15 Asset Class ETF Total Return 2009 to 2025
Asset Class | ETF | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
US Large Caps | SPY | 4% | 23.3% | 24.3% | -18.5% | 27.3% | 14.6% | 29.4% | -4.6% | 21.7% | 12% | 1.2% | 13.5% | 32.3% | 16% | 1.9% | 15.1% | 26.4% |
US Small Caps | IWM | - | -0.8% | 15.1% | -21.3% | 14% | 17.2% | 24.1% | -11.1% | 14.6% | 21.6% | -4.5% | 5% | 38.7% | 16.7% | -4.4% | 26.9% | 28.5% |
EM Stocks | EEM | - | 11.3% | 6.1% | -21.8% | -4.4% | 13% | 14.9% | -15.3% | 37.3% | 10.9% | -16.2% | -3.9% | -3.6% | 19% | -18.8% | 16.5% | 69% |
EAFE Stocks | EFA | 8.4% | 0.3% | 14.8% | -14.7% | 9% | 1.7% | 18.1% | -13.8% | 25.1% | 1.4% | -1% | -6.2% | 21.4% | 18.8% | -12.2% | 8.2% | 27% |
Preferred Stocks | PFF | - | 4.1% | 2.2% | -20.1% | -75.2% | 310.5% | 11.2% | -4.6% | 8.1% | 1.3% | 4.3% | 14.1% | -1% | 17.6% | -2% | 13.8% | 38.5% |
High Yield Bonds | HYG | 1.4% | 1.6% | 5.1% | -12.6% | -1.5% | -2.8% | 9.4% | -2% | 6.1% | 13.4% | -5% | 1.9% | 5.8% | 11.1% | 6.8% | 11.9% | 28.5% |
Investment Grade Bonds | LQD | 0.7% | -3.5% | 5% | -18.9% | 24.6% | -18.4% | 14.5% | -3.8% | 7.1% | 6.2% | -1.3% | 8.2% | -2% | 10.2% | 9.7% | 9.3% | 8.4% |
Long Duration Treasuries | TLT | 2.1% | -11.7% | -0.7% | -31.9% | 57.9% | -31.9% | 12.4% | -1.6% | 9.2% | 1.2% | -1.8% | 27.3% | -13.4% | 2.4% | 34% | 9% | -21.8% |
TIPS | TIP | - | -0.7% | 1% | -12.7% | -0.3% | 5% | 6.3% | -1.4% | 2.8% | 4.7% | -1.8% | 3.6% | -8.5% | 6.4% | 13.3% | 6.1% | 8.9% |
US Total Bond Market | BND | 0.6% | -2.2% | 2.4% | -13.9% | -8.9% | 9.3% | 6.4% | -0.1% | 4% | 2.3% | 0.1% | 5.4% | -2.5% | 2.9% | 7.9% | 6.2% | 3.6% |
US Cash | BIL | - | 0.2% | -0.1% | 0.4% | -0.5% | 0.1% | 0.5% | 1.7% | 0.7% | 0.1% | -0.1% | -0.1% | -0.1% | -0% | -0% | -0% | 0.3% |
EM Bonds (USD) | EMB | 2.2% | -0% | 5.3% | -20% | 381.4% | -80.8% | 11.2% | -5.5% | 10.3% | 9.3% | 1% | 6% | -7.8% | 16.5% | 7.6% | 10.8% | 15.4% |
REITs | VNQ | - | 8.5% | 7.1% | -27.3% | 628% | -83.2% | 25.2% | -6% | 4.9% | 8.6% | 2.4% | 30.4% | 2.3% | 17.6% | 8.6% | 28.4% | 30.1% |
Gold | GLD | - | 28.3% | 12.7% | -0.8% | -4.1% | 24.8% | 17.9% | -1.9% | 12.8% | 8% | -10.7% | -2.2% | -28.3% | 6.6% | 9.6% | 29.3% | 24% |
Commodities | DBC | 7.3% | -3% | -10.6% | 18.6% | 41.4% | -7.8% | 10.1% | -11.6% | 4.9% | 18.6% | -27.6% | -28.1% | -7.6% | 3.5% | -2.6% | 11.9% | 16.2% |
Highest Return | EFA | GLD | SPY | DBC | VNQ | PFF | SPY | BIL | EEM | IWM | PFF | VNQ | IWM | EEM | TLT | GLD | EEM | |
Lowest Return | BND | TLT | DBC | TLT | PFF | VNQ | BIL | EEM | BIL | BIL | DBC | DBC | GLD | BIL | EEM | BIL | TLT | |
% of Asset class Positive | 100% | 53% | 80% | 13% | 53% | 60% | 100% | 7% | 100% | 100% | 33% | 67% | 33% | 93% | 60% | 93% | 93% |