Hi YieldIHYGlobal Asset ClassesFixed Income10066757876  8.2%-2.8%1.8%2.4%1.9% 
IndiaINDYGlobal EquitiesAsia and Australia84100737975  3.7%9.8%8.1%9.6%8.9% 
MktVectors Intermed MuniITMGlobal Asset ClassesFixed Income897689929499 2.1%-2.3%1.4%2.0%2.4%3.5%
US Large CoreIWBGlobal Asset ClassesU.S. Equity: Lg / Mid1009096100100100 13.5%8.6%12.1%12.6%11.4%13.6%
iSh RussellIWCGlobal Asset ClassesU.S. Equity: Micro Cap234237404265 -8.3%-1.7%2.8%4.3%4.5%9.7%
iSh Russ 1000 ValIWDGlobal Asset ClassesU.S. Equity: Lg Cap Val729275808696 1.3%8.0%7.4%7.7%7.9%10.6%
iSh Russ 1000 GroIWFGlobal Asset ClassesU.S. Equity: Lg Cap Gro10081100100100100 26.1%8.7%16.2%16.9%14.5%16.2%
iSh Russ 2000IWMGlobal Asset ClassesU.S. Equity: Sm Cap465650545780 -2.6%1.0%4.7%5.9%6.1%10.9%
iSh Russ 2000 ValIWNGlobal Asset ClassesU.S. Equity: Sm Cap Val387444445169 -4.8%6.3%4.5%4.8%5.6%9.7%
iSh Russell 2000IWOGlobal Asset ClassesU.S. Equity: Sm Cap Gro513448565584 -0.8%-4.4%4.1%6.5%6.2%11.6%
iSh US Mid GrowthIWPGlobal Asset ClassesU.S. Equity: Mid Cap Gro9253798989100 9.8%0.3%9.9%11.2%9.9%14.2%
iSh US Mid CoreIWRGlobal Asset ClassesU.S. Equity: Mid Cap7174737883100 2.8%4.8%8.6%8.9%8.8%13.2%
iSh US Mid ValueIWSGlobal Asset ClassesU.S. Equity: Mid Cap Val578262637395 -0.9%7.1%6.9%6.7%7.5%12.0%
iSh Russell 3000IWVGlobal Asset ClassesU.S. Equity: Lg Cap1008893100100100 12.5%8.1%11.6%12.1%11.0%13.4%
EnergyIXCGlobal SectorsEnergy6010042341932 0.8%31.3%8.8%6.7%3.2%5.3%
FinancialsIXGGlobal SectorsFinancials778861656057 5.5%9.3%6.4%7.0%5.7%8.2%
HealthcareIXJGlobal SectorsHealthcare658894100100100 -2.2%5.4%7.6%10.2%8.7%11.7%
TechnologyIXNGlobal SectorsTechnology10086100100100100 34.4%12.4%21.1%21.1%18.2%18.5%
TelecomIXPGlobal SectorsTelecommunications1006079726678 28.6%1.3%7.7%5.9%4.2%6.8%
iShares Real EstateIYRGlobal Asset ClassesU.S. Real Estate506253596980 -2.2%2.8%3.3%4.8%6.4%10.3%
US Hi YieldJNKGlobal Asset ClassesFixed Income10079848785100 5.6%0.1%3.0%3.1%2.7%7.6%
Global UtilitiesJXIGlobal SectorsUtilities566777878273 -2.3%2.2%5.8%7.5%6.3%5.5%
Consumer StaplesKXIGlobal SectorsConsumer Staples5881869087100 -2.5%3.1%5.5%6.2%5.5%8.9%
US Mort BackedMBBGlobal Asset ClassesFixed Income816985859097 -0.0%-4.3%-0.3%-0.0%0.8%1.7%
ChinaMCHIGlobal EquitiesAsia and Australia180101711  -7.0%-17.5%-4.3%0.3%0.1% 
MaterialsMXIGlobal SectorsMaterials667179786163 3.2%6.1%10.0%9.1%5.9%8.1%
NorwayNORWGlobal EquitiesEurope4952283613  -4.4%3.4%1.7%4.6%0.3% 
PwrSh Emerg Mkt Sov DebtPCYGlobal Asset ClassesFixed Income: Aggregate1004051506284 8.7%-6.3%-0.3%0.1%2.0%5.6%
PowerShares QQQQQQGlobal Asset ClassesU.S. Equity: Lg Cap Gro10079100100100100 33.4%9.7%18.9%19.5%17.4%19.9%
Consumer DiscretionaryRXIGlobal SectorsConsumer Discretionary9160747978100 12.1%1.5%8.0%9.0%7.6%12.9%
Intl Dev Sm CapSCZGlobal Asset ClassesInt'l Equity: Small Cap805457626179 4.5%-0.7%3.5%5.2%4.2%9.1%
iSh Treas 1-3ySHYGlobal Asset ClassesFixed Income: Short-Term10096100100100100 3.1%-0.5%1.1%0.9%0.8%0.9%
US Equity: Russell 3000SPTMGlobal EquitiesNorth America1009397100100100 12.7%9.5%12.3%12.6%11.4%13.7%
S&P 500SPYGlobal Asset ClassesU.S. Equity: Lg Cap1009398100100100 13.7%9.6%12.5%12.9%11.7%13.6%
ThailandTHDGlobal EquitiesAsia and Australia54324333370 -15.0%-4.3%-4.3%0.2%0.7%10.2%
US Inflation ProtTIPGlobal Asset ClassesFixed Income8778969494100 -0.0%-1.7%2.6%1.9%1.9%3.4%
iShares Treas 20y+ TLTGlobal Asset ClassesFixed Income: Long-Term35951495957 -7.9%-15.1%-2.4%-1.6%1.1%1.8%
TurkeyTURGlobal EquitiesMideast and Africa569240000 6.9%20.6%9.2%4.5%-1.9%4.8%
USD US Dollar indxUUPGlobal Asset ClassesCurrency: USD index9410098929876 3.3%6.0%3.1%2.0%3.3%0.9%
VietnamVNMGlobal EquitiesAsia and Australia281210150  3.4%-5.8%-2.9%0.7%-2.3% 
Vanguard Real EstateVNQGlobal Asset ClassesU.S. Real Estate486255566880 -2.9%2.8%3.7%4.3%6.4%10.9%
Timber & ForestryWOODGlobal SectorsTimber and Forestry756456615562 3.3%4.1%6.0%7.6%6.1%8.9%