Market Performance
Data Last Updated: 2026-03-20
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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 October - December |
October | November | December | 1-year | 3-year | 5-year | 10-year | 15-year | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| International Developed | Austria | EWO | Country | VEA | -3.09% | -5.0% | -0.58% | -5.0% | -13.6% | -10.6% | 7.7% | 14.5% | 1.5% | 4.9% | 7.5% | 30.2% | 28.3% | 16.5% | 14.4% | 9.0% | 74.1% | 4.2% | 24.2% | -18.2% | 35.1% | -2.6% | 21.5% | -19.7% | 56.7% | 10.8% | 6.5% | -17.7% | 14.9% | 0.0% | 0.0% |
| International Developed | Belgium | EWK | Country | VEA | -3.29% | -3.8% | -4.09% | -6.9% | -14.6% | -11.7% | -0.8% | 5.3% | 0.6% | 3.9% | 0.8% | 16.9% | 13.3% | 7.1% | 7.9% | 9.8% | 35.3% | 0.2% | 9.5% | -11.7% | 17.2% | 2.0% | 30.2% | -18.2% | 28.1% | 0.7% | 16.7% | 2.9% | 33.0% | 0.0% | 0.0% |
| Emerging Markets | Greece | GREK | Country | VWO | -1.31% | -5.3% | -1.55% | -4.2% | -12.0% | -16.4% | 2.2% | 4.5% | -3.4% | 5.0% | 3.0% | 34.7% | 34.3% | 24.3% | 16.3% | 0.0% | 76.1% | 9.6% | 43.6% | 6.6% | 8.6% | -11.3% | 53.8% | -29.3% | 37.9% | 2.2% | -38.7% | -39.3% | 25.1% | 0.0% | 0.0% |
| U.S. Stocks | U.S. Value Stocks | IWD | Style | IWF | -1.23% | 1.2% | -0.85% | -2.2% | -5.5% | -3.6% | 4.7% | 3.8% | 0.5% | 2.6% | 0.7% | 14.5% | 16.1% | 10.3% | 12.4% | 12.9% | 15.7% | 14.2% | 12.4% | -5.7% | 27.2% | 5.5% | 29.7% | -5.9% | 16.3% | 20.6% | -1.2% | 16.1% | 35.6% | 0.0% | 0.0% |
| International Developed | Israel | EIS | Country | VEA | -2.17% | 9.2% | 1.92% | -4.4% | -2.1% | 1.2% | 18.0% | 10.8% | 2.2% | 1.3% | 7.1% | 56.2% | 33.7% | 15.6% | 12.5% | 8.9% | 45.1% | 34.6% | 6.5% | -25.9% | 24.2% | 12.2% | 23.6% | -4.0% | 15.2% | -2.1% | 10.8% | 0.3% | 21.6% | 0.0% | 0.0% |
| International Developed | All Developed Countries | VEA | Regional | VEU | -2.97% | -0.4% | -2.45% | -4.6% | -10.5% | -5.5% | 4.4% | 6.0% | 1.8% | 1.0% | 3.2% | 21.6% | 17.7% | 9.7% | 11.5% | 10.3% | 35.2% | 3.1% | 19.5% | -12.8% | 15.5% | 12.6% | 27.1% | -11.7% | 30.9% | 6.6% | 3.1% | -1.8% | 26.7% | 0.0% | 0.0% |
| Emerging Markets | Brazil | EWZ | Country | VWO | -3.95% | 10.4% | -1.21% | -3.4% | -11.0% | -5.0% | 12.4% | 6.2% | 0.5% | 7.8% | -2.1% | 37.3% | 18.1% | 14.4% | 12.7% | 3.7% | 48.9% | -30.5% | 36.0% | 27.2% | -8.3% | -18.4% | 32.3% | 1.6% | 26.9% | 69.1% | -39.3% | -11.5% | -13.4% | 0.0% | 0.0% |
| Broad | International Stocks | VEU | Regional | VTI | -2.84% | -0.7% | -2.38% | -4.1% | -10.3% | -5.5% | 2.8% | 4.9% | 1.8% | 0.4% | 2.6% | 19.9% | 17.3% | 8.6% | 11.3% | 9.4% | 32.4% | 5.6% | 17.5% | -12.9% | 11.9% | 13.9% | 26.4% | -11.2% | 31.8% | 8.8% | -1.4% | -0.4% | 18.7% | 0.0% | 0.0% |
| Emerging Markets | Mexico | EWW | Country | VWO | -3.20% | 0.8% | -2.32% | -5.2% | -14.0% | -9.1% | 5.0% | 3.6% | -2.5% | 2.8% | 3.3% | 38.3% | 12.5% | 14.8% | 7.5% | 5.5% | 53.7% | -28.2% | 41.4% | 5.0% | 23.1% | -1.4% | 16.3% | -12.4% | 17.3% | -8.6% | -12.0% | -10.3% | 0.9% | 0.0% | 0.0% |
| International Developed | Singapore | EWS | Country | VEA | -3.12% | -0.5% | 0.85% | 0.4% | -7.0% | -2.7% | -1.4% | -0.5% | 0.4% | -0.2% | -0.7% | 20.1% | 20.7% | 11.2% | 10.5% | 9.3% | 31.3% | 22.1% | 10.1% | -7.4% | 12.3% | -5.5% | 21.1% | -6.9% | 41.0% | 5.8% | -13.9% | 7.6% | 5.8% | 0.0% | 0.0% |
| U.S. Stocks | U.S. Growth Stocks | IWF | Style | IWD | -1.83% | -9.5% | -2.30% | -4.2% | -5.7% | -4.0% | -9.1% | 1.1% | 3.7% | -1.9% | -0.6% | 16.4% | 23.2% | 13.5% | 17.7% | 16.7% | 18.3% | 33.1% | 42.9% | -28.7% | 28.2% | 39.5% | 37.4% | -0.4% | 31.7% | 8.7% | 7.1% | 14.5% | 35.3% | 0.0% | 0.0% |
| U.S. Bonds | Short-Term Treasury Bonds | SCHO | Bond | BND | -0.16% | 0.3% | -0.20% | -0.4% | -0.2% | -0.1% | 0.9% | 1.5% | 0.4% | 0.5% | 0.7% | 4.0% | 8.6% | 5.5% | 5.3% | 4.1% | 5.5% | 10.3% | 13.0% | -1.1% | 0.2% | 6.0% | 8.9% | 5.8% | 2.9% | 2.7% | 1.9% | 1.6% | 1.1% | 0.0% | 0.0% |
| International Developed | South Africa | EZA | Country | VEA | -3.62% | -9.0% | -6.04% | -11.3% | -19.0% | -12.6% | 2.8% | 13.2% | -0.5% | 4.7% | 8.8% | 37.0% | 24.1% | 11.5% | 11.5% | 8.3% | 75.2% | 7.3% | 3.3% | -1.5% | 10.2% | 1.1% | 26.2% | -21.6% | 39.3% | 23.5% | -23.2% | 6.2% | -3.8% | 0.0% | 0.0% |
| Broad | U.S. Bonds | BND | Risk Exposure | BND | -0.80% | -0.3% | -0.52% | -1.4% | -1.6% | -0.8% | 0.0% | 1.2% | 0.6% | 0.6% | 0.0% | 4.0% | 3.8% | 1.5% | 3.9% | 5.0% | 7.1% | 1.4% | 7.0% | -10.9% | 0.3% | 10.5% | 12.2% | 3.6% | 7.7% | 5.6% | 3.7% | 9.6% | 1.4% | 0.0% | 0.0% |
| Emerging Markets | Poland | EPOL | Country | VWO | -2.96% | -2.0% | 0.00% | -2.5% | -8.8% | -7.7% | 5.4% | 13.0% | 4.7% | 1.1% | 6.8% | 26.0% | 39.9% | 18.4% | 10.3% | 5.5% | 77.4% | -2.5% | 50.8% | -22.6% | 13.8% | -6.9% | -3.6% | -12.5% | 55.8% | 5.0% | -21.2% | -13.2% | 8.2% | 0.0% | 0.0% |
| U.S. Stocks | U.S. Mid Size Stocks | VO | Size | VTI | -1.71% | -1.8% | -1.34% | -3.9% | -6.3% | -3.0% | -1.0% | -0.8% | -1.0% | 0.4% | -0.3% | 10.5% | 14.5% | 7.5% | 12.0% | 12.2% | 11.6% | 15.3% | 16.9% | -17.4% | 26.2% | 20.2% | 33.2% | -7.6% | 21.2% | 13.1% | 0.3% | 15.4% | 36.9% | 0.0% | 0.0% |
| U.S. Stocks | Industrials | VIS | Sector | VTI | -1.77% | 4.3% | -1.72% | -4.6% | -9.3% | -4.4% | 5.5% | 1.0% | 1.4% | -1.2% | 0.8% | 24.6% | 21.8% | 13.2% | 14.7% | 14.2% | 18.9% | 17.3% | 23.3% | -7.1% | 22.3% | 14.3% | 32.5% | -12.5% | 23.8% | 23.0% | -1.3% | 8.8% | 43.7% | 0.0% | 0.0% |
| Emerging Markets | Indonesia | IDX | Country | VWO | -2.45% | -20.3% | -4.08% | -8.6% | -18.3% | -15.8% | -19.8% | 4.6% | 1.0% | 4.6% | -1.0% | 8.2% | -5.1% | -5.0% | -1.0% | -0.8% | 13.8% | -9.9% | 2.0% | -6.1% | -1.5% | -5.9% | 8.5% | -8.3% | 21.8% | 18.2% | -20.1% | 19.5% | -19.9% | 0.0% | 0.0% |
| International Developed | Switzerland | EWL | Country | VEA | -2.14% | -6.1% | -4.10% | -7.9% | -12.5% | -9.5% | 1.0% | 8.6% | 0.2% | 4.5% | 3.7% | 7.8% | 12.9% | 8.3% | 10.9% | 10.4% | 33.0% | -2.8% | 20.3% | -17.2% | 22.5% | 13.8% | 34.5% | -6.7% | 26.3% | 0.6% | 3.1% | 1.0% | 29.0% | 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% | -26.1% | -7.3% | -10.0% | 0.0% | 0.0% | 0.0% | -78.8% | 16.9% | 0.0% | 40.8% | -7.1% | 4.2% | 47.2% | 3.7% | -47.2% | -1.0% | 0.0% | 0.0% |
| International Developed | United Kingdom | EWU | Country | VEA | -2.79% | -0.3% | -3.27% | -4.7% | -8.7% | -4.6% | 4.3% | 6.8% | 1.7% | 1.1% | 3.9% | 20.1% | 18.4% | 13.5% | 11.0% | 10.1% | 35.0% | 6.8% | 14.6% | -1.1% | 23.9% | -9.2% | 27.3% | -9.6% | 27.9% | 3.8% | -2.2% | 1.5% | 24.3% | 0.0% | 0.0% |
| U.S. Stocks | Healthcare | VHT | Sector | VTI | -1.06% | -6.5% | -2.76% | -4.7% | -7.2% | -5.9% | -0.8% | 11.5% | 4.2% | 8.9% | -1.7% | 2.3% | 7.0% | 5.6% | 11.1% | 13.7% | 15.5% | 2.7% | 3.2% | -4.3% | 22.1% | 20.0% | 24.5% | 7.1% | 25.1% | -1.7% | 8.6% | 25.6% | 44.5% | 0.0% | 0.0% |
| U.S. Bonds | Ginnie Mae MBS | GNMA | Bond | BND | -0.74% | -0.1% | -0.65% | -1.5% | -1.3% | -0.5% | 0.6% | 1.9% | 0.6% | 0.7% | 0.6% | 5.4% | 4.0% | 1.1% | 2.8% | 0.0% | 8.3% | 1.1% | 6.5% | -9.1% | -1.2% | 5.5% | 8.9% | 3.6% | 4.2% | 2.9% | 1.6% | 7.4% | -1.2% | 0.0% | 0.0% |
| U.S. Stocks | U.S. Dividend Stocks | SCHD | Regional | VTI | -0.65% | 10.8% | -1.33% | -2.4% | -3.9% | -1.9% | 14.9% | 1.5% | -2.0% | 3.1% | 0.4% | 12.7% | 20.0% | 17.4% | 23.5% | 0.0% | 4.3% | 19.0% | 17.2% | 8.2% | 43.5% | 31.2% | 42.4% | 4.8% | 34.6% | 30.8% | 12.3% | 24.8% | 49.0% | 0.0% | 0.0% |
| U.S. Stocks | U.S. Stocks ex-Technology | SPXT | Style | VTI | -1.34% | -3.6% | -2.19% | -4.2% | -6.8% | -6.1% | -0.4% | 3.5% | 0.4% | 2.7% | 0.4% | 11.1% | 16.7% | 10.3% | 12.7% | 0.0% | 15.1% | 19.9% | 17.0% | -12.6% | 28.0% | 12.7% | 29.2% | -5.2% | 19.1% | 13.3% | 7.2% | 0.0% | 0.0% | 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% | 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% |
| Emerging Markets | Vietnam | VNM | Country | VWO | -3.24% | -13.9% | -1.67% | -5.8% | -14.8% | -9.4% | -2.5% | 7.1% | -2.3% | 5.2% | 4.2% | 30.6% | 12.6% | -0.9% | 3.0% | 0.5% | 66.5% | -11.2% | 10.3% | -43.2% | 22.6% | 10.3% | 10.1% | -16.2% | 40.0% | -7.4% | -16.9% | 8.5% | 11.8% | 0.0% | 0.0% |
| International Developed | Europe | VGK | Country | VEA | -2.56% | -4.4% | -2.71% | -5.1% | -11.2% | -7.9% | 0.9% | 5.8% | 0.6% | 1.5% | 3.5% | 12.2% | 16.4% | 10.2% | 11.6% | 10.6% | 35.9% | 1.9% | 22.8% | -13.0% | 20.9% | 9.9% | 29.9% | -11.3% | 31.5% | 4.1% | 1.9% | -1.8% | 30.1% | 0.0% | 0.0% |
| Emerging Markets | Malaysia | EWM | Country | VWO | -1.96% | 5.8% | 1.05% | 1.6% | -4.0% | -0.8% | 12.1% | 7.2% | -0.3% | 2.2% | 5.2% | 28.7% | 15.4% | 7.1% | 6.2% | 8.5% | 15.7% | 19.5% | -1.9% | -3.1% | -1.0% | 5.6% | 1.9% | -2.1% | 33.2% | 3.3% | 21.7% | -5.0% | 14.5% | 0.0% | 0.0% |
| International Developed | France | EWQ | Country | VEA | -3.52% | -7.4% | -2.62% | -5.6% | -12.6% | -8.9% | -4.3% | 2.9% | 0.8% | 0.7% | 1.5% | 2.1% | 9.8% | 8.9% | 10.8% | 9.0% | 28.9% | -5.6% | 24.5% | -9.0% | 26.5% | 4.2% | 30.5% | -10.4% | 32.2% | 8.6% | 2.8% | -7.4% | 28.7% | 0.0% | 0.0% |
| International Developed | South Korea | EWY | Country | VEA | -6.71% | 29.4% | 1.31% | -0.8% | -11.4% | 4.6% | 40.1% | 24.1% | 21.1% | -6.3% | 9.4% | 124.8% | 32.3% | 10.2% | 12.7% | 8.5% | 95.4% | -20.5% | 19.1% | -25.7% | -5.6% | 40.6% | 10.4% | -19.2% | 49.7% | 9.9% | -5.6% | -12.3% | 5.3% | 0.0% | 0.0% |
| International Developed | Spain | EWP | Country | VEA | -3.10% | -4.2% | -1.56% | -2.9% | -9.5% | -6.5% | 3.6% | 10.4% | 1.4% | 3.0% | 5.8% | 36.4% | 30.7% | 18.8% | 12.9% | 10.1% | 78.0% | 5.8% | 32.0% | -2.3% | 3.6% | -1.1% | 16.7% | -11.9% | 31.1% | 3.9% | -11.7% | -0.8% | 38.3% | 0.0% | 0.0% |
| U.S. Stocks | Telecommunications | VOX | Sector | VTI | -1.07% | -5.7% | -1.48% | -4.1% | -4.3% | -4.6% | 0.5% | 3.5% | -0.6% | 2.4% | 1.6% | 22.4% | 27.3% | 8.1% | 10.5% | 11.8% | 26.3% | 33.2% | 45.7% | -38.4% | 14.9% | 30.3% | 29.3% | -14.6% | -1.6% | 26.7% | 7.0% | 4.5% | 30.1% | 0.0% | 0.0% |
| U.S. Stocks | Airlines | JETS | Industry | VIS | -2.43% | -14.2% | 0.16% | -5.0% | -18.3% | -18.3% | -3.8% | 14.8% | -0.1% | 6.8% | 7.6% | 9.2% | 11.5% | -2.6% | 0.4% | 0.0% | 11.7% | 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% |
| U.S. Stocks | U.S. Retail | XRT | Industry | VTI | -1.56% | -7.8% | -1.71% | -5.3% | -11.3% | -9.9% | -1.4% | -0.8% | -6.0% | 4.1% | 1.3% | 14.5% | 10.8% | -0.5% | 8.4% | 11.1% | 8.1% | 11.8% | 22.5% | -30.2% | 45.0% | 44.2% | 16.1% | -6.7% | 6.1% | 4.9% | -7.6% | 10.9% | 43.3% | 0.0% | 0.0% |
| International Developed | Europe, Australasia and Far East | EFA | Regional | VEA | -3.04% | -2.5% | -2.81% | -4.8% | -10.8% | -6.7% | 1.1% | 4.7% | 1.2% | 0.7% | 2.7% | 14.2% | 16.1% | 9.2% | 10.9% | 9.7% | 31.6% | 3.5% | 20.6% | -12.1% | 15.4% | 10.4% | 26.5% | -10.7% | 29.1% | 5.2% | 2.2% | -2.0% | 26.1% | 0.0% | 0.0% |
| U.S. Stocks | Clean Energy | ICLN | Industry | VTI | -3.68% | 10.0% | -1.74% | 3.6% | -4.5% | -0.3% | 3.1% | 7.0% | 11.8% | -1.8% | -2.5% | 55.4% | 1.4% | -3.2% | 10.3% | 4.7% | 47.0% | -25.7% | -19.9% | -4.7% | -23.4% | 142.8% | 46.8% | -6.6% | 25.0% | -13.4% | 6.6% | -1.5% | 53.2% | 0.0% | 0.0% |
| U.S. Stocks | Banks | KBE | Industry | XLF | -0.15% | -4.7% | 0.05% | -2.9% | -11.7% | -12.5% | 1.4% | 2.8% | -4.5% | 4.0% | 3.6% | 10.7% | 21.4% | 5.7% | 11.0% | 10.0% | 12.3% | 23.8% | 7.0% | -12.3% | 36.7% | -5.5% | 33.4% | -17.9% | 12.3% | 33.5% | 4.6% | 4.7% | 44.1% | 0.0% | 0.0% |
| U.S. Stocks | Oil Services | OIH | Industry | VTI | -1.44% | 35.9% | 4.27% | 3.7% | -0.7% | 10.1% | 37.9% | 11.5% | 9.2% | 2.1% | 0.0% | 50.8% | 16.5% | 16.4% | -0.5% | -3.2% | 6.7% | -10.5% | 3.2% | 67.9% | 22.4% | -40.5% | -1.3% | -43.8% | -17.3% | 29.8% | -22.5% | -21.5% | 27.6% | 0.0% | 0.0% |
| Alternatives | Oil | USO | Alternatives | DBC | 3.48% | 75.7% | 1.32% | 11.7% | 50.3% | 58.5% | 70.1% | -6.8% | -1.8% | -2.1% | -3.0% | 67.0% | 27.0% | 23.5% | 3.8% | -6.4% | -9.0% | 13.3% | -5.5% | 29.0% | 64.3% | -67.4% | 32.6% | -19.9% | 2.5% | 6.7% | -46.0% | -42.3% | 5.8% | 0.0% | 0.0% |
| International Developed | Canada | EWC | Country | VEA | -1.65% | -1.3% | -3.31% | -5.6% | -6.9% | -1.7% | 7.2% | 7.6% | 0.4% | 3.9% | 3.3% | 31.7% | 20.9% | 12.5% | 12.6% | 7.8% | 35.9% | 12.4% | 15.9% | -11.0% | 29.5% | 8.1% | 30.7% | -14.9% | 18.5% | 26.4% | -22.0% | 3.7% | 8.6% | 0.0% | 0.0% |
| U.S. Stocks | Pharmaceuticals | IHE | Industry | VTI | -1.28% | -0.4% | -2.35% | -3.6% | -5.9% | -4.3% | 12.3% | 17.7% | 4.7% | 12.4% | 0.1% | 22.3% | 17.5% | 12.5% | 12.2% | 16.1% | 31.7% | 8.1% | 5.6% | 1.2% | 18.9% | 18.9% | 21.2% | -4.2% | 15.7% | -9.0% | 15.9% | 35.9% | 46.6% | 0.0% | 0.0% |
| U.S. Stocks | U.S. Mid-Cap Value | IWS | Style | VO | -1.94% | 1.7% | -0.98% | -2.9% | -6.6% | -3.4% | 4.1% | 1.5% | -1.0% | 2.4% | 0.1% | 14.3% | 14.7% | 8.2% | 11.2% | 12.1% | 10.8% | 12.9% | 13.5% | -10.6% | 30.1% | 7.5% | 29.6% | -10.3% | 15.8% | 22.9% | -2.7% | 17.0% | 36.3% | 0.0% | 0.0% |
| Alternatives | Gold | IAU | Alternatives | SIVR | -3.06% | 4.4% | -10.26% | -12.7% | -11.7% | -6.4% | 12.3% | 11.5% | 3.6% | 5.3% | 2.2% | 47.3% | 31.2% | 20.6% | 13.4% | 7.7% | 63.9% | 26.9% | 12.8% | -0.7% | -4.0% | 25.1% | 18.0% | -1.8% | 12.9% | 8.3% | -10.6% | -2.1% | -28.3% | 0.0% | 0.0% |
| Alternatives | Silver | SIVR | Alternatives | IAU | -6.29% | -4.4% | -15.29% | -19.0% | -19.6% | -7.7% | 40.3% | 52.1% | 3.9% | 16.3% | 25.9% | 100.5% | 44.3% | 20.6% | 15.4% | 4.2% | 145.4% | 21.1% | -1.0% | 2.6% | -12.3% | 47.6% | 15.1% | -9.0% | 5.9% | 15.0% | -12.1% | -19.7% | -36.1% | 0.0% | 0.0% |
| International Developed | EAFE Small-Cap | SCZ | Regional | VEA | -3.09% | -2.1% | -2.45% | -6.1% | -11.0% | -6.9% | 2.4% | 3.0% | -0.7% | 1.7% | 2.0% | 18.9% | 14.5% | 5.2% | 9.7% | 9.9% | 32.1% | 1.6% | 14.9% | -19.7% | 13.6% | 13.9% | 29.8% | -15.3% | 36.7% | 6.1% | 11.9% | -3.1% | 33.2% | 0.0% | 0.0% |
| International Developed | EAFE Growth | EFG | Regional | VEA | -3.12% | -4.7% | -3.48% | -5.6% | -11.6% | -6.8% | -3.5% | 1.6% | 1.6% | -1.4% | 1.5% | 6.3% | 9.7% | 4.1% | 8.4% | 7.8% | 20.7% | 1.6% | 18.7% | -22.1% | 12.8% | 19.1% | 29.9% | -11.3% | 31.3% | -0.8% | 5.7% | -3.5% | 24.5% | 0.0% | 0.0% |
| U.S. Stocks | U.S. Small Cap Value | SLYV | Size | VB | -1.43% | 0.9% | -1.15% | -3.4% | -8.8% | -7.1% | 4.4% | 3.3% | -0.4% | 2.7% | 0.9% | 16.7% | 10.7% | 4.6% | 11.2% | 12.9% | 6.5% | 7.3% | 16.0% | -9.7% | 32.9% | 4.8% | 26.6% | -11.0% | 18.8% | 34.8% | 0.9% | 17.3% | 44.0% | 0.0% | 0.0% |
| U.S. Stocks | U.S. Small Cap Growth | SLYG | Size | VB | -2.38% | -0.1% | -1.26% | -3.4% | -8.0% | -5.0% | 1.1% | 0.0% | -1.4% | 2.5% | -1.0% | 12.4% | 11.5% | 3.1% | 11.1% | 12.4% | 5.2% | 9.4% | 18.0% | -20.3% | 23.1% | 20.7% | 22.4% | -3.2% | 20.5% | 23.9% | 9.1% | 9.6% | 43.9% | 0.0% | 0.0% |
| International Developed | International Dividend Stocks | DWX | Regional | IWD | -2.24% | 0.9% | -1.51% | -3.3% | -7.7% | -4.3% | 4.7% | 4.5% | -0.2% | 2.7% | 2.0% | 20.8% | 15.9% | 9.9% | 11.2% | 9.5% | 31.6% | 2.5% | 17.3% | -8.8% | 15.4% | -0.4% | 26.8% | -5.8% | 25.1% | 22.5% | -10.1% | 1.0% | 18.5% | 0.0% | 0.0% |
| U.S. Stocks | U.S. Biotech | IBB | Industry | VTI | -1.71% | -4.1% | -2.19% | -3.4% | -7.2% | -4.8% | 2.8% | 17.0% | 10.4% | 9.1% | -2.8% | 20.5% | 9.5% | 1.2% | 7.3% | 12.0% | 28.0% | -2.4% | 3.8% | -13.4% | 1.1% | 26.3% | 25.7% | -9.4% | 21.4% | -21.3% | 11.6% | 34.1% | 65.6% | 0.0% | 0.0% |
| U.S. Bonds | National Muni Bonds | TFI | Bond | BND | -0.98% | -0.3% | -1.21% | -1.6% | -1.8% | -1.3% | 0.2% | 1.8% | 1.0% | 0.3% | 0.4% | 3.4% | 2.4% | 0.8% | 3.3% | 5.1% | 3.6% | 0.0% | 6.4% | -8.5% | 2.1% | 8.3% | 9.9% | 3.1% | 8.1% | 2.6% | 6.4% | 13.0% | 0.1% | 0.0% | 0.0% |
| Broad | All Global Stocks | VT | Risk Exposure | BND | -1.85% | -2.9% | -1.83% | -3.5% | -7.4% | -4.5% | -0.6% | 3.2% | 2.0% | 0.2% | 0.9% | 17.6% | 18.8% | 10.4% | 13.4% | 12.1% | 22.4% | 16.5% | 23.2% | -16.2% | 20.6% | 19.1% | 30.3% | -7.4% | 27.6% | 11.7% | 0.9% | 6.7% | 26.5% | 0.0% | 0.0% |
| U.S. Stocks | Consumer Discretionary | VCR | Sector | VTI | -1.84% | -10.0% | -2.60% | -5.7% | -8.8% | -8.8% | -8.7% | -0.4% | -0.2% | -1.2% | 1.0% | 9.6% | 15.2% | 5.1% | 13.6% | 15.1% | 5.8% | 24.3% | 41.1% | -34.6% | 26.0% | 51.6% | 29.1% | -1.0% | 24.5% | 8.7% | 7.8% | 9.7% | 45.1% | 0.0% | 0.0% |
| Emerging Markets | Peru | EPU | Country | VWO | -3.08% | 2.7% | -7.24% | -10.7% | -17.2% | -12.8% | 20.7% | 18.1% | 2.1% | 2.7% | 12.7% | 70.8% | 44.4% | 23.4% | 17.4% | 9.3% | 86.8% | 21.8% | 28.4% | 7.9% | -8.7% | -1.9% | 10.8% | -10.7% | 35.6% | 65.8% | -34.6% | -1.6% | -23.8% | 0.0% | 0.0% |
| Emerging Markets | Turkey | TUR | Country | VWO | -1.03% | 11.5% | -0.72% | 3.1% | -7.9% | -5.6% | 14.5% | 1.6% | -0.2% | -1.9% | 3.8% | 19.2% | 7.3% | 11.7% | 4.4% | 2.1% | -1.5% | 12.9% | -5.5% | 112.8% | -24.7% | -0.1% | 19.3% | -39.1% | 42.3% | -5.9% | -29.3% | 18.1% | -25.5% | 0.0% | 0.0% |
| U.S. Stocks | Utilities | VPU | Sector | VTI | -3.99% | 4.2% | -4.86% | -4.4% | -3.8% | 3.0% | -0.2% | -1.6% | 1.9% | 1.8% | -5.1% | 16.0% | 13.8% | 12.2% | 12.4% | 14.7% | 16.5% | 23.1% | -5.9% | 4.2% | 21.1% | 2.9% | 29.1% | 8.4% | 16.8% | 22.3% | -0.3% | 31.5% | 21.0% | 0.0% | 0.0% |
| U.S. Stocks | Energy | VDE | Sector | VTI | -0.07% | 33.2% | 3.07% | 5.1% | 8.4% | 14.5% | 34.1% | 0.9% | -1.1% | 2.5% | -0.5% | 34.2% | 21.0% | 26.5% | 13.8% | 9.0% | 7.1% | 6.8% | 1.9% | 70.0% | 63.7% | -29.1% | 13.7% | -17.3% | 1.4% | 33.5% | -20.1% | -9.3% | 28.8% | 0.0% | 0.0% |
| U.S. Stocks | Cybersecurity | CIBR | VTI | -1.84% | -10.4% | -1.72% | -3.0% | 0.2% | -1.4% | -14.8% | -5.7% | 1.7% | -4.7% | -2.7% | -2.8% | 17.0% | 9.6% | 15.3% | 0.0% | 13.1% | 18.2% | 40.3% | -26.3% | 20.4% | 53.3% | 28.8% | 1.8% | 18.7% | 11.3% | -10.3% | 0.0% | 0.0% | 0.0% | 0.0% | |
| U.S. Stocks | Construction & Engineering | ITB | VTI | -2.62% | -8.0% | -4.81% | -10.0% | -20.1% | -18.1% | -10.1% | -10.1% | -6.4% | 3.5% | -7.2% | -7.2% | 10.5% | 7.7% | 14.0% | 14.8% | -5.4% | 2.1% | 70.0% | -25.5% | 49.9% | 27.2% | 49.7% | -30.5% | 60.3% | 2.4% | 5.5% | 5.1% | 17.7% | 0.0% | 0.0% | |
| Emerging Markets | Argentina | ARGT | Country | VWO | -2.76% | -6.4% | 0.05% | -1.1% | -10.4% | -6.5% | -3.9% | 32.0% | 35.3% | -1.3% | -1.2% | 2.8% | 35.5% | 26.8% | 18.4% | 9.8% | 11.5% | 63.5% | 54.7% | 15.1% | 4.9% | 14.9% | 15.7% | -31.7% | 54.6% | 28.5% | -1.9% | -3.2% | 15.8% | 0.0% | 0.0% |
| Emerging Markets | Asia ex-Japan | AAXJ | VWO | -3.49% | 2.8% | -1.87% | -2.3% | -9.7% | -3.4% | 3.8% | 3.4% | 3.9% | -2.2% | 1.8% | 26.9% | 17.1% | 3.6% | 9.6% | 7.2% | 31.5% | 10.4% | 7.6% | -19.0% | -3.6% | 24.9% | 20.3% | -13.1% | 45.1% | 6.8% | -7.9% | 5.1% | 3.9% | 0.0% | 0.0% | |
| Emerging Markets | China | MCHI | VWO | -2.82% | -8.1% | -4.44% | -2.7% | -9.5% | -8.1% | -12.2% | -7.7% | -3.5% | -2.2% | -2.2% | -3.2% | 9.5% | -5.0% | 6.2% | 0.0% | 31.0% | 17.7% | -8.2% | -21.1% | -20.9% | 29.3% | 25.9% | -18.5% | 57.5% | 1.6% | -6.4% | 10.1% | 5.6% | 0.0% | 0.0% | |
| U.S. Stocks | U.S. Small Size Stocks | VB | SPY | -2.32% | -0.3% | -1.29% | -3.0% | -7.8% | -4.4% | 1.9% | 1.8% | 0.3% | 1.5% | 0.0% | 14.5% | 15.0% | 5.9% | 11.8% | 11.8% | 8.9% | 14.2% | 20.3% | -16.2% | 19.1% | 20.9% | 29.3% | -7.8% | 18.1% | 20.6% | -2.1% | 9.4% | 39.8% | 0.0% | 0.0% | |
| Emerging Markets | Chile | ECH | Country | VWO | -4.28% | -5.8% | -2.03% | -2.4% | -12.7% | -15.8% | 6.7% | 23.0% | 7.2% | 7.2% | 7.1% | 26.2% | 17.8% | 10.0% | 6.6% | 1.6% | 65.5% | -8.7% | 13.3% | 33.9% | -15.2% | -4.4% | -15.7% | -16.9% | 44.9% | 22.4% | -16.5% | -13.0% | -22.6% | 0.0% | 0.0% |
| U.S. Stocks | Consumer Goods | IYK | Industry | VTI | -0.97% | 4.5% | -3.93% | -4.6% | -7.3% | -6.1% | 4.8% | -1.1% | -2.3% | 3.9% | -2.6% | 2.4% | 8.7% | 10.6% | 15.4% | 18.0% | 4.8% | 5.3% | 5.6% | 10.9% | 23.5% | 40.8% | 38.5% | -6.1% | 24.0% | 14.6% | 14.2% | 19.6% | 40.2% | 0.0% | 0.0% |
| U.S. Bonds | Intermediate Core Bond | SCHZ | Bond | BND | -0.82% | -0.3% | -0.60% | -1.5% | -1.6% | -0.8% | 0.1% | 1.3% | 0.6% | 0.6% | 0.1% | 4.2% | 7.6% | 4.8% | 7.1% | 0.0% | 7.2% | 7.4% | 13.2% | -8.4% | 3.0% | 13.5% | 16.0% | 6.9% | 9.8% | 7.9% | 5.9% | 12.1% | 3.3% | 0.0% | 0.0% |
| International Developed | Germany | EWG | Country | VEA | -3.75% | -10.1% | -4.12% | -6.4% | -13.8% | -10.8% | -5.6% | 2.1% | -2.1% | 0.5% | 3.9% | -0.5% | 16.7% | 7.2% | 9.1% | 8.1% | 35.8% | 9.8% | 26.8% | -19.8% | 8.8% | 13.4% | 22.8% | -19.2% | 30.7% | 6.7% | -0.7% | -9.7% | 33.8% | 0.0% | 0.0% |
| U.S. Stocks | Information Technology | VGT | Sector | VTI | -2.30% | -6.5% | -1.30% | -1.9% | -4.4% | -0.5% | -7.3% | 1.1% | 6.2% | -5.2% | 0.3% | 25.2% | 25.3% | 16.2% | 22.8% | 19.9% | 21.8% | 29.3% | 53.2% | -29.1% | 31.4% | 47.6% | 50.6% | 3.7% | 38.7% | 15.5% | 6.6% | 18.1% | 32.5% | 0.0% | 0.0% |
| Emerging Markets | India | INDY | Country | VWO | -1.94% | -14.9% | -2.78% | -7.0% | -13.4% | -12.8% | -13.5% | 4.9% | 4.1% | 1.5% | -0.7% | -8.6% | 4.5% | 4.6% | 8.5% | 5.7% | 5.0% | 3.5% | 17.1% | -3.9% | 28.4% | 10.2% | 10.7% | -3.7% | 36.6% | 1.6% | -8.0% | 28.6% | -4.0% | 0.0% | 0.0% |
| Emerging Markets | All Emerging Countries | VWO | Regional | VEU | -2.68% | -2.2% | -2.70% | -3.5% | -10.2% | -6.2% | -1.8% | 1.2% | 1.5% | -1.2% | 0.9% | 15.9% | 14.5% | 4.7% | 9.9% | 6.6% | 25.6% | 10.6% | 10.0% | -14.6% | 4.1% | 18.0% | 25.4% | -12.1% | 35.4% | 15.7% | -12.7% | 3.4% | -1.3% | 0.0% | 0.0% |
| International Developed | Hong Kong | EWH | Country | MCHI | -2.23% | 5.0% | -1.93% | -3.7% | -6.1% | -4.3% | 3.4% | 1.8% | -0.1% | 3.3% | -1.4% | 28.1% | 9.2% | 1.5% | 7.6% | 8.1% | 34.5% | 0.0% | -12.4% | -4.1% | -0.9% | 7.4% | 14.1% | -5.8% | 43.9% | 5.2% | 1.8% | 8.1% | 14.3% | 0.0% | 0.0% |
| International Developed | Italy | EWI | Country | VEA | -3.36% | -6.7% | -2.65% | -4.3% | -10.8% | -9.0% | -1.6% | 5.9% | -0.3% | 2.2% | 4.0% | 18.8% | 27.2% | 16.4% | 14.3% | 9.0% | 55.7% | 10.3% | 33.9% | -10.0% | 17.7% | 3.8% | 33.0% | -13.2% | 32.5% | -4.2% | 5.9% | -8.4% | 23.5% | 0.0% | 0.0% |
| International Developed | Japan | EWJ | Country | VEA | -3.43% | 0.6% | -2.59% | -4.2% | -11.2% | -5.7% | 1.2% | 4.5% | 4.0% | -0.5% | 0.9% | 18.5% | 17.1% | 6.2% | 9.5% | 8.1% | 25.9% | 7.1% | 21.2% | -16.7% | 3.3% | 16.8% | 22.0% | -12.6% | 26.1% | 5.0% | 10.7% | -4.9% | 27.6% | 0.0% | 0.0% |
| U.S. Bonds | California Muni Bonds | CMF | Bond | BND | -0.86% | -0.4% | -1.10% | -1.6% | -2.0% | -1.5% | 0.1% | 2.0% | 1.1% | 0.4% | 0.4% | 3.7% | 2.8% | 1.5% | 3.3% | 5.6% | 3.3% | 1.6% | 6.5% | -6.6% | 2.4% | 6.5% | 9.3% | 3.4% | 7.1% | 2.3% | 6.1% | 15.4% | 1.1% | 0.0% | 0.0% |
| Emerging Markets | Taiwan | EWT | Country | VWO | -3.33% | 9.8% | -0.36% | 0.3% | -6.2% | 2.8% | 12.9% | 4.5% | 4.8% | -3.2% | 3.0% | 45.5% | 22.2% | 15.1% | 18.8% | 14.4% | 28.4% | 12.9% | 24.5% | -16.1% | 33.1% | 34.5% | 37.5% | -6.3% | 31.6% | 21.4% | -9.2% | 9.9% | 10.9% | 0.0% | 0.0% |
| Emerging Markets | Colombia | COLO | Country | VWO | -0.72% | 4.6% | -0.38% | 1.8% | -10.3% | -6.6% | 5.5% | 14.1% | 7.1% | 5.9% | 0.5% | 47.0% | 38.2% | 15.5% | 9.0% | 2.0% | 69.2% | 4.7% | 27.5% | -12.1% | -9.1% | -10.8% | 35.4% | -16.9% | 14.5% | 26.5% | -39.9% | -23.8% | -10.2% | 0.0% | 0.0% |
| U.S. Stocks | Consumer Staples | VDC | Sector | VTI | -0.96% | 4.9% | -4.25% | -4.8% | -7.0% | -6.2% | 6.6% | -0.6% | -2.6% | 3.8% | -1.7% | 5.9% | 9.0% | 8.9% | 10.0% | 13.0% | 2.2% | 13.3% | 3.6% | 0.7% | 20.5% | 14.1% | 29.7% | -5.0% | 15.3% | 9.3% | 9.3% | 18.8% | 31.7% | 0.0% | 0.0% |
| International Bonds | International Developed Market Bonds | BNDX | Bond | BND | -0.66% | -0.4% | -0.40% | -1.3% | -2.0% | -1.1% | -0.9% | 0.5% | 1.0% | -0.2% | -0.3% | 4.3% | 7.4% | 3.5% | 4.9% | 0.0% | 4.9% | 8.1% | 14.0% | -11.4% | 1.9% | 6.0% | 12.3% | 6.6% | 5.4% | 7.2% | 3.3% | 11.2% | 0.7% | 0.0% | 0.0% |
| International Bonds | International Developed Market Bonds (Unhedged) | BNDW | Bond | BND | -0.76% | -0.4% | -0.47% | -1.4% | -1.9% | -1.0% | -0.5% | 0.9% | 0.8% | 0.2% | -0.1% | 5.3% | 7.1% | 3.3% | 0.0% | 0.0% | 7.6% | 6.7% | 11.6% | -11.0% | 0.7% | 8.2% | 12.3% | 3.3% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| U.S. Stocks | Real Estate | VNQ | Sector | VTI | -3.10% | 0.3% | -3.70% | -5.1% | -6.5% | -2.3% | -0.8% | -2.3% | -2.5% | 2.4% | -2.2% | 1.0% | 8.3% | 5.2% | 8.4% | 11.7% | 3.3% | 4.8% | 14.2% | -23.4% | 44.9% | -0.2% | 34.2% | -0.9% | 10.6% | 15.6% | 8.1% | 37.7% | 8.8% | 0.0% | 0.0% |
| U.S. Stocks | Materials | VAW | Sector | VTI | -1.85% | 1.8% | -4.94% | -6.6% | -12.4% | -7.9% | 9.0% | 1.7% | -4.7% | 4.1% | 2.6% | 11.4% | 10.4% | 7.1% | 11.5% | 10.3% | 12.3% | 0.5% | 14.7% | -10.0% | 29.5% | 22.0% | 26.3% | -15.9% | 26.2% | 24.0% | -7.7% | 6.2% | 27.7% | 0.0% | 0.0% |
| U.S. Stocks | U.S. Agribusiness | MOO | Industry | VTI | -2.68% | 10.2% | -4.01% | -2.3% | -6.7% | -1.8% | 16.7% | 1.6% | -3.0% | 2.6% | 2.0% | 18.3% | 1.9% | 1.3% | 8.8% | 6.6% | 15.6% | -12.4% | -8.5% | -6.1% | 25.5% | 15.9% | 24.0% | -4.3% | 23.7% | 15.5% | -5.9% | 3.1% | 7.8% | 0.0% | 0.0% |
| Emerging Markets | Latin America | ILF | Regional | VWO | -3.72% | 7.0% | -1.69% | -3.6% | -12.1% | -7.5% | 10.4% | 8.0% | 1.8% | 5.9% | 0.2% | 39.8% | 19.9% | 16.1% | 12.0% | 5.4% | 52.7% | -23.1% | 35.7% | 24.5% | -5.3% | -9.3% | 18.5% | -2.8% | 29.7% | 35.4% | -28.8% | -9.6% | -8.0% | 0.0% | 0.0% |
| International Developed | EAFE Value | EFV | Regional | VEA | -2.81% | -0.3% | -2.01% | -4.0% | -10.0% | -6.6% | 5.5% | 7.7% | 0.9% | 2.7% | 4.0% | 22.6% | 22.5% | 14.0% | 12.5% | 10.8% | 42.2% | 5.4% | 22.2% | -1.1% | 16.0% | -0.1% | 22.3% | -10.3% | 27.0% | 9.8% | -1.7% | -0.9% | 28.3% | 0.0% | 0.0% |
| International Developed | Australia | EWA | Country | VEA | -3.40% | 4.2% | -2.43% | -3.6% | -8.1% | -1.9% | 5.0% | -1.3% | -0.9% | -3.4% | 3.1% | 19.2% | 12.1% | 9.0% | 11.8% | 10.8% | 13.4% | 1.6% | 16.0% | -0.9% | 15.0% | 11.2% | 28.3% | -5.7% | 27.2% | 17.3% | -3.2% | 2.1% | 9.7% | 0.0% | 0.0% |
| International Government Bonds | International Government Bonds | IGOV | Bond | BND | -1.31% | -1.7% | 0.37% | -2.1% | -4.3% | -2.9% | -1.4% | -0.8% | -1.0% | -0.2% | 0.4% | 4.4% | 1.6% | -4.2% | -1.0% | -0.1% | 10.0% | -6.0% | 5.6% | -22.0% | -8.9% | 10.9% | 4.0% | -2.3% | 11.6% | 1.5% | -7.1% | -1.0% | 0.0% | 0.0% | 0.0% |
| U.S. Bonds | Long-Term Treasury Bonds | EDV | Bond | BND | -2.76% | -1.3% | -0.91% | -4.2% | -5.3% | -1.9% | -5.1% | -1.6% | 3.4% | -0.4% | -4.4% | -6.0% | -6.4% | -7.8% | 0.1% | 7.3% | 0.6% | -11.8% | 3.3% | -37.4% | -4.2% | 30.9% | 23.5% | 0.0% | 18.1% | 8.1% | 0.4% | 50.1% | -14.5% | 0.0% | 0.0% |
| U.S. Stocks | U.S. Aerospace & Defense | ITA | Industry | VTI | -2.09% | 3.7% | -2.89% | -8.1% | -8.6% | -1.5% | 6.5% | 2.6% | 3.1% | -5.0% | 4.7% | 43.1% | 27.8% | 18.2% | 16.4% | 16.7% | 48.6% | 15.8% | 15.5% | 11.1% | 10.3% | -12.4% | 32.7% | -6.3% | 36.8% | 21.8% | 5.3% | 11.5% | 59.3% | 0.0% | 0.0% |
| U.S. Stocks | U.S. Semiconductors | SOXX | Industry | VGT | -2.26% | 10.5% | 0.42% | 2.9% | -7.4% | 0.6% | 13.4% | 11.4% | 13.1% | -3.2% | 1.8% | 65.7% | 34.9% | 21.5% | 29.7% | 23.9% | 41.7% | 13.7% | 68.7% | -34.3% | 45.2% | 54.5% | 65.0% | -5.2% | 41.4% | 40.3% | -0.5% | 32.2% | 43.7% | 0.0% | 0.0% |
| U.S. Bonds | Intermediate Treasury Bonds | SCHR | Bond | VT | -0.64% | -0.3% | -0.60% | -1.2% | -1.2% | -0.5% | 0.1% | 1.1% | 0.2% | 0.9% | 0.0% | 4.4% | 7.0% | 3.9% | 5.3% | 5.8% | 7.3% | 6.9% | 11.4% | -6.8% | -0.5% | 11.6% | 11.9% | 6.6% | 5.6% | 4.1% | 5.4% | 8.2% | -0.1% | 0.0% | 0.0% |
| Commodities | Crude Oil | CLUSD | DBC | 2.27% | 67.3% | 1.15% | 5.7% | 46.9% | 52.8% | 59.9% | -7.9% | -2.2% | -2.3% | -3.7% | 43.0% | 13.0% | 9.4% | 9.3% | -0.3% | -19.9% | 0.1% | -10.7% | 6.7% | 55.0% | -20.6% | 34.5% | -24.8% | 12.5% | 45.0% | -30.5% | -45.9% | 7.2% | 0.0% | 0.0% | |
| Emerging Markets | Thailand | THD | Country | VWO | -1.27% | 9.3% | -0.15% | -0.8% | -9.9% | 2.1% | 9.7% | 2.7% | 3.1% | -2.7% | 2.4% | 25.2% | 1.1% | 0.0% | 4.7% | 5.7% | 2.4% | -2.2% | -11.1% | 3.9% | 5.2% | -7.5% | 11.2% | -5.6% | 35.3% | 30.5% | -19.2% | 19.0% | -11.7% | 0.0% | 0.0% |
| U.S. Stocks | Financials | XLF | Sector | VTI | 0.18% | -10.4% | 0.39% | -2.9% | -6.5% | -7.9% | -6.7% | 2.0% | -2.8% | 1.8% | 3.1% | 0.4% | 18.8% | 10.4% | 14.0% | 13.1% | 14.9% | 30.5% | 13.1% | -8.7% | 37.3% | 1.0% | 34.8% | -11.3% | 24.3% | 25.2% | 0.5% | 17.3% | 38.2% | 0.0% | 0.0% |
| U.S. Stocks | U.S. Large Stocks | SPY | Size | VT | -1.43% | -4.6% | -1.80% | -3.3% | -5.7% | -4.0% | -2.8% | 2.7% | 2.4% | 0.2% | 0.1% | 16.0% | 20.2% | 13.0% | 15.7% | 15.4% | 17.7% | 24.9% | 27.1% | -16.8% | 30.5% | 20.7% | 33.9% | -2.6% | 24.3% | 14.7% | 3.7% | 16.1% | 35.6% | 0.0% | 0.0% |
| Broad | U.S. Stocks | VTI | Regional | VT | -1.57% | -4.5% | -1.77% | -3.3% | -5.9% | -4.1% | -2.7% | 2.5% | 2.2% | 0.3% | 0.0% | 16.1% | 19.9% | 11.7% | 15.2% | 15.0% | 17.1% | 23.8% | 27.0% | -18.2% | 27.4% | 23.3% | 33.4% | -3.2% | 23.7% | 15.4% | 2.7% | 15.0% | 36.6% | 0.0% | 0.0% |
| Alternatives | Commodities | DBC | Alternatives | VT | 0.35% | 29.4% | 0.80% | 5.2% | 17.7% | 21.8% | 30.6% | 2.5% | 1.6% | 0.8% | 0.2% | 34.6% | 13.4% | 14.7% | 10.1% | 1.2% | 8.1% | 2.1% | -6.1% | 20.1% | 41.3% | -7.9% | 13.6% | -10.5% | 4.9% | 18.6% | -27.6% | -28.1% | -7.6% | 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
October - December |
YTD* | 2025 | ||
|---|---|---|---|---|
|
Risk Markets |
Global Stocks (VT) | 3.2% | -2.9% | 22.4% |
| U.S. Bonds (BND) | 1.2% | -0.3% | 7.1% | |
|
Regional Markets |
U.S. Stocks (VTI) | 2.5% | -4.5% | 17.1% |
| International Markets (VEU) | 4.9% | -0.7% | 32.4% | |
| Developed Markets (VEA) | 6.0% | -0.4% | 35.2% | |
| Emerging Markets Stocks (VWO) | 1.2% | -2.2% | 25.6% | |
| Styles | U.S. Value Stocks (IWD) | 3.8% | 1.2% | 15.7% |
| U.S. Growth Stocks (IWF) | 1.1% | -9.5% | 18.3% | |
| Size | U.S. Large Cap (SPY) | 2.7% | -4.6% | 17.7% |
| U.S. Small Cap (VB) | 1.8% | -0.3% | 8.9% | |
| Alternatives | Gold (IAU) | 11.5% | 4.4% | 64.0% |
| Silver (SIVR) | 52.1% | -4.4% | 145.4% | |
| Crude Oil (CLUSD) | -6.8% | 75.7% | -9.0% | |
| U.S. Sectors - Best | Healthcare (VHT) | 11.5% | -6.5% | 15.5% |
| Telecomm (VOX) | 3.5% | -5.7% | 26.3% | |
| U.S. Sectors - Worst | Real Estate (VNQ) | -2.3% | 0.3% | 3.3% |
| Utilities (VPU) | -1.6% | 4.2% | 16.5% | |
Data Last Updated: Friday, March 20, 2026 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
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- December 2026
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- December
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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