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Global Asset Classes, ranked by VizMetrics Score

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.
   VizMetrics Score Total Return, annualized
Ingredient NameIDCategory1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average596369767674 11.0%11.4%7.7%5.7%6.3%6.2%
 
ACWI (Global)ACWIInt'l Equity: Core83959610099  18.7%20.4%14.6%11.1%11.8% 
U.S. Total Bond MarketAGGFixed Income: Aggregate38748710092100 -1.8%4.6%3.5%2.9%2.8%4.0%
Alerian US MLPAMLPEquity: MLP1000000  39.0%-0.0%-4.3%-5.2%-1.4% 
T-Bill 1-3 MonthBILFixed Income: Cash-like4864829989  -0.1%0.8%1.0%0.7%0.5% 
U.S. Total Bond MarketBNDFixed Income: Aggregate38738710091100 -1.9%4.8%3.6%3.0%2.8%4.0%
CHN PRC RenminbiCYBCurrency: CHN Renminbi5370878984  4.2%5.1%4.9%2.3%2.1% 
AgricultureDBACommodities10051413034  22.4%5.8%0.3%-2.9%-3.5% 
Industrial MetalsDBBCommodities10073696346  29.0%13.8%8.7%5.2%2.0% 
OilDBOCommodities1006000  60.7%17.6%7.3%-1.9%-7.0% 
iShares MSCIEEMEquity: Emerging Mkts184662585641 -3.6%10.1%9.2%5.3%4.7%3.7%
Intl Dev CoreEFAInt'l Equity: Lg Cap626671767852 11.5%13.5%9.6%6.8%7.9%3.5%
iSh EAFE GrowthEFGInt'l Equity: Lg Cap Gro619696968962 11.0%18.6%13.4%9.4%9.8%5.2%
iSh EAFE ValueEFVInt'l Equity: Lg Cap Val583040476138 11.1%7.7%5.3%3.6%5.6%1.4%
iShares EmergEMBFixed Income: Aggregate3045608178  -2.2%6.0%4.4%4.6%4.6% 
Emerg Mkt Hi YldEMHYFixed Income32355077   -1.9%4.8%3.4%4.8%  
iSh MSCI Frontier 100FMInt'l Equity: Frontier95455545   24.3%12.9%10.0%4.5%  
AUStraliaFXACurrency: AUS Dollar163648504461 -6.2%1.0%0.5%-1.1%-2.4%1.5%
GBP UK PoundFXBCurrency: GBP Pound334560455256 -1.5%1.7%1.6%-2.3%-1.7%-2.1%
CAN Canada DollarFXCCurrency: CAN Dollar385460535164 0.2%2.7%1.3%-1.2%-2.1%-0.2%
EUR EuroFXECurrency: EUR Euro164061555360 -7.8%-1.1%0.7%-1.7%-2.0%-1.0%
CHF Swiss FrancFXFCurrency: CHF Franc234961676072 -4.1%1.3%1.1%0.1%-0.6%1.4%
JPY Japan YenFXYCurrency: JPY Yen736576438  -10.9%-2.2%-0.3%0.0%-4.4% 
Muni Hi YieldHYDFixed Income5628556973  5.1%4.5%5.0%4.3%5.1% 
US Treas 7-10yrIEFFixed Income3069829484100 -3.3%4.7%3.5%2.9%2.6%4.7%
US Corp Med 5-10yIGIBFixed Income3870829991  -1.5%7.4%4.9%4.0%3.9% 
Intl TreasIGOVFixed Income1250727369  -9.2%1.4%2.5%0.8%0.7% 
MktVectors Intl Hi YieldIHYFixed Income32496886   -2.8%5.8%5.0%4.7%  
MktVectors Intermed MuniITMFixed Income4365839487  0.2%4.6%4.1%3.3%3.4% 
US Large CoreIWBU.S. Equity: Lg / Mid10010010010010093 26.3%26.0%18.2%14.7%16.4%10.6%
iSh RussellIWCU.S. Equity: Micro Cap726250638354 18.7%20.6%11.4%10.2%13.5%7.2%
iSh Russ 1000 ValIWDU.S. Equity: Lg Cap Val977170859974 24.9%17.4%11.0%9.6%12.8%7.3%
iSh Russ 1000 GroIWFU.S. Equity: Lg Cap Gro100100100100100100 27.4%33.8%25.1%19.4%19.6%13.5%
iSh Russ 2000IWMU.S. Equity: Sm Cap686758738766 14.5%19.9%11.9%10.7%13.2%8.7%
iSh Russ 2000 ValIWNU.S. Equity: Sm Cap Val1004836607856 28.0%17.8%8.9%9.3%11.9%7.1%
iSh Russell 2000IWOU.S. Equity: Sm Cap Gro337872789172 2.5%21.1%14.5%11.7%14.2%10.0%
iSh US Mid GrowthIWPU.S. Equity: Mid Cap Gro6110010010010088 12.6%27.2%19.6%14.7%16.4%11.5%
iSh US Mid CoreIWRU.S. Equity: Mid Cap9088839410081 22.4%23.1%14.9%12.1%14.7%10.1%
iSh US Mid ValueIWSU.S. Equity: Mid Cap Val1006557769471 28.1%19.4%11.0%9.8%13.2%8.6%
iSh Russell 3000IWVU.S. Equity: Lg Cap10010010010010091 25.5%25.5%17.7%14.4%16.1%10.4%
iShares Real EstateIYRU.S. Real Estate1007372828845 38.7%18.6%11.8%9.6%11.1%6.2%
US Hi YieldJNKFixed Income5564759188  4.0%7.8%5.2%4.6%5.1% 
US Mort BackedMBBFixed Income42708510091  -1.4%2.9%2.4%2.1%2.1% 
PwrSh Emerg Mkt Sov DebtPCYFixed Income: Aggregate2232497172  -4.3%4.8%3.5%4.1%4.6% 
PowerShares QQQQQQU.S. Equity: Lg Cap Gro100100100100100100 27.4%38.1%28.4%22.3%22.9%16.9%
Intl Dev Sm CapSCZInt'l Equity: Small Cap5561688385  10.1%15.3%11.0%9.5%10.7% 
iSh Treas 1-3ySHYFixed Income: Short-Term46688310090100 -0.7%1.9%1.5%1.2%1.0%1.8%
S&P 500SPYU.S. Equity: Lg Cap10010010010010094 28.7%26.0%18.4%14.8%16.5%10.6%
US Inflation ProtTIPFixed Income58889410088100 5.7%8.3%5.2%4.1%2.9%4.5%
iShares Treas 20y+ TLTFixed Income: Long-Term136577787490 -4.6%8.8%6.6%4.6%4.5%6.6%
USD US Dollar indxUUPCurrency: USD index5649567775  5.7%0.9%-0.2%1.3%1.5% 
Vanguard Real EstateVNQU.S. Real Estate1008170818848 40.5%20.0%11.2%9.5%11.5%7.2%