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Global Asset Classes, ranked by Historical 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.
   Historical Return Total Return, annualized
Ingredient NameIDCategory20162017201820192020 1 year3 year5 year7 year10 year15 year
  Group average6.6%12.6%-6.2%15.9%8.8% 19.9%7.3%6.9%5.4%6.6%6.3%
 
ACWI (Global)ACWIInt'l Equity: Core8.4%24.3%-9.1%26.6%16.3% 26.9%12.5%13.3%10.1%12.0% 
U.S. Total Bond MarketAGGFixed Income: Aggregate2.4%3.6%0.1%8.5%7.5% -1.0%5.3%2.9%3.2%2.9%4.0%
Alerian US MLPAMLPEquity: MLP14.8%-7.9%-12.6%6.0%-32.2% 83.5%-6.1%-4.1%-6.3%-0.4% 
T-Bill 1-3 MonthBILFixed Income: Cash-like0.1%0.6%1.8%2.2%0.4% -0.1%1.0%1.0%0.7%0.5% 
U.S. Total Bond MarketBNDFixed Income: Aggregate2.5%3.5%0.1%8.8%7.7% -1.0%5.4%2.9%3.2%3.0%4.1%
CHN PRC RenminbiCYBCurrency: CHN Renminbi-4.3%12.1%-2.6%1.8%9.4% 6.8%4.4%3.4%2.0%2.1% 
AgricultureDBACommodities-3.1%-6.1%-8.7%-0.7%-2.5% 29.7%5.1%-0.4%-3.7%-4.0% 
Industrial MetalsDBBCommodities25.6%30.1%-20.7%-1.2%15.5% 36.7%8.2%8.4%3.2%1.3% 
OilDBOCommodities7.0%4.9%-16.6%28.0%-21.0% 90.8%1.1%9.5%-9.1%-4.9% 
iShares MSCIEEMEquity: Emerging Mkts10.9%37.3%-15.3%18.2%17.0% 16.0%7.7%8.3%5.0%5.8%5.1%
Intl Dev CoreEFAInt'l Equity: Lg Cap1.4%25.1%-13.8%22.0%7.6% 25.4%7.5%8.6%5.7%8.1%4.0%
iSh EAFE GrowthEFGInt'l Equity: Lg Cap Gro-3.1%28.9%-12.9%27.5%17.8% 19.9%11.5%10.9%8.4%9.9%5.5%
iSh EAFE ValueEFVInt'l Equity: Lg Cap Val5.1%21.2%-14.6%15.8%-3.0% 29.8%2.8%5.6%2.5%5.9%2.0%
iShares EmergEMBFixed Income: Aggregate9.3%10.3%-5.5%15.5%5.4% 3.2%5.4%3.4%4.3%5.1% 
Emerg Mkt Hi YldEMHYFixed Income15.3%8.2%-5.2%13.0%3.8% 7.6%5.0%3.3%4.2%  
iSh MSCI Frontier 100FMInt'l Equity: Frontier2.0%36.2%-17.9%19.9%-3.4% 35.4%9.4%8.8%   
AUStraliaFXACurrency: AUS Dollar-0.1%9.1%-8.8%0.1%9.5% 0.6%-0.0%-0.8%-2.1%-1.8%2.0%
GBP UK PoundFXBCurrency: GBP Pound-16.7%9.1%-5.8%3.9%2.9% 4.0%0.9%0.5%-2.9%-1.7%-1.8%
CAN Canada DollarFXCCurrency: CAN Dollar2.7%6.7%-7.6%6.0%1.9% 4.7%0.8%0.8%-1.8%-1.8%-0.4%
EUR EuroFXECurrency: EUR Euro-3.9%13.1%-5.3%-2.9%7.9% -2.2%-1.0%-0.3%-2.0%-2.1%-0.6%
CHF Swiss FrancFXFCurrency: CHF Franc-2.7%3.3%-2.0%0.3%8.2% -2.3%0.6%-0.3%-0.8%-1.2%1.5%
JPY Japan YenFXYCurrency: JPY Yen2.3%3.2%2.3%0.4%4.6% -5.8%0.1%-2.4%-0.7%-4.1% 
Muni Hi YieldHYDFixed Income0.4%9.8%1.8%8.6%0.2% 8.4%3.9%3.4%4.5%5.0% 
US Treas 7-10yrIEFFixed Income1.0%2.6%1.0%8.0%10.0% -4.7%6.0%2.3%3.3%2.7%4.7%
US Corp Med 5-10yIGIBFixed Income3.3%3.3%-0.7%14.6%9.6% 1.1%7.5%4.5%4.2%4.1% 
Intl TreasIGOVFixed Income0.9%11.3%-2.6%3.8%10.9% -2.9%2.4%0.7%0.7%0.6% 
MktVectors Intl Hi YieldIHYFixed Income11.4%12.5%-4.5%12.3%8.6% 6.4%5.5%4.8%4.0%  
MktVectors Intermed MuniITMFixed Income-1.1%6.1%0.8%7.8%5.9% 1.9%5.2%2.9%3.4%3.7% 
US Large CoreIWBU.S. Equity: Lg / Mid12.0%21.5%-4.9%31.1%20.8% 30.8%16.3%17.0%13.9%16.6%10.4%
iSh RussellIWCU.S. Equity: Micro Cap20.6%12.8%-13.1%22.2%20.9% 60.6%11.9%14.3%12.4%15.3%8.1%
iSh Russ 1000 ValIWDU.S. Equity: Lg Cap Val17.3%13.5%-8.4%26.1%2.7% 34.8%9.9%10.8%9.1%13.3%7.3%
iSh Russ 1000 GroIWFU.S. Equity: Lg Cap Gro7.0%30.0%-1.7%35.9%38.3% 27.1%21.7%22.6%18.3%19.4%13.1%
iSh Russ 2000IWMU.S. Equity: Sm Cap21.6%14.6%-11.1%25.4%20.0% 47.4%10.4%13.4%11.9%14.6%9.2%
iSh Russ 2000 ValIWNU.S. Equity: Sm Cap Val32.0%7.7%-13.0%22.0%4.7% 63.7%8.4%10.9%10.1%13.1%7.4%
iSh Russell 2000IWOU.S. Equity: Sm Cap Gro11.7%22.3%-9.4%28.5%34.7% 33.0%11.6%15.3%13.2%15.8%10.6%
iSh US Mid GrowthIWPU.S. Equity: Mid Cap Gro7.2%24.9%-4.9%35.0%35.2% 30.0%18.9%19.0%15.1%17.3%11.8%
iSh US Mid CoreIWRU.S. Equity: Mid Cap13.7%18.3%-9.1%30.2%16.9% 37.9%14.0%14.2%12.0%15.3%10.1%
iSh US Mid ValueIWSU.S. Equity: Mid Cap Val19.8%13.1%-12.4%26.7%4.8% 42.2%10.1%10.4%9.4%13.7%8.6%
iSh Russell 3000IWVU.S. Equity: Lg Cap12.6%21.0%-5.4%30.7%20.5% 31.8%15.8%16.7%13.7%16.4%10.3%
iShares Real EstateIYRU.S. Real Estate7.0%9.3%-4.3%28.2%-6.1% 30.8%11.1%8.1%9.3%11.0%5.9%
US Hi YieldJNKFixed Income14.4%6.0%-3.3%14.9%5.0% 9.7%5.8%5.3%4.1%6.1% 
US Mort BackedMBBFixed Income1.3%2.5%0.8%6.2%4.1% -0.5%3.8%2.1%2.4%2.2% 
PwrSh Emerg Mkt Sov DebtPCYFixed Income: Aggregate8.9%9.7%-6.2%17.7%2.3% 2.9%4.6%2.1%4.1%5.2% 
PowerShares QQQQQQU.S. Equity: Lg Cap Gro7.1%32.7%-0.1%39.0%48.6% 29.5%25.3%25.7%21.2%22.4%16.6%
Intl Dev Sm CapSCZInt'l Equity: Small Cap2.6%32.7%-17.3%24.6%11.7% 28.3%8.9%10.1%9.1%10.8% 
iSh Treas 1-3ySHYFixed Income: Short-Term0.8%0.3%1.5%3.4%3.0% -0.1%2.5%1.5%1.3%1.0%1.9%
S&P 500SPYU.S. Equity: Lg Cap12.0%21.7%-4.6%31.2%18.4% 30.0%15.9%16.8%13.9%16.5%10.3%
US Inflation ProtTIPFixed Income4.7%2.9%-1.4%8.3%10.8% 4.9%7.2%4.1%3.7%3.0%4.3%
iShares Treas 20y+ TLTFixed Income: Long-Term1.2%9.0%-1.6%14.1%18.2% -10.3%9.2%3.1%5.5%4.3%6.4%
USD US Dollar indxUUPCurrency: USD index3.2%-9.1%5.9%4.1%-6.7% -0.2%0.7%0.9%1.8%1.5% 
Vanguard Real EstateVNQU.S. Real Estate8.6%4.9%-6.0%28.9%-4.7% 33.5%12.0%7.5%9.4%11.5%6.8%