All Portfolios, ranked by VizMetrics Score

for period ending August 31, 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	1 year	3 year	5 year	7 year	10 year	15 year	1 year	3 year	5 year	7 year	10 year	15 year
				VizMetrics Score						Total Return, annualized
			Group average	76	68	61	60	60	60	9.9%	5.0%	3.3%	4.6%	4.2%	4.1%

ACWI (Global)	ACWI	Global Asset Classes	Int'l Equity: Core	100	84	82	94	94	74	14.4%	7.3%	7.5%	9.5%	8.6%	6.9%
U.S. Total Bond Market	AGG	Global Asset Classes	Fixed Income: Aggregate	82	65	90	87	95	100	-1.1%	-4.4%	0.5%	0.2%	1.5%	2.5%
Alerian US MLP	AMLP	Global Asset Classes	Equity: MLP	100	100	0	0	0		12.8%	32.0%	3.4%	2.5%	0.8%
Argentina	ARGT	Global Equities	South America	100	100	47	32	36		62.1%	24.6%	14.3%	12.5%	11.1%
T-Bill 1-3 Month	BIL	Global Asset Classes	Fixed Income: Cash-like	100	100	100	100	100	100	3.9%	1.4%	1.5%	1.3%	0.9%	0.6%
U.S. Total Bond Market	BND	Global Asset Classes	Fixed Income: Aggregate	81	65	90	87	95	100	-1.3%	-4.5%	0.5%	0.2%	1.5%	2.6%
CHN PRC Renminbi	CYB	Global Asset Classes	Currency: CHN Renminbi	75	84	93	91	87	92	-2.5%	0.3%	1.2%	1.4%	0.7%	1.1%
Agriculture	DBA	Global Asset Classes	Commodities	100	100	96	73	52	40	5.9%	14.0%	5.6%	1.5%	-1.1%	-2.9%
Industrial Metals	DBB	Global Asset Classes	Commodities	31	65	61	61	42	24	-4.8%	6.0%	3.0%	4.9%	1.3%	-1.0%
Oil	DBO	Global Asset Classes	Commodities	41	100	23	33	0	0	-1.7%	29.4%	6.0%	10.5%	-4.7%	-6.2%
Chile	ECH	Global Equities	South America	68	54	2	0	0	10	8.4%	9.2%	-4.9%	-0.6%	-2.4%	-0.8%
iShares MSCI	EEM	Global Asset Classes	Equity: Emerging Mkts	50	47	52	54	49	38	1.6%	-2.2%	0.3%	3.2%	2.4%	1.9%
Intl Dev Core	EFA	Global Asset Classes	Int'l Equity: Lg Cap	100	79	69	75	71	56	18.5%	6.3%	4.2%	5.9%	4.9%	3.8%
iSh EAFE Growth	EFG	Global Asset Classes	Int'l Equity: Lg Cap Gro	100	57	69	74	74	59	15.6%	2.1%	4.3%	6.2%	5.5%	4.3%
iSh EAFE Value	EFV	Global Asset Classes	Int'l Equity: Lg Cap Val	100	92	61	64	59	48	21.5%	9.9%	3.4%	5.1%	3.7%	2.9%
Eqypt	EGPT	Global Equities	Mideast and Africa	84	23	5	0	0		6.1%	-7.0%	-8.5%	-7.9%	-6.0%
Indonesia	EIDO	Global Equities	Asia and Australia	76	85	36	13	19		-0.1%	7.8%	1.6%	0.4%	1.7%
Israel	EIS	Global Equities	Mideast and Africa	0	49	45	42	55	47	-15.6%	0.4%	0.7%	3.0%	4.3%	3.0%
iShares Emerg	EMB	Global Asset Classes	Fixed Income: Aggregate	90	48	66	58	75	77	3.8%	-5.4%	0.0%	-0.1%	2.3%	3.7%
Emerg Mkt Hi Yld	EMHY	Global Asset Classes	Fixed Income	100	63	70	60	75		8.1%	-2.3%	1.3%	0.7%	2.9%
New Zealand	ENZL	Global Equities	Asia and Australia	36	15	46	42	65		-1.6%	-7.4%	0.7%	2.5%	6.4%
Philippines	EPHE	Global Equities	Asia and Australia	10	30	18	0	14		-5.5%	-1.5%	-4.8%	-5.4%	-1.6%
Poland	EPOL	Global Equities	Europe	100	16	4	3	0		55.3%	3.4%	-2.7%	2.8%	-1.3%
Peru	EPU	Global Equities	South America	100	46	27	23	16		31.2%	4.5%	0.4%	3.1%	1.9%
Australia	EWA	Global Equities	Asia and Australia	62	66	53	55	45	38	5.2%	6.6%	4.2%	5.9%	4.0%	4.4%
Canada	EWC	Global Equities	North America	73	83	66	67	58	44	5.5%	8.8%	6.1%	6.9%	4.6%	3.0%
Sweden	EWD	Global Equities	Europe	88	36	49	49	47	47	11.4%	0.9%	3.8%	5.5%	3.9%	5.5%
Germany	EWG	Global Equities	Europe	100	41	43	42	44	31	31.4%	0.7%	1.1%	3.5%	3.3%	2.6%
Hong Kong	EWH	Global Equities	Asia and Australia	0	27	33	34	42	49	-8.6%	-4.7%	-2.9%	0.9%	2.6%	4.1%
Italy	EWI	Global Equities	Europe	100	83	60	60	45	11	44.3%	11.4%	6.9%	8.6%	5.2%	0.2%
Japan	EWJ	Global Equities	Asia and Australia	100	74	71	78	79	63	16.1%	3.5%	2.8%	5.0%	5.1%	3.6%
Belgium	EWK	Global Equities	Europe	100	65	50	46	64	37	16.5%	4.1%	1.1%	2.7%	5.0%	3.1%
Switzerland	EWL	Global Equities	Europe	100	75	91	96	88	76	16.1%	5.5%	7.9%	8.4%	6.9%	7.0%
Malaysia	EWM	Global Equities	Asia and Australia	41	41	42	36	22	53	-2.9%	-3.9%	-5.0%	-2.0%	-3.2%	1.8%
Netherlands	EWN	Global Equities	Europe	100	63	69	77	76	51	22.5%	6.8%	7.6%	9.5%	8.2%	5.9%
Austria	EWO	Global Equities	Europe	100	80	28	42	33	4	22.2%	13.1%	0.7%	6.8%	4.0%	0.4%
Spain	EWP	Global Equities	Europe	100	85	49	44	37	17	34.5%	10.5%	2.1%	4.2%	2.6%	0.5%
France	EWQ	Global Equities	Europe	100	92	68	79	70	44	30.4%	12.4%	6.8%	9.5%	6.9%	4.3%
Singapore	EWS	Global Equities	Asia and Australia	82	73	46	47	38	40	7.2%	3.8%	-0.7%	2.5%	1.1%	2.8%
Taiwan	EWT	Global Equities	Asia and Australia	61	75	79	89	84	65	7.1%	8.6%	9.4%	11.1%	9.6%	7.8%
UK	EWU	Global Equities	Europe	100	94	59	57	51	49	14.5%	10.2%	2.8%	4.1%	2.6%	2.6%
Mexico	EWW	Global Equities	North America	100	100	45	22	16	24	43.3%	26.4%	6.6%	5.2%	2.2%	3.1%
S Korea	EWY	Global Equities	Asia and Australia	46	35	32	30	31	30	9.1%	1.0%	0.0%	3.2%	2.6%	3.9%
Brazil	EWZ	Global Equities	South America	84	49	14	0	0	0	11.3%	9.5%	5.0%	3.7%	1.0%	-1.7%
Industrials	EXI	Global Sectors	Industrials	100	89	69	78	84	66	21.2%	10.1%	7.1%	9.0%	8.8%	7.4%
S Africa	EZA	Global Equities	Mideast and Africa	19	48	12	0	0	14	1.5%	5.7%	-1.3%	0.3%	0.1%	1.6%
EMU	EZU	Global Equities	Europe	100	72	58	63	59	35	29.9%	7.4%	4.2%	6.5%	5.1%	2.7%
iSh MSCI Frontier 100	FM	Global Asset Classes	Int'l Equity: Frontier	57	74	55	53			1.2%	4.3%	2.2%	4.3%
AUStralia	FXA	Global Asset Classes	Currency: AUS Dollar	56	54	66	56	49	57	-4.9%	-4.3%	-2.0%	-1.8%	-2.5%	-0.4%
GBP UK Pound	FXB	Global Asset Classes	Currency: GBP Pound	100	72	80	70	57	59	10.8%	-1.5%	-0.3%	-0.5%	-2.1%	-2.5%
CAN Canada Dollar	FXC	Global Asset Classes	Currency: CAN Dollar	78	78	83	77	57	63	-1.6%	-1.0%	-0.4%	-0.2%	-2.4%	-1.5%
EUR Euro	FXE	Global Asset Classes	Currency: EUR Euro	100	66	78	73	59	58	8.6%	-3.6%	-2.0%	-1.1%	-2.6%	-2.4%
CHF Swiss Franc	FXF	Global Asset Classes	Currency: CHF Franc	100	79	88	81	72	73	10.2%	-0.2%	0.8%	0.5%	-0.4%	0.7%
JPY Japan Yen	FXY	Global Asset Classes	Currency: JPY Yen	57	31	56	39	41	57	-5.0%	-10.6%	-5.8%	-5.3%	-4.3%	-2.4%
Greece	GREK	Global Equities	Europe	100	100	60	51	0		65.8%	25.3%	10.4%	10.6%	-0.8%
Muni Hi Yield	HYD	Global Asset Classes	Fixed Income	73	68	61	55	75		-1.9%	-2.3%	-0.9%	0.2%	3.1%
Clean Energy	ICLN	Global Sectors	Clean Energy	0	17	70	53	48	0	-26.9%	-1.2%	14.4%	10.2%	8.2%	-5.3%
US Treas 7-10yr	IEF	Global Asset Classes	Fixed Income	68	53	85	76	87	94	-3.8%	-6.6%	0.1%	-0.6%	1.2%	2.6%
Infrastructure	IGF	Global Sectors	Infrastructure	46	85	63	59	69	58	-1.5%	7.3%	4.1%	4.5%	5.3%	3.9%
US Corp Med 5-10y	IGIB	Global Asset Classes	Fixed Income	89	64	88	85	92	97	1.8%	-3.7%	1.8%	1.4%	2.2%	3.3%
Intl Treas	IGOV	Global Asset Classes	Fixed Income	68	30	59	50	58		-0.7%	-9.9%	-4.2%	-3.2%	-1.9%
MktVectors Intl Hi Yield	IHY	Global Asset Classes	Fixed Income	100	61	74	73	78		9.7%	-2.8%	0.9%	1.7%	2.3%
India	INDY	Global Equities	Asia and Australia	93	100	65	68	83		5.5%	12.8%	6.3%	7.8%	10.6%
MktVectors Intermed Muni	ITM	Global Asset Classes	Fixed Income	92	72	89	83	96	97	1.6%	-2.4%	1.0%	0.7%	2.6%	3.2%
US Large Core	IWB	Global Asset Classes	U.S. Equity: Lg / Mid	100	91	90	100	100	95	15.3%	9.8%	10.6%	12.6%	12.4%	10.7%
iSh Russell	IWC	Global Asset Classes	U.S. Equity: Micro Cap	31	63	33	47	53	54	-4.9%	5.8%	0.7%	6.3%	6.6%	6.8%
iSh Russ 1000 Val	IWD	Global Asset Classes	U.S. Equity: Lg Cap Val	91	100	76	83	93	81	8.4%	11.4%	7.0%	8.3%	9.0%	8.1%
iSh Russ 1000 Gro	IWF	Global Asset Classes	U.S. Equity: Lg Cap Gro	100	74	97	100	100	100	21.7%	8.1%	13.6%	16.4%	15.4%	12.9%
iSh Russ 2000	IWM	Global Asset Classes	U.S. Equity: Sm Cap	67	76	46	60	67	64	4.5%	8.0%	3.0%	7.6%	7.9%	8.0%
iSh Russ 2000 Val	IWN	Global Asset Classes	U.S. Equity: Sm Cap Val	52	95	42	50	60	58	1.9%	13.3%	3.0%	6.7%	7.2%	7.1%
iSh Russell 2000	IWO	Global Asset Classes	U.S. Equity: Sm Cap Gro	80	53	44	62	67	66	6.7%	2.6%	2.4%	8.0%	8.2%	8.5%
iSh US Mid Growth	IWP	Global Asset Classes	U.S. Equity: Mid Cap Gro	100	60	72	89	96	82	13.0%	3.7%	7.8%	11.0%	10.8%	10.2%
iSh US Mid Core	IWR	Global Asset Classes	U.S. Equity: Mid Cap	87	86	69	80	90	80	8.2%	9.1%	7.2%	9.4%	9.9%	9.6%
iSh US Mid Value	IWS	Global Asset Classes	U.S. Equity: Mid Cap Val	74	96	61	66	80	73	5.5%	11.9%	5.9%	7.5%	8.7%	8.7%
iSh Russell 3000	IWV	Global Asset Classes	U.S. Equity: Lg Cap	100	90	87	100	100	92	14.5%	9.6%	10.1%	12.3%	12.0%	10.5%
Energy	IXC	Global Sectors	Energy	94	100	38	35	22	32	14.4%	34.3%	6.9%	7.9%	4.0%	2.9%
Financials	IXG	Global Sectors	Financials	94	91	56	66	64	37	11.5%	11.7%	4.5%	7.6%	6.5%	4.0%
Healthcare	IXJ	Global Sectors	Healthcare	100	88	96	100	100	100	10.0%	6.6%	8.2%	9.4%	10.1%	9.9%
Technology	IXN	Global Sectors	Technology	100	79	100	100	100	100	29.1%	11.3%	17.0%	20.4%	19.0%	14.4%
Telecom	IXP	Global Sectors	Telecommunications	100	55	76	62	71	71	19.6%	1.8%	6.6%	4.3%	5.2%	5.1%
iShares Real Estate	IYR	Global Asset Classes	U.S. Real Estate	25	62	56	50	71	48	-6.7%	3.8%	3.1%	3.5%	6.6%	5.8%
US Hi Yield	JNK	Global Asset Classes	Fixed Income	100	76	83	85	87	83	6.3%	0.5%	2.1%	2.9%	2.9%	4.8%
Global Utilities	JXI	Global Sectors	Utilities	36	69	81	80	86	66	-4.6%	3.8%	6.1%	6.3%	6.8%	3.5%
Consumer Staples	KXI	Global Sectors	Consumer Staples	80	82	90	84	94	94	5.4%	4.6%	6.1%	5.2%	6.6%	7.6%
US Mort Backed	MBB	Global Asset Classes	Fixed Income	75	66	87	85	93	99	-2.2%	-4.2%	-0.3%	-0.3%	1.0%	2.0%
China	MCHI	Global Equities	Asia and Australia	0	0	12	14	19		-7.4%	-14.6%	-4.4%	0.9%	2.0%
Materials	MXI	Global Sectors	Materials	100	77	71	81	65	38	15.1%	9.1%	7.6%	9.6%	6.6%	3.6%
Norway	NORW	Global Equities	Europe	1	47	23	34	16		-6.7%	4.8%	-0.4%	5.1%	1.0%
PwrSh Emerg Mkt Sov Debt	PCY	Global Asset Classes	Fixed Income: Aggregate	100	33	52	39	62	67	10.0%	-6.6%	-1.1%	-1.4%	2.0%	3.8%
PowerShares QQQ	QQQ	Global Asset Classes	U.S. Equity: Lg Cap Gro	100	73	100	100	100	100	27.2%	9.3%	16.0%	19.2%	18.5%	16.1%
Consumer Discretionary	RXI	Global Sectors	Consumer Discretionary	100	70	69	82	87	84	15.7%	5.3%	6.5%	9.4%	9.2%	9.9%
Intl Dev Sm Cap	SCZ	Global Asset Classes	Int'l Equity: Small Cap	90	61	51	60	68	58	9.9%	2.5%	1.5%	5.0%	5.6%	5.5%
iSh Treas 1-3y	SHY	Global Asset Classes	Fixed Income: Short-Term	100	91	100	100	100	100	1.2%	-1.0%	0.9%	0.7%	0.7%	1.0%
US Equity: Russell 3000	SPTM	Global Equities	North America	100	95	91	100	100	93	15.4%	10.8%	10.7%	12.8%	12.4%	10.8%
S&P 500	SPY	Global Asset Classes	U.S. Equity: Lg Cap	100	93	93	100	100	96	15.8%	10.5%	11.1%	12.9%	12.7%	10.8%
Thailand	THD	Global Equities	Asia and Australia	57	62	35	35	45	48	1.4%	3.0%	-2.8%	1.3%	2.9%	6.9%
US Inflation Prot	TIP	Global Asset Classes	Fixed Income	66	74	95	93	95	94	-3.7%	-1.7%	2.1%	1.7%	2.0%	2.6%
iShares Treas 20y+	TLT	Global Asset Classes	Fixed Income: Long-Term	22	7	56	38	63	73	-11.0%	-14.1%	-2.3%	-3.0%	1.5%	3.0%
Turkey	TUR	Global Equities	Mideast and Africa	100	100	69	0	0	0	73.2%	27.7%	16.4%	2.8%	0.1%	0.4%
USD US Dollar indx	UUP	Global Asset Classes	Currency: USD index	85	100	100	96	97	84	0.1%	5.4%	3.4%	2.6%	3.0%	1.5%
Vietnam	VNM	Global Equities	Asia and Australia	15	39	26	15	13		-0.2%	1.7%	-1.0%	1.0%	0.4%
Vanguard Real Estate	VNQ	Global Asset Classes	U.S. Real Estate	22	62	58	47	70	48	-7.3%	4.0%	3.4%	2.9%	6.7%	6.3%
Timber & Forestry	WOOD	Global Sectors	Timber and Forestry	38	66	39	61	58	41	-0.8%	6.1%	1.0%	7.9%	6.7%	4.9%

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