Market Performance

Data Last Updated: 2021-10-27

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
July - September
July August September 1-year 3-year 5-year 10-year 15-year 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Emerging Markets Taiwan EWT Country VWO -0.03% 18.9% 0.96% 4.8% 2.1% -2.4% 1.7% -3.1% -0.6% 2.2% -4.6% 38.9% 28.7% 17.7% 12.1% 8.9% 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 -1.65% 36.0% -0.75% 4.3% 4.7% 5.9% 11.7% 2.7% -0.5% 5.1% -1.8% 62.6% 18.6% 17.0% 16.1% 4.2% -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 -0.85% 28.8% 0.35% 3.4% 5.1% 2.0% 6.1% 0.6% 4.4% 2.2% -5.7% 39.5% 15.4% 9.7% 11.0% 6.7% -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% -2.9% 0.22% -0.2% -0.5% -1.5% -0.5% -0.1% 1.2% -0.3% -1.0% -3.0% 4.4% 2.1% 2.2% 1.9% 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 -1.37% 19.9% -1.11% 2.5% 2.7% 1.8% 4.3% -0.8% 0.9% 2.0% -3.6% 35.7% 13.8% 11.7% 12.5% 7.3% 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 -0.34% 10.9% -0.26% 3.2% 7.7% 2.5% 0.8% -4.5% -0.8% 0.6% -4.2% 30.2% 13.8% 9.3% 5.8% 5.7% 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 -0.44% 21.8% 0.34% 4.3% 4.5% 1.7% 8.2% 0.6% 2.4% 3.0% -4.7% 34.7% 21.3% 18.2% 16.0% 10.3% 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 -0.54% 10.6% -0.47% 2.1% 2.6% -1.7% 0.6% -1.6% 0.5% 1.3% -3.4% 28.1% 12.6% 10.0% 7.8% 3.3% 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 -1.15% 30.1% -1.30% 0.8% 3.1% 0.5% 5.6% 3.8% 1.6% 3.9% -1.7% 73.1% 9.8% 11.6% 7.2% 0.9% -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 0.09% 10.1% -0.13% 1.9% 2.7% 0.0% -3.6% -4.3% -0.4% 1.4% -5.3% 29.3% 9.9% 5.9% 9.3% 2.2% 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 0.28% 11.3% -1.33% 2.4% 4.5% -0.9% -1.4% -2.9% -0.5% 5.0% -7.1% 54.0% 9.7% 7.6% -2.9% -2.0% -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 -0.59% 15.2% -0.30% 3.0% 3.7% 0.4% 4.0% -1.3% 0.6% 2.3% -4.1% 30.6% 17.7% 14.4% 11.5% 7.1% 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 -0.94% 21.6% -2.48% -1.8% 7.4% -0.8% 6.5% 2.1% 1.6% 5.9% -5.1% 52.4% 4.4% 7.1% 1.1% 1.4% -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 -1.65% 18.0% -0.82% 3.0% 5.0% 1.2% 3.1% -3.7% 1.6% 1.9% -7.0% 34.6% 19.3% 13.9% 11.6% 9.0% 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 -1.37% 20.8% -0.92% 2.6% 4.0% 1.7% 6.8% 0.0% 1.3% 3.0% -4.2% 36.6% 21.0% 16.2% 14.8% 10.3% 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 -0.59% 7.2% -0.01% 2.7% 4.1% -0.4% 4.3% 1.1% 3.9% 3.7% -6.2% 4.9% 9.7% 9.5% 10.5% 8.0% -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 -0.67% 6.7% 0.17% 1.3% 1.2% -0.4% 3.0% -1.2% 1.6% 1.1% -3.9% 12.6% 12.0% 8.8% 11.5% 9.9% 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 -1.34% 16.6% -1.16% 2.8% 3.2% 1.8% 2.1% -4.0% 0.4% 1.0% -5.4% 33.0% 16.7% 14.5% 14.5% 9.6% 12.0% 30.1% -14.0% 21.5% 20.4% -3.5% 8.5% 41.9% 17.2% -2.3% 27.3%
Broad U.S. Stocks VTI Regional VEU -0.68% 20.7% -0.03% 3.8% 4.3% 1.6% 7.2% 0.0% 1.7% 2.9% -4.5% 35.4% 21.6% 18.3% 16.0% 10.5% 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 -0.52% 2.6% -1.87% 0.4% 3.4% -0.7% -3.3% -7.0% -5.9% 2.2% -3.3% 15.4% 13.5% 8.7% 5.0% 5.1% 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 -1.18% -0.3% -2.17% 0.4% 11.2% 8.4% 11.8% 4.8% -0.8% 3.8% 1.8% 21.9% 4.0% -0.8% -1.7% 8.3% -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 -0.16% 10.5% 0.65% 2.8% 5.5% 0.1% 0.4% -4.2% 3.3% 1.2% -8.4% 20.6% 16.7% 13.1% 10.2% 7.3% 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 -1.81% 34.6% -1.78% 1.2% 8.3% 6.1% 12.7% 4.6% -0.7% 1.8% 3.5% 59.8% 22.6% 16.5% 4.2% 1.4% 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 -0.53% 15.4% -0.21% 1.7% 5.0% 2.5% 2.5% -1.4% 0.3% 0.7% -2.3% 34.7% 5.9% 5.9% 3.9% 1.8% -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 -1.40% 3.3% -0.94% 1.2% 0.0% -1.3% -0.5% -1.0% 3.2% 0.9% -4.9% 11.6% 7.9% 6.6% 11.6% 10.0% 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 0.26% -5.6% 0.71% 0.3% 4.2% 0.2% 0.7% -0.9% 2.5% -0.1% -3.3% 88.6% 42.5% 22.9% 7.4% 12.4% 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 -0.22% -9.1% -1.03% 4.6% 11.9% 1.0% -7.3% -15.2% -2.4% -6.2% -7.3% -1.3% 17.6% 6.1% -3.5% 3.5% 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 -0.40% 9.9% -0.27% 2.1% 2.4% -1.9% 0.8% -1.1% 0.8% 1.5% -3.3% 26.9% 11.8% 9.4% 7.2% 3.8% 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 -0.43% 9.0% 0.26% 2.9% 3.1% -2.9% 2.0% -0.8% 1.8% 1.9% -4.3% 23.8% 16.8% 12.4% 9.0% 5.4% 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 -0.27% -0.1% -0.68% -1.7% 4.0% -1.3% -3.5% -4.3% -6.2% 8.8% -6.2% 25.1% -1.3% 3.5% 5.4% 5.0% -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 -0.81% 26.5% -1.64% 2.2% 7.4% 3.8% 4.3% -2.6% 0.2% 0.0% -2.8% 43.2% 16.5% 11.1% 5.6% 5.0% 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 -0.54% 10.2% -0.91% 1.1% 1.6% -0.9% -0.7% -1.8% -0.3% 0.7% -2.1% 29.7% 6.0% 5.8% 5.0% 1.8% -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 0.37% -2.4% 0.63% 0.1% 0.1% -1.1% 0.4% -0.1% 1.1% -0.1% -1.0% -1.9% 4.8% 2.6% 2.7% 2.0% 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 -1.87% 16.2% -1.19% 0.6% 0.3% 0.0% 2.1% -1.7% -0.2% 2.2% -3.5% 42.6% 15.8% 16.2% 14.9% 11.3% 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 -2.12% 26.5% -2.29% -0.6% -0.3% 3.0% -2.1% -4.1% -4.4% 2.0% -1.6% 54.3% 12.9% 12.7% 13.5% 9.1% 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 -1.37% 20.8% -0.92% 2.6% 4.0% 1.7% 6.8% 0.0% 1.3% 3.0% -4.2% 36.6% 21.0% 16.2% 14.8% 10.3% 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 -1.71% 22.3% -1.60% 1.7% 2.6% 1.8% 4.0% -1.1% 0.6% 2.2% -3.7% 40.5% 14.9% 11.6% 12.9% 8.5% 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 0.08% -1.7% -0.11% -0.2% -0.3% -0.6% -0.3% 0.0% 0.3% -0.1% -0.1% -1.7% 3.1% 1.5% 1.6% 1.1% 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 -0.03% 7.1% -0.23% 1.4% 2.6% -0.8% -1.1% -2.6% 1.7% 0.6% -4.8% 16.6% 7.0% 5.4% 2.4% 0.5% -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 -1.37% 20.8% -1.63% 1.9% 2.0% 1.3% 3.7% -1.1% 0.6% 2.1% -3.7% 35.3% 19.3% 16.1% 14.8% 9.8% 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 -1.13% 10.7% -3.56% -2.6% -1.1% 1.0% -5.5% -4.7% -1.4% -1.8% -1.5% 30.6% 3.9% 11.0% 14.8% 11.2% -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 -1.07% 21.4% -0.96% 2.2% 2.4% 1.5% 4.5% 0.2% 0.7% 1.2% -1.7% 40.1% 17.7% 15.6% 8.6% 7.2% 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 -1.56% 4.1% -0.10% 1.3% -2.4% -8.2% -1.6% -1.1% 1.3% 3.9% -6.1% 16.6% 15.2% 12.5% 17.3% 12.8% 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 0.31% 26.1% 0.09% 2.3% 5.8% 5.2% 9.4% 2.2% -1.0% 4.0% -0.8% 35.3% 12.9% 9.9% 6.4% 4.2% -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 1.93% 15.0% 1.98% 2.6% 5.4% 1.4% -0.3% -7.3% -6.0% 1.0% -2.4% 33.6% 11.3% 8.1% 3.1% -0.4% 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 -1.30% -11.8% -3.11% -2.8% -2.7% -8.6% -17.3% -15.8% -5.8% -0.4% -10.3% 15.2% -6.1% -1.3% -2.8% 1.2% -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 -0.32% 14.5% 0.16% 2.6% 4.3% -0.1% 1.7% -1.9% 1.9% 1.8% -5.4% 32.2% 13.1% 10.7% 7.7% 4.1% 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 -0.26% -8.1% -2.00% -1.2% 3.8% 1.7% 0.7% -0.8% -3.3% 7.5% -4.5% 1.4% -1.8% -0.3% -0.6% 4.2% 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 -0.26% 16.5% 0.01% 2.1% 3.2% 0.6% 0.8% -1.6% 1.3% 0.9% -3.7% 37.4% 13.0% 12.1% 8.6% 3.8% 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 -0.95% 13.7% 0.39% 4.0% 1.6% -1.5% 4.2% 0.4% 3.8% 2.4% -5.5% 22.8% 17.1% 16.5% 17.2% 12.0% 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 -1.27% -5.9% 0.42% 3.5% 1.2% -5.0% -12.0% -13.4% -4.8% -2.3% -7.0% 21.5% 13.6% 9.7% 5.6% 5.0% 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 -0.54% 3.1% -1.34% 0.5% 2.2% 1.4% -4.8% -5.1% -2.3% 1.2% -4.1% 26.6% 3.4% 3.6% 1.7% 0.2% -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 -1.96% 21.4% -1.72% 0.0% 0.1% 1.7% -0.1% -2.8% -2.5% 2.1% -2.4% 48.6% 14.6% 14.7% 14.3% 10.3% 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 -0.33% 17.0% -3.01% -0.1% -0.5% -4.8% 0.2% -1.9% 0.6% 3.6% -5.8% 34.3% 22.1% 11.1% 11.4% 7.4% 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 2.44% -7.6% 4.60% 2.4% 3.6% -1.4% 4.9% 0.7% 5.0% -0.3% -3.8% -9.1% 13.5% 5.3% 6.6% 7.6% 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 -2.30% 43.1% -1.54% 1.7% -3.1% -0.9% -1.6% -6.9% -2.0% 0.7% -5.7% 74.0% 27.2% 18.1% 14.8% 11.7% 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 -1.72% -0.8% -3.27% -5.2% -7.7% -1.2% -13.4% -2.3% -5.4% 0.4% 2.9% 24.9% -7.9% -0.7% -0.5% -0.3% -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 -0.67% 6.3% -0.40% 0.3% 0.3% -0.6% 3.7% -1.9% 1.4% 0.1% -3.3% 21.9% 19.2% 12.5% 12.8% 10.2% 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 2.99% -13.4% 3.10% 6.6% 12.7% 8.4% 8.1% -7.7% -3.2% 2.7% -7.2% 23.8% 46.3% 24.5% 12.4% -3.1% 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 -5.05% 38.9% -5.90% -1.6% 7.4% 9.8% -6.6% -10.0% -12.8% -2.7% 6.1% 120.5% -18.8% -16.7% -11.3% -7.5% -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 -2.67% 72.3% -2.04% 1.3% 8.7% 12.4% 15.6% 5.6% 1.8% -5.3% 9.5% 110.8% -20.5% -8.4% -14.6% -12.5% -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 -0.41% 11.1% -0.70% 1.8% 1.8% -3.3% 2.2% 0.3% 1.7% 2.8% -4.1% 29.5% 13.8% 10.8% 10.0% 5.1% 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 -2.39% 10.2% -3.15% 2.3% 1.8% -8.1% 6.9% 7.6% 1.1% 17.2% -9.1% 36.0% 12.1% 7.6% 5.3% 1.3% 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 0.37% -2.4% 0.68% 0.2% 0.2% -1.1% 0.4% -0.1% 1.2% -0.2% -1.0% -1.7% 5.1% 2.8% 2.8% 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 -3.27% 31.9% -3.64% 0.6% 2.2% 8.5% 7.1% 3.7% -3.6% 5.4% 2.0% 62.9% 12.4% 11.6% 12.9% 1.9% -9.3% 29.7% -19.6% 10.4% 30.8% 2.5% 2.8% 41.3% 22.6% -22.1% 23.0%
Broad U.S. Bonds BND Risk Exposure VT 0.37% -2.4% 0.68% 0.2% 0.2% -1.1% 0.4% -0.1% 1.2% -0.2% -1.0% -1.7% 5.1% 2.8% 2.8% 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 -0.44% 6.5% 0.62% 2.7% 2.1% -2.4% -3.1% -4.8% -0.2% 1.3% -5.8% 21.5% 9.8% 7.5% 6.9% 4.4% 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 -0.89% -0.7% -1.49% 1.2% 2.5% -0.6% -7.9% -10.3% -2.4% -1.2% -7.0% 11.6% 6.8% 5.1% 7.6% 6.7% 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 -1.44% -13.4% -1.41% 4.9% 13.3% 10.0% 7.3% -9.3% -7.6% 0.1% -1.9% -0.1% -2.9% 0.3% -0.8% 3.1% -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 -0.81% 24.6% -1.10% -0.1% 1.9% 1.4% 12.8% 10.4% 0.2% 9.4% 0.7% 47.3% 19.4% 12.7% 8.7% 5.6% 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 -0.38% 21.1% 0.23% 4.8% 6.0% 1.2% 10.8% 0.9% 3.4% 3.5% -5.7% 37.5% 34.2% 30.2% 22.6% 16.2% 45.8% 48.6% 2.5% 37.1% 13.8% 5.1% 18.0% 30.9% 14.0% 0.6% 12.8%
Emerging Markets China FXI Country VWO -1.13% -11.7% -2.80% 1.3% 6.4% 3.4% -9.2% -16.0% -12.5% 1.0% -4.9% -6.9% 3.9% 4.2% 3.7% 4.7% 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 -0.52% 2.6% -1.87% 0.4% 3.4% -0.7% -3.3% -7.0% -5.9% 2.2% -3.3% 15.4% 13.5% 8.7% 5.0% 5.1% 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 0.30% -17.5% -3.29% -6.1% -5.4% -10.7% -25.8% -20.8% -7.8% -2.7% -11.7% 4.2% -6.7% -2.0% -4.1% 0.7% -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 -0.54% 7.8% -0.81% 1.7% 2.8% -0.9% -0.6% -3.3% -1.4% 1.5% -3.4% 23.8% 12.5% 9.7% 7.0% 4.0% 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 -1.23% 14.3% -1.88% 0.7% 2.0% -3.7% 4.2% 0.6% 2.2% 4.3% -5.6% 38.9% 4.2% 1.1% 0.9% 2.1% -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 -0.29% 11.9% -1.03% 1.7% 5.4% 2.8% 3.3% -2.0% 1.1% -1.7% -1.4% 29.0% 6.4% 6.8% 3.8% 4.9% -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 -3.45% -18.3% 1.65% 3.2% -5.2% -11.4% -12.5% -10.3% -5.6% 4.5% -9.1% -0.1% -15.0% -7.6% -7.1% -2.9% -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 -0.48% -4.2% -0.04% 0.7% 7.1% 8.7% 13.7% 5.3% -4.9% 9.4% 1.2% 32.2% -0.8% -1.1% -6.3% 2.0% -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 -0.02% -0.5% -0.09% -0.2% -0.3% -0.4% -0.3% 0.0% 0.1% 0.0% -0.1% -0.5% 2.3% 1.4% 1.0% 0.8% 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 0.16% -1.5% -0.03% -0.1% -0.3% -1.1% -0.9% -0.6% 0.6% -0.3% -0.9% 0.2% 4.5% 2.7% 3.5% 3.7% 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 0.20% -0.8% -0.07% -0.1% -0.2% -0.9% -0.6% -0.5% 0.6% -0.4% -0.8% 0.8% 4.1% 2.6% 3.7% 3.8% 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 1.50% -18.3% 2.85% 2.7% 3.1% -5.3% 0.8% 0.9% 5.1% 7.3% -10.6% 14.4% -1.2% -8.7% -5.5% -3.1% -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 -1.84% 45.3% -2.25% 0.3% 6.5% 7.7% 13.3% 4.8% 1.3% -1.7% 5.2% 63.3% 8.0% 7.7% -2.2% -0.3% -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 -2.94% 58.3% -1.85% 2.0% 8.6% 15.7% 8.2% -1.4% -8.7% -1.8% 10.0% 106.4% -1.0% -0.4% 0.4% 2.1% -33.7% 9.3% -19.9% -2.5% 29.2% -23.2% -9.9% 25.9% 3.4% 2.8% 21.1%
International Developed Israel EIS Country VEA -0.74% 17.4% 0.49% 2.0% 4.6% 3.4% 8.8% 2.8% 1.7% 1.9% -0.8% 38.9% 14.4% 11.4% 7.2% 4.6% 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 0.03% 21.8% 1.24% 5.4% 6.1% 1.3% 9.9% 1.1% 3.4% 3.7% -5.6% 34.1% 29.0% 24.5% 19.1% 13.3% 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 -0.78% 13.2% -0.25% 3.0% 4.8% 2.1% 1.6% -2.3% 0.3% 1.4% -3.9% 37.2% 12.9% 11.1% 4.7% -1.1% 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 -0.08% 21.3% 2.49% 5.8% 5.8% 4.3% 8.8% -0.8% 0.3% 1.9% -2.9% 38.1% 29.6% 23.5% 19.9% 13.7% 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 -0.73% 0.6% -1.59% 0.4% -4.3% -8.3% 0.0% 4.0% -0.6% 1.9% 2.7% 16.2% 9.5% 7.8% 7.5% 2.7% 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 -1.49% 9.7% -5.07% -1.8% 3.8% 3.2% -0.4% -3.8% -0.9% 2.1% -4.8% 27.3% 6.8% 2.5% 1.3% 3.7% -5.2% 9.6% -25.2% 36.1% 16.7% -26.0% 2.7% -7.5% 21.1% -15.7% 37.0%

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

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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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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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Bonds

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Commodities

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Heat Maps