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Global Asset Classes, ranked by Historical Return

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.
   Historical Return Total Return, annualized
Ingredient NameIDCategory20172018201920202021 1 year3 year5 year7 year10 year15 year
  Group average12.6%-6.2%15.9%8.8%11.0% -5.8%5.5%4.5%4.0%5.0%3.9%
 
ACWI (Global)ACWIInt'l Equity: Core24.3%-9.1%26.6%16.3%18.7% -6.8%11.7%9.1%8.1%10.3% 
U.S. Total Bond MarketAGGFixed Income: Aggregate3.6%0.1%8.5%7.5%-1.8% -8.1%-0.1%1.1%1.5%1.6%3.2%
Alerian US MLPAMLPEquity: MLP-7.9%-12.6%6.0%-32.2%39.0% 27.2%3.6%0.9%-1.5%1.3% 
T-Bill 1-3 MonthBILFixed Income: Cash-like0.6%1.8%2.2%0.4%-0.1% -0.0%0.5%1.0%0.7%0.5%0.6%
U.S. Total Bond MarketBNDFixed Income: Aggregate3.5%0.1%8.8%7.7%-1.9% -8.1%0.0%1.2%1.5%1.7%3.3%
CHN PRC RenminbiCYBCurrency: CHN Renminbi12.1%-2.6%1.8%9.4%4.2% -2.3%3.7%3.0%1.5%1.8% 
AgricultureDBACommodities-6.1%-8.7%-0.7%-2.5%22.4% 18.3%10.4%2.5%0.5%-1.4%-0.8%
Industrial MetalsDBBCommodities30.1%-20.7%-1.2%15.5%29.0% 8.6%15.2%8.1%6.3%2.5%-0.5%
OilDBOCommodities4.9%-16.6%28.0%-21.0%60.7% 64.6%28.3%19.0%4.3%-2.2%-1.5%
iShares MSCIEEMEquity: Emerging Mkts37.3%-15.3%18.2%17.0%-3.6% -20.8%3.7%2.8%2.7%3.4%2.1%
Intl Dev CoreEFAInt'l Equity: Lg Cap25.1%-13.8%22.0%7.6%11.5% -10.5%6.5%4.2%3.7%7.1%2.0%
iSh EAFE GrowthEFGInt'l Equity: Lg Cap Gro28.9%-12.9%27.5%17.8%11.0% -16.8%6.4%5.0%4.5%7.5%2.9%
iSh EAFE ValueEFVInt'l Equity: Lg Cap Val21.2%-14.6%15.8%-3.0%11.1% -4.6%5.6%2.7%2.1%6.0%0.7%
iShares EmergEMBFixed Income: Aggregate10.3%-5.5%15.5%5.4%-2.2% -15.0%-2.0%-0.2%1.6%2.6% 
Emerg Mkt Hi YldEMHYFixed Income8.2%-5.2%13.0%3.8%-1.9% -13.7%-1.3%-0.4%2.1%3.3% 
iSh MSCI Frontier 100FMInt'l Equity: Frontier36.2%-17.9%19.9%-3.4%24.3% -4.9%4.4%3.7%2.8%  
AUStraliaFXACurrency: AUS Dollar9.1%-8.8%0.1%9.5%-6.2% -7.3%0.9%-0.5%-0.5%-2.2%1.0%
GBP UK PoundFXBCurrency: GBP Pound9.1%-5.8%3.9%2.9%-1.5% -11.6%-0.4%-0.7%-3.0%-2.3%-2.8%
CAN Canada DollarFXCCurrency: CAN Dollar6.7%-7.6%6.0%1.9%0.2% -4.9%2.2%1.4%-0.3%-2.0%-0.8%
EUR EuroFXECurrency: EUR Euro13.1%-5.3%-2.9%7.9%-7.8% -12.9%-2.3%-1.8%-1.2%-2.1%-1.6%
CHF Swiss FrancFXFCurrency: CHF Franc3.3%-2.0%0.3%8.2%-4.1% -7.4%0.2%-1.0%-1.5%-0.8%1.0%
JPY Japan YenFXYCurrency: JPY Yen3.2%2.3%0.4%4.6%-10.9% -15.2%-6.1%-3.5%-1.0%-5.3%-0.8%
Muni Hi YieldHYDFixed Income9.8%1.8%8.6%0.2%5.1% -8.7%-0.8%1.6%2.6%3.0% 
US Treas 7-10yrIEFFixed Income2.6%1.0%8.0%10.0%-3.3% -8.8%-0.5%0.8%1.2%1.2%3.9%
US Corp Med 5-10yIGIBFixed Income3.3%-0.7%14.6%9.6%-1.5% -9.7%1.0%2.1%2.2%2.4%3.8%
Intl TreasIGOVFixed Income11.3%-2.6%3.8%10.9%-9.2% -19.3%-4.4%-1.8%-0.5%-0.7% 
MktVectors Intl Hi YieldIHYFixed Income12.5%-4.5%12.3%8.6%-2.8% -16.7%-0.5%0.8%2.1%4.0% 
MktVectors Intermed MuniITMFixed Income6.1%0.8%7.8%5.9%0.2% -8.8%-0.5%1.2%2.0%2.1% 
US Large CoreIWBU.S. Equity: Lg / Mid21.5%-4.9%31.1%20.8%26.3% -2.9%15.9%13.0%11.7%14.1%8.9%
iSh RussellIWCU.S. Equity: Micro Cap12.8%-13.1%22.2%20.9%18.7% -22.4%10.5%7.6%6.6%10.7%5.5%
iSh Russ 1000 ValIWDU.S. Equity: Lg Cap Val13.5%-8.4%26.1%2.7%24.9% 0.7%12.6%9.3%8.6%11.9%6.4%
iSh Russ 1000 GroIWFU.S. Equity: Lg Cap Gro30.0%-1.7%35.9%38.3%27.4% -6.5%18.1%15.9%14.3%15.8%11.0%
iSh Russ 2000IWMU.S. Equity: Sm Cap14.6%-11.1%25.4%20.0%14.5% -17.0%9.6%7.6%7.3%10.8%6.8%
iSh Russ 2000 ValIWNU.S. Equity: Sm Cap Val7.7%-13.0%22.0%4.7%28.0% -8.0%12.0%7.7%7.9%10.6%6.1%
iSh Russell 2000IWOU.S. Equity: Sm Cap Gro22.3%-9.4%28.5%34.7%2.5% -25.8%6.1%6.8%6.2%10.6%7.3%
iSh US Mid GrowthIWPU.S. Equity: Mid Cap Gro24.9%-4.9%35.0%35.2%12.6% -18.9%9.2%10.4%9.1%12.4%8.4%
iSh US Mid CoreIWRU.S. Equity: Mid Cap18.3%-9.1%30.2%16.9%22.4% -7.0%12.7%10.3%9.2%12.6%8.2%
iSh US Mid ValueIWSU.S. Equity: Mid Cap Val13.1%-12.4%26.7%4.8%28.1% -0.3%13.1%8.9%8.3%12.1%7.4%
iSh Russell 3000IWVU.S. Equity: Lg Cap21.0%-5.4%30.7%20.5%25.5% -3.9%15.4%12.6%11.4%13.8%8.7%
iShares Real EstateIYRU.S. Real Estate9.3%-4.3%28.2%-6.1%38.7% 1.2%7.0%7.7%7.4%8.5%4.9%
US Hi YieldJNKFixed Income6.0%-3.3%14.9%5.0%4.0% -5.4%2.5%2.6%2.8%4.2% 
US Mort BackedMBBFixed Income2.5%0.8%6.2%4.1%-1.4% -7.6%-0.7%0.5%0.8%1.2%2.8%
PwrSh Emerg Mkt Sov DebtPCYFixed Income: Aggregate9.7%-6.2%17.7%2.3%-4.3% -21.6%-5.1%-2.4%0.3%1.9% 
PowerShares QQQQQQU.S. Equity: Lg Cap Gro32.7%-0.1%39.0%48.6%27.4% -7.2%21.8%17.7%16.8%18.5%14.3%
Intl Dev Sm CapSCZInt'l Equity: Small Cap32.7%-17.3%24.6%11.7%10.1% -16.1%6.4%4.1%5.2%8.7% 
iSh Treas 1-3ySHYFixed Income: Short-Term0.3%1.5%3.4%3.0%-0.7% -3.1%0.4%0.9%0.8%0.7%1.5%
S&P 500SPYU.S. Equity: Lg Cap21.7%-4.6%31.2%18.4%28.7% -0.4%16.4%13.3%12.1%14.3%9.0%
US Inflation ProtTIPFixed Income2.9%-1.4%8.3%10.8%5.7% -1.5%4.2%3.5%3.0%1.8%4.0%
iShares Treas 20y+ TLTFixed Income: Long-Term9.0%-1.6%14.1%18.2%-4.6% -14.4%-2.4%0.7%1.4%1.4%5.0%
USD US Dollar indxUUPCurrency: USD index-9.1%5.9%4.1%-6.7%5.7% 12.3%1.8%2.1%1.3%1.9%0.8%
Vanguard Real EstateVNQU.S. Real Estate4.9%-6.0%28.9%-4.7%40.5% 2.0%8.1%7.8%7.4%8.9%5.9%