Global Asset Classes, ranked by VizMetrics Score

for period ending August 31, 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	80	71	71	71	74	72	5.0%	2.9%	2.8%	4.0%	4.0%	4.1%

ACWI (Global)	ACWI	Int'l Equity: Core	100	84	82	94	94	74	14.4%	7.3%	7.5%	9.5%	8.6%	6.9%
U.S. Total Bond Market	AGG	Fixed Income: Aggregate	82	65	90	87	95	100	-1.1%	-4.4%	0.5%	0.2%	1.5%	2.5%
Alerian US MLP	AMLP	Equity: MLP	100	100	0	0	0		12.8%	32.0%	3.4%	2.5%	0.8%
T-Bill 1-3 Month	BIL	Fixed Income: Cash-like	100	100	100	100	100	100	3.9%	1.4%	1.5%	1.3%	0.9%	0.6%
U.S. Total Bond Market	BND	Fixed Income: Aggregate	81	65	90	87	95	100	-1.3%	-4.5%	0.5%	0.2%	1.5%	2.6%
CHN PRC Renminbi	CYB	Currency: CHN Renminbi	75	84	93	91	87	92	-2.5%	0.3%	1.2%	1.4%	0.7%	1.1%
Agriculture	DBA	Commodities	100	100	96	73	52	40	5.9%	14.0%	5.6%	1.5%	-1.1%	-2.9%
Industrial Metals	DBB	Commodities	31	65	61	61	42	24	-4.8%	6.0%	3.0%	4.9%	1.3%	-1.0%
Oil	DBO	Commodities	41	100	23	33	0	0	-1.7%	29.4%	6.0%	10.5%	-4.7%	-6.2%
iShares MSCI	EEM	Equity: Emerging Mkts	50	47	52	54	49	38	1.6%	-2.2%	0.3%	3.2%	2.4%	1.9%
Intl Dev Core	EFA	Int'l Equity: Lg Cap	100	79	69	75	71	56	18.5%	6.3%	4.2%	5.9%	4.9%	3.8%
iSh EAFE Growth	EFG	Int'l Equity: Lg Cap Gro	100	57	69	74	74	59	15.6%	2.1%	4.3%	6.2%	5.5%	4.3%
iSh EAFE Value	EFV	Int'l Equity: Lg Cap Val	100	92	61	64	59	48	21.5%	9.9%	3.4%	5.1%	3.7%	2.9%
iShares Emerg	EMB	Fixed Income: Aggregate	90	48	66	58	75	77	3.8%	-5.4%	0.0%	-0.1%	2.3%	3.7%
Emerg Mkt Hi Yld	EMHY	Fixed Income	100	63	70	60	75		8.1%	-2.3%	1.3%	0.7%	2.9%
iSh MSCI Frontier 100	FM	Int'l Equity: Frontier	57	74	55	53			1.2%	4.3%	2.2%	4.3%
AUStralia	FXA	Currency: AUS Dollar	56	54	66	56	49	57	-4.9%	-4.3%	-2.0%	-1.8%	-2.5%	-0.4%
GBP UK Pound	FXB	Currency: GBP Pound	100	72	80	70	57	59	10.8%	-1.5%	-0.3%	-0.5%	-2.1%	-2.5%
CAN Canada Dollar	FXC	Currency: CAN Dollar	78	78	83	77	57	63	-1.6%	-1.0%	-0.4%	-0.2%	-2.4%	-1.5%
EUR Euro	FXE	Currency: EUR Euro	100	66	78	73	59	58	8.6%	-3.6%	-2.0%	-1.1%	-2.6%	-2.4%
CHF Swiss Franc	FXF	Currency: CHF Franc	100	79	88	81	72	73	10.2%	-0.2%	0.8%	0.5%	-0.4%	0.7%
JPY Japan Yen	FXY	Currency: JPY Yen	57	31	56	39	41	57	-5.0%	-10.6%	-5.8%	-5.3%	-4.3%	-2.4%
Muni Hi Yield	HYD	Fixed Income	73	68	61	55	75		-1.9%	-2.3%	-0.9%	0.2%	3.1%
US Treas 7-10yr	IEF	Fixed Income	68	53	85	76	87	94	-3.8%	-6.6%	0.1%	-0.6%	1.2%	2.6%
US Corp Med 5-10y	IGIB	Fixed Income	89	64	88	85	92	97	1.8%	-3.7%	1.8%	1.4%	2.2%	3.3%
Intl Treas	IGOV	Fixed Income	68	30	59	50	58		-0.7%	-9.9%	-4.2%	-3.2%	-1.9%
MktVectors Intl Hi Yield	IHY	Fixed Income	100	61	74	73	78		9.7%	-2.8%	0.9%	1.7%	2.3%
MktVectors Intermed Muni	ITM	Fixed Income	92	72	89	83	96	97	1.6%	-2.4%	1.0%	0.7%	2.6%	3.2%
US Large Core	IWB	U.S. Equity: Lg / Mid	100	91	90	100	100	95	15.3%	9.8%	10.6%	12.6%	12.4%	10.7%
iSh Russell	IWC	U.S. Equity: Micro Cap	31	63	33	47	53	54	-4.9%	5.8%	0.7%	6.3%	6.6%	6.8%
iSh Russ 1000 Val	IWD	U.S. Equity: Lg Cap Val	91	100	76	83	93	81	8.4%	11.4%	7.0%	8.3%	9.0%	8.1%
iSh Russ 1000 Gro	IWF	U.S. Equity: Lg Cap Gro	100	74	97	100	100	100	21.7%	8.1%	13.6%	16.4%	15.4%	12.9%
iSh Russ 2000	IWM	U.S. Equity: Sm Cap	67	76	46	60	67	64	4.5%	8.0%	3.0%	7.6%	7.9%	8.0%
iSh Russ 2000 Val	IWN	U.S. Equity: Sm Cap Val	52	95	42	50	60	58	1.9%	13.3%	3.0%	6.7%	7.2%	7.1%
iSh Russell 2000	IWO	U.S. Equity: Sm Cap Gro	80	53	44	62	67	66	6.7%	2.6%	2.4%	8.0%	8.2%	8.5%
iSh US Mid Growth	IWP	U.S. Equity: Mid Cap Gro	100	60	72	89	96	82	13.0%	3.7%	7.8%	11.0%	10.8%	10.2%
iSh US Mid Core	IWR	U.S. Equity: Mid Cap	87	86	69	80	90	80	8.2%	9.1%	7.2%	9.4%	9.9%	9.6%
iSh US Mid Value	IWS	U.S. Equity: Mid Cap Val	74	96	61	66	80	73	5.5%	11.9%	5.9%	7.5%	8.7%	8.7%
iSh Russell 3000	IWV	U.S. Equity: Lg Cap	100	90	87	100	100	92	14.5%	9.6%	10.1%	12.3%	12.0%	10.5%
iShares Real Estate	IYR	U.S. Real Estate	25	62	56	50	71	48	-6.7%	3.8%	3.1%	3.5%	6.6%	5.8%
US Hi Yield	JNK	Fixed Income	100	76	83	85	87	83	6.3%	0.5%	2.1%	2.9%	2.9%	4.8%
US Mort Backed	MBB	Fixed Income	75	66	87	85	93	99	-2.2%	-4.2%	-0.3%	-0.3%	1.0%	2.0%
PwrSh Emerg Mkt Sov Debt	PCY	Fixed Income: Aggregate	100	33	52	39	62	67	10.0%	-6.6%	-1.1%	-1.4%	2.0%	3.8%
PowerShares QQQ	QQQ	U.S. Equity: Lg Cap Gro	100	73	100	100	100	100	27.2%	9.3%	16.0%	19.2%	18.5%	16.1%
Intl Dev Sm Cap	SCZ	Int'l Equity: Small Cap	90	61	51	60	68	58	9.9%	2.5%	1.5%	5.0%	5.6%	5.5%
iSh Treas 1-3y	SHY	Fixed Income: Short-Term	100	91	100	100	100	100	1.2%	-1.0%	0.9%	0.7%	0.7%	1.0%
S&P 500	SPY	U.S. Equity: Lg Cap	100	93	93	100	100	96	15.8%	10.5%	11.1%	12.9%	12.7%	10.8%
US Inflation Prot	TIP	Fixed Income	66	74	95	93	95	94	-3.7%	-1.7%	2.1%	1.7%	2.0%	2.6%
iShares Treas 20y+	TLT	Fixed Income: Long-Term	22	7	56	38	63	73	-11.0%	-14.1%	-2.3%	-3.0%	1.5%	3.0%
USD US Dollar indx	UUP	Currency: USD index	85	100	100	96	97	84	0.1%	5.4%	3.4%	2.6%	3.0%	1.5%
Vanguard Real Estate	VNQ	U.S. Real Estate	22	62	58	47	70	48	-7.3%	4.0%	3.4%	2.9%	6.7%	6.3%

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