Asset Class Returns (2024)

Last Update: 31 March 2024

The best performing Asset Class in the last 30 years is US Technology, that granded a +14.30% annualized return.

The worst is US Cash, with a +2.27% annualized return in the last 30 years.

Asset Classes can be easily replicated by ETFs. Some of them are the main components of the most efficient Lazy Portfolios.

Asset Class Metrics

Columns are sortable, Asset Classes are pre-ordered by 30 year return.

ASSET CLASSES

Metrics: Return - Risk - Drawdown

Last Update: 31 March 2024

Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Mar 2024. Current inflation (annualized) is 1Y: 3.48% , 3Y: 5.63% , 5Y: 4.19% , 10Y: 2.84% , 30Y: 2.54%
Returns over 1 year are annualized. Last update: 31 March 2024.

Risk is represented as the annualized Standard Deviation of monthly returns.
High values of Standard Deviation mean high fluctuations in prices.
Last update: 31 March 2024.

The maximum Drawdown is calculated considering the end of month prices.
Low Risk Assets usually grant less severe drawdowns.
Last update: 31 March 2024.

Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Mar 2024. 2024: 1.13%, 2023: 3.32%, 2022: 6.41%, 2021: 7.18%
Last update: 31 March 2024.

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		Return (%) - Mar 31, 2024								St.Dev. (%)				Ann. Return / St.Dev.				Max Drawdown (%)			Return / Drawdown			Ulcer Index			YTD(%)	Yearly Returns (%)			Dividend Yield (%)
Ticker	Asset	1M	3M	6M	1Y	3Y	5Y	10Y	30Y▾	1Y	5Y	10Y	30Y	1Y	5Y	10Y	30Y	5Y	10Y	30Y	5Y	10Y	30Y	5Y	10Y	30Y	2024	2023	2022	2021	2024	2023	2022	2021
QQQ	US Technology	1.27	8.56	24.41	39.27	12.35	20.61	18.58	14.30	15.17	21.67	18.31	23.97	2.59	0.95	1.01	0.60	-32.58	-32.58	-81.08	0.63	0.57	0.18	12.56	9.40	39.57	8.56	54.85	-32.58	27.42	0.14	0.95	0.54	0.54
SPY	US Large Cap	3.27	10.39	23.24	29.63	11.33	14.96	12.85	10.54	13.00	18.18	15.06	15.10	2.28	0.82	0.85	0.70	-23.93	-23.93	-50.80	0.63	0.54	0.21	8.38	6.39	14.76	10.39	26.19	-18.17	28.74	0.34	1.74	1.34	1.54
VTI	US Total Stock Market	2.90	9.56	22.88	28.85	9.45	14.15	12.23	10.49	13.76	18.70	15.50	15.52	2.10	0.76	0.79	0.68	-24.81	-24.81	-50.84	0.57	0.49	0.21	9.13	6.94	14.30	9.56	26.05	-19.51	25.67	0.00	1.80	1.33	1.51
IJR	US Small Cap	3.26	2.40	17.83	15.91	2.13	9.07	8.75	10.13	20.93	23.63	20.06	19.30	0.76	0.38	0.44	0.53	-32.77	-36.12	-51.79	0.28	0.24	0.20	11.29	10.11	12.35	2.40	16.07	-16.19	26.60	0.30	1.51	1.17	1.92
EMB	Emerg. Market Bonds	1.99	1.54	11.43	9.24	-1.98	0.30	2.45	9.05	9.21	12.75	10.00	12.83	1.00	0.02	0.25	0.70	-26.75	-26.75	-31.43	0.01	0.09	0.29	12.38	9.00	6.98	1.54	10.22	-18.64	-2.24	0.85	5.10	3.99	3.73
VNQ	US REITs	1.09	-2.13	15.70	7.62	1.39	3.48	6.11	8.74	19.68	20.42	17.77	19.42	0.39	0.17	0.34	0.45	-32.78	-32.78	-68.30	0.11	0.19	0.13	15.91	12.15	15.70	-2.13	11.79	-26.24	40.52	0.00	4.30	2.82	3.53
CWB	US Convertible Bonds	2.08	1.54	8.97	11.16	-2.30	9.53	8.59	8.64	11.55	16.55	13.31	12.99	0.97	0.58	0.65	0.67	-26.54	-26.54	-43.81	0.36	0.32	0.20	13.22	9.72	10.26	1.54	14.49	-20.81	2.17	0.30	2.23	1.73	1.98
VGK	Europe	3.82	5.02	17.73	14.41	5.67	8.17	4.70	7.14	15.64	20.32	16.85	17.87	0.92	0.40	0.28	0.40	-30.98	-30.98	-59.77	0.26	0.15	0.12	10.59	10.63	18.64	5.02	20.21	-16.00	16.88	0.57	3.70	2.67	3.49
VT	World All Countries	3.19	7.82	19.99	22.75	6.59	10.95	8.76	6.72	13.61	17.84	14.85	15.61	1.67	0.61	0.59	0.43	-25.52	-25.52	-57.06	0.43	0.34	0.12	9.14	7.38	17.96	7.82	22.02	-18.01	18.27	0.41	2.51	1.78	2.13
FLLA	Latin America	0.75	-4.08	12.77	22.57	9.27	3.36	1.62	5.96	22.01	30.04	27.09	29.00	1.03	0.11	0.06	0.21	-46.22	-50.15	-64.59	0.07	0.03	0.09	18.53	25.77	29.59	-4.08	32.80	7.75	-9.34	0.00	6.93	9.57	6.03
PFF	Preferred Stocks	0.69	4.45	10.59	10.28	-0.61	2.66	3.61	5.73	10.48	12.88	9.71	12.90	0.98	0.21	0.37	0.44	-20.63	-20.63	-58.42	0.13	0.17	0.10	9.71	7.02	8.95	4.45	8.59	-18.80	7.13	1.11	6.98	4.14	4.65
GLD	Gold	8.67	7.61	19.99	12.28	8.75	11.01	5.23	5.69	12.80	14.76	14.19	15.51	0.96	0.75	0.37	0.37	-18.08	-20.76	-42.91	0.61	0.25	0.13	6.97	8.33	20.47	7.61	12.69	-0.77	-4.15	0.00	0.00	0.00	0.00
HYG	High Yield Bonds	1.09	1.51	8.72	9.15	1.14	2.88	3.26	5.57	6.18	9.53	7.71	8.72	1.48	0.30	0.42	0.64	-15.25	-15.25	-30.85	0.19	0.21	0.18	5.83	4.57	4.75	1.51	11.00	-10.99	3.75	1.06	6.20	4.59	4.08
TLT	Long Term Treasuries	0.78	-3.71	8.74	-7.84	-9.06	-3.54	0.98	5.27	17.29	16.01	13.74	12.29	-0.45	-0.22	0.07	0.43	-47.74	-47.74	-47.74	-0.07	0.02	0.11	24.72	18.64	12.36	-3.71	2.51	-31.24	-4.60	0.61	3.41	1.81	1.42
LQD	Invest. Grade Bonds	1.54	-0.87	9.13	3.63	-2.59	1.39	2.59	5.26	10.49	10.38	8.13	7.20	0.35	0.13	0.32	0.73	-23.27	-23.27	-23.27	0.06	0.11	0.23	10.96	8.02	5.06	-0.87	9.40	-17.93	-1.85	0.71	4.27	2.66	2.23
TIP	TIPS	0.65	-0.07	4.44	-0.38	-1.22	1.96	1.89	5.16	4.81	6.31	5.16	5.95	-0.08	0.31	0.37	0.87	-14.76	-14.76	-14.76	0.13	0.13	0.35	7.06	5.17	3.95	-0.07	3.27	-13.10	5.67	0.00	2.79	5.89	4.41
EEM	Emerging Markets	2.73	2.16	10.33	6.95	-6.18	1.43	2.24	5.08	15.51	18.92	17.27	22.37	0.45	0.08	0.13	0.23	-36.52	-36.52	-60.44	0.04	0.06	0.08	17.73	17.01	21.70	2.16	8.99	-20.56	-3.61	0.00	2.81	1.95	1.89
EFA	EAFE Stocks	3.38	5.99	17.34	15.17	4.83	7.34	4.77	4.97	13.68	17.92	15.01	16.38	1.11	0.41	0.32	0.30	-27.58	-27.58	-57.38	0.27	0.17	0.09	9.37	9.09	18.63	5.99	18.40	-14.35	11.46	0.00	3.44	2.25	3.62
BNDX	International Bonds	1.12	-0.02	6.59	5.19	-1.73	0.33	2.18	4.86	5.00	5.42	4.27	4.55	1.04	0.06	0.51	1.07	-14.88	-14.88	-14.88	0.02	0.15	0.33	7.44	5.33	3.59	-0.02	8.79	-12.76	-2.28	0.35	4.66	1.31	3.55
BND	US Total Bond Market	0.85	-0.69	5.87	1.62	-2.52	0.32	1.49	4.30	6.80	6.26	4.92	4.21	0.24	0.05	0.30	1.02	-17.28	-17.28	-17.28	0.02	0.09	0.25	8.48	6.11	3.65	-0.69	5.41	-13.11	-1.86	0.56	3.20	2.23	2.06
DBC	Commodities	4.46	4.22	-3.48	1.48	13.42	9.14	-0.46	4.19	13.14	18.75	17.44	18.81	0.11	0.49	-0.03	0.22	-31.66	-57.79	-74.54	0.29	-0.01	0.06	13.22	34.97	39.91	4.22	-6.23	19.34	41.36	0.00	4.42	0.70	0.00
VPL	Pacific	3.12	5.96	16.25	15.95	0.71	5.87	5.40	3.03	12.39	16.63	14.52	17.09	1.29	0.35	0.37	0.18	-28.15	-28.15	-53.17	0.21	0.19	0.06	10.61	9.71	21.47	5.96	15.58	-15.20	1.12	0.40	3.52	2.29	3.15
BIL	US Cash	0.41	1.29	2.64	5.21	2.50	1.87	1.22	2.27	0.13	0.59	0.49	0.64	39.48	3.15	2.49	3.55	-0.16	-0.20	-0.42	11.35	6.20	5.39	0.06	0.08	0.12	1.29	4.94	1.40	-0.10	0.83	5.03	1.36	0.00
Return over 1 year are annualized.
Legend: Stocks Fixed Income Commodities

For further information about the seasonality, check the Asset Class and Commodity Seasonality page.

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Asset Class Correlations

Monthly correlations of Asset Classes, over different timeframes.

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ASSET CLASS MONTHLY CORRELATIONS

Monthly correlations as of 31 March 2024

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	VTI	SPY	IJR	VNQ	QQQ	PFF	EFA	VT	EEM	VGK	VPL	FLLA	BND	TLT	BIL	TIP	LQD	HYG	CWB	BNDX	EMB	GLD	DBC
VTI	-	1.00	0.88	0.91	0.87	0.82	0.91	0.99	0.87	0.88	0.95	0.84	0.73	0.81	0.27	0.70	0.78	0.87	0.89	0.67	0.92	0.16	0.04
SPY	1.00	-	0.85	0.89	0.86	0.82	0.91	0.98	0.85	0.88	0.93	0.82	0.72	0.80	0.27	0.69	0.78	0.86	0.86	0.65	0.91	0.19	0.04
IJR	0.88	0.85	-	0.92	0.73	0.68	0.85	0.89	0.86	0.80	0.93	0.84	0.73	0.80	0.20	0.70	0.76	0.85	0.96	0.72	0.91	0.15	0.10
VNQ	0.91	0.89	0.92	-	0.74	0.77	0.92	0.93	0.85	0.92	0.92	0.88	0.86	0.91	0.30	0.82	0.90	0.95	0.88	0.84	0.98	0.24	-0.04
QQQ	0.87	0.86	0.73	0.74	-	0.64	0.64	0.80	0.69	0.61	0.77	0.74	0.61	0.70	0.13	0.51	0.66	0.68	0.83	0.62	0.76	0.03	-0.27
PFF	0.82	0.82	0.68	0.77	0.64	-	0.84	0.83	0.66	0.83	0.79	0.73	0.81	0.81	0.27	0.80	0.85	0.88	0.72	0.64	0.79	-0.06	0.10
EFA	0.91	0.91	0.85	0.92	0.64	0.84	-	0.96	0.88	0.99	0.95	0.85	0.80	0.84	0.14	0.80	0.84	0.89	0.81	0.69	0.93	0.28	0.17
VT	0.99	0.98	0.89	0.93	0.80	0.83	0.96	-	0.92	0.94	0.98	0.87	0.75	0.82	0.21	0.74	0.81	0.89	0.89	0.68	0.94	0.22	0.11
EEM	0.87	0.85	0.86	0.85	0.69	0.66	0.88	0.92	-	0.86	0.95	0.86	0.59	0.64	0.03	0.58	0.66	0.75	0.85	0.54	0.86	0.27	0.26
VGK	0.88	0.88	0.80	0.92	0.61	0.83	0.99	0.94	0.86	-	0.92	0.84	0.82	0.84	0.14	0.82	0.86	0.89	0.77	0.71	0.93	0.32	0.17
VPL	0.95	0.93	0.93	0.92	0.77	0.79	0.95	0.98	0.95	0.92	-	0.87	0.75	0.81	0.09	0.74	0.79	0.86	0.92	0.69	0.94	0.24	0.13
FLLA	0.84	0.82	0.84	0.88	0.74	0.73	0.85	0.87	0.86	0.84	0.87	-	0.71	0.76	0.06	0.64	0.78	0.81	0.89	0.64	0.87	0.04	0.05
BND	0.73	0.72	0.73	0.86	0.61	0.81	0.80	0.75	0.59	0.82	0.75	0.71	-	0.98	0.22	0.97	0.99	0.93	0.73	0.95	0.89	0.29	-0.15
TLT	0.81	0.80	0.80	0.91	0.70	0.81	0.84	0.82	0.64	0.84	0.81	0.76	0.98	-	0.25	0.93	0.98	0.94	0.80	0.95	0.92	0.23	-0.23
BIL	0.27	0.27	0.20	0.30	0.13	0.27	0.14	0.21	0.03	0.14	0.09	0.06	0.22	0.25	-	0.24	0.25	0.41	0.11	0.27	0.23	-0.05	-0.09
TIP	0.70	0.69	0.70	0.82	0.51	0.80	0.80	0.74	0.58	0.82	0.74	0.64	0.97	0.93	0.24	-	0.95	0.91	0.67	0.90	0.87	0.37	-0.01
LQD	0.78	0.78	0.76	0.90	0.66	0.85	0.84	0.81	0.66	0.86	0.79	0.78	0.99	0.98	0.25	0.95	-	0.96	0.78	0.94	0.93	0.27	-0.10
HYG	0.87	0.86	0.85	0.95	0.68	0.88	0.89	0.89	0.75	0.89	0.86	0.81	0.93	0.94	0.41	0.91	0.96	-	0.82	0.87	0.95	0.21	0.03
CWB	0.89	0.86	0.96	0.88	0.83	0.72	0.81	0.89	0.85	0.77	0.92	0.89	0.73	0.80	0.11	0.67	0.78	0.82	-	0.71	0.89	0.06	0.05
BNDX	0.67	0.65	0.72	0.84	0.62	0.64	0.69	0.68	0.54	0.71	0.69	0.64	0.95	0.95	0.27	0.90	0.94	0.87	0.71	-	0.86	0.38	-0.30
EMB	0.92	0.91	0.91	0.98	0.76	0.79	0.93	0.94	0.86	0.93	0.94	0.87	0.89	0.92	0.23	0.87	0.93	0.95	0.89	0.86	-	0.35	0.01
GLD	0.16	0.19	0.15	0.24	0.03	-0.06	0.28	0.22	0.27	0.32	0.24	0.04	0.29	0.23	-0.05	0.37	0.27	0.21	0.06	0.38	0.35	-	0.15
DBC	0.04	0.04	0.10	-0.04	-0.27	0.10	0.17	0.11	0.26	0.17	0.13	0.05	-0.15	-0.23	-0.09	-0.01	-0.10	0.03	0.05	-0.30	0.01	0.15	-

	VTI	SPY	IJR	VNQ	QQQ	PFF	EFA	VT	EEM	VGK	VPL	FLLA	BND	TLT	BIL	TIP	LQD	HYG	CWB	BNDX	EMB	GLD	DBC
VTI	-	1.00	0.90	0.86	0.92	0.81	0.90	0.98	0.75	0.89	0.86	0.71	0.52	0.20	-0.04	0.62	0.68	0.86	0.89	0.57	0.79	0.24	0.47
SPY	1.00	-	0.87	0.85	0.92	0.80	0.90	0.98	0.73	0.89	0.85	0.69	0.53	0.20	-0.03	0.63	0.68	0.85	0.85	0.57	0.78	0.26	0.46
IJR	0.90	0.87	-	0.81	0.74	0.75	0.86	0.91	0.75	0.85	0.84	0.75	0.40	0.06	-0.12	0.49	0.57	0.82	0.86	0.46	0.71	0.10	0.54
VNQ	0.86	0.85	0.81	-	0.74	0.82	0.82	0.87	0.67	0.83	0.77	0.67	0.60	0.36	-0.10	0.67	0.72	0.79	0.74	0.62	0.80	0.29	0.43
QQQ	0.92	0.92	0.74	0.74	-	0.72	0.77	0.88	0.66	0.76	0.76	0.56	0.58	0.33	0.02	0.65	0.69	0.76	0.85	0.62	0.72	0.26	0.26
PFF	0.81	0.80	0.75	0.82	0.72	-	0.78	0.82	0.69	0.76	0.76	0.65	0.65	0.35	-0.03	0.60	0.76	0.84	0.73	0.63	0.81	0.27	0.31
EFA	0.90	0.90	0.86	0.82	0.77	0.78	-	0.96	0.85	0.99	0.96	0.74	0.57	0.22	0.01	0.58	0.72	0.83	0.79	0.55	0.84	0.30	0.55
VT	0.98	0.98	0.91	0.87	0.88	0.82	0.96	-	0.84	0.95	0.92	0.75	0.56	0.21	-0.02	0.62	0.72	0.87	0.88	0.57	0.84	0.28	0.53
EEM	0.75	0.73	0.75	0.67	0.66	0.69	0.85	0.84	-	0.82	0.87	0.69	0.53	0.21	-0.02	0.46	0.66	0.72	0.75	0.46	0.81	0.37	0.51
VGK	0.89	0.89	0.85	0.83	0.76	0.76	0.99	0.95	0.82	-	0.92	0.74	0.55	0.21	-0.01	0.58	0.70	0.83	0.78	0.53	0.84	0.30	0.56
VPL	0.86	0.85	0.84	0.77	0.76	0.76	0.96	0.92	0.87	0.92	-	0.70	0.57	0.22	0.02	0.56	0.70	0.81	0.80	0.54	0.81	0.29	0.51
FLLA	0.71	0.69	0.75	0.67	0.56	0.65	0.74	0.75	0.69	0.74	0.70	-	0.32	0.02	-0.05	0.32	0.51	0.73	0.66	0.36	0.70	0.19	0.59
BND	0.52	0.53	0.40	0.60	0.58	0.65	0.57	0.56	0.53	0.55	0.57	0.32	-	0.86	0.10	0.85	0.96	0.66	0.49	0.89	0.73	0.48	-0.07
TLT	0.20	0.20	0.06	0.36	0.33	0.35	0.22	0.21	0.21	0.21	0.22	0.02	0.86	-	0.09	0.69	0.74	0.29	0.20	0.72	0.41	0.42	-0.34
BIL	-0.04	-0.03	-0.12	-0.10	0.02	-0.03	0.01	-0.02	-0.02	-0.01	0.02	-0.05	0.10	0.09	-	-0.08	0.07	0.01	-0.10	0.14	0.07	0.11	-0.29
TIP	0.62	0.63	0.49	0.67	0.65	0.60	0.58	0.62	0.46	0.58	0.56	0.32	0.85	0.69	-0.08	-	0.83	0.71	0.55	0.84	0.67	0.49	0.11
LQD	0.68	0.68	0.57	0.72	0.69	0.76	0.72	0.72	0.66	0.70	0.70	0.51	0.96	0.74	0.07	0.83	-	0.81	0.64	0.89	0.86	0.46	0.11
HYG	0.86	0.85	0.82	0.79	0.76	0.84	0.83	0.87	0.72	0.83	0.81	0.73	0.66	0.29	0.01	0.71	0.81	-	0.76	0.73	0.87	0.32	0.42
CWB	0.89	0.85	0.86	0.74	0.85	0.73	0.79	0.88	0.75	0.78	0.80	0.66	0.49	0.20	-0.10	0.55	0.64	0.76	-	0.48	0.76	0.22	0.45
BNDX	0.57	0.57	0.46	0.62	0.62	0.63	0.55	0.57	0.46	0.53	0.54	0.36	0.89	0.72	0.14	0.84	0.89	0.73	0.48	-	0.73	0.43	-0.09
EMB	0.79	0.78	0.71	0.80	0.72	0.81	0.84	0.84	0.81	0.84	0.81	0.70	0.73	0.41	0.07	0.67	0.86	0.87	0.76	0.73	-	0.44	0.37
GLD	0.24	0.26	0.10	0.29	0.26	0.27	0.30	0.28	0.37	0.30	0.29	0.19	0.48	0.42	0.11	0.49	0.46	0.32	0.22	0.43	0.44	-	0.05
DBC	0.47	0.46	0.54	0.43	0.26	0.31	0.55	0.53	0.51	0.56	0.51	0.59	-0.07	-0.34	-0.29	0.11	0.11	0.42	0.45	-0.09	0.37	0.05	-

	VTI	SPY	IJR	VNQ	QQQ	PFF	EFA	VT	EEM	VGK	VPL	FLLA	BND	TLT	BIL	TIP	LQD	HYG	CWB	BNDX	EMB	GLD	DBC
VTI	-	1.00	0.89	0.76	0.91	0.74	0.87	0.97	0.71	0.85	0.84	0.57	0.38	0.08	-0.01	0.49	0.57	0.82	0.89	0.43	0.68	0.09	0.42
SPY	1.00	-	0.85	0.75	0.92	0.73	0.87	0.97	0.70	0.86	0.83	0.57	0.39	0.09	0.00	0.50	0.57	0.81	0.86	0.43	0.68	0.10	0.41
IJR	0.89	0.85	-	0.71	0.70	0.65	0.77	0.86	0.63	0.75	0.76	0.54	0.26	-0.04	-0.09	0.36	0.46	0.75	0.83	0.32	0.56	-0.02	0.46
VNQ	0.76	0.75	0.71	-	0.63	0.76	0.68	0.75	0.56	0.67	0.65	0.47	0.58	0.40	-0.08	0.63	0.69	0.69	0.67	0.59	0.69	0.19	0.25
QQQ	0.91	0.92	0.70	0.63	-	0.67	0.78	0.88	0.64	0.75	0.76	0.45	0.43	0.19	0.03	0.52	0.57	0.71	0.85	0.47	0.62	0.10	0.25
PFF	0.74	0.73	0.65	0.76	0.67	-	0.71	0.75	0.60	0.70	0.68	0.54	0.62	0.34	-0.03	0.58	0.74	0.79	0.70	0.59	0.77	0.21	0.25
EFA	0.87	0.87	0.77	0.68	0.78	0.71	-	0.95	0.82	0.99	0.94	0.65	0.43	0.11	0.03	0.50	0.62	0.80	0.80	0.40	0.76	0.17	0.50
VT	0.97	0.97	0.86	0.75	0.88	0.75	0.95	-	0.82	0.93	0.91	0.66	0.42	0.10	0.00	0.51	0.62	0.84	0.89	0.43	0.75	0.16	0.48
EEM	0.71	0.70	0.63	0.56	0.64	0.60	0.82	0.82	-	0.78	0.86	0.71	0.43	0.14	-0.01	0.45	0.59	0.69	0.74	0.35	0.75	0.31	0.47
VGK	0.85	0.86	0.75	0.67	0.75	0.70	0.99	0.93	0.78	-	0.87	0.65	0.43	0.10	0.03	0.49	0.61	0.79	0.77	0.39	0.76	0.18	0.50
VPL	0.84	0.83	0.76	0.65	0.76	0.68	0.94	0.91	0.86	0.87	-	0.61	0.42	0.11	0.01	0.48	0.59	0.76	0.80	0.39	0.73	0.17	0.46
FLLA	0.57	0.57	0.54	0.47	0.45	0.54	0.65	0.66	0.71	0.65	0.61	-	0.24	-0.02	0.00	0.31	0.45	0.65	0.56	0.25	0.65	0.27	0.53
BND	0.38	0.39	0.26	0.58	0.43	0.62	0.43	0.42	0.43	0.43	0.42	0.24	-	0.87	0.07	0.84	0.94	0.57	0.40	0.88	0.71	0.46	-0.10
TLT	0.08	0.09	-0.04	0.40	0.19	0.34	0.11	0.10	0.14	0.10	0.11	-0.02	0.87	-	0.04	0.69	0.73	0.22	0.12	0.74	0.41	0.42	-0.35
BIL	-0.01	0.00	-0.09	-0.08	0.03	-0.03	0.03	0.00	-0.01	0.03	0.01	0.00	0.07	0.04	-	-0.05	0.05	0.02	-0.05	0.07	0.04	0.12	-0.10
TIP	0.49	0.50	0.36	0.63	0.52	0.58	0.50	0.51	0.45	0.49	0.48	0.31	0.84	0.69	-0.05	-	0.82	0.63	0.48	0.79	0.67	0.48	0.11
LQD	0.57	0.57	0.46	0.69	0.57	0.74	0.62	0.62	0.59	0.61	0.59	0.45	0.94	0.73	0.05	0.82	-	0.74	0.57	0.86	0.85	0.42	0.09
HYG	0.82	0.81	0.75	0.69	0.71	0.79	0.80	0.84	0.69	0.79	0.76	0.65	0.57	0.22	0.02	0.63	0.74	-	0.76	0.60	0.82	0.28	0.45
CWB	0.89	0.86	0.83	0.67	0.85	0.70	0.80	0.89	0.74	0.77	0.80	0.56	0.40	0.12	-0.05	0.48	0.57	0.76	-	0.38	0.69	0.15	0.43
BNDX	0.43	0.43	0.32	0.59	0.47	0.59	0.40	0.43	0.35	0.39	0.39	0.25	0.88	0.74	0.07	0.79	0.86	0.60	0.38	-	0.68	0.37	-0.16
EMB	0.68	0.68	0.56	0.69	0.62	0.77	0.76	0.75	0.75	0.76	0.73	0.65	0.71	0.41	0.04	0.67	0.85	0.82	0.69	0.68	-	0.40	0.33
GLD	0.09	0.10	-0.02	0.19	0.10	0.21	0.17	0.16	0.31	0.18	0.17	0.27	0.46	0.42	0.12	0.48	0.42	0.28	0.15	0.37	0.40	-	0.12
DBC	0.42	0.41	0.46	0.25	0.25	0.25	0.50	0.48	0.47	0.50	0.46	0.53	-0.10	-0.35	-0.10	0.11	0.09	0.45	0.43	-0.16	0.33	0.12	-

	VTI	SPY	IJR	VNQ	QQQ	PFF	EFA	VT	EEM	VGK	VPL	FLLA	BND	TLT	BIL	TIP	LQD	HYG	CWB	BNDX	EMB	GLD	DBC
VTI	-	0.99	0.88	0.63	0.85	0.47	0.84	0.95	0.76	0.84	0.72	0.67	0.15	-0.12	-0.01	0.19	0.32	0.69	0.88	0.15	0.57	0.06	0.33
SPY	0.99	-	0.81	0.61	0.83	0.47	0.83	0.95	0.73	0.84	0.71	0.64	0.16	-0.11	0.00	0.20	0.33	0.67	0.84	0.15	0.56	0.05	0.32
IJR	0.88	0.81	-	0.65	0.72	0.43	0.75	0.82	0.71	0.74	0.65	0.63	0.08	-0.18	-0.05	0.11	0.25	0.66	0.84	0.13	0.51	0.06	0.37
VNQ	0.63	0.61	0.65	-	0.39	0.52	0.61	0.63	0.53	0.61	0.51	0.47	0.31	0.10	-0.01	0.32	0.44	0.68	0.61	0.30	0.52	0.14	0.26
QQQ	0.85	0.83	0.72	0.39	-	0.31	0.66	0.78	0.63	0.65	0.57	0.53	0.10	-0.09	0.00	0.11	0.22	0.52	0.76	0.11	0.44	0.02	0.23
PFF	0.47	0.47	0.43	0.52	0.31	-	0.49	0.50	0.42	0.48	0.43	0.38	0.36	0.14	-0.08	0.36	0.59	0.65	0.50	0.37	0.40	0.04	0.23
EFA	0.84	0.83	0.75	0.61	0.66	0.49	-	0.95	0.82	0.96	0.89	0.71	0.17	-0.10	-0.03	0.20	0.36	0.69	0.78	0.18	0.60	0.18	0.44
VT	0.95	0.95	0.82	0.63	0.78	0.50	0.95	-	0.84	0.93	0.83	0.74	0.16	-0.13	-0.03	0.20	0.35	0.71	0.86	0.17	0.61	0.14	0.40
EEM	0.76	0.73	0.71	0.53	0.63	0.42	0.82	0.84	-	0.78	0.77	0.85	0.12	-0.12	-0.03	0.16	0.29	0.61	0.74	0.13	0.67	0.27	0.40
VGK	0.84	0.84	0.74	0.61	0.65	0.48	0.96	0.93	0.78	-	0.74	0.69	0.18	-0.11	0.01	0.20	0.36	0.69	0.77	0.17	0.58	0.15	0.40
VPL	0.72	0.71	0.65	0.51	0.57	0.43	0.89	0.83	0.77	0.74	-	0.63	0.16	-0.07	-0.08	0.20	0.32	0.57	0.67	0.20	0.54	0.22	0.43
FLLA	0.67	0.64	0.63	0.47	0.53	0.38	0.71	0.74	0.85	0.69	0.63	-	0.08	-0.16	-0.01	0.14	0.26	0.57	0.67	0.09	0.67	0.27	0.42
BND	0.15	0.16	0.08	0.31	0.10	0.36	0.17	0.16	0.12	0.18	0.16	0.08	-	0.85	0.14	0.82	0.87	0.38	0.19	0.67	0.50	0.31	0.03
TLT	-0.12	-0.11	-0.18	0.10	-0.09	0.14	-0.10	-0.13	-0.12	-0.11	-0.07	-0.16	0.85	-	0.05	0.66	0.66	0.05	-0.09	0.52	0.27	0.20	-0.17
BIL	-0.01	0.00	-0.05	-0.01	0.00	-0.08	-0.03	-0.03	-0.03	0.01	-0.08	-0.01	0.14	0.05	-	0.10	0.01	-0.02	-0.02	0.06	0.07	0.01	0.03
TIP	0.19	0.20	0.11	0.32	0.11	0.36	0.20	0.20	0.16	0.20	0.20	0.14	0.82	0.66	0.10	-	0.73	0.39	0.24	0.61	0.44	0.35	0.26
LQD	0.32	0.33	0.25	0.44	0.22	0.59	0.36	0.35	0.29	0.36	0.32	0.26	0.87	0.66	0.01	0.73	-	0.63	0.38	0.69	0.58	0.26	0.13
HYG	0.69	0.67	0.66	0.68	0.52	0.65	0.69	0.71	0.61	0.69	0.57	0.57	0.38	0.05	-0.02	0.39	0.63	-	0.72	0.38	0.64	0.15	0.32
CWB	0.88	0.84	0.84	0.61	0.76	0.50	0.78	0.86	0.74	0.77	0.67	0.67	0.19	-0.09	-0.02	0.24	0.38	0.72	-	0.21	0.59	0.12	0.38
BNDX	0.15	0.15	0.13	0.30	0.11	0.37	0.18	0.17	0.13	0.17	0.20	0.09	0.67	0.52	0.06	0.61	0.69	0.38	0.21	-	0.36	0.24	0.08
EMB	0.57	0.56	0.51	0.52	0.44	0.40	0.60	0.61	0.67	0.58	0.54	0.67	0.50	0.27	0.07	0.44	0.58	0.64	0.59	0.36	-	0.31	0.26
GLD	0.06	0.05	0.06	0.14	0.02	0.04	0.18	0.14	0.27	0.15	0.22	0.27	0.31	0.20	0.01	0.35	0.26	0.15	0.12	0.24	0.31	-	0.30
DBC	0.33	0.32	0.37	0.26	0.23	0.23	0.44	0.40	0.40	0.40	0.43	0.42	0.03	-0.17	0.03	0.26	0.13	0.32	0.38	0.08	0.26	0.30	-

Mastering ETF Investing: How to Build Wealth with Lazy Portfolios and Passive ...

FAQs

What asset class has the best returns? ›

The best performing Asset Class in the last 30 years is US Technology, that granded a +14.23% annualized return. The worst is US Cash, with a +2.27% annualized return in the last 30 years. Asset Classes can be easily replicated by ETFs.

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How do you calculate asset class return? ›

To do this, take the amount you invested in that asset and divide it by the total amount invested in the portfolio. Repeat this formula for each asset type to get each investment weight. For each asset type, multiply the number of returns by the portfolio weight.

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What asset gives the highest return? ›

Mutual Funds:

Mutual Funds pool money from multiple investors to invest in different stocks, bonds and other securities. Among all, equity mutual funds give higher returns by investing in different stocks in various sectors.

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Which asset class will outperform in 2024? ›

Introduction

Global listed infrastructure underperformed in 2023 owing to rising interest rates and a shift away from defensive assets. ...
Infrastructure assets are expected to see earnings growth in 2024 and beyond, aided by structural growth drivers, especially utilities which are benefiting from energy transition.

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What asset classes are performing well? ›

Major Asset Class Returns in 2023

Rank	Index	Asset Class
1	Nikkei 225	Japanese Equities
2	S&P 500	U.S. Large Caps
3	STOXX 50	European Equities
4	S&P SmallCap 600	U.S. Small Caps

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Jan 4, 2024

Read On ›

What are the 4 main asset classes? ›

There are four main asset classes – cash, fixed income, equities, and property – and it's likely your portfolio covers all four areas even if you're not familiar with the term.

What is a good portfolio return? ›

General ROI: A positive ROI is generally considered good, with a normal ROI of 5-7% often seen as a reasonable expectation. However, a strong general ROI is something greater than 10%. Return on Stocks: On average, a ROI of 7% after inflation is often considered good, based on the historical returns of the market.

Get More Info ›

How do I know if my portfolio is good? ›

How to Monitor Your Stock Portfolio?

Keep Yourself Updated About the Latest News About the Company. ...
Analyze the Quarterly Results of the Company. ...
Keep Tabs on Any Corporate Announcements. ...
Be Aware of Any Changes in the Shareholding Pattern. ...
Check the Credit Rating of The Company. ...
Assess the Promoter's Pledge of Shares.

6 days ago

Get More Info Here ›

How do I know if my investments are doing well? ›

Whatever type of securities you hold, here are some tips to help you evaluate and monitor investment performance:

Factor in transaction fees. ...
Create a single spreadsheet for your investments. ...
Consider the role of taxes on performance. ...
Factor in inflation. ...
Compare your returns over several years. ...
Rebalance as needed.

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Is 7% return on assets good? ›

What Is a Good Return on Assets Ratio? A ROA of 5% or lower might be considered low, while a ROA over 20% high. However, it's best to compare the ROAs of similar companies. A ROA for an asset-intensive company might be 2%, but a company with an equivalent net income and fewer assets might have a ROA of 15%.

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What is the safest investment with the highest return? ›

These seven low-risk but potentially high-return investment options can get the job done:

Money market funds.
Dividend stocks.
Bank certificates of deposit.
Annuities.
Bond funds.
High-yield savings accounts.
60/40 mix of stocks and bonds.

May 13, 2024

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Is 5% return on assets good? ›

A good return on assets is in the 10% range. Anything above that is excellent and below 5% is considered harmful. A company with a ROA of 15% or higher is doing very well, while one with 1% or lower is likely in trouble. If the return on assets is less than one, you lose money.

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What is the safest asset class? ›

1. Cash & Cash Alternatives. Cash and cash alternatives — such as money held in a savings account, money market account, certificate of deposit, or money market funds — carry the lowest risk out of all asset classes, as it is extremely unlikely that you will lose principal held in these vehicles.

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What asset classes perform best in inflation? ›

Several asset classes perform well in inflationary environments. Tangible assets, like real estate and commodities, have historically been seen as inflation hedges. Some specialized securities can maintain a portfolio's buying power, including certain sector stocks, inflation-indexed bonds, and securitized debt.

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What is the 10-year return of the stock market? ›

Stock Market Average Yearly Return for the Last 10 Years

The historical average yearly return of the S&P 500 is 12.58% over the last 10 years, as of the end of April 2024. This assumes dividends are reinvested. Adjusted for inflation, the 10-year average stock market return (including dividends) is 9.52%.

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Where to get 10 percent return on investment? ›

Summary of the best investments with 10% ROI

Private credit.
Individual stocks.
Real estate.
Fine art.
Debt.
A business.
Private startups.
Cryptocurrencies.

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Jan 4, 2024

What is the best asset to make money? ›

Consider these 17 assets that can make you rich (with some patience and maintenance) to choose the best investments for your portfolio.

Investment properties. ...
Real estate trusts. ...
Retirement investments. ...
Bonds. ...
Stocks. ...
Farmland. ...
Small business investments. ...
Money market funds.

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