Global Asset Classes, 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.

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	59	69	72	79	82	75	-0.8%	2.7%	3.1%	3.8%	5.5%	6.6%

ACWI (Global)	ACWI	Int'l Equity: Core	58	73	79	90	93		2.1%	6.2%	6.7%	7.8%	9.2%
U.S. Total Bond Market	AGG	Fixed Income: Aggregate	97	100	100	100	100	100	8.9%	5.3%	4.3%	3.9%	3.7%	4.2%
Alerian US MLP	AMLP	Equity: MLP	0	0	0	0			-44.6%	-18.9%	-13.4%	-9.9%
T-Bill 1-3 Month	BIL	Fixed Income: Cash-like	85	100	100	100	99		1.4%	1.6%	1.0%	0.7%	0.5%
U.S. Total Bond Market	BND	Fixed Income: Aggregate	96	100	100	100	100	100	9.1%	5.5%	4.4%	4.0%	3.8%	4.4%
CHN PRC Renminbi	CYB	Currency: CHN Renminbi	75	87	80	87	89		-1.0%	1.2%	-0.1%	0.4%	1.1%
Agriculture	DBA	Commodities	34	27	20	33	32		-17.2%	-11.3%	-9.9%	-8.0%	-5.3%
Industrial Metals	DBB	Commodities	43	39	48	47	28		-10.6%	-5.4%	-0.8%	-2.2%	-2.6%
Oil	DBO	Commodities	0	0	0	0	0		-29.2%	-4.2%	-13.4%	-16.9%	-11.4%
iShares MSCI	EEM	Equity: Emerging Mkts	44	52	53	60	50	50	-4.3%	1.2%	2.4%	2.7%	2.8%	5.5%
Intl Dev Core	EFA	Int'l Equity: Lg Cap	45	56	59	73	74	56	-5.0%	0.6%	2.0%	3.8%	5.8%	4.0%
iSh EAFE Growth	EFG	Int'l Equity: Lg Cap Gro	66	77	76	86	85	64	4.1%	5.6%	5.3%	6.2%	7.7%	5.4%
iSh EAFE Value	EFV	Int'l Equity: Lg Cap Val	24	31	36	56	58	44	-14.2%	-4.6%	-1.7%	1.0%	3.5%	2.1%
iShares Emerg	EMB	Fixed Income: Aggregate	57	74	84	89	91		0.8%	3.4%	4.8%	4.8%	5.3%
Emerg Mkt Hi Yld	EMHY	Fixed Income	44	61	76	81			-4.5%	0.8%	4.0%	4.0%
iSh MSCI Frontier 100	FM	Int'l Equity: Frontier	16	32	32				-15.6%	-1.9%	-0.9%
AUStralia	FXA	Currency: AUS Dollar	64	62	63	59	61		-1.7%	-3.0%	-1.5%	-3.0%	-0.3%
GBP UK Pound	FXB	Currency: GBP Pound	67	70	49	61	60		-2.6%	-1.8%	-4.9%	-3.2%	-2.1%
CAN Canada Dollar	FXC	Currency: CAN Dollar	68	74	67	59	59		-3.1%	-1.1%	-1.6%	-3.5%	-2.3%
EUR Euro	FXE	Currency: EUR Euro	73	77	76	66	63		-2.1%	-1.4%	-0.6%	-2.8%	-1.4%
CHF Swiss Franc	FXF	Currency: CHF Franc	81	78	71	74	71		2.0%	-0.7%	-1.4%	-1.0%	0.5%
JPY Japan Yen	FXY	Currency: JPY Yen	77	86	81	67	58		-0.7%	0.8%	2.0%	-1.7%	-2.4%
Muni Hi Yield	HYD	Fixed Income	41	62	70	78	81		-3.4%	2.6%	4.1%	4.2%	4.6%
US Treas 7-10yr	IEF	Fixed Income	100	100	100	100	100	100	12.6%	6.7%	5.0%	4.5%	4.6%	5.1%
US Corp Med 5-10y	IGIB	Fixed Income	84	100	100	100	100		9.6%	6.6%	5.1%	4.5%	4.5%
Intl Treas	IGOV	Fixed Income	77	91	90	85	81		0.3%	2.3%	2.8%	1.3%	1.8%
MktVectors Intl Hi Yield	IHY	Fixed Income	58	75	84	88			-0.1%	2.7%	4.1%	3.9%
MktVectors Intermed Muni	ITM	Fixed Income	80	97	97	100	99		4.5%	4.3%	4.1%	4.4%	4.2%
US Large Core	IWB	U.S. Equity: Lg / Mid	65	85	92	100	100	85	7.4%	10.5%	10.3%	11.8%	13.8%	8.8%
iSh Russell	IWC	U.S. Equity: Micro Cap	27	32	37	62	74	48	-5.0%	0.6%	2.7%	6.5%	9.8%	5.2%
iSh Russ 1000 Val	IWD	U.S. Equity: Lg Cap Val	33	51	64	82	96	70	-8.8%	1.6%	4.5%	6.9%	10.2%	6.1%
iSh Russ 1000 Gro	IWF	U.S. Equity: Lg Cap Gro	97	100	100	100	100	97	23.2%	18.7%	15.6%	16.4%	17.0%	11.1%
iSh Russ 2000	IWM	U.S. Equity: Sm Cap	29	39	48	69	81	61	-6.6%	2.0%	4.3%	7.2%	10.5%	7.0%
iSh Russ 2000 Val	IWN	U.S. Equity: Sm Cap Val	8	15	33	54	67	50	-17.4%	-4.4%	1.2%	3.9%	7.7%	4.9%
iSh Russell 2000	IWO	U.S. Equity: Sm Cap Gro	49	60	58	80	91	68	3.8%	7.9%	6.9%	10.1%	13.0%	8.9%
iSh US Mid Growth	IWP	U.S. Equity: Mid Cap Gro	69	93	91	100	100	82	11.6%	14.5%	11.3%	13.0%	14.8%	10.1%
iSh US Mid Core	IWR	U.S. Equity: Mid Cap	40	59	67	87	100	74	-2.4%	5.6%	6.6%	9.2%	12.2%	8.3%
iSh US Mid Value	IWS	U.S. Equity: Mid Cap Val	20	34	49	72	88	65	-11.9%	-0.7%	3.1%	6.4%	10.1%	6.8%
iSh Russell 3000	IWV	U.S. Equity: Lg Cap	63	82	89	100	100	83	6.3%	9.8%	9.8%	11.4%	13.5%	8.6%
iShares Real Estate	IYR	U.S. Real Estate	32	54	67	76	87	46	-7.6%	2.7%	5.7%	6.2%	9.2%	5.6%
US Hi Yield	JNK	Fixed Income	60	78	84	90	96		-1.9%	2.1%	3.1%	3.4%	5.4%
US Mort Backed	MBB	Fixed Income	92	100	100	100	100		5.5%	3.8%	3.1%	3.1%	2.8%
PwrSh Emerg Mkt Sov Debt	PCY	Fixed Income: Aggregate	46	64	76	84	86		-2.9%	2.0%	4.5%	4.8%	5.4%
PowerShares QQQ	QQQ	U.S. Equity: Lg Cap Gro	100	100	100	100	100	100	33.7%	22.6%	19.4%	20.7%	20.4%	14.5%
Intl Dev Sm Cap	SCZ	Int'l Equity: Small Cap	40	47	60	78	81		-3.7%	0.4%	3.8%	6.4%	8.2%
iSh Treas 1-3y	SHY	Fixed Income: Short-Term	89	100	100	100	100	100	4.0%	2.6%	1.7%	1.4%	1.2%	2.2%
S&P 500	SPY	U.S. Equity: Lg Cap	67	86	95	100	100	86	7.4%	10.6%	10.6%	12.0%	13.8%	8.7%
US Inflation Prot	TIP	Fixed Income	93	100	100	100	99	97	8.3%	5.0%	3.7%	2.9%	3.4%	3.9%
iShares Treas 20y+	TLT	Fixed Income: Long-Term	100	100	100	100	100	92	25.9%	12.0%	9.5%	8.5%	7.8%	7.1%
USD US Dollar indx	UUP	Currency: USD index	83	92	86	92	78		3.4%	2.8%	1.4%	2.5%	0.7%
Vanguard Real Estate	VNQ	U.S. Real Estate	35	53	66	75	88	48	-6.9%	2.2%	5.4%	6.2%	9.7%	6.6%

Disclaimer: This report is provided "as is" for informational purposes only. VizMetrics Inc. is a publisher and none of our content constitutes a recommendation that any particular investment is suitable for any specific person. Neither VizMetrics nor any of its information providers is liable for errors, omissions, or for any actions taken based on this information. This report is subject to the VizMetrics Terms of Service. Contact us if you wish to learn more about this or other VizMetrics reports, please visit www.VizMetrics.com Copyright © 2020, VizMetrics Inc. All rights reserved. Unauthorized reproduction or distribution prohibited.