FTSE Norway 30 ETF

for period ending April 30, 2025



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  Overview

NORW is the Ingredient ID for this portfolio ingredient

This Ingredient ID appears in the scatterplots and comparisons below.

Portfolio Ingredient Provider   Global X Funds (www.globalxfunds.com)

Description   FTSE Norway 30 ETF gives investors access to an equity portfolio that uses stocks from a specific country or region. This portfolio ingredient is an exchange-traded fund and can be used as part of an overall asset allocation or as part of a portfolio recipe.

Category   Global Equities, Europe

Peer Group   Global Equities. See How to Invest, below. You can see how this portfolio ingredient has performed compared to its peers by clicking on any "Rank: Group" link in the Compare sections, below.

Methodology   This portfolio is an exchange-traded fund and its holdings are determined by the fund's manager, Global X Funds. The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI Norway IMI 25/50 Index. The fund invests at least 80% of its total assets in the securities of the underlying index and in American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs") based on the securities in the underlying index. The underlying index is designed to measure broad-based equity market performance in Norway. The fund is non-diversified. You may consult www.globalxfunds.com for details on how this manager chooses particular assets for inclusion in this fund.

Cost




  How to Invest

You can invest in this portfolio ingredient by buying the ticker symbol "NORW" at your favorite brokerage. See below for the full set of risk and return metrics for this portfolio ingredient. For portfolio recipes that combine multiple ingredients into optimized portfolios that minimize risk and maximize return, visit www.RecipeInvesting.com. Upgrade your subscription for full access. Only $15 per month. Cancel anytime.




  How to Rebalance

You do not need to adjust the composition of this portfolio. While the underlying assets in this portfolio may change, the portfolio manager handles the details of buying and selling the underlying ingredients.




  Compare: Total Return

for period ending April 30, 2025

5-year graph

NORW Global equities (ACWI) U.S. equities (SPY) U.S. bonds (BND) 60% Equity / 40% Bonds (s.6040)
Total Return (Compound Annual Growth Rate)
  YTD      1 year 3 year 5 year 10 year 15 year 20 year
NORW 14.2% -1.1% 16.0% 2.1% 12.2% 3.5%    
Peer Group* average
60% Equity / 40% Bonds -2.1% -0.3% 10.0% 7.7% 8.7% 7.7% 8.6% 7.6%
Global Equities (ACWI) -0.4% 0.5% 12.0% 10.4% 13.2% 8.8% 9.0%  
U.S. Equities (SPY) -5.1% -0.9% 11.9% 12.0% 15.5% 12.2% 12.9% 10.2%
U.S. Bonds (BND) 3.2% 0.4% 7.9% 1.9% -0.7% 1.5% 2.3% 3.1%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Ingredients Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
EIDO -6.3311688311688% 6.19631901840489% -12.3753268138352% -8.72098192804481% 3.95637203674777% -1.44646632734485% 0% 0%
ENZL -5.68835768038954% 1.25950570342206% -1.78130756442427% -3.00372466188044% -0.584933187396475% 3.58162963425239% 0% 0%
EPHE 7.4310827007591% 6.28458498023716% 6.88601600640197% -0.316442686850738% 3.81181050938755% -2.89032190295723% 0% 0%
EWA 3.39480301760269% 5.24744027303754% 9.56755279727917% 4.3627302520842% 12.014282024227% 5.00961731126828% 4.90219862117094% 6.57394115245489%
EWH 5.16206482593038% 0.0571102227298503% 13.9235544834522% -2.85339730383889% -0.45707986639697% 0.132712335146801% 3.93955037356271% 5.03424727706652%
EWJ 6.45305514157974% 4.18611435239207% 8.65516286052015% 10.0807141719406% 8.55155976510515% 5.10257126199474% 5.40678495769302% 4.35439697321081%
EWM -1.46759070525887% 4.72270363951475% 13.2035911865377% 2.47971595741368% 4.28965115858493% -1.2819870241971% 1.02744725739754% 4.47499040055357%
EWS 11.350114416476% 2.39898989898988% 35.1641356472825% 12.569456888405% 10.3986144921696% 3.07164273290723% 4.20971329255673% 6.73844846005576%
EWT -8.26893353941268% 0% 3.96901697708367% 3.95078421198396% 12.169528998873% 8.66671415504374% 8.37851553612952% 7.64979541660411%
EWY 10.4146197681273% 3.97853441894893% -8.72065789423436% -3.5599748120029% 3.57543747421547% 1.06253243024375% 2.18301471599973% 4.54197027630125%
INDY 4.09126671911881% 4.23478432144968% 4.869637132541% 7.23056797275825% 15.6624415841477% 7.55974940555331% 5.82798549245906% 0%
MCHI 10.2432778489116% -5.03676470588236% 26.2633982659333% 3.43767880149342% -1.00478668036568% -0.0734878118889282% 0% 0%
THD -9.29847782925215% 5.50423402617397% -1.42794468815872% -7.07770038655356% -0.542639716042759% -0.917970736679674% 3.93429786979145% 0%
VNM 5.13937282229966% -3.28525641025641% -1.02501025010249% -8.99303402428085% 0.808921314838162% -2.36164146339543% -3.43941698934067% 0%
EPOL 41.2553905126976% 5.24812566940378% 32.4433150964676% 27.8529770390378% 17.9475832375881% 3.89306193453336% 0% 0%
EWD 16.903294937048% 3.70722433460076% 15.5071335479395% 9.37313029711804% 12.8031848252289% 6.0183428129357% 6.90181069249043% 7.35842920506709%
EWG 24.1043368950346% 6.49946062567424% 32.8432604380527% 18.0918006840188% 13.7762116901715% 5.45908282436618% 6.63753463980716% 6.65016839261101%
EWI 22.9079788712816% 4.46597353497165% 25.852445303454% 22.0641344868451% 19.794007041948% 7.22379593443645% 5.04438804093954% 2.704203039423%
EWK 15.4720734695939% 7.06931355940799% 17.4630558180459% 6.33273238918166% 9.0475635790366% 4.45915371493113% 6.53471168737196% 3.7833250659473%
EWL 17.1888598781549% 3.99691060050202% 21.2297946402884% 7.30540262877915% 9.98975454222952% 6.8019371164896% 8.48079611319001% 8.06658532440854%
EWN 9.79995504607778% 4.53670019259578% 4.31159444497939% 10.4181290392144% 13.1386581182942% 8.49215120057332% 8.22023836184407% 0%
EWO 25.7618679714997% 4.97611464968153% 29.2262892619451% 15.4459936235409% 17.680743300009% 8.13033442039361% 5.11296639331316% 3.99899427435533%
EWP 30.7568438003221% 6.67367314766159% 35.3833151054272% 22.2444090598293% 17.8121238006885% 4.60420789726561% 4.27990269476142% 4.87356515750617%
EWQ 14.38127090301% 3.11557788944725% 5.66313447080002% 10.9024852923546% 14.0520652909873% 6.97655407748501% 6.63723356673984% 5.63129860654485%
EWU 12.3893805309734% 1.68134507606086% 14.2983906137088% 9.78866811555603% 12.6764663956354% 3.88679471185056% 5.19883853811662% 4.19466244991606%
EZU 18.0508474576271% 4.63849765258215% 16.264099735954% 14.6458025920825% 14.1687150088144% 6.14029622776917% 6.10573121265212% 5.2003271401059%
GREK 27.6617684970354% 5.42899723227592% 28.1724162610381% 27.9364030468221% 25.2506056206657% 5.55318682404371% 0% 0%
NORW 14.1720633109924% -1.12435424354244% 15.9502640524093% 2.14788466001654% 12.2059686813989% 3.51209008205837% 0% 0%
EIS 1.70668397144711% 5.3859601936525% 34.8296868153664% 5.84355942564168% 10.5045354844323% 5.82483002743361% 4.32495749906219% 0%
EZA 18.1579575280363% 2.8880116351548% 32.0550024982708% 5.70890004115661% 14.3474240398251% 0.982050570760862% 2.71886954359715% 5.48716525269821%
TUR -14.4729503625209% -6.55088360755637% -22.4574819436005% 14.7298975606262% 11.6765789908777% -1.46659192907667% -2.106608519777% 0%
EWC 5.33498759305213% 4.17177914110429% 17.6247570790623% 7.04516555596459% 14.3005849523545% 6.11257538534637% 4.98663586938648% 6.8133655021108%
EWW 21.6787697565143% 11.7935635792779% -9.47135062299309% 8.31727670798812% 17.3720213894218% 2.19304790068708% 2.60637518928601% 6.58753612383223%
SPTM -5.42205793414525% -0.985149242758421% 10.9209130113351% 11.5262237239086% 15.3811686132017% 11.8598040125972% 12.6084290157183% 10.2344464050616%
ARGT 3.66517479133908% 6.10375139284389% 51.523283972549% 42.0901138214768% 38.5546858063278% 15.8639566441382% 0% 0%
ECH 24.3210862619809% 4.39302481556003% 20.011958847854% 12.1126923180508% 8.46058656157764% -0.150136505716625% -1.57473426536489% 0%
EPU 11.9146324501549% 1.00250626566416% 14.7344702311783% 17.3564766392722% 16.6078006463115% 7.05238965791111% 4.66226254175786% 0%
EWZ 20.1243891603732% 4.60348162475821% -5.9025465934802% 2.09626021196361% 9.51023663669317% 1.99731849815143% -2.23605272761336% 5.13493725951788%
Historical Return
 
NORW 2.6% 18.6% -12.6% 5.1% -2.5%
Peer Group* average
60% Equity / 40% Bonds 16.4% 14.0% -16.7% 17.5% 14.4%
Global Equities (ACWI) 16.3% 18.7% -18.4% 22.3% 17.5%
U.S. Equities (SPY) 18.4% 28.7% -18.2% 26.2% 24.9%
U.S. Bonds (BND) 7.7% -1.9% -13.1% 5.4% 1.4%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Ingredients Rank: All Rank: All Rank: All Rank: All Rank: All
EIDO -7.1370120837275% -0.601366323471475% -0.159115997018144% 2.56987297379807% -12.9490296615782%
ENZL 19.2313761504698% -11.3811349577622% -16.1795937287134% 2.96014467323324% -4.86603381167585%
EPHE -3.94077350311066% -2.22539573623151% -15.8737197891641% 1.27134070386119% -1.38782985690403%
EWA 8.26548924547703% 8.95035287652579% -5.92071938319786% 13.8374650093717% 1.61633552940474%
EWH 4.18725441840027% -3.47965873763993% -6.80691225617256% -13.8242903026459% 0.036610317928587%
EWJ 15.409364464848% 1.16503083940074% -17.7229786650309% 20.3002937043169% 7.04951628448225%
EWM 3.16636500777123% -7.40618838465441% -6.00212045923264% -3.60199110937089% 19.4852898418701%
EWS -8.48812202616375% 5.55802427521443% -9.80288556411557% 6.20667458251687% 22.1006547776224%
EWT 31.5022545574496% 28.9445447347456% -28.8982676038929% 24.4848126180483% 16.1235533506537%
EWY 39.4383153551619% -7.55947408280722% -26.5891383326166% 19.0581243947996% -20.4590373092894%
INDY 10.0122442529701% 19.5473257564212% -7.31296691882432% 16.8822592482137% 3.46847825276879%
MCHI 27.7838195270677% -21.7327830701484% -22.7642710301429% -11.2325477495887% 17.7083555584408%
THD -9.86556970117346% 1.85245735118427% 1.22103248435226% -12.6192203640113% -2.18012989560772%
VNM 9.83579943037776% 22.0486082978499% -43.7428518586273% 15.05791488482% -11.1455108359133%
EPOL -8.36886025577675% 12.2176889469703% -24.6172345602251% 50.7898017506914% -2.47137702269681%
EWD 22.2612159226546% 22.8630526459482% -27.8444990585693% 25.0995569419867% -3.89786408670704%
EWG 10.5638043058162% 5.84010185589661% -22.2663433040249% 23.3452183360074% 9.81768114856214%
EWI 1.67356254423512% 14.4121027627441% -14.1593013986793% 30.6548062165143% 10.3024357491133%
EWK -0.862723785695862% 12.8517668981469% -13.9600189899799% 7.48483333755678% 0.176007519250443%
EWL 11.7869941666805% 20.1938017748866% -18.8922991269075% 17.6678372679907% -2.78824414790945%
EWN 23.2257613303791% 22.7401745801964% -24.4288381461311% 22.0949711677608% 1.68544088155527%
EWO -3.68400461617667% 31.5372591434171% -21.9304404095059% 20.6304637416666% 4.13368622828685%
EWP -4.85369000891213% 0.268415847613435% -5.1787255895102% 30.2865548628205% 5.76994373767712%
EWQ 2.85239160526263% 21.4728739940749% -12.0469753935533% 21.7163867593406% -5.59430165176772%
EWU -11.8045068614162% 18.2235913646434% -4.39403789099337% 12.4189361579772% 6.77580364644683%
EZU 6.66561654144979% 13.9353035106812% -17.2424753360999% 23.4353608715804% 2.26481831785785%
GREK -13.9080490845131% 6.15871454338597% 3.63647816505532% 42.7515515262799% 9.5322003197597%
NORW 2.61148640939508% 18.5652564979858% -12.5506507565636% 5.05261757911113% -2.52797859586975%
EIS 12.0114677259749% 22.8428623515418% -27.0558935057172% 5.48526306893995% 34.4787736179802%
EZA -5.19108396411971% 7.91687912062649% -5.17761579437099% 1.52206964736277% 7.29523512180941%
TUR -1.85762849233754% -27.4791523746312% 105.750536890083% -8.81555424887528% 12.9090975237458%
EWC 5.52117105281553% 27.0007877315337% -12.9531944438606% 14.7453418933418% 12.3979671149244%
EWW -3.05421886308641% 20.304386399111% 1.23980750151178% 40.3579981867868% -28.1990732679033%
SPTM 17.9635581485433% 28.5820224634963% -17.7540615755163% 25.5506671986013% 23.8665724023697%
ARGT 14.5712098105721% 3.82496999677782% 11.8025070446303% 53.686776683117% 63.4759288989117%
ECH -8.89018153121168% -19.7140834143362% 25.1178232542317% 9.03130887973857% -8.63330753027664%
EPU -4.30829622016265% -11.8249696264587% 2.05025746064413% 25.3484886383478% 21.7830658326384%
EWZ -20.3272306998449% -17.275707145832% 12.0910724807815% 32.7101861220412% -30.4724334447642%



  Compare: Risk vs. Return

for period ending April 30, 2025

Note: In this Free plan, you can view every risk‑and-return metric for this Portfolio Recipe.Upgrade to an Investor or Pro plan to unlock the interactive scatterplots.

Maximum Drawdown vs. Annual Return
NORW Peer group All other ingredients S&P 500 (SPY) U.S. Bonds (BND) Balanced (60% Equity / 40% Bonds)
Downside Deviation vs. Annual Return
NORW Peer group All other ingredients S&P 500 (SPY) U.S. Bonds (BND) Balanced (60% Equity / 40% Bonds)
Standard Deviation vs. Annual Return
NORW Peer group All other ingredients S&P 500 (SPY) U.S. Bonds (BND) Balanced (60% Equity / 40% Bonds)
 
Risk vs. Return Compass*
  1 year 3 year 5 year 10 year 15 year 20 year
NORW risk vs. 60/40 Worse Worse Worse Worse
NORW return vs. 60/40 Better Worse Better Worse
Risk-Return Quadrant
NE SE NE SE
Risk-Return Direction 26° 124° 67° 116°
Risk-Return Magnitude 6.6 10.0 9.0 9.7
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Ingredients Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
M-squared
  1 year 3 year 5 year 10 year 15 year 20 year
NORW 0.0% -9.0% -5.9% -9.1%    
Peer Group* average
60% Equity / 40% Bonds 0.1% -3.6% -4.8% -2.0% -0.7% 0.4%
Global Equities (ACWI) 2.0% -1.4% -1.8% -3.2% -4.0%  
U.S. Equities (SPY) 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
U.S. Bonds (BND) 0.3% -14.6% -22.7% -12.3% -8.7% -4.1%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Ingredients Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
EIDO -16.2903267452848% -20.103918949503% -11.5991859694488% -12.5320417772301% 0% 0%
ENZL -12.4919635590952% -13.6820720332895% -15.3272466282344% -8.86859725986742% 0% 0%
EPHE -5.93545617817919% -10.8383618711531% -11.738551689601% -13.9785878813605% 0% 0%
EWA -3.75174173648169% -7.39316610389836% -5.39366134030198% -7.76186183888132% -8.96572332630666% -5.2069884355715%
EWH -2.070646897761% -11.9785821272395% -14.8898403601692% -11.5913637522085% -9.5225293017133% -6.05923868016554%
EWJ -2.08713175646544% -1.60392355749777% -6.38662989673863% -6.76020837009374% -7.3743666162921% -5.89588872527556%
EWM -1.51042746701158% -9.52808719582462% -11.1910719531888% -13.3350696369675% -11.7999889507148% -6.02327899130611%
EWS 25.7253174221951% 0.503921284067979% -5.15879448376586% -9.25538517105454% -9.20311070363078% -4.90817764774651%
EWT -7.82251672414523% -7.6528897021306% -5.19438418463057% -4.76161771026628% -6.01210141418538% -4.3492779937097%
EWY -16.645017351202% -11.9987936873569% -11.9355349958044% -10.7441266980243% -10.9166736874529% -6.82717017983922%
INDY -7.04047722436141% -4.37028700257467% 1.7612454926227% -5.47284417461903% -8.37731029229319% 0%
MCHI 2.2244347372969% -7.5287036911375% -14.5359576477703% -11.376194395553% 0% 0%
THD -10.4639745097178% -17.0991669285645% -15.1124572382203% -12.4050695262047% -9.67793004274227% 0%
VNM -12.5054794065928% -15.5815360851565% -13.843567697438% -13.1139132357031% -14.3341322025631% 0%
EPOL 7.52541213876846% 5.44314927927396% -4.71553995674299% -9.04304159917727% 0% 0%
EWD -0.601252752490428% -3.97038187171803% -5.64116954876939% -7.11228987756542% -7.65274469914733% -4.7600597904701%
EWG 16.7110826831386% 2.62463980589397% -4.43229841429345% -7.50408993168594% -7.80324398296649% -5.14280312422999%
EWI 9.29391743395702% 5.78368018082281% -0.452259706794409% -6.49588547758559% -9.2338111576852% -7.84472177391658%
EWK 2.98170140247037% -5.77652459467885% -7.25587005955874% -8.03106304434223% -7.29670363099373% -6.95505074161807%
EWL 4.69604693105214% -4.85660188193415% -5.76618986322872% -5.19610332334088% -4.61848697962899% -2.50003518506365%
EWN -7.50621270170367% -3.05805720129248% -4.91065321536583% -4.96078009216219% -6.38734883359549% 0%
EWO 11.4415385123805% 0.85177003570184% -2.22923049395241% -5.96319371124834% -9.13432585452894% -7.14269485440484%
EWP 12.5011423357978% 6.23908950473057% -1.76709330225776% -8.25942102025622% -9.68294031841222% -6.51188902306371%
EWQ -6.47405092580856% -2.24713345080313% -3.77499144947714% -6.08891284453262% -7.63766400472172% -5.6549647794271%
EWU 2.45338210469949% -2.18437165690936% -2.58425284065043% -8.37510118727081% -8.11320344475256% -6.33648622948893%
EZU 2.37861825640619% 0.630875461493503% -3.64702611295131% -6.78286322923331% -8.02691434451803% -6.00043492267458%
GREK 7.46157800184853% 9.72763483098973% 2.11660520051516% -8.10034812148256% 0% 0%
NORW 0.0303897463674616% -8.95746314819829% -5.87312265422793% -9.05582830089113% 0% 0%
EIS 16.3078453552511% -6.27914007357474% -6.41595709185414% -7.0896179346435% -9.20251252201728% 0%
EZA 11.5135443666594% -6.38418164191746% -4.45725871564998% -10.7031003013998% -10.628004901884% -6.30704683238776%
TUR -23.4481547292961% -1.93064815675885% -8.05206695168333% -11.6737243847518% -12.9991594033041% 0%
EWC 4.73175801587363% -5.122382904883% -2.07295875967738% -6.58184798551992% -8.39317217497331% -4.63857393155584%
EWW -15.107148049774% -4.56501267019521% -2.32224769423466% -9.97982439026193% -10.6392259511878% -5.4570386993604%
SPTM -1.08536768801746% -0.566321528572771% -0.129437971367782% -0.509364724405694% -0.458179219271067% -0.190375265311889%
ARGT 13.9293303569935% 12.1305593821583% 5.81457865301448% -3.48474420868029% 0% 0%
ECH 3.83662403717376% -2.33672401458543% -8.94163243026873% -11.3502452116728% -13.1419941994672% 0%
EPU 0.651703649636231% 2.27949398392328% -3.13798042705413% -6.96597059990738% -9.44744052810915% 0%
EWZ -12.3296865074083% -8.67328286767944% -8.68323179808017% -10.0529847663197% -13.0599389034979% -6.89298502578631%
Alpha
  1 year 3 year 5 year 10 year 15 year 20 year
NORW 9.9% -9.0% -3.2% -8.9%    
Peer Group* average
60% Equity / 40% Bonds 0.2% -2.6% -3.3% -1.2% -0.3% 0.4%
Global Equities (ACWI) 1.9% -1.2% -1.4% -2.8% -3.7%  
U.S. Equities (SPY) 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
U.S. Bonds (BND) 1.9% -5.6% -7.2% -2.2% -0.2% 0.7%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Ingredients Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
EIDO -16.4853830155341% -17.3399809976802% -6.02551050928169% -11.4082517804106% 0% 0%
ENZL -11.6369134609732% -14.5420265037142% -14.7887857109163% -7.51707068667506% 0% 0%
EPHE 7.02990499976341% -10.7537065653941% -6.88876320722617% -11.6569875112239% 0% 0%
EWA -1.89193546296219% -8.24383602389808% -4.02892672798878% -7.46394607679654% -9.2914367270861% -5.21765452105284%
EWH 8.28723764466395% -10.3540347002599% -8.8609743106397% -8.21764217747143% -5.51982100698508% -3.7285513622756%
EWJ 1.9870134106452% -0.439819800911316% -2.95115401683054% -4.10438392597413% -3.97859062036285% -3.5427872321913%
EWM 6.08420278060968% -6.61748589106373% -5.83103551191819% -8.80157767398561% -7.23044511102536% -2.69863863924982%
EWS 27.2965962106338% 3.00473996579654% -0.876900222904286% -7.31933011624623% -7.10645311563334% -3.68614581558012%
EWT -5.47143206060897% -7.79171518148739% -1.52527313182237% -1.99961478856829% -3.49230053824579% -2.75769536713405%
EWY -15.5129762645813% -17.4321980277634% -13.2246342643508% -11.6284084000076% -11.8410965414989% -7.79959584056552%
INDY 0.439091761760536% -1.41324164879782% 6.15645854938853% -1.43683701307578% -4.78402497198528% 0%
MCHI 21.660579328955% -3.95223597481465% -7.91786790644458% -8.15470837260176% 0% 0%
THD -7.82485915695567% -15.8911082633906% -11.6386461543092% -10.6475955848868% -6.55670388651276% 0%
VNM -5.69494666454981% -20.654839215188% -13.4971042914218% -14.3265758192769% -15.9364314097145% 0%
EPOL 29.5127379451303% 15.9583412277905% -0.438792368812296% -9.49046803039871% 0% 0%
EWD 7.01587544745566% -3.58708960834317% -4.71371339668154% -6.67504871805916% -7.89102448908947% -4.8492846208246%
EWG 27.3415614054602% 5.80400589790842% -2.37643183038255% -7.25963678452366% -8.10298031668187% -5.499283068205%
EWI 23.2674173638195% 10.5343361635727% 4.21927453558486% -4.79589839167971% -9.46491383434189% -9.14456243646102%
EWK 13.388560402168% -3.50605346424351% -4.2212577888825% -6.44804757855454% -5.75286388414839% -7.12200652086612%
EWL 13.6196327973363% -3.32364240135757% -3.29976559642317% -2.83038110333318% -2.0816793025387% -0.756707756858119%
EWN -2.74664098360837% -2.52027643717437% -3.80541347348261% -4.11548106554221% -6.16304978917642% 0%
EWO 26.6613195720681% 4.68198455222675% 3.36947444539719% -4.38965310302993% -9.69341771782596% -8.89697890329688%
EWP 32.6863443980552% 11.8844614138261% 4.24456428916975% -6.27433924508893% -9.07858733140426% -6.0658288362578%
EWQ 1.43842142137698% -0.623666426417812% -1.29096003323453% -4.83102542689636% -7.27376815451987% -5.76096327014978%
EWU 7.75827501021726% -0.228068521473821% 0.825223365794345% -6.32138434353038% -6.56158177406935% -5.56689391658125%
EZU 11.4771771745624% 2.81822790170567% -1.4919687549371% -5.92961644227041% -8.04374944006227% -6.49595886933384%
GREK 28.340523008164% 18.0885899845078% 11.7222716955136% -6.86432424745369% 0% 0%
NORW 9.93417483720544% -8.95241460535066% -3.20997137303335% -8.91902146440979% 0% 0%
EIS 24.4385176527367% -6.78035891426702% -4.90298472238936% -6.76388119740008% -8.99351244323973% 0%
EZA 27.9384048567788% -5.01321293412386% 1.96106138321021% -10.787964074046% -10.1797439071716% -5.75416830935411%
TUR -34.2647544362051% 7.08432053594256% 3.19982462005835% -10.0456820837477% -12.2902898272303% 0%
EWC 8.33864575610203% -4.64107515958288% -0.492470427697954% -5.76577629256695% -7.71641226120403% -4.09895742520245%
EWW -10.2260534375466% -2.2838343649476% 3.39620199193293% -9.12703538972202% -9.99355385061212% -4.6454523063129%
SPTM -1.08857724246453% -0.563577996691548% -0.113101269456367% -0.488555321061057% -0.426520458379885% -0.119921307441491%
ARGT 40.2359967835227% 28.7292301762195% 20.4718924466341% 1.12835210698882% 0% 0%
ECH 15.7687376176881% 0.733502149375009% -3.8039234485537% -10.772825594873% -13.1550436884795% 0%
EPU 11.7764846507755% 6.71742657448277% 3.92132817446284% -4.07268717200888% -6.56569087781487% 0%
EWZ -7.6211470721072% -8.61929601580436% -4.45097988877025% -9.89683846353333% -16.3797888650252% -7.02541640664544%
Sharpe
  1 year 3 year 5 year 10 year 15 year 20 year
NORW 0.66 -0.03 0.45 0.16    
Peer Group* average
60% Equity / 40% Bonds 0.65 0.21 0.46 0.53 0.73 0.60
Global Equities (ACWI) 0.79 0.35 0.64 0.48 0.55  
U.S. Equities (SPY) 0.64 0.43 0.74 0.67 0.79 0.60
U.S. Bonds (BND) 0.65 -0.41 -0.58 -0.12 0.18 0.29
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Ingredients Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
EIDO -0.719970768598757 -0.754481094562485 0.115888603104181 -0.0546804759353062 0 0
ENZL -0.389102058074149 -0.329703621895154 -0.104949183359059 0.158136709095482 0 0
EPHE 0.199256662098748 -0.144852882778594 0.115054106167271 -0.16347998113386 0 0
EWA 0.363193596271578 0.0497085326439867 0.47416256300373 0.231176997142744 0.260400939061691 0.318308446518581
EWH 0.506876943183909 -0.209987023790695 -0.0715653346077269 -0.0107181549496523 0.214796631365124 0.253414235458284
EWJ 0.466994346837552 0.33755782393088 0.388077789636654 0.261895309435712 0.330093092393421 0.237344815422214
EWM 0.543733363678322 -0.0950148349123964 0.123585209402302 -0.139991708981348 0.0462350729246221 0.237166697531782
EWS 2.4991192884119 0.460535646983728 0.467571348010601 0.131854303451224 0.232629338280136 0.330231781600644
EWT 0.0110731314944611 0.0369730825987937 0.479195548404051 0.406524456319436 0.436829691955761 0.363507161530764
EWY -0.761948896138615 -0.196283114645394 0.121094660984153 0.0591237504679919 0.140106736802484 0.231645147188863
INDY 0.0793820082271312 0.178250498650542 0.827663128309891 0.367695069585764 0.301209505367617 0
MCHI 0.836263336634796 0.0917882667525908 -0.0211268397727507 0.0263976267678298 0 0
THD -0.180691393700519 -0.548888397232336 -0.090745432019952 -0.0630456818483005 0.214160223339956 0
VNM -0.39455549040315 -0.426967506596545 0.00417231850679484 -0.0936236515964006 -0.086636998673558 0
EPOL 1.20141977247356 0.767515122923556 0.562183547802396 0.193134599054177 0 0
EWD 0.616991176757067 0.259913208138928 0.475699710017559 0.275001463469321 0.346188415563218 0.346746377313288
EWG 1.85163020483113 0.598106743273435 0.533560164660009 0.249730541171087 0.336637646669833 0.321331825078522
EWI 1.33595396354131 0.75926884960685 0.747149103588277 0.322223530213502 0.260635079496403 0.159373958530097
EWK 0.878186285893935 0.124867614178619 0.360478692128705 0.203705325587014 0.353077623663839 0.200510458742948
EWL 1.00782775699809 0.174090329378235 0.435864025171667 0.362621021399448 0.510451226571958 0.453338682815873
EWN 0.0427101855512398 0.299531614845887 0.505382035007326 0.397801640855367 0.419043168048719 0
EWO 1.48392806337349 0.504299038469526 0.653581242376807 0.357148242872237 0.264251739707663 0.217342443563869
EWP 1.54445898607361 0.775606770474132 0.675872362433446 0.208901835937306 0.228846601267369 0.243944155497167
EWQ 0.135532387794967 0.332052168630377 0.560109931237496 0.32852075651769 0.341934794085877 0.281697496860299
EWU 0.833111993953174 0.311707080163354 0.601283235134596 0.175222395918974 0.294294140248841 0.220522844977354
EZU 0.830009953467032 0.486720390836714 0.568123747645808 0.287146280435116 0.31729433884257 0.261969031371951
GREK 1.20118250916273 0.949348047926548 0.882453139471305 0.252303461902831 0 0
NORW 0.659818567729026 -0.0317700374125865 0.454148116260669 0.162769319665924 0 0
EIS 1.8193192961082 0.121290755792183 0.41424647311627 0.27029796713724 0.235970143872931 0
EZA 1.48800867648826 0.12496207041749 0.538136755658673 0.0796909532254491 0.170941728938605 0.269081819518223
TUR -1.46231163550611 0.403464102604688 0.385001994388554 0.0479323816597378 0.0415371008735345 0
EWC 1.0092583181644 0.161429768443453 0.638332158404076 0.294325158429069 0.279588316218746 0.34165911373377
EWW -0.605644570725787 0.220903511959359 0.6536023047733 0.11995108870622 0.162123994475732 0.316385831074857
SPTM 0.559020496343476 0.400791642698196 0.734725783846699 0.643206801554837 0.765847083961097 0.591245859926733
ARGT 1.60058248818887 1.08276070239661 1.0773450093732 0.548765673709208 0 0
ECH 0.941220284086471 0.354080490510466 0.304754720985635 0.0374659352111854 0.000348818836608864 0
EPU 0.700060581158673 0.58559146157039 0.61620274585031 0.307616684588825 0.245934991777498 0
EWZ -0.33911261023985 -0.00239838366280837 0.334028099143433 0.160205101313003 0.0414497714207722 0.266727070175006
Sortino
  1 year 3 year 5 year 10 year 15 year 20 year
NORW 1.57 -0.04 0.70 0.23    
Peer Group* average
60% Equity / 40% Bonds 1.04 0.30 0.67 0.78 1.11 0.87
Global Equities (ACWI) 1.30 0.51 1.00 0.71 0.82  
U.S. Equities (SPY) 1.06 0.64 1.17 1.02 1.24 0.88
U.S. Bonds (BND) 1.04 0.30 0.67 0.78 1.11 0.87
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Ingredients Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
EIDO -0.863279456056799 -0.868597811604943 0.169709518081519 -0.0718176686983475 0 0
ENZL -0.516597741785252 -0.445529708964153 -0.144427518471109 0.228478908811195 0 0
EPHE 0.303081544420002 -0.183445857359201 0.153504178283451 -0.210712025793778 0 0
EWA 0.504158225892586 0.0718101205980363 0.743018121320396 0.326637172605853 0.372015097272746 0.455285430756156
EWH 1.11346567667528 -0.312838850529604 -0.108560665366469 -0.0153734174181006 0.314681261378331 0.37341384348328
EWJ 0.701272243672791 0.493652572741097 0.597647918871135 0.378279618258192 0.479255053580006 0.338500712467613
EWM 0.850596441260255 -0.12617266311988 0.179634531662137 -0.190522372224459 0.0647482128967038 0.349610596731303
EWS 6.13666809043534 0.719824393785919 0.799642148024662 0.188314671818167 0.337552709300319 0.488591364959054
EWT 0.0182656968228618 0.0577091350999559 0.797854335305056 0.633233729039785 0.680784997617056 0.562659331780986
EWY -0.939143803304715 -0.265645544624199 0.178058525005513 0.0855622160024297 0.202759482266701 0.344495075281535
INDY 0.117701139147818 0.263842350604137 1.52666332094259 0.526747833104755 0.448202659579667 0
MCHI 2.47134257622252 0.14988848357732 -0.0325868901829741 0.0390873467282604 0 0
THD -0.295214741242214 -0.721338799975238 -0.142507971753689 -0.0910694583272048 0.316029850519683 0
VNM -0.507402016206595 -0.528221912161583 0.00552972784326994 -0.122958928780265 -0.11809696219835 0
EPOL 2.68977091229788 1.32643323489662 0.914376603793213 0.291829627896795 0 0
EWD 1.0854788391963 0.395992618847129 0.743197249742152 0.405984421622656 0.530345252853629 0.516531191593157
EWG 4.3250162017606 0.977850842494818 0.862957388474308 0.372780280845274 0.502635457522907 0.464132327881448
EWI 2.45160390210631 1.27946723917016 1.37678166335272 0.486724476494045 0.386645744354016 0.227512035927625
EWK 1.4919832137101 0.177180976262443 0.586621137366403 0.297722524319133 0.533783993476521 0.272929786908186
EWL 1.95207855781671 0.262025389072434 0.67106878463289 0.53998671499333 0.766306811895468 0.664126120013441
EWN 0.0618669672131472 0.472473141718731 0.806668306265976 0.604382641077215 0.637381661751961 0
EWO 2.98307610103465 0.776423640101609 1.13765057217184 0.529883336628215 0.387918775508889 0.30580422724893
EWP 3.0974749746649 1.38378031813643 1.29927456587507 0.320311999830979 0.353367940435769 0.36492122857582
EWQ 0.186416613183573 0.505329785125147 0.956644259982363 0.498398662839107 0.515365242504384 0.405453314593358
EWU 1.36144907963533 0.450184799607554 0.979957714185784 0.241853249356429 0.427833340582872 0.312358103897387
EZU 1.38772178707789 0.774605119253871 0.955465382489485 0.430790446173697 0.474283403202462 0.37330578692232
GREK 2.22234356625594 1.57227670502836 1.63559767713336 0.362475014090099 0 0
NORW 1.56599776296437 -0.0426335703864953 0.69621473430057 0.228559729585162 0 0
EIS 3.90620347532336 0.168217877144447 0.609435735770785 0.378115675950126 0.331401252601007 0
EZA 2.82986112797851 0.176884606176372 0.806090473644389 0.109814421166844 0.242689940555621 0.389446982762813
TUR -1.5978907351697 0.794076135088174 0.697134002455603 0.0720730074982487 0.0620008101067647 0
EWC 1.76528290394626 0.229811488311973 1.02063057853147 0.424478069863341 0.401013676171217 0.495224455629599
EWW -0.798365542504637 0.376353901565983 1.19270987495493 0.166075581639405 0.227127706434785 0.446832356404238
SPTM 0.900822968473971 0.596564408626983 1.16098954110792 0.972032821600019 1.19361455719631 0.857810736953458
ARGT 3.69666096070446 2.1657724894105 2.16564922253749 0.878285737900203 0 0
ECH 1.60185008731651 0.508261663938346 0.455955250092542 0.0534474238048256 0.000491364331017906 0
EPU 1.22580123100165 0.978335593650582 0.998946816684776 0.463678682483578 0.370002191067997 0
EWZ -0.502966768804878 -0.00348797512774576 0.539316955679646 0.237206153823597 0.0601294081873327 0.399579847339139
Treynor
  1 year 3 year 5 year 10 year 15 year 20 year
NORW 81.3 2.1 11.9 3.1    
Peer Group* average
60% Equity / 40% Bonds 13.6 10.0 11.8 11.0 12.7 11.2
Global Equities (ACWI) 15.3 10.8 13.9 9.0 8.8  
U.S. Equities (SPY) 11.5 11.7 15.1 11.9 12.5 9.9
U.S. Bonds (BND) 13.6 10.0 11.8 11.0 12.7 11.2
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Ingredients Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
EIDO 179.355634254257 -19.1229073930444 6.66749304638265 -2.31503790942767 0 0
ENZL -2.94515527019671 -3.62548762208989 -1.03964890711437 3.64520600695871 0 0
EPHE -9.945577632499 -0.876243323672652 5.76332610996803 -4.95344526099409 0 0
EWA 9.78131484653764 3.6938812185428 11.1459248317306 4.54379415832684 4.08042245036719 5.23794458131214
EWH 97.2496880390079 -10.5919484614623 -1.95330052371124 -0.346130749390585 5.14374285227316 5.65830449050397
EWJ 29.4737941391618 12.6981279133403 12.2766504590689 6.82320497689507 7.31121261071886 5.52476675712452
EWM 37.3572248166413 3.89933065712382 7.13038579660234 -3.08436083870659 1.1524256016742 6.45693469159929
EWS 77.820839433787 19.7299089024062 15.4779750248831 3.33930198857166 4.47945778941202 6.22822977439709
EWT 5.45557488951206 3.77702153971075 13.8914752819968 9.85454505845465 8.81031717783797 7.13005158938731
EWY -30.3063574907292 -3.0436653595286 2.91071409455114 0.684983134574546 1.66850852746324 3.34536266851663
INDY -169.456755414457 14.4106179172857 30.5090803239712 10.6712334144994 6.84821916706778 0
MCHI -8816.2122421447 10.8602175582946 -4.71763900754842 -0.715381053469152 0 0
THD -7.24624564225415 -14.7267146476411 -1.39740988900452 -1.68270695268438 4.54399632917424 0
VNM -216.678358892813 -9.90737190475561 0.515088271497859 -2.7738579549888 -3.91185373654296 0
EPOL -137.392792385007 28.1191082379038 14.1694047079673 3.17281158811167 0 0
EWD 28.4226382405206 7.90396538458041 10.6498647449157 5.40944214318948 5.60501599582591 5.6617850541186
EWG 268.447467605968 17.0844329026139 12.7179110483338 4.86442790079134 5.40045679968539 5.11873698216618
EWI -90.6799502360026 23.5540335848776 19.2959236032941 7.01283076030759 4.10526815397983 1.97299506662034
EWK -225.772070488831 9.04857570054761 10.6690809972734 4.73623486979703 6.52509398518505 3.17300381803604
EWL 50.7016546827614 8.88507197740782 11.7991158581664 8.72346708836356 10.2168931175125 9.23643859992001
EWN 11.8150537672982 8.84476266808436 11.402019194893 7.83241763833631 6.94665648177619 0
EWO -101.673576313587 18.7775365799682 19.2062013016669 7.5487416405491 4.07186492311007 2.76713776335996
EWP -131.796891341607 29.5132265917584 20.7788632408815 4.91954977011611 3.7723874478385 4.16330897504911
EWQ -96.5311781485044 11.4568341340362 13.8650959422844 6.91148960751659 5.762415817879 4.63040510441311
EWU 52.7937056067004 13.7032466664968 17.6784563453007 4.43745994801726 5.38105273548006 4.06276237107414
EZU 708.885350671571 14.7748176708768 13.6183365857915 5.87800614510402 5.17591888345074 4.12233068646452
GREK -42.0936689848056 41.6040179102022 29.7429524881245 5.10127409372527 0 0
NORW 81.2711919583957 2.10706895145928 11.9245143594154 3.09822253278519 0 0
EIS 43.3464136969498 5.04269565093118 10.2212929825898 5.27806976647643 3.8285413867772 0
EZA -452.911157073988 6.72437999391621 18.867323763634 0.667329618900461 2.3683169553973 4.57616417326426
TUR -23.0102913835509 44.3727400295804 27.2221795251249 -2.85582246410837 -3.21233608269856 0
EWC 26.8693351800674 7.08186510665716 14.8028907385231 5.96677608568114 4.71115935472606 5.96399993602785
EWW 18.3881347197175 10.232760848164 19.4672514966476 2.03068213610524 2.31707454064105 5.56017801746677
SPTM 10.3812281524418 11.0895552314693 15.0179317019451 11.3550216138441 12.0862998053208 9.71252788398795
ARGT 55.6778119441457 34.6724926375336 31.3961102282833 12.3677374488891 0 0
ECH -374.285813525434 13.0914065209333 11.0873999714854 -0.588401461688857 -2.16518621813301 0
EPU -62.6074399119205 21.6713624985051 21.1983285797805 7.53058075374728 5.04946514296952 0
EWZ 15.5846941490022 2.19890052306073 10.4937799899359 1.70716226944249 -2.31904839988543 3.88468850331768



  Compare: Risk & Volatility

for period ending April 30, 2025

Maximum Drawdown
  1 year 3 year 5 year 10 year 15 year 20 year
NORW 9.5% 26.4% 30.6% 43.7%    
Peer Group* average
60% Equity / 40% Bonds 4.5% 10.3% 20.7% 20.7% 20.7% 32.2%
Global Equities (ACWI) 4.0% 14.7% 25.7% 25.7% 25.7%  
U.S. Equities (SPY) 7.6% 12.9% 23.9% 23.9% 23.9% 50.8%
U.S. Bonds (BND) 3.1% 7.9% 17.3% 17.3% 17.3% 17.3%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Ingredients Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
EIDO 28% 30.2% 30.2% 48.6% 0% 0%
ENZL 13.7% 19.3% 37.3% 37.3% 0% 0%
EPHE 19.2% 24% 32.2% 41.5% 0% 0%
EWA 12.1% 18% 23.4% 31.4% 31.4% 63.8%
EWH 9.8% 27.5% 40.4% 40.4% 40.4% 57.1%
EWJ 5.4% 14.4% 28.9% 28.9% 28.9% 48.8%
EWM 13.1% 14.8% 23.8% 33.7% 41.1% 45.2%
EWS 3.6% 12.7% 24.4% 32.1% 32.1% 60%
EWT 9.6% 27% 37.5% 37.5% 37.5% 58.1%
EWY 21.7% 30.4% 48.1% 48.1% 48.1% 70.2%
INDY 15.4% 15.4% 15.4% 34% 38.8% 0%
MCHI 7.1% 36.2% 58.7% 58.7% 0% 0%
THD 24.1% 30.6% 30.6% 40% 40% 0%
VNM 10.2% 29.2% 46.5% 46.5% 56.8% 0%
EPOL 12.3% 34.2% 52.8% 60.4% 0% 0%
EWD 14% 23.3% 40.3% 40.3% 40.3% 63.1%
EWG 6% 25.6% 41.7% 41.7% 41.7% 60.7%
EWI 6.7% 23.2% 32.9% 33.4% 47.9% 66.1%
EWK 11.3% 21.5% 32.4% 33% 33% 70.4%
EWL 13% 16.1% 27.6% 27.6% 27.6% 47.4%
EWN 11.8% 21.6% 41.3% 41.3% 41.3% 0%
EWO 9.4% 26.3% 37.6% 47.6% 47.6% 73.7%
EWP 9.7% 23.4% 32.5% 38.7% 49.1% 58.6%
EWQ 11.3% 19.6% 29.1% 29.1% 34% 57.8%
EWU 7.8% 19.6% 21.3% 30% 30% 60%
EZU 9% 21.8% 34.7% 34.7% 35.9% 62%
GREK 10% 19.8% 25.3% 48.2% 0% 0%
NORW 9.5% 26.4% 30.6% 43.7% 0% 0%
EIS 7.8% 28.6% 38.6% 38.6% 38.6% 0%
EZA 12.4% 23.9% 33.7% 54% 54% 57.1%
TUR 26.7% 26.7% 30.8% 58.7% 71% 0%
EWC 5.6% 18.1% 22.9% 26.9% 34.1% 56.7%
EWW 24.9% 29.7% 29.7% 46.6% 56.2% 61.2%
SPTM 8.1% 12.8% 23.6% 23.6% 23.6% 50.1%
ARGT 9.1% 19% 30.8% 55.9% 0% 0%
ECH 8.7% 21.8% 29.2% 59.6% 68.2% 0%
EPU 6.2% 17.9% 31.6% 45% 56.5% 0%
EWZ 21.2% 30.5% 30.5% 50.3% 70.5% 73.7%
Standard Deviation
  1 year 3 year 5 year 10 year 15 year 20 year
NORW 19.9% 23.5% 26.2% 23.1%    
Peer Group* average
60% Equity / 40% Bonds 8.8% 13.0% 12.6% 11.3% 10.5% 10.7%
Global Equities (ACWI) 9.9% 17.3% 17.3% 16.1% 16.2%  
U.S. Equities (SPY) 12.3% 18.2% 18.6% 17.3% 16.5% 16.7%
U.S. Bonds (BND) 5.2% 7.3% 6.3% 5.2% 4.6% 4.6%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Ingredients Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
EIDO 18.8% 15.9% 20.3% 22.3% 0% 0%
ENZL 13.4% 19.2% 19.9% 19.9% 0% 0%
EPHE 20.6% 22.5% 21.8% 19.5% 0% 0%
EWA 17.1% 22.7% 23.6% 20.7% 22.3% 24.6%
EWH 22.8% 25.1% 22.4% 20.3% 20.5% 22.3%
EWJ 9.3% 16.6% 15.8% 14.4% 15.1% 16.2%
EWM 18.7% 17% 17% 16.1% 16.2% 17.9%
EWS 13.5% 18.4% 18% 19% 19.4% 23.2%
EWT 13.1% 23.8% 23.3% 20.9% 20.6% 23.9%
EWY 14.6% 27.1% 26.2% 23.8% 24.1% 28.5%
INDY 13.7% 13.9% 16.4% 19.8% 22.9% 0%
MCHI 32.3% 36.4% 29.5% 25.8% 0% 0%
THD 21% 18.4% 21.2% 20.1% 22.5% 0%
VNM 11.8% 24.8% 24.2% 22.6% 24.2% 0%
EPOL 27.5% 40.2% 39.6% 30.6% 0% 0%
EWD 21% 27.7% 27.2% 22.1% 23.2% 25.3%
EWG 17% 26.8% 25.3% 21.7% 23% 24.5%
EWI 17.6% 26.9% 27.6% 24.3% 26.5% 26%
EWK 16.2% 19.2% 20.8% 18.7% 19.5% 21.9%
EWL 18.5% 18.9% 18.6% 15.8% 16.4% 17.4%
EWN 14% 26% 25.2% 21.2% 21.7% 0%
EWO 18.5% 25.7% 28% 25.1% 25.8% 28.5%
EWP 23% 26.2% 26.9% 23% 26.2% 26.5%
EWQ 15.7% 23.1% 23.9% 20.4% 21.9% 22.7%
EWU 12.5% 17.6% 17.7% 16.7% 17.7% 18.4%
EZU 15.4% 24.1% 23.8% 20.3% 21.8% 23%
GREK 22.5% 28.9% 31.6% 30.4% 0% 0%
NORW 19.9% 23.5% 26.2% 23.1% 0% 0%
EIS 18.7% 24.7% 22.7% 20.7% 20.3% 0%
EZA 21.1% 26.8% 27% 26.9% 26.2% 29.1%
TUR 14.9% 39.5% 39.5% 34.8% 33.3% 0%
EWC 14% 19.3% 20.1% 18.9% 18.2% 21.8%
EWW 18.5% 25.9% 27.5% 25.4% 23.9% 27%
SPTM 12.4% 18.4% 18.6% 17.5% 16.7% 17.1%
ARGT 36.9% 46.6% 45.3% 39.7% 0% 0%
ECH 18.3% 29.6% 29.4% 27.3% 25.6% 0%
EPU 16.1% 26% 28.3% 27.4% 26.2% 0%
EWZ 22.3% 27.2% 33.5% 36.4% 33.2% 37.5%
Downside Deviation
  1 year 3 year 5 year 10 year 15 year 20 year
NORW 7.8% 16.5% 16.2% 16.0%    
Peer Group* average
60% Equity / 40% Bonds 5.0% 8.1% 7.9% 7.3% 6.5% 7.1%
Global Equities (ACWI) 5.6% 10.7% 10.3% 10.5% 10.5%  
U.S. Equities (SPY) 7.1% 11.2% 11.0% 10.9% 10.2% 11.0%
U.S. Bonds (BND) 3.2% 4.7% 4.5% 3.5% 3.0% 2.8%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Ingredients Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
EIDO 15.6% 13.2% 13.4% 16.7% 0% 0%
ENZL 9.7% 13.1% 13.8% 13.3% 0% 0%
EPHE 13.2% 16.9% 15.6% 14.7% 0% 0%
EWA 12.1% 14.7% 14.2% 14.2% 15.3% 16.9%
EWH 9.8% 15.8% 14% 13.6% 13.6% 14.8%
EWJ 5.8% 10.3% 9.4% 9.5% 10.1% 11%
EWM 11.7% 11.9% 11% 11.4% 11.3% 11.8%
EWS 5.1% 10.7% 9.7% 12.9% 13.1% 15.4%
EWT 7.6% 14% 13% 12.9% 12.8% 15%
EWY 11.6% 19% 17% 15.8% 16.2% 18.7%
INDY 8.8% 8.4% 8.1% 13.6% 15.2% 0%
MCHI 10.3% 21% 18.3% 16.9% 0% 0%
THD 12.4% 13.1% 12.7% 13.5% 15% 0%
VNM 8.8% 19.3% 17.6% 16.7% 17.4% 0%
EPOL 11.8% 21.7% 23.3% 19.7% 0% 0%
EWD 11.5% 17.2% 16.7% 14.5% 14.8% 16.6%
EWG 6.8% 15.2% 14.8% 14% 15% 16.6%
EWI 9.2% 14.9% 14.1% 15.6% 17.5% 17.9%
EWK 9% 12.5% 12% 12.3% 12.6% 15.8%
EWL 9.1% 11.4% 11.3% 10.1% 10.6% 11.6%
EWN 9.4% 15.4% 15% 13.4% 13.9% 0%
EWO 8.7% 15.5% 15.2% 16.5% 17.2% 19.9%
EWP 10.9% 13.3% 13% 14.5% 16.6% 17.4%
EWQ 11.2% 14% 13.1% 13% 14.2% 15.4%
EWU 7.2% 11.1% 10% 11.7% 11.8% 12.7%
EZU 8.8% 14% 13.3% 13.1% 14.3% 15.8%
GREK 11.8% 16.3% 16.2% 20.7% 0% 0%
NORW 7.8% 16.5% 16.2% 16% 0% 0%
EIS 8.4% 16.8% 14.6% 14.3% 14.1% 0%
EZA 10.8% 18% 17.3% 19.1% 18.1% 19.7%
TUR 13.5% 18.9% 21% 22.5% 21.8% 0%
EWC 7.5% 12.5% 11.8% 12.7% 12.4% 14.7%
EWW 13.9% 14.4% 14.5% 18% 16.8% 18.8%
SPTM 7.3% 11.2% 11% 11.1% 10.4% 11.5%
ARGT 15.6% 22.3% 21.7% 24.2% 0% 0%
ECH 10.4% 19.7% 18.9% 18.6% 17.8% 0%
EPU 8.8% 14.6% 16.9% 17.8% 17.1% 0%
EWZ 14.7% 17.9% 20.1% 24% 22.5% 24.4%
Beta
  1 year 3 year 5 year 10 year 15 year 20 year
NORW 0.19 0.86 0.99 1.02    
Peer Group* average
60% Equity / 40% Bonds 0.71 0.73 0.71 0.67 0.65 0.65
Global Equities (ACWI) 0.76 0.93 0.93 0.93 0.98  
U.S. Equities (SPY) 1.00 1.00 1.00 1.00 1.00 1.00
U.S. Bonds (BND) 0.71 0.73 0.71 0.67 0.65 0.65
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Ingredients Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
EIDO -0.0709179119465224 0.474048323565224 0.541758611264931 0.773493420290668 0 0
ENZL 0.721696356471969 0.923441278575228 0.893699252083353 0.888133445613557 0 0
EPHE -0.657761266847335 0.753949196899623 0.601668234610078 0.652984336326151 0 0
EWA 0.942956307885652 1.08788825384823 1.0470267776868 1.02676681323639 1.11704079989067 1.18934837748386
EWH 0.139633910338966 0.301889456769351 0.410218560836438 0.611005894583104 0.698975476321276 0.828878513274897
EWJ 0.281978036419697 0.766767666467653 0.668534102941846 0.697380631944483 0.692441180954022 0.725858101560306
EWM 0.344227682498739 0.547662119956745 0.553329231798936 0.527236394364267 0.592877312933721 0.639744760405733
EWS 0.447437159985761 0.619630667610085 0.649594938141762 0.816770234893594 0.862942170896806 1.02665579600486
EWT 0.664424334222082 0.954875133949923 0.851265146105653 0.844535576463023 0.911921229467042 1.024620237553
EWY 0.299107478037512 1.28272152623522 1.11011837849119 1.04868591745547 1.10207075505601 1.25480267131745
INDY -0.0267055559877314 0.477867621566531 0.502087940972483 0.676168242410326 0.80076076646451 0
MCHI -0.00293994714404778 0.284844987825297 0.285945351377703 0.583867958459784 0 0
THD 0.244560430182762 0.503975314756527 0.634631246237593 0.75008366607571 0.790074935452895 0
VNM 0.00631909213462672 0.942453193174249 0.902216333068223 0.97547955613584 0.967218487060639 0
EPOL -0.233630267468451 0.978294778873385 1.24235162570867 1.11852266441216 0 0
EWD 0.533480852702887 1.14232914676111 1.16987256273428 1.04893303217201 1.16995391878507 1.23887234762538
EWG 0.12106301640526 1.03881706357268 1.0561491880076 1.05148697140997 1.16533371340974 1.23193829869756
EWI -0.281299724732376 0.922132260075787 1.00797490591778 0.981001239906407 1.14491614221645 1.19615239593309
EWK -0.075823619447968 0.661820415062486 0.815755669859466 0.868823773468515 0.948723717712932 1.08387036381036
EWL 0.411931218175186 0.783471690849389 0.817481105775631 0.740271819421754 0.796386509703465 0.836078211049278
EWN 0.33579146229867 1.13897106727855 1.12212211155581 1.04028555594018 1.13378833676102 0
EWO -0.284066815054724 0.804247846670712 0.902653406802702 1.03144795885561 1.17115037459295 1.32078498563679
EWP -0.265856914267331 0.742047255606544 0.840658285049985 0.865934451933423 1.04329220841183 1.08792427401616
EWQ -0.0551006867366356 0.921570907417335 0.988659947592681 0.959612788385167 1.0920824706703 1.14182198403871
EWU 0.264315417719359 0.689213883548193 0.697587271843033 0.798338348972037 0.902172588420584 0.947744867878439
EZU 0.0224576505319953 0.967971493614573 1.01513974620932 0.986064971925219 1.11314166219893 1.1780051738037
GREK -0.661102172104842 0.663210049641264 0.837388465966491 1.02111481661611 0 0
NORW 0.192024546620129 0.85601583918099 0.994738071551914 1.02248621111461 0 0
EIS 0.795578771363781 1.09055940373979 0.994036198592264 1.03837766581314 1.0397581829701 0
EZA -0.0700155024659054 0.797798426425831 0.74219449201878 0.955824961719688 1.00268221061563 1.12385937100432
TUR 0.990934092352319 0.324201239042604 0.416292116400802 0.634070295039485 0.76293660439137 0
EWC 0.643133025061247 0.946214760055875 0.942814814724897 0.966749051614021 0.985412561221993 1.08470243262586
EWW -0.533798073373306 0.779171580668552 0.874690560659433 0.910456444410439 0.97630649609539 1.12286618178383
SPTM 1.01883058465741 1.00833831719923 1.00126759452057 1.01414194890095 1.01472154008609 1.01829783758415
ARGT 0.919200699922788 1.20400670337053 1.21704520926878 1.25485816989196 0 0
ECH -0.0525474326672458 0.898947873623196 0.732036935542187 0.840135181885292 0.886267662621857 0
EPU -0.229849199841143 0.785011850414334 0.767211448854662 0.890793102676993 0.855152408458363 0
EWZ -0.400825758726941 0.796789090851612 0.873473274850719 0.968342766484864 1.11263438532018 1.23323581597481



  Compare: Correlation

for period ending April 30, 2025

  1 year 3 year 5 year 10 year 15 year 20 year
to Global Stocks (ACWI) 0.29 0.69 0.76 0.79
to S&P500 (SPY) 0.12 0.62 0.70 0.72
to U.S. Bonds (BND) 0.32 0.51 0.41 0.28
to Commodities (DBC) 0.20 0.57 0.58 0.66
to Gold (GLD) 0.39 0.23 0.20 0.17