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15 Asset Class ETF Total Return - 2003 to 2020

Asset Class ETF 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
US Large Caps SPY 28.2% 10.7% 4.8% 15.8% 5.1% -36.8% 26.4% 15.1% 1.9% 16% 32.3% 13.5% 1.2% 12% 21.7% -4.6% 29.4% 1%
US Small Caps IWM 47.9% 18.1% 4.5% 18.3% -1.8% -34.1% 28.5% 26.9% -4.4% 16.7% 38.7% 5% -4.5% 21.6% 14.6% -11.1% 24.1% -10.6%
EM Stocks EEM 63.2% 24.6% 32.6% 31.2% 33.3% -48.9% 69% 16.5% -18.8% 19% -3.6% -3.9% -16.2% 10.9% 37.3% -15.3% 14.9% -2.6%
EAFE Stocks EFA 40.3% 19% 13.3% 25.8% 10% -41% 27% 8.2% -12.2% 18.8% 21.4% -6.2% -1% 1.4% 25.1% -13.8% 18.1% -7.9%
Preferred Stocks PFF ---- -12.6% -23.9% 38.5% 13.8% -2% 17.6% -1% 14.1% 4.3% 1.3% 8.1% -4.6% 11.2% -5.3%
High Yield Bonds HYG ---- 1.6% -17.6% 28.5% 11.9% 6.8% 11.1% 5.8% 1.9% -5% 13.4% 6.1% -2% 9.4% -4%
Investment Grade Bonds LQD 9.1% 5.7% 1.2% 4.2% 3.7% 2.4% 8.4% 9.3% 9.7% 10.2% -2% 8.2% -1.3% 6.2% 7.1% -3.8% 14.5% 7.8%
Long Duration Treasuries TLT 1.6% 8.7% 8.6% 0.7% 10.3% 34% -21.8% 9% 34% 2.4% -13.4% 27.3% -1.8% 1.2% 9.2% -1.6% 12.4% 23%
TIPS TIP -0% 8.3% 2.5% 0.3% 11.9% 0.1% 8.9% 6.1% 13.3% 6.4% -8.5% 3.6% -1.8% 4.7% 2.8% -1.4% 6.3% 7.2%
US Total Bond Market BND ---- 6.1% 6.9% 3.6% 6.2% 7.9% 2.9% -2.5% 5.4% 0.1% 2.3% 4% -0.1% 6.4% 6.1%
US Cash BIL ---- 2.5% 1.6% 0.3% -0% -0% -0% -0.1% -0.1% -0.1% 0.1% 0.7% 1.7% 0.5% 0.1%
EM Bonds (USD) EMB ---- 0.3% -2.1% 15.4% 10.8% 7.6% 16.5% -7.8% 6% 1% 9.3% 10.3% -5.5% 11.2% -2.2%
REITs VNQ - 16% 11.9% 35.3% -16.5% -37% 30.1% 28.4% 8.6% 17.6% 2.3% 30.4% 2.4% 8.6% 4.9% -6% 25.2% -15.9%
Gold GLD - -1.3% 17.8% 22.5% 30.5% 4.9% 24% 29.3% 9.6% 6.6% -28.3% -2.2% -10.7% 8% 12.8% -1.9% 17.9% 21.1%
Commodities DBC --- 4.1% 31.6% -31.8% 16.2% 11.9% -2.6% 3.5% -7.6% -28.1% -27.6% 18.6% 4.9% -11.6% 10.1% -19.6%
Highest Return EEM EEM EEM VNQ EEM TLT EEM GLD TLT EEM IWM VNQ PFF IWM EEM BIL SPY TLT
Lowest Return TLT GLD LQD TIP VNQ EEM TLT TIP EEM TLT GLD DBC DBC BIL BIL EEM BIL DBC
% of Asset class Positive 100% 89% 100% 100% 80% 40% 93% 100% 64% 100% 33% 67% 33% 100% 100% 7% 100% 47%