Global Asset Classes, ranked by VizMetrics Score

for period ending April 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.

Ingredient Name	ID	Category	1 year	3 year	5 year	7 year	10 year	15 year	1 year	3 year	5 year	7 year	10 year	15 year
			VizMetrics Score						Total Return, annualized
		Group average	68	66	70	71	72	70	-1.6%	6.2%	2.8%	4.1%	3.5%	3.7%

ACWI (Global)	ACWI	Int'l Equity: Core	71	80	79	93	90	68	2.7%	12.3%	7.2%	9.4%	8.0%	5.7%
U.S. Total Bond Market	AGG	Fixed Income: Aggregate	87	54	92	90	93	100	-0.3%	-3.1%	1.2%	0.9%	1.3%	2.6%
Alerian US MLP	AMLP	Equity: MLP	81	100	0	0	0		11.3%	26.2%	3.8%	2.1%	-0.1%
T-Bill 1-3 Month	BIL	Fixed Income: Cash-like	100	81	100	100	100	100	2.5%	0.8%	1.3%	1.1%	0.7%	0.5%
U.S. Total Bond Market	BND	Fixed Income: Aggregate	87	54	92	90	93	100	-0.4%	-3.2%	1.2%	0.9%	1.3%	2.7%
CHN PRC Renminbi	CYB	Currency: CHN Renminbi	86	75	89	93	91		-1.8%	3.1%	0.6%	1.7%	1.2%
Agriculture	DBA	Commodities	71	100	81	63	47	38	-4.6%	15.4%	2.3%	0.4%	-1.9%	-3.3%
Industrial Metals	DBB	Commodities	5	79	52	66	44	23	-18.6%	15.7%	1.1%	5.8%	1.6%	-1.5%
Oil	DBO	Commodities	24	100	18	20	0	0	-16.5%	38.9%	5.0%	8.4%	-5.2%	-6.6%
iShares MSCI	EEM	Equity: Emerging Mkts	49	55	43	58	42	33	-5.5%	4.2%	-1.4%	4.0%	1.1%	0.6%
Intl Dev Core	EFA	Int'l Equity: Lg Cap	88	80	67	77	71	52	10.1%	12.2%	3.8%	6.4%	4.7%	2.8%
iSh EAFE Growth	EFG	Int'l Equity: Lg Cap Gro	84	65	70	79	75	56	9.9%	9.4%	5.0%	7.0%	5.6%	3.5%
iSh EAFE Value	EFV	Int'l Equity: Lg Cap Val	89	87	54	63	57	43	9.8%	14.2%	1.8%	5.1%	3.3%	1.6%
iShares Emerg	EMB	Fixed Income: Aggregate	74	49	62	61	66	77	-1.3%	-1.1%	-0.4%	0.8%	1.1%	3.7%
Emerg Mkt Hi Yld	EMHY	Fixed Income	74	60	61	62	65		-1.8%	1.8%	-0.4%	1.3%	1.4%
iSh MSCI Frontier 100	FM	Int'l Equity: Frontier	18	64	33	45			-17.6%	6.5%	-2.5%	2.9%
AUStralia	FXA	Currency: AUS Dollar	64	55	63	55	39	55	-6.4%	0.2%	-2.5%	-1.7%	-3.8%	-0.8%
GBP UK Pound	FXB	Currency: GBP Pound	87	59	72	55	56	56	0.6%	-0.1%	-1.9%	-2.3%	-2.3%	-3.1%
CAN Canada Dollar	FXC	Currency: CAN Dollar	76	66	80	71	54	62	-4.6%	0.9%	-0.9%	-1.0%	-2.9%	-1.8%
EUR Euro	FXE	Currency: EUR Euro	100	60	73	71	60	57	4.2%	-0.5%	-2.6%	-1.3%	-2.4%	-2.6%
CHF Swiss Franc	FXF	Currency: CHF Franc	100	66	88	76	71	71	8.1%	1.6%	1.0%	-0.1%	-0.6%	0.3%
JPY Japan Yen	FXY	Currency: JPY Yen	65	30	58	44	45	59	-5.3%	-8.2%	-4.9%	-4.0%	-3.8%	-2.2%
Muni Hi Yield	HYD	Fixed Income	73	64	61	56	65		-3.5%	1.4%	-0.2%	0.8%	1.7%
US Treas 7-10yr	IEF	Fixed Income	82	44	88	80	84	95	-1.1%	-5.2%	1.2%	0.3%	0.9%	3.0%
US Corp Med 5-10y	IGIB	Fixed Income	89	57	89	87	90	97	1.7%	-1.2%	2.5%	1.9%	2.0%	3.3%
Intl Treas	IGOV	Fixed Income	58	31	58	52	57		-5.8%	-6.6%	-4.1%	-2.6%	-1.9%
MktVectors Intl Hi Yield	IHY	Fixed Income	82	61	69	75	76		1.8%	2.1%	0.3%	2.2%	1.9%
MktVectors Intermed Muni	ITM	Fixed Income	98	64	91	85	90	98	3.4%	0.6%	1.7%	1.2%	1.8%	3.3%
US Large Core	IWB	U.S. Equity: Lg / Mid	68	83	90	100	100	89	1.6%	14.1%	10.9%	12.2%	11.8%	9.6%
iSh Russell	IWC	U.S. Equity: Micro Cap	32	63	35	48	56	53	-10.9%	10.6%	1.9%	6.6%	6.9%	6.5%
iSh Russ 1000 Val	IWD	U.S. Equity: Lg Cap Val	69	89	77	86	93	77	1.1%	14.2%	7.6%	8.7%	8.9%	7.3%
iSh Russ 1000 Gro	IWF	U.S. Equity: Lg Cap Gro	66	72	96	100	100	96	2.2%	13.4%	13.6%	15.1%	14.3%	11.6%
iSh Russ 2000	IWM	U.S. Equity: Sm Cap	53	71	47	61	67	64	-3.7%	11.8%	4.0%	8.0%	7.9%	7.7%
iSh Russ 2000 Val	IWN	U.S. Equity: Sm Cap Val	35	81	41	51	58	57	-8.2%	15.2%	3.4%	7.0%	6.8%	6.7%
iSh Russell 2000	IWO	U.S. Equity: Sm Cap Gro	70	55	47	63	68	66	0.7%	7.7%	3.9%	8.4%	8.5%	8.3%
iSh US Mid Growth	IWP	U.S. Equity: Mid Cap Gro	70	61	74	88	95	78	1.6%	9.1%	8.8%	10.8%	10.6%	9.3%
iSh US Mid Core	IWR	U.S. Equity: Mid Cap	58	81	70	81	90	77	-1.8%	13.6%	7.8%	9.5%	9.7%	8.8%
iSh US Mid Value	IWS	U.S. Equity: Mid Cap Val	50	87	61	67	79	71	-3.6%	15.5%	6.2%	7.8%	8.5%	8.1%
iSh Russell 3000	IWV	U.S. Equity: Lg Cap	67	82	88	100	100	87	1.3%	13.9%	10.4%	11.9%	11.5%	9.5%
iShares Real Estate	IYR	U.S. Real Estate	20	57	62	55	61	46	-15.0%	6.7%	5.3%	4.7%	4.9%	5.3%
US Hi Yield	JNK	Fixed Income	77	65	81	87	83	81	-0.3%	2.6%	2.1%	3.4%	2.4%	4.4%
US Mort Backed	MBB	Fixed Income	83	53	89	87	91	99	-1.0%	-3.4%	0.3%	0.2%	0.8%	2.2%
PwrSh Emerg Mkt Sov Debt	PCY	Fixed Income: Aggregate	70	34	47	41	51	65	1.1%	-2.6%	-1.8%	-0.5%	0.3%	3.4%
PowerShares QQQ	QQQ	U.S. Equity: Lg Cap Gro	64	70	100	100	100	100	3.8%	14.5%	15.7%	18.2%	17.5%	14.7%
Intl Dev Sm Cap	SCZ	Int'l Equity: Small Cap	60	68	48	61	69	54	0.5%	9.8%	1.1%	5.5%	5.6%	4.4%
iSh Treas 1-3y	SHY	Fixed Income: Short-Term	100	71	100	100	100	100	0.9%	-0.9%	1.1%	0.7%	0.7%	1.1%
S&P 500	SPY	U.S. Equity: Lg Cap	71	84	93	100	100	90	2.7%	14.5%	11.4%	12.5%	12.1%	9.7%
US Inflation Prot	TIP	Fixed Income	72	64	97	96	89	95	-4.1%	0.7%	2.8%	2.3%	1.3%	2.9%
iShares Treas 20y+	TLT	Fixed Income: Long-Term	49	7	63	49	59	76	-8.5%	-12.3%	-0.1%	-0.6%	0.9%	3.7%
USD US Dollar indx	UUP	Currency: USD index	93	68	100	95	94	84	1.5%	1.5%	3.4%	2.5%	2.6%	1.6%
Vanguard Real Estate	VNQ	U.S. Real Estate	15	56	64	52	61	46	-16.5%	6.8%	5.7%	4.3%	5.1%	5.9%

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