Market Performance
Data Last Updated: 2026-09-18
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Performance by Market
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| segment | market | symbol | category | primary_benchmark | 1-day | year-to-date | 5-days | 10-days | 20-days | 30-days | 90-days |
quarter April - June |
April | May | June | 1-year | 3-year | 5-year | 10-year | 15-year | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Alternatives | Oil | USO | Alternatives | DBC | -0.95% | 122.5% | -0.70% | 8.2% | 14.3% | 29.4% | 10.9% | -16.4% | 15.7% | -12.3% | -17.5% | 104.2% | 23.3% | 24.8% | 6.7% | -3.8% | -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% |
| U.S. Stocks | Pharmaceuticals | IHE | Industry | VTI | -0.72% | 21.1% | 1.01% | -3.2% | -3.4% | -0.4% | 17.6% | 14.6% | 1.1% | 4.7% | 8.3% | 47.2% | 20.8% | 15.4% | 12.6% | 16.8% | 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 | -0.62% | 18.0% | -0.99% | -3.2% | -3.3% | -2.7% | 4.6% | 13.3% | 7.5% | 2.3% | 3.0% | 20.8% | 17.1% | 10.1% | 11.9% | 13.7% | 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 | 0.66% | 1.3% | 0.64% | -2.2% | -3.4% | 2.9% | -7.7% | -14.4% | -1.5% | -1.6% | -11.7% | 19.2% | 31.2% | 19.8% | 12.5% | 5.8% | 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 | 1.60% | -6.8% | 3.04% | -1.0% | -2.8% | 7.4% | -23.1% | -21.5% | -2.2% | 2.5% | -21.7% | 58.8% | 41.9% | 23.9% | 13.1% | 3.0% | 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 | -0.76% | 11.3% | -1.10% | -2.7% | -1.0% | -0.9% | 0.5% | 6.4% | 6.6% | 3.5% | -3.6% | 14.3% | 17.2% | 6.2% | 10.5% | 11.4% | 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 | -0.40% | 6.3% | -1.33% | -3.2% | -3.7% | -3.4% | -0.3% | 12.6% | 6.9% | 3.6% | 1.7% | 8.4% | 12.2% | 3.8% | 9.0% | 9.1% | 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 Growth | SLYG | Size | VB | -0.17% | 16.3% | -1.86% | -4.0% | -5.4% | -7.1% | 0.4% | 23.5% | 11.6% | 1.0% | 9.5% | 17.2% | 14.3% | 5.8% | 11.5% | 13.9% | 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% |
| U.S. Stocks | U.S. Biotech | IBB | Industry | VTI | -1.21% | 21.3% | 0.82% | -4.3% | -3.0% | 6.0% | 20.4% | 12.7% | -0.1% | 2.1% | 10.5% | 45.4% | 17.7% | 3.7% | 8.2% | 13.5% | 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. Stocks | Cybersecurity | CIBR | VTI | -1.76% | 40.1% | 5.80% | 4.8% | 6.9% | 3.6% | 32.5% | 43.5% | 7.6% | 32.0% | 1.0% | 33.4% | 29.9% | 15.3% | 19.1% | 12.1% | 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 | -1.29% | -8.1% | -1.55% | -5.8% | -8.9% | -10.5% | -3.5% | 15.6% | 6.4% | -3.4% | 12.5% | -19.7% | 3.7% | 5.8% | 13.7% | 17.1% | -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 | Asia ex-Japan | AAXJ | VWO | 0.20% | 25.3% | -1.20% | -0.8% | 0.5% | 3.2% | -0.8% | 24.4% | 14.1% | 8.4% | 0.6% | 28.5% | 24.2% | 9.4% | 10.7% | 9.2% | 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% | |
| U.S. Stocks | U.S. Small Size Stocks | VB | SPY | -0.45% | 13.1% | -1.31% | -3.4% | -4.4% | -4.1% | 0.7% | 16.1% | 8.6% | 3.2% | 3.6% | 15.0% | 16.0% | 7.8% | 12.2% | 13.4% | 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% | |
| U.S. Stocks | Consumer Goods | IYK | Industry | VTI | -0.90% | 10.6% | -0.57% | -2.5% | -2.3% | -1.8% | 3.3% | 4.4% | 2.5% | -0.9% | 2.8% | 8.3% | 8.7% | 10.0% | 15.4% | 17.8% | 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% |
| Emerging Markets | China | MCHI | VWO | 0.76% | -11.1% | 0.20% | -2.4% | -4.4% | -5.1% | -9.0% | -8.6% | 2.5% | -4.3% | -6.8% | -17.8% | 9.9% | -1.7% | 4.3% | 5.5% | 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% | |
| Emerging Markets | Malaysia | EWM | Country | VWO | -0.69% | 1.8% | -1.66% | -3.5% | -4.0% | -2.9% | -7.6% | -3.2% | 3.4% | -2.7% | -3.7% | 9.1% | 12.9% | 6.9% | 6.0% | 8.4% | 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 | All Developed Countries | VEA | Regional | VEU | -0.57% | 15.6% | -1.31% | -2.3% | -1.5% | -0.5% | 1.8% | 11.8% | 7.4% | 4.3% | -0.2% | 22.9% | 20.1% | 11.3% | 12.6% | 12.2% | 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% |
| U.S. Stocks | Consumer Discretionary | VCR | Sector | VTI | -0.47% | -5.2% | -2.17% | -4.9% | -5.2% | -6.4% | -5.6% | 10.7% | 9.6% | 2.1% | -1.1% | -6.5% | 10.0% | 4.4% | 14.0% | 15.5% | 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% |
| U.S. Stocks | Utilities | VPU | Sector | VTI | -1.36% | -2.6% | -2.84% | -4.4% | -6.0% | -5.1% | -8.4% | -0.6% | 2.2% | -4.9% | 2.3% | -0.1% | 11.9% | 8.9% | 11.1% | 13.2% | 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 | -0.39% | 45.0% | -1.80% | -1.0% | 0.3% | 9.9% | 11.7% | -12.7% | -2.0% | -6.2% | -5.0% | 46.4% | 15.5% | 27.5% | 13.8% | 10.5% | 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 | Information Technology | VGT | Sector | VTI | 0.68% | 31.2% | 1.02% | 1.2% | 3.3% | 2.3% | 7.7% | 37.2% | 18.3% | 17.3% | -1.2% | 39.8% | 38.4% | 25.6% | 33.9% | 32.3% | 26.3% | 36.2% | 62.0% | -24.7% | 38.5% | 59.1% | 64.9% | 13.0% | 50.5% | 28.3% | 17.8% | 29.8% | 43.7% | 0.0% | 0.0% |
| Broad | U.S. Stocks | VTI | Regional | VT | 0.02% | 12.7% | -0.23% | -1.4% | -0.3% | -1.0% | 3.5% | 15.7% | 10.4% | 5.2% | -0.4% | 16.8% | 21.0% | 12.7% | 16.3% | 16.6% | 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 | -0.36% | 47.3% | -0.69% | 3.0% | 5.8% | 14.1% | 6.0% | -7.9% | 7.4% | -5.2% | -9.6% | 51.0% | 13.8% | 14.3% | 10.8% | 2.2% | 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% |
| U.S. Stocks | U.S. Value Stocks | IWD | Style | IWF | -0.44% | 21.4% | -0.80% | -2.3% | -1.0% | -1.0% | 8.4% | 13.8% | 8.2% | 2.9% | 2.2% | 26.9% | 19.5% | 12.8% | 13.6% | 14.8% | 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% |
| U.S. Bonds | Ginnie Mae MBS | GNMA | Bond | BND | -0.75% | -1.6% | -0.34% | -1.7% | -2.0% | -1.8% | -2.5% | 0.8% | 0.3% | 0.0% | 0.6% | -0.4% | 4.2% | 0.7% | 2.4% | 1.3% | 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. Stocks ex-Technology | SPXT | Style | VTI | -0.32% | 5.6% | -0.92% | -2.9% | -2.3% | -2.4% | 1.6% | 7.2% | 6.4% | 0.3% | 0.5% | 9.2% | 15.6% | 9.8% | 13.0% | 9.3% | 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% | 6.2% | 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% |
| U.S. Stocks | Financials | XLF | Sector | VTI | -0.04% | 2.9% | -2.43% | -4.6% | -1.9% | -3.4% | 9.5% | 9.0% | 5.6% | -1.1% | 4.3% | 4.9% | 19.1% | 11.0% | 14.9% | 15.8% | 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 | Healthcare | VHT | Sector | VTI | -0.37% | 10.5% | 1.64% | -2.8% | -2.4% | 2.2% | 18.3% | 10.2% | 0.1% | 2.6% | 7.3% | 25.9% | 11.1% | 6.2% | 11.8% | 14.9% | 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. Stocks | Telecommunications | VOX | Sector | VTI | -1.35% | -1.6% | -0.63% | -0.4% | 2.8% | 1.8% | -2.2% | 2.5% | 9.5% | 0.1% | -6.4% | 0.2% | 22.0% | 6.8% | 10.3% | 12.3% | 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 | 0.18% | 0.5% | 0.18% | -0.7% | -3.6% | -13.6% | 6.0% | 34.8% | 3.2% | 15.3% | 13.3% | 10.0% | 16.5% | 4.8% | 3.4% | 1.7% | 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% |
| Emerging Markets | Greece | GREK | Country | VWO | -0.26% | 30.0% | -2.77% | -1.6% | 2.1% | 4.8% | 17.9% | 19.1% | 9.5% | 6.3% | 2.3% | 36.5% | 39.3% | 30.2% | 20.5% | 8.2% | 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% |
| Emerging Markets | Mexico | EWW | Country | VWO | -1.28% | 7.4% | -2.71% | -4.7% | -2.8% | -4.3% | -7.2% | 1.5% | 1.6% | 2.6% | -2.6% | 14.1% | 10.9% | 13.0% | 9.2% | 6.3% | 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% |
| Emerging Markets | Peru | EPU | Country | VWO | 0.17% | 27.5% | 0.03% | -1.9% | 0.0% | 1.5% | 10.1% | 5.1% | -1.7% | 8.1% | -1.1% | 60.0% | 47.6% | 36.1% | 17.2% | 11.1% | 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% |
| International Developed | Canada | EWC | Country | VEA | -0.31% | 12.2% | -0.59% | -3.6% | -2.5% | -0.8% | 4.1% | 5.7% | 7.0% | 0.4% | -1.5% | 22.1% | 21.8% | 13.7% | 13.3% | 9.5% | 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% |
| International Developed | France | EWQ | Country | VEA | -1.58% | -0.5% | -2.71% | -4.4% | -6.8% | -8.2% | -1.6% | 7.2% | 4.5% | 1.4% | 1.2% | 3.3% | 8.7% | 8.2% | 11.5% | 11.0% | 28.9% | -5.6% | 24.4% | -9.1% | 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 | -0.59% | 86.5% | -3.93% | 0.4% | 1.8% | 10.5% | -6.0% | 64.1% | 30.7% | 28.0% | -1.9% | 132.3% | 45.6% | 20.2% | 16.2% | 11.8% | 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 | -1.72% | 14.2% | -2.51% | -3.2% | -2.7% | -2.8% | 8.0% | 11.1% | 4.4% | 2.2% | 4.2% | 28.0% | 33.6% | 22.5% | 15.1% | 12.6% | 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% |
| International Developed | International Dividend Stocks | DWX | Regional | IWD | -1.15% | 9.8% | -0.71% | -1.8% | -1.1% | -0.9% | 3.0% | 2.3% | 2.5% | 0.3% | -0.5% | 13.4% | 16.1% | 10.5% | 11.3% | 10.4% | 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. Small Cap Value | SLYV | Size | VB | -0.58% | 16.8% | -2.02% | -3.5% | -4.1% | -4.3% | 3.1% | 15.9% | 9.2% | 1.1% | 5.1% | 21.3% | 14.6% | 8.4% | 11.8% | 14.8% | 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. Bonds | Intermediate Core Bond | SCHZ | Bond | BND | -0.40% | -1.3% | 0.00% | -1.1% | -1.3% | -1.2% | -1.7% | 0.3% | 0.2% | -0.1% | 0.2% | -0.8% | 7.0% | 3.5% | 6.4% | 7.1% | 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% |
| U.S. Stocks | Consumer Staples | VDC | Sector | VTI | -0.65% | 7.0% | -0.74% | -2.9% | -2.9% | -3.1% | -1.3% | 0.9% | 3.4% | -3.6% | 1.3% | 4.1% | 8.2% | 7.4% | 9.8% | 12.5% | 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 | -0.12% | -0.8% | 0.14% | -0.7% | -1.0% | -1.5% | -1.0% | 1.3% | 0.0% | 0.8% | 0.4% | -0.3% | 7.1% | 3.2% | 4.5% | 4.5% | 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% |
| Emerging Markets | Poland | EPOL | Country | VWO | -0.83% | 27.2% | -2.53% | -0.3% | 0.5% | 0.8% | 12.7% | 6.8% | 5.4% | 5.5% | -4.0% | 43.1% | 42.4% | 19.6% | 14.1% | 9.2% | 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% |
| 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% | -25.2% | -7.7% | -10.3% | 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% |
| Emerging Markets | Taiwan | EWT | Country | VWO | 0.90% | 75.7% | 0.66% | 1.4% | 7.3% | 9.5% | 14.9% | 53.1% | 26.7% | 14.4% | 5.7% | 84.7% | 40.4% | 23.9% | 23.6% | 18.6% | 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 | Turkey | TUR | Country | VWO | -1.11% | 9.6% | -7.81% | -4.4% | -7.5% | -3.9% | -13.8% | 1.8% | 9.9% | -10.1% | 3.0% | 9.7% | 2.0% | 15.6% | 5.1% | 3.1% | -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% |
| Emerging Markets | Vietnam | VNM | Country | VWO | 0.46% | -7.6% | 0.74% | -1.5% | 2.8% | 1.0% | -9.5% | 6.7% | 8.8% | -0.7% | -1.2% | -1.2% | 6.1% | -1.5% | 3.8% | 2.4% | 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 | Austria | EWO | Country | VEA | -1.17% | 23.8% | -3.11% | -3.3% | -0.6% | -2.7% | 9.6% | 21.8% | 10.1% | 5.5% | 4.8% | 43.0% | 35.7% | 19.0% | 17.1% | 12.9% | 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 | -0.70% | 11.8% | -0.33% | -3.8% | -1.7% | -1.0% | 2.8% | 12.7% | 5.4% | 5.2% | 1.6% | 19.6% | 16.6% | 8.9% | 8.8% | 11.8% | 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% |
| International Developed | Europe | VGK | Country | VEA | -0.80% | 8.0% | -1.52% | -3.4% | -3.7% | -3.5% | 2.3% | 8.9% | 5.7% | 2.2% | 0.8% | 15.1% | 17.6% | 10.6% | 12.6% | 12.6% | 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% |
| International Developed | Germany | EWG | Country | VEA | -1.27% | 1.2% | -1.68% | -4.0% | -4.0% | -3.2% | 1.1% | 6.4% | 6.5% | 2.8% | -2.9% | 4.7% | 17.9% | 8.5% | 9.8% | 10.1% | 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% |
| International Bonds | International Developed Market Bonds (Unhedged) | BNDW | Bond | BND | -0.29% | -1.1% | 0.04% | -0.9% | -1.2% | -1.3% | -1.3% | 0.8% | -0.2% | 0.6% | 0.4% | -0.3% | 7.0% | 2.6% | 3.6% | 2.4% | 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 | -0.96% | 7.1% | -1.99% | -3.9% | -5.8% | -5.2% | -3.1% | 9.7% | 8.6% | -0.7% | 1.7% | 4.9% | 8.9% | 2.7% | 8.2% | 11.9% | 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 | -1.24% | 8.5% | -2.17% | -5.4% | -4.7% | -4.1% | -5.1% | 1.9% | 3.1% | 0.1% | -1.3% | 9.9% | 9.6% | 7.4% | 11.4% | 11.4% | 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 | -1.84% | 16.3% | -2.13% | -4.0% | 1.4% | 3.9% | 3.3% | -6.3% | -0.8% | -5.2% | -0.3% | 17.2% | 3.9% | 1.5% | 9.0% | 7.3% | 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 | -1.16% | 16.5% | -2.58% | -3.6% | 3.9% | 0.4% | -2.1% | -3.8% | 2.6% | -4.1% | -2.2% | 27.2% | 15.6% | 18.0% | 12.0% | 6.7% | 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 | -1.42% | 16.2% | -1.80% | -2.7% | -0.7% | -1.0% | 6.0% | 5.7% | 4.4% | 1.4% | -0.1% | 25.6% | 22.5% | 16.6% | 13.9% | 12.8% | 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 Government Bonds | International Government Bonds | IGOV | Bond | BND | -0.08% | -2.7% | -0.96% | -2.0% | -2.3% | -1.8% | -3.7% | -0.1% | 2.0% | 0.2% | -2.3% | -4.5% | 3.2% | -4.3% | -1.3% | -0.4% | 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 | -1.00% | -5.9% | 1.03% | -0.8% | -0.3% | -0.8% | -4.8% | 0.0% | -1.6% | 0.9% | 0.8% | -9.6% | -1.8% | -11.5% | -1.2% | 4.5% | 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 | -0.02% | 0.0% | -2.13% | -5.1% | -9.8% | -14.3% | -5.1% | 10.9% | -0.1% | 7.7% | 3.0% | 7.0% | 26.1% | 17.4% | 15.2% | 16.9% | 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. Bonds | Intermediate Treasury Bonds | SCHR | Bond | VT | -0.29% | -2.1% | -0.21% | -1.3% | -1.7% | -1.6% | -1.9% | -0.4% | -0.4% | -0.1% | 0.1% | -1.3% | 6.2% | 3.0% | 4.8% | 5.0% | 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 | -5.72% | 63.5% | -3.97% | 5.0% | 10.4% | 18.2% | 5.2% | -32.6% | 4.2% | -17.3% | -21.7% | 46.6% | 1.0% | 5.5% | 8.1% | 0.4% | -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 | -0.41% | 23.9% | -2.49% | -1.2% | -1.8% | -0.9% | 4.2% | 6.7% | 1.9% | 3.9% | 0.7% | 21.4% | 6.3% | 3.3% | 5.1% | 6.2% | 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% |
| International Developed | Australia | EWA | Country | VEA | -1.30% | 11.3% | -1.78% | -5.3% | -3.4% | -4.7% | -1.5% | 2.9% | 6.2% | -0.8% | -2.4% | 9.3% | 12.7% | 9.1% | 12.2% | 11.5% | 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% |
| U.S. Stocks | U.S. Semiconductors | SOXX | Industry | VGT | 2.69% | 77.2% | 1.14% | 6.2% | 2.1% | 0.1% | 0.1% | 95.1% | 40.4% | 23.3% | 12.7% | 107.0% | 51.2% | 29.8% | 33.5% | 28.6% | 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% |
| Emerging Markets | Argentina | ARGT | Country | VWO | -1.50% | 1.5% | -3.11% | -4.5% | 0.2% | -0.1% | 2.9% | -1.8% | -2.4% | 7.2% | -6.2% | 29.0% | 28.3% | 23.8% | 17.5% | 11.9% | 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 | India | INDY | Country | VWO | -0.26% | -14.5% | -1.13% | -4.0% | -3.4% | -4.7% | -1.0% | 3.1% | 3.5% | -2.3% | 2.0% | -13.6% | -0.4% | 1.9% | 7.0% | 6.4% | 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 | Brazil | EWZ | Country | VWO | -0.58% | 19.2% | -1.76% | -1.6% | 9.9% | 4.8% | -2.0% | -9.3% | 3.4% | -9.6% | -3.0% | 26.8% | 11.5% | 16.1% | 11.1% | 5.3% | 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% |
| Emerging Markets | Chile | ECH | Country | VWO | -0.38% | -0.8% | -0.07% | -3.9% | -2.9% | -4.5% | -2.8% | 1.4% | 5.0% | 0.5% | -4.0% | 20.4% | 16.0% | 15.5% | 6.9% | 2.3% | 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% |
| Emerging Markets | Colombia | COLO | Country | VWO | -0.63% | 38.7% | -4.14% | -1.4% | 0.1% | 4.7% | 34.0% | 5.7% | -2.5% | 1.4% | 6.8% | 59.3% | 41.9% | 22.8% | 11.3% | 3.9% | 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% |
| Emerging Markets | Indonesia | IDX | Country | VWO | -1.48% | -31.4% | -2.84% | -5.2% | -1.1% | 1.1% | -11.0% | -28.1% | -5.3% | -16.7% | -8.8% | -28.6% | -11.5% | -6.0% | -3.2% | -2.3% | 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 | South Africa | EZA | Country | VEA | -0.29% | 1.7% | -2.30% | -4.6% | -2.8% | 2.4% | -2.5% | -4.8% | 0.6% | 1.7% | -7.0% | 21.2% | 28.0% | 14.8% | 11.4% | 8.8% | 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% |
| Alternatives | Mortgage REITs | REM | Alternatives | VNQ | -1.11% | -3.8% | -3.42% | -7.4% | -9.0% | -6.6% | -6.4% | 7.5% | 7.2% | -4.0% | 4.4% | 2.0% | 13.7% | 8.0% | 17.3% | 30.7% | 24.3% | 10.0% | 29.4% | -16.9% | 29.2% | -5.2% | 41.9% | 16.7% | 46.8% | 56.3% | 20.2% | 75.5% | 58.2% | 0.0% | 0.0% |
| Alternatives | Net Lease Real Estate | NETL | Alternatives | VNQ | -0.60% | 10.3% | -3.52% | -6.1% | -7.6% | -7.6% | -4.7% | 10.8% | 8.0% | 0.1% | 2.5% | 9.3% | 12.6% | 6.2% | 7.4% | 4.9% | 11.8% | 4.4% | 8.5% | -11.7% | 34.2% | 5.5% | 17.1% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| Alternatives | Global Infrastructure | IGF | Alternatives | VT | -0.68% | 5.9% | -1.38% | -2.8% | -4.0% | -4.4% | -3.7% | 2.2% | 2.3% | -2.8% | 2.8% | 10.5% | 19.1% | 13.4% | 11.4% | 12.3% | 25.4% | 18.9% | 10.1% | 1.6% | 14.8% | -3.7% | 31.1% | -6.1% | 24.1% | 16.3% | -8.4% | 16.2% | 19.6% | 0.0% | 0.0% |
| U.S. Bonds | TIPS (Inflation-Protected Bonds) | SCHP | Bond | BND | -0.39% | 2.1% | -0.58% | -1.6% | -2.1% | -1.5% | -0.2% | 2.1% | 1.2% | 0.5% | 0.3% | 3.4% | 7.6% | 4.6% | 6.1% | 5.0% | 11.3% | 5.2% | 7.1% | -5.8% | 11.7% | 12.2% | 11.4% | 1.6% | 5.5% | 6.5% | -1.4% | 5.9% | -8.1% | 0.0% | 0.0% |
| Broad | Balanced 60/40 Allocation | AOR | Risk Exposure | VT | -0.13% | 8.9% | -0.40% | -1.5% | -0.8% | -0.9% | 1.9% | 9.0% | 6.2% | 2.8% | -0.2% | 13.8% | 17.0% | 9.5% | 11.4% | 11.2% | 19.6% | 13.9% | 19.0% | -13.7% | 13.3% | 14.1% | 22.6% | -3.1% | 22.4% | 9.7% | 0.3% | 9.5% | 18.9% | 0.0% | 0.0% |
| Alternatives | Leveraged Loans | BKLN | Alternatives | BND | -0.10% | 6.4% | 0.34% | 0.3% | 0.9% | 1.3% | 3.7% | 2.8% | 1.8% | 0.4% | 0.5% | 11.3% | 15.9% | 14.3% | 11.9% | 12.4% | 15.2% | 19.2% | 25.6% | 4.2% | 6.8% | 7.0% | 18.4% | 5.7% | 8.2% | 18.3% | 4.0% | 8.3% | 13.5% | 0.0% | 0.0% |
| U.S. Stocks | U.S. Large Stocks | SPY | Size | VT | 0.13% | 12.6% | -0.09% | -1.2% | 0.1% | -0.7% | 3.6% | 15.1% | 10.5% | 5.3% | -1.0% | 17.1% | 21.2% | 13.7% | 16.8% | 16.9% | 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 | International Stocks | VEU | Regional | VTI | -0.30% | 15.3% | -1.08% | -2.0% | -0.9% | -0.1% | 1.7% | 12.0% | 7.8% | 3.8% | 0.2% | 21.1% | 19.8% | 10.8% | 12.2% | 11.3% | 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% |
| U.S. Bonds | California Muni Bonds | CMF | Bond | BND | -0.31% | -2.2% | -0.45% | -1.2% | -2.4% | -2.5% | -2.8% | 1.9% | 1.1% | 0.1% | 0.8% | -0.6% | 2.5% | 0.5% | 2.7% | 4.7% | 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% |
| International Developed | Japan | EWJ | Country | VEA | -0.93% | 20.8% | -1.58% | -0.9% | 2.9% | 1.9% | 5.7% | 11.0% | 5.5% | 4.3% | 0.9% | 24.7% | 18.9% | 9.0% | 10.7% | 9.8% | 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 | High Yield Corporate Bonds | JNK | Bond | BND | -0.20% | 6.3% | -0.06% | -0.8% | -0.2% | 0.0% | 2.6% | 4.1% | 2.3% | 1.1% | 0.7% | 10.5% | 16.2% | 11.2% | 13.1% | 15.5% | 16.8% | 16.3% | 21.9% | -5.4% | 10.3% | 13.4% | 25.0% | 5.8% | 16.5% | 28.0% | 4.5% | 13.1% | 20.5% | 0.0% | 0.0% |
| U.S. Stocks | U.S. Small Cap Value (Russell 2000 Value) | IWN | Size | VB | -0.53% | 21.5% | -1.07% | -2.9% | -2.9% | -2.9% | 3.7% | 17.5% | 9.6% | 2.9% | 4.2% | 27.2% | 19.9% | 10.5% | 12.2% | 13.3% | 14.5% | 9.7% | 17.3% | -12.9% | 30.1% | 7.2% | 24.9% | -11.3% | 10.1% | 35.2% | -5.4% | 6.6% | 37.7% | 0.0% | 0.0% |
| Alternatives | Business Development Companies | BIZD | Alternatives | JNK | -1.73% | 3.7% | 0.23% | -2.0% | -1.6% | -0.3% | 7.7% | 7.0% | 11.1% | -4.0% | 0.2% | 6.9% | 19.0% | 21.4% | 27.8% | 25.5% | 7.2% | 32.3% | 48.5% | 7.5% | 56.5% | 17.5% | 58.3% | 15.7% | 23.7% | 59.1% | 22.9% | 18.7% | 33.3% | 0.0% | 0.0% |
| International Developed | Hong Kong | EWH | Country | MCHI | -0.31% | 7.3% | -0.31% | -2.3% | -2.2% | -0.2% | -6.2% | -8.0% | 2.7% | -2.6% | -8.0% | 8.0% | 13.6% | 3.3% | 6.2% | 8.5% | 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 | Israel | EIS | Country | VEA | -0.49% | 14.1% | 0.84% | -1.0% | 3.0% | 3.3% | -7.8% | 4.7% | 12.7% | 5.3% | -11.8% | 34.8% | 34.0% | 13.9% | 12.6% | 11.1% | 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 | Italy | EWI | Country | VEA | -1.85% | 12.7% | -3.08% | -3.2% | -4.4% | -4.9% | 3.3% | 13.1% | 8.1% | 2.8% | 1.7% | 20.8% | 28.2% | 19.6% | 17.4% | 12.8% | 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 | Singapore | EWS | Country | VEA | -0.73% | 21.4% | -2.44% | -4.4% | -2.4% | 0.8% | 15.5% | 6.8% | 2.7% | 1.8% | 2.2% | 19.1% | 26.1% | 15.0% | 13.0% | 10.7% | 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% |
| International Developed | Switzerland | EWL | Country | VEA | -0.50% | 1.9% | -0.43% | -5.4% | -5.8% | -5.8% | -0.7% | 8.8% | 4.4% | 2.9% | 1.3% | 10.5% | 11.7% | 7.4% | 11.0% | 11.3% | 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% |
| International Developed | United Kingdom | EWU | Country | VEA | -1.42% | 9.0% | -1.40% | -2.9% | -2.6% | -2.1% | 2.8% | 2.7% | 3.5% | -0.5% | -0.3% | 17.0% | 17.8% | 14.0% | 11.7% | 11.1% | 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 | U.S. Growth Stocks | IWF | Style | IWD | 0.59% | 4.9% | 0.98% | 0.0% | 1.4% | 0.0% | 0.1% | 16.6% | 11.9% | 7.2% | -2.8% | 8.1% | 23.9% | 14.7% | 21.9% | 21.9% | 20.2% | 35.8% | 46.2% | -26.9% | 30.4% | 43.2% | 42.2% | 3.3% | 36.9% | 14.0% | 12.1% | 19.9% | 42.0% | 0.0% | 0.0% |
| U.S. Stocks | U.S. Dividend Stocks | SCHD | Regional | VTI | -0.62% | 24.8% | -1.29% | -4.0% | -3.3% | -0.1% | 6.9% | 4.2% | 4.5% | 1.3% | -1.7% | 27.1% | 20.1% | 17.6% | 23.6% | 24.7% | 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. Mid Size Stocks | VO | Size | VTI | -0.19% | 12.7% | -1.27% | -3.0% | -3.1% | -2.6% | 3.6% | 12.6% | 7.7% | 2.1% | 2.4% | 17.0% | 22.9% | 13.9% | 18.9% | 19.9% | 18.9% | 22.8% | 24.2% | -13.1% | 31.2% | 27.2% | 40.3% | -2.2% | 27.3% | 19.3% | 5.6% | 20.8% | 42.8% | 0.0% | 0.0% |
| Emerging Markets | All Emerging Countries | VWO | Regional | VEU | 0.54% | 12.7% | -0.19% | -1.2% | 0.4% | 0.5% | -0.1% | 10.6% | 9.0% | 1.6% | -0.2% | 13.9% | 18.1% | 8.0% | 10.2% | 8.3% | 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% |
| Broad | All Global Stocks | VT | Risk Exposure | BND | 0.09% | 13.7% | -0.36% | -1.5% | -0.4% | -0.4% | 3.0% | 13.9% | 9.3% | 4.6% | -0.4% | 18.3% | 20.5% | 11.9% | 14.4% | 13.9% | 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% |
| Broad | U.S. Bonds | BND | Risk Exposure | BND | -0.38% | -1.3% | -0.03% | -1.0% | -1.2% | -1.1% | -1.6% | 0.4% | -0.2% | 0.3% | 0.3% | -0.7% | 4.1% | 0.4% | 3.4% | 4.4% | 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% |
| U.S. Bonds | Short-Term Treasury Bonds | SCHO | Bond | BND | -0.08% | 0.5% | -0.12% | -0.5% | -0.6% | -0.4% | 0.0% | 0.0% | 0.2% | -0.2% | 0.0% | 1.7% | 7.3% | 5.4% | 5.1% | 4.0% | 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% |
| U.S. Bonds | National Muni Bonds | TFI | Bond | BND | -0.25% | -2.3% | -0.39% | -1.4% | -2.6% | -2.7% | -3.0% | 1.6% | 0.8% | 0.0% | 0.7% | -1.2% | 2.4% | -0.2% | 2.6% | 4.3% | 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% |
| U.S. Stocks | Industrials | VIS | Sector | VTI | 0.24% | 9.6% | -1.69% | -2.8% | -5.6% | -8.4% | -4.6% | 15.7% | 8.9% | 0.2% | 6.0% | 13.3% | 19.5% | 13.4% | 14.8% | 15.5% | 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% |
| U.S. Stocks | U.S. Retail | XRT | Industry | VTI | -0.95% | -3.4% | -3.25% | -5.4% | -5.4% | -8.7% | 0.7% | 9.3% | 6.6% | -2.1% | 4.7% | -5.7% | 11.1% | -0.4% | 9.3% | 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 | -1.01% | 11.0% | -1.62% | -3.0% | -2.2% | -2.2% | 2.8% | 8.6% | 5.3% | 2.4% | 0.7% | 16.7% | 17.3% | 10.3% | 11.8% | 11.2% | 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 | -0.96% | 7.2% | -1.99% | -0.4% | -0.4% | -3.1% | -18.9% | 12.3% | 13.5% | 13.5% | -12.8% | 17.9% | 5.5% | -3.2% | 10.0% | 7.5% | 47.0% | -25.7% | -19.9% | -4.7% | -23.4% | 142.8% | 46.8% | -6.6% | 25.0% | -13.4% | 6.5% | -1.6% | 53.5% | 0.0% | 0.0% |
| U.S. Stocks | Banks | KBE | Industry | XLF | -0.09% | 11.0% | -2.09% | -3.6% | -2.9% | -5.0% | 6.5% | 15.2% | 7.8% | -1.1% | 8.0% | 12.7% | 23.7% | 9.9% | 11.8% | 13.2% | 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 | -0.47% | 40.0% | -5.22% | -7.2% | -4.2% | 1.7% | -7.5% | -8.0% | 10.9% | -6.7% | -11.1% | 58.2% | 5.6% | 18.7% | 0.0% | -1.9% | 6.8% | -10.6% | 3.2% | 68.0% | 22.5% | -40.5% | -1.3% | -43.8% | -17.2% | 29.9% | -22.5% | -21.5% | 27.6% | 0.0% | 0.0% |
For analysis only. Not financial advice. See disclosure: Please see methodology and disclosure found on this link: https://app.box.com/s/pezt4j0s976nk38h1jqouy3h4mrwkbxn
Summary View
|
Quarter
April - June |
YTD* | 2025 | ||
|---|---|---|---|---|
|
Risk Markets |
Global Stocks (VT) | 13.9% | 13.7% | 22.4% |
| U.S. Bonds (BND) | 0.4% | -1.3% | 7.1% | |
|
Regional Markets |
U.S. Stocks (VTI) | 15.7% | 12.7% | 17.1% |
| International Markets (VEU) | 12.0% | 15.3% | 32.4% | |
| Developed Markets (VEA) | 11.8% | 15.6% | 35.2% | |
| Emerging Markets Stocks (VWO) | 10.6% | 12.7% | 25.6% | |
| Styles | U.S. Value Stocks (IWD) | 13.8% | 21.4% | 15.7% |
| U.S. Growth Stocks (IWF) | 16.6% | 4.9% | 20.2% | |
| Size | U.S. Large Cap (SPY) | 15.1% | 12.6% | 17.7% |
| U.S. Small Cap (VB) | 16.1% | 13.1% | 8.9% | |
| Alternatives | Gold (IAU) | -14.4% | 1.3% | 64.0% |
| Silver (SIVR) | -21.5% | -6.8% | 145.4% | |
| Crude Oil (CLUSD) | -16.4% | 122.5% | -9.0% | |
| U.S. Sectors - Best | Technology (VGT) | 37.2% | 31.2% | 26.3% |
| Industrials (VIS) | 15.7% | 9.6% | 18.9% | |
| U.S. Sectors - Worst | Energy (VDE) | -12.7% | 45.0% | 7.1% |
| Utilities (VPU) | -0.6% | -2.6% | 16.5% | |
Data Last Updated: Friday, September 18, 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
most recent full quarter: April
- June 2026
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- June
Regional
A key decision in allocating the equity portion of a portfolio is regional allocation.
Global Stock Market Regional Breakdown (Based on Internal Analysis)
U.S. vs International Stocks
Regional Stock Breakdown
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U.S. Sectors
All Sector Data
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Sector Summaries
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Emerging Markets
Emerging markets are economies in the process of rapid growth and industrialization, often characterized by developing infrastructure, evolving political systems, and expanding financial markets. In Vanguard FTSE Emerging Markets ETF (VWO), the top 10 emerging countries account for a significant portion of total market capitalization, with China, India, and Taiwan leading the allocation.
EM Data
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International Developed Markets
Developed markets are highly industrialized economies with established infrastructure, stable political systems, and mature financial markets. In Vanguard FTSE Developed Markets ETF (VEA), the top 10 developed countries account for roughly 80% of total market capitalization, with Japan, the UK, and Canada leading the allocation.
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U.S. Styles
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U.S. Size
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Bonds
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Commodities
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Absolute Return Analysis
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Relative Return Analysis
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Dynamic Plot of Returns Over Date Types
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