VizMetrics Inc. - Better visibility. Better results.

All Portfolios, ranked by VizMetrics Score

for period ending December 31, 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.
    VizMetrics Score Total Return, annualized
Ingredient NameIDPeer GroupCategory1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
   Group average565359626560 10.5%11.7%8.3%5.7%6.4%5.4%
  
ACWI (Global)ACWIGlobal Asset ClassesInt'l Equity: Core83959610099  18.7%20.4%14.6%11.1%11.8% 
U.S. Total Bond MarketAGGGlobal Asset ClassesFixed Income: Aggregate38748710092100 -1.8%4.6%3.5%2.9%2.8%4.0%
Alerian US MLPAMLPGlobal Asset ClassesEquity: MLP1000000  39.0%-0.0%-4.3%-5.2%-1.4% 
ArgentinaARGTGlobal EquitiesSouth America150036  3.8%10.8%7.1%8.4%4.8% 
T-Bill 1-3 MonthBILGlobal Asset ClassesFixed Income: Cash-like4864829989  -0.1%0.8%1.0%0.7%0.5% 
U.S. Total Bond MarketBNDGlobal Asset ClassesFixed Income: Aggregate38738710091100 -1.9%4.8%3.6%3.0%2.8%4.0%
CHN PRC RenminbiCYBGlobal Asset ClassesCurrency: CHN Renminbi5370878984  4.2%5.1%4.9%2.3%2.1% 
AgricultureDBAGlobal Asset ClassesCommodities10051413034  22.4%5.8%0.3%-2.9%-3.5% 
Industrial MetalsDBBGlobal Asset ClassesCommodities10073696346  29.0%13.8%8.7%5.2%2.0% 
OilDBOGlobal Asset ClassesCommodities1006000  60.7%17.6%7.3%-1.9%-7.0% 
ChileECHGlobal EquitiesSouth America00000  -19.7%-15.6%-7.1%-5.5%-7.0% 
iShares MSCIEEMGlobal Asset ClassesEquity: Emerging Mkts184662585641 -3.6%10.1%9.2%5.3%4.7%3.7%
Intl Dev CoreEFAGlobal Asset ClassesInt'l Equity: Lg Cap626671767852 11.5%13.5%9.6%6.8%7.9%3.5%
iSh EAFE GrowthEFGGlobal Asset ClassesInt'l Equity: Lg Cap Gro619696968962 11.0%18.6%13.4%9.4%9.8%5.2%
iSh EAFE ValueEFVGlobal Asset ClassesInt'l Equity: Lg Cap Val583040476138 11.1%7.7%5.3%3.6%5.6%1.4%
EqyptEGPTGlobal EquitiesMideast and Africa520600  11.4%1.7%2.7%-8.8%-0.8% 
IndonesiaEIDOGlobal EquitiesAsia and Australia260000  -0.6%-0.9%0.7%-1.0%-0.9% 
IsraelEISGlobal EquitiesMideast and Africa10074677372  22.8%18.5%12.3%9.2%8.9% 
iShares EmergEMBGlobal Asset ClassesFixed Income: Aggregate3045608178  -2.2%6.0%4.4%4.6%4.6% 
Emerg Mkt Hi YldEMHYGlobal Asset ClassesFixed Income32355077   -1.9%4.8%3.4%4.8%  
New ZealandENZLGlobal EquitiesAsia and Australia047737886  -11.4%11.2%11.3%9.3%12.0% 
PhilippinesEPHEGlobal EquitiesAsia and Australia806542  -2.2%0.6%0.2%-1.9%3.8% 
PolandEPOLGlobal EquitiesEurope3803019  12.2%-1.2%4.9%-0.0%2.1% 
PeruEPUGlobal EquitiesSouth America000011  -11.8%-3.3%0.6%1.2%-0.3% 
RussiaERUSGlobal EquitiesEurope6643397624  21.3%18.2%10.6%14.4%4.7% 
AustraliaEWAGlobal EquitiesAsia and Australia474050535137 9.0%13.0%8.8%6.2%6.3%4.9%
CanadaEWCGlobal EquitiesNorth America1007461576048 27.0%19.6%10.4%6.4%6.0%4.9%
SwedenEWDGlobal EquitiesEurope808781807948 22.9%22.3%14.2%9.6%10.3%6.2%
GermanyEWGGlobal EquitiesEurope414042486433 5.8%11.7%6.9%5.0%7.9%3.8%
Hong KongEWHGlobal EquitiesAsia and Australia152050506553 -3.5%3.6%6.8%4.8%7.3%5.6%
ItalyEWIGlobal EquitiesEurope61394037401 14.4%13.8%9.5%5.8%6.1%-1.5%
JapanEWJGlobal EquitiesAsia and Australia407575888156 1.2%11.7%8.3%7.6%8.0%2.7%
BelgiumEWKGlobal EquitiesEurope594745628226 12.9%12.1%6.8%6.5%10.2%1.9%
SwitzerlandEWLGlobal EquitiesEurope741001001009876 20.2%20.9%14.6%9.9%11.3%7.3%
MalaysiaEWMGlobal EquitiesAsia and Australia31140153555 -7.4%-2.0%1.9%-2.6%-0.9%3.1%
NetherlandsEWNGlobal EquitiesEurope791001001009654 22.7%26.0%17.8%13.3%13.5%6.9%
AustriaEWOGlobal EquitiesEurope100284558550 31.5%14.0%11.8%10.2%8.6%0.2%
SpainEWPGlobal EquitiesEurope140144258 0.3%2.2%2.8%-0.7%2.2%-0.5%
FranceEWQGlobal EquitiesEurope856270787738 21.5%16.5%12.2%9.4%9.9%3.7%
SingaporeEWSGlobal EquitiesAsia and Australia43937234637 5.6%3.4%5.7%1.2%3.9%3.7%
TaiwanEWTGlobal EquitiesAsia and Australia1001001001009965 28.9%31.2%20.9%14.9%13.7%8.7%
UKEWUGlobal EquitiesEurope793041415541 18.2%8.1%5.7%2.8%4.4%1.6%
MexicoEWWGlobal EquitiesNorth America681001414 20.3%9.5%5.1%-0.2%1.3%1.8%
S KoreaEWYGlobal EquitiesAsia and Australia44452545229 -7.6%11.6%9.9%7.0%5.8%4.6%
BrazilEWZGlobal EquitiesSouth America000000 -17.3%-5.6%0.3%-0.4%-3.8%-0.1%
IndustrialsEXIGlobal SectorsIndustrials727169839063 17.4%18.4%12.2%10.2%11.9%7.4%
S AfricaEZAGlobal EquitiesMideast and Africa420001417 7.9%3.9%2.7%-0.2%1.3%2.4%
EMUEZUGlobal EquitiesEurope615459646931 13.9%14.4%9.8%6.9%8.5%2.5%
iSh MSCI Frontier 100FMGlobal Asset ClassesInt'l Equity: Frontier95455545   24.3%12.9%10.0%4.5%  
AUStraliaFXAGlobal Asset ClassesCurrency: AUS Dollar163648504461 -6.2%1.0%0.5%-1.1%-2.4%1.5%
GBP UK PoundFXBGlobal Asset ClassesCurrency: GBP Pound334560455256 -1.5%1.7%1.6%-2.3%-1.7%-2.1%
CAN Canada DollarFXCGlobal Asset ClassesCurrency: CAN Dollar385460535164 0.2%2.7%1.3%-1.2%-2.1%-0.2%
EUR EuroFXEGlobal Asset ClassesCurrency: EUR Euro164061555360 -7.8%-1.1%0.7%-1.7%-2.0%-1.0%
CHF Swiss FrancFXFGlobal Asset ClassesCurrency: CHF Franc234961676072 -4.1%1.3%1.1%0.1%-0.6%1.4%
JPY Japan YenFXYGlobal Asset ClassesCurrency: JPY Yen736576438  -10.9%-2.2%-0.3%0.0%-4.4% 
GreeceGREKGlobal EquitiesEurope262000  6.2%11.1%4.9%-3.7%-3.0% 
Muni Hi YieldHYDGlobal Asset ClassesFixed Income5628556973  5.1%4.5%5.0%4.3%5.1% 
Clean EnergyICLNGlobal SectorsClean Energy0100987160  -24.2%38.3%23.9%14.1%12.1% 
US Treas 7-10yrIEFGlobal Asset ClassesFixed Income3069829484100 -3.3%4.7%3.5%2.9%2.6%4.7%
InfrastructureIGFGlobal SectorsInfrastructure6132485469  11.6%9.5%7.1%4.4%6.7% 
US Corp Med 5-10yIGIBGlobal Asset ClassesFixed Income3870829991  -1.5%7.4%4.9%4.0%3.9% 
Intl TreasIGOVGlobal Asset ClassesFixed Income1250727369  -9.2%1.4%2.5%0.8%0.7% 
MktVectors Intl Hi YieldIHYGlobal Asset ClassesFixed Income32496886   -2.8%5.8%5.0%4.7%  
IndiaINDYGlobal EquitiesAsia and Australia8334615262  19.5%13.1%13.5%8.2%10.4% 
MktVectors Intermed MuniITMGlobal Asset ClassesFixed Income4365839487  0.2%4.6%4.1%3.3%3.4% 
US Large CoreIWBGlobal Asset ClassesU.S. Equity: Lg / Mid10010010010010093 26.3%26.0%18.2%14.7%16.4%10.6%
iSh RussellIWCGlobal Asset ClassesU.S. Equity: Micro Cap726250638354 18.7%20.6%11.4%10.2%13.5%7.2%
iSh Russ 1000 ValIWDGlobal Asset ClassesU.S. Equity: Lg Cap Val977170859974 24.9%17.4%11.0%9.6%12.8%7.3%
iSh Russ 1000 GroIWFGlobal Asset ClassesU.S. Equity: Lg Cap Gro100100100100100100 27.4%33.8%25.1%19.4%19.6%13.5%
iSh Russ 2000IWMGlobal Asset ClassesU.S. Equity: Sm Cap686758738766 14.5%19.9%11.9%10.7%13.2%8.7%
iSh Russ 2000 ValIWNGlobal Asset ClassesU.S. Equity: Sm Cap Val1004836607856 28.0%17.8%8.9%9.3%11.9%7.1%
iSh Russell 2000IWOGlobal Asset ClassesU.S. Equity: Sm Cap Gro337872789172 2.5%21.1%14.5%11.7%14.2%10.0%
iSh US Mid GrowthIWPGlobal Asset ClassesU.S. Equity: Mid Cap Gro6110010010010088 12.6%27.2%19.6%14.7%16.4%11.5%
iSh US Mid CoreIWRGlobal Asset ClassesU.S. Equity: Mid Cap9088839410081 22.4%23.1%14.9%12.1%14.7%10.1%
iSh US Mid ValueIWSGlobal Asset ClassesU.S. Equity: Mid Cap Val1006557769471 28.1%19.4%11.0%9.8%13.2%8.6%
iSh Russell 3000IWVGlobal Asset ClassesU.S. Equity: Lg Cap10010010010010091 25.5%25.5%17.7%14.4%16.1%10.4%
EnergyIXCGlobal SectorsEnergy1000001221 41.0%3.1%-0.3%-0.3%0.3%1.1%
FinancialsIXGGlobal SectorsFinancials884650587823 25.1%14.8%9.4%7.7%11.1%1.8%
HealthcareIXJGlobal SectorsHealthcare7810010010010099 19.6%18.4%15.5%10.8%14.4%10.0%
TechnologyIXNGlobal SectorsTechnology100100100100100100 29.6%40.1%29.7%23.4%22.0%14.5%
TelecomIXPGlobal SectorsTelecommunications619774848374 12.8%19.9%9.7%7.6%8.2%6.0%
iShares Real EstateIYRGlobal Asset ClassesU.S. Real Estate1007372828845 38.7%18.6%11.8%9.6%11.1%6.2%
US Hi YieldJNKGlobal Asset ClassesFixed Income5564759188  4.0%7.8%5.2%4.6%5.1% 
Global UtilitiesJXIGlobal SectorsUtilities476784858569 10.9%13.1%11.2%7.7%8.3%4.6%
Consumer StaplesKXIGlobal SectorsConsumer Staples658684949595 13.7%14.7%9.7%7.9%9.5%8.5%
US Mort BackedMBBGlobal Asset ClassesFixed Income42708510091  -1.4%2.9%2.4%2.1%2.1% 
ChinaMCHIGlobal EquitiesAsia and Australia029493651  -21.7%7.3%8.9%4.8%6.5% 
MaterialsMXIGlobal SectorsMaterials628081766443 15.1%19.8%13.5%9.9%7.3%5.4%
NorwayNORWGlobal EquitiesEurope6718353939  18.6%11.0%9.0%6.2%5.0% 
PwrSh Emerg Mkt Sov DebtPCYGlobal Asset ClassesFixed Income: Aggregate2232497172  -4.3%4.8%3.5%4.1%4.6% 
PowerShares QQQQQQGlobal Asset ClassesU.S. Equity: Lg Cap Gro100100100100100100 27.4%38.1%28.4%22.3%22.9%16.9%
Consumer DiscretionaryRXIGlobal SectorsConsumer Discretionary82959510010081 16.3%22.4%16.1%12.7%15.2%9.4%
Intl Dev Sm CapSCZGlobal Asset ClassesInt'l Equity: Small Cap5561688385  10.1%15.3%11.0%9.5%10.7% 
iSh Treas 1-3ySHYGlobal Asset ClassesFixed Income: Short-Term46688310090100 -0.7%1.9%1.5%1.2%1.0%1.8%
US Equity: Russell 3000SPTMGlobal EquitiesNorth America10010010010010091 28.6%25.8%18.0%14.5%16.3%10.6%
S&P 500SPYGlobal Asset ClassesU.S. Equity: Lg Cap10010010010010094 28.7%26.0%18.4%14.8%16.5%10.6%
ThailandTHDGlobal EquitiesAsia and Australia250213045  1.9%-0.2%3.7%2.4%5.0% 
US Inflation ProtTIPGlobal Asset ClassesFixed Income58889410088100 5.7%8.3%5.2%4.1%2.9%4.5%
iShares Treas 20y+ TLTGlobal Asset ClassesFixed Income: Long-Term136577787490 -4.6%8.8%6.6%4.6%4.5%6.6%
TurkeyTURGlobal EquitiesMideast and Africa00000  -27.5%-6.6%-8.1%-11.9%-5.4% 
USD US Dollar indxUUPGlobal Asset ClassesCurrency: USD index5649567775  5.7%0.9%-0.2%1.3%1.5% 
VietnamVNMGlobal EquitiesAsia and Australia8340512040  22.0%13.6%11.1%2.9%5.7% 
Vanguard Real EstateVNQGlobal Asset ClassesU.S. Real Estate1008170818848 40.5%20.0%11.2%9.5%11.5%7.2%
Timber & ForestryWOODGlobal SectorsTimber and Forestry7365656776  17.0%19.0%13.3%10.1%11.4%