Asset Class Returns (2024)

Last Update: 30 April 2024

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. 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: 30 April 2024

Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Apr 2024. Current inflation (annualized) is 1Y: 3.36% , 3Y: 5.50% , 5Y: 4.18% , 10Y: 2.85% , 30Y: 2.55%
Returns over 1 year are annualized. Last update: 30 April 2024.

Risk is represented as the annualized Standard Deviation of monthly returns.
High values of Standard Deviation mean high fluctuations in prices.
Last update: 30 April 2024.

The maximum Drawdown is calculated considering the end of month prices.
Low Risk Assets usually grant less severe drawdowns.
Last update: 30 April 2024.

Highlighted values indicate returns lower than the US Inflation recorded in the same period. US Inflation is updated to Apr 2024. 2024: 1.45%, 2023: 3.32%, 2022: 6.41%, 2021: 7.18%
Last update: 30 April 2024.

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		Return (%) - Apr 30, 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	-4.37	1.96	21.47	32.51	8.59	18.27	18.09	14.23	16.59	21.77	18.39	23.98	1.96	0.84	0.98	0.59	-32.58	-32.58	-81.08	0.56	0.56	0.18	12.57	9.41	39.57	3.82	54.85	-32.58	27.42	0.14	0.95	0.54	0.54
SPY	US Large Cap	-4.03	4.28	20.90	22.45	7.94	13.11	12.31	10.35	14.34	18.29	15.15	15.12	1.57	0.72	0.81	0.68	-23.93	-23.93	-50.80	0.55	0.51	0.20	8.39	6.40	14.76	5.94	26.19	-18.17	28.74	0.34	1.74	1.34	1.54
VTI	US Total Stock Market	-4.34	3.64	20.73	21.94	6.09	12.27	11.72	10.29	15.12	18.82	15.59	15.55	1.45	0.65	0.75	0.66	-24.81	-24.81	-50.84	0.49	0.47	0.20	9.14	6.95	14.30	4.80	26.05	-19.51	25.67	0.00	1.80	1.33	1.51
IJR	US Small Cap	-5.55	0.67	18.10	12.63	-0.41	7.02	8.43	9.90	21.64	23.76	20.13	19.33	0.58	0.30	0.42	0.51	-32.77	-36.12	-51.79	0.21	0.23	0.19	11.31	10.12	12.36	-3.28	16.07	-16.19	26.60	0.30	1.51	1.17	1.92
EMB	Emerg. Market Bonds	-2.41	0.31	10.05	6.32	-3.54	-0.23	2.09	8.96	9.70	12.80	10.03	12.84	0.65	-0.02	0.21	0.70	-26.75	-26.75	-31.43	-0.01	0.08	0.29	12.49	9.08	7.01	-0.90	10.22	-18.64	-2.24	1.26	5.10	3.99	3.73
CWB	US Convertible Bonds	-3.67	-0.80	9.59	8.58	-4.30	8.15	8.12	8.56	12.20	16.66	13.39	13.01	0.70	0.49	0.61	0.66	-26.54	-26.54	-43.81	0.31	0.31	0.20	13.37	9.82	10.29	-2.19	14.49	-20.81	2.17	0.44	2.23	1.73	1.98
VNQ	US REITs	-7.94	-5.10	10.51	-1.24	-3.82	1.82	4.89	8.45	21.39	20.75	17.95	19.49	-0.06	0.09	0.27	0.43	-32.78	-32.78	-68.30	0.06	0.15	0.12	16.24	12.38	15.76	-9.90	11.79	-26.24	40.52	0.00	4.30	2.82	3.53
VGK	Europe	-2.55	3.60	18.38	7.06	3.15	6.78	4.15	6.87	15.70	20.33	16.86	17.87	0.45	0.33	0.25	0.38	-30.98	-30.98	-59.77	0.22	0.13	0.11	10.60	10.63	18.64	2.33	20.21	-16.00	16.88	0.57	3.70	2.67	3.49
VT	World All Countries	-3.58	3.96	19.17	16.69	3.89	9.39	8.29	6.51	14.56	17.91	14.91	15.63	1.15	0.52	0.56	0.42	-25.52	-25.52	-57.06	0.37	0.32	0.11	9.15	7.39	17.96	3.96	22.02	-18.01	18.27	0.41	2.51	1.78	2.13
FLLA	Latin America	-4.43	-4.12	12.56	13.80	6.16	2.07	0.83	6.07	22.78	30.12	27.12	28.98	0.61	0.07	0.03	0.21	-46.22	-50.15	-64.59	0.04	0.02	0.09	18.56	25.78	29.61	-8.32	32.80	7.75	-9.34	0.00	6.93	9.57	6.03
GLD	Gold	2.99	12.43	15.09	14.65	8.55	11.82	5.48	5.91	12.93	14.76	14.21	15.50	1.13	0.80	0.39	0.38	-18.08	-20.76	-42.91	0.65	0.26	0.14	6.97	8.33	20.47	10.83	12.69	-0.77	-4.15	0.00	0.00	0.00	0.00
PFF	Preferred Stocks	-3.47	-1.91	12.01	5.31	-2.16	1.79	3.05	5.67	11.27	12.98	9.77	12.91	0.47	0.14	0.31	0.44	-20.63	-20.63	-58.42	0.09	0.15	0.10	9.82	7.09	8.95	0.83	8.59	-18.80	7.13	1.62	6.98	4.14	4.65
HYG	High Yield Bonds	-1.35	0.02	8.38	7.46	0.47	2.40	3.08	5.58	6.49	9.55	7.72	8.72	1.15	0.25	0.40	0.64	-15.25	-15.25	-30.85	0.16	0.20	0.18	5.83	4.57	4.75	0.14	11.00	-10.99	3.75	1.58	6.20	4.59	4.08
LQD	Invest. Grade Bonds	-3.24	-3.65	8.20	-0.32	-3.99	0.64	2.12	5.18	11.02	10.48	8.20	7.23	-0.03	0.06	0.26	0.72	-23.27	-23.27	-23.27	0.03	0.09	0.22	11.14	8.15	5.12	-4.08	9.40	-17.93	-1.85	1.08	4.27	2.66	2.23
TIP	TIPS	-1.69	-2.09	3.42	-2.11	-2.24	1.57	1.58	5.16	5.06	6.37	5.18	5.95	-0.42	0.25	0.31	0.87	-14.76	-14.76	-14.76	0.11	0.11	0.35	7.22	5.28	3.99	-1.76	3.27	-13.10	5.67	0.06	2.79	5.89	4.41
TLT	Long Term Treasuries	-6.45	-7.85	7.60	-14.07	-11.78	-4.43	0.10	5.08	18.14	16.23	13.88	12.35	-0.78	-0.27	0.01	0.41	-47.74	-47.74	-47.74	-0.09	0.00	0.11	25.35	19.06	12.57	-9.92	2.51	-31.24	-4.60	0.93	3.41	1.81	1.42
BNDX	International Bonds	-1.40	-0.84	5.25	3.50	-2.13	0.01	1.97	4.85	5.30	5.45	4.30	4.55	0.66	0.00	0.46	1.06	-14.88	-14.88	-14.88	0.00	0.13	0.33	7.52	5.39	3.60	-1.42	8.79	-12.76	-2.28	0.53	4.66	1.31	3.55
EEM	Emerging Markets	-0.22	6.77	13.84	7.61	-6.62	0.91	2.14	4.84	15.46	18.89	17.27	22.34	0.49	0.05	0.12	0.22	-36.52	-36.52	-60.44	0.02	0.06	0.08	17.93	17.11	21.73	1.94	8.99	-20.56	-3.61	0.00	2.81	1.95	1.89
EFA	EAFE Stocks	-3.24	3.01	16.93	8.25	2.68	6.03	4.26	4.74	14.19	17.98	15.05	16.38	0.58	0.34	0.28	0.29	-27.58	-27.58	-57.38	0.22	0.15	0.08	9.38	9.10	18.63	2.55	18.40	-14.35	11.46	0.00	3.44	2.25	3.62
BND	US Total Bond Market	-2.41	-2.92	4.92	-1.40	-3.59	-0.16	1.16	4.25	7.20	6.35	4.98	4.24	-0.19	-0.03	0.23	1.00	-17.28	-17.28	-17.28	-0.01	0.07	0.25	8.64	6.22	3.72	-3.08	5.41	-13.11	-1.86	0.86	3.20	2.23	2.06
DBC	Commodities	1.61	4.52	-0.13	3.90	11.20	9.23	-0.41	4.16	13.16	18.75	17.44	18.80	0.30	0.49	-0.02	0.22	-31.66	-57.79	-74.54	0.29	-0.01	0.06	13.35	34.99	39.97	5.90	-6.23	19.34	41.36	0.00	4.42	0.70	0.00
VPL	Pacific	-4.76	1.83	14.20	9.75	-1.04	4.59	4.89	2.70	13.69	16.80	14.62	17.10	0.71	0.27	0.33	0.16	-28.15	-28.15	-53.17	0.16	0.17	0.05	10.63	9.72	21.47	0.91	15.58	-15.20	1.12	0.40	3.52	2.29	3.15
BIL	US Cash	0.43	1.29	2.64	5.28	2.65	1.92	1.26	2.27	0.12	0.61	0.50	0.64	45.71	3.16	2.53	3.55	-0.16	-0.20	-0.42	11.65	6.43	5.41	0.06	0.08	0.12	1.72	4.94	1.40	-0.10	1.28	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 30 April 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	0.90	0.92	0.89	0.85	0.93	0.99	0.81	0.90	0.96	0.86	0.77	0.83	0.23	0.74	0.81	0.88	0.91	0.71	0.92	0.08	-0.01
SPY	1.00	-	0.87	0.91	0.89	0.85	0.93	0.98	0.80	0.90	0.94	0.83	0.76	0.82	0.24	0.73	0.80	0.87	0.89	0.70	0.91	0.11	-0.01
IJR	0.90	0.87	-	0.94	0.76	0.73	0.91	0.92	0.84	0.88	0.95	0.88	0.79	0.85	0.11	0.75	0.81	0.86	0.96	0.76	0.93	0.09	0.05
VNQ	0.92	0.91	0.94	-	0.79	0.81	0.93	0.94	0.81	0.93	0.94	0.89	0.88	0.92	0.30	0.84	0.91	0.95	0.91	0.86	0.98	0.16	-0.08
QQQ	0.89	0.89	0.76	0.79	-	0.71	0.71	0.84	0.65	0.67	0.81	0.77	0.68	0.75	0.05	0.58	0.71	0.72	0.85	0.68	0.79	-0.04	-0.30
PFF	0.85	0.85	0.73	0.81	0.71	-	0.86	0.86	0.64	0.85	0.82	0.75	0.83	0.83	0.29	0.82	0.86	0.90	0.78	0.69	0.82	-0.11	0.06
EFA	0.93	0.93	0.91	0.93	0.71	0.86	-	0.97	0.88	0.99	0.96	0.86	0.82	0.85	0.22	0.83	0.86	0.92	0.88	0.73	0.96	0.22	0.14
VT	0.99	0.98	0.92	0.94	0.84	0.86	0.97	-	0.88	0.96	0.98	0.88	0.79	0.84	0.21	0.77	0.83	0.90	0.92	0.72	0.95	0.15	0.07
EEM	0.81	0.80	0.84	0.81	0.65	0.64	0.88	0.88	-	0.89	0.88	0.85	0.58	0.64	-0.02	0.57	0.65	0.73	0.81	0.52	0.84	0.26	0.24
VGK	0.90	0.90	0.88	0.93	0.67	0.85	0.99	0.96	0.89	-	0.93	0.85	0.83	0.86	0.26	0.84	0.87	0.93	0.84	0.75	0.96	0.29	0.16
VPL	0.96	0.94	0.95	0.94	0.81	0.82	0.96	0.98	0.88	0.93	-	0.87	0.79	0.83	0.06	0.77	0.82	0.87	0.94	0.73	0.94	0.15	0.07
FLLA	0.86	0.83	0.88	0.89	0.77	0.75	0.86	0.88	0.85	0.85	0.87	-	0.73	0.78	0.08	0.67	0.80	0.83	0.92	0.67	0.89	0.00	0.03
BND	0.77	0.76	0.79	0.88	0.68	0.83	0.82	0.79	0.58	0.83	0.79	0.73	-	0.98	0.26	0.97	0.99	0.95	0.79	0.96	0.91	0.22	-0.17
TLT	0.83	0.82	0.85	0.92	0.75	0.83	0.85	0.84	0.64	0.86	0.83	0.78	0.98	-	0.29	0.94	0.98	0.95	0.85	0.96	0.94	0.18	-0.24
BIL	0.23	0.24	0.11	0.30	0.05	0.29	0.22	0.21	-0.02	0.26	0.06	0.08	0.26	0.29	-	0.26	0.28	0.39	0.00	0.26	0.22	-0.06	-0.14
TIP	0.74	0.73	0.75	0.84	0.58	0.82	0.83	0.77	0.57	0.84	0.77	0.67	0.97	0.94	0.26	-	0.96	0.93	0.72	0.91	0.89	0.31	-0.04
LQD	0.81	0.80	0.81	0.91	0.71	0.86	0.86	0.83	0.65	0.87	0.82	0.80	0.99	0.98	0.28	0.96	-	0.97	0.82	0.94	0.94	0.21	-0.12
HYG	0.88	0.87	0.86	0.95	0.72	0.90	0.92	0.90	0.73	0.93	0.87	0.83	0.95	0.95	0.39	0.93	0.97	-	0.85	0.88	0.96	0.15	-0.01
CWB	0.91	0.89	0.96	0.91	0.85	0.78	0.88	0.92	0.81	0.84	0.94	0.92	0.79	0.85	0.00	0.72	0.82	0.85	-	0.75	0.91	0.00	-0.01
BNDX	0.71	0.70	0.76	0.86	0.68	0.69	0.73	0.72	0.52	0.75	0.73	0.67	0.96	0.96	0.26	0.91	0.94	0.88	0.75	-	0.88	0.31	-0.32
EMB	0.92	0.91	0.93	0.98	0.79	0.82	0.96	0.95	0.84	0.96	0.94	0.89	0.91	0.94	0.22	0.89	0.94	0.96	0.91	0.88	-	0.28	-0.02
GLD	0.08	0.11	0.09	0.16	-0.04	-0.11	0.22	0.15	0.26	0.29	0.15	0.00	0.22	0.18	-0.06	0.31	0.21	0.15	0.00	0.31	0.28	-	0.16
DBC	-0.01	-0.01	0.05	-0.08	-0.30	0.06	0.14	0.07	0.24	0.16	0.07	0.03	-0.17	-0.24	-0.14	-0.04	-0.12	-0.01	-0.01	-0.32	-0.02	0.16	-

	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	0.74	0.89	0.87	0.71	0.54	0.22	-0.06	0.63	0.69	0.86	0.89	0.57	0.79	0.23	0.46
SPY	1.00	-	0.87	0.86	0.92	0.80	0.90	0.98	0.72	0.89	0.85	0.70	0.54	0.23	-0.06	0.63	0.68	0.85	0.85	0.58	0.78	0.25	0.45
IJR	0.90	0.87	-	0.82	0.75	0.75	0.86	0.91	0.75	0.85	0.85	0.76	0.42	0.08	-0.15	0.50	0.58	0.82	0.86	0.47	0.71	0.10	0.54
VNQ	0.86	0.86	0.82	-	0.75	0.83	0.83	0.87	0.66	0.83	0.77	0.67	0.62	0.38	-0.14	0.68	0.73	0.79	0.75	0.63	0.80	0.27	0.42
QQQ	0.92	0.92	0.75	0.75	-	0.73	0.78	0.89	0.66	0.76	0.77	0.56	0.59	0.35	-0.01	0.66	0.69	0.76	0.85	0.62	0.72	0.26	0.26
PFF	0.81	0.80	0.75	0.83	0.73	-	0.78	0.82	0.68	0.77	0.76	0.66	0.66	0.37	-0.06	0.61	0.77	0.84	0.73	0.64	0.81	0.26	0.31
EFA	0.90	0.90	0.86	0.83	0.78	0.78	-	0.96	0.84	0.99	0.96	0.74	0.57	0.23	-0.01	0.59	0.72	0.83	0.79	0.55	0.85	0.29	0.55
VT	0.98	0.98	0.91	0.87	0.89	0.82	0.96	-	0.83	0.95	0.93	0.75	0.57	0.23	-0.05	0.62	0.72	0.87	0.88	0.58	0.85	0.28	0.52
EEM	0.74	0.72	0.75	0.66	0.66	0.68	0.84	0.83	-	0.82	0.86	0.69	0.52	0.21	-0.02	0.45	0.65	0.72	0.75	0.46	0.81	0.37	0.51
VGK	0.89	0.89	0.85	0.83	0.76	0.77	0.99	0.95	0.82	-	0.92	0.75	0.55	0.22	-0.02	0.58	0.70	0.83	0.78	0.53	0.84	0.30	0.56
VPL	0.87	0.85	0.85	0.77	0.77	0.76	0.96	0.93	0.86	0.92	-	0.70	0.58	0.24	-0.01	0.57	0.71	0.81	0.81	0.55	0.81	0.28	0.50
FLLA	0.71	0.70	0.76	0.67	0.56	0.66	0.74	0.75	0.69	0.75	0.70	-	0.33	0.03	-0.06	0.33	0.52	0.73	0.66	0.36	0.70	0.19	0.59
BND	0.54	0.54	0.42	0.62	0.59	0.66	0.57	0.57	0.52	0.55	0.58	0.33	-	0.87	0.06	0.85	0.96	0.67	0.51	0.89	0.73	0.47	-0.07
TLT	0.22	0.23	0.08	0.38	0.35	0.37	0.23	0.23	0.21	0.22	0.24	0.03	0.87	-	0.06	0.69	0.75	0.30	0.22	0.72	0.42	0.40	-0.34
BIL	-0.06	-0.06	-0.15	-0.14	-0.01	-0.06	-0.01	-0.05	-0.02	-0.02	-0.01	-0.06	0.06	0.06	-	-0.11	0.04	-0.01	-0.13	0.11	0.05	0.12	-0.28
TIP	0.63	0.63	0.50	0.68	0.66	0.61	0.59	0.62	0.45	0.58	0.57	0.33	0.85	0.69	-0.11	-	0.84	0.71	0.56	0.84	0.67	0.47	0.10
LQD	0.69	0.68	0.58	0.73	0.69	0.77	0.72	0.72	0.65	0.70	0.71	0.52	0.96	0.75	0.04	0.84	-	0.81	0.65	0.89	0.87	0.45	0.10
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	0.67	0.30	-0.01	0.71	0.81	-	0.76	0.73	0.87	0.32	0.41
CWB	0.89	0.85	0.86	0.75	0.85	0.73	0.79	0.88	0.75	0.78	0.81	0.66	0.51	0.22	-0.13	0.56	0.65	0.76	-	0.49	0.76	0.21	0.45
BNDX	0.57	0.58	0.47	0.63	0.62	0.64	0.55	0.58	0.46	0.53	0.55	0.36	0.89	0.72	0.11	0.84	0.89	0.73	0.49	-	0.73	0.42	-0.09
EMB	0.79	0.78	0.71	0.80	0.72	0.81	0.85	0.85	0.81	0.84	0.81	0.70	0.73	0.42	0.05	0.67	0.87	0.87	0.76	0.73	-	0.43	0.36
GLD	0.23	0.25	0.10	0.27	0.26	0.26	0.29	0.28	0.37	0.30	0.28	0.19	0.47	0.40	0.12	0.47	0.45	0.32	0.21	0.42	0.43	-	0.06
DBC	0.46	0.45	0.54	0.42	0.26	0.31	0.55	0.52	0.51	0.56	0.50	0.59	-0.07	-0.34	-0.28	0.10	0.10	0.41	0.45	-0.09	0.36	0.06	-

	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	0.75	0.88	0.98	0.70	0.85	0.84	0.58	0.40	0.10	-0.03	0.50	0.58	0.82	0.89	0.43	0.68	0.09	0.42
SPY	1.00	-	0.85	0.75	0.92	0.74	0.88	0.97	0.69	0.86	0.83	0.57	0.40	0.10	-0.03	0.50	0.58	0.81	0.86	0.44	0.68	0.10	0.40
IJR	0.89	0.85	-	0.72	0.71	0.66	0.77	0.86	0.63	0.75	0.76	0.54	0.27	-0.02	-0.11	0.37	0.47	0.76	0.83	0.33	0.57	-0.02	0.46
VNQ	0.76	0.75	0.72	-	0.64	0.76	0.68	0.75	0.55	0.67	0.66	0.47	0.58	0.41	-0.11	0.63	0.70	0.69	0.67	0.60	0.70	0.18	0.24
QQQ	0.91	0.92	0.71	0.64	-	0.68	0.78	0.88	0.64	0.75	0.77	0.45	0.44	0.21	0.00	0.53	0.57	0.71	0.85	0.47	0.62	0.09	0.24
PFF	0.75	0.74	0.66	0.76	0.68	-	0.71	0.76	0.59	0.70	0.68	0.54	0.63	0.35	-0.06	0.58	0.74	0.79	0.70	0.59	0.78	0.20	0.25
EFA	0.88	0.88	0.77	0.68	0.78	0.71	-	0.95	0.82	0.99	0.94	0.65	0.44	0.12	0.02	0.50	0.62	0.80	0.80	0.41	0.77	0.17	0.49
VT	0.98	0.97	0.86	0.75	0.88	0.76	0.95	-	0.82	0.93	0.92	0.66	0.43	0.11	-0.02	0.52	0.62	0.84	0.89	0.43	0.75	0.15	0.48
EEM	0.70	0.69	0.63	0.55	0.64	0.59	0.82	0.82	-	0.78	0.86	0.70	0.42	0.14	-0.01	0.45	0.59	0.69	0.73	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	0.11	0.02	0.49	0.61	0.79	0.77	0.40	0.76	0.18	0.50
VPL	0.84	0.83	0.76	0.66	0.77	0.68	0.94	0.92	0.86	0.87	-	0.61	0.43	0.13	-0.02	0.49	0.60	0.76	0.80	0.40	0.73	0.16	0.45
FLLA	0.58	0.57	0.54	0.47	0.45	0.54	0.65	0.66	0.70	0.65	0.61	-	0.25	-0.02	-0.01	0.31	0.45	0.65	0.57	0.25	0.65	0.26	0.52
BND	0.40	0.40	0.27	0.58	0.44	0.63	0.44	0.43	0.42	0.43	0.43	0.25	-	0.87	0.04	0.84	0.95	0.57	0.41	0.88	0.71	0.44	-0.10
TLT	0.10	0.10	-0.02	0.41	0.21	0.35	0.12	0.11	0.14	0.11	0.13	-0.02	0.87	-	0.01	0.70	0.74	0.22	0.13	0.74	0.42	0.41	-0.35
BIL	-0.03	-0.03	-0.11	-0.11	0.00	-0.06	0.02	-0.02	-0.01	0.02	-0.02	-0.01	0.04	0.01	-	-0.07	0.02	0.00	-0.08	0.04	0.02	0.13	-0.09
TIP	0.50	0.50	0.37	0.63	0.53	0.58	0.50	0.52	0.45	0.49	0.49	0.31	0.84	0.70	-0.07	-	0.82	0.64	0.49	0.79	0.67	0.47	0.11
LQD	0.58	0.58	0.47	0.70	0.57	0.74	0.62	0.62	0.59	0.61	0.60	0.45	0.95	0.74	0.02	0.82	-	0.74	0.58	0.86	0.85	0.41	0.08
HYG	0.82	0.81	0.76	0.69	0.71	0.79	0.80	0.84	0.69	0.79	0.76	0.65	0.57	0.22	0.00	0.64	0.74	-	0.76	0.61	0.82	0.27	0.45
CWB	0.89	0.86	0.83	0.67	0.85	0.70	0.80	0.89	0.73	0.77	0.80	0.57	0.41	0.13	-0.08	0.49	0.58	0.76	-	0.38	0.69	0.14	0.43
BNDX	0.43	0.44	0.33	0.60	0.47	0.59	0.41	0.43	0.35	0.40	0.40	0.25	0.88	0.74	0.04	0.79	0.86	0.61	0.38	-	0.68	0.36	-0.16
EMB	0.68	0.68	0.57	0.70	0.62	0.78	0.77	0.75	0.75	0.76	0.73	0.65	0.71	0.42	0.02	0.67	0.85	0.82	0.69	0.68	-	0.39	0.32
GLD	0.09	0.10	-0.02	0.18	0.09	0.20	0.17	0.15	0.31	0.18	0.16	0.26	0.44	0.41	0.13	0.47	0.41	0.27	0.14	0.36	0.39	-	0.12
DBC	0.42	0.40	0.46	0.24	0.24	0.25	0.49	0.48	0.47	0.50	0.45	0.52	-0.10	-0.35	-0.09	0.11	0.08	0.45	0.43	-0.16	0.32	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	0.16	-0.11	-0.02	0.19	0.33	0.69	0.88	0.16	0.57	0.06	0.33
SPY	0.99	-	0.82	0.61	0.83	0.47	0.83	0.95	0.73	0.84	0.71	0.64	0.17	-0.10	-0.01	0.21	0.33	0.67	0.84	0.16	0.56	0.05	0.32
IJR	0.88	0.82	-	0.65	0.72	0.43	0.75	0.82	0.71	0.74	0.65	0.63	0.08	-0.17	-0.05	0.12	0.25	0.66	0.84	0.13	0.52	0.06	0.36
VNQ	0.63	0.61	0.65	-	0.39	0.53	0.61	0.63	0.53	0.61	0.51	0.47	0.32	0.11	-0.02	0.33	0.45	0.69	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	0.66	0.58	0.53	0.10	-0.08	0.00	0.12	0.22	0.52	0.76	0.11	0.44	0.02	0.23
PFF	0.47	0.47	0.43	0.53	0.31	-	0.49	0.51	0.42	0.49	0.44	0.38	0.36	0.15	-0.08	0.36	0.59	0.65	0.50	0.37	0.41	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	0.18	-0.10	-0.03	0.21	0.36	0.69	0.78	0.19	0.60	0.18	0.43
VT	0.95	0.95	0.82	0.63	0.78	0.51	0.95	-	0.84	0.93	0.83	0.74	0.16	-0.12	-0.04	0.21	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	0.13	-0.11	-0.04	0.17	0.29	0.61	0.75	0.13	0.67	0.27	0.40
VGK	0.84	0.84	0.74	0.61	0.66	0.49	0.96	0.93	0.78	-	0.74	0.69	0.18	-0.10	0.01	0.20	0.36	0.69	0.77	0.17	0.58	0.15	0.39
VPL	0.72	0.71	0.65	0.51	0.58	0.44	0.89	0.83	0.77	0.74	-	0.63	0.16	-0.06	-0.08	0.21	0.32	0.58	0.67	0.21	0.54	0.22	0.42
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	0.16	0.17	0.08	0.32	0.10	0.36	0.18	0.16	0.13	0.18	0.16	0.08	-	0.85	0.13	0.82	0.87	0.38	0.19	0.67	0.50	0.30	0.03
TLT	-0.11	-0.10	-0.17	0.11	-0.08	0.15	-0.10	-0.12	-0.11	-0.10	-0.06	-0.16	0.85	-	0.04	0.67	0.67	0.05	-0.09	0.52	0.28	0.20	-0.17
BIL	-0.02	-0.01	-0.05	-0.02	0.00	-0.08	-0.03	-0.04	-0.04	0.01	-0.08	-0.01	0.13	0.04	-	0.09	0.00	-0.03	-0.03	0.06	0.07	0.01	0.03
TIP	0.19	0.21	0.12	0.33	0.12	0.36	0.21	0.21	0.17	0.20	0.21	0.14	0.82	0.67	0.09	-	0.74	0.38	0.24	0.61	0.44	0.35	0.26
LQD	0.33	0.33	0.25	0.45	0.22	0.59	0.36	0.35	0.29	0.36	0.32	0.26	0.87	0.67	0.00	0.74	-	0.63	0.39	0.69	0.58	0.25	0.13
HYG	0.69	0.67	0.66	0.69	0.52	0.65	0.69	0.71	0.61	0.69	0.58	0.57	0.38	0.05	-0.03	0.38	0.63	-	0.72	0.39	0.64	0.15	0.33
CWB	0.88	0.84	0.84	0.61	0.76	0.50	0.78	0.86	0.75	0.77	0.67	0.67	0.19	-0.09	-0.03	0.24	0.39	0.72	-	0.21	0.59	0.12	0.38
BNDX	0.16	0.16	0.13	0.30	0.11	0.37	0.19	0.17	0.13	0.17	0.21	0.09	0.67	0.52	0.06	0.61	0.69	0.39	0.21	-	0.36	0.24	0.08
EMB	0.57	0.56	0.52	0.52	0.44	0.41	0.60	0.61	0.67	0.58	0.54	0.67	0.50	0.28	0.07	0.44	0.58	0.64	0.59	0.36	-	0.30	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	0.30	0.20	0.01	0.35	0.25	0.15	0.12	0.24	0.30	-	0.31
DBC	0.33	0.32	0.36	0.26	0.23	0.23	0.43	0.40	0.40	0.39	0.42	0.42	0.03	-0.17	0.03	0.26	0.13	0.33	0.38	0.08	0.26	0.31	-

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

FAQs

What asset class has the best returns? ›

Which asset class has the best historical returns? The stock market has proven to produce the highest returns over extended periods of time. Since the late 1920s, the compound annual growth rate (CAGR) for the S&P 500 is about 6.7%, assuming that all dividends were reinvested and adjusted for inflation.

What is the hardest asset class to trade? ›

Forex, futures, stocks, options, commodities, bonds? Forex is the hardest. Although it is the most liquid and you can get in and out of trades at speed - you usually get orders filled on the button. It is commonly said that 95 percent of retail Forex traders will fail to make money.

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What is the riskiest asset class? ›

Why Equities Are the Riskiest Asset Class. Equities are generally considered the riskiest class of assets.

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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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Where to get 10 percent return on investment? ›

Investments That Can Potentially Return 10% or More

Growth Stocks. Growth stocks represent companies expected to grow at an above-average rate compared to other companies. ...
Real Estate. ...
Junk Bonds. ...
Index Funds and ETFs. ...
Options Trading. ...
Private Credit.

4 days ago

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What is the best asset class to beat inflation? ›

Gold, Precious Metals, and Commodities

Precious metals such as gold have been historical favorites for hedging against inflation due to their scarcity, tangibility, and historically negative correlation to paper money.

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What is the most efficient asset class? ›

Asset classes that tend to be more efficient include large cap equities and fixed income. Small- and mid-cap styles tend to be less efficient.

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Which is the safest asset class? ›

Fixed Deposit (FD) Offering a much higher interest rate than a regular savings account, fixed deposits with banks are still considered one of the safest investments.

Which asset class has the highest volatility? ›

In particular, equity and equity-type assets tended to show roughly twice as high a volatility in the HVR compared to that in the LVR. Moreover, also in all cases, both downside risk and tail risk were much smaller in the LVR.

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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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Which is the safest trading? ›

Among the different types of trade, long-term trading is the safest strategy. It suits most conservative investors who do not mind buying and holding stocks for years.

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What is the safest commodity to invest in? ›

Gold. No matter what is going on in the market, investing in gold as a commodity always pays off. Gold is one of the world's oldest and best-known ways to make money. Even when the market fluctuates, gold still gives high returns.

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Which stock has the best 1 year return? ›

Overview of the Highest Return Share in Last 1 Year

Jai Balaji Industries Ltd. ...
Cochin Shipyard Ltd. ...
Indian Railway Finance Corporation Ltd. ...
Jupiter Wagons Ltd. ...
Anand Rathi Wealth Ltd. ...
BSE Ltd. ...
Housing and Urban Development Corporation Ltd. ...
Inox Wind Ltd.

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Jun 5, 2024

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Which asset class has the highest ROI ever in history? ›

Equity as an asset class has the highest returns. How do I value an asset?

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What is the best performing asset class? ›

The U.S. stock market is considered to offer the highest investment returns over time. Higher returns, however, come with higher risk. Stock prices typically are more volatile than bond prices. Stock prices over shorter time periods are more volatile than stock prices over longer time periods.

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Which type of asset has the highest return? ›

Which asset class has the best historical returns? Equities have the best historical returns over the long term, though there's generally more risk involved with equity investments, and past performance isn't a guarantee of future success.

Which asset normally gives the highest return? ›

The U.S. stock market is considered to offer the highest investment returns over time. Higher returns, however, come with higher risk. Stock prices typically are more volatile than bond prices.