Market Performance

Data Last Updated: 2024-12-06

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	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010
U.S. Stocks	U.S. Biotech	IBB	Industry	VHT	0.96%	4.3%	-0.18%	3.8%	-4.5%	-0.2%	-4.4%	6.2%	7.8%	0.1%	-1.6%	15.4%	-1.2%	4.0%	3.6%	12.3%	3.8%	-13.4%	1.1%	26.3%	25.5%	-9.4%	21.4%	-21.3%	11.6%	34.1%	65.6%	32.8%	11.8%	15.5%
Emerging Markets	Frontier Markets	FM	Regional	VWO	-0.07%	7.3%	0.15%	-0.3%	0.0%	0.1%	-0.5%	0.3%	1.0%	-0.4%	-0.4%	10.0%	-2.4%	3.5%	5.6%	0.0%	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	0.25%	-7.4%	1.78%	2.9%	-0.3%	0.2%	-0.8%	5.0%	-0.8%	4.0%	1.8%	-10.8%	-15.1%	-4.3%	-2.6%	-1.9%	10.3%	-43.2%	22.6%	10.3%	10.1%	-16.2%	40.0%	-7.4%	-16.9%	8.5%	11.8%	29.7%	-43.1%	5.6%
Emerging Markets	Latin America	ILF	Regional	VWO	-1.62%	-18.4%	-0.34%	-3.3%	-8.4%	-8.7%	-6.9%	4.7%	0.2%	4.6%	-0.1%	-12.4%	15.2%	5.2%	5.1%	3.2%	35.7%	24.5%	-5.3%	-9.3%	18.5%	-2.8%	29.7%	35.4%	-28.8%	-9.6%	-8.0%	10.2%	-14.4%	20.2%
International Developed	Europe	VGK	Country	VEA	0.09%	6.6%	1.79%	4.0%	-0.5%	-1.8%	-1.6%	6.7%	2.5%	3.6%	0.5%	12.0%	6.7%	9.6%	8.8%	10.4%	22.8%	-13.1%	20.9%	9.1%	29.9%	-11.3%	31.5%	4.1%	1.9%	-1.8%	30.1%	27.0%	-5.6%	13.8%
Emerging Markets	All Emerging Countries	VWO	Regional	VWO	0.04%	13.7%	1.78%	2.2%	-3.3%	-1.5%	6.8%	9.7%	1.2%	1.0%	7.3%	18.5%	3.2%	7.1%	6.8%	6.6%	10.0%	-14.6%	4.1%	18.0%	25.4%	-12.1%	35.4%	15.7%	-12.7%	3.4%	-1.3%	22.9%	-16.1%	22.4%
Emerging Markets	Brazil	EWZ	Country	VWO	-2.36%	-25.4%	-0.98%	-6.1%	-10.5%	-10.8%	-9.0%	7.9%	1.6%	7.6%	-1.3%	-19.9%	12.5%	1.5%	5.0%	1.7%	36.0%	27.2%	-8.3%	-18.4%	32.3%	1.6%	26.9%	69.1%	-39.3%	-11.5%	-13.4%	5.1%	-21.4%	14.7%
Broad	International Stocks	VEU	Regional	VTI	-0.10%	9.6%	1.12%	2.6%	-1.3%	-0.5%	1.2%	7.9%	2.5%	2.6%	2.6%	15.5%	5.6%	8.5%	8.3%	8.8%	17.5%	-12.9%	11.9%	13.9%	26.4%	-11.2%	31.8%	8.8%	-1.4%	-0.4%	18.7%	23.9%	-9.8%	15.4%
Emerging Markets	Mexico	EWW	Country	VWO	-0.73%	-23.2%	2.84%	3.2%	-3.7%	-2.4%	-8.5%	-5.1%	-0.2%	-6.2%	1.3%	-16.5%	8.3%	8.0%	2.7%	4.2%	41.4%	5.0%	23.1%	-1.5%	16.3%	-12.4%	17.3%	-8.6%	-12.0%	-10.3%	0.9%	34.9%	-10.4%	29.5%
International Developed	Singapore	EWS	Country	VEA	-1.08%	25.2%	1.14%	0.5%	3.4%	5.0%	15.9%	15.4%	3.3%	4.0%	7.4%	34.5%	10.8%	7.6%	7.4%	9.2%	10.1%	-7.4%	12.3%	-5.5%	21.1%	-6.9%	41.0%	5.8%	-13.9%	7.6%	5.8%	40.4%	-13.4%	31.6%
Emerging Markets	Chile	ECH	Country	VWO	-0.43%	-6.8%	1.14%	0.3%	-1.2%	-4.9%	-1.4%	5.5%	0.6%	2.5%	2.3%	-1.5%	12.1%	3.3%	1.4%	0.5%	13.3%	33.9%	-15.2%	-4.4%	-15.7%	-16.9%	44.9%	22.4%	-16.5%	-13.0%	-22.6%	13.8%	-25.0%	48.6%
Emerging Markets	Colombia	GXG	Country	VWO	-0.78%	5.7%	0.54%	1.4%	2.5%	3.5%	-2.8%	-4.6%	0.4%	-4.0%	-1.1%	17.3%	4.4%	1.2%	-0.5%	1.1%	27.5%	-12.1%	-9.1%	-10.8%	35.4%	-16.9%	14.5%	26.5%	-39.9%	-23.8%	-10.2%	31.1%	-13.7%	54.0%
U.S. Bonds	Short-Term Treasury Bonds	SCHO	Bond	BND	0.13%	10.7%	0.21%	0.6%	0.5%	0.5%	3.5%	5.1%	1.8%	1.7%	1.6%	12.4%	7.3%	5.7%	5.0%	0.0%	12.9%	-1.1%	0.2%	6.0%	8.8%	5.8%	2.9%	2.4%	1.9%	1.6%	1.1%	0.8%	2.5%	10.4%
U.S. Bonds	National Muni Bonds	TFI	Bond	BND	0.15%	2.2%	0.66%	1.7%	2.8%	2.6%	2.7%	3.1%	1.4%	0.5%	1.2%	4.4%	-0.1%	2.0%	4.1%	5.6%	6.4%	-8.5%	2.1%	8.3%	9.9%	3.1%	8.1%	2.6%	6.4%	13.1%	0.1%	8.4%	19.5%	5.4%
U.S. Bonds	California Muni Bonds	CMF	Bond	BND	0.05%	3.0%	0.59%	1.5%	2.4%	2.6%	2.5%	3.1%	1.4%	0.3%	1.4%	5.0%	0.9%	2.3%	4.0%	6.1%	6.5%	-6.8%	2.4%	6.6%	9.3%	3.4%	7.1%	2.3%	6.1%	15.3%	1.0%	11.0%	22.7%	2.6%
Emerging Markets	Turkey	TUR	Country	VWO	0.74%	18.6%	3.67%	7.1%	11.6%	12.9%	-9.5%	-13.4%	-0.6%	-11.3%	-1.8%	8.4%	33.8%	13.0%	1.8%	3.4%	-5.5%	112.8%	-24.7%	-0.1%	19.3%	-39.1%	42.3%	-5.9%	-29.3%	18.1%	-25.5%	70.1%	-34.7%	29.5%
Alternatives	Commodities	DBC	Alternatives	VT	-0.77%	-0.6%	-1.04%	-2.8%	-4.1%	-3.3%	-3.0%	-4.1%	-2.8%	-2.1%	0.7%	-1.9%	6.1%	9.0%	2.0%	0.1%	-6.1%	20.1%	41.3%	-7.9%	13.6%	-10.5%	4.9%	18.6%	-27.6%	-28.1%	-7.6%	3.5%	-2.6%	11.9%
U.S. Stocks	Energy	VDE	Sector	VTI	-1.80%	11.7%	-4.62%	-6.0%	-2.0%	2.2%	-1.2%	-3.2%	2.4%	-2.5%	-3.1%	13.6%	26.0%	19.5%	8.3%	9.2%	1.8%	70.0%	63.7%	-29.1%	13.7%	-17.3%	1.4%	33.5%	-20.1%	-11.7%	28.8%	6.1%	5.2%	23.3%
Broad	U.S. Bonds	BND	Risk Exposure	VT	0.27%	3.9%	0.75%	2.2%	1.7%	1.5%	2.1%	5.5%	2.7%	1.1%	1.6%	6.5%	-0.5%	1.9%	4.3%	5.6%	6.9%	-10.9%	0.3%	10.5%	12.2%	3.7%	7.6%	5.6%	3.8%	9.6%	1.4%	6.1%	13.4%	12.2%
International Developed	Germany	EWG	Country	VEA	-0.15%	15.2%	3.47%	6.8%	2.2%	1.6%	7.3%	10.5%	1.6%	4.9%	3.7%	19.3%	7.1%	8.0%	6.6%	7.8%	26.8%	-19.8%	8.8%	13.4%	22.8%	-19.2%	30.7%	6.7%	-0.7%	-9.7%	33.8%	37.5%	-14.8%	10.3%
International Developed	Hong Kong	EWH	Country	VEA	0.06%	1.7%	-0.86%	0.3%	-6.2%	-3.4%	13.4%	22.0%	-0.3%	6.1%	15.3%	11.0%	-5.0%	-0.7%	3.9%	7.0%	-12.4%	-4.1%	-0.9%	7.4%	14.1%	-5.8%	43.9%	5.2%	1.8%	8.1%	14.3%	34.8%	-13.2%	29.1%
Emerging Markets	Peru	EPU	Country	VWO	-1.17%	27.8%	0.57%	-1.7%	-3.2%	-4.1%	4.3%	7.3%	2.2%	-1.1%	6.2%	46.6%	25.5%	11.7%	8.4%	7.5%	28.3%	7.9%	-8.7%	-1.9%	10.8%	-10.7%	35.6%	65.8%	-34.6%	-1.6%	-23.8%	29.8%	-18.9%	63.0%
Emerging Markets	India	INDY	Country	VWO	-0.09%	9.1%	1.40%	4.4%	0.9%	-0.1%	-2.2%	4.9%	2.3%	0.6%	2.0%	12.7%	10.4%	11.9%	8.3%	7.4%	17.1%	-3.9%	28.4%	10.2%	10.7%	-3.7%	36.6%	1.6%	-8.0%	28.6%	-4.0%	27.3%	-36.3%	25.0%
U.S. Stocks	Information Technology	VGT	Sector	VTI	0.52%	33.9%	3.58%	4.1%	3.0%	7.6%	13.7%	1.9%	-1.5%	1.1%	2.4%	40.4%	15.3%	24.5%	22.1%	20.4%	53.2%	-29.1%	31.4%	47.6%	50.5%	3.7%	38.7%	15.5%	6.6%	16.7%	32.5%	15.5%	1.4%	13.4%
International Developed	Israel	EIS	Country	VEA	0.69%	32.8%	3.11%	5.5%	9.0%	13.6%	23.3%	11.2%	2.4%	8.0%	0.7%	40.3%	4.0%	8.6%	8.0%	6.5%	6.5%	-25.9%	24.2%	12.2%	23.6%	-4.0%	15.2%	-2.1%	10.8%	0.3%	21.6%	12.3%	-30.3%	20.6%
U.S. Stocks	U.S. Growth Stocks	IWF	Style	VTI	0.75%	36.7%	3.61%	4.8%	3.9%	8.3%	17.5%	3.1%	-1.7%	2.0%	2.9%	42.5%	13.4%	21.0%	17.9%	18.0%	42.9%	-28.7%	28.2%	39.5%	37.4%	-0.4%	31.7%	8.7%	7.1%	14.5%	35.3%	17.4%	4.0%	18.5%
International Developed	Italy	EWI	Country	VEA	0.37%	14.0%	3.91%	5.0%	1.0%	-1.7%	4.7%	8.7%	3.6%	4.6%	0.3%	18.8%	13.7%	11.8%	9.3%	6.3%	33.9%	-10.0%	17.7%	3.8%	33.0%	-13.2%	32.5%	-4.2%	5.9%	-8.4%	23.5%	20.0%	-20.1%	-11.4%
U.S. Stocks	Consumer Discretionary	VCR	Sector	VTI	1.87%	29.5%	4.16%	8.0%	9.1%	16.0%	25.2%	9.3%	3.2%	-0.5%	6.5%	36.9%	7.0%	19.1%	15.6%	18.2%	41.1%	-34.6%	26.0%	51.6%	29.1%	-1.0%	24.5%	8.6%	7.8%	8.2%	45.1%	26.7%	5.3%	32.0%
International Developed	Japan	EWJ	Country	VEA	0.08%	11.7%	1.99%	5.4%	1.6%	5.8%	5.2%	4.8%	4.0%	1.4%	-0.6%	17.1%	4.8%	6.6%	7.5%	7.3%	21.2%	-16.7%	3.3%	16.8%	22.0%	-12.6%	26.1%	5.0%	10.7%	-4.9%	27.6%	11.8%	-12.7%	15.5%
International Developed	South Africa	EZA	Country	VEA	-0.27%	17.5%	1.90%	0.5%	-4.4%	-3.6%	6.2%	16.3%	5.1%	3.2%	7.3%	25.3%	7.4%	10.3%	5.8%	7.7%	3.3%	-1.5%	10.2%	1.1%	26.2%	-21.6%	39.3%	23.5%	-23.2%	6.2%	-3.8%	27.2%	-11.6%	42.9%
Emerging Markets	Taiwan	EWT	Country	VWO	-0.47%	19.2%	3.20%	2.1%	-3.2%	-1.4%	6.0%	-0.6%	-1.9%	1.2%	0.1%	23.6%	10.2%	19.3%	15.4%	14.0%	24.5%	-16.1%	33.1%	34.5%	37.5%	-6.3%	31.6%	21.4%	-9.2%	9.9%	10.9%	22.2%	-16.9%	26.5%
U.S. Stocks	Financials	XLF	Sector	VTI	-0.02%	35.6%	-1.83%	0.5%	3.4%	6.9%	17.3%	10.7%	6.4%	4.6%	-0.6%	42.5%	13.2%	15.0%	13.9%	14.2%	13.1%	-8.7%	37.3%	1.0%	34.8%	-11.3%	24.3%	25.2%	0.5%	17.3%	38.2%	31.4%	-15.5%	13.4%
U.S. Stocks	Real Estate	VNQ	Sector	VTI	-0.15%	11.4%	-2.60%	0.1%	1.2%	-1.1%	6.6%	17.3%	7.9%	5.2%	3.3%	18.9%	2.3%	7.6%	10.4%	14.8%	14.2%	-23.4%	44.9%	-0.2%	34.2%	-0.9%	10.6%	15.6%	8.1%	37.7%	8.8%	24.4%	15.1%	36.4%
U.S. Bonds	Intermediate Treasury Bonds	SCHR	Bond	BND	0.28%	8.8%	0.71%	1.8%	1.4%	0.9%	2.8%	6.4%	2.9%	1.9%	1.5%	11.4%	4.0%	4.7%	5.7%	0.0%	11.5%	-6.8%	-0.5%	11.6%	11.9%	6.5%	5.5%	3.7%	5.4%	8.2%	-0.1%	4.7%	15.0%	12.3%
U.S. Stocks	U.S. Value Stocks	IWD	Style	VTI	-0.34%	20.2%	-1.94%	-0.1%	0.8%	2.8%	7.4%	9.4%	5.1%	2.7%	1.3%	26.5%	10.5%	12.2%	11.3%	13.7%	12.4%	-5.7%	27.2%	5.5%	29.7%	-5.9%	16.3%	20.6%	-1.2%	16.1%	35.6%	21.1%	3.2%	18.9%
International Developed	Australia	EWA	Country	VEA	-1.49%	7.6%	-2.76%	-2.1%	-2.9%	-1.1%	2.7%	11.0%	2.4%	3.4%	4.8%	19.7%	10.8%	10.7%	11.0%	11.6%	16.0%	-0.9%	15.0%	11.2%	28.3%	-5.7%	27.2%	17.3%	-3.2%	2.1%	9.7%	35.9%	-4.2%	22.7%
U.S. Stocks	U.S. Large Stocks	SPY	Size	VTI	0.19%	29.1%	0.87%	2.4%	2.1%	4.9%	10.7%	5.8%	1.2%	2.3%	2.1%	34.9%	12.9%	17.5%	15.3%	16.4%	27.1%	-16.8%	30.5%	20.7%	33.9%	-2.6%	24.3%	14.7%	3.7%	16.1%	35.6%	19.1%	4.6%	17.9%
International Developed	All Developed Countries	VEA	Regional	VEA	-0.14%	7.8%	0.85%	2.9%	-0.4%	0.1%	-0.1%	7.2%	3.0%	2.9%	1.1%	14.0%	5.9%	8.9%	8.6%	9.4%	19.5%	-12.8%	15.5%	12.6%	27.1%	-11.7%	30.9%	6.6%	3.1%	-1.8%	26.7%	23.6%	-7.9%	12.3%
International Developed	Austria	EWO	Country	VEA	0.05%	3.8%	1.80%	2.8%	-1.1%	-0.7%	-4.9%	4.5%	3.4%	3.1%	-2.0%	9.5%	3.9%	7.5%	9.0%	6.4%	24.2%	-18.2%	35.1%	-2.6%	21.4%	-19.7%	56.7%	10.8%	6.5%	-17.7%	14.9%	35.2%	-31.2%	18.0%
International Developed	Belgium	EWK	Country	VEA	-0.05%	3.6%	-0.05%	1.9%	-3.5%	-5.0%	-1.8%	13.3%	6.0%	3.3%	3.5%	6.8%	2.7%	4.6%	6.5%	8.6%	9.5%	-11.7%	17.2%	2.0%	30.2%	-18.2%	28.1%	0.7%	16.7%	2.9%	33.0%	41.5%	-9.5%	8.2%
Emerging Markets	Greece	GREK	Country	VWO	-0.42%	10.5%	4.94%	4.4%	1.6%	2.6%	-3.2%	8.6%	8.0%	-2.5%	3.1%	14.4%	20.8%	12.2%	1.8%	0.0%	43.6%	6.6%	8.6%	-11.3%	53.8%	-29.3%	37.9%	2.2%	-38.7%	-39.3%	25.1%	29.4%	-4.5%	0.0%
Broad	All Global Stocks	VT	Risk Exposure	BND	0.12%	21.1%	0.92%	2.5%	1.1%	3.5%	7.5%	6.7%	2.0%	2.3%	2.2%	27.3%	9.6%	13.5%	11.9%	12.3%	23.2%	-16.2%	20.6%	19.1%	30.3%	-7.4%	27.6%	11.7%	0.9%	6.7%	26.5%	20.6%	-4.6%	15.9%
Emerging Markets	Poland	EPOL	Country	VWO	-0.26%	3.8%	4.49%	7.4%	-1.0%	2.8%	-3.3%	-1.2%	-2.7%	3.0%	-1.4%	7.7%	7.9%	6.4%	2.7%	0.0%	50.8%	-22.6%	13.8%	-6.9%	-3.6%	-12.5%	55.8%	5.0%	-21.2%	-13.2%	8.2%	47.8%	-27.3%	39.7%
U.S. Stocks	Materials	VAW	Sector	VTI	-0.37%	10.0%	-2.81%	-1.4%	-2.9%	-1.2%	1.7%	10.2%	5.8%	1.3%	2.9%	16.4%	6.8%	13.3%	10.3%	11.9%	14.6%	-10.0%	29.5%	22.0%	26.3%	-15.9%	26.2%	24.0%	-7.7%	4.0%	27.7%	20.0%	-7.2%	27.9%
U.S. Stocks	U.S. Mid Size Stocks	VO	Size	VTI	0.17%	23.2%	-0.42%	1.5%	3.2%	6.5%	12.9%	9.4%	4.0%	2.5%	2.6%	31.1%	7.8%	13.4%	12.0%	14.5%	16.9%	-17.4%	26.2%	20.2%	33.2%	-7.6%	21.2%	13.1%	0.3%	15.4%	36.9%	18.1%	-0.5%	27.5%
U.S. Stocks	Utilities	VPU	Sector	VTI	-1.14%	28.7%	-3.83%	-2.5%	2.7%	-1.8%	9.8%	18.6%	6.8%	4.5%	6.2%	31.3%	10.8%	10.2%	12.4%	14.8%	-5.9%	4.2%	21.1%	2.9%	29.1%	8.4%	16.8%	22.3%	-0.3%	30.1%	21.0%	7.6%	25.7%	13.7%
U.S. Stocks	Consumer Staples	VDC	Sector	VTI	-0.37%	18.5%	-0.58%	2.1%	4.3%	2.9%	7.9%	8.3%	2.1%	4.9%	1.1%	22.3%	10.4%	11.8%	11.5%	14.3%	3.6%	0.7%	20.5%	14.1%	29.7%	-5.0%	15.3%	9.3%	9.3%	18.8%	31.7%	15.2%	17.2%	18.7%
Emerging Markets	Malaysia	EWM	Country	VWO	0.24%	19.5%	1.59%	3.0%	-0.7%	-1.6%	5.5%	20.4%	5.5%	9.4%	4.4%	22.3%	7.3%	4.7%	7.6%	9.8%	-1.9%	-3.1%	-1.0%	5.6%	1.9%	-2.1%	33.2%	3.3%	21.7%	-5.0%	14.5%	18.7%	6.5%	47.0%
International Developed	France	EWQ	Country	VEA	1.42%	-2.8%	2.67%	3.8%	-2.4%	-3.2%	-0.6%	6.9%	1.9%	3.6%	1.3%	2.0%	6.2%	8.6%	9.2%	8.3%	24.5%	-9.0%	26.5%	4.2%	30.5%	-10.4%	32.2%	8.6%	2.8%	-7.4%	28.7%	29.7%	-14.5%	1.7%
U.S. Stocks	Healthcare	VHT	Sector	VTI	-0.34%	7.6%	-1.94%	0.6%	-3.1%	-2.6%	-3.3%	6.5%	3.3%	4.9%	-1.6%	12.7%	4.9%	10.0%	10.4%	14.6%	3.2%	-4.3%	22.1%	19.9%	24.5%	7.1%	25.1%	-1.7%	8.6%	24.2%	44.5%	21.3%	12.9%	7.8%
U.S. Stocks	Industrials	VIS	Sector	VTI	-0.31%	25.0%	-2.36%	-0.1%	0.2%	4.7%	10.3%	10.9%	5.6%	1.8%	3.2%	33.3%	14.2%	15.5%	13.1%	15.3%	23.3%	-7.1%	22.3%	14.3%	32.6%	-12.4%	23.8%	23.0%	-1.3%	6.8%	43.7%	20.0%	0.0%	29.3%
Broad	U.S. Stocks	VTI	Regional	VEU	0.28%	28.8%	0.86%	2.5%	2.4%	5.8%	11.3%	6.2%	1.9%	2.1%	2.0%	35.2%	12.1%	17.0%	14.8%	16.2%	27.0%	-18.2%	27.4%	23.3%	33.4%	-3.2%	23.7%	15.4%	2.7%	15.0%	36.6%	19.5%	3.5%	20.3%
Emerging Markets	Indonesia	IDX	Country	VWO	1.15%	-2.2%	4.50%	4.2%	1.3%	-6.0%	2.0%	14.7%	3.5%	9.6%	1.1%	0.5%	-1.3%	-1.9%	0.1%	2.5%	2.0%	-6.1%	-1.5%	-5.9%	8.5%	-8.3%	21.8%	18.2%	-20.1%	19.5%	-19.9%	4.7%	1.3%	43.6%
International Developed	Switzerland	EWL	Country	VEA	0.15%	2.1%	0.12%	2.3%	-2.4%	-5.0%	-4.3%	8.1%	4.6%	4.8%	-1.4%	7.9%	2.6%	8.2%	8.4%	10.1%	20.3%	-17.2%	22.5%	13.8%	34.5%	-6.7%	26.3%	0.5%	3.1%	1.0%	29.0%	26.2%	-5.4%	16.8%
Emerging Markets	Russia	RSX	Country	VWO	0.00%	0.0%	0.00%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%	-32.8%	-20.5%	-11.6%	-12.3%	0.0%	-78.8%	16.9%	0.0%	40.8%	-7.1%	4.2%	47.2%	3.7%	-47.2%	-1.0%	12.2%	-29.7%	21.6%
International Developed	United Kingdom	EWU	Country	VEA	-0.64%	10.8%	0.28%	2.7%	-0.1%	-1.4%	-1.0%	7.2%	4.0%	3.5%	-0.3%	15.7%	10.9%	9.0%	7.6%	9.3%	14.6%	-1.1%	23.9%	-9.2%	27.3%	-9.6%	27.9%	3.8%	-2.2%	1.5%	24.3%	22.2%	1.1%	15.2%
U.S. Stocks	Pharmaceuticals	IHE	Industry	VHT	0.23%	13.1%	-0.40%	1.3%	-0.8%	-1.7%	1.5%	7.0%	2.9%	6.7%	-2.6%	18.5%	9.5%	12.7%	9.1%	15.9%	5.6%	1.2%	18.9%	18.9%	21.2%	-4.2%	15.7%	-9.0%	15.9%	35.9%	46.6%	21.3%	26.7%	18.9%
Alternatives	Gold	IAU	Alternatives	VT	0.02%	27.3%	-1.13%	-1.5%	-2.7%	-3.9%	7.3%	13.1%	5.4%	2.1%	5.1%	30.0%	13.6%	12.0%	8.0%	5.3%	12.8%	-0.7%	-4.0%	25.1%	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	-1.07%	30.0%	1.16%	0.7%	-3.0%	-7.9%	7.0%	6.9%	-0.6%	-0.2%	7.8%	27.9%	10.8%	12.5%	6.3%	3.2%	-1.0%	2.6%	-12.3%	47.6%	15.1%	-9.0%	5.9%	15.0%	-12.1%	-19.7%	-36.1%	9.2%	-10.4%	82.1%
International Developed	Europe, Australasia and Far East	EFA	Regional	VEA	-0.01%	8.2%	1.41%	3.7%	-0.2%	-0.1%	-0.4%	6.8%	2.6%	3.3%	0.8%	14.1%	6.8%	8.8%	8.3%	9.0%	20.6%	-12.1%	15.4%	10.4%	26.5%	-10.7%	29.1%	5.2%	2.2%	-2.0%	26.1%	24.4%	-8.4%	12.4%
International Developed	EAFE Growth	EFG	Regional	EFA	0.34%	7.6%	2.17%	5.0%	0.8%	0.6%	-0.1%	5.2%	1.0%	4.0%	0.2%	14.2%	1.4%	6.7%	7.4%	8.1%	18.7%	-22.1%	12.8%	19.1%	29.9%	-11.3%	31.3%	-0.8%	5.7%	-3.5%	24.5%	22.0%	-10.5%	15.9%
Emerging Markets	Thailand	THD	Country	VWO	-0.22%	3.3%	1.92%	2.3%	-2.2%	-2.6%	13.2%	27.7%	5.2%	7.8%	12.6%	8.9%	0.8%	-0.7%	2.8%	8.8%	-11.1%	3.9%	5.2%	-7.5%	11.2%	-5.6%	35.3%	30.5%	-19.2%	19.0%	-11.7%	44.3%	-0.4%	63.4%
International Developed	Canada	EWC	Country	VEA	-0.92%	18.0%	-0.86%	-0.1%	1.7%	3.5%	10.2%	12.0%	4.9%	4.0%	2.5%	24.9%	8.9%	12.2%	8.5%	8.1%	15.9%	-11.0%	29.5%	8.1%	30.7%	-14.9%	18.5%	26.4%	-22.0%	3.7%	8.6%	12.1%	-10.1%	22.5%
International Developed	EAFE Value	EFV	Regional	EFA	-0.22%	8.8%	0.62%	2.2%	-1.0%	-0.6%	-0.2%	8.5%	4.1%	3.0%	1.2%	14.2%	12.0%	10.0%	8.4%	9.3%	22.2%	-1.1%	16.0%	-0.1%	22.3%	-10.3%	27.0%	9.8%	-1.7%	-0.9%	28.3%	26.5%	-6.7%	10.7%
U.S. Bonds	Intermediate Core Bond	SCHZ	Bond	BND	0.17%	10.0%	0.66%	2.2%	1.6%	1.5%	4.0%	7.4%	3.0%	2.1%	2.1%	13.5%	4.4%	6.0%	7.7%	0.0%	13.2%	-8.4%	3.0%	13.5%	16.0%	6.9%	9.8%	7.9%	5.9%	12.1%	3.3%	9.2%	6.5%	0.0%
U.S. Stocks	U.S. Small Cap Growth	SLYG	Size	SLY	-0.22%	18.2%	-2.02%	0.6%	0.6%	7.4%	4.0%	8.8%	10.1%	-1.9%	0.7%	29.5%	5.5%	11.4%	13.1%	15.2%	18.0%	-20.3%	23.1%	20.7%	22.4%	-3.2%	20.5%	23.9%	9.1%	9.6%	43.9%	16.2%	4.6%	30.8%
U.S. Stocks	U.S. Small Cap Value	SLYV	Size	SLY	0.11%	14.0%	-1.07%	2.1%	1.0%	9.1%	7.0%	11.5%	12.0%	-1.4%	0.9%	25.5%	7.6%	11.6%	12.8%	15.1%	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%	28.6%
U.S. Stocks	U.S. Mid-Cap Stocks	VO	Size	VTI	0.17%	23.2%	-0.42%	1.5%	3.2%	6.5%	12.9%	9.4%	4.0%	2.5%	2.6%	31.1%	7.8%	13.4%	12.0%	14.5%	16.9%	-17.4%	26.2%	20.2%	33.2%	-7.6%	21.2%	13.1%	0.3%	15.4%	36.9%	18.1%	-0.5%	27.5%
U.S. Stocks	U.S. Mid-Cap Value	IWS	Style	VO	-0.31%	19.7%	-1.75%	0.2%	1.4%	4.3%	8.1%	10.0%	6.0%	1.9%	1.9%	27.7%	8.8%	12.1%	10.7%	14.0%	13.5%	-10.6%	30.1%	7.5%	29.6%	-10.3%	15.8%	22.9%	-2.7%	17.0%	36.3%	21.6%	1.1%	28.1%
U.S. Bonds	Ginnie Mae MBS	GNMA	Bond	BND	0.66%	3.7%	1.02%	2.5%	1.8%	1.7%	2.6%	5.4%	2.5%	2.1%	0.8%	6.5%	0.1%	1.0%	2.6%	0.0%	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	-0.52%	6.9%	-0.30%	1.3%	0.6%	-0.8%	2.1%	13.0%	5.9%	4.9%	1.7%	10.9%	6.4%	6.6%	7.8%	9.2%	17.3%	-8.8%	15.4%	-0.4%	26.8%	-5.8%	25.1%	22.5%	-10.1%	1.0%	18.5%	23.4%	-1.0%	17.8%
U.S. Stocks	U.S. Dividend Stocks	SCHD	Regional	VTI	-0.45%	24.4%	-2.40%	-0.5%	-0.3%	1.7%	6.6%	10.7%	6.2%	2.4%	1.8%	35.2%	19.7%	25.7%	24.5%	0.0%	17.2%	8.2%	43.5%	31.2%	42.4%	4.8%	34.6%	30.8%	12.3%	24.8%	49.0%	26.1%	7.5%	0.0%
U.S. Stocks	U.S. Aerospace & Defense	ITA	Industry	VIS	-0.44%	20.8%	-2.22%	-0.5%	1.2%	1.8%	6.4%	13.5%	8.4%	3.2%	1.5%	27.1%	17.6%	8.3%	12.6%	15.5%	15.5%	11.1%	10.3%	-12.4%	32.7%	-6.3%	36.8%	21.8%	5.3%	11.5%	59.3%	16.6%	6.5%	17.9%
U.S. Stocks	U.S. Agribusiness	MOO	Industry	VTI	-0.75%	-7.2%	-1.96%	-0.7%	-1.7%	-2.0%	-1.8%	7.7%	2.6%	2.2%	2.7%	-0.5%	-5.0%	4.4%	6.6%	6.8%	-8.5%	-6.1%	25.5%	15.9%	24.0%	-4.3%	23.7%	15.5%	-5.9%	3.1%	7.8%	16.5%	-10.6%	24.1%
International Developed	South Korea	EWY	Country	VEA	-1.01%	-16.1%	-4.30%	-5.3%	-9.5%	-10.3%	-15.9%	-3.2%	0.7%	-1.6%	-2.4%	-8.4%	-8.5%	2.2%	3.2%	4.0%	19.1%	-25.7%	-5.6%	40.6%	10.4%	-19.2%	49.7%	9.9%	-5.6%	-12.3%	5.3%	22.8%	-12.2%	30.9%
International Developed	Spain	EWP	Country	VEA	-0.65%	11.8%	2.90%	3.4%	0.7%	-1.5%	7.0%	13.0%	3.9%	4.5%	4.1%	13.3%	16.0%	9.7%	5.8%	6.7%	32.0%	-2.3%	3.6%	-1.1%	16.7%	-11.9%	31.1%	3.9%	-11.7%	-0.8%	38.3%	13.8%	2.9%	-10.5%
U.S. Stocks	Telecommunications	VOX	Sector	VTI	1.28%	38.1%	3.62%	5.3%	3.8%	10.8%	18.6%	5.6%	-1.3%	2.0%	4.9%	47.0%	8.8%	13.8%	10.3%	12.7%	45.6%	-38.4%	14.9%	30.3%	29.3%	-14.6%	-1.6%	26.7%	7.0%	1.3%	30.1%	21.6%	2.0%	24.1%
U.S. Bonds	Long-Term Treasury Bonds	EDV	Bond	BND	0.00%	-2.2%	1.20%	7.1%	5.4%	3.8%	1.6%	12.1%	6.3%	2.8%	2.5%	4.5%	-15.5%	-4.8%	2.8%	10.4%	3.3%	-37.4%	-4.2%	30.9%	23.5%	0.0%	18.1%	8.1%	0.4%	47.9%	-14.5%	14.0%	71.0%	18.5%
U.S. Stocks	U.S. Retail	XRT	Industry	VT	1.30%	16.6%	0.97%	6.0%	5.0%	10.4%	6.7%	3.8%	4.7%	-2.8%	2.0%	28.4%	0.4%	17.2%	9.3%	14.1%	22.5%	-30.2%	45.0%	44.2%	16.1%	-6.7%	6.1%	4.9%	-7.6%	10.9%	43.3%	23.1%	11.0%	39.1%
U.S. Stocks	Airlines	JETS	Industry	VIS	-0.86%	34.0%	3.95%	6.5%	5.7%	14.1%	33.8%	5.4%	-3.1%	-1.9%	10.8%	43.5%	8.7%	-3.3%	0.0%	0.0%	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	-1.10%	10.0%	-2.59%	-0.5%	1.6%	-0.6%	2.5%	8.1%	3.3%	4.3%	0.4%	15.2%	12.6%	18.7%	16.9%	19.9%	5.6%	10.9%	23.5%	40.8%	38.5%	-6.1%	24.0%	14.6%	14.2%	19.6%	40.2%	22.0%	18.0%	30.4%
U.S. Stocks	Clean Energy	ICLN	Industry	VDE	-0.41%	-21.8%	-2.34%	0.7%	-4.5%	-7.8%	-14.5%	10.3%	6.2%	1.0%	2.8%	-14.7%	-16.5%	3.6%	5.8%	0.6%	-19.9%	-4.7%	-23.4%	142.8%	46.8%	-6.6%	25.0%	-13.4%	6.6%	-1.5%	53.2%	-8.6%	-41.1%	-25.5%
U.S. Stocks	Oil Services	OIH	Industry	VDE	-3.80%	-8.2%	-6.33%	-6.5%	-5.8%	3.3%	-15.8%	-10.3%	6.7%	-11.5%	-5.0%	-5.7%	18.5%	6.3%	-5.9%	-3.4%	3.2%	68.0%	22.5%	-40.4%	-1.3%	-43.8%	-17.2%	29.8%	-22.5%	-21.5%	27.6%	3.3%	-15.8%	22.9%
Alternatives	Oil	USO	Alternatives	DBC	-1.74%	5.4%	-1.96%	-4.1%	-6.0%	-4.0%	-9.9%	-12.2%	-2.2%	-4.4%	-6.0%	3.9%	13.4%	-6.3%	-9.9%	-9.3%	-5.5%	29.0%	64.3%	-67.4%	32.6%	-19.9%	2.5%	6.7%	-46.0%	-42.3%	5.8%	-12.4%	-2.2%	-0.8%
International Developed	EAFE Small-Cap	SCZ	Regional	EFA	-0.02%	5.6%	0.71%	3.8%	0.0%	1.0%	-0.5%	9.8%	5.1%	1.9%	2.6%	13.3%	1.1%	5.9%	8.5%	10.0%	14.9%	-19.7%	13.6%	13.9%	29.8%	-15.3%	36.7%	6.1%	11.9%	-3.1%	33.2%	27.0%	-11.6%	26.7%
Emerging Markets	Argentina	ARGT	Country	VWO	0.18%	64.4%	0.66%	3.2%	12.8%	15.0%	46.9%	16.7%	0.8%	13.9%	1.7%	69.2%	47.6%	32.0%	17.6%	0.0%	54.7%	15.1%	4.9%	14.9%	15.7%	-31.7%	54.6%	28.5%	-1.9%	-3.2%	15.8%	-17.0%	-26.7%	0.0%
U.S. Stocks	Banks	KBE	Industry	XLF	0.28%	34.8%	-1.71%	0.8%	2.7%	11.1%	13.4%	14.7%	16.3%	-0.2%	-1.2%	48.9%	9.4%	11.2%	10.9%	11.5%	7.0%	-12.3%	36.7%	-5.5%	33.4%	-17.9%	12.3%	33.5%	4.6%	4.7%	44.1%	26.0%	-20.2%	23.9%
U.S. Stocks	U.S. Stocks ex-Technology	SPXT	Style	VTI	0.29%	24.9%	-0.18%	2.0%	2.3%	5.1%	10.5%	7.9%	2.8%	2.9%	2.0%	30.9%	10.4%	13.8%	0.0%	0.0%	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			-1.61%	-4.8%	-0.63%	-1.9%	-0.4%	-1.9%	-8.9%	-16.5%	-4.6%	-5.6%	-7.3%	-7.4%	1.0%	3.1%	0.4%	-0.7%	-10.7%	6.7%	55.0%	-20.6%	34.5%	-24.8%	12.5%	45.0%	-30.5%	-45.9%	7.2%	-7.1%	8.1%	15.1%
U.S. Stocks	U.S. Small Size Stocks	VB			0.25%	22.4%	-0.72%	1.9%	2.9%	8.9%	11.1%	9.1%	7.0%	0.0%	1.9%	32.8%	9.1%	13.0%	11.7%	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%	-1.2%	29.9%
U.S. Stocks	Cybersecurity	CIBR		VGT	0.91%	21.8%	3.62%	3.6%	2.6%	7.5%	17.3%	5.0%	-1.0%	6.3%	-0.2%	30.8%	10.4%	18.7%	0.0%	0.0%	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	0.02%	17.3%	-3.91%	0.4%	-0.9%	-2.2%	-1.2%	25.9%	19.3%	0.3%	5.1%	33.2%	16.1%	22.5%	17.9%	18.1%	70.0%	-25.5%	49.9%	27.2%	49.7%	-30.5%	60.3%	2.4%	5.5%	5.1%	17.7%	80.6%	-8.6%	11.1%
Emerging Markets	China	MCHI		VWO	0.88%	17.9%	1.04%	0.5%	-8.6%	-3.9%	15.2%	20.8%	-1.5%	0.7%	21.7%	23.4%	-4.8%	-1.0%	3.1%	0.0%	-8.2%	-21.1%	-20.9%	29.3%	25.9%	-18.5%	57.5%	1.6%	-6.4%	10.1%	5.6%	26.7%	-18.5%	0.0%
Emerging Markets	Asia ex-Japan	AAXJ			-0.19%	13.3%	1.21%	1.3%	-4.5%	-2.7%	3.9%	9.0%	0.4%	1.0%	7.4%	21.2%	0.7%	5.2%	5.8%	6.0%	7.6%	-19.0%	-3.6%	24.9%	20.3%	-13.1%	45.1%	6.8%	-7.9%	5.1%	3.9%	26.5%	-18.2%	18.7%

For analysis only. Not financial advice. See disclosure: Please see methodology and disclosure found on this link: https://app.box.com/s/pezt4j0s976nk38h1jqouy3h4mrwkbxn

Summary View

		Quarter July - September	YTD*	2023
Risk Markets	Global Stocks (VT)	6.7 %	21.1 %	23.2 %
Risk Markets	U.S. Bonds (BND)	5.5 %	3.9 %	6.9 %
Regional Markets	U.S. Stocks (VTI)	6.2 %	28.8 %	27.0 %
	International Markets (VEU)	7.9 %	9.6 %	17.5 %
	Developed Markets (VEA)	7.2 %	7.8 %	19.5 %
	Emerging Markets Stocks (VWO)	9.7 %	13.7 %	10.0 %
Styles	U.S. Value Stocks (IWD)	9.4 %	20.2 %	12.4 %
Styles	U.S. Growth Stocks (IWF)	3.1 %	36.7 %	42.9 %
Alternatives	Gold (IAU)	13.1 %	27.3 %	12.8 %
	Silver (SIVR)	6.9 %	30.0 %	-1.0 %
	Crude Oil (CLUSD)	-12.2 %	5.4 %	-5.5 %
U.S. Sectors - Best	Utilities (VPU)	18.6 %	28.7 %	-5.9 %
U.S. Sectors - Best	Real Estate (VNQ)	17.3 %	11.4 %	14.2 %
U.S. Sectors - Worst	Energy (VDE)	-3.2 %	11.7 %	1.9 %
U.S. Sectors - Worst	Technology (VGT)	1.9 %	33.9 %	53.2 %

Data Last Updated: Friday, December 06, 2024 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.