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Global Asset Classes, ranked by Total 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.
   Total Return VizMetrics Score
Ingredient NameIDCategoryYear-to-dateMay 2022    1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average-8.5%0.3%-5.8%5.5%4.5%4.0%5.0%3.9% 387473727868
 
ACWI (Global)ACWIInt'l Equity: Core-12.9%0.4%-6.8%11.7%9.1%8.1%10.3%  351009089100 
U.S. Total Bond MarketAGGFixed Income: Aggregate-8.7%0.8%-8.1%-0.1%1.1%1.5%1.6%3.2% 4088949698100
Alerian US MLPAMLPEquity: MLP28.0%8.0%27.2%3.6%0.9%-1.5%1.3%  780000 
T-Bill 1-3 MonthBILFixed Income: Cash-like0.0%0.0%-0.0%0.5%1.0%0.7%0.5%0.6% 59100100100100100
U.S. Total Bond MarketBNDFixed Income: Aggregate-8.8%0.8%-8.1%0.0%1.2%1.5%1.7%3.3% 4088939597100
CHN PRC RenminbiCYBCurrency: CHN Renminbi-3.0%-0.1%-2.3%3.7%3.0%1.5%1.8%  501001009094 
AgricultureDBACommodities11.3%-0.4%18.3%10.4%2.5%0.5%-1.4%-0.8% 8410074584342
Industrial MetalsDBBCommodities3.2%-3.4%8.6%15.2%8.1%6.3%2.5%-0.5% 5510087764924
OilDBOCommodities43.5%9.3%64.6%28.3%19.0%4.3%-2.2%-1.5% 1009253000
iShares MSCIEEMEquity: Emerging Mkts-12.7%0.6%-20.8%3.7%2.8%2.7%3.4%2.1% 165951495335
Intl Dev CoreEFAInt'l Equity: Lg Cap-11.0%2.0%-10.5%6.5%4.2%3.7%7.1%2.0% 317666638746
iSh EAFE GrowthEFGInt'l Equity: Lg Cap Gro-19.7%0.3%-16.8%6.4%5.0%4.5%7.5%2.9% 187770699051
iSh EAFE ValueEFVInt'l Equity: Lg Cap Val-1.9%3.8%-4.6%5.6%2.7%2.1%6.0%0.7% 406048457236
iShares EmergEMBFixed Income: Aggregate-15.1%0.8%-15.0%-2.0%-0.2%1.6%2.6%  2543556774 
Emerg Mkt Hi YldEMHYFixed Income-11.5%-0.7%-13.7%-1.3%-0.4%2.1%3.3%  2943516775 
iSh MSCI Frontier 100FMInt'l Equity: Frontier-13.3%-5.0%-4.9%4.4%3.7%2.8%   40474642  
AUStraliaFXACurrency: AUS Dollar-1.4%1.5%-7.3%0.9%-0.5%-0.5%-2.2%1.0% 377263604359
GBP UK PoundFXBCurrency: GBP Pound-6.9%0.1%-11.6%-0.4%-0.7%-3.0%-2.3%-2.8% 347570495054
CAN Canada DollarFXCCurrency: CAN Dollar-0.2%1.5%-4.9%2.2%1.4%-0.3%-2.0%-0.8% 459485715363
EUR EuroFXECurrency: EUR Euro-6.1%1.6%-12.9%-2.3%-1.8%-1.2%-2.1%-1.6% 327169695658
CHF Swiss FrancFXFCurrency: CHF Franc-5.5%1.3%-7.4%0.2%-1.0%-1.5%-0.8%1.0% 408271646571
JPY Japan YenFXYCurrency: JPY Yen-10.8%0.8%-15.2%-6.1%-3.5%-1.0%-5.3%-0.8% 264756622763
Muni Hi YieldHYDFixed Income-9.7%1.7%-8.7%-0.8%1.6%2.6%3.0%  3841596570 
US Treas 7-10yrIEFFixed Income-9.8%0.6%-8.8%-0.5%0.8%1.2%1.2%3.9% 3881868787100
US Corp Med 5-10yIGIBFixed Income-10.4%1.3%-9.7%1.0%2.1%2.2%2.4%3.8% 378088919599
Intl TreasIGOVFixed Income-14.7%-0.0%-19.3%-4.4%-1.8%-0.5%-0.7%  2053646865 
MktVectors Intl Hi YieldIHYFixed Income-12.5%0.1%-16.7%-0.5%0.8%2.1%4.0%  2558677689 
MktVectors Intermed MuniITMFixed Income-9.0%2.0%-8.8%-0.5%1.2%2.0%2.1%  3878879091 
US Large CoreIWBU.S. Equity: Lg / Mid-13.7%-0.2%-2.9%15.9%13.0%11.7%14.1%8.9% 3810010010010085
iSh RussellIWCU.S. Equity: Micro Cap-17.4%-0.2%-22.4%10.5%7.6%6.6%10.7%5.5% 85647467746
iSh Russ 1000 ValIWDU.S. Equity: Lg Cap Val-4.6%2.0%0.7%12.6%9.3%8.6%11.9%6.4% 4897848710071
iSh Russ 1000 GroIWFU.S. Equity: Lg Cap Gro-21.9%-2.3%-6.5%18.1%15.9%14.3%15.8%11.0% 2710010010010094
iSh Russ 2000IWMU.S. Equity: Sm Cap-16.5%0.2%-17.0%9.6%7.6%7.3%10.8%6.8% 166253578557
iSh Russ 2000 ValIWNU.S. Equity: Sm Cap Val-8.4%1.9%-8.0%12.0%7.7%7.9%10.6%6.1% 336549588152
iSh Russell 2000IWOU.S. Equity: Sm Cap Gro-24.7%-1.8%-25.8%6.1%6.8%6.2%10.6%7.3% 14447467958
iSh US Mid GrowthIWPU.S. Equity: Mid Cap Gro-25.5%-3.9%-18.9%9.2%10.4%9.1%12.4%8.4% 971807910072
iSh US Mid CoreIWRU.S. Equity: Mid Cap-13.0%0.1%-7.0%12.7%10.3%9.2%12.6%8.2% 3387808210073
iSh US Mid ValueIWSU.S. Equity: Mid Cap Val-6.0%1.9%-0.3%13.1%8.9%8.3%12.1%7.4% 4682687310066
iSh Russell 3000IWVU.S. Equity: Lg Cap-13.9%-0.2%-3.9%15.4%12.6%11.4%13.8%8.7% 3710010010010083
iShares Real EstateIYRU.S. Real Estate-14.3%-4.4%1.2%7.0%7.7%7.4%8.5%4.9% 426171748540
US Hi YieldJNKFixed Income-7.7%1.5%-5.4%2.5%2.6%2.8%4.2%  4481848696 
US Mort BackedMBBFixed Income-7.2%1.2%-7.6%-0.7%0.5%0.8%1.2%2.8% 4288939598100
PwrSh Emerg Mkt Sov DebtPCYFixed Income: Aggregate-20.2%1.4%-21.6%-5.1%-2.4%0.3%1.9%  1215324959 
PowerShares QQQQQQU.S. Equity: Lg Cap Gro-22.4%-1.6%-7.2%21.8%17.7%16.8%18.5%14.3% 24100100100100100
Intl Dev Sm CapSCZInt'l Equity: Small Cap-15.2%0.5%-16.1%6.4%4.1%5.2%8.7%  2163546390 
iSh Treas 1-3ySHYFixed Income: Short-Term-2.4%0.6%-3.1%0.4%0.9%0.8%0.7%1.5% 52100100100100100
S&P 500SPYU.S. Equity: Lg Cap-12.8%0.2%-0.4%16.4%13.3%12.1%14.3%9.0% 4210010010010087
US Inflation ProtTIPFixed Income-6.1%-1.0%-1.5%4.2%3.5%3.0%1.8%4.0% 5110010010095100
iShares Treas 20y+ TLTFixed Income: Long-Term-20.9%-2.3%-14.4%-2.4%0.7%1.4%1.4%5.0% 234661636182
USD US Dollar indxUUPCurrency: USD index6.2%-1.3%12.3%1.8%2.1%1.3%1.9%0.8% 749593868978
Vanguard Real EstateVNQU.S. Real Estate-14.1%-4.7%2.0%8.1%7.8%7.4%8.9%5.9% 436972748642