All Portfolios, ranked by Historical Return
for period ending June 30, 2020
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 | Peer Group | Category | 2015 | 2016 | 2017 | 2018 | 2019 | 1 year | 3 year | 5 year | 7 year | 10 year | 15 year |
|---|
| | | | Group average | -6.8% | 7.5% | 20.3% | -9.9% | 18.0% | | -5.3% | 1.0% | 2.2% | 3.2% | 4.8% | 5.5% |
| | |
| ACWI (Global) | ACWI | Global Asset Classes | Int'l Equity: Core | -2.2% | 8.4% | 24.3% | -9.1% | 26.6% | | 2.1% | 6.2% | 6.7% | 7.8% | 9.2% | |
| U.S. Total Bond Market | AGG | Global Asset Classes | Fixed Income: Aggregate | 0.5% | 2.4% | 3.6% | 0.1% | 8.5% | | 8.9% | 5.3% | 4.3% | 3.9% | 3.7% | 4.2% |
| Alerian US MLP | AMLP | Global Asset Classes | Equity: MLP | -25.7% | 14.8% | -7.9% | -12.6% | 6.0% | | -44.6% | -18.9% | -13.4% | -9.9% | | |
| Argentina | ARGT | Global Equities | South America | -2.8% | 28.0% | 53.9% | -32.6% | 14.5% | | -25.4% | -5.6% | 4.5% | 6.6% | | |
| T-Bill 1-3 Month | BIL | Global Asset Classes | Fixed Income: Cash-like | -0.1% | 0.1% | 0.6% | 1.8% | 2.2% | | 1.4% | 1.6% | 1.0% | 0.7% | 0.5% | |
| U.S. Total Bond Market | BND | Global Asset Classes | Fixed Income: Aggregate | 0.6% | 2.5% | 3.5% | 0.1% | 8.8% | | 9.1% | 5.5% | 4.4% | 4.0% | 3.8% | 4.4% |
| CHN PRC Renminbi | CYB | Global Asset Classes | Currency: CHN Renminbi | -3.3% | -4.3% | 12.1% | -2.6% | 1.8% | | -1.0% | 1.2% | -0.1% | 0.4% | 1.1% | |
| Agriculture | DBA | Global Asset Classes | Commodities | -17.2% | -3.1% | -6.1% | -8.7% | -0.7% | | -17.2% | -11.3% | -9.9% | -8.0% | -5.3% | |
| Industrial Metals | DBB | Global Asset Classes | Commodities | -25.3% | 25.6% | 30.1% | -20.7% | -1.2% | | -10.6% | -5.4% | -0.8% | -2.2% | -2.6% | |
| Oil | DBO | Global Asset Classes | Commodities | -42.4% | 7.0% | 4.9% | -16.6% | 28.0% | | -29.2% | -4.2% | -13.4% | -16.9% | -11.4% | |
| Chile | ECH | Global Equities | South America | -18.5% | 19.5% | 41.8% | -19.0% | -17.8% | | -38.2% | -14.2% | -6.4% | -8.8% | -6.3% | |
| iShares MSCI | EEM | Global Asset Classes | Equity: Emerging Mkts | -16.2% | 10.9% | 37.3% | -15.3% | 18.2% | | -4.3% | 1.2% | 2.4% | 2.7% | 2.8% | 5.5% |
| Intl Dev Core | EFA | Global Asset Classes | Int'l Equity: Lg Cap | -1.0% | 1.4% | 25.1% | -13.8% | 22.0% | | -5.0% | 0.6% | 2.0% | 3.8% | 5.8% | 4.0% |
| iSh EAFE Growth | EFG | Global Asset Classes | Int'l Equity: Lg Cap Gro | 3.7% | -3.1% | 28.9% | -12.9% | 27.5% | | 4.1% | 5.6% | 5.3% | 6.2% | 7.7% | 5.4% |
| iSh EAFE Value | EFV | Global Asset Classes | Int'l Equity: Lg Cap Val | -5.9% | 5.1% | 21.2% | -14.6% | 15.8% | | -14.2% | -4.6% | -1.7% | 1.0% | 3.5% | 2.1% |
| Eqypt | EGPT | Global Equities | Mideast and Africa | -33.4% | -30.9% | 24.8% | -13.2% | 6.8% | | -22.6% | -3.9% | -12.3% | -4.8% | -8.2% | |
| Indonesia | EIDO | Global Equities | Asia and Australia | -22.8% | 17.0% | 19.4% | -10.9% | 5.3% | | -29.9% | -11.4% | -3.5% | -6.1% | -1.5% | |
| Israel | EIS | Global Equities | Mideast and Africa | 7.8% | -4.0% | 12.8% | -4.8% | 20.9% | | -3.1% | -0.1% | 1.8% | 4.5% | 3.4% | |
| iShares Emerg | EMB | Global Asset Classes | Fixed Income: Aggregate | 1.0% | 9.3% | 10.3% | -5.5% | 15.5% | | 0.8% | 3.4% | 4.8% | 4.8% | 5.3% | |
| Emerg Mkt Hi Yld | EMHY | Global Asset Classes | Fixed Income | 2.0% | 15.3% | 8.2% | -5.2% | 13.0% | | -4.5% | 0.8% | 4.0% | 4.0% | | |
| New Zealand | ENZL | Global Equities | Asia and Australia | -2.0% | 11.1% | 24.1% | 0.4% | 30.1% | | 8.4% | 10.2% | 14.2% | 12.0% | | |
| Philippines | EPHE | Global Equities | Asia and Australia | -10.8% | -3.3% | 20.2% | -17.5% | 8.5% | | -23.9% | -8.5% | -6.3% | -3.0% | | |
| Poland | EPOL | Global Equities | Europe | -23.2% | 2.4% | 52.4% | -13.8% | -6.1% | | -27.7% | -9.9% | -4.2% | -3.0% | -0.9% | |
| Peru | EPU | Global Equities | South America | -35.9% | 64.0% | 29.7% | -12.2% | 7.3% | | -21.2% | -3.2% | 1.8% | -0.6% | 0.8% | |
| Russia | ERUS | Global Equities | Europe | 0.7% | 54.6% | 3.9% | -3.9% | 49.3% | | -9.0% | 10.9% | 8.3% | 2.2% | | |
| Australia | EWA | Global Equities | Asia and Australia | -10.0% | 11.1% | 19.9% | -12.0% | 22.4% | | -11.5% | 0.6% | 2.8% | 2.4% | 5.0% | 5.4% |
| Canada | EWC | Global Equities | North America | -23.9% | 23.8% | 15.7% | -17.2% | 27.6% | | -7.4% | 1.2% | 1.6% | 2.0% | 2.6% | 4.4% |
| Sweden | EWD | Global Equities | Europe | -4.5% | 2.4% | 21.9% | -12.8% | 21.7% | | 2.3% | 0.5% | 2.9% | 4.1% | 6.8% | 6.5% |
| Germany | EWG | Global Equities | Europe | -2.8% | 3.6% | 27.4% | -21.4% | 19.2% | | -2.3% | -1.5% | 1.6% | 3.5% | 6.1% | 5.2% |
| Hong Kong | EWH | Global Equities | Asia and Australia | -1.2% | 1.3% | 36.5% | -8.7% | 10.7% | | -15.1% | 0.3% | 2.1% | 5.4% | 7.0% | 6.9% |
| Italy | EWI | Global Equities | Europe | 3.1% | -8.6% | 28.7% | -17.2% | 26.9% | | -11.1% | -1.6% | -1.1% | 3.2% | 1.6% | -1.5% |
| Japan | EWJ | Global Equities | Asia and Australia | 9.2% | 2.8% | 24.3% | -14.1% | 19.3% | | 2.6% | 2.5% | 3.1% | 4.5% | 5.8% | 3.5% |
| Belgium | EWK | Global Equities | Europe | 13.8% | -1.4% | 23.7% | -20.4% | 25.9% | | -8.9% | -3.4% | 1.1% | 5.2% | 7.3% | 2.6% |
| Switzerland | EWL | Global Equities | Europe | 0.3% | -2.5% | 23.4% | -9.2% | 31.5% | | 5.4% | 6.5% | 5.8% | 6.8% | 9.3% | 8.0% |
| Malaysia | EWM | Global Equities | Asia and Australia | -21.0% | -4.0% | 24.3% | -6.3% | -1.4% | | -12.4% | -3.2% | -2.9% | -4.6% | 0.7% | 5.1% |
| Netherlands | EWN | Global Equities | Europe | 1.5% | 4.1% | 33.8% | -15.4% | 32.4% | | 7.1% | 6.3% | 7.2% | 8.9% | 9.0% | |
| Austria | EWO | Global Equities | Europe | 4.6% | 7.9% | 52.5% | -22.9% | 17.1% | | -24.3% | -8.8% | 1.1% | 1.2% | 2.2% | -0.5% |
| Spain | EWP | Global Equities | Europe | -15.5% | -1.8% | 27.0% | -15.3% | 11.9% | | -20.5% | -9.3% | -4.7% | 0.4% | 0.8% | 1.3% |
| France | EWQ | Global Equities | Europe | 0.2% | 4.9% | 29.1% | -12.9% | 26.6% | | -9.8% | 0.4% | 3.5% | 4.7% | 6.1% | 3.6% |
| Singapore | EWS | Global Equities | Asia and Australia | -18.3% | 0.7% | 34.8% | -11.3% | 14.5% | | -20.9% | -3.5% | -1.9% | -0.7% | 2.1% | 5.4% |
| Taiwan | EWT | Global Equities | Asia and Australia | -12.9% | 17.7% | 26.8% | -9.9% | 33.3% | | 17.9% | 7.0% | 7.9% | 8.8% | 8.8% | 6.3% |
| UK | EWU | Global Equities | Europe | -7.0% | -1.2% | 21.6% | -14.3% | 21.2% | | -17.7% | -4.4% | -2.9% | -0.2% | 3.6% | 1.7% |
| Mexico | EWW | Global Equities | North America | -14.2% | -10.3% | 14.5% | -14.6% | 12.6% | | -25.5% | -14.2% | -9.1% | -7.9% | -2.3% | 2.9% |
| S Korea | EWY | Global Equities | Asia and Australia | -8.0% | 8.4% | 45.0% | -20.4% | 7.9% | | -2.5% | -3.5% | 2.8% | 2.9% | 4.0% | 5.3% |
| Brazil | EWZ | Global Equities | South America | -41.7% | 64.5% | 23.7% | -2.6% | 27.7% | | -32.4% | -3.0% | -0.2% | -3.3% | -4.7% | 4.0% |
| Industrials | EXI | Global Sectors | Industrials | -2.3% | 13.5% | 25.2% | -14.4% | 27.1% | | -7.5% | 1.3% | 5.4% | 7.0% | 9.2% | |
| S Africa | EZA | Global Equities | Mideast and Africa | -26.0% | 16.8% | 36.0% | -25.2% | 9.6% | | -27.8% | -9.3% | -7.1% | -3.0% | -0.1% | 3.5% |
| EMU | EZU | Global Equities | Europe | -1.6% | 1.9% | 27.9% | -16.7% | 23.2% | | -7.4% | -1.2% | 1.7% | 4.0% | 5.2% | 3.1% |
| iSh MSCI Frontier 100 | FM | Global Asset Classes | Int'l Equity: Frontier | -17.2% | 2.0% | 36.2% | -17.9% | 19.9% | | -15.6% | -1.9% | -0.9% | | | |
| AUStralia | FXA | Global Asset Classes | Currency: AUS Dollar | -9.4% | -0.1% | 9.1% | -8.8% | 0.1% | | -1.7% | -3.0% | -1.5% | -3.0% | -0.3% | |
| GBP UK Pound | FXB | Global Asset Classes | Currency: GBP Pound | -5.7% | -16.7% | 9.1% | -5.8% | 3.9% | | -2.6% | -1.8% | -4.9% | -3.2% | -2.1% | |
| CAN Canada Dollar | FXC | Global Asset Classes | Currency: CAN Dollar | -16.2% | 2.7% | 6.7% | -7.6% | 6.0% | | -3.1% | -1.1% | -1.6% | -3.5% | -2.3% | |
| EUR Euro | FXE | Global Asset Classes | Currency: EUR Euro | -10.7% | -3.9% | 13.1% | -5.3% | -2.9% | | -2.1% | -1.4% | -0.6% | -2.8% | -1.4% | |
| CHF Swiss Franc | FXF | Global Asset Classes | Currency: CHF Franc | -1.8% | -2.7% | 3.3% | -2.0% | 0.3% | | 2.0% | -0.7% | -1.4% | -1.0% | 0.5% | |
| JPY Japan Yen | FXY | Global Asset Classes | Currency: JPY Yen | -0.7% | 2.3% | 3.2% | 2.3% | 0.4% | | -0.7% | 0.8% | 2.0% | -1.7% | -2.4% | |
| Greece | GREK | Global Equities | Europe | -39.7% | -0.2% | 34.8% | -31.2% | 50.2% | | -29.4% | -11.1% | -6.1% | -10.0% | | |
| Muni Hi Yield | HYD | Global Asset Classes | Fixed Income | 5.1% | 0.4% | 9.8% | 1.8% | 8.6% | | -3.4% | 2.6% | 4.1% | 4.2% | 4.6% | |
| Clean Energy | ICLN | Global Sectors | Clean Energy | 3.8% | -16.9% | 21.5% | -9.0% | 44.3% | | 19.0% | 15.6% | 4.8% | 7.8% | 1.1% | |
| US Treas 7-10yr | IEF | Global Asset Classes | Fixed Income | 1.5% | 1.0% | 2.6% | 1.0% | 8.0% | | 12.6% | 6.7% | 5.0% | 4.5% | 4.6% | 5.1% |
| Infrastructure | IGF | Global Sectors | Infrastructure | -12.1% | 9.3% | 19.3% | -9.9% | 25.8% | | -14.8% | -1.5% | 1.5% | 4.0% | 6.0% | |
| US Corp Med 5-10y | IGIB | Global Asset Classes | Fixed Income | 0.6% | 3.3% | 3.3% | -0.7% | 14.6% | | 9.6% | 6.6% | 5.1% | 4.5% | 4.5% | |
| Intl Treas | IGOV | Global Asset Classes | Fixed Income | -7.2% | 0.9% | 11.3% | -2.6% | 3.8% | | 0.3% | 2.3% | 2.8% | 1.3% | 1.8% | |
| MktVectors Intl Hi Yield | IHY | Global Asset Classes | Fixed Income | -3.2% | 11.4% | 12.5% | -4.5% | 12.3% | | -0.1% | 2.7% | 4.1% | 3.9% | | |
| India | INDY | Global Equities | Asia and Australia | -8.6% | 1.0% | 36.1% | -4.3% | 10.0% | | -19.4% | -2.3% | 1.1% | 5.3% | 2.3% | |
| MktVectors Intermed Muni | ITM | Global Asset Classes | Fixed Income | 3.6% | -1.1% | 6.1% | 0.8% | 7.8% | | 4.5% | 4.3% | 4.1% | 4.4% | 4.2% | |
| US Large Core | IWB | Global Asset Classes | U.S. Equity: Lg / Mid | 0.8% | 12.0% | 21.5% | -4.9% | 31.1% | | 7.4% | 10.5% | 10.3% | 11.8% | 13.8% | 8.8% |
| iSh Russell | IWC | Global Asset Classes | U.S. Equity: Micro Cap | -5.0% | 20.6% | 12.8% | -13.1% | 22.2% | | -5.0% | 0.6% | 2.7% | 6.5% | 9.8% | 5.2% |
| iSh Russ 1000 Val | IWD | Global Asset Classes | U.S. Equity: Lg Cap Val | -4.0% | 17.3% | 13.5% | -8.4% | 26.1% | | -8.8% | 1.6% | 4.5% | 6.9% | 10.2% | 6.1% |
| iSh Russ 1000 Gro | IWF | Global Asset Classes | U.S. Equity: Lg Cap Gro | 5.5% | 7.0% | 30.0% | -1.7% | 35.9% | | 23.2% | 18.7% | 15.6% | 16.4% | 17.0% | 11.1% |
| iSh Russ 2000 | IWM | Global Asset Classes | U.S. Equity: Sm Cap | -4.5% | 21.6% | 14.6% | -11.1% | 25.4% | | -6.6% | 2.0% | 4.3% | 7.2% | 10.5% | 7.0% |
| iSh Russ 2000 Val | IWN | Global Asset Classes | U.S. Equity: Sm Cap Val | -7.7% | 32.0% | 7.7% | -13.0% | 22.0% | | -17.4% | -4.4% | 1.2% | 3.9% | 7.7% | 4.9% |
| iSh Russell 2000 | IWO | Global Asset Classes | U.S. Equity: Sm Cap Gro | -1.3% | 11.7% | 22.3% | -9.4% | 28.5% | | 3.8% | 7.9% | 6.9% | 10.1% | 13.0% | 8.9% |
| iSh US Mid Growth | IWP | Global Asset Classes | U.S. Equity: Mid Cap Gro | -0.5% | 7.2% | 24.9% | -4.9% | 35.0% | | 11.6% | 14.5% | 11.3% | 13.0% | 14.8% | 10.1% |
| iSh US Mid Core | IWR | Global Asset Classes | U.S. Equity: Mid Cap | -2.6% | 13.7% | 18.3% | -9.1% | 30.2% | | -2.4% | 5.6% | 6.6% | 9.2% | 12.2% | 8.3% |
| iSh US Mid Value | IWS | Global Asset Classes | U.S. Equity: Mid Cap Val | -5.0% | 19.8% | 13.1% | -12.4% | 26.7% | | -11.9% | -0.7% | 3.1% | 6.4% | 10.1% | 6.8% |
| iSh Russell 3000 | IWV | Global Asset Classes | U.S. Equity: Lg Cap | 0.3% | 12.6% | 21.0% | -5.4% | 30.7% | | 6.3% | 9.8% | 9.8% | 11.4% | 13.5% | 8.6% |
| Energy | IXC | Global Sectors | Energy | -22.0% | 27.9% | 5.5% | -14.8% | 12.6% | | -35.6% | -10.3% | -7.3% | -5.8% | -0.8% | 0.3% |
| Financials | IXG | Global Sectors | Financials | -3.6% | 11.7% | 23.8% | -16.3% | 24.6% | | -16.4% | -3.6% | 0.8% | 3.7% | 5.7% | 1.2% |
| Healthcare | IXJ | Global Sectors | Healthcare | 6.0% | -6.0% | 20.4% | 2.8% | 23.2% | | 13.1% | 9.8% | 6.8% | 11.1% | 13.7% | 9.0% |
| Technology | IXN | Global Sectors | Technology | 3.9% | 13.9% | 41.2% | -5.4% | 47.9% | | 32.5% | 22.8% | 21.0% | 20.2% | 18.1% | 12.1% |
| Telecom | IXP | Global Sectors | Telecommunications | -0.1% | 5.5% | 6.7% | -13.7% | 25.2% | | 9.0% | 4.7% | 3.1% | 5.0% | 7.3% | 5.8% |
| iShares Real Estate | IYR | Global Asset Classes | U.S. Real Estate | 1.6% | 7.0% | 9.3% | -4.3% | 28.2% | | -7.6% | 2.7% | 5.7% | 6.2% | 9.2% | 5.6% |
| US Hi Yield | JNK | Global Asset Classes | Fixed Income | -6.8% | 14.4% | 6.0% | -3.3% | 14.9% | | -1.9% | 2.1% | 3.1% | 3.4% | 5.4% | |
| Global Utilities | JXI | Global Sectors | Utilities | -7.1% | 6.3% | 14.8% | 2.3% | 23.9% | | 0.3% | 6.1% | 7.4% | 7.2% | 6.9% | |
| Consumer Staples | KXI | Global Sectors | Consumer Staples | 6.1% | 1.2% | 17.6% | -10.7% | 23.4% | | 0.5% | 2.9% | 5.3% | 6.2% | 9.5% | |
| US Mort Backed | MBB | Global Asset Classes | Fixed Income | 1.1% | 1.3% | 2.5% | 0.8% | 6.2% | | 5.5% | 3.8% | 3.1% | 3.1% | 2.8% | |
| China | MCHI | Global Equities | Asia and Australia | -9.0% | -0.3% | 54.7% | -19.8% | 23.7% | | 11.5% | 7.8% | 4.8% | 8.8% | | |
| Materials | MXI | Global Sectors | Materials | -16.9% | 23.5% | 30.3% | -16.0% | 22.2% | | -2.2% | 4.1% | 4.9% | 4.8% | 4.2% | |
| Norway | NORW | Global Equities | Europe | -15.7% | 17.3% | 22.4% | -8.0% | 12.5% | | -20.2% | -2.1% | -1.2% | -1.9% | | |
| PwrSh Emerg Mkt Sov Debt | PCY | Global Asset Classes | Fixed Income: Aggregate | 2.3% | 8.9% | 9.7% | -6.2% | 17.7% | | -2.9% | 2.0% | 4.5% | 4.8% | 5.4% | |
| PowerShares QQQ | QQQ | Global Asset Classes | U.S. Equity: Lg Cap Gro | 9.4% | 7.1% | 32.7% | -0.1% | 39.0% | | 33.7% | 22.6% | 19.4% | 20.7% | 20.4% | 14.5% |
| Consumer Discretionary | RXI | Global Sectors | Consumer Discretionary | 5.8% | 3.1% | 22.9% | -6.3% | 26.8% | | 1.3% | 7.8% | 6.9% | 9.3% | 12.8% | |
| Intl Dev Sm Cap | SCZ | Global Asset Classes | Int'l Equity: Small Cap | 9.1% | 2.6% | 32.7% | -17.3% | 24.6% | | -3.7% | 0.4% | 3.8% | 6.4% | 8.2% | |
| iSh Treas 1-3y | SHY | Global Asset Classes | Fixed Income: Short-Term | 0.4% | 0.8% | 0.3% | 1.5% | 3.4% | | 4.0% | 2.6% | 1.7% | 1.4% | 1.2% | 2.2% |
| US Equity: Russell 3000 | SPTM | Global Equities | North America | 0.2% | 12.2% | 21.2% | -5.3% | 31.3% | | 5.9% | 9.9% | 10.0% | 11.6% | 13.6% | 8.7% |
| S&P 500 | SPY | Global Asset Classes | U.S. Equity: Lg Cap | 1.3% | 12.0% | 21.7% | -4.6% | 31.2% | | 7.4% | 10.6% | 10.6% | 12.0% | 13.8% | 8.7% |
| Thailand | THD | Global Equities | Asia and Australia | -22.0% | 26.3% | 31.5% | -8.2% | 8.3% | | -24.1% | -0.8% | 1.5% | 1.1% | 7.1% | |
| US Inflation Prot | TIP | Global Asset Classes | Fixed Income | -1.8% | 4.7% | 2.9% | -1.4% | 8.3% | | 8.3% | 5.0% | 3.7% | 2.9% | 3.4% | 3.9% |
| iShares Treas 20y+ | TLT | Global Asset Classes | Fixed Income: Long-Term | -1.8% | 1.2% | 9.0% | -1.6% | 14.1% | | 25.9% | 12.0% | 9.5% | 8.5% | 7.8% | 7.1% |
| Turkey | TUR | Global Equities | Mideast and Africa | -31.4% | -8.6% | 37.6% | -41.5% | 14.4% | | -1.4% | -15.5% | -10.3% | -10.5% | -5.8% | |
| USD US Dollar indx | UUP | Global Asset Classes | Currency: USD index | 7.0% | 3.2% | -9.1% | 5.9% | 4.1% | | 3.4% | 2.8% | 1.4% | 2.5% | 0.7% | |
| Vietnam | VNM | Global Equities | Asia and Australia | -20.1% | -9.7% | 38.8% | -16.7% | 9.3% | | -15.4% | -2.5% | -4.6% | -2.5% | -4.2% | |
| Vanguard Real Estate | VNQ | Global Asset Classes | U.S. Real Estate | 2.4% | 8.6% | 4.9% | -6.0% | 28.9% | | -6.9% | 2.2% | 5.4% | 6.2% | 9.7% | 6.6% |
| Timber & Forestry | WOOD | Global Sectors | Timber and Forestry | -8.0% | 14.3% | 34.5% | -17.7% | 19.8% | | -6.5% | -1.4% | 3.0% | 4.8% | 6.2% | |
