Periodic Table of Benchmark Asset Class ETF Returns
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Annual Returns Of Benchmark Asset Class ETFs
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Year2001200220032004200520062007200820092010201120122013201420152016Volatility
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Best ReturnUS Real Estate 12.35%Commodities 25.08%Int'l Small Cap 58.78%Int'l Real Estate 36.09%Emerging Mkts 32.05%Int'l Real Estate 38.74%Emerging Mkts 36.89%US 20Yr+ Govt. Bond 29.06%Emerging Mkts 62.02%US Small Cap 27.64%US 20Yr+ Govt. Bond 30.93%Int'l Real Estate 30.53%US Small Cap 32.93%US Real Estate 29.33%US Real Estate 3.59%US Small Cap 18.16%15.76%
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US 1-3Yr Govt. Bond 7.80%Gold 18.86%Emerging Mkts 57.65%Int'l Small Cap 30.92%Int'l Small Cap 21.96%US Real Estate 35.07%Gold 27.45%Gold 8.90%Int'l Small Cap 38.51%US Real Estate 27.07%US TIPS Bond 12.62%Int'l Large Cap 14.01%US S&P 500 28.66%US 20Yr+ Govt. Bond 24.47%US S&P 500 2.08%Commodities 13.12%14.66%
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US TIPS Bond 7.61%US TIPS Bond 16.61%Int'l Real Estate 55.12%US Real Estate 30.76%Commodities 18.01%Emerging Mkts 29.39%Commodities 15.84%US 1-3Yr Govt. Bond 2.38%Int'l Real Estate 36.25%Gold 26.49%Gold 12.44%Int'l Small Cap 12.52%Int'l Large Cap 20.53%US S&P 500 14.01%Int'l Small Cap 0.73%Emerging Mkts 12.82%17.01%
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US 20Yr+ Govt. Bond 4.76%US 20Yr+ Govt. Bond 16.06%US Small Cap 45.63%Int'l Large Cap 20.25%Gold 17.76%Int'l Large Cap 26.27%US 20Yr+ Govt. Bond 11.72%US Short Govt. Bond 1.78%US Small Cap 35.79%Int'l Small Cap 25.75%US Real Estate 10.61%US S&P 500 11.79%Int'l Small Cap 16.04%US Small Cap 8.96%Int'l Large Cap 0.55%US S&P 500 11.86%10.21%
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US Small Cap 3.10%US 1-3Yr Govt. Bond 8.02%Int'l Large Cap 38.67%US Small Cap 19.90%Int'l Real Estate 17.31%Int'l Small Cap 24.88%US TIPS Bond 11.66%US TIPS Bond (1.31%)US Real Estate 35.31%Int'l Real Estate 22.21%US S&P 500 3.01%US Small Cap 11.63%Int'l Real Estate 3.58%Int'l Real Estate 3.59%US 1-3Yr Govt. Bond 0.43%Gold 9.64%20.44%
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US Short Govt. Bond 2.94%Int'l Real Estate 6.17%US Real Estate 35.65%Emerging Mkts 26.12%Int'l Large Cap 13.60%Gold 21.95%Int'l Large Cap 10.78%US Real Estate (34.30%)Int'l Large Cap 28.51%Emerging Mkts 20.31%US 1-3Yr Govt. Bond 1.43%US Real Estate 11.57%US Real Estate 3.37%US TIPS Bond 3.36%US Short Govt. Bond 0.00%US Real Estate 9.56%17.07%
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Gold 1.24%US Real Estate 3.75%US S&P 500 28.50%US S&P 500 10.74%US Real Estate 11.89%US Small Cap 15.66%US 1-3Yr Govt. Bond 7.23%Commodities (40.35%)US S&P 500 25.93%Commodities 16.97%US Short Govt. Bond 0.06%Emerging Mkts 9.44%US 1-3Yr Govt. Bond 0.21%Emerging Mkts 1.08%US 20Yr+ Govt. Bond (0.85%)Int'l Small Cap 4.95%13.12%
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Int'l Real Estate (0.74%)Int'l Small Cap 1.91%Gold 20.28%US 20Yr+ Govt. Bond 8.79%US 20Yr+ Govt. Bond 8.73%US S&P 500 15.64%Int'l Small Cap 3.72%US Small Cap (42.21%)Gold 23.70%US S&P 500 15.36%US Small Cap (0.41%)US TIPS Bond 4.11%US Short Govt. Bond 0.00%US 1-3Yr Govt. Bond 0.44%Int'l Real Estate (1.08%)US TIPS Bond 4.66%4.19%
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Emerging Mkts (2.88%)US Short Govt. Bond 0.53%Commodities 15.39%US TIPS Bond 8.27%US Small Cap 7.36%US Short Govt. Bond 3.80%US S&P 500 4.30%US S&P 500 (42.87%)Commodities 19.74%Int'l Large Cap 10.83%Int'l Large Cap (11.17%)US 20Yr+ Govt. Bond 3.82%Emerging Mkts (4.32%)Gold 0.09%US TIPS Bond (1.68%)Int'l Large Cap 3.27%12.12%
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Int'l Small Cap (10.52%)Emerging Mkts (7.43%)US TIPS Bond 8.00%Gold 7.41%US S&P 500 4.77%US 1-3Yr Govt. Bond 3.77%US Short Govt. Bond 3.82%Int'l Large Cap (47.33%)US TIPS Bond 7.53%US 20Yr+ Govt. Bond 9.58%Commodities (12.87%)US 1-3Yr Govt. Bond 0.18%US TIPS Bond (8.65%)US Short Govt. Bond (0.02%)US Small Cap (3.04%)Int'l Real Estate 2.82%13.70%
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US S&P 500 (12.02%)Int'l Large Cap (15.62%)US 20Yr+ Govt. Bond 3.38%Commodities 6.99%US Short Govt. Bond 3.12%US 20Yr+ Govt. Bond 2.58%Int'l Real Estate 1.38%Int'l Small Cap (51.93%)US Short Govt. Bond 0.11%US TIPS Bond 6.09%Int'l Real Estate (16.16%)US Short Govt. Bond 0.06%Commodities (11.30%)Int'l Small Cap (4.44%)Gold (10.13%)US 20Yr+ Govt. Bond 2.09%14.17%
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Int'l Large Cap (21.94%)US Small Cap (20.02%)US 1-3Yr Govt. Bond 2.38%US 1-3Yr Govt. Bond 1.03%US TIPS Bond 2.59%US TIPS Bond 0.43%US Small Cap (0.50)%Int'l Real Estate (64.48)%US 1-3Yr Govt. Bond 0.09%US 1-3Yr Govt. Bond 2.26%Emerging Mkts (16.83%)Commodities (2.99%)US 20Yr+ Govt. Bond (13.81%)Int'l Large Cap (5.03%)Emerging Mkts (15.74%)US 1-3Yr Govt. Bond 0.82%1.09%
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Worst ReturnCommodities (23.75%)US S&P 500 (22.15%)US Short Govt. Bond 0.03%US Short Govt. Bond 0.26%US 1-3Yr Govt. Bond 1.77%Commodities (3.34%)US Real Estate (26.91%)Emerging Mkts (65.88%)US 20Yr+ Govt. Bond (23.60%)US Short Govt. Bond 0.13%Int'l Small Cap (19.43%)Gold (4.15%)Gold (31.26%)Commodities (17.99%)Commodities (31.34%)US Short Govt. Bond 0.38%0.16%
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Footnotes:(1) Reported return values based on total return, dividends if applicable plus price gain (loss).
Simpler, Smarter Solutions for Your Financial Planning Needs
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(2) All return values include internal ETF/Fund fees (expense ratio), but do NOT include advisor fees and transaction costs.
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(3) List of ETFs and funds used for the annual return comparisons are listed in table below.
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(4) The annual standard deviations listed under the Volatility column to the far right cover the previous year's ETF returns.
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(5) The benchmark asset class ETFS provided below are for edcuational, not investment, purposes only.
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Warning:Past performance does not guarantee future results
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Source:Koch Capital, Quantext Portfolio Planner
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Blog:Latest Periodic Table explanation
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Disclosure:General Site Disclosure
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Category2001200220032004200520062007200820092010201120122013201420152016
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US S&P 500SPYSPYSPYSPYSPYSPYSPYSPYSPYSPYSPYSPYSPYSPYSPYSPY
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US Sml CapNAESXNAESXNAESXNAESXNAESXNAESXVBVBVBVBVBVBVBVBVBVB
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Int'l Lrg CapVTMGXVTMGXVTMGXVTMGXVTMGXVTMGXVTMGXVEAVEAVEAVEAVEAVEAVEAVEAVEA
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Int'l Sml CapDFISXDFISXDFISXDFISXDFISXDFISXDFISXDFISXDFISXVSSVSSVSSVSSVSSVSSVSS
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Emerging MktsVEIEXVEIEXVEIEXVEIEXVEIEXVEIEXVWOVWOVWOVWOVWOVWOVWOVWOVWOVWO
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US Real EstateVGSIXVGSIXVGSIXVGSIXVGSIXVGSIXVNQVNQVNQVNQVNQVNQVNQVNQVNQVNQ
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Int'l Real EstateEGLRXEGLRXEGLRXEGLRXEGLRXEGLRXEGLRXRWXRWXRWXVNQIVNQIVNQIVNQIVNQIVNQI
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Gold^XAU^XAU^XAU^XAU^XAU^XAUGLDGLDGLDGLDGLDGLDGLDGLDGLDGLD
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Commodities^DJC^DJC^DJC^DJC^DJC^DJCDJPDJPDJPDJPDJPDJPDJPDJPDJPDJP
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US 20Yr+ Gov'tVUSTXVUSTXVUSTXTLTTLTTLTTLTTLTTLTTLTTLTTLTTLTTLTTLTTLT
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US TIPS BondVIPSXVIPSXVIPSXVIPSXVIPSXVIPSXTIPTIPTIPTIPTIPTIPTIPTIPTIPTIP
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US 1-3Yr Gov'tVFISXVFISXVFISXVFISXVFISXVFISXSHYSHYSHYSHYSHYSHYSHYSHYSHYSHY
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US Short Gov'tPRTBXPRTBXPRTBXPRTBXPRTBXPRTBXPRTBXSHVSHVSHVSHVSHVSHVSHVSHVSHV
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