Market Performance
Data Last Updated: 2025-08-12
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Performance by Market
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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 April - June |
April | May | June | 1-year | 3-year | 5-year | 10-year | 15-year | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| U.S. Stocks | U.S. Agribusiness | MOO | Industry | VTI | 0.36% | 13.4% | -0.07% | -0.6% | -0.1% | -0.6% | 8.0% | 8.4% | 1.5% | 4.9% | 1.8% | 8.4% | -4.3% | 5.0% | 6.9% | 7.6% | -12.4% | -8.5% | -6.1% | 25.5% | 15.9% | 24.0% | -4.3% | 23.7% | 15.5% | -5.9% | 3.1% | 7.8% | 16.5% | 0.0% | 0.0% |
| U.S. Stocks | U.S. Biotech | IBB | Industry | VHT | 1.72% | 1.4% | 0.44% | 0.1% | 3.8% | 5.9% | 5.7% | -1.1% | -1.0% | -3.8% | 3.9% | -5.5% | 1.1% | 0.7% | 1.3% | 11.7% | -2.4% | 3.8% | -13.4% | 1.1% | 26.3% | 25.5% | -9.4% | 21.4% | -21.3% | 11.6% | 34.1% | 65.6% | 32.8% | 0.0% | 0.0% |
| Emerging Markets | Frontier Markets | FM | Regional | VWO | 0.00% | 0.2% | 0.19% | 0.2% | 0.3% | -0.2% | -0.2% | 0.0% | 0.0% | 0.0% | 0.0% | 5.6% | -3.2% | 3.0% | 4.7% | 0.0% | 7.3% | 8.9% | -22.6% | 27.2% | 0.1% | 24.2% | -14.2% | 39.7% | 4.7% | -14.7% | 20.7% | 26.0% | 5.4% | 0.0% | 0.0% |
| Emerging Markets | Vietnam | VNM | Country | VWO | 0.99% | 51.9% | 4.61% | 9.7% | 15.9% | 26.8% | 37.3% | 10.1% | -3.3% | 12.6% | 1.2% | 47.3% | 5.2% | 4.7% | 2.0% | 1.0% | -11.2% | 10.3% | -43.2% | 22.6% | 10.3% | 10.1% | -16.2% | 40.0% | -7.4% | -16.9% | 8.5% | 11.8% | 29.7% | 0.0% | 0.0% |
| Emerging Markets | Latin America | ILF | Regional | VWO | 2.10% | 28.5% | 4.37% | 4.0% | 4.0% | 0.2% | 12.1% | 13.9% | 5.7% | 1.5% | 6.1% | 10.7% | 12.8% | 15.7% | 9.4% | 4.6% | -23.1% | 35.7% | 24.5% | -5.3% | -9.3% | 18.5% | -2.8% | 29.7% | 35.4% | -28.8% | -9.6% | -8.0% | 10.2% | 0.0% | 0.0% |
| International Developed | Europe | VGK | Country | VEA | 1.02% | 25.3% | 2.37% | 0.9% | 1.5% | 0.7% | 12.1% | 12.0% | 3.9% | 5.3% | 2.5% | 20.9% | 16.7% | 13.7% | 10.1% | 11.9% | 1.9% | 22.8% | -13.1% | 20.9% | 9.1% | 29.9% | -11.3% | 31.5% | 4.1% | 1.9% | -1.8% | 30.1% | 27.0% | 0.0% | 0.0% |
| Emerging Markets | Malaysia | EWM | Country | VWO | 1.38% | 3.8% | 2.89% | 3.7% | 4.8% | 2.5% | 9.2% | 7.7% | 4.7% | -0.9% | 3.7% | 8.7% | 7.7% | 4.5% | 9.5% | 8.8% | 19.5% | -1.9% | -3.1% | -1.0% | 5.6% | 1.9% | -2.1% | 33.2% | 3.3% | 21.7% | -5.0% | 14.5% | 18.7% | 0.0% | 0.0% |
| International Developed | France | EWQ | Country | VEA | 1.27% | 22.2% | 2.53% | -0.1% | 0.8% | 0.2% | 9.2% | 10.0% | 3.1% | 3.5% | 3.0% | 17.5% | 13.9% | 13.9% | 10.1% | 10.5% | -5.6% | 24.5% | -9.0% | 26.5% | 4.2% | 30.5% | -10.4% | 32.2% | 8.6% | 2.8% | -7.4% | 28.7% | 29.7% | 0.0% | 0.0% |
| U.S. Stocks | Healthcare | VHT | Sector | VTI | 0.87% | -3.3% | -0.71% | -1.7% | -0.5% | -2.0% | -6.7% | -5.8% | -3.3% | -4.7% | 2.3% | -10.0% | 1.6% | 6.1% | 8.6% | 14.1% | 2.7% | 3.2% | -4.3% | 22.1% | 20.0% | 24.5% | 7.1% | 25.1% | -1.7% | 8.6% | 25.6% | 44.5% | 21.3% | 0.0% | 0.0% |
| International Developed | South Korea | EWY | Country | VEA | 1.46% | 45.6% | 1.66% | 0.8% | 1.4% | 3.2% | 35.7% | 32.8% | 4.0% | 7.9% | 18.4% | 22.0% | 9.2% | 5.1% | 7.9% | 6.0% | -20.5% | 19.1% | -25.7% | -5.6% | 40.6% | 10.4% | -19.2% | 49.7% | 9.9% | -5.6% | -12.3% | 5.3% | 22.8% | 0.0% | 0.0% |
| International Developed | Spain | EWP | Country | VEA | 0.62% | 54.3% | 4.18% | 5.4% | 9.0% | 7.6% | 23.7% | 17.0% | 6.7% | 6.6% | 2.8% | 56.7% | 31.4% | 21.1% | 10.0% | 10.4% | 5.8% | 32.0% | -2.3% | 3.6% | -1.1% | 16.7% | -11.9% | 31.1% | 3.9% | -11.7% | -0.8% | 38.3% | 13.8% | 0.0% | 0.0% |
| U.S. Stocks | Telecommunications | VOX | Sector | VTI | 1.84% | 15.3% | 2.14% | 4.0% | 5.0% | 4.0% | 19.2% | 15.5% | -1.1% | 8.6% | 7.6% | 33.0% | 22.1% | 13.7% | 11.5% | 13.0% | 33.2% | 45.7% | -38.4% | 14.9% | 30.3% | 29.3% | -14.6% | -1.6% | 26.7% | 7.0% | 4.5% | 30.1% | 21.6% | 0.0% | 0.0% |
| U.S. Bonds | Long-Term Treasury Bonds | EDV | Bond | BND | -0.94% | -1.3% | -2.70% | -0.6% | 3.2% | -0.6% | -7.2% | -5.5% | -2.9% | -5.0% | 2.5% | -11.9% | -8.1% | -12.1% | 1.0% | 6.8% | -11.8% | 3.3% | -37.4% | -4.2% | 30.9% | 23.5% | 0.0% | 18.1% | 8.1% | 0.4% | 50.1% | -14.5% | 14.0% | 0.0% | 0.0% |
| U.S. Stocks | U.S. Retail | XRT | Industry | VT | 2.71% | 5.1% | 4.59% | 3.7% | 5.3% | 8.0% | 16.8% | 11.8% | -0.6% | 10.5% | 1.8% | 15.0% | 8.5% | 13.4% | 8.6% | 13.5% | 11.8% | 22.5% | -30.2% | 45.0% | 44.2% | 16.1% | -6.7% | 6.1% | 4.9% | -7.6% | 10.9% | 43.3% | 23.1% | 0.0% | 0.0% |
| U.S. Stocks | Airlines | JETS | Industry | VIS | 7.31% | -0.4% | 7.00% | 4.1% | 1.9% | 9.9% | 20.5% | 10.6% | -4.6% | 14.6% | 1.1% | 44.3% | 10.7% | 7.7% | 1.2% | 0.0% | 33.1% | 11.4% | -19.0% | -4.5% | -29.0% | 15.7% | -13.3% | 20.5% | 13.2% | 3.4% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| U.S. Stocks | Consumer Goods | IYK | Industry | VDC | 0.04% | 8.0% | 1.90% | 0.4% | 1.1% | -0.5% | -1.0% | -1.0% | -0.7% | 0.8% | -1.1% | 4.8% | 8.5% | 16.1% | 16.2% | 19.3% | 5.3% | 5.6% | 10.9% | 23.5% | 40.8% | 38.5% | -6.1% | 24.0% | 14.6% | 14.2% | 19.6% | 40.2% | 22.0% | 0.0% | 0.0% |
| U.S. Stocks | Clean Energy | ICLN | Industry | VDE | 1.78% | 22.3% | 1.32% | 0.3% | 2.0% | 5.1% | 20.6% | 16.1% | 3.1% | 7.7% | 4.6% | 1.5% | -14.6% | -0.8% | 6.4% | 3.5% | -25.7% | -19.9% | -4.7% | -23.4% | 142.8% | 46.8% | -6.6% | 25.0% | -13.4% | 6.6% | -1.5% | 53.2% | -8.6% | 0.0% | 0.0% |
| U.S. Stocks | Oil Services | OIH | Industry | VDE | 1.54% | -12.6% | -1.97% | -7.2% | 0.2% | 3.0% | -11.0% | -12.2% | -20.3% | 3.6% | 6.3% | -18.7% | 1.5% | 13.2% | -6.5% | -3.7% | -10.5% | 3.2% | 67.9% | 22.4% | -40.5% | -1.3% | -43.8% | -17.3% | 29.8% | -22.5% | -21.5% | 27.6% | 6.5% | 0.0% | 0.0% |
| Alternatives | Oil | USO | Alternatives | DBC | -1.17% | -3.5% | -2.82% | -8.6% | -3.0% | -0.1% | -6.0% | -5.5% | -17.8% | 5.8% | 8.7% | -4.6% | -1.7% | 19.6% | -4.5% | -8.5% | 13.3% | -5.5% | 29.0% | 64.3% | -67.4% | 32.6% | -19.9% | 2.5% | 6.7% | -46.0% | -42.3% | 5.8% | -12.4% | 0.0% | 0.0% |
| International Developed | EAFE Small-Cap | SCZ | Regional | EFA | 0.79% | 25.6% | 2.16% | 2.7% | 4.3% | 3.4% | 19.8% | 16.1% | 4.7% | 6.2% | 4.5% | 25.8% | 11.9% | 10.1% | 9.2% | 11.3% | 1.6% | 14.9% | -19.7% | 13.6% | 13.9% | 29.8% | -15.3% | 36.7% | 6.1% | 11.9% | -3.1% | 33.2% | 27.0% | 0.0% | 0.0% |
| Emerging Markets | Argentina | ARGT | Country | VWO | 1.61% | 4.3% | 1.36% | 1.2% | 6.4% | 1.7% | 6.0% | 5.0% | 6.1% | 5.3% | -6.0% | 45.1% | 44.7% | 29.9% | 18.5% | 0.0% | 63.5% | 54.7% | 15.1% | 4.9% | 14.9% | 15.7% | -31.7% | 54.6% | 28.5% | -1.9% | -3.2% | 15.8% | -17.0% | 0.0% | 0.0% |
| U.S. Stocks | Banks | KBE | Industry | XLF | 3.39% | 5.8% | 2.88% | 0.7% | 1.7% | 3.8% | 8.9% | 6.0% | -4.4% | 5.1% | 5.5% | 20.3% | 8.7% | 16.5% | 9.6% | 10.8% | 23.8% | 7.0% | -12.3% | 36.7% | -5.5% | 33.4% | -17.9% | 12.3% | 33.5% | 4.6% | 4.7% | 44.1% | 26.0% | 0.0% | 0.0% |
| U.S. Stocks | U.S. Stocks ex-Technology | SPXT | Style | VTI | 1.04% | 7.4% | 1.60% | 0.3% | 2.1% | 1.8% | 6.6% | 5.6% | -1.6% | 4.3% | 2.9% | 16.6% | 13.0% | 13.7% | 0.0% | 0.0% | 19.9% | 17.0% | -12.6% | 28.0% | 12.7% | 29.2% | -5.1% | 19.2% | 12.8% | 7.2% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| Commodities | Crude Oil | CLUSD | -1.24% | -11.9% | -1.84% | -8.8% | -4.6% | -7.6% | 4.6% | -8.9% | -18.6% | 4.4% | 7.1% | -17.9% | -12.5% | 8.7% | 3.9% | -1.4% | 0.1% | -10.7% | 6.7% | 55.0% | -20.6% | 34.5% | -24.8% | 12.5% | 45.0% | -30.5% | -45.9% | 7.2% | -7.1% | 0.0% | 0.0% | ||
| U.S. Stocks | U.S. Small Size Stocks | VB | 2.38% | 2.8% | 1.56% | 0.1% | 2.5% | 3.5% | 8.8% | 7.2% | -2.5% | 5.6% | 4.2% | 12.9% | 9.4% | 12.0% | 10.7% | 13.4% | 14.2% | 20.3% | -16.2% | 19.1% | 20.9% | 29.3% | -7.8% | 18.1% | 20.6% | -2.1% | 9.4% | 39.8% | 20.9% | 0.0% | 0.0% | ||
| U.S. Stocks | Cybersecurity | CIBR | VGT | 2.05% | 14.1% | 0.49% | -2.9% | -1.1% | -4.3% | 12.3% | 20.1% | 5.6% | 7.9% | 5.4% | 31.0% | 17.5% | 16.7% | 15.0% | 0.0% | 18.2% | 40.3% | -26.2% | 20.4% | 53.2% | 28.9% | 1.6% | 18.7% | 10.4% | -10.3% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | |
| U.S. Stocks | Construction & Engineering | ITB | VCR | 3.18% | 4.2% | 2.77% | 5.8% | 13.0% | 14.3% | 11.0% | -1.4% | -3.3% | -2.8% | 4.9% | -3.6% | 21.3% | 16.4% | 15.5% | 17.5% | 2.1% | 70.0% | -25.5% | 49.9% | 27.2% | 49.7% | -30.5% | 60.3% | 2.4% | 5.5% | 5.1% | 17.7% | 80.6% | 0.0% | 0.0% | |
| Emerging Markets | China | MCHI | VWO | 1.57% | 26.6% | 1.51% | 0.3% | 3.6% | 6.6% | 9.5% | 2.3% | -5.0% | 2.3% | 5.3% | 45.6% | 10.3% | -0.4% | 5.2% | 0.0% | 17.7% | -8.2% | -21.1% | -20.9% | 29.3% | 25.9% | -18.5% | 57.5% | 1.6% | -6.4% | 10.1% | 5.6% | 26.7% | 0.0% | 0.0% | |
| Emerging Markets | Asia ex-Japan | AAXJ | 1.39% | 19.8% | 2.16% | 1.1% | 2.6% | 4.0% | 16.1% | 12.4% | -0.3% | 4.9% | 7.4% | 24.3% | 11.2% | 5.9% | 8.0% | 7.1% | 10.4% | 7.6% | -19.0% | -3.6% | 24.9% | 20.3% | -13.1% | 45.1% | 6.8% | -7.9% | 5.1% | 3.9% | 26.5% | 0.0% | 0.0% | ||
| Emerging Markets | All Emerging Countries | VWO | Regional | VWO | 1.15% | 16.7% | 2.09% | 1.5% | 2.4% | 3.5% | 13.0% | 9.6% | 0.0% | 3.9% | 5.5% | 21.2% | 11.7% | 8.6% | 8.9% | 7.3% | 10.6% | 10.0% | -14.6% | 4.1% | 18.0% | 25.4% | -12.1% | 35.4% | 15.7% | -12.7% | 3.4% | -1.3% | 22.9% | 0.0% | 0.0% |
| Emerging Markets | Brazil | EWZ | Country | VWO | 2.71% | 28.4% | 5.07% | 6.1% | 3.4% | -1.6% | 10.6% | 13.6% | 4.6% | 0.6% | 8.0% | 3.6% | 8.4% | 11.5% | 10.1% | 3.2% | -30.5% | 36.0% | 27.2% | -8.3% | -18.4% | 32.3% | 1.6% | 26.9% | 69.1% | -39.3% | -11.5% | -13.4% | 5.1% | 0.0% | 0.0% |
| Broad | International Stocks | VEU | Regional | VTI | 1.13% | 21.5% | 2.55% | 2.1% | 3.3% | 2.7% | 14.0% | 11.6% | 2.8% | 4.6% | 3.8% | 22.3% | 14.4% | 11.7% | 9.7% | 10.1% | 5.6% | 17.5% | -12.9% | 11.9% | 13.9% | 26.4% | -11.2% | 31.8% | 8.8% | -1.4% | -0.4% | 18.7% | 23.9% | 0.0% | 0.0% |
| Emerging Markets | Mexico | EWW | Country | VWO | 1.28% | 35.6% | 3.56% | 2.3% | 5.0% | 2.9% | 21.7% | 21.0% | 11.8% | 5.6% | 2.5% | 17.7% | 14.0% | 18.3% | 5.9% | 5.7% | -28.2% | 41.4% | 5.0% | 23.1% | -1.5% | 16.3% | -12.4% | 17.3% | -8.6% | -12.0% | -10.3% | 0.9% | 34.9% | 0.0% | 0.0% |
| International Developed | Singapore | EWS | Country | VEA | 3.31% | 29.6% | 3.81% | 2.9% | 4.7% | 7.0% | 18.2% | 11.3% | 2.4% | 5.8% | 2.8% | 52.2% | 19.3% | 16.5% | 10.6% | 10.1% | 22.1% | 10.1% | -7.4% | 12.3% | -5.5% | 21.1% | -6.9% | 41.0% | 5.8% | -13.9% | 7.6% | 5.8% | 40.4% | 0.0% | 0.0% |
| Emerging Markets | Chile | ECH | Country | VWO | 1.59% | 30.5% | 5.64% | 7.2% | 7.0% | 1.7% | 9.2% | 7.8% | 4.4% | 1.2% | 2.0% | 28.0% | 12.0% | 12.2% | 5.2% | 0.5% | -8.7% | 13.3% | 33.9% | -15.2% | -4.4% | -15.7% | -16.9% | 44.9% | 22.4% | -16.5% | -13.0% | -22.6% | 13.8% | 0.0% | 0.0% |
| Emerging Markets | Colombia | GXG | Country | VWO | 2.26% | 34.9% | 2.54% | 0.8% | 5.0% | 4.1% | 13.1% | 8.0% | -0.9% | 6.2% | 2.6% | 26.3% | 20.9% | 14.6% | 4.7% | 1.1% | 4.7% | 27.5% | -12.1% | -9.1% | -10.8% | 35.4% | -16.9% | 14.5% | 26.5% | -39.9% | -23.8% | -10.2% | 31.1% | 0.0% | 0.0% |
| U.S. Bonds | Short-Term Treasury Bonds | SCHO | Bond | BND | 0.04% | 3.6% | 0.04% | 0.4% | 0.7% | 0.7% | 1.7% | 0.9% | 0.8% | -0.6% | 0.7% | 5.6% | 9.3% | 5.2% | 5.1% | 3.9% | 10.3% | 12.9% | -1.1% | 0.2% | 6.0% | 8.8% | 5.8% | 2.9% | 2.4% | 1.9% | 1.6% | 1.1% | 0.8% | 0.0% | 0.0% |
| U.S. Bonds | National Muni Bonds | TFI | Bond | BND | 0.07% | -0.3% | 0.09% | 0.8% | 0.8% | 0.8% | 0.0% | -0.1% | -0.3% | -0.5% | 0.8% | -0.5% | 1.6% | 0.1% | 3.5% | 4.9% | 0.0% | 6.4% | -8.5% | 2.1% | 8.3% | 9.9% | 3.1% | 8.1% | 2.6% | 6.4% | 13.1% | 0.1% | 8.4% | 0.0% | 0.0% |
| U.S. Bonds | California Muni Bonds | CMF | Bond | BND | 0.05% | -1.0% | 0.11% | 0.7% | 0.8% | 0.7% | 0.2% | -0.2% | -0.1% | -0.5% | 0.4% | -0.3% | 1.9% | 0.7% | 3.4% | 5.2% | 1.6% | 6.5% | -6.8% | 2.4% | 6.6% | 9.3% | 3.4% | 7.1% | 2.3% | 6.1% | 15.3% | 1.0% | 11.0% | 0.0% | 0.0% |
| Emerging Markets | Turkey | TUR | Country | VWO | -0.86% | -2.2% | 0.74% | 3.8% | 5.2% | 7.1% | 8.1% | -0.2% | -6.6% | -2.2% | 9.2% | -7.6% | 23.3% | 16.3% | 3.4% | 1.6% | 12.9% | -5.5% | 112.8% | -24.7% | -0.1% | 19.3% | -39.1% | 42.3% | -5.9% | -29.3% | 18.1% | -25.5% | 70.1% | 0.0% | 0.0% |
| Alternatives | Commodities | DBC | Alternatives | VT | -0.41% | 1.9% | -0.18% | -4.0% | -2.2% | -0.1% | -3.8% | -3.1% | -8.6% | 1.5% | 4.5% | 3.3% | -2.4% | 13.3% | 5.2% | 0.9% | 2.1% | -6.1% | 20.1% | 41.3% | -7.9% | 13.6% | -10.5% | 4.9% | 18.6% | -27.6% | -28.1% | -7.6% | 3.5% | 0.0% | 0.0% |
| U.S. Stocks | Energy | VDE | Sector | VTI | 0.61% | -0.3% | -0.96% | -4.6% | -2.3% | 0.0% | -8.1% | -7.4% | -13.7% | 2.1% | 5.1% | -1.4% | 7.9% | 26.2% | 9.6% | 8.9% | 6.8% | 1.8% | 70.0% | 63.7% | -29.1% | 13.7% | -17.3% | 1.4% | 33.5% | -20.1% | -11.7% | 28.8% | 6.1% | 0.0% | 0.0% |
| Broad | U.S. Bonds | BND | Risk Exposure | VT | 0.01% | 4.5% | -0.26% | 0.5% | 1.6% | 0.4% | 1.4% | 1.6% | 0.4% | -0.7% | 1.8% | 3.4% | 3.1% | 0.5% | 4.1% | 5.1% | 1.4% | 6.9% | -10.9% | 0.3% | 10.5% | 12.2% | 3.7% | 7.6% | 5.6% | 3.8% | 9.6% | 1.4% | 6.1% | 0.0% | 0.0% |
| International Developed | Germany | EWG | Country | VEA | 0.50% | 34.7% | 1.59% | 0.6% | 0.8% | -0.4% | 14.6% | 16.0% | 6.5% | 6.3% | 2.5% | 42.1% | 24.6% | 12.7% | 9.0% | 10.1% | 9.8% | 26.8% | -19.8% | 8.8% | 13.4% | 22.8% | -19.2% | 30.7% | 6.7% | -0.7% | -9.7% | 33.8% | 37.5% | 0.0% | 0.0% |
| International Developed | Hong Kong | EWH | Country | VEA | 0.95% | 29.9% | 1.73% | 0.0% | 5.5% | 6.7% | 21.7% | 15.9% | 0.1% | 8.1% | 7.1% | 42.9% | 5.1% | 4.6% | 5.8% | 8.3% | 0.0% | -12.4% | -4.1% | -0.9% | 7.4% | 14.1% | -5.8% | 43.9% | 5.2% | 1.8% | 8.1% | 14.3% | 34.8% | 0.0% | 0.0% |
| Emerging Markets | Peru | EPU | Country | VWO | 1.21% | 31.9% | 3.18% | 3.7% | 6.6% | 5.5% | 16.5% | 12.8% | 1.0% | 5.2% | 6.1% | 36.9% | 31.2% | 18.8% | 13.4% | 8.5% | 21.8% | 28.3% | 7.9% | -8.7% | -1.9% | 10.8% | -10.7% | 35.6% | 65.8% | -34.6% | -1.6% | -23.8% | 29.8% | 0.0% | 0.0% |
| Emerging Markets | India | INDY | Country | VWO | 0.25% | 1.4% | 0.23% | -1.5% | -3.6% | -5.2% | 1.6% | 7.1% | 4.2% | 0.8% | 1.9% | -3.7% | 7.7% | 13.5% | 8.4% | 6.9% | 3.5% | 17.1% | -3.9% | 28.4% | 10.2% | 10.7% | -3.7% | 36.6% | 1.6% | -8.0% | 28.6% | -4.0% | 27.3% | 0.0% | 0.0% |
| U.S. Stocks | Information Technology | VGT | Sector | VTI | 1.55% | 13.8% | 3.29% | 1.9% | 4.4% | 6.5% | 28.2% | 22.4% | 1.3% | 10.4% | 9.5% | 32.5% | 24.1% | 20.4% | 23.2% | 21.3% | 29.3% | 53.2% | -29.1% | 31.4% | 47.6% | 50.6% | 3.7% | 38.7% | 15.5% | 6.6% | 18.1% | 32.5% | 15.5% | 0.0% | 0.0% |
| International Developed | Israel | EIS | Country | VEA | -0.64% | 13.9% | -1.43% | -8.3% | -6.7% | -8.0% | 14.9% | 28.3% | 5.4% | 8.2% | 12.6% | 41.0% | 10.2% | 11.8% | 7.5% | 7.7% | 34.6% | 6.5% | -25.9% | 24.2% | 12.2% | 23.6% | -4.0% | 15.2% | -2.1% | 10.8% | 0.3% | 21.6% | 12.3% | 0.0% | 0.0% |
| U.S. Stocks | U.S. Growth Stocks | IWF | Style | VTI | 1.17% | 12.4% | 3.06% | 2.6% | 4.8% | 6.1% | 22.9% | 17.7% | 1.6% | 8.9% | 6.4% | 30.9% | 22.6% | 18.0% | 18.3% | 18.6% | 33.1% | 42.9% | -28.7% | 28.2% | 39.5% | 37.4% | -0.4% | 31.7% | 8.7% | 7.1% | 14.5% | 35.3% | 17.4% | 0.0% | 0.0% |
| International Developed | Italy | EWI | Country | VEA | 1.30% | 43.2% | 3.90% | 3.2% | 7.0% | 5.2% | 20.8% | 15.7% | 4.5% | 8.1% | 2.5% | 47.1% | 32.6% | 21.0% | 11.6% | 9.9% | 10.3% | 33.9% | -10.0% | 17.7% | 3.8% | 33.0% | -13.2% | 32.5% | -4.2% | 5.9% | -8.4% | 23.5% | 20.0% | 0.0% | 0.0% |
| U.S. Stocks | Consumer Discretionary | VCR | Sector | VTI | 1.38% | 0.8% | 3.48% | 0.8% | 3.2% | 4.0% | 12.5% | 11.5% | 0.0% | 9.3% | 2.0% | 26.7% | 12.3% | 12.9% | 14.4% | 17.3% | 24.3% | 41.1% | -34.6% | 26.0% | 51.6% | 29.1% | -1.0% | 24.5% | 8.7% | 7.8% | 9.7% | 45.1% | 26.7% | 0.0% | 0.0% |
| International Developed | Japan | EWJ | Country | VEA | 1.85% | 19.1% | 5.60% | 7.2% | 10.5% | 5.7% | 17.1% | 10.2% | 4.2% | 3.8% | 2.0% | 24.1% | 14.5% | 9.8% | 7.6% | 8.4% | 7.1% | 21.2% | -16.7% | 3.3% | 16.8% | 22.0% | -12.6% | 26.1% | 5.0% | 10.7% | -4.9% | 27.6% | 11.8% | 0.0% | 0.0% |
| International Developed | South Africa | EZA | Country | VEA | 2.02% | 38.8% | 3.79% | 5.4% | 8.8% | 7.0% | 24.7% | 13.0% | 2.9% | 5.4% | 4.2% | 38.8% | 14.3% | 16.9% | 8.5% | 8.5% | 7.3% | 3.3% | -1.5% | 10.2% | 1.1% | 26.2% | -21.6% | 39.3% | 23.5% | -23.2% | 6.2% | -3.8% | 27.2% | 0.0% | 0.0% |
| Emerging Markets | Taiwan | EWT | Country | VWO | 1.34% | 18.0% | 3.68% | 4.2% | 4.8% | 6.4% | 26.0% | 20.9% | 0.0% | 10.3% | 9.6% | 19.1% | 21.0% | 17.9% | 17.6% | 14.5% | 12.9% | 24.5% | -16.1% | 33.1% | 34.5% | 37.5% | -6.3% | 31.6% | 21.4% | -9.2% | 9.9% | 10.9% | 22.2% | 0.0% | 0.0% |
| U.S. Stocks | Financials | XLF | Sector | VTI | 1.22% | 9.3% | 1.47% | -0.6% | 1.6% | 0.2% | 4.9% | 5.5% | -2.1% | 4.5% | 3.1% | 25.6% | 17.3% | 19.2% | 13.9% | 14.7% | 30.5% | 13.1% | -8.7% | 37.3% | 1.0% | 34.8% | -11.3% | 24.3% | 25.2% | 0.5% | 17.3% | 38.2% | 31.4% | 0.0% | 0.0% |
| U.S. Stocks | Real Estate | VNQ | Sector | VTI | 0.57% | 1.9% | -1.41% | -3.0% | -0.1% | -0.1% | -1.4% | -0.7% | -2.4% | 1.1% | 0.7% | 1.5% | 1.9% | 8.2% | 9.4% | 12.9% | 4.8% | 14.2% | -23.4% | 44.9% | -0.2% | 34.2% | -0.9% | 10.6% | 15.6% | 8.1% | 37.7% | 8.8% | 24.4% | 0.0% | 0.0% |
| U.S. Bonds | Intermediate Treasury Bonds | SCHR | Bond | BND | 0.00% | 5.1% | -0.20% | 0.5% | 1.4% | 0.6% | 1.9% | 1.4% | 1.3% | -1.2% | 1.3% | 4.7% | 7.2% | 3.2% | 5.6% | 5.8% | 6.9% | 11.4% | -6.8% | -0.5% | 11.6% | 11.9% | 6.6% | 5.6% | 4.1% | 5.4% | 8.2% | -0.1% | 4.8% | 0.0% | 0.0% |
| U.S. Stocks | U.S. Value Stocks | IWD | Style | VTI | 1.10% | 7.5% | 1.38% | -0.4% | 1.6% | 1.6% | 4.8% | 3.7% | -3.1% | 3.5% | 3.4% | 13.0% | 10.8% | 13.8% | 11.4% | 13.7% | 14.2% | 12.4% | -5.7% | 27.2% | 5.5% | 29.7% | -5.9% | 16.3% | 20.6% | -1.2% | 16.1% | 35.6% | 21.1% | 0.0% | 0.0% |
| International Developed | Australia | EWA | Country | VEA | 1.16% | 14.7% | 2.08% | 2.2% | 3.4% | 2.4% | 14.6% | 14.0% | 5.3% | 4.6% | 3.5% | 14.6% | 10.6% | 12.7% | 12.1% | 12.3% | 1.6% | 16.0% | -0.9% | 15.0% | 11.2% | 28.3% | -5.7% | 27.2% | 17.3% | -3.2% | 2.1% | 9.7% | 35.9% | 0.0% | 0.0% |
| U.S. Stocks | U.S. Large Stocks | SPY | Size | VTI | 1.06% | 10.3% | 2.34% | 1.2% | 3.3% | 4.0% | 14.2% | 10.8% | -0.9% | 6.3% | 5.1% | 22.1% | 17.5% | 16.8% | 15.6% | 16.8% | 24.9% | 27.1% | -16.8% | 30.5% | 20.7% | 33.9% | -2.6% | 24.3% | 14.7% | 3.7% | 16.1% | 35.6% | 19.1% | 0.0% | 0.0% |
| International Developed | All Developed Countries | VEA | Regional | VEA | 1.13% | 23.8% | 2.71% | 2.3% | 3.7% | 2.5% | 15.2% | 13.1% | 4.0% | 5.1% | 3.4% | 23.2% | 15.0% | 12.6% | 9.8% | 10.9% | 3.1% | 19.5% | -12.8% | 15.5% | 12.6% | 27.1% | -11.7% | 30.9% | 6.6% | 3.1% | -1.8% | 26.7% | 23.6% | 0.0% | 0.0% |
| International Developed | Austria | EWO | Country | VEA | 0.22% | 54.0% | 5.30% | 5.2% | 6.8% | 6.7% | 28.3% | 20.5% | 5.0% | 10.1% | 4.3% | 50.7% | 27.8% | 23.2% | 13.4% | 10.3% | 4.1% | 24.2% | -18.2% | 35.1% | -2.6% | 21.4% | -19.7% | 56.7% | 10.8% | 6.5% | -17.7% | 14.9% | 35.2% | 0.0% | 0.0% |
| International Developed | Belgium | EWK | Country | VEA | 0.43% | 25.2% | 1.27% | 1.2% | 3.2% | 2.6% | 16.0% | 13.2% | 7.0% | 3.8% | 1.8% | 19.3% | 12.1% | 10.1% | 7.3% | 10.6% | 0.2% | 9.5% | -11.7% | 17.2% | 2.0% | 30.2% | -18.2% | 28.1% | 0.7% | 16.7% | 2.9% | 33.0% | 41.5% | 0.0% | 0.0% |
| Emerging Markets | Greece | GREK | Country | VWO | 1.02% | 73.7% | 5.35% | 8.8% | 10.1% | 14.3% | 40.1% | 25.5% | 5.4% | 11.1% | 7.1% | 73.7% | 45.2% | 33.3% | 13.1% | 0.0% | 9.6% | 43.6% | 6.6% | 8.6% | -11.3% | 53.8% | -29.3% | 37.9% | 2.2% | -38.7% | -39.3% | 25.1% | 29.4% | 0.0% | 0.0% |
| Broad | All Global Stocks | VT | Risk Exposure | BND | 1.19% | 14.1% | 2.37% | 1.5% | 3.3% | 3.5% | 14.2% | 11.4% | 0.6% | 5.8% | 4.7% | 22.1% | 15.9% | 14.2% | 12.6% | 13.1% | 16.5% | 23.2% | -16.2% | 20.6% | 19.1% | 30.3% | -7.4% | 27.6% | 11.7% | 0.9% | 6.7% | 26.5% | 20.6% | 0.0% | 0.0% |
| Emerging Markets | Poland | EPOL | Country | VWO | 1.64% | 65.7% | 6.92% | 5.4% | 7.4% | 5.4% | 20.1% | 17.2% | 5.3% | 3.0% | 8.1% | 59.8% | 38.6% | 17.9% | 8.8% | 6.8% | -2.5% | 50.8% | -22.6% | 13.8% | -6.9% | -3.6% | -12.5% | 55.8% | 5.0% | -21.2% | -13.2% | 8.2% | 47.8% | 0.0% | 0.0% |
| U.S. Stocks | Materials | VAW | Sector | VTI | 1.53% | 8.5% | 2.19% | 0.6% | 2.3% | 3.7% | 6.1% | 3.6% | -1.8% | 2.8% | 2.7% | 5.9% | 7.5% | 11.8% | 11.2% | 12.0% | 0.5% | 14.7% | -10.0% | 29.5% | 22.0% | 26.3% | -15.9% | 26.2% | 24.0% | -7.7% | 6.2% | 27.7% | 20.0% | 0.0% | 0.0% |
| U.S. Stocks | U.S. Mid Size Stocks | VO | Size | VTI | 1.20% | 9.1% | 0.40% | -0.7% | 2.1% | 2.1% | 9.5% | 8.6% | -1.0% | 5.5% | 4.0% | 18.7% | 11.1% | 12.8% | 11.6% | 14.1% | 15.3% | 16.9% | -17.4% | 26.2% | 20.2% | 33.2% | -7.6% | 21.2% | 13.1% | 0.3% | 15.4% | 36.9% | 18.1% | 0.0% | 0.0% |
| U.S. Stocks | Utilities | VPU | Sector | VTI | 0.46% | 15.8% | -0.07% | 2.1% | 5.4% | 5.7% | 9.3% | 4.1% | 0.1% | 3.5% | 0.4% | 20.6% | 9.0% | 12.8% | 13.6% | 15.0% | 23.1% | -5.9% | 4.2% | 21.1% | 2.9% | 29.1% | 8.4% | 16.8% | 22.3% | -0.3% | 31.5% | 21.0% | 7.6% | 0.0% | 0.0% |
| U.S. Stocks | Consumer Staples | VDC | Sector | VTI | 0.33% | 7.0% | 2.97% | 1.9% | 3.3% | 2.1% | 2.5% | 0.7% | 0.9% | 1.7% | -1.9% | 9.4% | 8.7% | 11.0% | 10.9% | 14.1% | 13.3% | 3.6% | 0.7% | 20.5% | 14.1% | 29.7% | -5.0% | 15.3% | 9.3% | 9.3% | 18.8% | 31.7% | 15.2% | 0.0% | 0.0% |
| U.S. Stocks | Industrials | VIS | Sector | VTI | 1.42% | 15.4% | 0.91% | -0.3% | 2.3% | 3.9% | 15.8% | 13.4% | 0.1% | 8.7% | 4.2% | 24.4% | 18.5% | 17.5% | 14.5% | 15.5% | 17.3% | 23.3% | -7.1% | 22.3% | 14.3% | 32.5% | -12.5% | 23.8% | 23.0% | -1.3% | 8.8% | 43.7% | 20.0% | 0.0% | 0.0% |
| Broad | U.S. Stocks | VTI | Regional | VEU | 1.22% | 9.8% | 2.25% | 1.1% | 3.3% | 4.0% | 14.1% | 10.9% | -0.7% | 6.3% | 5.2% | 21.8% | 16.8% | 16.1% | 15.0% | 16.4% | 23.8% | 27.0% | -18.2% | 27.4% | 23.3% | 33.4% | -3.2% | 23.7% | 15.4% | 2.7% | 15.0% | 36.6% | 19.5% | 0.0% | 0.0% |
| Emerging Markets | Indonesia | IDX | Country | VWO | 2.92% | 9.6% | 7.34% | 5.1% | 7.1% | 11.5% | 30.1% | 16.5% | 7.3% | 9.3% | -0.7% | 2.0% | -3.4% | 2.9% | 2.4% | 1.3% | -9.9% | 2.0% | -6.1% | -1.5% | -5.9% | 8.5% | -8.3% | 21.8% | 18.2% | -20.1% | 19.5% | -19.9% | 4.7% | 0.0% | 0.0% |
| International Developed | Switzerland | EWL | Country | VEA | 1.15% | 19.3% | 0.62% | -0.6% | -0.7% | -1.8% | 6.5% | 7.9% | 4.0% | 2.5% | 1.2% | 10.2% | 10.1% | 9.2% | 9.1% | 11.2% | -2.8% | 20.3% | -17.2% | 22.5% | 13.8% | 34.5% | -6.7% | 26.3% | 0.5% | 3.1% | 1.0% | 29.0% | 26.2% | 0.0% | 0.0% |
| 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% | 0.0% | -22.0% | -7.9% | -8.3% | 0.0% | 0.0% | -78.8% | 16.9% | 0.0% | 40.8% | -7.1% | 4.2% | 47.2% | 3.7% | -47.2% | -1.0% | 12.2% | 0.0% | 0.0% |
| International Developed | United Kingdom | EWU | Country | VEA | 0.96% | 23.5% | 1.99% | 1.6% | 3.6% | 3.3% | 11.3% | 8.2% | 1.7% | 4.8% | 1.5% | 20.8% | 15.4% | 15.7% | 8.9% | 10.7% | 6.8% | 14.6% | -1.1% | 23.9% | -9.2% | 27.3% | -9.6% | 27.9% | 3.8% | -2.2% | 1.5% | 24.3% | 22.2% | 0.0% | 0.0% |
| U.S. Stocks | Pharmaceuticals | IHE | Industry | VHT | 0.95% | 2.9% | -1.06% | -1.0% | 1.2% | 2.3% | -1.3% | -6.7% | -3.4% | -4.5% | 1.2% | -1.0% | 6.9% | 10.1% | 7.3% | 15.3% | 8.1% | 5.6% | 1.2% | 18.9% | 18.9% | 21.2% | -4.2% | 15.7% | -9.0% | 15.9% | 35.9% | 46.6% | 21.3% | 0.0% | 0.0% |
| Alternatives | Gold | IAU | Alternatives | VT | -0.11% | 27.5% | -0.93% | 0.7% | 0.5% | 1.2% | 7.0% | 5.8% | 5.4% | 0.0% | 0.3% | 37.5% | 23.0% | 11.5% | 11.4% | 6.8% | 26.9% | 12.8% | -0.7% | -4.0% | 25.1% | 18.0% | -1.8% | 12.9% | 8.3% | -10.6% | -2.1% | -28.3% | 6.9% | 0.0% | 0.0% |
| Alternatives | Silver | SIVR | Alternatives | VT | 0.64% | 31.0% | 0.28% | -0.7% | 0.4% | 4.9% | 12.1% | 5.9% | -4.5% | 1.3% | 9.4% | 37.9% | 22.8% | 8.3% | 9.1% | 4.8% | 21.1% | -1.0% | 2.6% | -12.3% | 47.6% | 15.1% | -9.0% | 5.9% | 15.0% | -12.1% | -19.7% | -36.1% | 9.2% | 0.0% | 0.0% |
| International Developed | Europe, Australasia and Far East | EFA | Regional | VEA | 1.22% | 22.6% | 3.00% | 2.2% | 3.5% | 1.9% | 13.0% | 11.3% | 3.7% | 4.8% | 2.4% | 21.4% | 15.2% | 12.5% | 9.4% | 10.4% | 3.5% | 20.6% | -12.1% | 15.4% | 10.4% | 26.5% | -10.7% | 29.1% | 5.2% | 2.2% | -2.0% | 26.1% | 24.4% | 0.0% | 0.0% |
| International Developed | EAFE Growth | EFG | Regional | EFA | 1.30% | 15.8% | 2.49% | 1.2% | 1.2% | -0.9% | 11.4% | 13.1% | 4.4% | 5.2% | 3.0% | 12.9% | 10.3% | 7.2% | 7.7% | 9.0% | 1.6% | 18.7% | -22.1% | 12.8% | 19.1% | 29.9% | -11.3% | 31.3% | -0.8% | 5.7% | -3.5% | 24.5% | 22.0% | 0.0% | 0.0% |
| Emerging Markets | Thailand | THD | Country | VWO | 0.71% | -1.6% | 0.59% | 1.4% | 8.4% | 15.1% | 13.5% | -0.6% | 5.5% | -2.6% | -3.3% | 6.8% | -3.0% | 1.0% | 3.7% | 6.4% | -2.2% | -11.1% | 3.9% | 5.2% | -7.5% | 11.2% | -5.6% | 35.3% | 30.5% | -19.2% | 19.0% | -11.7% | 44.3% | 0.0% | 0.0% |
| International Developed | Canada | EWC | Country | VEA | 0.49% | 18.7% | 1.24% | 1.5% | 3.2% | 2.8% | 15.0% | 14.1% | 4.2% | 5.9% | 3.4% | 28.1% | 13.2% | 14.9% | 10.9% | 8.7% | 12.4% | 15.9% | -11.0% | 29.5% | 8.1% | 30.7% | -14.9% | 18.5% | 26.4% | -22.0% | 3.7% | 8.6% | 12.1% | 0.0% | 0.0% |
| International Developed | EAFE Value | EFV | Regional | EFA | 1.25% | 29.4% | 3.66% | 3.4% | 5.9% | 4.7% | 15.0% | 10.0% | 3.4% | 4.4% | 1.9% | 30.2% | 20.3% | 17.3% | 10.2% | 11.2% | 5.4% | 22.2% | -1.1% | 16.0% | -0.1% | 22.3% | -10.3% | 27.0% | 9.8% | -1.7% | -0.9% | 28.3% | 26.5% | 0.0% | 0.0% |
| U.S. Bonds | Intermediate Core Bond | SCHZ | Bond | BND | -0.04% | 4.6% | -0.30% | 0.4% | 1.6% | 0.4% | 1.5% | 1.7% | 0.8% | -1.1% | 1.9% | 4.6% | 7.6% | 4.1% | 7.4% | 0.0% | 7.4% | 13.2% | -8.4% | 3.0% | 13.5% | 16.0% | 6.9% | 9.8% | 7.9% | 5.9% | 12.1% | 3.3% | 9.2% | 0.0% | 0.0% |
| U.S. Stocks | U.S. Small Cap Growth | SLYG | Size | SLY | 2.93% | 2.4% | 2.78% | 1.8% | 3.1% | 3.7% | 9.2% | 7.2% | -2.8% | 6.1% | 3.9% | 6.2% | 6.5% | 9.7% | 10.8% | 14.4% | 9.4% | 18.0% | -20.3% | 23.1% | 20.7% | 22.4% | -3.2% | 20.5% | 23.9% | 9.1% | 9.6% | 43.9% | 16.2% | 0.0% | 0.0% |
| U.S. Stocks | U.S. Small Cap Value | SLYV | Size | SLY | 3.37% | -2.6% | 3.63% | 1.7% | 3.4% | 5.5% | 6.4% | 2.3% | -6.1% | 4.5% | 4.3% | 5.6% | 4.5% | 12.3% | 11.0% | 13.9% | 7.3% | 16.0% | -9.7% | 32.9% | 4.8% | 26.6% | -11.0% | 18.8% | 34.8% | 0.9% | 17.3% | 44.0% | 20.8% | 0.0% | 0.0% |
| U.S. Stocks | U.S. Mid-Cap Stocks | VO | Size | VTI | 1.20% | 9.1% | 0.40% | -0.7% | 2.1% | 2.1% | 9.5% | 8.6% | -1.0% | 5.5% | 4.0% | 18.7% | 11.1% | 12.8% | 11.6% | 14.1% | 15.3% | 16.9% | -17.4% | 26.2% | 20.2% | 33.2% | -7.6% | 21.2% | 13.1% | 0.3% | 15.4% | 36.9% | 18.1% | 0.0% | 0.0% |
| U.S. Stocks | U.S. Mid-Cap Value | IWS | Style | VO | 1.59% | 5.6% | 0.87% | -0.8% | 1.9% | 2.6% | 6.6% | 5.3% | -2.6% | 4.4% | 3.5% | 11.5% | 8.8% | 13.2% | 10.4% | 13.3% | 12.9% | 13.5% | -10.6% | 30.1% | 7.5% | 29.6% | -10.3% | 15.8% | 22.9% | -2.7% | 17.0% | 36.3% | 21.6% | 0.0% | 0.0% |
| U.S. Bonds | Ginnie Mae MBS | GNMA | Bond | BND | -0.08% | 4.4% | -0.25% | 0.6% | 1.6% | 0.6% | 1.3% | 1.2% | 0.4% | -0.9% | 1.7% | 3.2% | 2.4% | 0.4% | 2.6% | 0.0% | 1.1% | 6.5% | -9.1% | -1.2% | 5.5% | 8.9% | 3.6% | 4.2% | 2.9% | 1.6% | 7.4% | -1.2% | -14.0% | 0.0% | 0.0% |
| International Developed | International Dividend Stocks | DWX | Regional | VEA | 0.68% | 24.7% | 1.70% | 2.6% | 2.9% | 1.3% | 12.4% | 11.6% | 6.8% | 2.3% | 2.1% | 23.0% | 13.4% | 11.8% | 10.4% | 10.6% | 2.5% | 17.3% | -8.8% | 15.4% | -0.4% | 26.8% | -5.8% | 25.1% | 22.5% | -10.1% | 1.0% | 18.5% | 23.4% | 0.0% | 0.0% |
| U.S. Stocks | U.S. Dividend Stocks | SCHD | Regional | VTI | 1.16% | 1.1% | 1.35% | -0.3% | 0.9% | 2.3% | -1.8% | -4.3% | -7.6% | 1.4% | 2.3% | 6.2% | 14.8% | 21.7% | 23.4% | 0.0% | 19.0% | 17.2% | 8.2% | 43.5% | 31.2% | 42.4% | 4.8% | 34.6% | 30.8% | 12.3% | 24.8% | 49.0% | 26.1% | 0.0% | 0.0% |
| U.S. Stocks | U.S. Aerospace & Defense | ITA | Industry | VIS | 1.01% | 36.8% | 0.35% | 0.5% | 2.6% | 5.1% | 28.2% | 23.3% | 2.5% | 13.0% | 6.5% | 42.4% | 25.2% | 20.0% | 15.0% | 17.3% | 15.8% | 15.5% | 11.1% | 10.3% | -12.4% | 32.7% | -6.3% | 36.8% | 21.8% | 5.3% | 11.5% | 59.3% | 16.6% | 0.0% | 0.0% |
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
April - June |
YTD* | 2024 | ||
|---|---|---|---|---|
|
Risk Markets |
Global Stocks (VT) | 11.4% | 14.2% | 16.5% |
| U.S. Bonds (BND) | 1.6% | 4.5% | 1.4% | |
|
Regional Markets |
U.S. Stocks (VTI) | 10.9% | 9.8% | 23.8% |
| International Markets (VEU) | 11.6% | 21.5% | 5.6% | |
| Developed Markets (VEA) | 13.1% | 23.8% | 3.1% | |
| Emerging Markets Stocks (VWO) | 9.6% | 16.7% | 10.6% | |
| Styles | U.S. Value Stocks (IWD) | 3.7% | 7.5% | 14.2% |
| U.S. Growth Stocks (IWF) | 17.7% | 12.4% | 33.1% | |
| Size | U.S. Large Cap (SPY) | 10.8% | 10.3% | 24.9% |
| U.S. Small Cap (VB) | 7.2% | 2.8% | 14.2% | |
| Alternatives | Gold (IAU) | 5.8% | 27.5% | 26.9% |
| Silver (SIVR) | 5.9% | 31.0% | 21.1% | |
| Crude Oil (CLUSD) | -5.5% | -3.5% | 13.3% | |
| U.S. Sectors - Best | Technology (VGT) | 22.4% | 13.8% | 29.3% |
| Telecomm (VOX) | 15.5% | 15.3% | 33.2% | |
| U.S. Sectors - Worst | Energy (VDE) | -7.5% | -0.3% | 6.8% |
| Healthcare (VHT) | -5.8% | -3.3% | 2.7% | |
Data Last Updated: Tuesday, August 12, 2025 at 12 am +00:00
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: April
- June 2025
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- June
Regional
A key decision in allocating the equity portion of a portfolio is regional allocation.
Global Stock Market Regional Breakdown (Based on Internal Analysis)
U.S. vs International Stocks
Regional Stock Breakdown
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U.S. Sectors
All Sector Data
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Sector Summaries
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Emerging Markets
Emerging markets are economies in the process of rapid growth and industrialization, often characterized by developing infrastructure, evolving political systems, and expanding financial markets. In Vanguard FTSE Emerging Markets ETF (VWO), the top 10 emerging countries account for a significant portion of total market capitalization, with China, India, and Taiwan leading the allocation.
EM Data
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International Developed Markets
Developed markets are highly industrialized economies with established infrastructure, stable political systems, and mature financial markets. In Vanguard FTSE Developed Markets ETF (VEA), the top 10 developed countries account for roughly 80% of total market capitalization, with Japan, the UK, and Canada leading the allocation.
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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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Absolute Return Analysis
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Relative Return Analysis
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Dynamic Plot of Returns Over Date Types
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