Market Performance
Data Last Updated: 2023-12-09
Performance by Market
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Table
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| segment | market | symbol | category | primary_benchmark | 1-day | year-to-date | 5-days | 10-days | 20-days | 30-days | 90-days |
quarter July - September |
July | August | September | 1-year | 3-year | 5-year | 10-year | 15-year | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| International Developed | Israel | EIS | Country | VEA | 0.42% | 0.9% | 1.26% | 2.2% | 10.7% | 23.4% | -1.8% | 0.8% | 6.7% | -3.6% | -2.0% | -2.6% | -0.3% | 3.6% | 4.6% | 8.7% | -25.9% | 24.2% | 12.2% | 23.6% | -6.1% | 13.2% | -2.1% | 10.8% | 0.3% | 21.6% | 12.3% | -30.3% | 20.6% |
| U.S. Stocks | U.S. Stocks ex-Technology | SPXT | Style | VTI | 0.26% | 12.4% | 0.04% | 1.8% | 5.0% | 5.2% | 0.6% | -2.0% | 3.2% | -1.5% | -3.6% | 11.1% | 8.6% | 11.8% | 0.0% | 0.0% | -12.6% | 28.0% | 12.7% | 29.2% | -5.1% | 19.9% | 12.8% | 7.2% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| U.S. Stocks | S&P 500 Index | ^GSPC | -2.01% | 4.1% | -3.39% | -2.8% | -0.6% | 2.6% | 11.4% | 0.0% | 0.0% | 0.0% | 0.0% | -8.1% | 5.8% | 8.0% | 10.2% | 7.5% | -19.4% | 26.9% | 16.3% | 28.9% | -7.0% | 18.4% | 9.6% | -0.7% | 11.4% | 29.7% | 13.5% | -0.1% | 12.8% | ||
| U.S. Stocks | Dow Jones Industrial Average | ^DJI | -2.06% | 0.0% | -3.26% | -2.2% | -1.5% | -1.5% | 13.3% | 0.0% | 0.0% | 0.0% | 0.0% | -2.8% | 4.3% | 5.8% | 9.1% | 6.8% | -8.8% | 18.7% | 7.2% | 22.3% | -6.0% | 24.4% | 13.4% | -2.3% | 7.5% | 26.5% | 7.3% | 5.6% | 11.0% | ||
| U.S. Stocks | NASDAQ | ^IXIC | -2.50% | 9.8% | -3.36% | -3.3% | 1.1% | 8.7% | 10.2% | 0.0% | 0.0% | 0.0% | 0.0% | -15.2% | 5.6% | 9.7% | 13.8% | 11.3% | -33.1% | 21.4% | 43.7% | 35.3% | -5.3% | 27.1% | 7.5% | 5.8% | 13.4% | 38.4% | 16.0% | -1.8% | 17.0% | ||
| Commodities | Crude Oil | CLUSD | 2.25% | -11.3% | -4.48% | -5.3% | -7.1% | -11.5% | -10.8% | 28.5% | 15.8% | 2.2% | 8.6% | -1.1% | 15.9% | 6.2% | -3.1% | 3.8% | 6.7% | 55.0% | -20.6% | 34.5% | -24.8% | 15.4% | 45.0% | -30.5% | -45.9% | 7.2% | -7.1% | 8.1% | 15.1% | ||
| Crypto | Bitcoin | BTCUSD | -0.08% | 167.8% | 5.57% | 19.0% | 19.8% | 21.2% | 71.6% | -11.5% | -4.1% | -11.3% | 4.0% | 157.2% | 34.2% | 66.4% | 0.0% | 0.0% | -64.3% | 59.7% | 303.1% | 92.2% | -73.6% | 1368.9% | 124.0% | 34.4% | -30.0% | 0.0% | 0.0% | 0.0% | 0.0% | ||
| U.S. Stocks | U.S. Growth Stocks | IWF | Style | VTI | 0.50% | 38.6% | 0.73% | 1.1% | 6.4% | 14.5% | 6.1% | -3.0% | 3.4% | -1.0% | -5.3% | 33.7% | 9.2% | 18.5% | 15.9% | 18.1% | -28.7% | 28.2% | 39.5% | 37.4% | -1.4% | 30.7% | 8.7% | 7.1% | 14.5% | 35.3% | 17.4% | 4.0% | 18.5% |
| International Developed | Italy | EWI | Country | VEA | 0.82% | 30.0% | 0.66% | 1.7% | 7.8% | 13.8% | 2.8% | -4.4% | 5.3% | -4.2% | -5.2% | 31.5% | 12.4% | 13.8% | 8.1% | 8.2% | -10.0% | 17.7% | 3.8% | 33.0% | -13.7% | 30.9% | -4.2% | 5.9% | -8.4% | 23.5% | 20.0% | -20.1% | -11.4% |
| U.S. Stocks | Consumer Discretionary | VCR | Sector | VTI | 0.42% | 35.3% | 1.06% | 3.2% | 10.0% | 18.1% | 3.4% | -4.4% | 3.4% | -2.0% | -5.6% | 27.5% | 4.8% | 15.9% | 13.5% | 19.1% | -34.6% | 26.0% | 51.6% | 29.1% | -2.3% | 24.0% | 8.6% | 7.8% | 8.2% | 45.1% | 26.7% | 5.3% | 32.0% |
| International Developed | Japan | EWJ | Country | VEA | -0.58% | 16.9% | -0.68% | 0.3% | 4.8% | 9.5% | 2.1% | -2.6% | 2.5% | -2.8% | -2.2% | 16.8% | 1.7% | 6.6% | 6.1% | 7.7% | -16.7% | 3.3% | 16.8% | 22.0% | -13.1% | 25.1% | 5.0% | 10.7% | -4.9% | 27.6% | 11.8% | -12.7% | 15.5% |
| International Developed | South Africa | EZA | Country | VEA | -1.61% | -4.3% | -3.87% | -2.6% | 1.7% | 5.9% | -5.5% | -5.4% | 12.1% | -12.3% | -3.8% | -4.7% | 4.0% | 6.8% | 4.4% | 10.7% | -1.5% | 10.2% | 1.1% | 26.2% | -21.6% | 38.0% | 23.5% | -23.2% | 6.2% | -3.8% | 27.2% | -11.6% | 42.9% |
| Emerging Markets | Taiwan | EWT | Country | VWO | -0.19% | 20.9% | -0.96% | 0.9% | 6.7% | 11.6% | 4.7% | -5.3% | 1.8% | -4.8% | -2.3% | 36.8% | 12.6% | 21.3% | 14.6% | 18.0% | -16.1% | 33.1% | 34.5% | 37.5% | -7.8% | 29.9% | 21.4% | -9.2% | 9.9% | 10.9% | 22.2% | -16.9% | 26.5% |
| U.S. Stocks | Financials | XLF | Sector | VTI | 0.53% | 8.1% | -0.11% | 2.1% | 7.8% | 12.8% | 4.1% | -0.7% | 4.8% | -2.7% | -2.7% | 8.3% | 12.0% | 12.2% | 12.0% | 13.2% | -8.7% | 37.3% | 1.0% | 34.8% | -11.3% | 22.9% | 25.2% | 0.5% | 17.3% | 38.2% | 31.4% | -15.5% | 13.4% |
| U.S. Stocks | Real Estate | VNQ | Sector | VTI | -0.13% | 6.8% | -0.12% | 4.9% | 11.7% | 15.5% | 0.8% | -7.7% | 2.0% | -3.4% | -6.4% | 6.1% | 6.7% | 8.1% | 11.8% | 17.2% | -23.4% | 44.9% | -0.2% | 34.2% | -0.5% | 10.2% | 15.6% | 8.1% | 37.7% | 8.8% | 24.4% | 15.1% | 36.4% |
| U.S. Bonds | Intermediate Treasury Bonds | SCHR | Bond | BND | -0.53% | 3.0% | -0.25% | 1.4% | 2.4% | 3.3% | 1.2% | -1.7% | 0.2% | -0.2% | -1.7% | 1.4% | -2.5% | 2.3% | 2.8% | 0.0% | -8.8% | -1.6% | 9.6% | 8.9% | 3.8% | 3.4% | 2.0% | 3.5% | 6.3% | -1.6% | 3.3% | 12.5% | -0.3% |
| U.S. Stocks | U.S. Value Stocks | IWD | Style | VTI | 0.40% | 7.4% | -0.28% | 1.7% | 6.7% | 9.0% | -0.4% | -2.6% | 3.5% | -2.7% | -3.3% | 7.2% | 9.4% | 10.9% | 10.7% | 13.8% | -5.7% | 27.2% | 5.5% | 29.7% | -6.3% | 15.5% | 20.6% | -1.2% | 16.1% | 35.6% | 21.1% | 3.2% | 18.9% |
| International Developed | Australia | EWA | Country | VEA | 0.35% | 6.6% | -0.48% | 1.7% | 6.6% | 10.7% | 2.2% | -4.6% | 3.6% | -4.9% | -3.2% | 6.5% | 8.0% | 12.3% | 9.7% | 16.5% | -0.9% | 15.0% | 11.2% | 28.3% | -6.3% | 24.9% | 17.3% | -3.2% | 2.1% | 9.7% | 35.9% | -4.2% | 22.7% |
| U.S. Stocks | U.S. Large Stocks | SPY | Size | VTI | 0.43% | 22.6% | 0.24% | 1.1% | 6.1% | 11.6% | 3.0% | -2.9% | 3.3% | -1.6% | -4.4% | 20.3% | 10.8% | 15.6% | 14.0% | 16.4% | -16.8% | 30.5% | 20.7% | 33.9% | -3.3% | 23.4% | 14.7% | 3.7% | 16.1% | 35.6% | 19.1% | 4.6% | 17.9% |
| International Developed | All Developed Countries | VEA | Regional | VEA | 0.24% | 14.0% | -0.30% | 0.8% | 6.2% | 11.0% | 1.6% | -4.0% | 3.1% | -4.0% | -3.1% | 14.5% | 6.0% | 10.1% | 7.9% | 11.6% | -12.8% | 15.5% | 12.6% | 27.1% | -12.5% | 30.1% | 6.6% | 3.1% | -1.8% | 26.7% | 23.6% | -7.9% | 12.3% |
| International Developed | Austria | EWO | Country | VEA | 0.81% | 17.7% | -1.03% | 0.4% | 5.1% | 12.2% | 2.7% | -3.2% | 4.0% | -4.2% | -2.9% | 20.2% | 11.5% | 8.1% | 6.8% | 10.9% | -18.2% | 35.1% | -2.6% | 21.4% | -21.1% | 54.3% | 10.8% | 6.5% | -17.7% | 14.9% | 35.2% | -31.2% | 18.0% |
| International Developed | Belgium | EWK | Country | VEA | 0.38% | 7.3% | 0.98% | 0.2% | 6.4% | 13.6% | -0.1% | -2.3% | 6.7% | -3.7% | -5.0% | 8.8% | 3.8% | 7.5% | 7.3% | 12.6% | -11.7% | 17.2% | 2.0% | 30.2% | -18.8% | 28.0% | 0.7% | 16.7% | 2.9% | 33.0% | 41.5% | -9.5% | 8.2% |
| Emerging Markets | Greece | GREK | Country | VWO | 0.38% | 38.4% | -2.76% | -2.1% | 4.6% | 9.4% | -4.0% | -10.5% | 5.2% | -3.8% | -11.6% | 46.9% | 18.1% | 15.8% | -2.0% | 0.0% | 6.6% | 8.6% | -11.3% | 53.8% | -30.5% | 33.6% | 2.2% | -38.7% | -39.3% | 25.1% | 29.4% | -4.5% | 0.0% |
| Broad | All Global Stocks | VT | Risk Exposure | BND | 0.28% | 18.1% | -0.07% | 1.1% | 6.2% | 11.2% | 2.0% | -3.1% | 3.7% | -2.8% | -3.9% | 17.0% | 7.1% | 12.5% | 10.6% | 13.4% | -16.2% | 20.6% | 19.1% | 30.3% | -8.2% | 26.6% | 11.7% | 0.9% | 6.7% | 26.5% | 20.6% | -4.6% | 15.9% |
| Emerging Markets | Poland | EPOL | Country | VWO | 0.31% | 45.4% | -0.31% | 3.2% | 11.6% | 15.3% | 10.9% | -10.8% | 10.0% | -9.2% | -10.7% | 55.7% | 8.7% | 3.3% | 1.3% | 0.0% | -22.6% | 13.8% | -6.9% | -3.6% | -13.4% | 53.9% | 5.0% | -21.2% | -13.2% | 8.2% | 47.8% | -27.3% | 39.7% |
| U.S. Stocks | Materials | VAW | Sector | VTI | 0.32% | 8.3% | -1.55% | 1.4% | 7.7% | 10.0% | -1.8% | -4.2% | 4.0% | -3.5% | -4.5% | 4.9% | 9.2% | 13.8% | 10.2% | 14.6% | -10.0% | 29.5% | 22.0% | 26.3% | -17.2% | 25.2% | 24.0% | -7.7% | 4.0% | 27.7% | 20.0% | -7.2% | 27.9% |
| U.S. Stocks | U.S. Mid Size Stocks | VO | Size | VTI | 0.43% | 10.7% | -0.23% | 2.2% | 8.3% | 12.0% | -0.7% | -4.7% | 3.5% | -3.6% | -4.5% | 9.1% | 5.6% | 11.9% | 11.0% | 15.6% | -17.4% | 26.2% | 20.2% | 33.2% | -8.2% | 20.2% | 13.1% | 0.3% | 15.4% | 36.9% | 18.1% | -0.5% | 27.5% |
| U.S. Stocks | Utilities | VPU | Sector | VTI | -0.21% | -6.9% | -0.02% | 1.5% | 5.9% | 6.1% | -3.0% | -8.6% | 2.4% | -6.3% | -4.7% | -6.0% | 6.2% | 8.3% | 12.3% | 14.2% | 4.2% | 21.1% | 2.9% | 29.1% | 9.3% | 17.3% | 22.3% | -0.3% | 30.1% | 21.0% | 7.6% | 25.7% | 13.7% |
| U.S. Stocks | Consumer Staples | VDC | Sector | VTI | -0.63% | 0.0% | -0.89% | 0.0% | 2.6% | 4.1% | -5.1% | -5.0% | 2.2% | -3.2% | -4.0% | -0.9% | 7.4% | 11.2% | 11.2% | 14.4% | 0.7% | 20.5% | 14.1% | 29.7% | -4.5% | 14.9% | 9.3% | 9.3% | 18.8% | 31.7% | 15.2% | 17.2% | 18.7% |
| U.S. Stocks | Industrials | VIS | Sector | VTI | 0.50% | 17.0% | 0.48% | 3.0% | 8.8% | 13.2% | 1.2% | -3.8% | 3.1% | -2.1% | -4.8% | 16.0% | 10.4% | 14.0% | 11.6% | 15.3% | -7.1% | 22.3% | 14.3% | 32.6% | -13.1% | 23.0% | 23.0% | -1.3% | 6.8% | 43.7% | 20.0% | 0.0% | 29.3% |
| Broad | U.S. Stocks | VTI | Regional | VEU | 0.47% | 22.0% | 0.29% | 1.5% | 6.8% | 12.0% | 2.7% | -2.9% | 3.7% | -1.9% | -4.5% | 19.8% | 9.3% | 14.9% | 13.4% | 16.4% | -18.2% | 27.4% | 23.3% | 33.4% | -3.9% | 22.7% | 15.4% | 2.7% | 15.0% | 36.6% | 19.5% | 3.5% | 20.3% |
| Broad | Emerging Markets Stocks | VWO | Regional | VEU | -0.49% | 5.3% | -1.45% | -1.0% | 2.8% | 6.6% | -1.6% | -2.0% | 5.9% | -5.9% | -1.7% | 5.9% | -1.3% | 6.8% | 5.7% | 10.6% | -14.6% | 4.1% | 18.0% | 25.4% | -13.6% | 33.9% | 15.7% | -12.7% | 3.4% | -1.3% | 22.9% | -16.1% | 22.4% |
| Emerging Markets | Indonesia | IDX | Country | VWO | -0.06% | 0.3% | -0.40% | 2.4% | 6.2% | 9.1% | -4.1% | -2.6% | 3.0% | -2.7% | -2.8% | 3.0% | -1.8% | -0.3% | 2.3% | 0.0% | -6.1% | -1.5% | -5.9% | 8.5% | -9.1% | 21.0% | 18.2% | -20.1% | 19.5% | -19.9% | 4.7% | 1.3% | 43.6% |
| International Developed | Switzerland | EWL | Country | VEA | 0.70% | 14.5% | 0.26% | 1.8% | 6.7% | 9.4% | -1.8% | -5.7% | 3.3% | -3.3% | -5.6% | 13.2% | 6.3% | 11.7% | 8.5% | 12.4% | -17.2% | 22.5% | 13.8% | 34.5% | -7.1% | 25.9% | 0.5% | 3.1% | 1.0% | 29.0% | 26.2% | -5.4% | 16.8% |
| Emerging Markets | Russia | RSX | Country | VWO | 0.00% | 0.0% | 0.00% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | -32.8% | -20.5% | -11.7% | -11.9% | -78.8% | 16.9% | 0.0% | 40.9% | -8.8% | 2.4% | 45.0% | 3.7% | -47.3% | -1.0% | 15.0% | -28.1% | 22.2% |
| International Developed | United Kingdom | EWU | Country | VEA | 0.25% | 10.4% | -0.91% | 0.3% | 4.7% | 6.7% | 0.6% | -2.2% | 2.9% | -3.9% | -1.1% | 10.7% | 11.1% | 9.7% | 7.1% | 11.8% | -1.1% | 23.9% | -9.2% | 27.3% | -10.4% | 27.4% | 3.8% | -2.2% | 1.5% | 24.3% | 22.2% | 1.1% | 15.2% |
| U.S. Stocks | Pharmaceuticals | IHE | Industry | VHT | 0.39% | -2.3% | 0.71% | 1.2% | 5.1% | 4.9% | -0.6% | -0.2% | 1.8% | 4.1% | -5.8% | -0.9% | 4.1% | 6.4% | 7.4% | 13.6% | -2.9% | 15.0% | 15.4% | 17.3% | -7.8% | 10.5% | -10.8% | 11.1% | 31.9% | 42.5% | 16.0% | 22.8% | 14.8% |
| Alternatives | Gold | IAU | Alternatives | VT | -1.35% | 9.6% | -3.34% | 0.1% | 2.3% | 0.9% | 3.4% | -3.9% | 2.2% | -1.2% | -4.8% | 11.8% | 2.2% | 9.7% | 4.7% | 6.4% | -0.7% | -4.0% | 25.1% | 18.0% | -3.0% | 12.1% | 8.3% | -10.6% | -2.1% | -28.3% | 6.9% | 9.6% | 29.5% |
| Alternatives | Silver | SIVR | Alternatives | VT | -3.25% | -4.0% | -9.51% | -5.3% | 1.9% | 1.2% | -3.0% | -2.7% | 8.6% | -1.4% | -9.1% | 1.0% | -2.4% | 9.2% | 1.4% | 0.0% | 2.6% | -12.3% | 47.6% | 15.1% | -10.2% | 3.6% | 15.0% | -12.1% | -19.7% | -36.1% | 9.2% | -10.4% | 82.1% |
| International Developed | Europe, Australasia and Far East | EFA | Regional | VEA | 0.30% | 15.6% | -0.05% | 0.8% | 6.3% | 10.8% | 1.4% | -4.9% | 2.7% | -3.9% | -3.7% | 15.0% | 6.7% | 10.2% | 7.6% | 11.2% | -12.1% | 15.4% | 10.4% | 26.5% | -11.4% | 28.3% | 5.2% | 2.2% | -2.0% | 26.1% | 24.4% | -8.4% | 12.4% |
| International Developed | EAFE Growth | EFG | Regional | EFA | 0.32% | 13.0% | -0.12% | 0.4% | 6.0% | 12.3% | -0.8% | -9.6% | 1.2% | -4.7% | -6.2% | 10.6% | 1.1% | 8.6% | 6.6% | 10.0% | -22.1% | 12.8% | 19.1% | 29.9% | -11.6% | 31.0% | -0.8% | 5.7% | -3.5% | 24.5% | 22.0% | -10.5% | 15.9% |
| Emerging Markets | Thailand | THD | Country | VWO | -1.35% | -16.4% | -2.39% | -1.9% | -1.1% | 2.7% | -12.1% | -5.0% | 7.6% | -2.4% | -9.5% | -12.9% | -3.3% | -1.8% | 3.7% | 14.2% | 3.9% | 5.2% | -7.5% | 11.2% | -6.2% | 34.8% | 30.5% | -19.2% | 19.0% | -11.7% | 44.3% | -0.4% | 63.4% |
| International Developed | Canada | EWC | Country | VEA | 0.40% | 9.3% | -1.21% | 1.2% | 5.7% | 10.2% | 0.4% | -4.4% | 3.1% | -3.9% | -3.6% | 8.8% | 8.3% | 11.3% | 6.8% | 10.6% | -11.0% | 29.5% | 8.1% | 30.7% | -15.7% | 17.8% | 26.4% | -22.0% | 3.7% | 8.6% | 12.1% | -10.1% | 22.5% |
| International Developed | EAFE Value | EFV | Regional | EFA | 0.16% | 17.6% | 0.06% | 1.1% | 6.6% | 9.2% | 3.2% | 0.0% | 4.3% | -3.2% | -1.0% | 19.8% | 11.5% | 10.4% | 7.8% | 11.7% | -1.1% | 16.0% | -0.1% | 22.3% | -11.1% | 26.0% | 9.8% | -1.7% | -0.9% | 28.3% | 26.5% | -6.7% | 10.7% |
| U.S. Bonds | Intermediate Core Bond | SCHZ | Bond | BND | -0.48% | 3.7% | 0.09% | 2.2% | 3.6% | 5.3% | 1.3% | -3.4% | 0.2% | -0.4% | -3.2% | 1.3% | -2.3% | 3.1% | 4.0% | 0.0% | -11.0% | 0.5% | 10.3% | 12.1% | 3.3% | 6.2% | 4.9% | 3.0% | 8.9% | 0.5% | 5.7% | 5.3% | 0.0% |
| U.S. Stocks | U.S. Small Cap Growth | SLYG | Size | SLY | 0.52% | 9.0% | 1.04% | 2.8% | 9.7% | 11.8% | -2.3% | -4.2% | 5.0% | -3.4% | -5.5% | 6.0% | 3.9% | 8.2% | 10.8% | 16.7% | -20.3% | 22.8% | 20.7% | 22.4% | -3.6% | 20.0% | 23.9% | 9.1% | 9.6% | 43.9% | 16.2% | 4.6% | 30.8% |
| U.S. Stocks | U.S. Small Cap Value | SLYV | Size | SLY | 0.67% | 7.2% | 1.57% | 5.2% | 11.7% | 14.8% | -2.7% | -5.3% | 6.0% | -5.1% | -5.9% | 4.8% | 9.6% | 9.8% | 11.6% | 16.6% | -9.7% | 32.4% | 4.8% | 26.6% | -11.9% | 17.8% | 34.8% | 0.9% | 17.3% | 44.0% | 20.8% | 0.0% | 28.6% |
| U.S. Stocks | U.S. Mid-Cap Stocks | VO | Size | VTI | 0.43% | 10.7% | -0.23% | 2.2% | 8.3% | 12.0% | -0.7% | -4.7% | 3.5% | -3.6% | -4.5% | 9.1% | 5.6% | 11.9% | 11.0% | 15.6% | -17.4% | 26.2% | 20.2% | 33.2% | -8.2% | 20.2% | 13.1% | 0.3% | 15.4% | 36.9% | 18.1% | -0.5% | 27.5% |
| U.S. Stocks | U.S. Mid-Cap Value | IWS | Style | VO | 0.43% | 7.4% | 0.14% | 3.0% | 9.0% | 11.9% | -1.0% | -3.9% | 4.4% | -3.6% | -4.5% | 6.3% | 8.5% | 10.3% | 10.1% | 14.9% | -10.6% | 30.1% | 7.5% | 29.6% | -10.8% | 14.9% | 22.9% | -2.7% | 17.0% | 36.3% | 21.6% | 1.1% | 28.1% |
| U.S. Bonds | Ginnie Mae MBS | GNMA | Bond | BND | -0.48% | 3.6% | 0.14% | 2.6% | 4.1% | 6.4% | 1.6% | -3.6% | 0.2% | -0.7% | -3.1% | 1.5% | -2.3% | 1.6% | 2.5% | 0.0% | -9.1% | -1.2% | 5.5% | 8.9% | 3.5% | 4.3% | 2.7% | 1.0% | 7.4% | -1.2% | -14.2% | 0.0% | 0.0% |
| International Developed | International Dividend Stocks | DWX | Regional | VEA | -0.17% | 14.2% | 0.49% | 1.6% | 5.4% | 8.7% | 3.8% | -2.2% | 3.2% | -3.2% | -2.1% | 14.7% | 7.2% | 8.8% | 7.7% | 13.9% | -8.8% | 15.4% | -0.4% | 26.8% | -6.2% | 24.6% | 22.5% | -10.1% | 1.0% | 18.5% | 23.4% | -1.0% | 17.8% |
| U.S. Stocks | U.S. Dividend Stocks | SCHD | Regional | VTI | 0.17% | 1.4% | 0.16% | 2.0% | 6.5% | 7.5% | 0.1% | -0.8% | 4.2% | -1.5% | -3.4% | 0.7% | 11.3% | 16.0% | 14.7% | 0.0% | 0.3% | 34.1% | 20.0% | 32.0% | -2.7% | 24.5% | 20.9% | 3.6% | 15.8% | 37.8% | 15.9% | 6.0% | 0.0% |
| U.S. Stocks | U.S. Aerospace & Defense | ITA | Industry | VIS | 0.80% | 10.6% | 0.82% | 3.2% | 8.4% | 13.1% | 6.5% | -8.8% | 0.9% | -1.3% | -8.4% | 12.4% | 10.1% | 8.4% | 11.6% | 16.1% | 11.1% | 10.3% | -12.5% | 32.7% | -6.4% | 35.0% | 21.8% | 5.3% | 11.4% | 59.3% | 16.6% | 6.5% | 17.9% |
| U.S. Stocks | U.S. Agribusiness | MOO | Industry | VTI | 0.22% | -13.8% | -0.91% | -0.5% | 1.5% | 1.9% | -14.1% | -3.7% | 7.0% | -4.4% | -5.9% | -14.2% | 2.2% | 7.4% | 7.4% | 11.6% | -6.1% | 25.5% | 15.9% | 24.0% | -5.3% | 23.4% | 15.5% | -5.9% | 3.1% | 7.8% | 16.5% | -10.6% | 24.1% |
| U.S. Stocks | U.S. Biotech | IBB | Industry | VHT | -0.69% | -5.4% | 1.05% | 3.8% | 7.7% | 7.7% | -2.5% | -3.4% | 1.8% | -0.5% | -4.8% | -7.3% | -5.3% | 4.1% | 5.7% | 12.7% | -13.4% | 1.1% | 26.3% | 25.5% | -11.5% | 19.3% | -21.3% | 11.6% | 34.1% | 65.6% | 32.8% | 11.8% | 15.5% |
| Emerging Markets | Frontier Markets | FM | Regional | VWO | 0.30% | 6.8% | -1.32% | -1.7% | 1.3% | 5.7% | -4.6% | 0.2% | 9.2% | -4.3% | -4.2% | 4.0% | 2.6% | 4.9% | 5.6% | 0.0% | -22.6% | 27.2% | 0.1% | 24.2% | -15.8% | 37.9% | 4.7% | -14.7% | 20.7% | 26.0% | 5.4% | 0.0% | 0.0% |
| Emerging Markets | Vietnam | VNM | Country | VWO | -0.22% | 13.9% | 1.28% | 2.6% | 2.4% | 12.0% | -7.8% | 1.8% | 13.2% | 0.7% | -10.7% | 8.2% | -5.3% | -1.5% | -0.3% | 0.0% | -43.2% | 22.6% | 10.3% | 10.1% | -16.7% | 37.6% | -7.4% | -16.9% | 8.5% | 11.8% | 29.7% | -43.1% | 5.6% |
| Emerging Markets | Latin America | ILF | Regional | VWO | 0.79% | 27.1% | -1.16% | 1.2% | 7.4% | 12.1% | 2.1% | -5.9% | 4.8% | -8.3% | -2.1% | 34.9% | 16.3% | 10.3% | 6.3% | 10.3% | 24.5% | -5.3% | -9.3% | 18.5% | -5.7% | 26.3% | 35.4% | -28.8% | -9.6% | -8.0% | 10.2% | -14.4% | 20.2% |
| International Developed | Europe | VGK | Country | VEA | 0.55% | 18.0% | 0.27% | 1.2% | 7.4% | 12.3% | 2.1% | -5.3% | 2.9% | -4.0% | -4.1% | 17.5% | 8.6% | 11.8% | 8.4% | 13.6% | -13.1% | 20.9% | 9.1% | 29.9% | -11.9% | 31.1% | 4.1% | 1.9% | -1.8% | 30.1% | 27.0% | -5.6% | 13.8% |
| Emerging Markets | Malaysia | EWM | Country | VWO | -0.66% | -4.7% | -1.69% | -1.1% | -0.4% | 2.5% | -2.0% | 2.9% | 9.7% | -4.0% | -2.3% | -2.4% | -2.6% | 0.5% | 4.8% | 12.6% | -3.1% | -1.0% | 5.6% | 1.9% | -2.9% | 33.1% | 3.3% | 21.7% | -5.0% | 14.5% | 18.7% | 6.5% | 47.0% |
| International Developed | France | EWQ | Country | VEA | 1.19% | 20.9% | 1.49% | 1.6% | 7.6% | 12.0% | 1.0% | -7.6% | 1.6% | -3.8% | -5.5% | 19.9% | 11.9% | 13.4% | 9.3% | 11.8% | -9.0% | 26.5% | 4.2% | 30.5% | -10.5% | 32.2% | 8.6% | 2.8% | -7.4% | 28.7% | 29.7% | -14.5% | 1.7% |
| U.S. Stocks | Healthcare | VHT | Sector | VTI | 0.12% | -1.2% | 0.28% | 1.1% | 6.1% | 6.1% | -1.2% | -3.3% | 1.0% | -1.2% | -3.1% | -2.1% | 5.8% | 10.5% | 12.1% | 15.7% | -4.3% | 22.1% | 19.9% | 24.5% | 5.8% | 23.6% | -1.7% | 8.6% | 24.2% | 44.5% | 21.3% | 12.9% | 7.8% |
| International Developed | South Korea | EWY | Country | VEA | 0.58% | 10.1% | -1.83% | -0.3% | 3.8% | 12.7% | -5.1% | -7.0% | 6.6% | -7.6% | -5.6% | 10.9% | -6.7% | 4.2% | 3.3% | 9.9% | -25.7% | -5.6% | 40.6% | 10.4% | -20.2% | 47.4% | 9.9% | -5.6% | -12.3% | 5.3% | 22.8% | -12.2% | 30.9% |
| International Developed | Spain | EWP | Country | VEA | 0.69% | 30.7% | 0.46% | 2.1% | 10.6% | 16.9% | 9.4% | -4.9% | 1.5% | -2.9% | -3.4% | 33.5% | 10.1% | 9.0% | 5.9% | 10.0% | -2.3% | 3.6% | -1.1% | 16.7% | -12.9% | 29.5% | 3.9% | -11.7% | -0.8% | 38.3% | 13.8% | 2.9% | -10.5% |
| U.S. Stocks | U.S. Small Size Stocks | SLY | Size | VTI | -0.62% | 5.6% | 2.26% | 6.8% | 7.8% | 6.7% | -3.5% | 0.0% | 0.0% | 0.0% | 0.0% | 0.7% | 12.7% | 6.1% | 12.5% | 12.2% | -14.8% | 28.0% | 13.2% | 24.4% | -7.7% | 15.7% | 31.9% | 2.4% | 10.2% | 46.7% | 18.4% | 2.5% | 29.4% |
| U.S. Stocks | Telecommunications | VOX | Sector | VTI | 0.65% | 40.0% | 0.82% | -0.1% | 4.8% | 12.4% | 3.8% | -0.4% | 5.9% | -2.9% | -3.2% | 36.7% | 0.1% | 9.9% | 7.6% | 12.0% | -38.4% | 14.9% | 30.3% | 29.3% | -15.1% | -4.7% | 26.7% | 7.0% | 1.3% | 30.1% | 21.6% | 2.0% | 24.1% |
| U.S. Bonds | Long-Term Treasury Bonds | EDV | Bond | BND | -1.21% | -3.2% | 2.77% | 8.1% | 12.2% | 18.2% | 0.4% | -18.2% | -3.2% | -4.7% | -11.4% | -14.2% | -15.2% | -0.4% | 6.3% | 8.5% | -37.4% | -4.2% | 30.9% | 23.5% | 1.5% | 17.3% | 8.1% | 0.4% | 47.9% | -14.5% | 14.0% | 71.0% | 18.5% |
| U.S. Stocks | U.S. Retail | XRT | Industry | VT | 0.02% | 13.1% | 0.05% | 5.0% | 13.0% | 14.5% | 1.0% | -4.0% | 6.3% | -5.2% | -4.8% | 7.3% | 6.3% | 12.9% | 7.7% | 17.1% | -30.2% | 45.0% | 44.2% | 16.1% | -8.4% | 5.6% | 4.9% | -7.6% | 10.9% | 43.3% | 23.1% | 11.0% | 39.1% |
| U.S. Stocks | Airlines | JETS | Industry | VIS | -0.59% | 7.9% | 6.47% | 9.7% | 18.9% | 23.0% | -11.2% | -20.5% | -0.1% | -10.0% | -11.5% | 1.9% | -7.3% | -8.4% | 0.0% | 0.0% | -19.0% | -4.5% | -29.0% | 15.7% | -14.6% | 20.3% | 13.2% | 3.4% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| U.S. Stocks | Consumer Goods | IYK | Industry | VDC | -0.41% | -4.0% | -1.05% | -0.5% | 2.1% | 3.7% | -5.9% | -5.1% | 2.0% | -3.8% | -3.3% | -4.8% | 7.9% | 15.4% | 11.9% | 15.2% | 5.9% | 19.3% | 35.3% | 31.4% | -11.3% | 18.3% | 8.0% | 8.5% | 14.1% | 33.4% | 15.2% | 11.5% | 22.6% |
| Emerging Markets | China | FXI | Country | VWO | -1.37% | -15.3% | -4.78% | -10.1% | -8.0% | -7.4% | -17.6% | -2.4% | 11.9% | -9.9% | -3.2% | -11.3% | -16.9% | -6.1% | -0.4% | 3.9% | -18.6% | -18.8% | 11.6% | 18.5% | -13.9% | 38.2% | 4.3% | -10.1% | 15.2% | 1.7% | 23.4% | -15.5% | 5.7% |
| Emerging Markets | All Emerging Countries | VWO | Regional | VWO | -0.49% | 5.3% | -1.45% | -1.0% | 2.8% | 6.6% | -1.6% | -2.0% | 5.9% | -5.9% | -1.7% | 5.9% | -1.3% | 6.8% | 5.7% | 10.6% | -14.6% | 4.1% | 18.0% | 25.4% | -13.6% | 33.9% | 15.7% | -12.7% | 3.4% | -1.3% | 22.9% | -16.1% | 22.4% |
| Emerging Markets | Brazil | EWZ | Country | VWO | 0.74% | 27.1% | -1.66% | 0.2% | 6.4% | 11.0% | 2.7% | -5.4% | 4.4% | -8.9% | -0.6% | 34.9% | 15.6% | 10.4% | 6.7% | 10.6% | 27.2% | -8.3% | -18.4% | 32.3% | -1.4% | 22.7% | 69.1% | -39.3% | -11.5% | -13.4% | 5.1% | -21.4% | 14.7% |
| Broad | International Stocks | VEU | Regional | VTI | 0.09% | 12.3% | -0.51% | 0.4% | 5.2% | 9.7% | 0.8% | -3.6% | 3.8% | -4.4% | -2.8% | 12.8% | 4.2% | 9.4% | 7.4% | 11.4% | -12.9% | 11.9% | 13.9% | 26.4% | -12.1% | 30.8% | 8.8% | -1.4% | -0.4% | 18.7% | 23.9% | -9.8% | 15.4% |
| Emerging Markets | Mexico | EWW | Country | VWO | 0.61% | 31.2% | 0.20% | 2.3% | 10.4% | 17.1% | 3.2% | -6.4% | 4.6% | -5.2% | -5.6% | 29.5% | 20.6% | 15.0% | 4.1% | 9.7% | 5.0% | 23.1% | -1.5% | 16.3% | -14.3% | 18.2% | -8.6% | -12.0% | -10.3% | 0.9% | 34.9% | -10.4% | 29.5% |
| International Developed | Singapore | EWS | Country | VEA | 1.00% | 3.9% | 0.00% | 0.7% | 0.9% | 4.0% | -6.0% | -0.9% | 8.4% | -7.4% | -1.2% | 6.3% | 3.8% | 4.7% | 5.2% | 12.4% | -7.4% | 12.3% | -5.5% | 21.1% | -8.7% | 39.6% | 5.8% | -13.9% | 7.6% | 5.8% | 40.4% | -13.4% | 31.6% |
| Emerging Markets | Chile | ECH | Country | VWO | -0.03% | 9.1% | -1.27% | 2.9% | 11.6% | 13.8% | -9.2% | -10.3% | 6.1% | -9.0% | -7.1% | 15.8% | 10.1% | -0.7% | 0.8% | 5.7% | 33.9% | -15.2% | -4.4% | -15.7% | -19.4% | 45.6% | 22.4% | -16.5% | -13.0% | -22.6% | 13.8% | -25.0% | 48.6% |
| Emerging Markets | Colombia | GXG | Country | VWO | 1.29% | 15.8% | -0.54% | 1.8% | 7.4% | 9.0% | 0.7% | 0.7% | 10.1% | -11.5% | 3.3% | 26.2% | 0.5% | 1.2% | -4.1% | 0.0% | -12.1% | -9.1% | -10.8% | 35.4% | -18.6% | 12.7% | 26.5% | -39.9% | -23.8% | -10.2% | 31.1% | -13.7% | 54.0% |
| U.S. Bonds | Short-Term Treasury Bonds | SCHO | Bond | BND | -0.21% | 4.4% | -0.17% | 0.5% | 0.9% | 1.2% | 1.9% | 1.0% | 0.6% | 0.5% | -0.1% | 4.6% | 0.5% | 2.5% | 2.0% | 0.0% | -2.6% | -0.3% | 4.4% | 5.9% | 3.5% | 1.5% | 1.4% | 1.1% | 1.0% | 0.7% | 0.5% | 1.9% | 0.3% |
| U.S. Bonds | National Muni Bonds | TFI | Bond | BND | -0.02% | 4.5% | 0.50% | 2.6% | 5.0% | 7.6% | 2.4% | -4.2% | 0.2% | -1.2% | -3.2% | 3.7% | -0.5% | 3.3% | 4.9% | 6.8% | -8.5% | 2.1% | 8.3% | 9.9% | 3.1% | 8.2% | 2.6% | 6.4% | 13.1% | 0.1% | 8.4% | 19.5% | 5.4% |
| U.S. Bonds | California Muni Bonds | CMF | Bond | BND | -0.28% | 4.7% | 0.16% | 1.5% | 3.6% | 5.8% | 1.8% | -3.0% | 0.2% | -1.0% | -2.2% | 3.2% | 0.1% | 3.3% | 4.9% | 7.0% | -6.8% | 2.4% | 6.6% | 9.3% | 3.4% | 7.2% | 2.3% | 6.1% | 15.3% | 1.0% | 11.0% | 22.7% | 2.6% |
| Emerging Markets | Turkey | TUR | Country | VWO | -0.82% | 1.1% | -2.13% | -1.1% | -0.4% | 0.5% | 3.1% | 36.5% | 19.7% | 10.8% | 2.9% | 16.1% | 23.0% | 13.7% | 1.4% | 8.4% | 112.8% | -24.7% | -0.1% | 19.3% | -40.9% | 47.1% | -5.9% | -29.3% | 18.1% | -25.5% | 70.1% | -34.7% | 29.5% |
| Alternatives | Commodities | DBC | Alternatives | VT | 0.43% | -6.6% | -3.36% | -4.3% | -3.8% | -6.8% | -4.9% | 10.0% | 8.7% | -0.3% | 1.5% | -2.7% | 18.4% | 9.5% | -0.4% | 1.7% | 20.1% | 41.3% | -7.9% | 13.6% | -10.9% | 6.2% | 18.6% | -27.6% | -28.1% | -7.6% | 3.5% | -2.6% | 11.9% |
| U.S. Stocks | Energy | VDE | Sector | VTI | 1.19% | -1.0% | -3.55% | -3.5% | -0.8% | -5.5% | -3.0% | 13.8% | 8.3% | 1.9% | 3.1% | 3.6% | 39.6% | 14.9% | 6.4% | 10.5% | 70.0% | 63.7% | -29.1% | 13.7% | -18.8% | 0.2% | 33.5% | -20.1% | -11.7% | 28.8% | 6.1% | 5.2% | 23.3% |
| Broad | U.S. Bonds | BND | Risk Exposure | VT | -0.49% | 3.9% | 0.01% | 2.1% | 3.6% | 5.1% | 1.5% | -3.0% | 0.1% | -0.7% | -2.5% | 1.6% | -2.1% | 3.1% | 4.5% | 6.1% | -10.9% | 0.3% | 10.5% | 12.2% | 4.0% | 7.6% | 5.6% | 3.8% | 9.6% | 1.4% | 6.1% | 13.4% | 12.2% |
| International Developed | Germany | EWG | Country | VEA | 0.38% | 23.8% | 0.94% | 2.8% | 10.5% | 16.8% | 2.4% | -8.3% | 2.6% | -4.8% | -6.2% | 21.7% | 4.3% | 8.2% | 4.8% | 9.7% | -19.8% | 8.8% | 13.4% | 22.8% | -19.8% | 30.6% | 6.7% | -0.7% | -9.7% | 33.8% | 37.5% | -14.8% | 10.3% |
| International Developed | Hong Kong | EWH | Country | VEA | 0.06% | -19.1% | -2.37% | -6.6% | -3.4% | -1.3% | -15.0% | -11.3% | 3.5% | -9.3% | -5.5% | -14.3% | -7.3% | -1.0% | 4.1% | 10.8% | -4.1% | -0.9% | 7.4% | 14.1% | -6.9% | 41.5% | 5.2% | 1.8% | 8.0% | 14.3% | 34.8% | -13.2% | 29.1% |
| Emerging Markets | Peru | EPU | Country | VWO | 1.05% | 12.2% | -2.57% | -0.8% | 5.6% | 5.7% | -6.9% | -1.5% | 10.5% | -5.4% | -5.8% | 14.5% | 4.2% | 3.9% | 5.4% | 0.0% | 7.9% | -8.7% | -1.9% | 10.8% | -12.5% | 34.4% | 65.8% | -34.6% | -1.6% | -23.8% | 29.8% | -18.9% | 63.0% |
| Emerging Markets | India | INDY | Country | VWO | 0.08% | 13.5% | 2.22% | 4.9% | 7.2% | 9.8% | 6.1% | 0.3% | 2.3% | -2.4% | 0.4% | 14.4% | 13.6% | 12.5% | 10.4% | 0.0% | -3.9% | 28.4% | 10.2% | 10.7% | -3.8% | 36.2% | 1.6% | -8.0% | 28.6% | -4.0% | 27.3% | -36.3% | 25.0% |
| U.S. Stocks | Information Technology | VGT | Sector | VTI | 0.89% | 47.7% | 0.61% | 1.7% | 7.7% | 17.0% | 6.0% | -5.8% | 2.9% | -2.2% | -6.3% | 43.0% | 12.6% | 24.2% | 20.8% | 21.7% | -29.1% | 31.4% | 47.6% | 50.5% | 2.3% | 37.6% | 15.5% | 6.6% | 16.7% | 32.5% | 15.5% | 1.4% | 13.4% |
| U.S. Stocks | Clean Energy | ICLN | Industry | VDE | -1.12% | -28.1% | -3.43% | 1.5% | 7.8% | 5.9% | -18.5% | -20.5% | -0.7% | -12.0% | -9.1% | -30.1% | -13.7% | 12.7% | 7.5% | 2.9% | -4.7% | -23.4% | 142.8% | 46.8% | -7.9% | 23.6% | -13.4% | 6.6% | -1.5% | 53.2% | -8.6% | -41.1% | -25.5% |
| U.S. Stocks | Oil Services | OIH | Industry | VDE | 1.36% | -2.3% | -5.73% | -5.9% | -5.5% | -8.8% | -12.4% | 20.0% | 19.5% | -0.9% | 1.3% | 7.4% | 26.2% | 0.5% | -7.8% | 0.5% | 67.9% | 22.6% | -40.4% | -1.3% | -44.9% | -19.0% | 29.8% | -22.5% | -21.5% | 27.6% | 3.2% | -15.8% | 22.9% |
| Alternatives | Oil | USO | Alternatives | DBC | 2.16% | -5.6% | -3.91% | -6.1% | -5.4% | -13.7% | -7.3% | 27.3% | 15.3% | 2.5% | 7.7% | 4.1% | 28.2% | -5.5% | -13.4% | -9.0% | 29.0% | 64.3% | -67.4% | 32.6% | -20.3% | 5.0% | 6.7% | -46.0% | -42.3% | 5.8% | -12.4% | -2.2% | -0.8% |
| International Developed | EAFE Small-Cap | SCZ | Regional | EFA | -0.17% | 8.6% | 0.03% | 1.3% | 6.8% | 13.2% | -0.7% | -4.3% | 3.9% | -3.5% | -4.6% | 8.6% | 1.4% | 7.5% | 7.5% | 13.0% | -19.7% | 13.6% | 13.9% | 29.8% | -15.8% | 35.9% | 6.1% | 11.9% | -3.1% | 33.2% | 27.0% | -11.6% | 26.7% |
| Emerging Markets | Argentina | ARGT | Country | VWO | 0.51% | 51.4% | 0.40% | 3.7% | 27.6% | 29.2% | 13.9% | -9.8% | 2.3% | 1.3% | -13.0% | 66.3% | 24.0% | 18.3% | 12.2% | 0.0% | 15.1% | 4.9% | 14.9% | 15.7% | -32.9% | 50.6% | 28.5% | -1.9% | -3.2% | 15.8% | -17.0% | -26.7% | 0.0% |
| U.S. Bonds | All U.S. Bonds | BND | Bond | VT | -0.49% | 3.9% | 0.01% | 2.1% | 3.6% | 5.1% | 1.5% | -3.0% | 0.1% | -0.7% | -2.5% | 1.6% | -2.1% | 3.1% | 4.5% | 6.1% | -10.9% | 0.3% | 10.5% | 12.2% | 4.0% | 7.6% | 5.6% | 3.8% | 9.6% | 1.4% | 6.1% | 13.4% | 12.2% |
| U.S. Stocks | Banks | KBE | Industry | XLF | 1.10% | -0.4% | 2.67% | 9.3% | 17.7% | 21.9% | 6.5% | 4.3% | 16.6% | -6.9% | -3.8% | -0.8% | 7.3% | 6.8% | 7.6% | 8.7% | -12.3% | 36.7% | -5.5% | 33.4% | -18.2% | 11.8% | 33.5% | 4.6% | 4.7% | 44.1% | 26.0% | -20.2% | 23.9% |
For analysis only. Not financial advice. See disclosure: Please see methodology and disclosure found on this link: https://app.box.com/s/pezt4j0s976nk38h1jqouy3h4mrwkbxn
Summary View
|
Quarter
July - September |
YTD* | ||
|---|---|---|---|
|
Risk Markets |
Global Stocks (VT) | -3.1 % | 18.1 % |
| U.S. Bonds (BND) | -3.0 % | 3.9 % | |
|
Regional Markets |
U.S. Stocks (VTI) | -2.9 % | 22.0 % |
| International Markets (VEU) | -3.6 % | 12.3 % | |
| Developed Markets (VEA) | -4.0 % | 14.0 % | |
| Emerging Markets Stocks (VWO) | -2.0 % | 5.3 % | |
| Styles | U.S. Value Stocks (IWD) | -2.6 % | 7.4 % |
| U.S. Growth Stocks (IWF) | -3.0 % | 38.6 % | |
| Alternatives | Gold (IAU) | -3.9 % | 9.6 % |
| Silver (SIVR) | -2.7 % | -4.0 % | |
| Crude Oil (CLUSD) | 27.3 % | -5.6 % | |
| U.S. Sectors - Best | Energy | 13.8 % | -1.0 % |
| Telecomm | -0.4 % | 40.0 % | |
| U.S. Sectors - Worst | Utilities | -8.6 % | -6.9 % |
| Real Estate | -7.7 % | 6.8 % | |
Risk Exposure
We believe that the most important driver of risk in a public equity portfolio is the mix amont stocks, bonds, and cash. When it comes to stocks, we think that the "market" is best defined by a market cap weighted index that represents all publicly traded securities in the world. Vanguard Total World Stock ETF (VT) is a proxy for modeling the entire global equity market. Similarly, Vanguard Total Bond Market ETF (BND), is a good proxy for representing all U.S. traded bonds. Schwab Short-Term U.S. Treasury ETF (SCHO) can represent the "cash" component.
Sample Portfolios based on Risk Exposure
High Risk/Long-Term Portfolio
Medium Risk/Medium-Term Portfolio
Low Risk/Short-Term Portfolio
most recent full quarter: July
- September 2023
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- September
Regional
A key decision in allocating the equity portion of a portfolio is regional allocation.
Global Stock Market Regional Breakdown (Based on Internal Analysis)
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- September 2023
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U.S. Sectors
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Emerging Markets
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International Developed Markets
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U.S. Styles
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U.S. Size
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Bonds
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Commodities
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Heat Maps
Dynamic Plot of Returns Over Date Types
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