VizMetrics Inc. - Better visibility. Better results.

Global Asset Classes, ranked by Total 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.
   Total Return VizMetrics Score
Ingredient NameIDCategoryYear-to-dateSep 2021    1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average7.8%-2.1%19.9%7.3%6.9%5.4%6.6%6.3% 647869817874
 
ACWI (Global)ACWIInt'l Equity: Core10.9%-4.2%26.9%12.5%13.3%10.1%12.0%  8091100100100 
U.S. Total Bond MarketAGGFixed Income: Aggregate-1.7%-0.9%-1.0%5.3%2.9%3.2%2.9%4.0% 371009010093100
Alerian US MLPAMLPEquity: MLP38.5%3.0%83.5%-6.1%-4.1%-6.3%-0.4%  1000000 
T-Bill 1-3 MonthBILFixed Income: Cash-like-0.1%0.0%-0.1%1.0%1.0%0.7%0.5%  42999010090 
U.S. Total Bond MarketBNDFixed Income: Aggregate-1.8%-1.0%-1.0%5.4%2.9%3.2%3.0%4.1% 361008910093100
CHN PRC RenminbiCYBCurrency: CHN Renminbi2.4%0.4%6.8%4.4%3.4%2.0%2.1%  50100869284 
AgricultureDBACommodities18.5%-0.1%29.7%5.1%-0.4%-3.7%-4.0%  9181383831 
Industrial MetalsDBBCommodities19.9%-0.6%36.7%8.2%8.4%3.2%1.3%  9681736042 
OilDBOCommodities62.8%9.6%90.8%1.1%9.5%-9.1%-4.9%  1000000 
iShares MSCIEEMEquity: Emerging Mkts-2.1%-3.9%16.0%7.7%8.3%5.0%5.8%5.1% 566662646046
Intl Dev CoreEFAInt'l Equity: Lg Cap8.4%-3.3%25.4%7.5%8.6%5.7%8.1%4.0% 777174778053
iSh EAFE GrowthEFGInt'l Equity: Lg Cap Gro6.4%-4.3%19.9%11.5%10.9%8.4%9.9%5.5% 659492949162
iSh EAFE ValueEFVInt'l Equity: Lg Cap Val9.5%-2.1%29.8%2.8%5.6%2.5%5.9%2.0% 854245536340
iShares EmergEMBFixed Income: Aggregate-2.6%-2.6%3.2%5.4%3.4%4.3%5.1%  4076588581 
Emerg Mkt Hi YldEMHYFixed Income-0.8%-2.7%7.6%5.0%3.3%4.2%   50695279  
iSh MSCI Frontier 100FMInt'l Equity: Frontier21.4%-0.8%35.4%9.4%8.8%    1006453   
AUStraliaFXACurrency: AUS Dollar-6.6%-1.2%0.6%-0.0%-0.8%-2.1%-1.8%2.0% 356645554763
GBP UK PoundFXBCurrency: GBP Pound-1.8%-2.0%4.0%0.9%0.5%-2.9%-1.7%-1.8% 437656535257
CAN Canada DollarFXCCurrency: CAN Dollar0.1%-0.4%4.7%0.8%0.8%-1.8%-1.8%-0.4% 457963605263
EUR EuroFXECurrency: EUR Euro-5.9%-2.0%-2.2%-1.0%-0.3%-2.0%-2.1%-0.6% 307359625261
CHF Swiss FrancFXFCurrency: CHF Franc-5.9%-1.9%-2.3%0.6%-0.3%-0.8%-1.2%1.5% 287857695772
JPY Japan YenFXYCurrency: JPY Yen-7.7%-1.2%-5.8%0.1%-2.4%-0.7%-4.1%  2480406739 
Muni Hi YieldHYDFixed Income3.9%-1.3%8.4%3.9%3.4%4.5%5.0%  5359447674 
US Treas 7-10yrIEFFixed Income-3.4%-1.6%-4.7%6.0%2.3%3.3%2.7%4.7% 27100799986100
US Corp Med 5-10yIGIBFixed Income-1.3%-1.1%1.1%7.5%4.5%4.2%4.1%  401008710093 
Intl TreasIGOVFixed Income-7.7%-2.6%-2.9%2.4%0.7%0.7%0.6%  2887627968 
MktVectors Intl Hi YieldIHYFixed Income-1.3%-2.4%6.4%5.5%4.8%4.0%   49817386  
MktVectors Intermed MuniITMFixed Income-0.4%-1.1%1.9%5.2%2.9%3.4%3.7%  42100799889 
US Large CoreIWBU.S. Equity: Lg / Mid15.1%-4.6%30.8%16.3%17.0%13.9%16.6%10.4% 8610010010010091
iSh RussellIWCU.S. Equity: Micro Cap22.1%-2.9%60.6%11.9%14.3%12.4%15.3%8.1% 1005367819257
iSh Russ 1000 ValIWDU.S. Equity: Lg Cap Val15.9%-3.5%34.8%9.9%10.8%9.1%13.3%7.3% 9670768910074
iSh Russ 1000 GroIWFU.S. Equity: Lg Cap Gro14.1%-5.6%27.1%21.7%22.6%18.3%19.4%13.1% 76100100100100100
iSh Russ 2000IWMU.S. Equity: Sm Cap12.3%-2.9%47.4%10.4%13.4%11.9%14.6%9.2% 1005369859467
iSh Russ 2000 ValIWNU.S. Equity: Sm Cap Val22.8%-1.8%63.7%8.4%10.9%10.1%13.1%7.4% 1003847728456
iSh Russell 2000IWOU.S. Equity: Sm Cap Gro2.6%-3.8%33.0%11.6%15.3%13.2%15.8%10.6% 866183919974
iSh US Mid GrowthIWPU.S. Equity: Mid Cap Gro9.4%-5.0%30.0%18.9%19.0%15.1%17.3%11.8% 8410010010010089
iSh US Mid CoreIWRU.S. Equity: Mid Cap15.0%-4.1%37.9%14.0%14.2%12.0%15.3%10.1% 10079879810081
iSh US Mid ValueIWSU.S. Equity: Mid Cap Val18.0%-3.7%42.2%10.1%10.4%9.4%13.7%8.6% 1005658809770
iSh Russell 3000IWVU.S. Equity: Lg Cap14.9%-4.5%31.8%15.8%16.7%13.7%16.4%10.3% 889910010010089
iShares Real EstateIYRU.S. Real Estate21.1%-5.6%30.8%11.1%8.1%9.3%11.0%5.9% 837558868843
US Hi YieldJNKFixed Income3.3%-0.2%9.7%5.8%5.3%4.1%6.1%  5988839293 
US Mort BackedMBBFixed Income-0.8%-0.3%-0.5%3.8%2.1%2.4%2.2%  401008910092 
PwrSh Emerg Mkt Sov DebtPCYFixed Income: Aggregate-4.3%-3.6%2.9%4.6%2.1%4.1%5.2%  3764427876 
PowerShares QQQQQQU.S. Equity: Lg Cap Gro14.5%-5.7%29.5%25.3%25.7%21.2%22.4%16.6% 81100100100100100
Intl Dev Sm CapSCZInt'l Equity: Small Cap9.9%-4.1%28.3%8.9%10.1%9.1%10.8%  8165708787 
iSh Treas 1-3ySHYFixed Income: Short-Term-0.1%-0.1%-0.1%2.5%1.5%1.3%1.0%1.9% 421009210091100
S&P 500SPYU.S. Equity: Lg Cap15.9%-4.7%30.0%15.9%16.8%13.9%16.5%10.3% 8410010010010092
US Inflation ProtTIPFixed Income3.2%-0.8%4.9%7.2%4.1%3.7%3.0%4.3% 471009710089100
iShares Treas 20y+ TLTFixed Income: Long-Term-7.5%-2.9%-10.3%9.2%3.1%5.5%4.3%6.4% 810058887388
USD US Dollar indxUUPCurrency: USD index4.4%1.7%-0.2%0.7%0.9%1.8%1.5%  3580668675 
Vanguard Real EstateVNQU.S. Real Estate22.2%-5.7%33.5%12.0%7.5%9.4%11.5%6.8% 888055868945