MSCI Turkey ETF
for period ending August 31, 2024
Quick Links
Overview
TUR is the Ingredient ID for this portfolio ingredient
This Ingredient ID appears in the scatterplots and comparisons below.
Portfolio Recipe Provider iShares (www.iShares.com)
Description MSCI Turkey ETF gives investors access to equities in 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, Mideast and Africa
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, iShares. The investment seeks to track the investment results of the MSCI Turkey Investable Market Index (IMI). The underlying index is a free float-adjusted market capitalization index designed to measure broad-based equity market performance in Turkey. It may include large-, mid- or small- capitalization companies, and components primarily include consumer staples, financials and industrials companies. The fund will at all times invest at least 90% of its assets in the securities of the underlying index or in depositary receipts representing securities in its underlying index. It is non-diversified You may consult www.iShares.com for details on how this manager chooses particular assets for inclusion in this fund.
Cost
- Since this is an exchange-traded fund, you can purchase this directly through your broker using the ticker TUR. See How to Invest, below.
- Fund fees. The manager of this fund charges a percentage of assets under management as its fee.
- Additional fees. If a financial adviser purchases this fund on your behalf, they may also charge a fee.
How to Invest
You can invest in this portfolio ingredient by buying the ticker symbol "TUR" 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 August 31, 2024
5-year graph
●
TUR
●
Global equities (ACWI)
●
U.S. equities (SPY)
●
U.S. bonds (BND)
●
60% Equity / 40% Bonds (s.6040)
| |
YTD |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| TUR |
16.2% |
-11.3% |
1.2% |
19.6% |
12.0% |
-1.3% |
0.7% |
|
| Peer Group* average |
|
|
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
12.1% |
1.9% |
18.4% |
3.9% |
9.1% |
8.2% |
9.5% |
7.9% |
| Global Equities (ACWI) |
15.9% |
2.5% |
23.4% |
5.8% |
12.2% |
8.9% |
9.7% |
|
| U.S. Equities (SPY) |
19.3% |
2.3% |
26.9% |
9.3% |
15.8% |
12.9% |
14.1% |
10.6% |
| U.S. Bonds (BND) |
3.2% |
1.5% |
7.3% |
-2.2% |
-0.1% |
1.6% |
2.5% |
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 |
0.965238633346854% |
8.09334657398213% |
-1.31332716415197% |
4.00445707265127% |
-0.526394195940139% |
-0.781839822063934% |
0% |
0% |
| ENZL |
2.33505576748285% |
6.25674217907228% |
11.9313758759614% |
-5.94245681588381% |
1.310533719453% |
5.17145513216415% |
0% |
0% |
| EPHE |
7.64306734766265% |
9.235037653587% |
15.9316448227728% |
-1.05011138236596% |
-2.99151677668441% |
-2.1891071012587% |
0% |
0% |
| EWA |
8.35703573252804% |
3.39728217426061% |
21.1954033993807% |
4.83542093284959% |
7.83352875015639% |
4.07279450196782% |
6.33866258873681% |
8.09547148791641% |
| EWH |
-4.80462562226955% |
6.0983606557377% |
-6.53277933285513% |
-11.3912124188005% |
-3.75035755224039% |
0.0798575204155938% |
3.91221741408343% |
5.13876113129348% |
| EWJ |
13.0462623147681% |
1.40904607580667% |
19.2892240278984% |
3.53719668179504% |
7.74895259549717% |
5.98768210620273% |
5.52898103364523% |
4.47818560873996% |
| EWM |
23.9301953024319% |
9.36708860759494% |
27.1375930455878% |
3.03612665448609% |
2.06668267519461% |
-2.1608797922236% |
2.93378533506445% |
5.18005289781467% |
| EWS |
12.3560839926451% |
4.03429147755925% |
16.5290270919262% |
1.45311225943712% |
2.47936727747149% |
1.1152314535827% |
4.15556602294465% |
6.48815440011474% |
| EWT |
16.8802954594829% |
1.24200225818591% |
28.1405127166624% |
2.91418141534157% |
16.2062081579931% |
9.84842551973593% |
10.3365430765879% |
8.54704087071858% |
| EWY |
-0.0457805585227899% |
-1.57776108189331% |
7.62729740452286% |
-7.10587102442681% |
6.08158764462834% |
1.6632325397419% |
4.61158730285562% |
6.52250671107608% |
| INDY |
12.191412452016% |
0.601311953352757% |
23.0571975684316% |
6.36974574364899% |
12.1600381688298% |
7.66630205506384% |
0% |
0% |
| MCHI |
3.12733705773429% |
0.746628131021176% |
-4.08059991687518% |
-14.201664597141% |
-4.11134608422759% |
-0.0445165391211977% |
0% |
0% |
| THD |
-1.6272916337769% |
7.79334500875657% |
-8.03400867928713% |
-5.43253680697801% |
-4.75820780649188% |
-0.402298170886473% |
6.15454604301717% |
0% |
| VNM |
-2.86377708978327% |
3.976801988401% |
-12.7128746390971% |
-12.0821608045149% |
-2.83062206614998% |
-4.12489045783574% |
-3.31782677567022% |
0% |
| EPOL |
10.51315052243% |
2.97569153394803% |
34.5323119487654% |
4.99817444864634% |
6.20216948254573% |
1.00816344553136% |
0% |
0% |
| EWD |
8.5622038966934% |
4.12345679012347% |
31.7756331146497% |
-0.758151022376707% |
11.6054328194746% |
5.72525505713948% |
7.71715238197666% |
8.13816157585954% |
| EWG |
12.6131658038209% |
4.88588878174221% |
19.7584778544953% |
0.710454156935403% |
7.19150546605771% |
3.71358818026857% |
5.45336664585725% |
6.46002670048722% |
| EWI |
17.3360736907712% |
4.60420032310178% |
25.5900254918937% |
9.94625655264132% |
11.0632428190092% |
5.28633653325448% |
3.21245730619317% |
3.04733638242751% |
| EWK |
9.16857451375135% |
3.27753854346413% |
13.279733792055% |
-0.231952907193334% |
4.24928750758964% |
4.16909984060607% |
6.34590689354024% |
4.6028879098736% |
| EWL |
11.7850586767404% |
4.81951606505355% |
16.9708426951315% |
3.4312897644496% |
9.22684766545403% |
6.88494547437346% |
8.74379427673451% |
8.73623815768068% |
| EWN |
15.0861994710072% |
2.75136556746915% |
25.4556366498539% |
0.361519056738757% |
12.2799703648651% |
9.50905637127804% |
9.08418896140994% |
0% |
| EWO |
12.5519297824151% |
3.09506524779999% |
23.8867244935475% |
2.68647752454674% |
8.31017649434018% |
6.14754742593566% |
4.06710655504336% |
4.54043436078309% |
| EWP |
12.521055347929% |
4.46979038224415% |
22.8912227167441% |
9.74738008109139% |
7.99640943665392% |
1.53899760508238% |
1.7526676031558% |
4.86945210141216% |
| EWQ |
4.15122713363354% |
3.55751752791484% |
9.06059905099339% |
4.8308484589225% |
9.1383845222814% |
6.52538473743416% |
6.17740950286354% |
6.20304631552868% |
| EWU |
15.7790199291454% |
3.50248207391066% |
22.3307139495995% |
8.68054229893109% |
8.21221603901046% |
3.02557622645898% |
5.4694028877966% |
4.71205238241406% |
| EZU |
10.5508559989656% |
3.96680833839305% |
17.8695312876942% |
3.39288100048545% |
8.78875180747334% |
5.17097869320091% |
5.23448355874332% |
5.64123015711369% |
| GREK |
13.3844668695405% |
-2.46856078248718% |
14.0504354544783% |
15.954839900523% |
11.4719658724227% |
-2.04738618766731% |
0% |
0% |
| NORW |
5.58483710251603% |
1.28834737202002% |
14.0935838020827% |
-0.339621290221637% |
5.78748407547427% |
0.821840031483934% |
0% |
0% |
| EIS |
16.2596116327558% |
7.97821226622368% |
23.3325832349544% |
-0.851120299128338% |
6.21415457206314% |
4.39392211576175% |
4.38389288537422% |
0% |
| EZA |
14.1355297373145% |
3.18611294221052% |
23.4787494607351% |
1.3887273422736% |
4.83897968138292% |
0.0707048114682252% |
3.06768435732463% |
5.92463768114773% |
| TUR |
16.2289574363707% |
-11.2972714217329% |
1.19134287668103% |
19.5971408276265% |
11.9942666355311% |
-1.29408902208623% |
0.724832892232818% |
0% |
| EWC |
11.432314661644% |
4.0339157245632% |
19.430119635254% |
5.08164112404157% |
9.89222009047031% |
4.34769466487543% |
5.83109832687918% |
7.43207580460037% |
| EWW |
-21.1709702836458% |
-6.15711252653929% |
-11.9187049948584% |
3.99424729581106% |
7.42568934025027% |
-0.791541116561334% |
3.49738756259712% |
7.12762918090279% |
| SPTM |
18.6847888255105% |
2.14974054855448% |
26.3080198789188% |
9.022903258214% |
15.5943813393701% |
12.5987229525878% |
14.0556704245415% |
10.6360120628393% |
| ARGT |
27.4464931792495% |
13.8888888888889% |
39.3045174270622% |
23.4327392926891% |
25.3797198847986% |
13.2886071408808% |
0% |
0% |
| ECH |
-3.0441687186838% |
2.49903883121876% |
-2.35117145770204% |
3.34384299410515% |
-1.96591157309238% |
-1.96578832084421% |
-1.02874464176024% |
0% |
| EPU |
21.2329140346159% |
-1.07003891050583% |
32.8550080924944% |
20.4942616804095% |
7.64200424892811% |
4.0515580302485% |
5.23848630215289% |
0% |
| EWZ |
-11.7543636584925% |
7.56211739287001% |
3.61683234670318% |
2.89033997704331% |
0.324420752111831% |
-1.28562890023562% |
-0.243976326736373% |
6.86253855682561% |
| |
|
|
|
|
|
| TUR |
14.4% |
-1.9% |
-27.5% |
105.8% |
-8.8% |
| Peer Group* average |
|
|
|
|
|
| 60% Equity / 40% Bonds |
21.8% |
16.4% |
14.0% |
-16.7% |
17.5% |
| Global Equities (ACWI) |
26.6% |
16.3% |
18.7% |
-18.4% |
22.3% |
| U.S. Equities (SPY) |
31.2% |
18.4% |
28.7% |
-18.2% |
26.2% |
| U.S. Bonds (BND) |
8.8% |
7.7% |
-1.9% |
-13.1% |
5.4% |
| 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 |
5.30356114192578% |
-7.1370120837275% |
-0.601366323471475% |
-0.159115997018144% |
2.56987297379807% |
| ENZL |
30.0686445055321% |
19.2313761504698% |
-11.3811349577622% |
-16.1795937287134% |
2.96014467323324% |
| EPHE |
8.49744770081529% |
-3.94077350311066% |
-2.22539573623151% |
-15.8737197891641% |
1.27134070386119% |
| EWA |
22.4123105826793% |
8.26548924547703% |
8.95035287652579% |
-5.92071938319786% |
13.8374650093717% |
| EWH |
10.713720486068% |
4.18725441840027% |
-3.47965873763993% |
-6.80691225617256% |
-13.8242903026459% |
| EWJ |
19.313030397214% |
15.409364464848% |
1.16503083940074% |
-17.7229786650309% |
20.3002937043169% |
| EWM |
-1.416123126067% |
3.16636500777123% |
-7.40618838465441% |
-6.00212045923264% |
-3.60199110937089% |
| EWS |
14.4525846479129% |
-8.48812202616375% |
5.55802427521443% |
-9.80288556411557% |
6.20667458251687% |
| EWT |
33.3325718691902% |
31.5022545574496% |
28.9445447347456% |
-28.8982676038929% |
24.4848126180483% |
| EWY |
7.94832659778564% |
39.4383153551619% |
-7.55947408280722% |
-26.5891383326166% |
19.0581243947996% |
| INDY |
9.99431101794523% |
10.0122442529701% |
19.5473257564212% |
-7.31296691882432% |
16.8822592482137% |
| MCHI |
23.6682793823023% |
27.7838195270677% |
-21.7327830701484% |
-22.7642710301429% |
-11.2325477495887% |
| THD |
8.27566518270222% |
-9.86556970117346% |
1.85245735118427% |
1.22103248435226% |
-12.6192203640113% |
| VNM |
9.25692737973767% |
9.83579943037776% |
22.0486082978499% |
-43.7428518586273% |
15.05791488482% |
| EPOL |
-6.14107458172594% |
-8.36886025577675% |
12.2176889469703% |
-24.6172345602251% |
50.7898017506914% |
| EWD |
21.7384025488355% |
22.2612159226546% |
22.8630526459482% |
-27.8444990585693% |
25.0995569419867% |
| EWG |
19.1549280384125% |
10.5638043058162% |
5.84010185589661% |
-22.2663433040249% |
23.3452183360074% |
| EWI |
26.8521503713927% |
1.67356254423512% |
14.4121027627441% |
-14.1593013986793% |
30.6548062165143% |
| EWK |
25.9170051505092% |
-0.862723785695862% |
12.8517668981469% |
-13.9600189899799% |
7.48483333755678% |
| EWL |
31.5386153526025% |
11.7869941666805% |
20.1938017748866% |
-18.8922991269075% |
17.6678372679907% |
| EWN |
32.3891369459714% |
23.2257613303791% |
22.7401745801964% |
-24.4288381461311% |
22.0949711677608% |
| EWO |
17.0682890390888% |
-3.68400461617667% |
31.5372591434171% |
-21.9304404095059% |
20.6304637416666% |
| EWP |
11.8854155528614% |
-4.85369000891213% |
0.268415847613435% |
-5.1787255895102% |
30.2865548628205% |
| EWQ |
26.5863817023299% |
2.85239160526263% |
21.4728739940749% |
-12.0469753935533% |
21.7163867593406% |
| EWU |
21.2064850243748% |
-11.8045068614162% |
18.2235913646434% |
-4.39403789099337% |
12.4189361579772% |
| EZU |
23.1950352082429% |
6.66561654144979% |
13.9353035106812% |
-17.2424753360999% |
23.4353608715804% |
| GREK |
50.196061847441% |
-13.9080490845131% |
6.15871454338597% |
3.63647816505532% |
42.7515515262799% |
| NORW |
12.5183045781489% |
2.61148640939508% |
18.5652564979858% |
-12.5506507565636% |
5.05261757911113% |
| EIS |
20.9331531138096% |
12.0114677259749% |
22.8428623515418% |
-27.0558935057172% |
5.48526306893995% |
| EZA |
9.62247473278586% |
-5.19108396411971% |
7.91687912062649% |
-5.17761579437099% |
1.52206964736277% |
| TUR |
14.4133326299973% |
-1.85762849233754% |
-27.4791523746312% |
105.750536890083% |
-8.81555424887528% |
| EWC |
27.5634151158971% |
5.52117105281553% |
27.0007877315337% |
-12.9531944438606% |
14.7453418933418% |
| EWW |
12.5996456117044% |
-3.05421886308641% |
20.304386399111% |
1.23980750151178% |
40.3579981867868% |
| SPTM |
31.3427591323392% |
17.9635581485433% |
28.5820224634963% |
-17.7540615755163% |
25.5506671986013% |
| ARGT |
14.495440408037% |
14.5712098105721% |
3.82496999677782% |
11.8025070446303% |
53.686776683117% |
| ECH |
-17.790750805735% |
-8.89018153121168% |
-19.7140834143362% |
25.1178232542317% |
9.03130887973857% |
| EPU |
7.29498897005725% |
-4.30829622016265% |
-11.8249696264587% |
2.05025746064413% |
25.3484886383478% |
| EWZ |
27.6532692353031% |
-20.3272306998449% |
-17.275707145832% |
12.0910724807815% |
32.7101861220412% |
Compare: Risk vs. Return
for period ending August 31, 2024
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Maximum Drawdown vs. Annual Return
●
TUR
●
Peer group
●
All other ingredients
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
Downside Deviation vs. Annual Return
●
TUR
●
Peer group
●
All other ingredients
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
Standard Deviation vs. Annual Return
●
TUR
●
Peer group
●
All other ingredients
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| TUR |
-23.8% |
3.1% |
-8.3% |
-12.4% |
-13.1% |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
-5.6% |
-5.8% |
-4.3% |
-1.8% |
-0.5% |
0.5% |
| Global Equities (ACWI) |
-2.6% |
-3.4% |
-3.3% |
-3.8% |
-4.6% |
|
| U.S. Equities (SPY) |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
| U.S. Bonds (BND) |
-18.0% |
-21.1% |
-21.7% |
-12.1% |
-9.1% |
-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 |
-26.5565642391294% |
-5.40196154094364% |
-15.4628380326178% |
-12.8376531474399% |
0% |
0% |
| ENZL |
-16.6178193437464% |
-13.4487120954322% |
-14.2576361332477% |
-8.3181390818308% |
0% |
0% |
| EPHE |
-13.1861120362466% |
-9.36250331494747% |
-17.6124243279732% |
-14.2056228082712% |
0% |
0% |
| EWA |
-8.53740278905986% |
-4.43756906936998% |
-9.10717995488777% |
-9.27490747380839% |
-9.32757938400704% |
-4.5806554130645% |
| EWH |
-30.6695011178666% |
-16.6704727313548% |
-18.3911608122026% |
-12.3716822196336% |
-10.8499081335523% |
-6.34546403496183% |
| EWJ |
-5.22453414351711% |
-5.871873356424% |
-7.33613848021556% |
-6.47708034263985% |
-8.53085301202666% |
-6.15186154128266% |
| EWM |
6.35210120423607% |
-6.41262695422927% |
-13.8812767356018% |
-14.8492674189138% |
-11.3367585760858% |
-5.76343873734717% |
| EWS |
-9.10615598353146% |
-8.06377561695701% |
-13.3366587026671% |
-11.6259270655089% |
-10.5797914321413% |
-5.46089192173489% |
| EWT |
-2.89949930271437% |
-5.90246831709806% |
-2.19056702673038% |
-4.62980584817605% |
-6.01604654034436% |
-4.15130508698273% |
| EWY |
-20.3454886394588% |
-12.3336289518488% |
-10.6753561790061% |
-11.1016805657276% |
-10.7500832273258% |
-6.09605097506823% |
| INDY |
6.46570866378271% |
-2.17163302135731% |
-4.32998809357319% |
-6.19106293285152% |
0% |
0% |
| MCHI |
-29.5761439198843% |
-15.3858659810189% |
-17.5693917436962% |
-12.1621913600164% |
0% |
0% |
| THD |
-32.0573530664004% |
-14.6491051005138% |
-18.9887831998239% |
-12.7873447704927% |
-9.54086389832051% |
0% |
| VNM |
-30.4690683665044% |
-15.7080528619876% |
-16.6675993577519% |
-14.9331134674604% |
-15.593909003984% |
0% |
| EPOL |
-4.73734637589551% |
-4.34886753515657% |
-11.0903015047328% |
-11.4190187639043% |
0% |
0% |
| EWD |
-5.63053346993479% |
-8.23782667981872% |
-6.50459323433377% |
-8.05410468495192% |
-8.39405556731656% |
-4.67035360627044% |
| EWG |
-10.8754717760524% |
-7.53772217236683% |
-9.66147705247803% |
-9.5748874448729% |
-9.99141613812126% |
-5.6659381957389% |
| EWI |
-5.66786889898905% |
-0.52165268564656% |
-7.08860624023377% |
-8.62944921440157% |
-11.6972751798237% |
-8.0176266180556% |
| EWK |
-14.4386097371177% |
-9.3403476886588% |
-11.7514591183982% |
-8.9923550306912% |
-8.77674421768547% |
-6.7442869995839% |
| EWL |
-12.1349981923881% |
-5.78003174305833% |
-6.17705836886647% |
-5.71766344856559% |
-5.61507277930318% |
-2.25515204102201% |
| EWN |
-6.72916147101423% |
-7.63574758024615% |
-5.64723769808665% |
-4.89934752575103% |
-7.09971488774972% |
0% |
| EWO |
-3.9493622718294% |
-6.09669991575589% |
-9.30354712722098% |
-8.13908782299847% |
-11.135452348531% |
-7.23658449621895% |
| EWP |
-10.1103923370743% |
-0.407588685927316% |
-9.16849235560324% |
-11.204953185896% |
-12.5556831978164% |
-6.90175679966458% |
| EWQ |
-18.4925173306393% |
-4.44164074387588% |
-7.94616083903722% |
-7.21319207061929% |
-9.33954688680094% |
-5.63178465707926% |
| EWU |
-0.313943776546388% |
-0.27822754115232% |
-7.83475233320916% |
-9.9100005573458% |
-9.19188311619074% |
-6.26881659450059% |
| EZU |
-11.3399054079798% |
-5.60429719296497% |
-8.20757102864902% |
-8.31469626159151% |
-10.0199794555527% |
-6.079295830717% |
| GREK |
-15.4352435877335% |
4.21967615043702% |
-7.56405726257474% |
-12.8719611610083% |
0% |
0% |
| NORW |
-14.476550310094% |
-8.40088250200833% |
-10.9351384633449% |
-11.6732802937032% |
0% |
0% |
| EIS |
-12.4111362485775% |
-8.91887307215937% |
-10.2350801498906% |
-8.95269391158995% |
-10.4801232814812% |
0% |
| EZA |
-6.7103819141525% |
-6.80728085203883% |
-11.6255098833919% |
-12.02567842632% |
-11.7855578169524% |
-6.47322473191797% |
| TUR |
-23.8047299165637% |
3.05975728969528% |
-8.25505134271882% |
-12.3887503806272% |
-13.0770671332318% |
0% |
| EWC |
-9.41085790953515% |
-4.20524983848635% |
-6.79945443009576% |
-8.88736211892282% |
-9.07040272914872% |
-4.59819576692997% |
| EWW |
-30.8397059378034% |
-5.02719766211292% |
-9.91118546166908% |
-12.6442905325615% |
-11.4183756679881% |
-5.54041638899626% |
| SPTM |
-0.905981536051652% |
-0.238486374508343% |
-0.364862931341968% |
-0.435316375357957% |
-0.313070153137303% |
-0.157521525351246% |
| ARGT |
-10.0994115122408% |
5.32006186045456% |
-1.35053623515247% |
-5.54996840640246% |
0% |
0% |
| ECH |
-26.5273268805663% |
-5.35425275666331% |
-15.7715333107988% |
-13.1895110057921% |
-14.1822630734463% |
0% |
| EPU |
-4.93588726329743% |
6.45776501863068% |
-9.80920941029828% |
-9.62569805100412% |
-10.4921724440899% |
0% |
| EWZ |
-22.7599104279619% |
-5.66049120875438% |
-14.209374794873% |
-12.3453185289361% |
-13.5210644535189% |
-6.52283371090171% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| TUR |
-1.6% |
13.9% |
1.5% |
-10.0% |
-10.2% |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
-4.1% |
-4.2% |
-2.9% |
-1.1% |
-0.2% |
0.4% |
| Global Equities (ACWI) |
-2.2% |
-3.2% |
-2.9% |
-3.3% |
-4.3% |
|
| U.S. Equities (SPY) |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
| U.S. Bonds (BND) |
-7.5% |
-8.4% |
-5.8% |
-1.8% |
0.1% |
0.8% |
| 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 |
-25.5165279748836% |
-2.68531354263077% |
-14.4761834335159% |
-11.548766479424% |
0% |
0% |
| ENZL |
-12.9408807145246% |
-14.9091464408742% |
-13.6356135980455% |
-6.65516677728263% |
0% |
0% |
| EPHE |
-2.37763565932565% |
-9.4186531059675% |
-16.1285155078086% |
-11.7071129821995% |
0% |
0% |
| EWA |
-5.59817517458706% |
-4.74656009128344% |
-9.47381694292125% |
-9.26189812240025% |
-9.58586976702362% |
-4.18171841339449% |
| EWH |
-19.051558125023% |
-17.8709587613202% |
-13.1204587121458% |
-8.67902529455533% |
-6.7387971446053% |
-4.06567002389651% |
| EWJ |
-1.81347603324995% |
-4.51025419093811% |
-3.90016164132882% |
-3.72114521425127% |
-4.70008916220945% |
-3.78472703216221% |
| EWM |
15.9886693100424% |
-4.21770091069082% |
-8.14427882515699% |
-10.1716306948312% |
-6.23210026470264% |
-2.29337156304014% |
| EWS |
3.34582568594297% |
-6.15327856415206% |
-10.3907145235903% |
-9.89120887841732% |
-8.60749417312167% |
-4.35995350439651% |
| EWT |
0.460903281700844% |
-6.07652561153943% |
1.90514214876461% |
-1.55866522356841% |
-3.09677829803317% |
-2.39796769619511% |
| EWY |
-29.0870696784057% |
-17.3601591931947% |
-11.220069707576% |
-11.8806693353308% |
-11.3564296697804% |
-6.47731578862677% |
| INDY |
9.13961223483145% |
-0.668497912712994% |
-0.828692047147744% |
-1.97986721148045% |
0% |
0% |
| MCHI |
-15.8390957371087% |
-20.5578600330819% |
-11.5698957180579% |
-8.71842200619427% |
0% |
0% |
| THD |
-26.7656076864356% |
-12.483099733689% |
-18.1979038947923% |
-10.6274069269477% |
-5.97443556792514% |
0% |
| VNM |
-59.2335618825957% |
-21.3554202055707% |
-20.2778088264852% |
-17.4241703863293% |
-17.0640554056257% |
0% |
| EPOL |
13.0176037204226% |
-5.49400187929711% |
-14.1710981754108% |
-13.7457363006447% |
0% |
0% |
| EWD |
-0.987253760578806% |
-11.1247130916697% |
-6.18562125715016% |
-7.96502001950846% |
-8.76580642748791% |
-4.76233014701962% |
| EWG |
-11.7764155605321% |
-9.02432247730701% |
-10.435392855318% |
-10.1500674752992% |
-11.4576262947543% |
-6.42117193983419% |
| EWI |
-1.35930438597434% |
0.483042804292212% |
-6.07732291156764% |
-8.0217706545485% |
-13.4822812452915% |
-9.58922241578329% |
| EWK |
-8.42267984151593% |
-8.53865769793839% |
-10.7387699183662% |
-7.74266785862637% |
-7.5409552281949% |
-6.94992357908605% |
| EWL |
-9.53694804512273% |
-5.40087102054931% |
-3.89030192094761% |
-3.44729734967153% |
-3.07949353967784% |
-0.564706846904641% |
| EWN |
-6.96844518476467% |
-9.93543518775807% |
-5.33385591818101% |
-4.15867931709716% |
-7.09661849104345% |
0% |
| EWO |
5.05559946570767% |
-6.19759064728943% |
-9.29495156722384% |
-8.07436621753715% |
-12.9338434634496% |
-9.31451792039568% |
| EWP |
-3.70301166838352% |
1.20045069489783% |
-7.45792043354788% |
-10.6715872118375% |
-13.5933623715047% |
-6.81168430728904% |
| EWQ |
-15.8340549287193% |
-4.43283493071929% |
-7.3789834606477% |
-6.33987018324994% |
-9.678793507539% |
-5.83456310170745% |
| EWU |
6.74323576178816% |
0.81300922326721% |
-5.40978841063917% |
-8.01461154640129% |
-7.71549354532258% |
-5.55168392976222% |
| EZU |
-10.1689896392826% |
-6.11967677963895% |
-8.12115277086281% |
-8.02014938120368% |
-10.9004212780237% |
-6.75044161927738% |
| GREK |
-8.92091508451263% |
7.84817579372353% |
-6.07336312729895% |
-17.0164200988161% |
0% |
0% |
| NORW |
-1.31471284376809% |
-9.26655319357148% |
-12.3320091054605% |
-12.7284145358725% |
0% |
0% |
| EIS |
-16.6875080095584% |
-10.1936614495683% |
-10.2396857968198% |
-8.7735580623124% |
-10.3046663759044% |
0% |
| EZA |
7.73727583784733% |
-7.24236447955258% |
-11.352293265402% |
-12.8310884547895% |
-11.9522658962657% |
-6.13877058942247% |
| TUR |
-1.56464466083256% |
13.8855492143814% |
1.47908209593208% |
-10.0134161932931% |
-10.1526293297822% |
0% |
| EWC |
-6.00308697673187% |
-3.88448451179402% |
-6.2828628493316% |
-8.45071384932324% |
-8.54688390465289% |
-3.95761340129262% |
| EWW |
-42.0121325217077% |
-4.96435163034735% |
-9.34690855987851% |
-13.3325927074157% |
-11.0293760856238% |
-4.83972081458997% |
| SPTM |
-0.87070111128898% |
-0.232986820805289% |
-0.353252499039575% |
-0.405943152106843% |
-0.270682668118475% |
-0.0803610723618764% |
| ARGT |
-3.6606312919218% |
13.3484486838659% |
5.32215463354573% |
-2.43692110406656% |
0% |
0% |
| ECH |
-30.8255859668648% |
-5.26908809846661% |
-17.2144464378633% |
-13.6751775366514% |
-13.965407305051% |
0% |
| EPU |
9.51747008725564% |
11.573172366377% |
-8.24403662495972% |
-8.26293586361949% |
-7.85388002278664% |
0% |
| EWZ |
-18.4875656816998% |
-5.5890739792394% |
-17.7395931580232% |
-14.7113626673103% |
-16.7677337799384% |
-6.16275159845261% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| TUR |
-0.02 |
0.54 |
0.40 |
0.06 |
0.14 |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
1.09 |
-0.01 |
0.49 |
0.61 |
0.83 |
0.64 |
| Global Equities (ACWI) |
1.26 |
0.13 |
0.56 |
0.51 |
0.60 |
|
| U.S. Equities (SPY) |
1.41 |
0.31 |
0.73 |
0.73 |
0.88 |
0.63 |
| U.S. Bonds (BND) |
0.29 |
-0.82 |
-0.43 |
-0.05 |
0.26 |
0.31 |
| 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 |
-0.253200014265091 |
0.0218208882861074 |
-0.0188994910309326 |
-0.0153981179473055 |
0 |
0 |
| ENZL |
0.416918484012179 |
-0.394769744468127 |
0.0246657948177904 |
0.252974866940086 |
0 |
0 |
| EPHE |
0.631994724825459 |
-0.15981552719197 |
-0.150410792145827 |
-0.1199662274677 |
0 |
0 |
| EWA |
0.911693482542665 |
0.107660927912601 |
0.307544344801743 |
0.199869663165563 |
0.333559522169893 |
0.38491031192763 |
| EWH |
-0.557694493449308 |
-0.586854287016897 |
-0.204500431814413 |
-0.00126888799479468 |
0.223484425855143 |
0.262102277818404 |
| EWJ |
1.10863386504768 |
3.85827420873371e-05 |
0.354111493104087 |
0.340960554718104 |
0.351115300821816 |
0.249107896561595 |
| EWM |
1.78812302427494 |
-0.0276355933172351 |
0.0190360888173881 |
-0.180206789347355 |
0.175056929637003 |
0.281240375462011 |
| EWS |
0.871467670181835 |
-0.115732316763478 |
0.0630834148710856 |
0.0407569179626975 |
0.239297673827761 |
0.322703327148704 |
| EWT |
1.23868733782232 |
0.0301087519273389 |
0.634499592216505 |
0.476250891538138 |
0.532255954468469 |
0.404071772593841 |
| EWY |
0.202719898523642 |
-0.309796577118036 |
0.234290647695383 |
0.0963943338007686 |
0.250034839643876 |
0.305855045374141 |
| INDY |
1.81582208895923 |
0.171649062505549 |
0.533931258612856 |
0.386639303347569 |
0 |
0 |
| MCHI |
-0.481347306625901 |
-0.49304613463672 |
-0.137363736995147 |
0.0337983772166645 |
0 |
0 |
| THD |
-0.66493616861871 |
-0.475492999947781 |
-0.235252138044934 |
-0.0302536107413595 |
0.320878363926829 |
0 |
| VNM |
-0.513287100505927 |
-0.513065042351184 |
-0.076783305118987 |
-0.151048510812445 |
-0.0716592996179307 |
0 |
| EPOL |
1.13411868355095 |
0.163336490333428 |
0.252202423781872 |
0.100970818377629 |
0 |
0 |
| EWD |
1.0824674202978 |
-0.0815312274580705 |
0.442092918060045 |
0.276385884161281 |
0.392442377889988 |
0.380382813954303 |
| EWG |
0.774853362791708 |
-0.05546127867906 |
0.279306417947205 |
0.18090757788167 |
0.291437941538426 |
0.316138016061082 |
| EWI |
1.08139110070122 |
0.313137327303722 |
0.418503148100209 |
0.252246927154296 |
0.196464620817602 |
0.175962362948198 |
| EWK |
0.545565870400933 |
-0.175996568543426 |
0.153443059378348 |
0.204072682696933 |
0.353132190670226 |
0.241818930639998 |
| EWL |
0.694744294514894 |
0.0166516880385328 |
0.420060559920689 |
0.391349568923353 |
0.541199268593197 |
0.496761034136449 |
| EWN |
1.02022700322952 |
-0.055732882726654 |
0.476491696180668 |
0.46208794539008 |
0.468091190622495 |
0 |
| EWO |
1.18132656208145 |
0.021780568277549 |
0.316566926484865 |
0.286888298333648 |
0.229813586642808 |
0.239790571388798 |
| EWP |
0.825019703621087 |
0.309627880882555 |
0.307453005952627 |
0.0828568455361823 |
0.135723830018661 |
0.246468855045693 |
| EWQ |
0.290000133481044 |
0.099741598583171 |
0.359691219428636 |
0.321053646888606 |
0.328513987583567 |
0.31078141757016 |
| EWU |
1.40241037207183 |
0.287806352368612 |
0.34809423428076 |
0.141204832902684 |
0.320399555356901 |
0.252684290775661 |
| EZU |
0.742999390262844 |
0.0414455856091062 |
0.346698067854978 |
0.253595073835674 |
0.284701063978329 |
0.284718282675012 |
| GREK |
0.500213179802216 |
0.543656913368876 |
0.413097342803522 |
0.0246918359304644 |
0 |
0 |
| NORW |
0.547869832842822 |
-0.098061342892471 |
0.229006628010341 |
0.0612445892637721 |
0 |
0 |
| EIS |
0.709871274746645 |
-0.132742486581253 |
0.241428374704844 |
0.214694350025661 |
0.248486606881466 |
0 |
| EZA |
1.02117675987426 |
-0.0024096940710797 |
0.203787051576357 |
0.0550968343477498 |
0.192355205268976 |
0.287051353925597 |
| TUR |
-0.0226346975038327 |
0.540759444549662 |
0.404874944290501 |
0.0642298868462069 |
0.140041234758872 |
0 |
| EWC |
0.858143296371276 |
0.100642311415144 |
0.409849402975147 |
0.214875438221846 |
0.333308361937608 |
0.372649786144824 |
| EWW |
-0.555667964873128 |
0.0878415020488621 |
0.293064574759174 |
0.00851245705133236 |
0.208671622477218 |
0.339490520947201 |
| SPTM |
1.35928390429831 |
0.298193400755049 |
0.709363803808427 |
0.709290841853423 |
0.865655934405532 |
0.62165382109353 |
| ARGT |
0.863673176664393 |
0.642325256592637 |
0.733574952724369 |
0.48802353162954 |
0 |
0 |
| ECH |
-0.238654182126313 |
0.090223149436596 |
-0.0157492121370156 |
-0.0223926630234576 |
0.0296001317060422 |
0 |
| EPU |
1.12173076894162 |
0.663996936581155 |
0.296965272831841 |
0.204289347563365 |
0.275602193934759 |
0 |
| EWZ |
0.0192362866266652 |
0.0718886538170413 |
0.104198962886357 |
0.0771194774499307 |
0.112411595348926 |
0.318185978446994 |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| TUR |
-0.03 |
0.99 |
0.68 |
0.10 |
0.21 |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
1.94 |
-0.01 |
0.71 |
0.89 |
1.29 |
0.93 |
| Global Equities (ACWI) |
2.47 |
0.19 |
0.83 |
0.75 |
0.91 |
|
| U.S. Equities (SPY) |
2.72 |
0.45 |
1.11 |
1.12 |
1.40 |
0.93 |
| U.S. Bonds (BND) |
1.94 |
-0.01 |
0.71 |
0.89 |
1.29 |
0.93 |
| 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 |
-0.339837109201226 |
0.0301032155509985 |
-0.0242369589760393 |
-0.020377283354233 |
0 |
0 |
| ENZL |
0.779807110594741 |
-0.509618806920663 |
0.0338432243514699 |
0.37044276089647 |
0 |
0 |
| EPHE |
1.00534250716528 |
-0.20088697265854 |
-0.187000437391636 |
-0.155571149543712 |
0 |
0 |
| EWA |
1.81195314820757 |
0.158573360418876 |
0.435145187569956 |
0.281248588708718 |
0.48550188770557 |
0.556024147004603 |
| EWH |
-0.691763246000519 |
-0.787189063382556 |
-0.286790862092595 |
-0.00178617876795954 |
0.322747364070781 |
0.382964270208722 |
| EWJ |
1.84342351773707 |
5.35512711202474e-05 |
0.529155203102061 |
0.500510968798969 |
0.51168619212188 |
0.356571285074246 |
| EWM |
6.30225198811504 |
-0.0381622513021948 |
0.0272384245249925 |
-0.245801157192082 |
0.252156149198832 |
0.41996754082144 |
| EWS |
1.42509930830547 |
-0.165400270498819 |
0.0887814536917409 |
0.0576452953759839 |
0.347657798783342 |
0.476477526406146 |
| EWT |
3.16903642333417 |
0.0460974952374161 |
1.0476926211962 |
0.744077381319276 |
0.846786896533777 |
0.628135828519602 |
| EWY |
0.335109223474347 |
-0.415774008122842 |
0.34568378689176 |
0.140504273137802 |
0.369992967308179 |
0.460018137282581 |
| INDY |
5.5346553512643 |
0.248936066796657 |
0.73498001154213 |
0.555434843137897 |
0 |
0 |
| MCHI |
-0.611045332131429 |
-0.703052942054069 |
-0.198492897092662 |
0.0489956015006219 |
0 |
0 |
| THD |
-0.847527041405362 |
-0.607007193311118 |
-0.333027711103359 |
-0.0434384499958873 |
0.482767463878273 |
0 |
| VNM |
-0.638867013422362 |
-0.627581998279902 |
-0.100533305290641 |
-0.196863882370862 |
-0.097627827243783 |
0 |
| EPOL |
2.26209626475587 |
0.241570836058657 |
0.376802997044791 |
0.150157174671898 |
0 |
0 |
| EWD |
2.67461462988018 |
-0.115780330654704 |
0.665086500282017 |
0.408213964708988 |
0.604314659658868 |
0.573008038842306 |
| EWG |
1.50061039304288 |
-0.0812077333956177 |
0.413270908553856 |
0.267444928785691 |
0.432818520296734 |
0.456374214976177 |
| EWI |
2.08527643933471 |
0.496076636515887 |
0.648019816151455 |
0.377860353957314 |
0.288597988044547 |
0.251870032095399 |
| EWK |
0.955731010303335 |
-0.239764117255223 |
0.224536978697702 |
0.298736455380892 |
0.536140949633844 |
0.3313363128357 |
| EWL |
1.28348541761389 |
0.0240540601928284 |
0.629803186495548 |
0.582846138524053 |
0.812555333242142 |
0.731731319788811 |
| EWN |
2.01616091449939 |
-0.0820706749871582 |
0.734253820923292 |
0.712915016451909 |
0.7209088443238 |
0 |
| EWO |
2.77670999677362 |
0.0308161352130934 |
0.462595683856676 |
0.424787863672929 |
0.336621360720936 |
0.339878072436062 |
| EWP |
1.86877224368561 |
0.501777277417005 |
0.485276294601405 |
0.124159836684181 |
0.205868753079963 |
0.369020486217387 |
| EWQ |
0.438798731906007 |
0.147838715461862 |
0.545759387580269 |
0.487718137422766 |
0.493872708667938 |
0.449345029354841 |
| EWU |
2.866297261585 |
0.420427076152813 |
0.488792010562458 |
0.195265595521753 |
0.468691691344238 |
0.359848244541158 |
| EZU |
1.37457610206503 |
0.0616365056310071 |
0.521982127699723 |
0.379273359767625 |
0.424377588778773 |
0.407197931682865 |
| GREK |
0.771485653293441 |
0.866672825987564 |
0.61601471784441 |
0.0340075584291655 |
0 |
0 |
| NORW |
1.06560610333345 |
-0.127414539701146 |
0.315906639859816 |
0.0849315936316688 |
0 |
0 |
| EIS |
1.18683725556387 |
-0.178204890726324 |
0.336105708759927 |
0.298250472520489 |
0.348648042012085 |
0 |
| EZA |
1.79654088296881 |
-0.00329535573968455 |
0.270243461440684 |
0.0755637823749858 |
0.27523313169278 |
0.417220243944105 |
| TUR |
-0.0318493875987932 |
0.989481733148855 |
0.678126082815551 |
0.0964010977146852 |
0.212820282055775 |
0 |
| EWC |
1.65592524007642 |
0.142762588019701 |
0.583249227717918 |
0.307095007594389 |
0.483496508157276 |
0.54297084812617 |
| EWW |
-0.813995033182377 |
0.143565077129417 |
0.414619358719836 |
0.0115900504513936 |
0.293909554996058 |
0.479479714116256 |
| SPTM |
2.58434736295489 |
0.430444284562751 |
1.07717065714818 |
1.07874510812934 |
1.36458270308955 |
0.903637322374204 |
| ARGT |
1.90077689915335 |
1.1432879694779 |
1.23966139754007 |
0.771896153443818 |
0 |
0 |
| ECH |
-0.321881765852372 |
0.128215092706766 |
-0.0220551760354229 |
-0.0318467182779634 |
0.04185229236468 |
0 |
| EPU |
2.46047829344359 |
1.09582660161727 |
0.423253259685141 |
0.304818015138587 |
0.418471850886059 |
0 |
| EWZ |
0.035721257367828 |
0.10413255164753 |
0.142342245705198 |
0.111782587216124 |
0.164584728107762 |
0.480750055127192 |
Compare: Risk & Volatility
for period ending August 31, 2024
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| TUR |
15.4% |
21.0% |
36.1% |
64.4% |
71.0% |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
3.6% |
20.7% |
20.7% |
20.7% |
20.7% |
32.2% |
| Global Equities (ACWI) |
3.6% |
25.7% |
25.7% |
25.7% |
25.7% |
|
| U.S. Equities (SPY) |
4.0% |
23.9% |
23.9% |
23.9% |
23.9% |
50.8% |
| U.S. Bonds (BND) |
3.1% |
15.8% |
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 |
12.3% |
17.9% |
42.6% |
48.6% |
0% |
0% |
| ENZL |
8.7% |
33.8% |
37.3% |
37.3% |
0% |
0% |
| EPHE |
11.3% |
32.2% |
35.1% |
43.7% |
0% |
0% |
| EWA |
5.4% |
23.4% |
31.4% |
31.4% |
31.4% |
63.8% |
| EWH |
10.5% |
32.7% |
40.4% |
40.4% |
40.4% |
57.1% |
| EWJ |
5.7% |
28.9% |
28.9% |
28.9% |
28.9% |
48.8% |
| EWM |
0.7% |
20.6% |
23.8% |
38.6% |
41.1% |
45.2% |
| EWS |
5.2% |
24.4% |
28.1% |
32.1% |
32.1% |
60% |
| EWT |
3.1% |
37.5% |
37.5% |
37.5% |
37.5% |
58.1% |
| EWY |
9.2% |
40% |
48.1% |
48.1% |
48.1% |
70.2% |
| INDY |
2.5% |
14.9% |
33.6% |
34% |
0% |
0% |
| MCHI |
13.5% |
47.9% |
58.7% |
58.7% |
0% |
0% |
| THD |
13.3% |
28.4% |
34.7% |
40% |
40% |
0% |
| VNM |
14.6% |
46.5% |
46.5% |
46.5% |
56.8% |
0% |
| EPOL |
3.5% |
52.8% |
52.8% |
60.4% |
0% |
0% |
| EWD |
5.4% |
39.7% |
40.3% |
40.3% |
40.3% |
63.1% |
| EWG |
4.1% |
39.3% |
41.7% |
41.7% |
41.7% |
60.7% |
| EWI |
5.4% |
32.9% |
32.9% |
33.4% |
47.9% |
66.1% |
| EWK |
3.8% |
30.9% |
32.4% |
33% |
33% |
70.4% |
| EWL |
6% |
27.6% |
27.6% |
27.6% |
27.6% |
47.4% |
| EWN |
3.5% |
40.4% |
41.3% |
41.3% |
41.3% |
0% |
| EWO |
4.5% |
37.6% |
37.6% |
47.6% |
47.6% |
73.7% |
| EWP |
5.7% |
27.6% |
32.5% |
38.7% |
50.4% |
58.6% |
| EWQ |
7.3% |
29.1% |
29.1% |
29.1% |
34% |
57.8% |
| EWU |
3.6% |
21.3% |
30% |
30% |
30% |
60% |
| EZU |
4.2% |
34% |
34.7% |
34.7% |
35.9% |
62% |
| GREK |
3.1% |
25% |
43.8% |
65.8% |
0% |
0% |
| NORW |
6.6% |
30.6% |
37% |
43.7% |
0% |
0% |
| EIS |
13.7% |
38.6% |
38.6% |
38.6% |
38.6% |
0% |
| EZA |
11.1% |
33.7% |
42.1% |
54% |
54% |
57.1% |
| TUR |
15.4% |
21% |
36.1% |
64.4% |
71% |
0% |
| EWC |
5.1% |
22.9% |
26.9% |
29.4% |
34.1% |
56.7% |
| EWW |
22.8% |
22.8% |
38.2% |
53.5% |
56.2% |
61.2% |
| SPTM |
4.1% |
23.6% |
23.6% |
23.6% |
23.6% |
50.1% |
| ARGT |
9.1% |
29.3% |
38.2% |
55.9% |
0% |
0% |
| ECH |
9.9% |
21.8% |
42% |
59.6% |
68.2% |
0% |
| EPU |
6% |
31.6% |
37.7% |
45% |
56.5% |
0% |
| EWZ |
19.3% |
24.2% |
50.3% |
52.4% |
70.5% |
73.7% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| TUR |
27.1% |
44.2% |
42.5% |
35.1% |
34.8% |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
13.0% |
13.6% |
13.9% |
11.2% |
10.5% |
10.6% |
| Global Equities (ACWI) |
15.7% |
18.1% |
19.4% |
16.1% |
16.5% |
|
| U.S. Equities (SPY) |
17.0% |
19.5% |
20.9% |
17.2% |
16.6% |
16.6% |
| U.S. Bonds (BND) |
8.1% |
7.3% |
6.3% |
5.1% |
4.5% |
4.5% |
| 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 |
18.3% |
16% |
24.8% |
22.1% |
0% |
0% |
| ENZL |
20.2% |
20.5% |
22.1% |
20.2% |
0% |
0% |
| EPHE |
19.8% |
21.5% |
22.5% |
19.2% |
0% |
0% |
| EWA |
19.8% |
24.4% |
25.8% |
20.9% |
22.8% |
24.9% |
| EWH |
16.9% |
21.7% |
21.6% |
20% |
20.3% |
22.1% |
| EWJ |
13.6% |
16.8% |
16.7% |
14.7% |
15.1% |
16.2% |
| EWM |
13.2% |
16.8% |
16.8% |
15.8% |
16.4% |
18% |
| EWS |
14% |
17% |
19.7% |
18.5% |
19.5% |
23.1% |
| EWT |
21% |
24.6% |
26.3% |
21.3% |
21.6% |
24.2% |
| EWY |
26.8% |
26.1% |
28.3% |
23.8% |
25% |
29.1% |
| INDY |
10.4% |
12.7% |
21.9% |
20.1% |
0% |
0% |
| MCHI |
15.6% |
28.3% |
27% |
25.1% |
0% |
0% |
| THD |
16.3% |
17.2% |
22.3% |
19.5% |
23.3% |
0% |
| VNM |
25.6% |
24.7% |
27.8% |
22.9% |
24.5% |
0% |
| EPOL |
31.6% |
36.8% |
37.8% |
29.4% |
0% |
0% |
| EWD |
29.6% |
26.9% |
28% |
21.7% |
23.2% |
25.6% |
| EWG |
21.8% |
24.5% |
26.2% |
21.2% |
23% |
24.5% |
| EWI |
21.5% |
26% |
28.8% |
24.1% |
26.4% |
26.2% |
| EWK |
17% |
18.6% |
22% |
18.5% |
19.5% |
22.1% |
| EWL |
19.5% |
19.4% |
18.4% |
15.5% |
16.4% |
17.5% |
| EWN |
22.9% |
25.7% |
26.6% |
21.2% |
21.9% |
0% |
| EWO |
17.5% |
24.2% |
30.5% |
25.2% |
25.6% |
28.9% |
| EWP |
25.5% |
24.1% |
27.2% |
22.2% |
25.7% |
26.5% |
| EWQ |
17.8% |
22.7% |
25.1% |
20.3% |
22% |
22.8% |
| EWU |
13.1% |
17.9% |
20.5% |
16.8% |
17.7% |
18.6% |
| EZU |
19.5% |
23.2% |
25% |
20.1% |
21.9% |
23.1% |
| GREK |
22% |
26.8% |
33.6% |
32.2% |
0% |
0% |
| NORW |
19% |
23.8% |
29.1% |
23.4% |
0% |
0% |
| EIS |
33.4% |
22.9% |
24.1% |
20.1% |
20.3% |
0% |
| EZA |
20.3% |
27.1% |
30.3% |
26.6% |
26.5% |
29.5% |
| TUR |
27.1% |
44.2% |
42.5% |
35.1% |
34.8% |
0% |
| EWC |
18.6% |
19.9% |
22.9% |
19% |
18.8% |
22.1% |
| EWW |
23.5% |
27.1% |
30.5% |
24.7% |
24.2% |
27.3% |
| SPTM |
17.1% |
19.4% |
21% |
17.4% |
16.9% |
17.1% |
| ARGT |
59.2% |
43.8% |
46.5% |
38.7% |
0% |
0% |
| ECH |
21.3% |
31.2% |
31.4% |
26.7% |
25.8% |
0% |
| EPU |
29.7% |
31.3% |
31% |
26.9% |
26.7% |
0% |
| EWZ |
21.5% |
30.3% |
37.3% |
36.3% |
34.1% |
38.2% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| TUR |
19.1% |
23.2% |
24.6% |
22.8% |
22.4% |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
6.7% |
9.2% |
9.0% |
7.1% |
6.5% |
7.0% |
| Global Equities (ACWI) |
7.5% |
11.9% |
12.6% |
10.5% |
10.6% |
|
| U.S. Equities (SPY) |
8.3% |
12.6% |
13.1% |
10.8% |
10.2% |
11.0% |
| U.S. Bonds (BND) |
4.3% |
5.2% |
4.3% |
3.4% |
2.9% |
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 |
13.3% |
11% |
19.1% |
16.4% |
0% |
0% |
| ENZL |
10.1% |
15.1% |
15.6% |
13.3% |
0% |
0% |
| EPHE |
12.1% |
16.3% |
17.7% |
14.4% |
0% |
0% |
| EWA |
9.4% |
15.6% |
17.7% |
14.5% |
15.3% |
16.9% |
| EWH |
13.4% |
15.3% |
14.8% |
13.8% |
13.7% |
14.8% |
| EWJ |
7.7% |
11.1% |
10.5% |
9.5% |
10.1% |
11% |
| EWM |
3.1% |
11.2% |
11.1% |
11.2% |
11.1% |
11.7% |
| EWS |
8.2% |
11% |
13.5% |
12.7% |
13.2% |
15.3% |
| EWT |
7.3% |
14.9% |
15% |
13.1% |
13.2% |
15.2% |
| EWY |
15.7% |
18.5% |
18.3% |
15.8% |
16.5% |
18.9% |
| INDY |
3% |
7.9% |
15.7% |
13.7% |
0% |
0% |
| MCHI |
11.9% |
18.9% |
18% |
16.8% |
0% |
0% |
| THD |
12.4% |
12.7% |
15.3% |
13.2% |
15.2% |
0% |
| VNM |
20.6% |
19.5% |
20.6% |
17.1% |
17.6% |
0% |
| EPOL |
15.5% |
23.8% |
24.5% |
19.2% |
0% |
0% |
| EWD |
11.2% |
18.2% |
18% |
14.2% |
14.7% |
16.7% |
| EWG |
10.6% |
15.8% |
17.1% |
13.9% |
15.2% |
16.6% |
| EWI |
10.5% |
15.4% |
18.1% |
15.6% |
17.7% |
18% |
| EWK |
9.1% |
12.7% |
14.5% |
12.2% |
12.5% |
15.9% |
| EWL |
9.9% |
12.5% |
11.6% |
9.9% |
10.6% |
11.6% |
| EWN |
11.1% |
16.6% |
16.6% |
13.3% |
13.9% |
0% |
| EWO |
6.6% |
16.2% |
20.3% |
16.6% |
17.2% |
20% |
| EWP |
10.5% |
13.8% |
16.6% |
14.4% |
16.6% |
17.4% |
| EWQ |
11.3% |
14.3% |
16% |
12.9% |
14.3% |
15.4% |
| EWU |
5.7% |
11.2% |
14.1% |
11.8% |
11.8% |
12.7% |
| EZU |
9.9% |
14.6% |
16% |
13% |
14.4% |
15.8% |
| GREK |
14.1% |
15.8% |
22% |
23% |
0% |
0% |
| NORW |
9.2% |
17.4% |
20.5% |
16.4% |
0% |
0% |
| EIS |
19.8% |
16.2% |
16.7% |
14% |
14.1% |
0% |
| EZA |
11% |
19% |
22.3% |
19% |
18.1% |
19.8% |
| TUR |
19.1% |
23.2% |
24.6% |
22.8% |
22.4% |
0% |
| EWC |
9% |
13.1% |
15.5% |
12.9% |
12.6% |
14.9% |
| EWW |
15.6% |
15.9% |
21.2% |
17.9% |
16.9% |
19% |
| SPTM |
8.5% |
12.5% |
13.2% |
11% |
10.4% |
11.5% |
| ARGT |
26.2% |
23.7% |
26.8% |
23.9% |
0% |
0% |
| ECH |
15.6% |
21.1% |
21.7% |
18.3% |
17.8% |
0% |
| EPU |
12.9% |
18.2% |
21.3% |
17.7% |
17.3% |
0% |
| EWZ |
10.9% |
20.3% |
26.8% |
24.5% |
22.9% |
24.7% |
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| TUR |
-0.11 |
0.20 |
0.58 |
0.62 |
0.74 |
|
| Peer Group* average |
|
|
|
|
|
|
| 60% Equity / 40% Bonds |
0.80 |
0.72 |
0.70 |
0.67 |
0.65 |
0.65 |
| Global Equities (ACWI) |
0.94 |
0.94 |
0.94 |
0.94 |
0.99 |
|
| U.S. Equities (SPY) |
1.00 |
1.00 |
1.00 |
1.00 |
1.00 |
1.00 |
| U.S. Bonds (BND) |
0.80 |
0.72 |
0.70 |
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 |
0.874709454853074 |
0.417202008663365 |
0.851630429084275 |
0.805978443497589 |
0 |
0 |
| ENZL |
0.905566951647244 |
0.930701709431932 |
0.929617715633428 |
0.903432073178248 |
0 |
0 |
| EPHE |
0.602876174057457 |
0.795805049924542 |
0.788011407561418 |
0.691122910639455 |
0 |
0 |
| EWA |
0.994180171560873 |
1.06946463775658 |
1.11443425702182 |
1.04212002586539 |
1.13880646879621 |
1.19557690444998 |
| EWH |
0.335812660460314 |
0.369836511358547 |
0.493167489287831 |
0.62131104915626 |
0.726563562902391 |
0.847273454244519 |
| EWJ |
0.731711374818974 |
0.723391382535661 |
0.671551194363887 |
0.708671580282763 |
0.693579210340461 |
0.740550416722371 |
| EWM |
0.272633626219366 |
0.544410343150654 |
0.558983602630618 |
0.552509976209887 |
0.610467647194498 |
0.651060326635062 |
| EWS |
0.366456471180117 |
0.623921791263108 |
0.767119192674962 |
0.828005037375262 |
0.891666984268744 |
1.03358755506152 |
| EWT |
1.03504476802649 |
0.936118208056374 |
0.879125686864559 |
0.864850382051263 |
0.944062828293138 |
1.04457144212541 |
| EWY |
1.45173649029307 |
1.2210859805108 |
1.11398901722439 |
1.06135970897598 |
1.14220576040994 |
1.277488778452 |
| INDY |
0.400326965057996 |
0.495791014929066 |
0.776406082718909 |
0.702909305921145 |
0 |
0 |
| MCHI |
0.300747677720401 |
0.341972826577777 |
0.343545862664333 |
0.61349620712788 |
0 |
0 |
| THD |
0.622353911082066 |
0.498569305070675 |
0.81170424049715 |
0.756150796347565 |
0.842099616042224 |
0 |
| VNM |
1.90401341857624 |
0.999840527107487 |
1.12537994572884 |
1.03886333886698 |
0.968523501638342 |
0 |
| EPOL |
0.750713588211468 |
1.27473545070811 |
1.35441116856643 |
1.17263574254571 |
0 |
0 |
| EWD |
1.26949041824494 |
1.24640643067962 |
1.15229524803907 |
1.07482074860354 |
1.18245993747907 |
1.26622943297851 |
| EWG |
1.21285417742907 |
1.1039237027191 |
1.13944639160756 |
1.09076548997952 |
1.21592034111016 |
1.26404252285143 |
| EWI |
1.00136357166924 |
1.04267977614486 |
1.10137999772659 |
1.03967512740537 |
1.19901524261301 |
1.23631209944204 |
| EWK |
0.759370742241589 |
0.781859342421175 |
0.932898118235095 |
0.911262405767075 |
0.979517142230482 |
1.11346713888677 |
| EWL |
0.980999361485716 |
0.90036223807356 |
0.786457768394509 |
0.766003255124662 |
0.818202835369422 |
0.858213495267734 |
| EWN |
1.2538644035376 |
1.23070820116351 |
1.13842321247194 |
1.07274794022431 |
1.15884007722123 |
0 |
| EWO |
0.626944146989673 |
0.912068595434082 |
1.1377423822515 |
1.12371226521012 |
1.22295249092335 |
1.3744194774981 |
| EWP |
0.984986225623615 |
0.836035734885771 |
0.969394357340425 |
0.938742771157042 |
1.09358361911064 |
1.12801302939957 |
| EWQ |
0.90659994080476 |
0.997680907474704 |
1.05260084663428 |
0.99894873860816 |
1.13346500812951 |
1.16841996955867 |
| EWU |
0.477344031429278 |
0.68281561564888 |
0.825973944033803 |
0.831108581151446 |
0.924642884391913 |
0.967347847154325 |
| EZU |
1.05159811163309 |
1.05380803562326 |
1.08332560770554 |
1.02891728058569 |
1.15525176512921 |
1.20855365771014 |
| GREK |
0.817895334175282 |
0.736745383202774 |
1.1330617692618 |
1.19242030344059 |
0 |
0 |
| NORW |
0.469080006180663 |
0.921735392194197 |
1.17800294796937 |
1.06194392686322 |
0 |
0 |
| EIS |
1.60419967169769 |
1.01546521881846 |
1.04762839110827 |
1.02674252956442 |
1.04218763490156 |
0 |
| EZA |
0.484446449176768 |
0.855016377292915 |
1.02707662242364 |
1.00230894465954 |
1.06809322409544 |
1.17134432202823 |
| TUR |
-0.114456672768161 |
0.196599245586445 |
0.582795854284648 |
0.617673360819381 |
0.74426549287679 |
0 |
| EWC |
0.931438506775991 |
0.930574516386854 |
1.02580939255994 |
0.992801287319419 |
1.01790912060173 |
1.09497689650467 |
| EWW |
1.14637238268291 |
0.928877063315173 |
1.0725782915807 |
0.969133760024222 |
1.02953970305523 |
1.16045592128005 |
| SPTM |
1.0119433106504 |
0.995923329512736 |
1.00800641730129 |
1.01176952446442 |
1.01387315314008 |
1.01865515116856 |
| ARGT |
1.74002855820774 |
1.18274746438846 |
1.32970039986592 |
1.26199041665601 |
0 |
0 |
| ECH |
1.07170194336419 |
0.850920698439989 |
0.953286299020497 |
0.892650906149402 |
0.905237884816135 |
0 |
| EPU |
0.834784252719496 |
0.920417748547945 |
1.00318539133645 |
0.948298647419976 |
0.917409594935711 |
0 |
| EWZ |
0.777910649600868 |
0.820809390466552 |
1.17366045516825 |
1.05049251766392 |
1.18564926045058 |
1.28037558898236 |
Compare: Correlation
for period ending August 31, 2024
| |
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
| to Global Stocks (ACWI) |
-0.10 |
0.12 |
0.34 |
0.35 |
0.42 |
|
| to S&P500 (SPY) |
-0.06 |
0.10 |
0.30 |
0.28 |
0.34 |
|
| to U.S. Bonds (BND) |
-0.27 |
-0.18 |
-0.06 |
-0.00 |
-0.01 |
|
| to Commodities (DBC) |
0.38 |
0.36 |
0.44 |
0.33 |
0.32 |
|
| to Gold (GLD) |
-0.45 |
-0.09 |
-0.04 |
0.14 |
0.09 |
|
