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Global Asset Classes, ranked by VizMetrics Score

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.
   VizMetrics Score Total Return, annualized
Ingredient NameIDCategory1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
  Group average807072737180 4.3%1.4%3.9%4.2%3.5%6.2%
 
ACWI (Global)ACWIInt'l Equity: Core1008287948895 11.3%5.8%9.1%9.7%7.6%10.1%
U.S. Total Bond MarketAGGFixed Income: Aggregate8669899093100 1.0%-4.5%0.7%0.8%1.3%2.6%
Alerian US MLPAMLPEquity: MLP100100900  19.6%31.1%7.6%3.7%1.3% 
T-Bill 1-3 MonthBILFixed Income: Cash-like100100100100100100 4.6%1.8%1.6%1.5%1.0%0.7%
U.S. Total Bond MarketBNDFixed Income: Aggregate8669898993100 1.0%-4.6%0.7%0.8%1.3%2.6%
AgricultureDBACommodities10010097775448 11.7%12.9%5.9%2.1%-0.8%-0.3%
Industrial MetalsDBBCommodities336059544533 -6.8%2.8%3.2%3.0%1.8%2.4%
OilDBOCommodities49100452900 -1.3%25.3%10.8%8.4%-5.1%-2.3%
iShares MSCIEEMEquity: Emerging Mkts664455604457 2.4%-4.8%1.5%3.7%1.4%5.8%
Intl Dev CoreEFAInt'l Equity: Lg Cap1007675786671 10.3%4.0%5.9%6.5%3.9%6.9%
iSh EAFE GrowthEFGInt'l Equity: Lg Cap Gro855575806875 7.4%-0.1%6.2%7.2%4.5%7.4%
iSh EAFE ValueEFVInt'l Equity: Lg Cap Val1008965675459 12.9%7.6%4.8%5.3%2.7%5.9%
iShares EmergEMBFixed Income: Aggregate855365667389 2.2%-5.6%0.4%0.9%2.1%5.1%
Emerg Mkt Hi YldEMHYFixed Income10068686775  6.6%-2.3%1.5%1.6%2.8% 
iSh MSCI Frontier 100FMInt'l Equity: Frontier67655052   1.2%0.9%1.7%3.6%  
AUStraliaFXACurrency: AUS Dollar716465624963 -2.0%-3.4%-1.9%-1.3%-2.6%1.5%
GBP UK PoundFXBCurrency: GBP Pound1007779775457 6.5%-1.4%0.0%0.2%-2.6%-1.4%
CAN Canada DollarFXCCurrency: CAN Dollar868183805864 0.5%-1.1%-0.1%0.1%-2.3%-0.5%
EUR EuroFXECurrency: EUR Euro987279805855 5.7%-3.3%-1.3%-0.2%-2.8%-1.4%
CHF Swiss FrancFXFCurrency: CHF Franc1008490857171 7.8%0.4%1.7%1.1%-0.6%1.4%
JPY Japan YenFXYCurrency: JPY Yen513453534441 -7.3%-11.6%-5.8%-4.2%-4.1%-3.3%
Muni Hi YieldHYDFixed Income8170606873  0.2%-3.0%-0.3%1.8%2.7% 
US Treas 7-10yrIEFFixed Income735882818589 -1.8%-6.6%-0.0%0.1%1.0%2.1%
US Corp Med 5-10yIGIBFixed Income9468888891100 4.1%-3.8%2.4%2.0%2.1%3.8%
Intl TreasIGOVFixed Income6635586156  -1.8%-10.2%-3.7%-1.9%-2.1% 
MktVectors Intl Hi YieldIHYFixed Income10066757876  8.2%-2.8%1.8%2.4%1.9% 
MktVectors Intermed MuniITMFixed Income897689929499 2.1%-2.3%1.4%2.0%2.4%3.5%
US Large CoreIWBU.S. Equity: Lg / Mid1009096100100100 13.5%8.6%12.1%12.6%11.4%13.6%
iSh RussellIWCU.S. Equity: Micro Cap234237404265 -8.3%-1.7%2.8%4.3%4.5%9.7%
iSh Russ 1000 ValIWDU.S. Equity: Lg Cap Val729275808696 1.3%8.0%7.4%7.7%7.9%10.6%
iSh Russ 1000 GroIWFU.S. Equity: Lg Cap Gro10081100100100100 26.1%8.7%16.2%16.9%14.5%16.2%
iSh Russ 2000IWMU.S. Equity: Sm Cap465650545780 -2.6%1.0%4.7%5.9%6.1%10.9%
iSh Russ 2000 ValIWNU.S. Equity: Sm Cap Val387444445169 -4.8%6.3%4.5%4.8%5.6%9.7%
iSh Russell 2000IWOU.S. Equity: Sm Cap Gro513448565584 -0.8%-4.4%4.1%6.5%6.2%11.6%
iSh US Mid GrowthIWPU.S. Equity: Mid Cap Gro9253798989100 9.8%0.3%9.9%11.2%9.9%14.2%
iSh US Mid CoreIWRU.S. Equity: Mid Cap7174737883100 2.8%4.8%8.6%8.9%8.8%13.2%
iSh US Mid ValueIWSU.S. Equity: Mid Cap Val578262637395 -0.9%7.1%6.9%6.7%7.5%12.0%
iSh Russell 3000IWVU.S. Equity: Lg Cap1008893100100100 12.5%8.1%11.6%12.1%11.0%13.4%
iShares Real EstateIYRU.S. Real Estate506253596980 -2.2%2.8%3.3%4.8%6.4%10.3%
US Hi YieldJNKFixed Income10079848785100 5.6%0.1%3.0%3.1%2.7%7.6%
US Mort BackedMBBFixed Income816985859097 -0.0%-4.3%-0.3%-0.0%0.8%1.7%
PwrSh Emerg Mkt Sov DebtPCYFixed Income: Aggregate1004051506284 8.7%-6.3%-0.3%0.1%2.0%5.6%
PowerShares QQQQQQU.S. Equity: Lg Cap Gro10079100100100100 33.4%9.7%18.9%19.5%17.4%19.9%
Intl Dev Sm CapSCZInt'l Equity: Small Cap805457626179 4.5%-0.7%3.5%5.2%4.2%9.1%
iSh Treas 1-3ySHYFixed Income: Short-Term10096100100100100 3.1%-0.5%1.1%0.9%0.8%0.9%
S&P 500SPYU.S. Equity: Lg Cap1009398100100100 13.7%9.6%12.5%12.9%11.7%13.6%
US Inflation ProtTIPFixed Income8778969494100 -0.0%-1.7%2.6%1.9%1.9%3.4%
iShares Treas 20y+ TLTFixed Income: Long-Term35951495957 -7.9%-15.1%-2.4%-1.6%1.1%1.8%
USD US Dollar indxUUPCurrency: USD index9410098929876 3.3%6.0%3.1%2.0%3.3%0.9%
Vanguard Real EstateVNQU.S. Real Estate486255566880 -2.9%2.8%3.7%4.3%6.4%10.9%