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Ingredient Summary Page

for period ending June 30, 2020
 
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Maximum Drawdown vs. Annual Return
●All recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
 Total Return, annualized %Max
 DrawDown
Ingredient NameIDPeer GroupCategory1 monthYTD1 year3 year5 year10 year15 year10 year
ACWI (Global)ACWIGlobal Asset ClassesInt'l Equity: Core2.9%-6.2%2.1%6.2%6.7%7.8%9.2%-21.0%
U.S. Total Bond MarketAGGGlobal Asset ClassesFixed Income: Aggregate0.7%6.3%8.9%5.3%4.3%3.9%3.7%-3.5%
Alerian US MLPAMLPGlobal Asset ClassesEquity: MLP-8.0%-38.6%-44.6%-18.9%-13.4%-9.9% -72.2%
ArgentinaARGTGlobal EquitiesSouth America9.7%-10.0%-25.4%-5.6%4.5%6.6% -55.9%
T-Bill 1-3 MonthBILGlobal Asset ClassesFixed Income: Cash-like0.0%0.4%1.4%1.6%1.0%0.7%0.5%-0.3%
U.S. Total Bond MarketBNDGlobal Asset ClassesFixed Income: Aggregate0.7%6.4%9.1%5.5%4.4%4.0%3.8%-3.7%
CHN PRC RenminbiCYBGlobal Asset ClassesCurrency: CHN Renminbi0.9%-1.1%-1.0%1.2%-0.1%0.4%1.1%-9.7%
AgricultureDBAGlobal Asset ClassesCommodities-1.1%-18.4%-17.2%-11.3%-9.9%-8.0%-5.3%-52.6%
Industrial MetalsDBBGlobal Asset ClassesCommodities4.7%-8.9%-10.6%-5.4%-0.8%-2.2%-2.6%-35.7%
OilDBOGlobal Asset ClassesCommodities7.5%-34.5%-29.2%-4.2%-13.4%-16.9%-11.4%-81.7%
ChileECHGlobal EquitiesSouth America5.5%-24.4%-38.2%-14.2%-6.4%-8.8%-6.3%-59.6%
iShares MSCIEEMGlobal Asset ClassesEquity: Emerging Mkts6.6%-10.4%-4.3%1.2%2.4%2.7%2.8%-30.2%
Intl Dev CoreEFAGlobal Asset ClassesInt'l Equity: Lg Cap3.5%-11.1%-5.0%0.6%2.0%3.8%5.8%-23.0%
iSh EAFE GrowthEFGGlobal Asset ClassesInt'l Equity: Lg Cap Gro3.4%-3.3%4.1%5.6%5.3%6.2%7.7%-17.8%
iSh EAFE ValueEFVGlobal Asset ClassesInt'l Equity: Lg Cap Val3.3%-18.9%-14.2%-4.6%-1.7%1.0%3.5%-33.2%
EqyptEGPTGlobal EquitiesMideast and Africa5.4%-19.2%-22.6%-3.9%-12.3%-4.8%-8.2%-70.0%
IndonesiaEIDOGlobal EquitiesAsia and Australia5.0%-29.2%-29.9%-11.4%-3.5%-6.1%-1.5%-48.6%
IsraelEISGlobal EquitiesMideast and Africa-1.7%-9.5%-3.1%-0.1%1.8%4.5%3.4%-23.5%
iShares EmergEMBGlobal Asset ClassesFixed Income: Aggregate3.0%-2.9%0.8%3.4%4.8%4.8%5.3%-16.0%
Emerg Mkt Hi YldEMHYGlobal Asset ClassesFixed Income3.6%-6.8%-4.5%0.8%4.0%4.0% -19.7%
New ZealandENZLGlobal EquitiesAsia and Australia10.3%-1.9%8.4%10.2%14.2%12.0% -22.8%
PhilippinesEPHEGlobal EquitiesAsia and Australia7.8%-21.2%-23.9%-8.5%-6.3%-3.0% -43.0%
PolandEPOLGlobal EquitiesEurope2.4%-20.4%-27.7%-9.9%-4.2%-3.0%-0.9%-51.3%
PeruEPUGlobal EquitiesSouth America5.9%-22.0%-21.2%-3.2%1.8%-0.6%0.8%-45.0%
RussiaERUSGlobal EquitiesEurope-1.7%-20.8%-9.0%10.9%8.3%2.2% -46.7%
AustraliaEWAGlobal EquitiesAsia and Australia8.3%-13.6%-11.5%0.6%2.8%2.4%5.0%-31.4%
CanadaEWCGlobal EquitiesNorth America4.0%-12.5%-7.4%1.2%1.6%2.0%2.6%-34.1%
SwedenEWDGlobal EquitiesEurope3.2%-5.3%2.3%0.5%2.9%4.1%6.8%-22.3%
GermanyEWGGlobal EquitiesEurope6.2%-6.8%-2.3%-1.5%1.6%3.5%6.1%-35.4%
Hong KongEWHGlobal EquitiesAsia and Australia9.8%-10.5%-15.1%0.3%2.1%5.4%7.0%-23.0%
ItalyEWIGlobal EquitiesEurope8.3%-17.5%-11.1%-1.6%-1.1%3.2%1.6%-35.5%
JapanEWJGlobal EquitiesAsia and Australia-0.1%-6.5%2.6%2.5%3.1%4.5%5.8%-18.6%
BelgiumEWKGlobal EquitiesEurope2.5%-17.2%-8.9%-3.4%1.1%5.2%7.3%-33.0%
SwitzerlandEWLGlobal EquitiesEurope3.4%-2.6%5.4%6.5%5.8%6.8%9.3%-18.1%
MalaysiaEWMGlobal EquitiesAsia and Australia2.6%-9.7%-12.4%-3.2%-2.9%-4.6%0.7%-39.0%
NetherlandsEWNGlobal EquitiesEurope7.1%-2.8%7.1%6.3%7.2%8.9%9.0%-23.2%
AustriaEWOGlobal EquitiesEurope1.8%-28.2%-24.3%-8.8%1.1%1.2%2.2%-47.6%
SpainEWPGlobal EquitiesEurope3.4%-22.3%-20.5%-9.3%-4.7%0.4%0.8%-41.6%
FranceEWQGlobal EquitiesEurope6.4%-15.6%-9.8%0.4%3.5%4.7%6.1%-28.3%
SingaporeEWSGlobal EquitiesAsia and Australia4.1%-21.4%-20.9%-3.5%-1.9%-0.7%2.1%-32.1%
TaiwanEWTGlobal EquitiesAsia and Australia8.2%-2.2%17.9%7.0%7.9%8.8%8.8%-22.7%
UKEWUGlobal EquitiesEurope1.6%-23.3%-17.7%-4.4%-2.9%-0.2%3.6%-30.0%
MexicoEWWGlobal EquitiesNorth America0.3%-28.9%-25.5%-14.2%-9.1%-7.9%-2.3%-55.5%
S KoreaEWYGlobal EquitiesAsia and Australia6.7%-8.1%-2.5%-3.5%2.8%2.9%4.0%-37.9%
BrazilEWZGlobal EquitiesSouth America7.1%-38.7%-32.4%-3.0%-0.2%-3.3%-4.7%-61.5%
IndustrialsEXIGlobal SectorsIndustrials2.7%-13.5%-7.5%1.3%5.4%7.0%9.2%-27.0%
S AfricaEZAGlobal EquitiesMideast and Africa6.9%-26.8%-27.8%-9.3%-7.1%-3.0%-0.1%-54.0%
EMUEZUGlobal EquitiesEurope4.9%-13.0%-7.4%-1.2%1.7%4.0%5.2%-30.2%
iSh MSCI Frontier 100FMGlobal Asset ClassesInt'l Equity: Frontier5.4%-18.1%-15.6%-1.9%-0.9%   
AUStraliaFXAGlobal Asset ClassesCurrency: AUS Dollar3.5%-1.8%-1.7%-3.0%-1.5%-3.0%-0.3%-31.4%
GBP UK PoundFXBGlobal Asset ClassesCurrency: GBP Pound0.3%-6.6%-2.6%-1.8%-4.9%-3.2%-2.1%-29.9%
CAN Canada DollarFXCGlobal Asset ClassesCurrency: CAN Dollar1.4%-4.3%-3.1%-1.1%-1.6%-3.5%-2.3%-26.6%
EUR EuroFXEGlobal Asset ClassesCurrency: EUR Euro1.2%-0.3%-2.1%-1.4%-0.6%-2.8%-1.4%-25.3%
CHF Swiss FrancFXFGlobal Asset ClassesCurrency: CHF Franc1.4%1.7%2.0%-0.7%-1.4%-1.0%0.5%-18.0%
JPY Japan YenFXYGlobal Asset ClassesCurrency: JPY Yen-0.1%0.3%-0.7%0.8%2.0%-1.7%-2.4%-21.7%
GreeceGREKGlobal EquitiesEurope2.0%-34.5%-29.4%-11.1%-6.1%-10.0% -74.1%
Muni Hi YieldHYDGlobal Asset ClassesFixed Income3.0%-5.7%-3.4%2.6%4.1%4.2%4.6%-20.1%
Clean EnergyICLNGlobal SectorsClean Energy5.5%7.0%19.0%15.6%4.8%7.8%1.1%-33.1%
US Treas 7-10yrIEFGlobal Asset ClassesFixed Income0.0%11.2%12.6%6.7%5.0%4.5%4.6%-7.2%
InfrastructureIGFGlobal SectorsInfrastructure-0.9%-19.2%-14.8%-1.5%1.5%4.0%6.0%-29.6%
US Corp Med 5-10yIGIBGlobal Asset ClassesFixed Income2.2%5.6%9.6%6.6%5.1%4.5%4.5%-7.9%
Intl TreasIGOVGlobal Asset ClassesFixed Income1.3%1.5%0.3%2.3%2.8%1.3%1.8%-15.4%
MktVectors Intl Hi YieldIHYGlobal Asset ClassesFixed Income2.9%-3.4%-0.1%2.7%4.1%3.9% -14.9%
IndiaINDYGlobal EquitiesAsia and Australia7.2%-19.9%-19.4%-2.3%1.1%5.3%2.3%-34.0%
MktVectors Intermed MuniITMGlobal Asset ClassesFixed Income0.7%2.4%4.5%4.3%4.1%4.4%4.2%-7.0%
US Large CoreIWBGlobal Asset ClassesU.S. Equity: Lg / Mid2.3%-2.9%7.4%10.5%10.3%11.8%13.8%-20.3%
iSh RussellIWCGlobal Asset ClassesU.S. Equity: Micro Cap5.8%-11.7%-5.0%0.6%2.7%6.5%9.8%-37.7%
iSh Russ 1000 ValIWDGlobal Asset ClassesU.S. Equity: Lg Cap Val-0.7%-16.3%-8.8%1.6%4.5%6.9%10.2%-26.7%
iSh Russ 1000 GroIWFGlobal Asset ClassesU.S. Equity: Lg Cap Gro4.3%9.6%23.2%18.7%15.6%16.4%17.0%-16.0%
iSh Russ 2000IWMGlobal Asset ClassesU.S. Equity: Sm Cap3.4%-13.0%-6.6%2.0%4.3%7.2%10.5%-32.3%
iSh Russ 2000 ValIWNGlobal Asset ClassesU.S. Equity: Sm Cap Val2.8%-23.4%-17.4%-4.4%1.2%3.9%7.7%-37.9%
iSh Russell 2000IWOGlobal Asset ClassesU.S. Equity: Sm Cap Gro3.9%-3.1%3.8%7.9%6.9%10.1%13.0%-27.3%
iSh US Mid GrowthIWPGlobal Asset ClassesU.S. Equity: Mid Cap Gro2.4%4.0%11.6%14.5%11.3%13.0%14.8%-20.9%
iSh US Mid CoreIWRGlobal Asset ClassesU.S. Equity: Mid Cap1.6%-9.3%-2.4%5.6%6.6%9.2%12.2%-27.1%
iSh US Mid ValueIWSGlobal Asset ClassesU.S. Equity: Mid Cap Val1.1%-18.1%-11.9%-0.7%3.1%6.4%10.1%-31.7%
iSh Russell 3000IWVGlobal Asset ClassesU.S. Equity: Lg Cap2.3%-3.7%6.3%9.8%9.8%11.4%13.5%-20.9%
EnergyIXCGlobal SectorsEnergy-0.9%-35.4%-35.6%-10.3%-7.3%-5.8%-0.8%-57.1%
FinancialsIXGGlobal SectorsFinancials3.1%-23.0%-16.4%-3.6%0.8%3.7%5.7%-33.2%
HealthcareIXJGlobal SectorsHealthcare-1.2%0.8%13.1%9.8%6.8%11.1%13.7%-15.1%
TechnologyIXNGlobal SectorsTechnology7.2%12.4%32.5%22.8%21.0%20.2%18.1%-17.9%
TelecomIXPGlobal SectorsTelecommunications2.5%0.8%9.0%4.7%3.1%5.0%7.3%-15.8%
iShares Real EstateIYRGlobal Asset ClassesU.S. Real Estate2.5%-14.8%-7.6%2.7%5.7%6.2%9.2%-26.4%
US Hi YieldJNKGlobal Asset ClassesFixed Income-0.3%-5.4%-1.9%2.1%3.1%3.4%5.4%-13.2%
Global UtilitiesJXIGlobal SectorsUtilities-1.3%-8.3%0.3%6.1%7.4%7.2%6.9%-18.6%
Consumer StaplesKXIGlobal SectorsConsumer Staples0.8%-5.7%0.5%2.9%5.3%6.2%9.5%-13.8%
US Mort BackedMBBGlobal Asset ClassesFixed Income-0.2%3.5%5.5%3.8%3.1%3.1%2.8%-2.3%
ChinaMCHIGlobal EquitiesAsia and Australia7.7%2.5%11.5%7.8%4.8%8.8% -38.3%
MaterialsMXIGlobal SectorsMaterials4.5%-6.6%-2.2%4.1%4.9%4.8%4.2%-34.1%
NorwayNORWGlobal EquitiesEurope2.1%-22.8%-20.2%-2.1%-1.2%-1.9% -44.2%
PwrSh Emerg Mkt Sov DebtPCYGlobal Asset ClassesFixed Income: Aggregate4.5%-7.0%-2.9%2.0%4.5%4.8%5.4%-19.1%
PowerShares QQQQQQGlobal Asset ClassesU.S. Equity: Lg Cap Gro6.3%16.9%33.7%22.6%19.4%20.7%20.4%-17.0%
Consumer DiscretionaryRXIGlobal SectorsConsumer Discretionary2.7%-5.2%1.3%7.8%6.9%9.3%12.8%-24.9%
Intl Dev Sm CapSCZGlobal Asset ClassesInt'l Equity: Small Cap2.0%-13.0%-3.7%0.4%3.8%6.4%8.2%-29.5%
iSh Treas 1-3ySHYGlobal Asset ClassesFixed Income: Short-Term0.0%2.9%4.0%2.6%1.7%1.4%1.2%-0.9%
US Equity: Russell 3000SPTMGlobal EquitiesNorth America2.0%-4.1%5.9%9.9%10.0%11.6%13.6%-20.5%
S&P 500SPYGlobal Asset ClassesU.S. Equity: Lg Cap1.8%-3.2%7.4%10.6%10.6%12.0%13.8%-19.4%
ThailandTHDGlobal EquitiesAsia and Australia2.3%-17.9%-24.1%-0.8%1.5%1.1%7.1%-40.0%
US Inflation ProtTIPGlobal Asset ClassesFixed Income1.0%6.0%8.3%5.0%3.7%2.9%3.4%-4.8%
iShares Treas 20y+ TLTGlobal Asset ClassesFixed Income: Long-Term0.3%21.9%25.9%12.0%9.5%8.5%7.8%-15.3%
TurkeyTURGlobal EquitiesMideast and Africa7.5%-14.3%-1.4%-15.5%-10.3%-10.5%-5.8%-62.3%
USD US Dollar indxUUPGlobal Asset ClassesCurrency: USD index-1.1%1.3%3.4%2.8%1.4%2.5%0.7%-12.0%
VietnamVNMGlobal EquitiesAsia and Australia-1.9%-15.9%-15.4%-2.5%-4.6%-2.5%-4.2%-49.2%
Vanguard Real EstateVNQGlobal Asset ClassesU.S. Real Estate2.4%-13.9%-6.9%2.2%5.4%6.2%9.7%-25.1%
Timber & ForestryWOODGlobal SectorsTimber and Forestry3.5%-16.5%-6.5%-1.4%3.0%4.8%6.2%-37.8%
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