Market Performance
Data Last Updated: 2022-05-20
Performance by Market
Treemap
Select time period
Table
Click on SEARCH PANES button on the left or enter criteria on the Search field located to the right of the table to narrow the segment, category, and/or benchmark
all columns are sortable
| segment | market | symbol | category | primary_benchmark | 1-day | year-to-date | 5-days | 10-days | 20-days | 30-days | 90-days | quarter January - March |
January | February | March | 1-year | 3-year | 5-year | 10-year | 15-year | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Broad | U.S. Stocks | VTI | Regional | VEU | 0.00% | -18.8% | -2.78% | -5.2% | -8.8% | -13.3% | -17.7% | -5.4% | -6.1% | -2.5% | 3.3% | -7.6% | 11.5% | 11.3% | 13.1% | 8.4% | 24.1% | 20.7% | 30.7% | -5.2% | 21.2% | 12.8% | 0.3% | 12.5% | 33.4% | 16.4% | 1.0% | 17.4% |
| Broad | Emerging Markets Stocks | VWO | Regional | VEU | 0.38% | -14.5% | 1.69% | 0.6% | -3.2% | -8.6% | -16.2% | -6.5% | 0.4% | -3.7% | -3.3% | -18.4% | 3.7% | 2.9% | 3.4% | 2.3% | -1.5% | 15.0% | 20.8% | -14.8% | 31.5% | 12.2% | -15.8% | -0.1% | -4.9% | 19.2% | -18.8% | 19.5% |
| Emerging Markets | Indonesia | IDX | Country | VWO | -0.10% | 3.3% | 1.64% | -6.1% | -5.2% | -4.8% | 1.1% | 6.7% | 0.1% | 3.6% | 2.9% | 12.4% | 2.3% | -1.5% | -0.9% | 8.3% | -3.7% | -7.5% | 6.2% | -10.5% | 19.3% | 16.8% | -22.4% | 16.7% | -23.2% | 2.4% | -0.6% | 44.6% |
| International Developed | Switzerland | EWL | Country | VEA | -0.32% | -17.2% | -0.34% | -2.0% | -8.4% | -12.1% | -15.0% | -6.9% | -6.5% | -2.8% | 2.4% | -5.5% | 8.1% | 6.4% | 9.1% | 5.5% | 18.0% | 11.8% | 31.6% | -9.2% | 23.3% | 0.0% | 0.3% | -1.7% | 25.6% | 21.9% | -7.9% | 14.5% |
| Emerging Markets | Russia | RSX | Country | VWO | 0.00% | -78.8% | 0.00% | 0.0% | 0.0% | 0.0% | -78.7% | -78.8% | -10.1% | -54.7% | -47.9% | -79.3% | -33.8% | -19.7% | -11.1% | -9.7% | 10.3% | 0.1% | 40.8% | -7.0% | 4.2% | 47.4% | 3.7% | -47.3% | -0.9% | 15.1% | -28.2% | 22.1% |
| International Developed | United Kingdom | EWU | Country | VEA | 1.01% | -3.2% | 1.74% | 1.5% | -2.7% | -6.0% | -6.2% | 1.5% | 2.3% | -1.2% | 0.4% | -2.6% | 1.9% | 1.5% | 3.7% | 0.5% | 13.2% | -11.8% | 21.2% | -14.3% | 21.6% | -1.2% | -7.1% | -7.6% | 19.6% | 15.4% | -3.9% | 10.2% |
| U.S. Stocks | Pharmaceuticals | IHE | Industry | VHT | 1.96% | -3.7% | 2.62% | 4.0% | 1.9% | -5.1% | -2.9% | -2.3% | -4.6% | -3.6% | 6.2% | 5.0% | 10.2% | 6.3% | 10.3% | 9.6% | 11.2% | 13.2% | 15.5% | -7.8% | 10.7% | -11.7% | 8.9% | 29.9% | 40.6% | 13.4% | 21.0% | 12.7% |
| Alternatives | Gold | IAU | Alternatives | VT | 0.03% | 0.7% | 1.89% | -2.0% | -4.6% | -4.5% | 1.0% | 5.8% | -1.7% | 6.1% | 1.4% | -1.7% | 42.1% | 23.7% | 8.5% | 11.8% | -4.0% | 150.1% | 18.0% | -1.8% | 12.9% | 8.3% | -10.6% | -2.1% | -28.3% | 6.9% | 9.6% | 29.5% |
| Alternatives | Silver | SIVR | Alternatives | VT | -0.94% | -6.5% | 3.41% | -2.7% | -9.9% | -11.6% | -4.5% | 6.5% | -3.2% | 8.8% | 1.2% | -21.8% | 14.2% | 4.9% | -3.0% | 2.8% | -12.4% | 47.6% | 15.1% | -9.0% | 5.9% | 14.9% | -12.1% | -19.7% | -36.1% | 9.1% | -10.4% | 82.1% |
| International Developed | Europe, Australasia and Far East | EFA | Regional | VEA | 0.68% | -13.9% | 1.16% | 0.7% | -3.8% | -7.0% | -14.1% | -6.5% | -3.6% | -3.4% | 0.5% | -12.9% | 3.6% | 2.8% | 6.1% | 1.6% | 7.8% | 7.6% | 22.0% | -13.8% | 25.2% | 1.4% | -1.0% | -6.2% | 21.4% | 18.8% | -12.3% | 8.1% |
| International Developed | EAFE Growth | EFG | Regional | EFA | 0.66% | -22.7% | 0.44% | 0.2% | -6.1% | -10.5% | -19.7% | -12.7% | -9.5% | -3.9% | 0.3% | -17.5% | 4.0% | 4.0% | 6.7% | 2.7% | 9.3% | 17.8% | 27.4% | -12.9% | 28.9% | -3.1% | 3.7% | -5.9% | 21.6% | 18.4% | -12.9% | 13.0% |
| Emerging Markets | Thailand | THD | Country | VWO | 0.15% | -2.9% | 2.92% | 0.9% | -2.3% | -3.8% | -3.8% | 2.4% | 0.6% | 4.4% | -2.5% | -5.5% | -3.5% | 1.0% | 3.2% | 4.7% | -1.2% | -9.9% | 8.3% | -8.2% | 31.5% | 26.3% | -22.0% | 15.5% | -14.6% | 40.3% | -4.2% | 56.7% |
| International Developed | Canada | EWC | Country | VEA | -0.30% | -5.8% | 0.86% | -1.7% | -5.2% | -9.0% | -6.8% | 4.6% | -0.6% | 0.1% | 5.2% | -1.3% | 10.6% | 8.6% | 5.6% | 3.2% | 24.6% | 5.5% | 27.6% | -17.2% | 15.7% | 23.8% | -23.9% | 1.1% | 5.3% | 9.1% | -12.4% | 19.8% |
| International Developed | EAFE Value | EFV | Regional | EFA | 0.69% | -4.8% | 2.01% | 1.4% | -1.8% | -3.6% | -8.6% | -0.3% | 2.1% | -2.9% | 0.6% | -8.1% | 2.4% | 1.1% | 5.0% | 0.3% | 6.7% | -2.9% | 15.8% | -14.6% | 21.3% | 5.0% | -5.9% | -6.8% | 21.9% | 18.9% | -12.4% | 4.5% |
| U.S. Bonds | Intermediate Core Bond | SCHZ | Bond | BND | 0.33% | -9.4% | 0.63% | 1.6% | 0.1% | -2.0% | -8.1% | -5.9% | -2.2% | -1.0% | -2.7% | -9.2% | -0.7% | 0.5% | 1.3% | 1.2% | -3.6% | 6.6% | 8.7% | -0.1% | 3.5% | 2.2% | 0.4% | 6.2% | -2.0% | 3.3% | 4.2% | 0.0% |
| U.S. Stocks | U.S. Small Cap Growth | SLYG | Size | SLY | -0.01% | -21.6% | -2.14% | -3.5% | -7.8% | -10.7% | -19.0% | -9.5% | -10.2% | 0.5% | 0.2% | -13.7% | 7.8% | 8.4% | 11.9% | 9.0% | 21.5% | 19.4% | 21.0% | -4.2% | 14.6% | 22.2% | 2.5% | 4.0% | 42.6% | 14.2% | 3.7% | 30.2% |
| U.S. Stocks | U.S. Small Cap Value | SLYV | Size | SLY | -0.72% | -10.3% | -0.90% | -2.6% | -6.2% | -6.2% | -11.6% | -1.6% | -4.3% | 2.4% | 0.4% | -9.6% | 9.7% | 7.9% | 11.6% | 7.7% | 28.4% | 2.3% | 24.3% | -12.8% | 11.6% | 31.2% | -6.4% | 6.9% | 40.6% | 17.4% | -1.7% | 24.6% |
| U.S. Stocks | U.S. Mid-Cap Stocks | VO | Size | VTI | 0.19% | -18.2% | -2.00% | -3.9% | -8.4% | -11.7% | -16.0% | -6.4% | -7.9% | -1.0% | 2.7% | -8.1% | 10.0% | 9.5% | 12.1% | 8.0% | 23.2% | 17.7% | 31.0% | -9.2% | 19.3% | 11.3% | -1.3% | 13.8% | 35.0% | 16.2% | -2.0% | 25.7% |
| U.S. Stocks | U.S. Mid-Cap Value | IWS | Style | VO | -0.01% | -10.9% | -1.73% | -3.5% | -6.9% | -8.3% | -11.1% | -1.9% | -4.4% | -0.5% | 3.1% | -4.1% | 9.3% | 7.5% | 11.3% | 6.9% | 26.2% | 4.4% | 26.8% | -12.4% | 13.1% | 19.8% | -5.0% | 14.4% | 33.2% | 18.3% | -1.6% | 24.5% |
| U.S. Bonds | Ginnie Mae MBS | GNMA | Bond | BND | 0.19% | -6.3% | 0.82% | 1.9% | 1.4% | -1.2% | -5.5% | -3.9% | -1.3% | -0.5% | -2.2% | -7.2% | -1.0% | 0.2% | 0.7% | 0.6% | -2.2% | 2.9% | 5.9% | 0.8% | 1.7% | 1.0% | 0.4% | 6.0% | -2.5% | 1.5% | 0.0% | 0.0% |
| International Developed | International Dividend Stocks | DWX | Regional | VEA | 0.49% | -4.5% | 1.82% | 1.1% | -3.0% | -5.6% | -5.6% | 0.1% | 1.0% | -1.5% | 0.6% | -4.8% | 1.8% | 2.1% | 3.0% | 0.1% | 6.4% | -5.4% | 20.2% | -11.1% | 18.9% | 14.1% | -16.5% | -6.6% | 6.0% | 10.5% | -11.6% | 7.8% |
| U.S. Stocks | U.S. Dividend Stocks | SCHD | Regional | VTI | 0.44% | -6.9% | -2.06% | -3.0% | -3.9% | -5.8% | -8.2% | -1.8% | -2.7% | -1.9% | 3.0% | -0.5% | 15.4% | 13.5% | 13.8% | 9.6% | 26.1% | 14.3% | 27.2% | -5.5% | 20.8% | 16.5% | -0.3% | 11.7% | 32.9% | 11.4% | 5.3% | 0.0% |
| U.S. Stocks | U.S. Aerospace & Defense | ITA | Industry | VIS | -0.93% | -6.2% | -2.48% | -6.7% | -11.1% | -13.4% | -9.6% | 8.0% | -1.6% | 10.7% | -0.9% | -7.2% | -1.4% | 5.7% | 13.3% | 9.1% | 8.7% | -13.9% | 30.5% | -7.2% | 35.3% | 20.2% | 4.1% | 9.9% | 57.0% | 13.9% | 5.1% | 16.7% |
| U.S. Stocks | U.S. Agribusiness | MOO | Industry | VTI | -1.64% | -1.2% | -1.05% | -2.7% | -8.0% | -11.0% | -0.9% | 9.6% | -2.3% | 3.2% | 8.6% | 2.9% | 16.5% | 12.8% | 9.0% | 7.1% | 22.5% | 14.6% | 22.3% | -6.0% | 21.8% | 12.7% | -8.9% | -0.6% | 5.3% | 14.0% | -11.4% | 23.0% |
| U.S. Stocks | U.S. Biotech | IBB | Industry | VHT | 0.51% | -24.2% | 2.19% | 2.2% | -6.0% | -13.7% | -19.4% | -14.5% | -13.6% | -4.4% | 3.5% | -22.4% | 4.3% | 3.8% | 11.1% | 10.4% | 0.7% | 25.9% | 25.2% | -9.5% | 21.1% | -21.4% | 11.6% | 33.9% | 65.6% | 32.2% | 11.7% | 14.8% |
| Emerging Markets | Frontier Markets | FM | Regional | VWO | 0.00% | -15.5% | 0.21% | -5.5% | -8.5% | -11.9% | -16.3% | -5.8% | -1.5% | -0.6% | -3.7% | -6.8% | 3.6% | 2.4% | 4.2% | 2.8% | 21.7% | -3.4% | 19.8% | -18.0% | 36.1% | 2.1% | -17.2% | 3.2% | 23.7% | 5.4% | 0.0% | 0.0% |
| Emerging Markets | Vietnam | VNM | Country | VWO | -0.77% | -27.1% | 1.63% | -6.9% | -10.3% | -18.5% | -26.5% | -11.2% | -6.9% | -1.3% | -3.3% | -17.8% | -1.7% | 2.6% | -0.2% | -2.1% | 21.5% | 9.9% | 9.2% | -16.8% | 38.8% | -9.7% | -20.0% | 5.1% | 7.7% | 26.2% | -43.8% | 4.0% |
| Emerging Markets | Latin America | ILF | Regional | VWO | 1.88% | 15.7% | 5.61% | 7.1% | -1.8% | -9.6% | 13.0% | 29.5% | 8.6% | 5.6% | 13.0% | -7.3% | -2.3% | -0.2% | -1.7% | -0.6% | -20.1% | -11.7% | 13.8% | -6.9% | 26.3% | 32.4% | -31.5% | -12.3% | -12.6% | 5.8% | -18.5% | 15.5% |
| International Developed | Europe | VGK | Country | VEA | 0.42% | -15.9% | 1.22% | 1.0% | -5.4% | -7.6% | -16.0% | -8.5% | -3.6% | -5.3% | 0.2% | -13.3% | 4.1% | 2.8% | 6.5% | 1.7% | 13.5% | 5.1% | 24.9% | -14.9% | 27.0% | -0.4% | -2.0% | -7.1% | 24.3% | 21.5% | -11.6% | 6.1% |
| Emerging Markets | Malaysia | EWM | Country | VWO | -0.21% | -4.4% | 0.38% | -1.0% | -4.1% | -7.5% | -5.6% | 2.3% | -2.2% | 5.9% | -1.2% | -9.6% | -3.9% | -3.0% | -2.3% | 0.5% | -13.1% | 3.2% | -1.4% | -6.3% | 24.3% | -4.0% | -20.7% | -11.6% | 7.8% | 14.8% | -2.7% | 39.0% |
| International Developed | France | EWQ | Country | VEA | -0.03% | -15.9% | 0.77% | 1.2% | -4.4% | -4.5% | -17.1% | -9.1% | -2.6% | -6.8% | 0.0% | -12.3% | 4.7% | 3.9% | 7.8% | 1.4% | 16.9% | 2.8% | 26.7% | -12.9% | 29.1% | 4.9% | 0.3% | -10.8% | 24.1% | 24.5% | -17.7% | -2.6% |
| U.S. Stocks | Healthcare | VHT | Sector | VTI | 1.21% | -10.6% | 1.02% | 0.1% | -3.8% | -9.9% | -7.4% | -4.3% | -7.9% | -1.0% | 5.0% | 0.8% | 13.8% | 12.6% | 15.2% | 10.9% | 19.1% | 18.0% | 21.9% | 5.6% | 23.3% | -3.2% | 7.1% | 25.5% | 42.7% | 19.0% | 10.7% | 5.7% |
| International Developed | South Korea | EWY | Country | VEA | 0.99% | -15.1% | 0.96% | 0.0% | -2.1% | -4.9% | -15.5% | -8.5% | -7.0% | 0.0% | -1.6% | -26.6% | 7.3% | 1.3% | 3.7% | 2.4% | -9.5% | 39.4% | 8.0% | -20.4% | 45.0% | 8.5% | -8.0% | -13.5% | 3.5% | 21.9% | -13.5% | 29.6% |
| International Developed | Spain | EWP | Country | VEA | 0.97% | -5.0% | 3.57% | 2.7% | -2.0% | -2.5% | -7.7% | -3.1% | 0.4% | -3.0% | -0.5% | -15.9% | -2.5% | -3.2% | 3.9% | -1.6% | -2.8% | -4.0% | 11.9% | -15.3% | 27.0% | -1.8% | -15.5% | -6.3% | 31.9% | 5.4% | -10.1% | -18.9% |
| U.S. Stocks | U.S. Small Size Stocks | SLY | Size | VTI | -0.42% | -16.0% | -1.46% | -3.0% | -6.9% | -8.4% | -15.3% | -5.7% | -7.4% | 1.5% | 0.3% | -11.7% | 9.1% | 8.3% | 11.8% | 8.4% | 25.1% | 11.2% | 22.6% | -8.5% | 13.1% | 26.6% | -1.8% | 5.5% | 41.0% | 15.7% | 1.1% | 27.3% |
| U.S. Stocks | Telecommunications | VOX | Sector | VTI | 0.02% | -26.2% | -1.54% | -2.2% | -6.4% | -15.6% | -25.3% | -11.3% | -6.1% | -5.9% | 0.3% | -24.5% | 5.6% | 3.0% | 7.2% | 4.0% | 12.8% | 28.9% | 28.0% | -16.8% | -5.5% | 22.8% | 2.7% | 3.9% | 24.2% | 16.6% | -2.1% | 19.5% |
| U.S. Bonds | Long-Term Treasury Bonds | EDV | Bond | BND | 1.45% | -25.0% | 2.84% | 5.4% | -2.5% | -9.2% | -22.3% | -13.1% | -4.7% | -2.5% | -6.4% | -15.7% | -1.6% | 0.8% | 2.0% | 5.5% | -8.1% | 23.0% | 18.7% | -3.4% | 14.0% | 1.6% | -4.8% | 44.7% | -19.9% | 2.4% | 56.1% | 9.9% |
| U.S. Stocks | U.S. Retail | XRT | Industry | VT | -2.17% | -32.0% | -9.44% | -11.7% | -16.0% | -18.2% | -29.6% | -16.2% | -9.5% | -5.5% | -2.1% | -32.6% | 14.1% | 9.7% | 9.0% | 8.5% | 40.5% | 41.7% | 14.1% | -8.0% | 4.2% | 3.3% | -8.9% | 9.8% | 42.2% | 20.7% | 9.8% | 37.3% |
| U.S. Stocks | Airlines | JETS | Industry | VIS | -1.38% | -8.7% | 0.57% | -5.7% | -13.9% | -6.0% | -13.5% | 3.2% | 0.6% | 1.2% | 1.3% | -26.7% | -12.7% | -7.8% | -1.9% | -1.3% | -5.7% | -28.9% | 14.4% | -14.3% | 18.6% | 12.6% | 3.2% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| U.S. Stocks | Consumer Goods | IYK | Industry | VDC | 0.51% | -2.6% | -6.01% | -5.7% | -7.5% | -5.9% | -3.6% | 0.5% | 0.8% | -1.1% | 0.8% | 11.4% | 18.7% | 12.1% | 12.7% | 10.0% | 15.3% | 32.2% | 28.2% | -13.8% | 16.5% | 4.8% | 5.7% | 11.6% | 30.2% | 12.0% | 8.4% | 19.0% |
| U.S. Stocks | Clean Energy | ICLN | Industry | VDE | 0.54% | -10.4% | 7.50% | 2.1% | -2.0% | -11.8% | -3.9% | 1.6% | -11.5% | 10.4% | 3.9% | -13.1% | 25.3% | 19.0% | 12.8% | -4.7% | -25.0% | 141.6% | 44.4% | -9.0% | 21.9% | -16.9% | 3.8% | -4.8% | 49.5% | -12.8% | -43.8% | -27.6% |
| U.S. Stocks | Oil Services | OIH | Industry | VDE | 0.13% | 44.5% | 1.72% | -3.6% | -4.8% | -4.9% | 21.1% | 53.0% | 22.2% | 9.9% | 13.9% | 25.8% | -2.9% | -12.3% | -8.1% | -7.4% | 20.0% | -41.1% | -3.6% | -45.0% | -19.8% | 28.2% | -24.6% | -23.5% | 25.9% | 1.9% | -17.3% | 20.2% |
| Alternatives | Oil | USO | Alternatives | DBC | 1.34% | 50.4% | 0.46% | -0.5% | 7.2% | 11.8% | 40.6% | 36.5% | 15.0% | 8.0% | 9.9% | 88.3% | -7.8% | -0.4% | -11.5% | -10.1% | 64.3% | -67.4% | 32.6% | -19.9% | 2.6% | 6.7% | -45.9% | -42.3% | 5.9% | -12.4% | -2.2% | -0.8% |
| International Developed | EAFE Small-Cap | SCZ | Regional | EFA | 0.43% | -17.6% | 1.72% | 0.9% | -5.2% | -7.8% | -16.6% | -9.3% | -6.1% | -3.0% | -0.4% | -18.1% | 3.9% | 2.9% | 7.9% | 3.5% | 6.9% | 11.7% | 24.6% | -17.6% | 32.7% | 2.6% | 9.1% | -6.1% | 28.6% | 21.4% | -15.1% | 21.5% |
| Emerging Markets | Argentina | ARGT | Country | VWO | -1.43% | -5.2% | 1.21% | -2.9% | -9.3% | -16.5% | -1.3% | 14.0% | -0.9% | 4.4% | 10.1% | -0.3% | 2.5% | 0.3% | 7.0% | 0.4% | 2.8% | 14.6% | 14.5% | -32.6% | 53.8% | 28.1% | -2.8% | -3.8% | 15.0% | -17.8% | -28.9% | 0.0% |
| U.S. Bonds | All U.S. Bonds | BND | Bond | VT | 0.30% | -9.4% | 0.51% | 1.4% | 0.0% | -2.2% | -8.3% | -5.8% | -2.1% | -1.1% | -2.8% | -9.3% | -0.6% | 0.6% | 1.4% | 3.1% | -3.8% | 6.9% | 8.9% | -0.1% | 3.6% | 2.5% | 0.5% | 5.8% | -2.1% | 3.8% | 8.0% | 6.2% |
| U.S. Stocks | Banks | KBE | Industry | XLF | 0.00% | -15.3% | -0.35% | -3.9% | -6.9% | -7.2% | -22.5% | -3.4% | 0.9% | 2.9% | -6.9% | -14.5% | 3.7% | 3.8% | 9.8% | 0.3% | 30.5% | -9.3% | 29.7% | -19.6% | 10.4% | 30.8% | 2.5% | 2.8% | 41.3% | 22.6% | -22.1% | 23.0% |
| Emerging Markets | China | FXI | Country | VWO | 0.39% | -16.8% | 2.73% | 4.6% | 3.1% | -5.7% | -19.6% | -12.6% | 3.7% | -8.0% | -8.4% | -32.4% | -7.4% | -3.2% | 1.3% | 0.6% | -21.2% | 8.9% | 14.9% | -13.3% | 36.2% | 1.1% | -12.9% | 11.4% | -2.2% | 19.2% | -17.5% | 3.5% |
| Emerging Markets | All Emerging Countries | VWO | Regional | VWO | 0.38% | -14.5% | 1.69% | 0.6% | -3.2% | -8.6% | -16.2% | -6.5% | 0.4% | -3.7% | -3.3% | -18.4% | 3.7% | 2.9% | 3.4% | 2.3% | -1.5% | 15.0% | 20.8% | -14.8% | 31.5% | 12.2% | -15.8% | -0.1% | -4.9% | 19.2% | -18.8% | 19.5% |
| Emerging Markets | Brazil | EWZ | Country | VWO | 2.44% | 19.8% | 5.42% | 7.3% | -3.3% | -11.0% | 20.1% | 34.7% | 12.7% | 4.0% | 15.0% | -9.0% | -2.2% | 1.2% | -2.1% | -1.0% | -24.3% | -20.3% | 27.7% | -2.6% | 23.7% | 64.4% | -41.7% | -15.5% | -17.5% | 0.4% | -24.2% | 7.7% |
| Broad | International Stocks | VEU | Regional | VTI | 0.57% | -13.4% | 1.29% | 0.6% | -3.6% | -7.3% | -14.3% | -5.9% | -2.4% | -3.1% | -0.5% | -14.2% | 4.3% | 3.3% | 5.7% | 2.2% | 5.1% | 10.9% | 21.8% | -14.2% | 27.4% | 4.9% | -4.8% | -4.6% | 14.3% | 18.9% | -14.0% | 11.8% |
| Emerging Markets | Mexico | EWW | Country | VWO | 0.71% | 1.0% | 4.52% | 5.5% | -0.7% | -4.4% | 1.2% | 8.6% | -4.1% | 3.7% | 9.2% | 8.8% | 6.2% | 1.4% | 0.9% | 0.6% | 17.7% | -3.1% | 12.6% | -14.6% | 14.5% | -9.3% | -14.2% | -11.6% | -1.6% | 32.8% | -12.0% | 27.9% |
| International Developed | Singapore | EWS | Country | VEA | 1.22% | -11.0% | 2.54% | -0.4% | -2.7% | -8.0% | -12.0% | -2.6% | -1.4% | -0.5% | -0.7% | -17.5% | -4.6% | -1.5% | 1.2% | 1.2% | -0.4% | -8.5% | 14.5% | -11.3% | 34.8% | 0.7% | -18.3% | 2.7% | 0.0% | 31.8% | -18.7% | 24.6% |
| Emerging Markets | Chile | ECH | Country | VWO | 0.42% | 21.5% | 7.01% | 8.3% | 4.6% | -2.3% | 15.2% | 25.9% | 13.9% | -1.1% | 11.7% | 0.7% | -9.3% | -6.6% | -5.8% | -2.0% | -23.5% | -7.1% | -17.8% | -19.0% | 41.8% | 19.5% | -18.5% | -14.7% | -23.9% | 11.4% | -26.4% | 46.6% |
| Emerging Markets | Colombia | GXG | Country | VWO | 3.85% | 5.9% | -0.51% | -4.6% | -12.4% | -13.8% | 3.2% | 22.3% | 11.2% | 1.1% | 8.8% | 6.7% | -2.8% | -3.6% | -7.7% | 1.7% | -13.4% | -14.7% | 30.3% | -19.9% | 11.9% | 24.1% | -41.1% | -26.9% | -15.0% | 27.4% | -15.2% | 51.7% |
| U.S. Bonds | Short-Term Treasury Bonds | SCHO | Bond | BND | 0.06% | -2.6% | 0.16% | 0.5% | 0.4% | 0.1% | -2.3% | -2.5% | -0.7% | -0.4% | -1.4% | -3.4% | 0.4% | 0.8% | 0.7% | 0.5% | -1.0% | 3.0% | 3.4% | 1.3% | 0.3% | 0.8% | 0.4% | 0.5% | 0.4% | 0.2% | 1.4% | 0.2% |
| U.S. Bonds | National Muni Bonds | TFI | Bond | BND | 0.44% | -11.7% | 0.42% | -0.5% | -1.7% | -4.1% | -10.8% | -7.2% | -2.9% | -0.8% | -3.7% | -11.7% | -1.9% | 0.2% | 1.6% | 2.8% | -1.2% | 5.2% | 7.4% | 0.5% | 5.5% | -0.4% | 3.4% | 9.8% | -3.9% | 6.3% | 13.8% | -0.5% |
| U.S. Bonds | California Muni Bonds | CMF | Bond | BND | 0.33% | -10.1% | 0.44% | -0.1% | -1.3% | -3.1% | -9.2% | -6.4% | -3.0% | -0.3% | -3.2% | -9.9% | -1.4% | 0.5% | 1.9% | 3.1% | -0.6% | 4.0% | 7.0% | 1.0% | 4.7% | -0.1% | 3.0% | 11.4% | -2.8% | 7.4% | 16.4% | -2.6% |
| Emerging Markets | Turkey | TUR | Country | VWO | -1.69% | 8.9% | -4.35% | -9.0% | -11.1% | -6.3% | 0.7% | 11.4% | 9.9% | -8.3% | 10.5% | -12.2% | 0.5% | -10.9% | -6.0% | -3.6% | -29.8% | -1.2% | 14.4% | -41.5% | 37.6% | -6.6% | -31.5% | 15.7% | -27.3% | 65.7% | -36.6% | 25.7% |
| Alternatives | Commodities | DBC | Alternatives | VT | 0.14% | 34.6% | -0.25% | -1.2% | 3.0% | 5.9% | 29.7% | 25.4% | 7.9% | 6.5% | 9.2% | 53.9% | 21.2% | 13.8% | 0.8% | 1.0% | 41.4% | -7.9% | 11.9% | -11.6% | 4.9% | 18.5% | -27.6% | -28.1% | -7.7% | 3.5% | -2.6% | 11.9% |
| U.S. Stocks | Energy | VDE | Sector | VTI | 0.44% | 46.8% | 1.43% | -1.9% | 5.9% | 4.2% | 29.1% | 39.0% | 17.5% | 7.5% | 10.0% | 59.1% | 12.4% | 6.7% | 4.3% | 3.0% | 50.0% | -33.7% | 9.3% | -19.9% | -2.5% | 29.2% | -23.2% | -9.9% | 25.9% | 3.4% | 2.8% | 21.1% |
| Broad | U.S. Bonds | BND | Risk Exposure | VT | 0.30% | -9.4% | 0.51% | 1.4% | 0.0% | -2.2% | -8.3% | -5.8% | -2.1% | -1.1% | -2.8% | -9.3% | -0.6% | 0.6% | 1.4% | 3.1% | -3.8% | 6.9% | 8.9% | -0.1% | 3.6% | 2.5% | 0.5% | 5.8% | -2.1% | 3.8% | 8.0% | 6.2% |
| International Developed | Germany | EWG | Country | VEA | 0.54% | -20.4% | 1.20% | 2.6% | -3.7% | -5.5% | -21.6% | -13.4% | -2.4% | -9.2% | -2.4% | -24.1% | -0.5% | -1.6% | 4.5% | 0.9% | 3.2% | 10.1% | 19.1% | -21.3% | 27.4% | 3.6% | -2.8% | -12.0% | 30.8% | 32.5% | -17.6% | 8.2% |
| International Developed | Hong Kong | EWH | Country | VEA | 1.07% | -6.1% | 3.12% | 4.2% | 0.5% | -2.8% | -6.8% | -2.7% | 2.2% | -4.4% | -0.5% | -19.2% | -2.8% | 1.2% | 6.1% | 4.7% | -5.9% | 4.2% | 10.7% | -8.7% | 36.5% | 3.3% | -1.2% | 3.3% | 9.5% | 29.4% | -16.2% | 24.1% |
| Emerging Markets | Peru | EPU | Country | VWO | 0.88% | 0.5% | 3.88% | -0.3% | -11.1% | -19.5% | -8.3% | 25.6% | 11.2% | 5.8% | 6.8% | -10.4% | -4.1% | -1.2% | -1.3% | 3.0% | -14.6% | -4.3% | 7.3% | -12.1% | 29.7% | 64.1% | -35.8% | -3.5% | -25.4% | 24.2% | -21.8% | 57.8% |
| Emerging Markets | India | INDY | Country | VWO | 0.66% | -10.3% | 1.17% | -1.8% | -5.8% | -9.5% | -15.0% | -2.4% | 1.1% | -5.3% | 1.8% | -6.4% | 3.7% | 5.2% | 8.0% | 4.0% | 11.5% | 10.1% | 10.0% | -4.3% | 36.2% | 1.0% | -8.6% | 27.9% | -4.8% | 26.6% | -36.7% | 24.4% |
| U.S. Stocks | Information Technology | VGT | Sector | VTI | 0.16% | -26.2% | -3.60% | -6.9% | -9.4% | -16.3% | -23.3% | -9.0% | -7.8% | -4.3% | 3.3% | -5.9% | 19.8% | 20.0% | 18.7% | 13.7% | 29.5% | 45.8% | 48.6% | 2.5% | 37.1% | 13.8% | 5.1% | 18.0% | 30.9% | 14.0% | 0.6% | 12.8% |
| International Developed | Israel | EIS | Country | VEA | -0.05% | -18.5% | -0.44% | -2.3% | -10.8% | -14.4% | -19.0% | -4.8% | -5.1% | 0.4% | 0.0% | -3.6% | 6.1% | 5.0% | 6.7% | 3.5% | 21.5% | 12.0% | 20.9% | -4.9% | 12.8% | -4.0% | 7.8% | -1.7% | 18.3% | 8.8% | -32.8% | 15.3% |
| U.S. Stocks | U.S. Growth Stocks | IWF | Style | VTI | -0.20% | -26.8% | -4.13% | -6.9% | -11.4% | -18.1% | -23.9% | -9.0% | -8.7% | -4.2% | 4.0% | -10.0% | 14.3% | 14.7% | 14.9% | 10.5% | 26.7% | 38.1% | 35.8% | -1.7% | 29.9% | 7.0% | 5.6% | 12.8% | 33.2% | 15.3% | 2.4% | 16.5% |
| International Developed | Italy | EWI | Country | VEA | -0.14% | -16.1% | 1.65% | 2.1% | -2.8% | -4.6% | -17.5% | -10.0% | -1.2% | -6.7% | -2.4% | -14.1% | 2.6% | 1.8% | 5.3% | -3.4% | 11.4% | 1.6% | 27.0% | -17.2% | 28.8% | -8.5% | 3.1% | -10.8% | 19.1% | 15.4% | -24.2% | -14.2% |
| U.S. Stocks | Consumer Discretionary | VCR | Sector | VTI | -1.57% | -31.1% | -7.28% | -10.5% | -19.0% | -21.3% | -29.3% | -10.3% | -9.8% | -3.6% | 3.1% | -20.3% | 11.7% | 12.1% | 14.6% | 10.4% | 23.6% | 48.3% | 27.5% | -2.3% | 22.8% | 6.7% | 6.3% | 9.5% | 43.6% | 24.6% | 3.6% | 30.6% |
| International Developed | Japan | EWJ | Country | VEA | 1.28% | -14.8% | 1.36% | 0.7% | 0.3% | -4.3% | -14.8% | -8.0% | -4.3% | -1.8% | -2.1% | -14.1% | 3.4% | 2.7% | 6.2% | 1.4% | -0.9% | 15.4% | 19.3% | -14.1% | 24.3% | 2.8% | 9.2% | -6.2% | 25.9% | 9.2% | -14.8% | 13.6% |
| International Developed | South Africa | EZA | Country | VEA | -0.76% | -1.6% | 0.57% | 1.8% | -6.4% | -16.1% | -6.8% | 19.7% | 9.3% | 3.8% | 5.5% | -9.8% | 1.0% | -0.8% | 0.6% | 1.2% | 5.8% | -5.2% | 9.6% | -25.2% | 36.1% | 16.7% | -26.0% | 2.7% | -7.5% | 21.1% | -15.7% | 37.0% |
| Emerging Markets | Taiwan | EWT | Country | VWO | 0.40% | -18.4% | 0.81% | -1.5% | -4.6% | -9.4% | -19.0% | -7.8% | -2.6% | -1.5% | -3.9% | -8.7% | 20.0% | 11.8% | 10.6% | 7.1% | 25.5% | 31.5% | 33.4% | -9.9% | 26.8% | 17.8% | -12.8% | 6.8% | 7.8% | 18.6% | -21.9% | 22.8% |
| U.S. Stocks | Financials | XLF | Sector | VTI | -0.18% | -15.4% | -1.82% | -5.2% | -9.0% | -12.2% | -20.2% | -1.5% | 0.0% | -1.4% | -0.1% | -10.7% | 8.4% | 8.8% | 13.2% | 2.4% | 32.5% | -2.1% | 31.9% | -13.0% | 21.9% | 22.4% | -1.8% | 15.1% | 35.6% | 28.4% | -17.2% | 11.9% |
| U.S. Stocks | Real Estate | VNQ | Sector | VTI | 0.64% | -17.8% | -2.02% | -5.1% | -13.6% | -13.5% | -13.8% | -6.1% | -8.4% | -3.5% | 6.3% | -0.8% | 5.5% | 6.2% | 8.1% | 5.7% | 36.6% | -5.2% | 28.8% | -6.0% | 4.9% | 8.6% | 2.4% | 30.3% | 2.3% | 17.7% | 8.6% | 28.4% |
| U.S. Bonds | Intermediate Treasury Bonds | SCHR | Bond | BND | 0.23% | -6.9% | 0.61% | 1.6% | 0.8% | -0.3% | -5.7% | -5.0% | -1.6% | -0.5% | -2.9% | -7.6% | 0.0% | 0.7% | 1.1% | 1.4% | -3.5% | 7.4% | 6.2% | 1.4% | 1.6% | 1.0% | 1.6% | 4.5% | -2.7% | 2.2% | 10.3% | -0.8% |
| U.S. Stocks | U.S. Value Stocks | IWD | Style | VTI | 0.26% | -9.2% | -1.82% | -3.7% | -6.2% | -8.6% | -10.5% | -0.7% | -2.4% | -1.2% | 2.9% | -3.2% | 8.6% | 7.9% | 11.1% | 5.9% | 22.8% | 2.3% | 26.1% | -8.4% | 13.5% | 17.2% | -4.0% | 13.2% | 32.1% | 17.5% | 0.1% | 15.5% |
| International Developed | Australia | EWA | Country | VEA | 0.88% | -3.2% | 1.74% | -0.2% | -4.9% | -9.4% | -2.8% | 6.5% | -8.0% | 5.3% | 9.9% | -5.9% | 5.4% | 5.5% | 5.4% | 3.3% | 3.7% | 8.3% | 22.4% | -12.0% | 19.9% | 11.1% | -10.0% | -4.7% | 1.8% | 24.1% | -11.7% | 15.3% |
| U.S. Stocks | U.S. Large Stocks | SPY | Size | VTI | 0.04% | -17.7% | -3.01% | -5.3% | -8.6% | -13.2% | -16.8% | -4.6% | -5.3% | -2.9% | 3.8% | -4.6% | 12.4% | 11.9% | 13.4% | 8.5% | 27.1% | 18.0% | 31.3% | -4.6% | 21.7% | 12.0% | 1.2% | 13.4% | 32.4% | 16.0% | 2.0% | 15.0% |
| International Developed | All Developed Countries | VEA | Regional | VEA | 0.57% | -13.5% | 1.25% | 0.5% | -4.0% | -7.2% | -13.7% | -5.8% | -3.9% | -2.7% | 0.7% | -12.8% | 4.7% | 3.6% | 6.6% | 2.2% | 8.5% | 9.3% | 22.7% | -14.8% | 26.5% | 2.6% | -0.4% | -6.0% | 21.8% | 18.5% | -12.3% | 8.4% |
| International Developed | Austria | EWO | Country | VEA | 0.15% | -20.0% | 5.33% | 3.2% | -3.3% | -1.4% | -22.4% | -15.1% | -0.2% | -12.8% | -2.6% | -16.8% | 1.8% | 1.3% | 5.7% | -2.1% | 28.4% | -3.7% | 17.1% | -22.9% | 52.4% | 7.9% | 4.6% | -21.0% | 11.5% | 31.0% | -34.2% | 15.7% |
| International Developed | Belgium | EWK | Country | VEA | 0.71% | -13.2% | 0.06% | -1.4% | -6.7% | -7.7% | -14.2% | -5.3% | -3.7% | -3.0% | 1.4% | -15.7% | 2.6% | 0.2% | 7.7% | 0.1% | 8.8% | 0.1% | 26.0% | -20.4% | 23.7% | -1.4% | 13.8% | 0.6% | 24.6% | 35.3% | -15.4% | 4.9% |
| Emerging Markets | Greece | GREK | Country | VWO | -1.15% | -5.9% | -0.62% | -2.2% | -8.4% | -7.2% | -11.7% | 0.5% | 7.2% | -4.5% | -1.8% | -12.4% | 3.7% | -1.0% | -1.1% | -2.8% | 3.9% | -13.8% | 50.2% | -31.2% | 34.8% | -0.1% | -39.7% | -40.0% | 24.9% | 29.2% | -4.8% | 0.0% |
| Broad | All Global Stocks | VT | Risk Exposure | BND | 0.28% | -16.6% | -1.12% | -2.8% | -6.7% | -11.0% | -16.2% | -5.5% | -4.6% | -2.8% | 1.9% | -10.2% | 8.6% | 7.7% | 9.6% | 5.9% | 16.1% | 16.3% | 26.8% | -9.8% | 24.5% | 8.5% | -1.9% | 3.7% | 22.9% | 17.1% | -7.6% | 13.0% |
| Emerging Markets | Poland | EPOL | Country | VWO | 0.00% | -26.0% | 3.59% | 3.1% | -10.2% | -15.7% | -30.7% | -9.7% | -2.5% | -12.8% | 6.2% | -26.0% | -8.8% | -7.0% | -1.3% | -1.2% | 10.7% | -8.3% | -6.1% | -13.8% | 52.5% | 2.4% | -23.2% | -16.3% | 3.8% | 41.7% | -32.2% | 37.3% |
| U.S. Stocks | Materials | VAW | Sector | VTI | -0.42% | -8.4% | -0.13% | -3.0% | -4.7% | -6.8% | -7.4% | -1.1% | -7.0% | 0.6% | 5.7% | -4.1% | 16.3% | 10.3% | 11.1% | 7.2% | 25.4% | 19.0% | 23.5% | -17.5% | 23.8% | 21.5% | -10.2% | 5.9% | 24.9% | 17.3% | -9.6% | 24.5% |
| U.S. Stocks | U.S. Mid Size Stocks | VO | Size | VTI | 0.19% | -18.2% | -2.00% | -3.9% | -8.4% | -11.7% | -16.0% | -6.4% | -7.9% | -1.0% | 2.7% | -8.1% | 10.0% | 9.5% | 12.1% | 8.0% | 23.2% | 17.7% | 31.0% | -9.2% | 19.3% | 11.3% | -1.3% | 13.8% | 35.0% | 16.2% | -2.0% | 25.7% |
| U.S. Stocks | Utilities | VPU | Sector | VTI | 0.16% | 0.5% | 0.66% | -0.5% | -3.2% | -6.2% | 3.7% | 4.1% | -3.4% | -1.9% | 9.8% | 11.2% | 7.9% | 9.0% | 10.7% | 7.1% | 14.0% | -1.4% | 24.9% | 4.4% | 12.5% | 17.6% | -4.8% | 27.0% | 14.8% | 1.8% | 18.9% | 7.0% |
| U.S. Stocks | Consumer Staples | VDC | Sector | VTI | 0.04% | -8.8% | -8.20% | -7.9% | -11.1% | -10.2% | -8.4% | -1.6% | -2.1% | -1.0% | 1.5% | 0.0% | 8.6% | 7.1% | 10.4% | 9.2% | 15.1% | 10.2% | 26.1% | -7.8% | 11.9% | 6.3% | 5.8% | 16.0% | 28.0% | 11.1% | 13.6% | 14.6% |
| U.S. Stocks | Industrials | VIS | Sector | VTI | -0.94% | -16.7% | -3.13% | -5.7% | -9.0% | -10.5% | -16.2% | -3.9% | -6.3% | -0.5% | 3.1% | -13.2% | 7.4% | 7.5% | 11.8% | 7.5% | 19.4% | 12.0% | 30.1% | -14.0% | 21.5% | 20.4% | -3.5% | 8.5% | 41.9% | 17.2% | -2.3% | 27.3% |
For analysis only. Not financial advice. See disclosure: Please see methodology and disclosure found on this link: https://app.box.com/s/pezt4j0s976nk38h1jqouy3h4mrwkbxn
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: January - March 2022
most recent full quarter: January - March
Regional
A key decision in allocating the equity portion of a portfolio is regional allocation.
Global Stock Market Regional Breakdown (Based on Internal Analysis)
most recent full quarter: January - March 2022
most recent full quarter: January - March 2022
U.S. Sectors
most recent full quarter: January - March 2022
most recent full quarter: January - March 2022
most recent full quarter: January - March 2022
most recent full quarter: January - March 2022
Emerging Markets
most recent full quarter: January - March 2022
most recent full quarter: January - March 2022
most recent full quarter: January - March 2022
most recent full quarter: January - March 2022
International Developed Markets
most recent full quarter: January - March 2022
most recent full quarter: January - March 2022
most recent full quarter: January - March 2022
most recent full quarter: January - March 2022
U.S. Styles
most recent full quarter: January - March 2022
most recent full quarter: January - March
Bonds
most recent full quarter: January - March 2022
most recent full quarter: January - March
Commodities
most recent full quarter: January - March 2022
most recent full quarter: January - March