VizMetrics Inc. - Better visibility. Better results.

Global Asset Classes, ranked by Total Return

for period ending November 30, 2023
 
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-dateNov 2023    1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average7.0%6.3%4.3%1.4%3.9%4.2%3.5%6.2% 807072737180
 
ACWI (Global)ACWIInt'l Equity: Core16.7%8.9%11.3%5.8%9.1%9.7%7.6%10.1% 1008287948895
U.S. Total Bond MarketAGGFixed Income: Aggregate1.9%4.6%1.0%-4.5%0.7%0.8%1.3%2.6% 8669899093100
Alerian US MLPAMLPEquity: MLP25.8%7.2%19.6%31.1%7.6%3.7%1.3%  100100900 
T-Bill 1-3 MonthBILFixed Income: Cash-like4.2%0.5%4.6%1.8%1.6%1.5%1.0%0.7% 100100100100100100
U.S. Total Bond MarketBNDFixed Income: Aggregate1.8%4.5%1.0%-4.6%0.7%0.8%1.3%2.6% 8669898993100
AgricultureDBACommodities10.6%1.2%11.7%12.9%5.9%2.1%-0.8%-0.3% 10010097775448
Industrial MetalsDBBCommodities-4.5%1.5%-6.8%2.8%3.2%3.0%1.8%2.4% 336059544533
OilDBOCommodities1.6%-6.5%-1.3%25.3%10.8%8.4%-5.1%-2.3% 49100452900
iShares MSCIEEMEquity: Emerging Mkts5.2%7.8%2.4%-4.8%1.5%3.7%1.4%5.8% 664455604457
Intl Dev CoreEFAInt'l Equity: Lg Cap12.4%8.2%10.3%4.0%5.9%6.5%3.9%6.9% 1007675786671
iSh EAFE GrowthEFGInt'l Equity: Lg Cap Gro11.1%9.6%7.4%-0.1%6.2%7.2%4.5%7.4% 855575806875
iSh EAFE ValueEFVInt'l Equity: Lg Cap Val13.1%6.9%12.9%7.6%4.8%5.3%2.7%5.9% 1008965675459
iShares EmergEMBFixed Income: Aggregate4.0%6.2%2.2%-5.6%0.4%0.9%2.1%5.1% 855365667389
Emerg Mkt Hi YldEMHYFixed Income6.9%5.7%6.6%-2.3%1.5%1.6%2.8%  10068686775 
iSh MSCI Frontier 100FMInt'l Equity: Frontier4.3%6.0%1.2%0.9%1.7%3.6%   67655052  
AUStraliaFXACurrency: AUS Dollar-2.3%4.3%-2.0%-3.4%-1.9%-1.3%-2.6%1.5% 716465624963
GBP UK PoundFXBCurrency: GBP Pound6.2%4.0%6.5%-1.4%0.0%0.2%-2.6%-1.4% 1007779775457
CAN Canada DollarFXCCurrency: CAN Dollar1.1%2.3%0.5%-1.1%-0.1%0.1%-2.3%-0.5% 868183805864
EUR EuroFXECurrency: EUR Euro2.7%3.1%5.7%-3.3%-1.3%-0.2%-2.8%-1.4% 987279805855
CHF Swiss FrancFXFCurrency: CHF Franc5.3%3.9%7.8%0.4%1.7%1.1%-0.6%1.4% 1008490857171
JPY Japan YenFXYCurrency: JPY Yen-11.9%2.2%-7.3%-11.6%-5.8%-4.2%-4.1%-3.3% 513453534441
Muni Hi YieldHYDFixed Income2.1%6.0%0.2%-3.0%-0.3%1.8%2.7%  8170606873 
US Treas 7-10yrIEFFixed Income-0.1%4.6%-1.8%-6.6%-0.0%0.1%1.0%2.1% 735882818589
US Corp Med 5-10yIGIBFixed Income4.9%5.8%4.1%-3.8%2.4%2.0%2.1%3.8% 9468888891100
Intl TreasIGOVFixed Income-0.1%6.4%-1.8%-10.2%-3.7%-1.9%-2.1%  6635586156 
MktVectors Intl Hi YieldIHYFixed Income6.9%4.8%8.2%-2.8%1.8%2.4%1.9%  10066757876 
MktVectors Intermed MuniITMFixed Income1.9%5.6%2.1%-2.3%1.4%2.0%2.4%3.5% 897689929499
US Large CoreIWBU.S. Equity: Lg / Mid20.4%9.3%13.5%8.6%12.1%12.6%11.4%13.6% 1009096100100100
iSh RussellIWCU.S. Equity: Micro Cap-4.6%9.5%-8.3%-1.7%2.8%4.3%4.5%9.7% 234237404265
iSh Russ 1000 ValIWDU.S. Equity: Lg Cap Val5.5%7.6%1.3%8.0%7.4%7.7%7.9%10.6% 729275808696
iSh Russ 1000 GroIWFU.S. Equity: Lg Cap Gro36.5%11.0%26.1%8.7%16.2%16.9%14.5%16.2% 10081100100100100
iSh Russ 2000IWMU.S. Equity: Sm Cap4.2%9.2%-2.6%1.0%4.7%5.9%6.1%10.9% 465650545780
iSh Russ 2000 ValIWNU.S. Equity: Sm Cap Val1.9%9.1%-4.8%6.3%4.5%4.8%5.6%9.7% 387444445169
iSh Russell 2000IWOU.S. Equity: Sm Cap Gro5.9%9.1%-0.8%-4.4%4.1%6.5%6.2%11.6% 513448565584
iSh US Mid GrowthIWPU.S. Equity: Mid Cap Gro16.8%12.2%9.8%0.3%9.9%11.2%9.9%14.2% 9253798989100
iSh US Mid CoreIWRU.S. Equity: Mid Cap8.7%10.2%2.8%4.8%8.6%8.9%8.8%13.2% 7174737883100
iSh US Mid ValueIWSU.S. Equity: Mid Cap Val4.4%9.5%-0.9%7.1%6.9%6.7%7.5%12.0% 578262637395
iSh Russell 3000IWVU.S. Equity: Lg Cap19.5%9.3%12.5%8.1%11.6%12.1%11.0%13.4% 1008893100100100
iShares Real EstateIYRU.S. Real Estate2.7%12.3%-2.2%2.8%3.3%4.8%6.4%10.3% 506253596980
US Hi YieldJNKFixed Income7.6%4.8%5.6%0.1%3.0%3.1%2.7%7.6% 10079848785100
US Mort BackedMBBFixed Income0.8%5.2%-0.0%-4.3%-0.3%-0.0%0.8%1.7% 816985859097
PwrSh Emerg Mkt Sov DebtPCYFixed Income: Aggregate10.7%9.4%8.7%-6.3%-0.3%0.1%2.0%5.6% 1004051506284
PowerShares QQQQQQU.S. Equity: Lg Cap Gro46.7%10.8%33.4%9.7%18.9%19.5%17.4%19.9% 10079100100100100
Intl Dev Sm CapSCZInt'l Equity: Small Cap5.4%8.8%4.5%-0.7%3.5%5.2%4.2%9.1% 805457626179
iSh Treas 1-3ySHYFixed Income: Short-Term3.0%1.1%3.1%-0.5%1.1%0.9%0.8%0.9% 10096100100100100
S&P 500SPYU.S. Equity: Lg Cap20.7%9.1%13.7%9.6%12.5%12.9%11.7%13.6% 1009398100100100
US Inflation ProtTIPFixed Income1.3%2.8%-0.0%-1.7%2.6%1.9%1.9%3.4% 8778969494100
iShares Treas 20y+ TLTFixed Income: Long-Term-5.5%9.9%-7.9%-15.1%-2.4%-1.6%1.1%1.8% 35951495957
USD US Dollar indxUUPCurrency: USD index5.3%-2.5%3.3%6.0%3.1%2.0%3.3%0.9% 9410098929876
Vanguard Real EstateVNQU.S. Real Estate2.2%12.1%-2.9%2.8%3.7%4.3%6.4%10.9% 486255566880