Market Performance

Data Last Updated: 2025-06-27

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
January - March 		January February March 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. Bonds Long-Term Treasury Bonds EDV Bond BND -0.99% -1.1% 1.33% -0.1% 2.3% 3.2% -1.8% 5.0% -0.1% 7.8% -2.5% -6.7% -7.2% -11.6% 2.3% 6.8% -11.8% 3.3% -37.4% -4.2% 30.9% 23.5% 0.0% 18.1% 8.1% 0.4% 47.9% -14.5% 14.0% 0.0% 0.0%
U.S. Stocks U.S. Retail XRT Industry VT 0.94% -2.3% 0.72% 0.5% 2.1% 4.4% -2.0% -13.0% 0.8% -7.6% -6.6% 4.3% 8.9% 16.5% 7.4% 12.9% 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 1.24% -9.6% 6.21% 2.2% 0.8% 1.3% -11.6% -18.1% 2.7% -6.1% -15.0% 17.6% 9.5% 7.7% 0.9% 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 0.54% 7.4% 0.07% -1.8% -1.5% 2.6% 3.7% 9.6% 1.2% 6.6% 1.6% 7.6% 9.3% 19.0% 16.4% 19.6% 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 -0.68% 15.6% 3.10% -0.7% 4.4% 1.8% 16.0% 0.3% -0.1% -2.3% 2.8% -3.1% -11.0% 3.5% 4.8% 3.3% -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 -0.20% -14.8% -4.82% -5.1% 4.5% -0.3% -18.8% -3.4% 2.1% -3.8% -1.6% -24.3% 2.2% 16.9% -7.6% -3.6% -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 -0.44% -3.2% -11.88% -2.5% 8.9% 6.5% -4.8% 2.2% 3.1% -3.6% 2.8% -7.3% -3.7% 21.8% -7.5% -8.6% 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 0.72% 21.0% 4.01% 2.0% 4.5% 7.9% 14.2% 4.6% 3.0% 0.5% 1.0% 22.3% 12.6% 10.9% 8.6% 11.2% 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 -0.16% 3.3% 0.81% -2.6% -6.1% -8.5% 0.2% -2.3% 4.6% -4.3% -2.4% 52.4% 52.7% 32.2% 17.7% 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 -0.07% 1.9% 5.09% 3.5% 4.8% 2.1% -4.3% -3.9% 6.1% -2.6% -7.0% 27.8% 11.8% 18.7% 8.9% 10.1% 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 0.33% 4.9% 2.62% 1.3% 2.7% 3.6% -0.6% -0.2% 5.6% -1.4% -4.1% 14.2% 14.6% 15.6% 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 0.43% -10.5% -13.50% -10.6% 2.1% 4.3% -4.5% -0.3% 1.1% -3.8% 2.5% -20.6% -15.8% 10.8% 0.7% -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 0.18% -0.8% 2.52% 1.7% 3.7% 2.5% -4.6% -7.3% 3.9% -4.8% -6.3% 10.9% 11.8% 13.9% 9.9% 13.0% 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 -0.51% 17.8% 3.60% 2.3% 5.3% 6.4% 4.0% -0.7% 6.5% -2.2% -4.7% 36.6% 21.1% 19.0% 0.0% 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 1.02% -9.4% 3.97% 0.2% 3.9% -0.1% -8.3% -7.4% 3.7% -7.8% -3.2% -6.8% 21.6% 18.6% 14.0% 15.9% 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 -0.65% 18.9% 3.13% -0.1% 3.5% 0.2% 3.2% 16.1% 3.3% 10.7% 1.5% 31.9% 4.1% 0.1% 3.3% 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 -0.29% 15.3% 3.92% 1.5% 6.1% 5.6% 9.6% 2.5% 0.7% 1.4% 0.4% 17.5% 9.0% 7.1% 6.5% 6.8% 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%
International Developed Spain EWP Country VEA 0.92% 42.4% 2.44% 0.6% 2.6% 6.4% 24.4% 22.6% 6.3% 9.4% 5.5% 44.5% 27.6% 20.7% 8.8% 10.8% 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 1.29% 10.5% 5.40% 4.1% 7.6% 7.9% 2.1% -4.0% 7.3% -3.7% -7.1% 24.5% 21.8% 15.4% 10.8% 13.1% 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%
Emerging Markets All Emerging Countries VWO Regional VWO -0.10% 12.6% 3.85% 0.8% 4.2% 3.7% 7.6% 2.9% 0.8% 0.7% 1.3% 16.6% 10.3% 9.8% 7.4% 7.2% 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 0.04% 27.3% 1.70% 1.8% 3.4% 1.6% 8.6% 14.8% 12.5% -4.8% 7.2% 9.5% 12.8% 13.4% 7.8% 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 0.48% 18.1% 3.44% 0.7% 3.4% 5.4% 9.7% 6.0% 3.4% 2.1% 0.4% 18.2% 14.4% 12.6% 8.9% 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 0.02% 31.2% 3.80% -0.3% 0.3% 3.5% 15.4% 8.9% 4.6% 3.2% 0.9% 12.6% 13.2% 19.1% 5.0% 5.3% -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 0.39% 20.7% 3.23% 1.8% 1.9% 4.5% 10.5% 8.7% 3.3% 3.0% 2.2% 41.9% 19.6% 15.0% 8.8% 9.9% 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 -0.67% 24.0% 3.15% -4.5% -3.2% -6.6% 9.2% 19.1% 9.2% 4.7% 4.2% 20.4% 14.2% 11.7% 3.8% 0.9% -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 -0.27% 28.7% -0.30% -1.7% 1.5% 3.2% 11.3% 20.6% 12.5% 6.1% 1.1% 26.9% 15.4% 15.2% 3.5% 1.2% 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 0.00% 3.1% 0.29% 0.4% 0.6% 0.9% 2.2% 1.9% 0.3% 0.8% 0.7% 8.4% 9.3% 5.2% 5.1% 0.0% 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 0.02% -1.0% 0.25% 0.1% 0.3% 0.7% -1.4% -1.0% -0.1% 1.4% -2.2% 0.2% 2.6% 0.5% 3.6% 5.1% 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 0.00% -1.6% 0.16% 0.2% 0.2% 0.4% -1.1% -1.5% -0.8% 1.1% -1.8% 0.5% 2.8% 1.0% 3.5% 5.4% 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 0.99% -13.7% 1.77% -1.9% 1.4% -4.7% -12.3% -8.5% 0.2% -4.6% -4.3% -24.4% 21.3% 11.2% 1.3% 1.2% 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 -0.50% 2.0% -6.28% -0.8% 3.6% 1.5% -4.3% 5.2% 2.8% 0.1% 2.3% -1.1% -4.2% 15.2% 3.9% 1.0% 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 -0.49% 0.3% -3.37% -0.7% 4.9% 1.3% -4.9% 7.7% 1.9% 2.4% 3.2% -2.5% 11.7% 27.8% 8.5% 9.2% 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 -0.23% 3.7% 0.63% 0.5% 1.3% 2.1% 2.8% 2.5% 0.3% 2.2% 0.0% 5.4% 3.6% 0.7% 4.2% 5.2% 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 1.59% 35.1% 4.86% 1.8% 2.8% 6.6% 16.5% 16.5% 8.8% 4.2% 2.8% 41.6% 24.8% 15.0% 8.7% 10.4% 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 -0.05% 22.1% 4.79% 2.0% 6.8% 7.6% 20.4% 5.1% -1.0% 6.6% -0.5% 34.8% 2.4% 3.5% 4.6% 8.2% 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 -1.26% 24.9% 3.12% 1.8% 6.1% 10.0% 17.7% 10.8% 1.7% 1.6% 7.2% 26.6% 30.0% 19.1% 11.2% 8.2% 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 0.35% 7.7% 3.44% 2.0% 2.3% 3.0% 11.4% -0.1% -1.6% -4.9% 6.7% 3.0% 12.5% 17.2% 9.0% 7.3% 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 -0.06% 5.9% 4.69% 3.8% 8.0% 6.8% 2.3% -12.7% -0.8% -2.9% -9.3% 14.8% 25.3% 20.8% 22.2% 20.7% 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 0.02% 20.3% 5.29% 10.2% 8.9% 11.3% 10.8% -3.5% 4.6% -1.9% -6.0% 54.9% 16.9% 14.5% 8.8% 8.3% 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 0.57% 5.2% 4.59% 2.8% 5.6% 5.6% 1.5% -10.0% 1.9% -3.6% -8.4% 15.6% 23.7% 18.9% 17.6% 18.2% 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 0.76% 33.1% 3.24% -0.8% 0.6% 3.5% 16.5% 17.7% 7.2% 5.8% 3.7% 34.3% 29.4% 21.4% 10.7% 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 1.49% -2.5% 3.85% 2.5% 2.0% 1.4% -4.0% -13.1% 4.0% -8.2% -9.0% 17.1% 15.8% 15.8% 13.9% 17.1% 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 1.77% 13.1% 4.91% 2.3% 2.5% 6.2% 8.3% 2.2% 1.8% 0.2% 0.1% 14.5% 14.3% 9.2% 7.0% 8.0% 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 -0.64% 27.1% 1.76% -2.8% 0.4% 6.1% 14.0% 14.8% 4.4% 1.5% 8.4% 29.4% 11.7% 15.6% 7.0% 8.2% 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 0.00% 11.8% 5.49% 2.0% 9.4% 7.6% 8.8% -8.3% -0.6% -1.2% -6.6% 8.3% 18.5% 19.4% 15.4% 14.6% 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 0.29% 8.2% 3.49% 2.2% 2.5% 2.3% 0.3% 3.4% 6.5% 1.4% -4.2% 28.5% 20.0% 21.7% 14.0% 14.4% 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 0.25% 1.4% -0.52% -1.5% 0.1% 2.0% -1.9% 2.7% 1.7% 3.7% -2.6% 11.7% 4.2% 9.6% 9.8% 13.0% 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 -0.16% 4.5% 0.69% 0.8% 1.2% 2.1% 3.9% 3.1% 0.1% 2.1% 0.8% 8.6% 7.8% 3.3% 5.7% 0.0% 6.9% 11.5% -6.8% -0.5% 11.6% 11.9% 6.5% 5.5% 3.7% 5.4% 8.2% -0.1% 4.7% 0.0% 0.0%
U.S. Stocks U.S. Value Stocks IWD Style VTI 0.27% 4.9% 2.09% 0.9% 2.6% 3.2% -0.7% 2.1% 4.5% 0.4% -2.8% 12.6% 12.2% 15.6% 11.0% 13.6% 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 -1.29% 11.0% 2.11% -0.6% 3.3% 5.3% 4.2% -1.8% 3.1% -2.5% -2.3% 11.1% 11.8% 14.1% 10.9% 12.2% 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 0.50% 5.2% 3.47% 1.8% 4.2% 4.7% 0.9% -4.3% 2.7% -1.3% -5.6% 13.8% 18.6% 18.1% 15.0% 16.5% 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 0.62% 20.3% 3.33% 0.7% 3.2% 6.4% 11.0% 6.8% 4.4% 2.3% 0.0% 18.9% 15.5% 13.6% 9.2% 11.0% 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 1.01% 42.6% 3.74% 0.8% 3.0% 5.6% 23.8% 19.8% 5.6% 8.0% 5.1% 41.5% 24.9% 22.8% 12.4% 10.2% 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 0.41% 22.4% 2.17% -0.3% 1.7% 7.6% 17.1% 7.8% 1.6% 3.9% 2.1% 22.5% 11.7% 11.1% 7.1% 10.8% 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 -0.45% 52.2% 7.93% 3.8% 6.0% 13.1% 36.6% 21.1% 6.7% 2.9% 10.3% 55.8% 39.8% 31.1% 10.2% 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 0.43% 9.8% 3.44% 1.6% 4.1% 5.1% 4.1% -1.0% 3.1% -0.4% -3.5% 15.9% 16.7% 15.5% 11.8% 13.0% 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 0.13% 54.5% 6.63% 5.3% 5.0% 5.1% 20.6% 34.2% 13.2% 7.0% 10.8% 38.3% 35.7% 18.3% 7.5% 7.0% -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 0.04% 4.6% 2.57% 0.1% 2.5% 3.6% -3.0% 1.0% 5.1% -0.4% -3.5% 2.6% 8.1% 14.1% 9.9% 11.9% 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 0.46% 6.1% 2.41% 1.7% 3.5% 3.7% 1.0% -1.7% 4.4% -1.8% -4.0% 17.5% 13.5% 14.6% 11.2% 13.8% 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 0.23% 9.9% 2.06% 0.7% 1.7% 4.1% 4.1% 5.3% 2.8% 2.0% 0.4% 22.4% 10.3% 13.6% 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 0.59% 4.4% 0.46% -0.8% -1.3% 1.9% -0.4% 4.1% 1.9% 4.5% -2.2% 9.1% 8.8% 12.9% 11.0% 14.2% 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 0.94% 10.8% 3.80% 2.7% 3.9% 5.0% 6.0% -2.1% 4.7% -2.6% -4.0% 21.4% 21.5% 20.2% 13.8% 15.3% 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 0.45% 5.0% 3.37% 2.1% 4.6% 4.8% 0.6% -4.8% 3.0% -1.9% -5.9% 14.4% 18.1% 17.5% 14.4% 16.1% 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 -0.60% -2.8% 0.93% -5.3% -2.6% 1.9% 1.9% -15.6% -1.6% -14.3% 0.0% -3.1% -6.6% 1.6% 0.1% 0.5% -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 0.68% 21.1% 3.70% -1.1% 1.4% 5.2% 8.5% 12.7% 7.9% 4.4% 0.1% 15.2% 12.4% 10.7% 9.1% 11.5% -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% -8.7% -8.5% 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 0.08% 19.6% 2.11% -0.6% 1.9% 6.0% 10.0% 10.5% 5.1% 4.0% 1.2% 18.1% 15.0% 16.1% 8.3% 11.0% 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 -0.65% 0.6% 1.16% -3.0% 1.8% 6.1% -5.7% 7.8% 5.7% 4.7% -2.5% -0.6% 5.0% 11.1% 6.9% 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 -1.83% 24.5% -2.84% -3.5% -1.4% 2.8% 11.3% 19.1% 6.8% 1.9% 9.5% 41.9% 21.2% 12.7% 10.5% 6.3% 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 -2.17% 24.1% -0.35% -1.4% 7.6% 11.6% 9.3% 17.9% 8.3% -0.6% 9.5% 24.3% 18.9% 14.7% 8.2% 4.0% 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 0.90% 18.2% 3.49% -1.2% 0.7% 3.8% 8.3% 8.1% 4.8% 2.9% 0.2% 15.8% 15.2% 13.0% 8.7% 10.5% 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 1.08% 15.4% 4.07% -0.2% 2.0% 5.0% 6.0% 3.3% 5.1% 1.1% -2.8% 9.8% 12.5% 8.4% 7.4% 9.2% 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 -3.36% -17.7% 1.99% -6.8% -8.9% -11.1% -11.8% -14.1% -4.8% -7.7% -2.2% -8.1% -7.4% -2.7% 0.5% 5.8% -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 -0.74% 13.9% 1.06% -0.3% 2.5% 5.6% 8.1% 1.1% 2.3% 0.0% -1.2% 25.9% 13.8% 16.6% 9.5% 8.2% 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 0.68% 21.0% 2.95% -1.8% -0.1% 3.0% 10.5% 12.3% 4.6% 4.5% 2.9% 22.3% 18.2% 17.0% 9.2% 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 -0.17% 3.8% 0.74% 0.6% 1.4% 2.2% 2.9% 2.4% 0.6% 1.9% -0.1% 8.2% 8.3% 4.4% 7.6% 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 0.33% -1.4% 3.14% 1.4% 3.6% 2.8% -4.7% -7.9% 3.9% -5.9% -5.8% 5.7% 8.9% 12.3% 10.2% 13.8% 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 0.35% -7.2% 3.17% 1.4% 4.1% 2.7% -8.1% -9.7% 1.8% -5.5% -6.2% 6.0% 5.8% 14.9% 9.7% 13.3% 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 0.46% 6.1% 2.41% 1.7% 3.5% 3.7% 1.0% -1.7% 4.4% -1.8% -4.0% 17.5% 13.5% 14.6% 11.2% 13.8% 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 0.28% 2.1% 2.05% 0.9% 2.5% 2.3% -1.3% -2.3% 3.4% -1.8% -3.7% 10.9% 10.5% 15.3% 9.9% 13.1% 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 -0.25% 3.7% 0.73% 0.4% 1.6% 2.0% 3.0% 2.6% 0.2% 2.4% 0.0% 5.5% 3.3% 0.3% 2.7% 0.0% 1.0% 6.5% -9.1% -1.2% 5.5% 8.9% 3.5% 4.2% 2.7% 1.0% 7.4% -1.2% -14.2% 0.0% 0.0%
International Developed International Dividend Stocks DWX Regional VEA -0.07% 24.6% 3.42% 2.0% 3.8% 7.8% 19.7% 10.3% 1.9% 3.3% 4.8% 29.6% 13.9% 12.9% 9.2% 10.8% 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 0.00% -1.6% -0.19% -1.4% 1.8% 2.5% -3.9% 3.3% 1.9% 2.6% -1.2% 7.1% 15.3% 24.4% 22.9% 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 1.65% 29.3% 3.94% 4.5% 6.4% 12.2% 21.4% 5.5% 7.7% -1.1% -0.9% 42.4% 25.8% 20.7% 14.2% 16.7% 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%
U.S. Stocks U.S. Agribusiness MOO Industry VTI 0.30% 13.9% -0.35% -0.5% 1.8% 4.0% 7.6% 5.2% 7.3% -1.8% -0.2% 7.7% -2.2% 7.8% 6.5% 8.2% -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 -0.43% -4.3% 0.76% -2.0% 1.8% 8.2% -7.7% -3.2% 4.9% -1.2% -6.6% -8.1% 2.1% -0.9% 0.6% 11.2% -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% 0.2% 0.2% 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 0.89% 19.5% 2.85% 2.7% 1.6% 7.0% 19.2% 8.7% 0.7% 4.2% 3.7% 11.8% -1.5% 1.3% -0.5% -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 -0.08% 23.3% 2.67% -0.9% 0.2% -1.1% 6.3% 12.6% 9.8% -2.4% 5.1% 8.5% 15.0% 16.5% 7.4% 4.5% -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 0.93% 26.0% 3.40% 1.5% 3.8% 7.0% 13.1% 11.1% 6.4% 4.0% 0.4% 21.1% 18.2% 15.6% 9.9% 12.4% 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 0.00% 0.2% 2.82% 0.2% 1.2% -2.0% 2.1% -5.9% -4.5% 1.1% -2.5% 11.9% 7.6% 5.4% 7.9% 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 1.11% 21.4% 3.20% 0.0% 1.9% 4.0% 8.2% 10.9% 7.7% 2.4% 0.7% 14.7% 15.2% 15.4% 10.0% 10.9% -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 -0.14% -1.9% 1.49% -1.5% 1.9% 4.7% -6.6% 4.7% 6.7% 0.4% -2.3% -6.0% 3.2% 8.0% 8.6% 14.2% 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 -1.67% 39.0% 3.22% 4.5% 14.5% 20.7% 23.2% 6.2% 6.1% 1.3% -1.2% 11.1% 8.6% 7.2% 5.9% 5.8% -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%

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
January - March 		YTD* 2024
Risk
Markets 		Global Stocks (VT) -1.0% 9.8% 16.5%
U.S. Bonds (BND) 2.5% 3.7% 1.4%
Regional
Markets 		U.S. Stocks (VTI) -4.8% 5.0% 23.8%
International Markets (VEU) 6.0% 18.1% 5.6%
Developed Markets (VEA) 6.8% 20.3% 3.1%
Emerging Markets Stocks (VWO) 2.9% 12.6% 10.6%
Styles U.S. Value Stocks (IWD) 2.1% 4.9% 14.2%
U.S. Growth Stocks (IWF) -10.0% 5.2% 33.1%
Alternatives Gold (IAU) 19.1% 24.5% 26.9%
Silver (SIVR) 17.9% 24.1% 21.1%
Crude Oil (CLUSD) 2.2% -3.2% 13.3%
U.S. Sectors - Best Energy (VDE) 7.7% 0.3% 6.8%
Utilities (VPU) 5.3% 9.9% 23.1%
U.S. Sectors - Worst Cons. Cyclicals (VCR) -13.1% -2.5% 24.3%
Technology (VGT) -12.7% 5.9% 29.3%

Data Last Updated: Friday, June 27, 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: January - March 2025
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)

U.S. vs International Stocks
Regional Stock Breakdown
most recent full quarter: January - March 2025
most recent full quarter: January - March 2025

U.S. Sectors

most recent full quarter: January - March 2025
most recent full quarter: January - March 2025
most recent full quarter: January - March 2025
most recent full quarter: January - March 2025

Emerging Markets

most recent full quarter: January - March 2025
most recent full quarter: January - March 2025
most recent full quarter: January - March 2025
most recent full quarter: January - March 2025
most recent full quarter: January - March 2025

International Developed Markets

most recent full quarter: January - March 2025
most recent full quarter: January - March 2025
most recent full quarter: January - March 2025
most recent full quarter: January - March 2025

U.S. Styles

most recent full quarter: January - March 2025

U.S. Size

most recent full quarter: January - March 2025

Bonds

most recent full quarter: January - March 2025
most recent full quarter: January - March 2025
most recent full quarter: January - March 2025
most recent full quarter: January - March 2025

Commodities

most recent full quarter: January - March 2025
most recent full quarter: January - March 2025

Absolute Return Analysis

Summary Statistics

Most Recent Value -
Data From: -
Data Through: -
Average -
Minimum -
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% Time Positive -
% Time Negative -

Relative Return Analysis

Dynamic Plot of Returns Over Date Types

to