VizMetrics Inc. - Better visibility. Better results.

All Portfolios, ranked by VizMetrics Score

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.
    VizMetrics Score Total Return, annualized
Ingredient NameIDPeer GroupCategory1 year3 year5 year7 year10 year15 year 1 year3 year5 year7 year10 year15 year
   Group average455456656759 -5.3%1.0%2.2%3.2%4.8%5.5%
  
ACWI (Global)ACWIGlobal Asset ClassesInt'l Equity: Core5873799093  2.1%6.2%6.7%7.8%9.2% 
U.S. Total Bond MarketAGGGlobal Asset ClassesFixed Income: Aggregate97100100100100100 8.9%5.3%4.3%3.9%3.7%4.2%
Alerian US MLPAMLPGlobal Asset ClassesEquity: MLP0000   -44.6%-18.9%-13.4%-9.9%  
ArgentinaARGTGlobal EquitiesSouth America00631   -25.4%-5.6%4.5%6.6%  
T-Bill 1-3 MonthBILGlobal Asset ClassesFixed Income: Cash-like8510010010099  1.4%1.6%1.0%0.7%0.5% 
U.S. Total Bond MarketBNDGlobal Asset ClassesFixed Income: Aggregate96100100100100100 9.1%5.5%4.4%4.0%3.8%4.4%
CHN PRC RenminbiCYBGlobal Asset ClassesCurrency: CHN Renminbi7587808789  -1.0%1.2%-0.1%0.4%1.1% 
AgricultureDBAGlobal Asset ClassesCommodities3427203332  -17.2%-11.3%-9.9%-8.0%-5.3% 
Industrial MetalsDBBGlobal Asset ClassesCommodities4339484728  -10.6%-5.4%-0.8%-2.2%-2.6% 
OilDBOGlobal Asset ClassesCommodities00000  -29.2%-4.2%-13.4%-16.9%-11.4% 
ChileECHGlobal EquitiesSouth America00000  -38.2%-14.2%-6.4%-8.8%-6.3% 
iShares MSCIEEMGlobal Asset ClassesEquity: Emerging Mkts445253605050 -4.3%1.2%2.4%2.7%2.8%5.5%
Intl Dev CoreEFAGlobal Asset ClassesInt'l Equity: Lg Cap455659737456 -5.0%0.6%2.0%3.8%5.8%4.0%
iSh EAFE GrowthEFGGlobal Asset ClassesInt'l Equity: Lg Cap Gro667776868564 4.1%5.6%5.3%6.2%7.7%5.4%
iSh EAFE ValueEFVGlobal Asset ClassesInt'l Equity: Lg Cap Val243136565844 -14.2%-4.6%-1.7%1.0%3.5%2.1%
EqyptEGPTGlobal EquitiesMideast and Africa215000  -22.6%-3.9%-12.3%-4.8%-8.2% 
IndonesiaEIDOGlobal EquitiesAsia and Australia00204  -29.9%-11.4%-3.5%-6.1%-1.5% 
IsraelEISGlobal EquitiesMideast and Africa4239456652  -3.1%-0.1%1.8%4.5%3.4% 
iShares EmergEMBGlobal Asset ClassesFixed Income: Aggregate5774848991  0.8%3.4%4.8%4.8%5.3% 
Emerg Mkt Hi YldEMHYGlobal Asset ClassesFixed Income44617681   -4.5%0.8%4.0%4.0%  
New ZealandENZLGlobal EquitiesAsia and Australia638510098   8.4%10.2%14.2%12.0%  
PhilippinesEPHEGlobal EquitiesAsia and Australia6141131   -23.9%-8.5%-6.3%-3.0%  
PolandEPOLGlobal EquitiesEurope0092411  -27.7%-9.9%-4.2%-3.0%-0.9% 
PeruEPUGlobal EquitiesSouth America118262923  -21.2%-3.2%1.8%-0.6%0.8% 
RussiaERUSGlobal EquitiesEurope20645733   -9.0%10.9%8.3%2.2%  
AustraliaEWAGlobal EquitiesAsia and Australia214348525143 -11.5%0.6%2.8%2.4%5.0%5.4%
CanadaEWCGlobal EquitiesNorth America324647565348 -7.4%1.2%1.6%2.0%2.6%4.4%
SwedenEWDGlobal EquitiesEurope544856696751 2.3%0.5%2.9%4.1%6.8%6.5%
GermanyEWGGlobal EquitiesEurope423946615744 -2.3%-1.5%1.6%3.5%6.1%5.2%
Hong KongEWHGlobal EquitiesAsia and Australia284948696760 -15.1%0.3%2.1%5.4%7.0%6.9%
ItalyEWIGlobal EquitiesEurope22272249228 -11.1%-1.6%-1.1%3.2%1.6%-1.5%
JapanEWJGlobal EquitiesAsia and Australia676869807861 2.6%2.5%3.1%4.5%5.8%3.5%
BelgiumEWKGlobal EquitiesEurope343548737334 -8.9%-3.4%1.1%5.2%7.3%2.6%
SwitzerlandEWLGlobal EquitiesEurope748884929580 5.4%6.5%5.8%6.8%9.3%8.0%
MalaysiaEWMGlobal EquitiesAsia and Australia415236365066 -12.4%-3.2%-2.9%-4.6%0.7%5.1%
NetherlandsEWNGlobal EquitiesEurope6370768879  7.1%6.3%7.2%8.9%9.0% 
AustriaEWOGlobal EquitiesEurope012940303 -24.3%-8.8%1.1%1.2%2.2%-0.5%
SpainEWPGlobal EquitiesEurope101013422322 -20.5%-9.3%-4.7%0.4%0.8%1.3%
FranceEWQGlobal EquitiesEurope304557686042 -9.8%0.4%3.5%4.7%6.1%3.6%
SingaporeEWSGlobal EquitiesAsia and Australia132926414347 -20.9%-3.5%-1.9%-0.7%2.1%5.4%
TaiwanEWTGlobal EquitiesAsia and Australia847176868156 17.9%7.0%7.9%8.8%8.8%6.3%
UKEWUGlobal EquitiesEurope183131505945 -17.7%-4.4%-2.9%-0.2%3.6%1.7%
MexicoEWWGlobal EquitiesNorth America0000923 -25.5%-14.2%-9.1%-7.9%-2.3%2.9%
S KoreaEWYGlobal EquitiesAsia and Australia442846544635 -2.5%-3.5%2.8%2.9%4.0%5.3%
BrazilEWZGlobal EquitiesSouth America000001 -32.4%-3.0%-0.2%-3.3%-4.7%4.0%
IndustrialsEXIGlobal SectorsIndustrials3446637884  -7.5%1.3%5.4%7.0%9.2% 
S AfricaEZAGlobal EquitiesMideast and Africa000121423 -27.8%-9.3%-7.1%-3.0%-0.1%3.5%
EMUEZUGlobal EquitiesEurope354149665638 -7.4%-1.2%1.7%4.0%5.2%3.1%
iSh MSCI Frontier 100FMGlobal Asset ClassesInt'l Equity: Frontier163232    -15.6%-1.9%-0.9%   
AUStraliaFXAGlobal Asset ClassesCurrency: AUS Dollar6462635961  -1.7%-3.0%-1.5%-3.0%-0.3% 
GBP UK PoundFXBGlobal Asset ClassesCurrency: GBP Pound6770496160  -2.6%-1.8%-4.9%-3.2%-2.1% 
CAN Canada DollarFXCGlobal Asset ClassesCurrency: CAN Dollar6874675959  -3.1%-1.1%-1.6%-3.5%-2.3% 
EUR EuroFXEGlobal Asset ClassesCurrency: EUR Euro7377766663  -2.1%-1.4%-0.6%-2.8%-1.4% 
CHF Swiss FrancFXFGlobal Asset ClassesCurrency: CHF Franc8178717471  2.0%-0.7%-1.4%-1.0%0.5% 
JPY Japan YenFXYGlobal Asset ClassesCurrency: JPY Yen7786816758  -0.7%0.8%2.0%-1.7%-2.4% 
GreeceGREKGlobal EquitiesEurope0000   -29.4%-11.1%-6.1%-10.0%  
Muni Hi YieldHYDGlobal Asset ClassesFixed Income4162707881  -3.4%2.6%4.1%4.2%4.6% 
Clean EnergyICLNGlobal SectorsClean Energy6383466616  19.0%15.6%4.8%7.8%1.1% 
US Treas 7-10yrIEFGlobal Asset ClassesFixed Income100100100100100100 12.6%6.7%5.0%4.5%4.6%5.1%
InfrastructureIGFGlobal SectorsInfrastructure1838496875  -14.8%-1.5%1.5%4.0%6.0% 
US Corp Med 5-10yIGIBGlobal Asset ClassesFixed Income84100100100100  9.6%6.6%5.1%4.5%4.5% 
Intl TreasIGOVGlobal Asset ClassesFixed Income7791908581  0.3%2.3%2.8%1.3%1.8% 
MktVectors Intl Hi YieldIHYGlobal Asset ClassesFixed Income58758488   -0.1%2.7%4.1%3.9%  
IndiaINDYGlobal EquitiesAsia and Australia424315431  -19.4%-2.3%1.1%5.3%2.3% 
MktVectors Intermed MuniITMGlobal Asset ClassesFixed Income80979710099  4.5%4.3%4.1%4.4%4.2% 
US Large CoreIWBGlobal Asset ClassesU.S. Equity: Lg / Mid65859210010085 7.4%10.5%10.3%11.8%13.8%8.8%
iSh RussellIWCGlobal Asset ClassesU.S. Equity: Micro Cap273237627448 -5.0%0.6%2.7%6.5%9.8%5.2%
iSh Russ 1000 ValIWDGlobal Asset ClassesU.S. Equity: Lg Cap Val335164829670 -8.8%1.6%4.5%6.9%10.2%6.1%
iSh Russ 1000 GroIWFGlobal Asset ClassesU.S. Equity: Lg Cap Gro9710010010010097 23.2%18.7%15.6%16.4%17.0%11.1%
iSh Russ 2000IWMGlobal Asset ClassesU.S. Equity: Sm Cap293948698161 -6.6%2.0%4.3%7.2%10.5%7.0%
iSh Russ 2000 ValIWNGlobal Asset ClassesU.S. Equity: Sm Cap Val81533546750 -17.4%-4.4%1.2%3.9%7.7%4.9%
iSh Russell 2000IWOGlobal Asset ClassesU.S. Equity: Sm Cap Gro496058809168 3.8%7.9%6.9%10.1%13.0%8.9%
iSh US Mid GrowthIWPGlobal Asset ClassesU.S. Equity: Mid Cap Gro69939110010082 11.6%14.5%11.3%13.0%14.8%10.1%
iSh US Mid CoreIWRGlobal Asset ClassesU.S. Equity: Mid Cap4059678710074 -2.4%5.6%6.6%9.2%12.2%8.3%
iSh US Mid ValueIWSGlobal Asset ClassesU.S. Equity: Mid Cap Val203449728865 -11.9%-0.7%3.1%6.4%10.1%6.8%
iSh Russell 3000IWVGlobal Asset ClassesU.S. Equity: Lg Cap63828910010083 6.3%9.8%9.8%11.4%13.5%8.6%
EnergyIXCGlobal SectorsEnergy00072023 -35.6%-10.3%-7.3%-5.8%-0.8%0.3%
FinancialsIXGGlobal SectorsFinancials162838606025 -16.4%-3.6%0.8%3.7%5.7%1.2%
HealthcareIXJGlobal SectorsHealthcare90978410010095 13.1%9.8%6.8%11.1%13.7%9.0%
TechnologyIXNGlobal SectorsTechnology10010010010010092 32.5%22.8%21.0%20.2%18.1%12.1%
TelecomIXPGlobal SectorsTelecommunications747268819075 9.0%4.7%3.1%5.0%7.3%5.8%
iShares Real EstateIYRGlobal Asset ClassesU.S. Real Estate325467768746 -7.6%2.7%5.7%6.2%9.2%5.6%
US Hi YieldJNKGlobal Asset ClassesFixed Income6078849096  -1.9%2.1%3.1%3.4%5.4% 
Global UtilitiesJXIGlobal SectorsUtilities5781889189  0.3%6.1%7.4%7.2%6.9% 
Consumer StaplesKXIGlobal SectorsConsumer Staples65748390100  0.5%2.9%5.3%6.2%9.5% 
US Mort BackedMBBGlobal Asset ClassesFixed Income92100100100100  5.5%3.8%3.1%3.1%2.8% 
ChinaMCHIGlobal EquitiesAsia and Australia82695275   11.5%7.8%4.8%8.8%  
MaterialsMXIGlobal SectorsMaterials4660596754  -2.2%4.1%4.9%4.8%4.2% 
NorwayNORWGlobal EquitiesEurope3242530   -20.2%-2.1%-1.2%-1.9%  
PwrSh Emerg Mkt Sov DebtPCYGlobal Asset ClassesFixed Income: Aggregate4664768486  -2.9%2.0%4.5%4.8%5.4% 
PowerShares QQQQQQGlobal Asset ClassesU.S. Equity: Lg Cap Gro100100100100100100 33.7%22.6%19.4%20.7%20.4%14.5%
Consumer DiscretionaryRXIGlobal SectorsConsumer Discretionary51707289100  1.3%7.8%6.9%9.3%12.8% 
Intl Dev Sm CapSCZGlobal Asset ClassesInt'l Equity: Small Cap4047607881  -3.7%0.4%3.8%6.4%8.2% 
iSh Treas 1-3ySHYGlobal Asset ClassesFixed Income: Short-Term89100100100100100 4.0%2.6%1.7%1.4%1.2%2.2%
US Equity: Russell 3000SPTMGlobal EquitiesNorth America63839010010083 5.9%9.9%10.0%11.6%13.6%8.7%
S&P 500SPYGlobal Asset ClassesU.S. Equity: Lg Cap67869510010086 7.4%10.6%10.6%12.0%13.8%8.7%
ThailandTHDGlobal EquitiesAsia and Australia636424657  -24.1%-0.8%1.5%1.1%7.1% 
US Inflation ProtTIPGlobal Asset ClassesFixed Income931001001009997 8.3%5.0%3.7%2.9%3.4%3.9%
iShares Treas 20y+ TLTGlobal Asset ClassesFixed Income: Long-Term10010010010010092 25.9%12.0%9.5%8.5%7.8%7.1%
TurkeyTURGlobal EquitiesMideast and Africa290000  -1.4%-15.5%-10.3%-10.5%-5.8% 
USD US Dollar indxUUPGlobal Asset ClassesCurrency: USD index8392869278  3.4%2.8%1.4%2.5%0.7% 
VietnamVNMGlobal EquitiesAsia and Australia132410261  -15.4%-2.5%-4.6%-2.5%-4.2% 
Vanguard Real EstateVNQGlobal Asset ClassesU.S. Real Estate355366758848 -6.9%2.2%5.4%6.2%9.7%6.6%
Timber & ForestryWOODGlobal SectorsTimber and Forestry3731416061  -6.5%-1.4%3.0%4.8%6.2%