VizMetrics Inc. - Better visibility. Better results.

All Portfolios, ranked by VizMetrics Score

for period ending May 31, 2022
 
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 average346258576656 -6.8%5.5%4.2%3.7%5.3%3.6%
  
ACWI (Global)ACWIGlobal Asset ClassesInt'l Equity: Core351009089100  -6.8%11.7%9.1%8.1%10.3% 
U.S. Total Bond MarketAGGGlobal Asset ClassesFixed Income: Aggregate4088949698100 -8.1%-0.1%1.1%1.5%1.6%3.2%
Alerian US MLPAMLPGlobal Asset ClassesEquity: MLP780000  27.2%3.6%0.9%-1.5%1.3% 
ArgentinaARGTGlobal EquitiesSouth America3300012  1.4%3.9%1.2%6.5%7.9% 
T-Bill 1-3 MonthBILGlobal Asset ClassesFixed Income: Cash-like59100100100100100 -0.0%0.5%1.0%0.7%0.5%0.6%
U.S. Total Bond MarketBNDGlobal Asset ClassesFixed Income: Aggregate4088939597100 -8.1%0.0%1.2%1.5%1.7%3.3%
CHN PRC RenminbiCYBGlobal Asset ClassesCurrency: CHN Renminbi501001009094  -2.3%3.7%3.0%1.5%1.8% 
AgricultureDBAGlobal Asset ClassesCommodities8410074584342 18.3%10.4%2.5%0.5%-1.4%-0.8%
Industrial MetalsDBBGlobal Asset ClassesCommodities5510087764924 8.6%15.2%8.1%6.3%2.5%-0.5%
OilDBOGlobal Asset ClassesCommodities1009253000 64.6%28.3%19.0%4.3%-2.2%-1.5%
ChileECHGlobal EquitiesSouth America410000  8.5%-5.3%-4.5%-2.2%-4.7% 
iShares MSCIEEMGlobal Asset ClassesEquity: Emerging Mkts165951495335 -20.8%3.7%2.8%2.7%3.4%2.1%
Intl Dev CoreEFAGlobal Asset ClassesInt'l Equity: Lg Cap317666638746 -10.5%6.5%4.2%3.7%7.1%2.0%
iSh EAFE GrowthEFGGlobal Asset ClassesInt'l Equity: Lg Cap Gro187770699051 -16.8%6.4%5.0%4.5%7.5%2.9%
iSh EAFE ValueEFVGlobal Asset ClassesInt'l Equity: Lg Cap Val406048457236 -4.6%5.6%2.7%2.1%6.0%0.7%
EqyptEGPTGlobal EquitiesMideast and Africa120000  -18.0%-11.0%-5.2%-11.8%-6.2% 
IndonesiaEIDOGlobal EquitiesAsia and Australia760330  18.5%1.2%0.4%1.2%0.8% 
IsraelEISGlobal EquitiesMideast and Africa3976555576  -3.8%9.1%5.7%5.0%7.4% 
iShares EmergEMBGlobal Asset ClassesFixed Income: Aggregate2543556774  -15.0%-2.0%-0.2%1.6%2.6% 
Emerg Mkt Hi YldEMHYGlobal Asset ClassesFixed Income2943516775  -13.7%-1.3%-0.4%2.1%3.3% 
New ZealandENZLGlobal EquitiesAsia and Australia1029556681  -19.6%0.5%4.8%7.0%9.4% 
PhilippinesEPHEGlobal EquitiesAsia and Australia3505123  -3.6%-5.0%-3.5%-3.5%1.2% 
PolandEPOLGlobal EquitiesEurope00000  -25.8%-7.9%-5.5%-3.5%-0.0% 
PeruEPUGlobal EquitiesSouth America2502110  -2.9%-1.4%0.6%2.9%-0.9% 
RussiaERUSGlobal EquitiesEurope00000  -80.3%-36.0%-19.0%-12.9%-10.8% 
AustraliaEWAGlobal EquitiesAsia and Australia355462555533 -3.0%8.2%7.3%5.9%6.5%3.8%
CanadaEWCGlobal EquitiesNorth America479380686943 1.8%13.8%10.0%6.7%6.4%3.6%
SwedenEWDGlobal EquitiesEurope88052547736 -20.5%11.7%5.3%4.9%8.0%3.6%
GermanyEWGGlobal EquitiesEurope103724315922 -21.6%3.1%-0.1%1.4%5.8%1.1%
Hong KongEWHGlobal EquitiesAsia and Australia183746416951 -19.1%-0.9%1.8%2.0%6.6%5.0%
ItalyEWIGlobal EquitiesEurope26473221450 -11.7%6.6%3.7%1.9%6.6%-2.8%
JapanEWJGlobal EquitiesAsia and Australia268369678751 -14.3%4.8%3.2%3.1%6.6%1.4%
BelgiumEWKGlobal EquitiesEurope265438508621 -13.9%4.4%1.1%3.2%8.5%0.4%
SwitzerlandEWLGlobal EquitiesEurope35100938210069 -4.8%10.2%7.6%5.9%9.9%5.6%
MalaysiaEWMGlobal EquitiesAsia and Australia374145232647 -6.0%-3.0%-1.4%-2.4%-1.6%1.1%
NetherlandsEWNGlobal EquitiesEurope1187727510042 -19.4%11.8%7.9%7.8%11.5%4.2%
AustriaEWOGlobal EquitiesEurope21261939490 -12.5%5.7%2.9%6.0%7.0%-1.7%
SpainEWPGlobal EquitiesEurope24221111476 -11.9%0.5%-1.8%-0.8%5.8%-1.3%
FranceEWQGlobal EquitiesEurope326859658631 -8.6%8.5%5.7%6.1%9.1%1.9%
SingaporeEWSGlobal EquitiesAsia and Australia242629233629 -16.0%-1.5%-0.2%-0.2%2.0%1.5%
TaiwanEWTGlobal EquitiesAsia and Australia351001009610061 -6.0%22.8%13.6%11.2%11.7%7.6%
UKEWUGlobal EquitiesEurope525951436340 2.6%5.4%3.2%1.8%4.8%1.0%
MexicoEWWGlobal EquitiesNorth America523000210 10.6%9.0%2.4%0.4%1.5%0.6%
S KoreaEWYGlobal EquitiesAsia and Australia97433454621 -24.5%8.8%2.0%4.3%4.3%2.5%
BrazilEWZGlobal EquitiesSouth America2600000 -1.0%-1.0%3.8%4.7%-0.6%-0.2%
IndustrialsEXIGlobal SectorsIndustrials267361719655 -12.0%9.0%6.6%7.4%10.1%5.4%
S AfricaEZAGlobal EquitiesMideast and Africa26700015 -7.1%3.7%0.9%0.3%1.5%1.9%
EMUEZUGlobal EquitiesEurope205543487523 -15.4%5.7%2.7%3.4%7.6%0.5%
iSh MSCI Frontier 100FMGlobal Asset ClassesInt'l Equity: Frontier40474642   -4.9%4.4%3.7%2.8%  
AUStraliaFXAGlobal Asset ClassesCurrency: AUS Dollar377263604359 -7.3%0.9%-0.5%-0.5%-2.2%1.0%
GBP UK PoundFXBGlobal Asset ClassesCurrency: GBP Pound347570495054 -11.6%-0.4%-0.7%-3.0%-2.3%-2.8%
CAN Canada DollarFXCGlobal Asset ClassesCurrency: CAN Dollar459485715363 -4.9%2.2%1.4%-0.3%-2.0%-0.8%
EUR EuroFXEGlobal Asset ClassesCurrency: EUR Euro327169695658 -12.9%-2.3%-1.8%-1.2%-2.1%-1.6%
CHF Swiss FrancFXFGlobal Asset ClassesCurrency: CHF Franc408271646571 -7.4%0.2%-1.0%-1.5%-0.8%1.0%
JPY Japan YenFXYGlobal Asset ClassesCurrency: JPY Yen264756622763 -15.2%-6.1%-3.5%-1.0%-5.3%-0.8%
GreeceGREKGlobal EquitiesEurope370000  -4.3%1.4%1.5%-2.4%0.7% 
Muni Hi YieldHYDGlobal Asset ClassesFixed Income3841596570  -8.7%-0.8%1.6%2.6%3.0% 
Clean EnergyICLNGlobal SectorsClean Energy12100954775  -12.3%27.1%20.0%9.5%13.5% 
US Treas 7-10yrIEFGlobal Asset ClassesFixed Income3881868787100 -8.8%-0.5%0.8%1.2%1.2%3.9%
InfrastructureIGFGlobal SectorsInfrastructure6462636484  11.5%7.5%5.8%5.2%7.6% 
US Corp Med 5-10yIGIBGlobal Asset ClassesFixed Income378088919599 -9.7%1.0%2.1%2.2%2.4%3.8%
Intl TreasIGOVGlobal Asset ClassesFixed Income2053646865  -19.3%-4.4%-1.8%-0.5%-0.7% 
MktVectors Intl Hi YieldIHYGlobal Asset ClassesFixed Income2558677689  -16.7%-0.5%0.8%2.1%4.0% 
IndiaINDYGlobal EquitiesAsia and Australia4541515265  -1.5%5.9%6.6%6.5%9.2% 
MktVectors Intermed MuniITMGlobal Asset ClassesFixed Income3878879091  -8.8%-0.5%1.2%2.0%2.1% 
US Large CoreIWBGlobal Asset ClassesU.S. Equity: Lg / Mid3810010010010085 -2.9%15.9%13.0%11.7%14.1%8.9%
iSh RussellIWCGlobal Asset ClassesU.S. Equity: Micro Cap85647467746 -22.4%10.5%7.6%6.6%10.7%5.5%
iSh Russ 1000 ValIWDGlobal Asset ClassesU.S. Equity: Lg Cap Val4897848710071 0.7%12.6%9.3%8.6%11.9%6.4%
iSh Russ 1000 GroIWFGlobal Asset ClassesU.S. Equity: Lg Cap Gro2710010010010094 -6.5%18.1%15.9%14.3%15.8%11.0%
iSh Russ 2000IWMGlobal Asset ClassesU.S. Equity: Sm Cap166253578557 -17.0%9.6%7.6%7.3%10.8%6.8%
iSh Russ 2000 ValIWNGlobal Asset ClassesU.S. Equity: Sm Cap Val336549588152 -8.0%12.0%7.7%7.9%10.6%6.1%
iSh Russell 2000IWOGlobal Asset ClassesU.S. Equity: Sm Cap Gro14447467958 -25.8%6.1%6.8%6.2%10.6%7.3%
iSh US Mid GrowthIWPGlobal Asset ClassesU.S. Equity: Mid Cap Gro971807910072 -18.9%9.2%10.4%9.1%12.4%8.4%
iSh US Mid CoreIWRGlobal Asset ClassesU.S. Equity: Mid Cap3387808210073 -7.0%12.7%10.3%9.2%12.6%8.2%
iSh US Mid ValueIWSGlobal Asset ClassesU.S. Equity: Mid Cap Val4682687310066 -0.3%13.1%8.9%8.3%12.1%7.4%
iSh Russell 3000IWVGlobal Asset ClassesU.S. Equity: Lg Cap3710010010010083 -3.9%15.4%12.6%11.4%13.8%8.7%
EnergyIXCGlobal SectorsEnergy1004233222729 60.9%15.1%9.5%5.5%5.3%3.0%
FinancialsIXGGlobal SectorsFinancials336256548620 -6.4%9.2%6.6%6.0%10.2%1.0%
HealthcareIXJGlobal SectorsHealthcare501001009310095 4.8%14.7%11.2%8.0%13.4%9.0%
TechnologyIXNGlobal SectorsTechnology3110010010010092 -3.7%23.8%19.1%18.4%18.3%12.3%
TelecomIXPGlobal SectorsTelecommunications128062617862 -20.3%7.9%4.4%3.6%6.2%3.6%
iShares Real EstateIYRGlobal Asset ClassesU.S. Real Estate426171748540 1.2%7.0%7.7%7.4%8.5%4.9%
US Hi YieldJNKGlobal Asset ClassesFixed Income4481848696  -5.4%2.5%2.6%2.8%4.2% 
Global UtilitiesJXIGlobal SectorsUtilities5597949410066 7.8%10.1%8.3%8.2%8.8%3.7%
Consumer StaplesKXIGlobal SectorsConsumer Staples51100869310092 0.2%8.5%5.3%6.3%8.5%7.4%
US Mort BackedMBBGlobal Asset ClassesFixed Income4288939598100 -7.6%-0.7%0.5%0.8%1.2%2.8%
ChinaMCHIGlobal EquitiesAsia and Australia032261140  -36.1%-1.0%0.6%-0.5%4.4% 
MaterialsMXIGlobal SectorsMaterials3910093787638 -3.0%17.1%11.3%8.8%7.8%3.9%
NorwayNORWGlobal EquitiesEurope4044494041  -0.4%9.1%7.9%5.2%5.2% 
PwrSh Emerg Mkt Sov DebtPCYGlobal Asset ClassesFixed Income: Aggregate1215324959  -21.6%-5.1%-2.4%0.3%1.9% 
PowerShares QQQQQQGlobal Asset ClassesU.S. Equity: Lg Cap Gro24100100100100100 -7.2%21.8%17.7%16.8%18.5%14.3%
Consumer DiscretionaryRXIGlobal SectorsConsumer Discretionary1876727410069 -16.9%8.9%8.0%7.4%11.4%7.0%
Intl Dev Sm CapSCZGlobal Asset ClassesInt'l Equity: Small Cap2163546390  -16.1%6.4%4.1%5.2%8.7% 
iSh Treas 1-3ySHYGlobal Asset ClassesFixed Income: Short-Term52100100100100100 -3.1%0.4%0.9%0.8%0.7%1.5%
US Equity: Russell 3000SPTMGlobal EquitiesNorth America4110010010010084 -0.9%16.1%13.1%11.8%14.1%9.0%
S&P 500SPYGlobal Asset ClassesU.S. Equity: Lg Cap4210010010010087 -0.4%16.4%13.3%12.1%14.3%9.0%
ThailandTHDGlobal EquitiesAsia and Australia3810333841  -3.6%-2.9%2.0%2.6%4.0% 
US Inflation ProtTIPGlobal Asset ClassesFixed Income5110010010095100 -1.5%4.2%3.5%3.0%1.8%4.0%
iShares Treas 20y+ TLTGlobal Asset ClassesFixed Income: Long-Term234661636182 -14.4%-2.4%0.7%1.4%1.4%5.0%
TurkeyTURGlobal EquitiesMideast and Africa220000  -4.0%0.2%-9.9%-8.3%-5.2% 
USD US Dollar indxUUPGlobal Asset ClassesCurrency: USD index749593868978 12.3%1.8%2.1%1.3%1.9%0.8%
VietnamVNMGlobal EquitiesAsia and Australia151529138  -18.1%0.3%2.9%0.0%0.6% 
Vanguard Real EstateVNQGlobal Asset ClassesU.S. Real Estate436972748642 2.0%8.1%7.8%7.4%8.9%5.9%
Timber & ForestryWOODGlobal SectorsTimber and Forestry46100736991  -1.5%19.2%9.9%9.2%11.4%