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All Portfolios, ranked by Total 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.
    Total Return VizMetrics Score
Ingredient NameIDPeer GroupCategoryYear-to-dateJun 2020    1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
   Group average-9.7%3.0%-5.3%1.0%2.2%3.2%4.8%5.5% 455456656759
  
ACWI (Global)ACWIGlobal Asset ClassesInt'l Equity: Core-6.2%2.9%2.1%6.2%6.7%7.8%9.2%  5873799093 
U.S. Total Bond MarketAGGGlobal Asset ClassesFixed Income: Aggregate6.3%0.7%8.9%5.3%4.3%3.9%3.7%4.2% 97100100100100100
Alerian US MLPAMLPGlobal Asset ClassesEquity: MLP-38.6%-8.0%-44.6%-18.9%-13.4%-9.9%   0000  
ArgentinaARGTGlobal EquitiesSouth America-10.0%9.7%-25.4%-5.6%4.5%6.6%   00631  
T-Bill 1-3 MonthBILGlobal Asset ClassesFixed Income: Cash-like0.4%0.0%1.4%1.6%1.0%0.7%0.5%  8510010010099 
U.S. Total Bond MarketBNDGlobal Asset ClassesFixed Income: Aggregate6.4%0.7%9.1%5.5%4.4%4.0%3.8%4.4% 96100100100100100
CHN PRC RenminbiCYBGlobal Asset ClassesCurrency: CHN Renminbi-1.1%0.9%-1.0%1.2%-0.1%0.4%1.1%  7587808789 
AgricultureDBAGlobal Asset ClassesCommodities-18.4%-1.1%-17.2%-11.3%-9.9%-8.0%-5.3%  3427203332 
Industrial MetalsDBBGlobal Asset ClassesCommodities-8.9%4.7%-10.6%-5.4%-0.8%-2.2%-2.6%  4339484728 
OilDBOGlobal Asset ClassesCommodities-34.5%7.5%-29.2%-4.2%-13.4%-16.9%-11.4%  00000 
ChileECHGlobal EquitiesSouth America-24.4%5.5%-38.2%-14.2%-6.4%-8.8%-6.3%  00000 
iShares MSCIEEMGlobal Asset ClassesEquity: Emerging Mkts-10.4%6.6%-4.3%1.2%2.4%2.7%2.8%5.5% 445253605050
Intl Dev CoreEFAGlobal Asset ClassesInt'l Equity: Lg Cap-11.1%3.5%-5.0%0.6%2.0%3.8%5.8%4.0% 455659737456
iSh EAFE GrowthEFGGlobal Asset ClassesInt'l Equity: Lg Cap Gro-3.3%3.4%4.1%5.6%5.3%6.2%7.7%5.4% 667776868564
iSh EAFE ValueEFVGlobal Asset ClassesInt'l Equity: Lg Cap Val-18.9%3.3%-14.2%-4.6%-1.7%1.0%3.5%2.1% 243136565844
EqyptEGPTGlobal EquitiesMideast and Africa-19.2%5.4%-22.6%-3.9%-12.3%-4.8%-8.2%  215000 
IndonesiaEIDOGlobal EquitiesAsia and Australia-29.2%5.0%-29.9%-11.4%-3.5%-6.1%-1.5%  00204 
IsraelEISGlobal EquitiesMideast and Africa-9.5%-1.7%-3.1%-0.1%1.8%4.5%3.4%  4239456652 
iShares EmergEMBGlobal Asset ClassesFixed Income: Aggregate-2.9%3.0%0.8%3.4%4.8%4.8%5.3%  5774848991 
Emerg Mkt Hi YldEMHYGlobal Asset ClassesFixed Income-6.8%3.6%-4.5%0.8%4.0%4.0%   44617681  
New ZealandENZLGlobal EquitiesAsia and Australia-1.9%10.3%8.4%10.2%14.2%12.0%   638510098  
PhilippinesEPHEGlobal EquitiesAsia and Australia-21.2%7.8%-23.9%-8.5%-6.3%-3.0%   6141131  
PolandEPOLGlobal EquitiesEurope-20.4%2.4%-27.7%-9.9%-4.2%-3.0%-0.9%  0092411 
PeruEPUGlobal EquitiesSouth America-22.0%5.9%-21.2%-3.2%1.8%-0.6%0.8%  118262923 
RussiaERUSGlobal EquitiesEurope-20.8%-1.7%-9.0%10.9%8.3%2.2%   20645733  
AustraliaEWAGlobal EquitiesAsia and Australia-13.6%8.3%-11.5%0.6%2.8%2.4%5.0%5.4% 214348525143
CanadaEWCGlobal EquitiesNorth America-12.5%4.0%-7.4%1.2%1.6%2.0%2.6%4.4% 324647565348
SwedenEWDGlobal EquitiesEurope-5.3%3.2%2.3%0.5%2.9%4.1%6.8%6.5% 544856696751
GermanyEWGGlobal EquitiesEurope-6.8%6.2%-2.3%-1.5%1.6%3.5%6.1%5.2% 423946615744
Hong KongEWHGlobal EquitiesAsia and Australia-10.5%9.8%-15.1%0.3%2.1%5.4%7.0%6.9% 284948696760
ItalyEWIGlobal EquitiesEurope-17.5%8.3%-11.1%-1.6%-1.1%3.2%1.6%-1.5% 22272249228
JapanEWJGlobal EquitiesAsia and Australia-6.5%-0.1%2.6%2.5%3.1%4.5%5.8%3.5% 676869807861
BelgiumEWKGlobal EquitiesEurope-17.2%2.5%-8.9%-3.4%1.1%5.2%7.3%2.6% 343548737334
SwitzerlandEWLGlobal EquitiesEurope-2.6%3.4%5.4%6.5%5.8%6.8%9.3%8.0% 748884929580
MalaysiaEWMGlobal EquitiesAsia and Australia-9.7%2.6%-12.4%-3.2%-2.9%-4.6%0.7%5.1% 415236365066
NetherlandsEWNGlobal EquitiesEurope-2.8%7.1%7.1%6.3%7.2%8.9%9.0%  6370768879 
AustriaEWOGlobal EquitiesEurope-28.2%1.8%-24.3%-8.8%1.1%1.2%2.2%-0.5% 012940303
SpainEWPGlobal EquitiesEurope-22.3%3.4%-20.5%-9.3%-4.7%0.4%0.8%1.3% 101013422322
FranceEWQGlobal EquitiesEurope-15.6%6.4%-9.8%0.4%3.5%4.7%6.1%3.6% 304557686042
SingaporeEWSGlobal EquitiesAsia and Australia-21.4%4.1%-20.9%-3.5%-1.9%-0.7%2.1%5.4% 132926414347
TaiwanEWTGlobal EquitiesAsia and Australia-2.2%8.2%17.9%7.0%7.9%8.8%8.8%6.3% 847176868156
UKEWUGlobal EquitiesEurope-23.3%1.6%-17.7%-4.4%-2.9%-0.2%3.6%1.7% 183131505945
MexicoEWWGlobal EquitiesNorth America-28.9%0.3%-25.5%-14.2%-9.1%-7.9%-2.3%2.9% 0000923
S KoreaEWYGlobal EquitiesAsia and Australia-8.1%6.7%-2.5%-3.5%2.8%2.9%4.0%5.3% 442846544635
BrazilEWZGlobal EquitiesSouth America-38.7%7.1%-32.4%-3.0%-0.2%-3.3%-4.7%4.0% 000001
IndustrialsEXIGlobal SectorsIndustrials-13.5%2.7%-7.5%1.3%5.4%7.0%9.2%  3446637884 
S AfricaEZAGlobal EquitiesMideast and Africa-26.8%6.9%-27.8%-9.3%-7.1%-3.0%-0.1%3.5% 000121423
EMUEZUGlobal EquitiesEurope-13.0%4.9%-7.4%-1.2%1.7%4.0%5.2%3.1% 354149665638
iSh MSCI Frontier 100FMGlobal Asset ClassesInt'l Equity: Frontier-18.1%5.4%-15.6%-1.9%-0.9%    163232   
AUStraliaFXAGlobal Asset ClassesCurrency: AUS Dollar-1.8%3.5%-1.7%-3.0%-1.5%-3.0%-0.3%  6462635961 
GBP UK PoundFXBGlobal Asset ClassesCurrency: GBP Pound-6.6%0.3%-2.6%-1.8%-4.9%-3.2%-2.1%  6770496160 
CAN Canada DollarFXCGlobal Asset ClassesCurrency: CAN Dollar-4.3%1.4%-3.1%-1.1%-1.6%-3.5%-2.3%  6874675959 
EUR EuroFXEGlobal Asset ClassesCurrency: EUR Euro-0.3%1.2%-2.1%-1.4%-0.6%-2.8%-1.4%  7377766663 
CHF Swiss FrancFXFGlobal Asset ClassesCurrency: CHF Franc1.7%1.4%2.0%-0.7%-1.4%-1.0%0.5%  8178717471 
JPY Japan YenFXYGlobal Asset ClassesCurrency: JPY Yen0.3%-0.1%-0.7%0.8%2.0%-1.7%-2.4%  7786816758 
GreeceGREKGlobal EquitiesEurope-34.5%2.0%-29.4%-11.1%-6.1%-10.0%   0000  
Muni Hi YieldHYDGlobal Asset ClassesFixed Income-5.7%3.0%-3.4%2.6%4.1%4.2%4.6%  4162707881 
Clean EnergyICLNGlobal SectorsClean Energy7.0%5.5%19.0%15.6%4.8%7.8%1.1%  6383466616 
US Treas 7-10yrIEFGlobal Asset ClassesFixed Income11.2%0.0%12.6%6.7%5.0%4.5%4.6%5.1% 100100100100100100
InfrastructureIGFGlobal SectorsInfrastructure-19.2%-0.9%-14.8%-1.5%1.5%4.0%6.0%  1838496875 
US Corp Med 5-10yIGIBGlobal Asset ClassesFixed Income5.6%2.2%9.6%6.6%5.1%4.5%4.5%  84100100100100 
Intl TreasIGOVGlobal Asset ClassesFixed Income1.5%1.3%0.3%2.3%2.8%1.3%1.8%  7791908581 
MktVectors Intl Hi YieldIHYGlobal Asset ClassesFixed Income-3.4%2.9%-0.1%2.7%4.1%3.9%   58758488  
IndiaINDYGlobal EquitiesAsia and Australia-19.9%7.2%-19.4%-2.3%1.1%5.3%2.3%  424315431 
MktVectors Intermed MuniITMGlobal Asset ClassesFixed Income2.4%0.7%4.5%4.3%4.1%4.4%4.2%  80979710099 
US Large CoreIWBGlobal Asset ClassesU.S. Equity: Lg / Mid-2.9%2.3%7.4%10.5%10.3%11.8%13.8%8.8% 65859210010085
iSh RussellIWCGlobal Asset ClassesU.S. Equity: Micro Cap-11.7%5.8%-5.0%0.6%2.7%6.5%9.8%5.2% 273237627448
iSh Russ 1000 ValIWDGlobal Asset ClassesU.S. Equity: Lg Cap Val-16.3%-0.7%-8.8%1.6%4.5%6.9%10.2%6.1% 335164829670
iSh Russ 1000 GroIWFGlobal Asset ClassesU.S. Equity: Lg Cap Gro9.6%4.3%23.2%18.7%15.6%16.4%17.0%11.1% 9710010010010097
iSh Russ 2000IWMGlobal Asset ClassesU.S. Equity: Sm Cap-13.0%3.4%-6.6%2.0%4.3%7.2%10.5%7.0% 293948698161
iSh Russ 2000 ValIWNGlobal Asset ClassesU.S. Equity: Sm Cap Val-23.4%2.8%-17.4%-4.4%1.2%3.9%7.7%4.9% 81533546750
iSh Russell 2000IWOGlobal Asset ClassesU.S. Equity: Sm Cap Gro-3.1%3.9%3.8%7.9%6.9%10.1%13.0%8.9% 496058809168
iSh US Mid GrowthIWPGlobal Asset ClassesU.S. Equity: Mid Cap Gro4.0%2.4%11.6%14.5%11.3%13.0%14.8%10.1% 69939110010082
iSh US Mid CoreIWRGlobal Asset ClassesU.S. Equity: Mid Cap-9.3%1.6%-2.4%5.6%6.6%9.2%12.2%8.3% 4059678710074
iSh US Mid ValueIWSGlobal Asset ClassesU.S. Equity: Mid Cap Val-18.1%1.1%-11.9%-0.7%3.1%6.4%10.1%6.8% 203449728865
iSh Russell 3000IWVGlobal Asset ClassesU.S. Equity: Lg Cap-3.7%2.3%6.3%9.8%9.8%11.4%13.5%8.6% 63828910010083
EnergyIXCGlobal SectorsEnergy-35.4%-0.9%-35.6%-10.3%-7.3%-5.8%-0.8%0.3% 00072023
FinancialsIXGGlobal SectorsFinancials-23.0%3.1%-16.4%-3.6%0.8%3.7%5.7%1.2% 162838606025
HealthcareIXJGlobal SectorsHealthcare0.8%-1.2%13.1%9.8%6.8%11.1%13.7%9.0% 90978410010095
TechnologyIXNGlobal SectorsTechnology12.4%7.2%32.5%22.8%21.0%20.2%18.1%12.1% 10010010010010092
TelecomIXPGlobal SectorsTelecommunications0.8%2.5%9.0%4.7%3.1%5.0%7.3%5.8% 747268819075
iShares Real EstateIYRGlobal Asset ClassesU.S. Real Estate-14.8%2.5%-7.6%2.7%5.7%6.2%9.2%5.6% 325467768746
US Hi YieldJNKGlobal Asset ClassesFixed Income-5.4%-0.3%-1.9%2.1%3.1%3.4%5.4%  6078849096 
Global UtilitiesJXIGlobal SectorsUtilities-8.3%-1.3%0.3%6.1%7.4%7.2%6.9%  5781889189 
Consumer StaplesKXIGlobal SectorsConsumer Staples-5.7%0.8%0.5%2.9%5.3%6.2%9.5%  65748390100 
US Mort BackedMBBGlobal Asset ClassesFixed Income3.5%-0.2%5.5%3.8%3.1%3.1%2.8%  92100100100100 
ChinaMCHIGlobal EquitiesAsia and Australia2.5%7.7%11.5%7.8%4.8%8.8%   82695275  
MaterialsMXIGlobal SectorsMaterials-6.6%4.5%-2.2%4.1%4.9%4.8%4.2%  4660596754 
NorwayNORWGlobal EquitiesEurope-22.8%2.1%-20.2%-2.1%-1.2%-1.9%   3242530  
PwrSh Emerg Mkt Sov DebtPCYGlobal Asset ClassesFixed Income: Aggregate-7.0%4.5%-2.9%2.0%4.5%4.8%5.4%  4664768486 
PowerShares QQQQQQGlobal Asset ClassesU.S. Equity: Lg Cap Gro16.9%6.3%33.7%22.6%19.4%20.7%20.4%14.5% 100100100100100100
Consumer DiscretionaryRXIGlobal SectorsConsumer Discretionary-5.2%2.7%1.3%7.8%6.9%9.3%12.8%  51707289100 
Intl Dev Sm CapSCZGlobal Asset ClassesInt'l Equity: Small Cap-13.0%2.0%-3.7%0.4%3.8%6.4%8.2%  4047607881 
iSh Treas 1-3ySHYGlobal Asset ClassesFixed Income: Short-Term2.9%0.0%4.0%2.6%1.7%1.4%1.2%2.2% 89100100100100100
US Equity: Russell 3000SPTMGlobal EquitiesNorth America-4.1%2.0%5.9%9.9%10.0%11.6%13.6%8.7% 63839010010083
S&P 500SPYGlobal Asset ClassesU.S. Equity: Lg Cap-3.2%1.8%7.4%10.6%10.6%12.0%13.8%8.7% 67869510010086
ThailandTHDGlobal EquitiesAsia and Australia-17.9%2.3%-24.1%-0.8%1.5%1.1%7.1%  636424657 
US Inflation ProtTIPGlobal Asset ClassesFixed Income6.0%1.0%8.3%5.0%3.7%2.9%3.4%3.9% 931001001009997
iShares Treas 20y+ TLTGlobal Asset ClassesFixed Income: Long-Term21.9%0.3%25.9%12.0%9.5%8.5%7.8%7.1% 10010010010010092
TurkeyTURGlobal EquitiesMideast and Africa-14.3%7.5%-1.4%-15.5%-10.3%-10.5%-5.8%  290000 
USD US Dollar indxUUPGlobal Asset ClassesCurrency: USD index1.3%-1.1%3.4%2.8%1.4%2.5%0.7%  8392869278 
VietnamVNMGlobal EquitiesAsia and Australia-15.9%-1.9%-15.4%-2.5%-4.6%-2.5%-4.2%  132410261 
Vanguard Real EstateVNQGlobal Asset ClassesU.S. Real Estate-13.9%2.4%-6.9%2.2%5.4%6.2%9.7%6.6% 355366758848
Timber & ForestryWOODGlobal SectorsTimber and Forestry-16.5%3.5%-6.5%-1.4%3.0%4.8%6.2%  3731416061