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Global Asset Classes, ranked by VizMetrics Score

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.
   VizMetrics Score Total Return, annualized
Ingredient NameIDCategory1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average387473727868 -5.8%5.5%4.5%4.0%5.0%3.9%
 
ACWI (Global)ACWIInt'l Equity: Core351009089100  -6.8%11.7%9.1%8.1%10.3% 
U.S. Total Bond MarketAGGFixed Income: Aggregate4088949698100 -8.1%-0.1%1.1%1.5%1.6%3.2%
Alerian US MLPAMLPEquity: MLP780000  27.2%3.6%0.9%-1.5%1.3% 
T-Bill 1-3 MonthBILFixed Income: Cash-like59100100100100100 -0.0%0.5%1.0%0.7%0.5%0.6%
U.S. Total Bond MarketBNDFixed Income: Aggregate4088939597100 -8.1%0.0%1.2%1.5%1.7%3.3%
CHN PRC RenminbiCYBCurrency: CHN Renminbi501001009094  -2.3%3.7%3.0%1.5%1.8% 
AgricultureDBACommodities8410074584342 18.3%10.4%2.5%0.5%-1.4%-0.8%
Industrial MetalsDBBCommodities5510087764924 8.6%15.2%8.1%6.3%2.5%-0.5%
OilDBOCommodities1009253000 64.6%28.3%19.0%4.3%-2.2%-1.5%
iShares MSCIEEMEquity: Emerging Mkts165951495335 -20.8%3.7%2.8%2.7%3.4%2.1%
Intl Dev CoreEFAInt'l Equity: Lg Cap317666638746 -10.5%6.5%4.2%3.7%7.1%2.0%
iSh EAFE GrowthEFGInt'l Equity: Lg Cap Gro187770699051 -16.8%6.4%5.0%4.5%7.5%2.9%
iSh EAFE ValueEFVInt'l Equity: Lg Cap Val406048457236 -4.6%5.6%2.7%2.1%6.0%0.7%
iShares EmergEMBFixed Income: Aggregate2543556774  -15.0%-2.0%-0.2%1.6%2.6% 
Emerg Mkt Hi YldEMHYFixed Income2943516775  -13.7%-1.3%-0.4%2.1%3.3% 
iSh MSCI Frontier 100FMInt'l Equity: Frontier40474642   -4.9%4.4%3.7%2.8%  
AUStraliaFXACurrency: AUS Dollar377263604359 -7.3%0.9%-0.5%-0.5%-2.2%1.0%
GBP UK PoundFXBCurrency: GBP Pound347570495054 -11.6%-0.4%-0.7%-3.0%-2.3%-2.8%
CAN Canada DollarFXCCurrency: CAN Dollar459485715363 -4.9%2.2%1.4%-0.3%-2.0%-0.8%
EUR EuroFXECurrency: EUR Euro327169695658 -12.9%-2.3%-1.8%-1.2%-2.1%-1.6%
CHF Swiss FrancFXFCurrency: CHF Franc408271646571 -7.4%0.2%-1.0%-1.5%-0.8%1.0%
JPY Japan YenFXYCurrency: JPY Yen264756622763 -15.2%-6.1%-3.5%-1.0%-5.3%-0.8%
Muni Hi YieldHYDFixed Income3841596570  -8.7%-0.8%1.6%2.6%3.0% 
US Treas 7-10yrIEFFixed Income3881868787100 -8.8%-0.5%0.8%1.2%1.2%3.9%
US Corp Med 5-10yIGIBFixed Income378088919599 -9.7%1.0%2.1%2.2%2.4%3.8%
Intl TreasIGOVFixed Income2053646865  -19.3%-4.4%-1.8%-0.5%-0.7% 
MktVectors Intl Hi YieldIHYFixed Income2558677689  -16.7%-0.5%0.8%2.1%4.0% 
MktVectors Intermed MuniITMFixed Income3878879091  -8.8%-0.5%1.2%2.0%2.1% 
US Large CoreIWBU.S. Equity: Lg / Mid3810010010010085 -2.9%15.9%13.0%11.7%14.1%8.9%
iSh RussellIWCU.S. Equity: Micro Cap85647467746 -22.4%10.5%7.6%6.6%10.7%5.5%
iSh Russ 1000 ValIWDU.S. Equity: Lg Cap Val4897848710071 0.7%12.6%9.3%8.6%11.9%6.4%
iSh Russ 1000 GroIWFU.S. Equity: Lg Cap Gro2710010010010094 -6.5%18.1%15.9%14.3%15.8%11.0%
iSh Russ 2000IWMU.S. Equity: Sm Cap166253578557 -17.0%9.6%7.6%7.3%10.8%6.8%
iSh Russ 2000 ValIWNU.S. Equity: Sm Cap Val336549588152 -8.0%12.0%7.7%7.9%10.6%6.1%
iSh Russell 2000IWOU.S. Equity: Sm Cap Gro14447467958 -25.8%6.1%6.8%6.2%10.6%7.3%
iSh US Mid GrowthIWPU.S. Equity: Mid Cap Gro971807910072 -18.9%9.2%10.4%9.1%12.4%8.4%
iSh US Mid CoreIWRU.S. Equity: Mid Cap3387808210073 -7.0%12.7%10.3%9.2%12.6%8.2%
iSh US Mid ValueIWSU.S. Equity: Mid Cap Val4682687310066 -0.3%13.1%8.9%8.3%12.1%7.4%
iSh Russell 3000IWVU.S. Equity: Lg Cap3710010010010083 -3.9%15.4%12.6%11.4%13.8%8.7%
iShares Real EstateIYRU.S. Real Estate426171748540 1.2%7.0%7.7%7.4%8.5%4.9%
US Hi YieldJNKFixed Income4481848696  -5.4%2.5%2.6%2.8%4.2% 
US Mort BackedMBBFixed Income4288939598100 -7.6%-0.7%0.5%0.8%1.2%2.8%
PwrSh Emerg Mkt Sov DebtPCYFixed Income: Aggregate1215324959  -21.6%-5.1%-2.4%0.3%1.9% 
PowerShares QQQQQQU.S. Equity: Lg Cap Gro24100100100100100 -7.2%21.8%17.7%16.8%18.5%14.3%
Intl Dev Sm CapSCZInt'l Equity: Small Cap2163546390  -16.1%6.4%4.1%5.2%8.7% 
iSh Treas 1-3ySHYFixed Income: Short-Term52100100100100100 -3.1%0.4%0.9%0.8%0.7%1.5%
S&P 500SPYU.S. Equity: Lg Cap4210010010010087 -0.4%16.4%13.3%12.1%14.3%9.0%
US Inflation ProtTIPFixed Income5110010010095100 -1.5%4.2%3.5%3.0%1.8%4.0%
iShares Treas 20y+ TLTFixed Income: Long-Term234661636182 -14.4%-2.4%0.7%1.4%1.4%5.0%
USD US Dollar indxUUPCurrency: USD index749593868978 12.3%1.8%2.1%1.3%1.9%0.8%
Vanguard Real EstateVNQU.S. Real Estate436972748642 2.0%8.1%7.8%7.4%8.9%5.9%