Global Equities, ranked by Sortino

for period ending August 31, 2026

More ways to view this list of Portfolio Ingredients:
Ingredient Summary Page (Total Return with Maximum Drawdown Scatterplots)
by Return: Total Return (1, 3, 5, 10, 15, 20 years), Historical Return (past 5 years)
by Risk vs. Return: Risk vs. Return Compass, M-Squared, Alpha, Sharpe Ratio, Sortino Ratio, Treynor Ratio
by Volatility / Risk: Maximum Drawdown, Standard Deviation, Downside Deviation, Beta
by Peer Group: Global Asset Classes, Global Equities, Global Sectors

Sortino is a measure of risk-adjusted return that uses downside deviation and average returns. Higher is better.

Portfolio Ingredients: Global Equities Peer Group
Sort by any column by clicking on the gray column heading.

      Sortino   Total Return, annualized
Ingredient Name ID Category 1 year 3 year 5 year 10 year 15 year 20 year   1 year 3 year 5 year 10 year 15 year 20 year
    Group average  
 
Indonesia EIDO Asia and Australia -1.32 -0.96 -0.61 -0.28 -0.19     -26.0% -14.8% -6.8% -4.5% -4.1%  
New Zealand ENZL Asia and Australia 0.60 0.12 -0.40 0.15 0.47     9.7% 4.6% -3.2% 3.1% 6.3%  
Philippines EPHE Asia and Australia -0.59 -0.09 -0.31 -0.27 0.07     -6.7% 1.6% -2.6% -3.4% 0.9%  
Australia EWA Asia and Australia 1.17 1.05 0.33 0.54 0.42 0.44   14.3% 14.4% 7.3% 8.4% 6.0% 6.4%
Hong Kong EWH Asia and Australia 1.04 0.89 -0.04 0.26 0.38 0.43   13.6% 13.1% 1.5% 4.4% 5.2% 5.8%
Japan EWJ Asia and Australia 2.46 1.87 0.56 0.74 0.74 0.36   27.8% 19.3% 9.6% 9.1% 8.1% 4.6%
Malaysia EWM Asia and Australia 2.37 1.22 0.13 0.07 0.03 0.37   18.4% 13.7% 4.8% 2.5% 1.0% 4.7%
Singapore EWS Asia and Australia 8.41 4.03 0.99 0.69 0.47 0.54   26.8% 28.1% 13.5% 9.6% 6.1% 7.5%
Taiwan EWT Asia and Australia 5.04 3.37 1.14 1.40 1.12 0.85   92.1% 40.6% 18.8% 19.2% 14.1% 11.8%
S Korea EWY Asia and Australia 3.70 2.04 0.90 0.86 0.68 0.59   156.0% 46.0% 18.3% 14.5% 9.9% 8.7%
India INDY Asia and Australia -0.82 -0.18 -0.30 0.37 0.39     -7.0% 1.9% 0.7% 6.0% 5.4%  
China MCHI Asia and Australia -0.91 0.60 -0.19 0.22 0.26     -9.1% 9.6% -2.8% 3.5% 3.4%  
Thailand THD Asia and Australia 3.03 0.22 -0.09 0.13 0.26     31.1% 5.1% 1.3% 2.4% 3.4%  
Vietnam VNM Asia and Australia -0.23 0.39 -0.09 0.18 0.14     -1.1% 8.0% -0.4% 3.1% 1.2%  
Poland EPOL Europe 5.45 3.20 0.89 0.71 0.40     44.9% 38.5% 18.0% 12.4% 5.6%  
Sweden EWD Europe 1.32 1.53 0.22 0.63 0.61 0.51   19.3% 20.9% 5.6% 9.9% 8.3% 7.3%
Germany EWG Europe 0.43 1.53 0.35 0.51 0.56 0.41   7.7% 19.0% 7.5% 7.9% 7.6% 5.7%
Italy EWI Europe 2.86 3.00 1.15 0.95 0.63 0.27   26.0% 29.0% 17.9% 14.4% 9.0% 3.5%
Belgium EWK Europe 1.91 1.50 0.33 0.45 0.67 0.28   21.4% 17.3% 7.2% 6.9% 8.3% 3.9%
Switzerland EWL Europe 1.18 0.95 0.27 0.78 0.77 0.60   15.5% 13.0% 6.4% 9.8% 8.7% 7.4%
Netherlands EWN Europe 2.78 1.65 0.37 0.90 0.89 0.55   35.1% 21.8% 7.8% 13.1% 11.5% 7.9%
Austria EWO Europe 5.30 4.25 1.01 0.93 0.64 0.36   45.8% 36.2% 17.2% 14.9% 9.3% 5.1%
Spain EWP Europe 4.98 3.64 1.48 0.85 0.57 0.41   34.7% 34.2% 21.1% 12.4% 7.7% 5.7%
France EWQ Europe 0.76 0.63 0.32 0.66 0.59 0.35   10.8% 10.0% 7.0% 9.6% 7.8% 4.9%
UK EWU Europe 2.34 2.23 0.82 0.59 0.54 0.33   20.6% 19.3% 12.3% 8.4% 6.7% 4.5%
EMU EZU Europe 1.83 1.70 0.53 0.71 0.64 0.37   21.1% 19.5% 9.9% 10.3% 8.3% 5.1%
Greece GREK Europe 2.58 2.51 1.72 1.01       36.0% 35.3% 27.6% 17.5%    
Norway NORW Europe 2.46 1.88 0.48 0.61 0.41     35.9% 22.8% 10.0% 10.2% 5.8%  
Israel EIS Mideast and Africa 2.11 2.09 0.68 0.71 0.63     31.6% 32.5% 12.9% 11.1% 8.6%  
S Africa EZA Mideast and Africa 1.51 1.77 0.60 0.46 0.32 0.42   31.8% 28.7% 12.4% 8.1% 4.5% 6.0%
Turkey TUR Mideast and Africa 1.20 0.20 0.79 0.27 0.20     16.9% 4.7% 14.2% 3.3% 1.1%  
Canada EWC North America 3.57 2.48 0.79 0.83 0.55 0.49   27.6% 23.3% 12.7% 11.6% 7.2% 6.8%
Mexico EWW North America 2.71 0.70 0.72 0.41 0.30 0.38   28.1% 11.4% 12.1% 7.1% 4.2% 5.4%
SPDR S&P 1500 SPTM North America 2.86 2.24 0.80 1.23 1.42 0.95   20.1% 20.4% 12.4% 15.0% 14.8% 11.2%
Argentina ARGT South America 1.21 1.62 1.23 0.90 0.65     19.3% 27.4% 22.8% 16.8% 10.5%  
Chile ECH South America 2.00 0.99 0.58 0.26 0.02     25.8% 15.7% 11.9% 4.1% -0.9%  
Peru EPU South America 3.94 3.50 1.99 0.89 0.58     73.7% 47.5% 33.4% 14.8% 8.4%  
Brazil EWZ South America 2.09 0.69 0.38 0.38 0.17 0.33   27.2% 11.5% 7.8% 6.0% 0.3% 3.8%
Strategic 60-40 Portfolio s.6040 Benchmark 2.08 1.72 0.35 0.95 1.23 0.95   12.7% 13.9% 6.9% 9.5% 9.7% 8.2%