All Portfolios, ranked by Downside Deviation
for period ending August 31, 2026
More ways to view this list of Portfolio Ingredients:
Ingredient Summary Page (Total Return with Maximum Drawdown Scatterplots)
by Return: Total Return (1, 3, 5, 10, 15, 20 years), Historical Return (past 5 years)
by Risk vs. Return: Risk vs. Return Compass, M-Squared, Alpha, Sharpe Ratio, Sortino Ratio, Treynor Ratio
by Volatility / Risk: Maximum Drawdown, Standard Deviation, Downside Deviation, Beta
by Peer Group: Global Asset Classes, Global Equities, Global Sectors
Downside Deviation is also called "below-target semi deviation". This is similar to standard deviation, except that upside deviation is ignored and only the unfavorable downside deviation is used in the calculation.
Downside Deviation vs. Annual Return
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Portfolio Ingredients: All Portfolios
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S&P 500 (SPY)
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U.S. Bonds (BND)
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Balanced (60% Equity / 40% Bonds)
Sort by any column by clicking on the gray column heading.
| Downside Deviation | Total Return, annualized | |||||||||||||||
| Ingredient Name | ID | Peer Group | Category | 1 year | 3 year | 5 year | 10 year | 15 year | 20 year | 1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Group average | ||||||||||||||||
| Agriculture | DBA | Global Asset Classes | Commodities | 5.7% | 6.3% | 6.4% | 7.2% | 8.4% | 9.4% | 15.0% | 11.7% | 5.4% | 0.0% | |||
| Industrial Metals | DBB | Global Asset Classes | Commodities | 10.2% | 9.8% | 13.6% | 12.2% | 13.0% | 33.5% | 17.2% | 7.5% | 8.4% | 1.8% | |||
| Oil | DBO | Global Asset Classes | Commodities | 31.4% | 19.5% | 20.4% | 22.5% | 21.9% | 67.4% | 14.7% | 15.0% | 11.7% | -0.2% | |||
| Invesco Commodity | DBC | Global Asset Classes | Commodities: Broad | 15.8% | 10.0% | 11.3% | 12.1% | 12.7% | 14.1% | 45.7% | 13.3% | 13.4% | 9.9% | 1.4% | 2.3% | |
| SPDR Gold Shares | GLD | Global Asset Classes | Commodities: Prec Metals | 21.2% | 13.1% | 10.6% | 9.4% | 10.9% | 11.6% | 28.4% | 31.4% | 19.2% | 12.6% | 5.7% | 9.9% | |
| AUStralia | FXA | Global Asset Classes | Currency: AUS Dollar | 5.2% | 5.9% | 7.3% | 6.7% | 7.5% | 8.8% | 10.8% | 4.8% | 0.4% | 0.1% | -1.6% | 1.5% | |
| CAN Canada Dollar | FXC | Global Asset Classes | Currency: CAN Dollar | 3.9% | 3.8% | 4.5% | 4.5% | 5.6% | 6.3% | -0.6% | 0.3% | -1.0% | -0.1% | -2.0% | -0.6% | |
| CHF Swiss Franc | FXF | Global Asset Classes | Currency: CHF Franc | 5.3% | 5.4% | 5.4% | 5.0% | 6.1% | 6.5% | -1.6% | 2.7% | 2.0% | 1.1% | -0.8% | 1.6% | |
| EUR Euro | FXE | Global Asset Classes | Currency: EUR Euro | 3.5% | 4.2% | 5.0% | 4.6% | 5.6% | 6.5% | 0.1% | 3.7% | 0.4% | 0.3% | -1.6% | -0.3% | |
| GBP UK Pound | FXB | Global Asset Classes | Currency: GBP Pound | 3.5% | 4.4% | 5.4% | 5.5% | 5.8% | 6.4% | 2.4% | 4.9% | 1.5% | 1.1% | -0.8% | -0.9% | |
| JPY Japan Yen | FXY | Global Asset Classes | Currency: JPY Yen | 5.1% | 7.1% | 7.9% | 6.8% | 6.9% | -8.4% | -3.5% | -7.7% | -4.7% | -5.2% | |||
| USD US Dollar indx | UUP | Global Asset Classes | Currency: USD index | 2.2% | 4.3% | 4.3% | 4.2% | 4.3% | 6.2% | 3.8% | 5.6% | 3.0% | 3.1% | |||
| iShares MSCI | EEM | Global Asset Classes | Equity: Emerging Mkts | 15.5% | 9.7% | 11.6% | 11.9% | 12.6% | 14.9% | 37.0% | 22.5% | 7.6% | 8.6% | 5.3% | 5.9% | |
| Alerian US MLP | AMLP | Global Asset Classes | Equity: MLP | 5.9% | 7.8% | 12.0% | 22.2% | 18.9% | 23.6% | 19.8% | 20.7% | 7.4% | 5.8% | |||
| US Corp Med 5-10y | IGIB | Global Asset Classes | Fixed Income | 2.4% | 3.3% | 5.2% | 4.7% | 3.9% | 2.1% | 6.1% | 0.9% | 2.8% | 3.0% | |||
| Emerg Mkt Hi Yld | EMHY | Global Asset Classes | Fixed Income | 3.4% | 2.9% | 6.4% | 7.7% | 8.2% | 12.2% | 4.1% | 4.0% | |||||
| Muni Hi Yield | HYD | Global Asset Classes | Fixed Income | 3.4% | 3.9% | 5.5% | 8.2% | 7.3% | 5.5% | 3.7% | -1.0% | 1.3% | 3.2% | |||
| US Treas 7-10yr | IEF | Global Asset Classes | Fixed Income | 2.8% | 4.4% | 5.5% | 4.6% | 4.1% | 4.2% | 0.2% | 3.0% | -1.7% | 0.5% | 1.5% | 3.2% | |
| Intl Treas | IGOV | Global Asset Classes | Fixed Income | 5.1% | 6.4% | 8.2% | 6.7% | 6.3% | -1.5% | 2.6% | -4.3% | -1.5% | -1.2% | |||
| VanEck Intl Hi Yield | IHY | Global Asset Classes | Fixed Income | 3.4% | 2.9% | 6.3% | 6.6% | 4.0% | 8.7% | 2.0% | 3.7% | |||||
| VanEck Intermed Muni | ITM | Global Asset Classes | Fixed Income | 3.7% | 3.5% | 4.7% | 4.4% | 4.0% | 3.1% | 3.1% | -0.2% | 1.4% | 2.5% | |||
| US Hi Yield | JNK | Global Asset Classes | Fixed Income | 1.1% | 2.0% | 5.5% | 5.6% | 5.5% | 5.3% | 8.3% | 3.4% | 4.5% | 4.7% | |||
| US Mort Backed | MBB | Global Asset Classes | Fixed Income | 2.2% | 3.9% | 4.8% | 3.6% | 3.0% | 3.0% | 4.5% | 0.1% | 1.1% | 1.5% | |||
| US Inflation Prot | TIP | Global Asset Classes | Fixed Income | 1.7% | 2.5% | 4.5% | 3.5% | 3.5% | 3.9% | 0.9% | 3.8% | 0.2% | 2.3% | 2.1% | 3.3% | |
| U.S. Agg Bond Market | AGG | Global Asset Classes | Fixed Income: Aggregate | 2.3% | 3.4% | 4.5% | 3.5% | 3.0% | 2.8% | 1.9% | 4.1% | -0.3% | 1.4% | 2.0% | 3.0% | |
| U.S. Total Bond Market | BND | Benchmark | Benchmark | 2.2% | 3.3% | 4.5% | 3.5% | 3.0% | 2.8% | 1.8% | 4.1% | -0.4% | 1.4% | 2.0% | 3.1% | |
| iShares Emerg | EMB | Global Asset Classes | Fixed Income: Aggregate | 4.0% | 4.4% | 7.2% | 7.6% | 6.9% | 6.0% | 8.8% | 1.0% | 2.5% | 3.6% | |||
| Invesco Emerg Mkt Sov Debt | PCY | Global Asset Classes | Fixed Income: Aggregate | 5.6% | 6.7% | 10.2% | 9.8% | 8.8% | 5.0% | 8.1% | -0.2% | 1.4% | 3.2% | |||
| T-Bill 1-3 Month | BIL | Global Asset Classes | Fixed Income: Cash-like | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 3.7% | 4.5% | 3.5% | 2.3% | 1.5% | |||
| iShares Treas 20y+ | TLT | Global Asset Classes | Fixed Income: Long-Term | 6.8% | 9.6% | 10.4% | 9.3% | 8.8% | 9.0% | -0.3% | -1.1% | -8.0% | -2.4% | 1.1% | 2.9% | |
| iSh Treas 1-3y | SHY | Global Asset Classes | Fixed Income: Short-Term | 0.5% | 0.6% | 1.2% | 0.9% | 0.8% | 0.7% | 2.3% | 4.1% | 1.8% | 1.7% | 1.3% | 1.9% | |
| ACWI (Global) | ACWI | Global Asset Classes | Int'l Equity: Core | 7.4% | 6.9% | 10.4% | 10.5% | 10.0% | 22.3% | 20.5% | 10.9% | 12.7% | 11.2% | |||
| Intl Dev Core | EFA | Global Asset Classes | Int'l Equity: Lg Cap | 9.4% | 8.0% | 10.8% | 10.7% | 10.6% | 12.7% | 21.5% | 18.2% | 9.3% | 9.5% | 7.9% | 5.5% | |
| iSh EAFE Growth | EFG | Global Asset Classes | Int'l Equity: Lg Cap Gro | 11.3% | 10.1% | 12.7% | 11.3% | 11.0% | 12.7% | 14.8% | 12.6% | 4.0% | 8.1% | 7.3% | 5.3% | |
| iSh EAFE Value | EFV | Global Asset Classes | Int'l Equity: Lg Cap Val | 8.6% | 7.1% | 10.4% | 11.6% | 11.3% | 13.4% | 28.3% | 23.7% | 14.6% | 10.4% | 8.1% | 5.2% | |
| Intl Dev Sm Cap | SCZ | Global Asset Classes | Int'l Equity: Small Cap | 11.0% | 9.7% | 12.2% | 12.4% | 11.8% | 18.7% | 17.3% | 5.4% | 8.5% | 8.4% | |||
| US Large Core | IWB | Global Asset Classes | U.S. Equity: Lg / Mid | 6.0% | 7.5% | 10.9% | 11.1% | 10.0% | 11.4% | 19.6% | 20.6% | 12.0% | 15.0% | 14.8% | 11.2% | |
| iSh Russell 3000 | IWV | Global Asset Classes | U.S. Equity: Lg Cap | 5.9% | 7.6% | 11.0% | 11.2% | 10.2% | 11.6% | 19.9% | 20.4% | 11.6% | 14.7% | 14.5% | 11.0% | |
| S&P 500 | SPY | Benchmark | Benchmark | 6.1% | 7.3% | 10.8% | 10.9% | 9.8% | 11.2% | 20.2% | 20.9% | 12.7% | 15.3% | 15.0% | 11.3% | |
| iSh Russ 1000 Gro | IWF | Global Asset Classes | U.S. Equity: Lg Cap Gro | 9.6% | 10.1% | 13.7% | 12.5% | 11.0% | 12.0% | 10.6% | 20.9% | 11.7% | 17.7% | 16.7% | 13.2% | |
| Invecso QQQ | QQQ | Global Asset Classes | U.S. Equity: Lg Cap Gro | 11.0% | 9.9% | 14.7% | 13.2% | 11.8% | 13.4% | 26.3% | 24.5% | 14.2% | 20.8% | 19.7% | 16.6% | |
| iSh Russ 1000 Val | IWD | Global Asset Classes | U.S. Equity: Lg Cap Val | 6.2% | 8.0% | 10.2% | 11.3% | 10.3% | 11.8% | 29.5% | 19.6% | 11.6% | 11.6% | 12.4% | 8.7% | |
| iSh Russell | IWC | Global Asset Classes | U.S. Equity: Micro Cap | 10.8% | 14.5% | 15.3% | 16.4% | 15.0% | 16.3% | 37.5% | 23.0% | 6.6% | 11.0% | 11.7% | 7.9% | |
| iSh US Mid Core | IWR | Global Asset Classes | U.S. Equity: Mid Cap | 6.4% | 9.3% | 11.8% | 12.8% | 11.5% | 13.2% | 17.7% | 16.7% | 7.9% | 11.5% | 12.4% | 9.9% | |
| iSh US Mid Growth | IWP | Global Asset Classes | U.S. Equity: Mid Cap Gro | 9.4% | 11.4% | 13.7% | 13.2% | 12.0% | 13.5% | -1.4% | 13.9% | 4.1% | 11.9% | 12.3% | 10.2% | |
| iSh US Mid Value | IWS | Global Asset Classes | U.S. Equity: Mid Cap Val | 6.3% | 9.3% | 11.8% | 13.4% | 12.0% | 13.7% | 24.3% | 17.2% | 9.3% | 10.3% | 11.8% | 9.1% | |
| iSh Russ 2000 | IWM | Global Asset Classes | U.S. Equity: Sm Cap | 7.4% | 12.5% | 13.9% | 15.0% | 13.8% | 15.0% | 26.3% | 17.3% | 6.7% | 10.5% | 11.3% | 8.8% | |
| iSh Russell 2000 | IWO | Global Asset Classes | U.S. Equity: Sm Cap Gro | 10.9% | 14.1% | 15.1% | 15.4% | 14.4% | 15.4% | 23.1% | 16.9% | 5.0% | 10.6% | 11.5% | 9.4% | |
| iSh Russ 2000 Val | IWN | Global Asset Classes | U.S. Equity: Sm Cap Val | 4.8% | 11.5% | 13.4% | 15.5% | 14.0% | 15.3% | 29.6% | 17.6% | 8.3% | 9.9% | 10.8% | 7.8% | |
| iShares Real Estate | IYR | Global Asset Classes | U.S. Real Estate | 8.3% | 11.2% | 13.1% | 12.9% | 12.1% | 16.2% | 7.6% | 9.1% | 1.4% | 5.1% | 7.3% | 5.2% | |
| Vanguard Real Estate | VNQ | Global Asset Classes | U.S. Real Estate | 8.3% | 11.2% | 13.2% | 12.8% | 12.3% | 16.6% | 8.6% | 9.6% | 1.5% | 4.9% | 7.7% | 5.9% | |
| Indonesia | EIDO | Global Equities | Asia and Australia | 17.6% | 15.9% | 14.4% | 16.7% | 17.6% | -26.0% | -14.8% | -6.8% | -4.5% | -4.1% | |||
| New Zealand | ENZL | Global Equities | Asia and Australia | 11.8% | 10.4% | 13.6% | 13.0% | 12.9% | 9.7% | 4.6% | -3.2% | 3.1% | 6.3% | |||
| Philippines | EPHE | Global Equities | Asia and Australia | 13.8% | 13.0% | 15.1% | 14.9% | 14.7% | -6.7% | 1.6% | -2.6% | -3.4% | 0.9% | |||
| Australia | EWA | Global Equities | Asia and Australia | 10.2% | 10.7% | 14.1% | 14.0% | 14.8% | 16.9% | 14.3% | 14.4% | 7.3% | 8.4% | 6.0% | 6.4% | |
| Hong Kong | EWH | Global Equities | Asia and Australia | 11.1% | 11.8% | 14.4% | 13.4% | 13.8% | 14.9% | 13.6% | 13.1% | 1.5% | 4.4% | 5.2% | 5.8% | |
| Japan | EWJ | Global Equities | Asia and Australia | 11.0% | 8.4% | 10.4% | 9.5% | 9.6% | 11.1% | 27.8% | 19.3% | 9.6% | 9.1% | 8.1% | 4.6% | |
| Malaysia | EWM | Global Equities | Asia and Australia | 6.3% | 8.1% | 10.5% | 10.0% | 11.1% | 11.8% | 18.4% | 13.7% | 4.8% | 2.5% | 1.0% | 4.7% | |
| Singapore | EWS | Global Equities | Asia and Australia | 2.6% | 6.0% | 9.6% | 12.0% | 12.7% | 15.3% | 26.8% | 28.1% | 13.5% | 9.6% | 6.1% | 7.5% | |
| Taiwan | EWT | Global Equities | Asia and Australia | 25.1% | 12.9% | 15.5% | 13.9% | 13.2% | 15.6% | 92.1% | 40.6% | 18.8% | 19.2% | 14.1% | 11.8% | |
| S Korea | EWY | Global Equities | Asia and Australia | 83.3% | 31.3% | 25.8% | 20.6% | 18.5% | 20.8% | 156.0% | 46.0% | 18.3% | 14.5% | 9.9% | 8.7% | |
| India | INDY | Global Equities | Asia and Australia | 11.0% | 9.2% | 9.1% | 13.1% | 14.5% | -7.0% | 1.9% | 0.7% | 6.0% | 5.4% | |||
| China | MCHI | Global Equities | Asia and Australia | 11.1% | 11.9% | 17.4% | 16.2% | 16.3% | -9.1% | 9.6% | -2.8% | 3.5% | 3.4% | |||
| Thailand | THD | Global Equities | Asia and Australia | 10.6% | 12.3% | 12.5% | 13.5% | 14.5% | 31.1% | 5.1% | 1.3% | 2.4% | 3.4% | |||
| Vietnam | VNM | Global Equities | Asia and Australia | 12.9% | 17.2% | 18.2% | 17.3% | 17.3% | -1.1% | 8.0% | -0.4% | 3.1% | 1.2% | |||
| Poland | EPOL | Global Equities | Europe | 8.5% | 12.4% | 21.0% | 20.1% | 19.2% | 44.9% | 38.5% | 18.0% | 12.4% | 5.6% | |||
| Sweden | EWD | Global Equities | Europe | 13.6% | 12.3% | 16.6% | 15.0% | 14.1% | 16.7% | 19.3% | 20.9% | 5.6% | 9.9% | 8.3% | 7.3% | |
| Germany | EWG | Global Equities | Europe | 12.1% | 10.4% | 14.2% | 14.0% | 13.9% | 16.7% | 7.7% | 19.0% | 7.5% | 7.9% | 7.6% | 5.7% | |
| Italy | EWI | Global Equities | Europe | 8.5% | 8.8% | 13.4% | 15.3% | 15.9% | 18.0% | 26.0% | 29.0% | 17.9% | 14.4% | 9.0% | 3.5% | |
| Belgium | EWK | Global Equities | Europe | 10.2% | 9.2% | 11.8% | 12.5% | 11.9% | 15.9% | 21.4% | 17.3% | 7.2% | 6.9% | 8.3% | 3.9% | |
| Switzerland | EWL | Global Equities | Europe | 11.1% | 10.0% | 11.7% | 10.1% | 10.3% | 11.7% | 15.5% | 13.0% | 6.4% | 9.8% | 8.7% | 7.4% | |
| Netherlands | EWN | Global Equities | Europe | 13.2% | 11.9% | 15.4% | 13.9% | 13.2% | 15.9% | 35.1% | 21.8% | 7.8% | 13.1% | 11.5% | 7.9% | |
| Austria | EWO | Global Equities | Europe | 9.2% | 8.1% | 14.9% | 16.8% | 16.4% | 20.1% | 45.8% | 36.2% | 17.2% | 14.9% | 9.3% | 5.1% | |
| Spain | EWP | Global Equities | Europe | 6.8% | 8.8% | 12.4% | 14.2% | 15.0% | 17.5% | 34.7% | 34.2% | 21.1% | 12.4% | 7.7% | 5.7% | |
| France | EWQ | Global Equities | Europe | 10.5% | 10.2% | 12.7% | 13.1% | 13.0% | 15.5% | 10.8% | 10.0% | 7.0% | 9.6% | 7.8% | 4.9% | |
| UK | EWU | Global Equities | Europe | 7.7% | 6.8% | 10.0% | 11.6% | 11.3% | 12.8% | 20.6% | 19.3% | 12.3% | 8.4% | 6.7% | 4.5% | |
| EMU | EZU | Global Equities | Europe | 10.4% | 9.5% | 13.1% | 13.2% | 13.1% | 15.9% | 21.1% | 19.5% | 9.9% | 10.3% | 8.3% | 5.1% | |
| Greece | GREK | Global Equities | Europe | 14.9% | 14.3% | 15.5% | 19.3% | 36.0% | 35.3% | 27.6% | 17.5% | |||||
| Norway | NORW | Global Equities | Europe | 15.7% | 11.0% | 16.1% | 16.6% | 16.2% | 35.9% | 22.8% | 10.0% | 10.2% | 5.8% | |||
| Israel | EIS | Global Equities | Mideast and Africa | 15.9% | 16.1% | 15.8% | 15.0% | 13.9% | 31.6% | 32.5% | 12.9% | 11.1% | 8.6% | |||
| S Africa | EZA | Global Equities | Mideast and Africa | 24.6% | 16.4% | 19.2% | 19.6% | 18.5% | 19.6% | 31.8% | 28.7% | 12.4% | 8.1% | 4.5% | 6.0% | |
| Turkey | TUR | Global Equities | Mideast and Africa | 14.3% | 15.6% | 19.3% | 22.8% | 21.5% | 16.9% | 4.7% | 14.2% | 3.3% | 1.1% | |||
| Canada | EWC | Global Equities | North America | 7.2% | 7.9% | 11.6% | 12.6% | 12.4% | 14.6% | 27.6% | 23.3% | 12.7% | 11.6% | 7.2% | 6.8% | |
| Mexico | EWW | Global Equities | North America | 10.1% | 12.8% | 14.0% | 18.5% | 16.9% | 18.4% | 28.1% | 11.4% | 12.1% | 7.1% | 4.2% | 5.4% | |
| SPDR S&P 1500 | SPTM | Global Equities | North America | 6.0% | 7.4% | 10.8% | 11.0% | 10.0% | 11.6% | 20.1% | 20.4% | 12.4% | 15.0% | 14.8% | 11.2% | |
| Argentina | ARGT | Global Equities | South America | 21.5% | 20.0% | 21.2% | 24.5% | 22.9% | 19.3% | 27.4% | 22.8% | 16.8% | 10.5% | |||
| Chile | ECH | Global Equities | South America | 12.9% | 13.7% | 18.6% | 18.9% | 17.8% | 25.8% | 15.7% | 11.9% | 4.1% | -0.9% | |||
| Peru | EPU | Global Equities | South America | 24.4% | 15.0% | 17.8% | 17.9% | 17.4% | 73.7% | 47.5% | 33.4% | 14.8% | 8.4% | |||
| Brazil | EWZ | Global Equities | South America | 13.4% | 14.1% | 18.8% | 22.9% | 22.8% | 23.9% | 27.2% | 11.5% | 7.8% | 6.0% | 0.3% | 3.8% | |
| Clean Energy | ICLN | Global Sectors | Clean Energy | 24.7% | 20.3% | 20.1% | 19.9% | 20.1% | 21.5% | 4.0% | -4.5% | 8.3% | 4.0% | |||
| Consumer Discretionary | RXI | Global Sectors | Consumer Discretionary | 10.3% | 9.9% | 12.6% | 12.5% | 11.5% | 1.5% | 10.0% | 4.5% | 9.6% | 10.9% | |||
| Consumer Staples | KXI | Global Sectors | Consumer Staples | 10.2% | 8.2% | 9.0% | 8.8% | 8.3% | 6.6% | 7.2% | 4.4% | 5.8% | 7.6% | |||
| Energy | IXC | Global Sectors | Energy | 13.1% | 12.1% | 15.8% | 18.7% | 16.9% | 17.1% | 43.3% | 17.3% | 23.6% | 10.6% | 6.8% | 6.0% | |
| Financials | IXG | Global Sectors | Financials | 6.5% | 6.5% | 11.4% | 13.3% | 13.0% | 16.5% | 18.9% | 26.2% | 14.2% | 12.9% | 11.4% | 5.3% | |
| Healthcare | IXJ | Global Sectors | Healthcare | 9.7% | 9.3% | 9.8% | 9.3% | 8.9% | 9.7% | 20.7% | 8.6% | 4.8% | 9.1% | 11.1% | 8.6% | |
| Industrials | EXI | Global Sectors | Industrials | 11.4% | 9.7% | 12.1% | 12.9% | 11.8% | 18.5% | 20.0% | 11.6% | 12.2% | 11.6% | |||
| Infrastructure | IGF | Global Sectors | Infrastructure | 5.8% | 6.8% | 10.1% | 11.7% | 10.5% | 11.2% | 16.6% | 10.2% | 8.0% | 7.6% | |||
| Materials | MXI | Global Sectors | Materials | 13.9% | 11.7% | 14.3% | 13.4% | 13.8% | 30.4% | 14.6% | 7.7% | 11.1% | 6.5% | |||
| Technology | IXN | Global Sectors | Technology | 17.6% | 13.2% | 16.5% | 14.3% | 12.5% | 14.1% | 49.4% | 32.5% | 19.4% | 23.9% | 20.8% | 15.9% | |
| Telecom | IXP | Global Sectors | Telecommunications | 10.8% | 8.9% | 12.5% | 11.4% | 10.3% | 11.3% | 1.5% | 20.5% | 7.2% | 8.9% | 8.4% | 7.6% | |
| Timber & Forestry | WOOD | Global Sectors | Timber and Forestry | 11.9% | 11.6% | 13.7% | 14.7% | 13.9% | -3.3% | 0.5% | -2.5% | 5.6% | 6.2% | |||
| Global Utilities | JXI | Global Sectors | Utilities | 8.6% | 9.3% | 11.4% | 10.5% | 9.5% | 10.7% | 15.6% | 8.2% | 9.0% | 8.0% | |||
| Strategic 60-40 Portfolio | s.6040 | Benchmark | Benchmark | 4.2% | 5.4% | 7.9% | 7.2% | 6.4% | 7.1% | 12.7% | 13.9% | 6.9% | 9.5% | 9.7% | 8.2% | |