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Global Asset Classes, ranked by Total Return

for period ending December 31, 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-dateDec 2021    1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average11.0%2.3%11.0%11.4%7.7%5.7%6.3%6.2% 596369767674
 
ACWI (Global)ACWIInt'l Equity: Core18.7%3.9%18.7%20.4%14.6%11.1%11.8%  83959610099 
U.S. Total Bond MarketAGGFixed Income: Aggregate-1.8%-0.4%-1.8%4.6%3.5%2.9%2.8%4.0% 38748710092100
Alerian US MLPAMLPEquity: MLP39.0%3.3%39.0%-0.0%-4.3%-5.2%-1.4%  1000000 
T-Bill 1-3 MonthBILFixed Income: Cash-like-0.1%0.0%-0.1%0.8%1.0%0.7%0.5%  4864829989 
U.S. Total Bond MarketBNDFixed Income: Aggregate-1.9%-0.3%-1.9%4.8%3.6%3.0%2.8%4.0% 38738710091100
CHN PRC RenminbiCYBCurrency: CHN Renminbi4.2%0.2%4.2%5.1%4.9%2.3%2.1%  5370878984 
AgricultureDBACommodities22.4%2.0%22.4%5.8%0.3%-2.9%-3.5%  10051413034 
Industrial MetalsDBBCommodities29.0%6.5%29.0%13.8%8.7%5.2%2.0%  10073696346 
OilDBOCommodities60.7%10.2%60.7%17.6%7.3%-1.9%-7.0%  1006000 
iShares MSCIEEMEquity: Emerging Mkts-3.6%1.5%-3.6%10.1%9.2%5.3%4.7%3.7% 184662585641
Intl Dev CoreEFAInt'l Equity: Lg Cap11.5%4.4%11.5%13.5%9.6%6.8%7.9%3.5% 626671767852
iSh EAFE GrowthEFGInt'l Equity: Lg Cap Gro11.0%3.5%11.0%18.6%13.4%9.4%9.8%5.2% 619696968962
iSh EAFE ValueEFVInt'l Equity: Lg Cap Val11.1%5.4%11.1%7.7%5.3%3.6%5.6%1.4% 583040476138
iShares EmergEMBFixed Income: Aggregate-2.2%2.2%-2.2%6.0%4.4%4.6%4.6%  3045608178 
Emerg Mkt Hi YldEMHYFixed Income-1.9%2.7%-1.9%4.8%3.4%4.8%   32355077  
iSh MSCI Frontier 100FMInt'l Equity: Frontier24.3%1.3%24.3%12.9%10.0%4.5%   95455545  
AUStraliaFXACurrency: AUS Dollar-6.2%1.9%-6.2%1.0%0.5%-1.1%-2.4%1.5% 163648504461
GBP UK PoundFXBCurrency: GBP Pound-1.5%1.6%-1.5%1.7%1.6%-2.3%-1.7%-2.1% 334560455256
CAN Canada DollarFXCCurrency: CAN Dollar0.2%1.1%0.2%2.7%1.3%-1.2%-2.1%-0.2% 385460535164
EUR EuroFXECurrency: EUR Euro-7.8%0.2%-7.8%-1.1%0.7%-1.7%-2.0%-1.0% 164061555360
CHF Swiss FrancFXFCurrency: CHF Franc-4.1%0.6%-4.1%1.3%1.1%0.1%-0.6%1.4% 234961676072
JPY Japan YenFXYCurrency: JPY Yen-10.9%-1.9%-10.9%-2.2%-0.3%0.0%-4.4%  736576438 
Muni Hi YieldHYDFixed Income5.1%0.6%5.1%4.5%5.0%4.3%5.1%  5628556973 
US Treas 7-10yrIEFFixed Income-3.3%-0.5%-3.3%4.7%3.5%2.9%2.6%4.7% 3069829484100
US Corp Med 5-10yIGIBFixed Income-1.5%0.5%-1.5%7.4%4.9%4.0%3.9%  3870829991 
Intl TreasIGOVFixed Income-9.2%-0.8%-9.2%1.4%2.5%0.8%0.7%  1250727369 
MktVectors Intl Hi YieldIHYFixed Income-2.8%1.7%-2.8%5.8%5.0%4.7%   32496886  
MktVectors Intermed MuniITMFixed Income0.2%0.0%0.2%4.6%4.1%3.3%3.4%  4365839487 
US Large CoreIWBU.S. Equity: Lg / Mid26.3%4.0%26.3%26.0%18.2%14.7%16.4%10.6% 10010010010010093
iSh RussellIWCU.S. Equity: Micro Cap18.7%0.3%18.7%20.6%11.4%10.2%13.5%7.2% 726250638354
iSh Russ 1000 ValIWDU.S. Equity: Lg Cap Val24.9%6.3%24.9%17.4%11.0%9.6%12.8%7.3% 977170859974
iSh Russ 1000 GroIWFU.S. Equity: Lg Cap Gro27.4%2.0%27.4%33.8%25.1%19.4%19.6%13.5% 100100100100100100
iSh Russ 2000IWMU.S. Equity: Sm Cap14.5%2.3%14.5%19.9%11.9%10.7%13.2%8.7% 686758738766
iSh Russ 2000 ValIWNU.S. Equity: Sm Cap Val28.0%4.1%28.0%17.8%8.9%9.3%11.9%7.1% 1004836607856
iSh Russell 2000IWOU.S. Equity: Sm Cap Gro2.5%0.4%2.5%21.1%14.5%11.7%14.2%10.0% 337872789172
iSh US Mid GrowthIWPU.S. Equity: Mid Cap Gro12.6%0.4%12.6%27.2%19.6%14.7%16.4%11.5% 6110010010010088
iSh US Mid CoreIWRU.S. Equity: Mid Cap22.4%4.1%22.4%23.1%14.9%12.1%14.7%10.1% 9088839410081
iSh US Mid ValueIWSU.S. Equity: Mid Cap Val28.1%6.3%28.1%19.4%11.0%9.8%13.2%8.6% 1006557769471
iSh Russell 3000IWVU.S. Equity: Lg Cap25.5%3.8%25.5%25.5%17.7%14.4%16.1%10.4% 10010010010010091
iShares Real EstateIYRU.S. Real Estate38.7%9.5%38.7%18.6%11.8%9.6%11.1%6.2% 1007372828845
US Hi YieldJNKFixed Income4.0%2.4%4.0%7.8%5.2%4.6%5.1%  5564759188 
US Mort BackedMBBFixed Income-1.4%-0.1%-1.4%2.9%2.4%2.1%2.1%  42708510091 
PwrSh Emerg Mkt Sov DebtPCYFixed Income: Aggregate-4.3%2.3%-4.3%4.8%3.5%4.1%4.6%  2232497172 
PowerShares QQQQQQU.S. Equity: Lg Cap Gro27.4%1.2%27.4%38.1%28.4%22.3%22.9%16.9% 100100100100100100
Intl Dev Sm CapSCZInt'l Equity: Small Cap10.1%3.7%10.1%15.3%11.0%9.5%10.7%  5561688385 
iSh Treas 1-3ySHYFixed Income: Short-Term-0.7%-0.2%-0.7%1.9%1.5%1.2%1.0%1.8% 46688310090100
S&P 500SPYU.S. Equity: Lg Cap28.7%4.6%28.7%26.0%18.4%14.8%16.5%10.6% 10010010010010094
US Inflation ProtTIPFixed Income5.7%0.4%5.7%8.3%5.2%4.1%2.9%4.5% 58889410088100
iShares Treas 20y+ TLTFixed Income: Long-Term-4.6%-2.0%-4.6%8.8%6.6%4.6%4.5%6.6% 136577787490
USD US Dollar indxUUPCurrency: USD index5.7%-0.3%5.7%0.9%-0.2%1.3%1.5%  5649567775 
Vanguard Real EstateVNQU.S. Real Estate40.5%9.7%40.5%20.0%11.2%9.5%11.5%7.2% 1008170818848