Global Equities, ranked by Total Return

for period ending April 30, 2025

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

Total Return is the total annual return over the last 1, 3, 5, 10, 15, and 20-year periods.

Note: Access to the sortable list for all years (including 3-, 5-, 10-, 15-, and 20-year metrics) is only available to paid subscribers. Subscribe to view the complete version of this Ingredient Summary page.

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

      Total Return   Downside Deviation
Ingredient Name ID Category YTD Apr 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 -6.3% 6.2% -12.4% * * * * *   15.6% * * * * *
New Zealand ENZL Asia and Australia -5.7% 1.3% -1.8% * * * * *   9.7% * * * * *
Philippines EPHE Asia and Australia 7.4% 6.3% 6.9% * * * * *   13.2% * * * * *
Australia EWA Asia and Australia 3.4% 5.2% 9.6% * * * * *   12.1% * * * * *
Hong Kong EWH Asia and Australia 5.2% 0.1% 13.9% * * * * *   9.8% * * * * *
Japan EWJ Asia and Australia 6.5% 4.2% 8.7% * * * * *   5.8% * * * * *
Malaysia EWM Asia and Australia -1.5% 4.7% 13.2% * * * * *   11.7% * * * * *
Singapore EWS Asia and Australia 11.4% 2.4% 35.2% * * * * *   5.1% * * * * *
Taiwan EWT Asia and Australia -8.3%   4.0% * * * * *   7.6% * * * * *
S Korea EWY Asia and Australia 10.4% 4.0% -8.7% * * * * *   11.6% * * * * *
India INDY Asia and Australia 4.1% 4.2% 4.9% * * * * *   8.8% * * * * *
China MCHI Asia and Australia 10.2% -5.0% 26.3% * * * * *   10.3% * * * * *
Thailand THD Asia and Australia -9.3% 5.5% -1.4% * * * * *   12.4% * * * * *
Vietnam VNM Asia and Australia 5.1% -3.3% -1.0% * * * * *   8.8% * * * * *
Poland EPOL Europe 41.3% 5.2% 32.4% * * * * *   11.8% * * * * *
Sweden EWD Europe 16.9% 3.7% 15.5% * * * * *   11.5% * * * * *
Germany EWG Europe 24.1% 6.5% 32.8% * * * * *   6.8% * * * * *
Italy EWI Europe 22.9% 4.5% 25.9% * * * * *   9.2% * * * * *
Belgium EWK Europe 15.5% 7.1% 17.5% * * * * *   9.0% * * * * *
Switzerland EWL Europe 17.2% 4.0% 21.2% * * * * *   9.1% * * * * *
Netherlands EWN Europe 9.8% 4.5% 4.3% * * * * *   9.4% * * * * *
Austria EWO Europe 25.8% 5.0% 29.2% * * * * *   8.7% * * * * *
Spain EWP Europe 30.8% 6.7% 35.4% * * * * *   10.9% * * * * *
France EWQ Europe 14.4% 3.1% 5.7% * * * * *   11.2% * * * * *
UK EWU Europe 12.4% 1.7% 14.3% * * * * *   7.2% * * * * *
EMU EZU Europe 18.1% 4.6% 16.3% * * * * *   8.8% * * * * *
Greece GREK Europe 27.7% 5.4% 28.2% * * * * *   11.8% * * * * *
Norway NORW Europe 14.2% -1.1% 16.0% * * * * *   7.8% * * * * *
Israel EIS Mideast and Africa 1.7% 5.4% 34.8% * * * * *   8.4% * * * * *
S Africa EZA Mideast and Africa 18.2% 2.9% 32.1% * * * * *   10.8% * * * * *
Turkey TUR Mideast and Africa -14.5% -6.6% -22.5% * * * * *   13.5% * * * * *
Canada EWC North America 5.3% 4.2% 17.6% * * * * *   7.5% * * * * *
Mexico EWW North America 21.7% 11.8% -9.5% * * * * *   13.9% * * * * *
US Equity: Russell 3000 SPTM North America -5.4% -1.0% 10.9% * * * * *   7.3% * * * * *
Argentina ARGT South America 3.7% 6.1% 51.5% * * * * *   15.6% * * * * *
Chile ECH South America 24.3% 4.4% 20.0% * * * * *   10.4% * * * * *
Peru EPU South America 11.9% 1.0% 14.7% * * * * *   8.8% * * * * *
Brazil EWZ South America 20.1% 4.6% -5.9% * * * * *   14.7% * * * * *
Strategic 60-40 Portfolio s.6040 Benchmark -2.1% -0.3% 10.0% * * * * *   5.0% * * * * *