Asset Classes
10 Year Performance
Updated: Jun 23, 2026
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Gold (GLD) | 199.44% | 12.30% | 11.63% | -96.28% | 0.58 | 0.76 | 0.13 | 0.09 |
| Agricultural Commodities (DBA) | 43.00% | 4.44% | 3.65% | -40.13% | 0.11 | 0.16 | 0.11 | 0.17 |
| Industrial Metals (DBB) | 127.57% | 9.97% | 8.60% | -75.32% | 0.38 | 0.56 | 0.13 | 0.19 |
| Commodities Broad Basket (DBC) | 113.28% | 9.19% | 7.89% | -57.31% | 0.35 | 0.46 | 0.16 | 0.16 |
| US Dollar (UUP) | 37.46% | 3.43% | 3.24% | -16.66% | 0.06 | 0.09 | 0.21 | 0.07 |
| US Equities (VTI) | 309.58% | 15.84% | 15.19% | -65.33% | 0.70 | 0.85 | 0.24 | 0.08 |
| Europe Equities (VGK) | 168.37% | 11.64% | 10.41% | -60.34% | 0.47 | 0.58 | 0.19 | 0.10 |
| Latin America Equities (ILF) | 124.41% | 12.17% | 8.45% | -96.22% | 0.32 | 0.41 | 0.13 | 0.18 |
| Pacific Developed Equities (VPL) | 177.63% | 11.79% | 10.79% | -55.75% | 0.50 | 0.64 | 0.21 | 0.11 |
| India Equities (INDA) | 104.88% | 9.44% | 7.46% | -65.07% | 0.31 | 0.38 | 0.15 | 0.11 |
| China Equities (FXI) | 28.60% | 6.30% | 2.56% | -114.91% | 0.12 | 0.18 | 0.05 | 0.30 |
| Emerging Markets Equities (EEM) | 156.44% | 11.60% | 9.91% | -77.85% | 0.42 | 0.55 | 0.15 | 0.18 |
| Developed Markets Equities (VEA) | 176.58% | 11.70% | 10.74% | -53.62% | 0.51 | 0.63 | 0.22 | 0.09 |
| US Real Estate Equities (VNQ) | 69.70% | 7.48% | 5.45% | -58.70% | 0.22 | 0.26 | 0.13 | 0.14 |
| Intl Real Estate Equities (VNQI) | 28.96% | 3.83% | 2.58% | -53.83% | 0.05 | 0.07 | 0.07 | 0.16 |
| US Market Bonds (BND) | 16.71% | 1.70% | 1.56% | -22.17% | -0.23 | -0.30 | 0.08 | 0.07 |
| Developed Markets Bonds (BNDX) | 18.86% | 1.82% | 1.75% | -19.29% | -0.29 | -0.39 | 0.09 | 0.06 |
| Emerging Markets Bonds (EMB) | 37.71% | 3.71% | 3.26% | -36.99% | 0.07 | 0.08 | 0.10 | 0.10 |
| Long-Term US Treasuries (TLT) | -16.75% | -0.73% | -1.82% | -67.39% | -0.25 | -0.38 | -0.01 | 0.27 |
| Short-Term US Treasuries (SHY) | 16.71% | 1.56% | 1.56% | -6.16% | -0.92 | -1.33 | 0.25 | 0.02 |
| 7-10 Year US Treasuries (IEF) | 4.72% | 0.68% | 0.46% | -28.40% | -0.35 | -0.53 | 0.02 | 0.11 |
| US High Yield Bonds (HYG) | 61.90% | 5.18% | 4.95% | -28.26% | 0.26 | 0.32 | 0.18 | 0.04 |
| US TIPS (TIP) | 25.35% | 2.43% | 2.29% | -18.58% | -0.10 | -0.14 | 0.13 | 0.06 |
| US Municipal Bonds (MUB) | 20.36% | 1.98% | 1.88% | -15.45% | -0.21 | -0.22 | 0.13 | 0.04 |
| US Corporate Bonds (LQD) | 27.19% | 2.79% | 2.44% | -33.02% | -0.02 | -0.03 | 0.08 | 0.09 |