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220 lines
8.2 KiB
Python
220 lines
8.2 KiB
Python
"""Statics"""
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__docformat__ = "numpy"
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BENCHMARK_CHOICES = {
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"SPY": "SPDR S&P 500 ETF Trust (SPY)",
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"IVV": "iShares Core S&P 500 ETF (IVV)",
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"VTI": "Vanguard Total Stock Market ETF (VTI)",
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"VOO": "Vanguard S&P 500 ETF (VOO)",
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"QQQ": "Invesco QQQ Trust (QQQ)",
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"VTV": "Vanguard Value ETF (VTV)",
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"VEA": "Vanguard FTSE Developed Markets ETF (VEA)",
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"IEFA": "iShares Core MSCI EAFE ETF (IEFA)",
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"AGG": "iShares Core U.S. Aggregate Bond ETF (AGG)",
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"BND": "Vanguard Total Bond Market ETF (BND)",
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"VWO": "Vanguard FTSE Emerging Markets ETF (VWO)",
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"VUG": "Vanguard Growth ETF (VUG)",
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"IEMG": "iShares Core MSCI Emerging Markets ETF (IEMG)",
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"IJR": "iShares Core S&P Small-Cap ETF (IJR)",
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"GLD": "SPDR Gold Shares (GLD)",
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"IWF": "iShares Russell 1000 Growth ETF (IWF)",
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"IJH": "iShares Core S&P Mid-Cap ETF (IJH)",
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"VIG": "Vanguard Dividend Appreciation ETF (VIG)",
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"IWM": "iShares Russell 2000 ETF (IWM)",
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"IWD": "iShares Russell 1000 Value ETF (IWD)",
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"VO": "Vanguard Mid-Cap ETF (VO)",
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"EFA": "iShares MSCI EAFE ETF (EFA)",
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"VXUS": "Vanguard Total International Stock ETF (VXUS)",
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"VGT": "Vanguard Information Technology ETF (VGT)",
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"VYM": "Vanguard High Dividend Yield Index ETF (VYM)",
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"BNDX": "Vanguard Total International Bond ETF (BNDX)",
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"VNQ": "Vanguard Real Estate ETF (VNQ)",
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"VB": "Vanguard Small Cap ETF (VB)",
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"XLK": "Technology Select Sector SPDR Fund (XLK)",
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"ITOT": "iShares Core S&P Total U.S. Stock Market ETF (ITOT)",
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"VCIT": "Vanguard Intermediate-Term Corporate Bond ETF (VCIT)",
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"VCSH": "Vanguard Short-Term Corporate Bond ETF (VCSH)",
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"XLE": "Energy Select Sector SPDR Fund (XLE)",
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"XLV": "Health Care Select Sector SPDR Fund (XLV)",
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"BSV": "Vanguard Short-Term Bond ETF (BSV)",
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"XLF": "Financial Select Sector SPDR Fund (XLF)",
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"SCHD": "Schwab US Dividend Equity ETF (SCHD)",
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"RSP": "Invesco S&P 500® Equal Weight ETF (RSP)",
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"LQD": "iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD)",
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"IVW": "iShares S&P 500 Growth ETF (IVW)",
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"VEU": "Vanguard FTSE All-World ex-US Index Fund (VEU)",
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"TIP": "iShares TIPS Bond ETF (TIP)",
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"IAU": "iShares Gold Trust (IAU)",
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"SCHX": "Schwab U.S. Large-Cap ETF (SCHX)",
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"IXUS": "iShares Core MSCI Total International Stock ETF (IXUS)",
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"IWR": "iShares Russell Midcap ETF (IWR)",
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"IWB": "iShares Russell 1000 ETF (IWB)",
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"DIA": "SPDR Dow Jones Industrial Average ETF Trust (DIA)",
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"EEM": "iShares MSCI Emerging Markets ETF (EEM)",
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"USMV": "iShares MSCI USA Min Vol Factor ETF (USMV)",
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"SCHF": "Schwab International Equity ETF (SCHF)",
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"IVE": "iShares S&P 500 Value ETF (IVE)",
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"MUB": "iShares National Muni Bond ETF (MUB)",
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"VV": "Vanguard Large Cap ETF (VV)",
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"VBR": "Vanguard Small Cap Value ETF (VBR)",
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"ESGU": "iShares ESG Aware MSCI USA ETF (ESGU)",
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"VT": "Vanguard Total World Stock ETF (VT)",
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"DGRO": "iShares Core Dividend Growth ETF (DGRO)",
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"SHY": "iShares 1-3 Year Treasury Bond ETF (SHY)",
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"DVY": "iShares Select Dividend ETF (DVY)",
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"QUAL": "iShares MSCI USA Quality Factor ETF (QUAL)",
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"SCHB": "Schwab U.S. Broad Market ETF (SCHB)",
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"MBB": "iShares MBS ETF (MBB)",
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"SDY": "SPDR S&P Dividend ETF (SDY)",
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"IGSB": "iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB)",
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"VTIP": "Vanguard Short-Term Inflation-Protected Securities ETF (VTIP)",
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"JPST": "JPMorgan Ultra-Short Income ETF (JPST)",
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"TLT": "iShares 20+ Year Treasury Bond ETF (TLT)",
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"ACWI": "iShares MSCI ACWI ETF (ACWI)",
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"MDY": "SPDR S&P Midcap 400 ETF Trust (MDY)",
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"IUSB": "iShares Core Total USD Bond Market ETF (IUSB)",
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"SHV": "iShares Short Treasury Bond ETF (SHV)",
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"VGK": "Vanguard FTSE Europe ETF (VGK)",
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"XLY": "Consumer Discretionary Select Sector SPDR Fund (XLY)",
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"BIL": "SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)",
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"GOVT": "iShares U.S. Treasury Bond ETF (GOVT)",
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"VHT": "Vanguard Health Care ETF (VHT)",
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"VOE": "Vanguard Mid-Cap Value ETF (VOE)",
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"XLP": "Consumer Staples Select Sector SPDR Fund (XLP)",
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"SCHP": "Schwab U.S. TIPS ETF (SCHP)",
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"IEF": "iShares 7-10 Year Treasury Bond ETF (IEF)",
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"PFF": "iShares Preferred & Income Securities ETF (PFF)",
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"XLU": "Utilities Select Sector SPDR Fund (XLU)",
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"VTEB": "Vanguard Tax-Exempt Bond ETF (VTEB)",
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"EFV": "iShares MSCI EAFE Value ETF (EFV)",
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"SCHG": "Schwab U.S. Large-Cap Growth ETF (SCHG)",
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"EMB": "iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)",
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"DFAC": "Dimensional U.S. Core Equity 2 ETF (DFAC)",
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"SCHA": "Schwab U.S. Small-Cap ETF (SCHA)",
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"GDX": "VanEck Gold Miners ETF (GDX)",
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"VMBS": "Vanguard Mortgage-Backed Securities ETF (VMBS)",
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"TQQQ": "ProShares UltraPro QQQ (TQQQ)",
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"VGSH": "Vanguard Short-Term Treasury ETF (VGSH)",
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"HYG": "iShares iBoxx $ High Yield Corporate Bond ETF (HYG)",
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"XLI": "Industrial Select Sector SPDR Fund (XLI)",
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"IWS": "iShares Russell Mid-Cap Value ETF (IWS)",
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"VXF": "Vanguard Extended Market ETF (VXF)",
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"SPLG": "SPDR Portfolio S&P 500 ETF (SPLG)",
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"SPYV": "SPDR Portfolio S&P 500 Value ETF (SPYV)",
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"IWN": "iShares Russell 2000 Value ETF (IWN)",
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}
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PERIODS = ["mtd", "qtd", "ytd", "3m", "6m", "1y", "3y", "5y", "10y", "all"]
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REGIONS = {
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"Afghanistan": "Middle East",
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"Anguilla": "North America",
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"Argentina": "Latin America",
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"Australia": "Asia",
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"Austria": "Europe",
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"Azerbaijan": "Europe",
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"Bahamas": "North America",
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"Bangladesh": "Asia",
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"Barbados": "North America",
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"Belgium": "Europe",
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"Belize": "North America",
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"Bermuda": "North America",
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"Botswana": "Africa",
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"Brazil": "Latin America",
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"British Virgin Islands": "North America",
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"Cambodia": "Asia",
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"Canada": "North America",
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"Cayman Islands": "North America",
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"Chile": "Latin America",
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"China": "Asia",
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"Colombia": "Latin America",
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"Costa Rica": "North America",
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"Cyprus": "Europe",
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"Czech Republic": "Europe",
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"Denmark": "Europe",
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"Dominican Republic": "North America",
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"Egypt": "Middle East",
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"Estonia": "Europe",
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"Falkland Islands": "Latin America",
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"Finland": "Europe",
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"France": "Europe",
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"French Guiana": "Europe",
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"Gabon": "Africa",
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"Georgia": "Europe",
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"Germany": "Europe",
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"Ghana": "Africa",
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"Gibraltar": "Europe",
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"Greece": "Europe",
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"Greenland": "North America",
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"Guernsey": "Europe",
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"Hong Kong": "Asia",
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"Hungary": "Europe",
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"Iceland": "Europe",
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"India": "Asia",
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"Indonesia": "Asia",
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"Ireland": "Europe",
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"Isle of Man": "Europe",
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"Israel": "Middle East",
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"Italy": "Europe",
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"Ivory Coast": "Africa",
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"Japan": "Asia",
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"Jersey": "Europe",
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"Jordan": "Middle East",
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"Kazakhstan": "Asia",
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"Kyrgyzstan": "Asia",
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"Latvia": "Europe",
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"Liechtenstein": "Europe",
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"Lithuania": "Europe",
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"Luxembourg": "Europe",
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"Macau": "Asia",
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"Macedonia": "Europe",
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"Malaysia": "Asia",
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"Malta": "Europe",
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"Mauritius": "Africa",
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"Mexico": "Latin America",
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"Monaco": "Europe",
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"Mongolia": "Asia",
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"Montenegro": "Europe",
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"Morocco": "Africa",
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"Mozambique": "Africa",
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"Myanmar": "Asia",
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"Namibia": "Africa",
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"Netherlands": "Europe",
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"Netherlands Antilles": "Europe",
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"New Zealand": "Asia",
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"Nigeria": "Africa",
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"Norway": "Europe",
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"Panama": "North America",
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"Papua New Guinea": "Asia",
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"Peru": "Latin America",
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"Philippines": "Asia",
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"Poland": "Europe",
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"Portugal": "Europe",
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"Qatar": "Middle East",
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"Reunion": "Africa",
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"Romania": "Europe",
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"Russia": "Asia",
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"Saudi Arabia": "Middle East",
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"Senegal": "Africa",
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"Singapore": "Asia",
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"Slovakia": "Europe",
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"Slovenia": "Europe",
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"South Africa": "Africa",
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"South Korea": "Asia",
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"Spain": "Europe",
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"Suriname": "Latin America",
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"Sweden": "Europe",
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"Switzerland": "Europe",
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"Taiwan": "Asia",
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"Tanzania": "Africa",
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"Thailand": "Asia",
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"Turkey": "Middle East",
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"Ukraine": "Europe",
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"United Arab Emirates": "Middle East",
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"United Kingdom": "Europe",
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"United States": "North America",
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"Uruguay": "Latin America",
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"Vietnam": "Asia",
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"Zambia": "Africa",
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}
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