All Portfolios, ranked by Risk vs. Return Compass
for period ending September 30, 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
Risk vs. Return Compass is a portfolio comparison tool produces four distinct icons, each colored in red, green, blue, and yellow. These icons serve as indicators, illustrating the position of a particular ingredient on the scatter plot concerning downside deviation and annual return.
Sort by any column by clicking on the gray column heading.
| Risk vs. Return Compass | 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 | 
|
74° | 
|
115° | 
|
342° |
|
180° |
|
171° | 8.9% | 14.0% | 10.8% | 5.1% | 0.7% | ||||
| Industrial Metals | DBB | Global Asset Classes | Commodities |
|
17° |
|
87° |
|
90° |
|
106° |
|
139° | 26.5% | 15.2% | 7.4% | 7.9% | 3.3% | ||||
| Oil | DBO | Global Asset Classes | Commodities |
|
22° |
|
89° |
|
60° |
|
80° |
|
119° | 82.9% | 15.1% | 14.6% | 12.0% | 1.2% | ||||
| Invesco Commodity | DBC | Global Asset Classes | Commodities: Broad |
|
16° |
|
101° |
|
32° |
|
85° |
|
141° |
|
127° | 48.3% | 13.9% | 13.0% | 9.8% | 2.7% | 2.7% | |
| SPDR Gold Shares | GLD | Global Asset Classes | Commodities: Prec Metals |
|
95° |
|
29° |
|
16° |
|
45° |
|
131° |
|
69° | 7.1% | 30.5% | 18.3% | 11.7% | 6.0% | 9.7% | |
| AUStralia | FXA | Global Asset Classes | Currency: AUS Dollar |
|
144° |
|
174° | 
|
183° |
|
183° |
|
175° |
|
166° | 6.3% | 4.0% | 0.0% | -0.4% | -1.2% | 1.5% | |
| CAN Canada Dollar | FXC | Global Asset Classes | Currency: CAN Dollar |
|
179° |
|
183° |
|
199° |
|
195° |
|
184° |
|
185° | -2.1% | -0.6% | -1.5% | -0.4% | -1.7% | -0.7% | |
| CHF Swiss Franc | FXF | Global Asset Classes | Currency: CHF Franc |
|
173° |
|
178° |
|
201° |
|
194° |
|
185° |
|
185° | -5.2% | 2.8% | 1.7% | 0.7% | -0.2% | 1.5% | |
| EUR Euro | FXE | Global Asset Classes | Currency: EUR Euro |
|
181° |
|
183° |
|
202° |
|
196° |
|
185° |
|
184° | -2.8% | 3.7% | 0.3% | 0.0% | -1.3% | -0.3% | |
| GBP UK Pound | FXB | Global Asset Classes | Currency: GBP Pound |
|
183° |
|
185° |
|
202° |
|
192° |
|
183° |
|
185° | 0.7% | 5.5% | 1.5% | 1.0% | -0.7% | -1.0% | |
| JPY Japan Yen | FXY | Global Asset Classes | Currency: JPY Yen |
|
177° |
|
173° |
|
179° |
|
182° |
|
178° | -6.4% | -2.2% | -7.2% | -4.8% | -5.1% | ||||
| USD US Dollar indx | UUP | Global Asset Classes | Currency: USD index |
|
261° |
|
183° |
|
244° |
|
206° |
|
196° | 8.2% | 3.6% | 5.7% | 3.3% | 2.9% | ||||
| iShares MSCI | EEM | Global Asset Classes | Equity: Emerging Mkts |
|
28° |
|
28° |
|
75° |
|
103° |
|
121° |
|
106° | 27.5% | 23.7% | 8.3% | 8.3% | 6.6% | 5.9% | |
| Alerian US MLP | AMLP | Global Asset Classes | Equity: MLP |
|
22° |
|
74° |
|
23° |
|
101° |
|
109° | 19.6% | 16.0% | 18.3% | 6.5% | 5.5% | ||||
| US Corp Med 5-10y | IGIB | Global Asset Classes | Fixed Income |
|
183° |
|
189° |
|
200° |
|
200° |
|
198° | -2.3% | 5.9% | 0.5% | 2.5% | 2.9% | ||||
| Emerg Mkt Hi Yld | EMHY | Global Asset Classes | Fixed Income |
|
177° |
|
206° |
|
202° |
|
175° | 4.2% | 11.8% | 4.0% | 3.6% | |||||||
| Muni Hi Yield | HYD | Global Asset Classes | Fixed Income |
|
178° |
|
185° |
|
193° |
|
173° |
|
172° | -1.4% | 3.7% | -1.5% | 0.9% | 2.8% | ||||
| US Treas 7-10yr | IEF | Global Asset Classes | Fixed Income |
|
181° |
|
182° |
|
193° |
|
196° |
|
193° |
|
210° | -3.7% | 3.0% | -2.1% | 0.1% | 1.1% | 3.0% | |
| Intl Treas | IGOV | Global Asset Classes | Fixed Income |
|
174° |
|
173° |
|
178° |
|
182° |
|
180° | -5.3% | 3.0% | -4.5% | -1.9% | -1.1% | ||||
| VanEck Intl Hi Yield | IHY | Global Asset Classes | Fixed Income |
|
179° |
|
193° |
|
195° |
|
186° | 0.4% | 8.2% | 1.8% | 3.3% | |||||||
| VanEck Intermed Muni | ITM | Global Asset Classes | Fixed Income |
|
177° |
|
186° |
|
200° |
|
199° |
|
196° | -2.7% | 2.8% | -0.7% | 1.1% | 2.2% | ||||
| US Hi Yield | JNK | Global Asset Classes | Fixed Income |
|
190° |
|
199° |
|
205° |
|
197° |
|
192° | 1.2% | 7.8% | 2.8% | 4.1% | 5.0% | ||||
| US Mort Backed | MBB | Global Asset Classes | Fixed Income |
|
182° |
|
185° |
|
199° |
|
202° |
|
200° | -1.7% | 4.4% | -0.5% | 0.8% | 1.3% | ||||
| US Inflation Prot | TIP | Global Asset Classes | Fixed Income |
|
187° |
|
191° |
|
203° |
|
206° |
|
199° |
|
213° | -2.2% | 3.6% | -0.2% | 2.0% | 1.9% | 3.1% | |
| U.S. Agg Bond Market | AGG | Global Asset Classes | Fixed Income: Aggregate |
|
185° |
|
188° |
|
202° |
|
204° |
|
202° |
|
219° | -1.9% | 4.1% | -0.6% | 1.1% | 1.7% | 2.9% | |
| U.S. Total Bond Market | BND | Benchmark | Benchmark |
|
187° |
|
189° |
|
202° |
|
204° |
|
202° |
|
220° | -1.5% | 4.2% | -0.6% | 1.1% | 1.8% | 2.9% | |
| iShares Emerg | EMB | Global Asset Classes | Fixed Income: Aggregate |
|
171° |
|
183° |
|
184° |
|
177° |
|
175° | -0.1% | 8.6% | 0.7% | 2.0% | 3.6% | ||||
| Invesco Emerg Mkt Sov Debt | PCY | Global Asset Classes | Fixed Income: Aggregate |
|
167° |
|
164° |
|
162° |
|
163° |
|
159° | -3.1% | 7.9% | -0.5% | 0.8% | 3.3% | ||||
| T-Bill 1-3 Month | BIL | Global Asset Classes | Fixed Income: Cash-like |
|
222° |
|
205° |
|
244° |
|
226° |
|
217° | 3.7% | 4.5% | 3.6% | 2.3% | 1.5% | ||||
| iShares Treas 20y+ | TLT | Global Asset Classes | Fixed Income: Long-Term |
|
168° |
|
164° |
|
170° |
|
170° |
|
166° |
|
161° | -9.0% | -0.1% | -8.5% | -2.8% | -0.1% | 2.5% | |
| iSh Treas 1-3y | SHY | Global Asset Classes | Fixed Income: Short-Term |
|
207° |
|
201° |
|
229° |
|
219° |
|
213° |
|
226° | 1.5% | 3.9% | 1.7% | 1.6% | 1.3% | 1.9% | |
| ACWI (Global) | ACWI | Global Asset Classes | Int'l Equity: Core |
|
20° |
|
12° |
|
30° |
|
46° |
|
59° | 16.6% | 21.8% | 11.6% | 12.5% | 11.9% | ||||
| Intl Dev Core | EFA | Global Asset Classes | Int'l Equity: Lg Cap |
|
39° |
|
42° |
|
57° |
|
96° |
|
109° |
|
116° | 15.1% | 18.3% | 9.3% | 9.0% | 8.5% | 5.3% | |
| iSh EAFE Growth | EFG | Global Asset Classes | Int'l Equity: Lg Cap Gro |
|
96° |
|
104° |
|
123° |
|
114° |
|
114° |
|
117° | 7.8% | 13.7% | 4.2% | 7.5% | 8.0% | 5.2% | |
| iSh EAFE Value | EFV | Global Asset Classes | Int'l Equity: Lg Cap Val |
|
19° |
|
18° |
|
21° |
|
83° |
|
105° |
|
116° | 22.5% | 22.8% | 14.3% | 9.9% | 8.6% | 5.0% | |
| Intl Dev Sm Cap | SCZ | Global Asset Classes | Int'l Equity: Small Cap |
|
52° |
|
55° |
|
110° |
|
106° |
|
99° | 13.8% | 18.1% | 5.7% | 7.9% | 9.1% | ||||
| US Large Core | IWB | Global Asset Classes | U.S. Equity: Lg / Mid |
|
13° |
|
15° |
|
28° |
|
35° |
|
33° |
|
55° | 15.0% | 22.4% | 12.9% | 14.9% | 15.3% | 11.0% | |
| iSh Russell 3000 | IWV | Global Asset Classes | U.S. Equity: Lg Cap |
|
12° |
|
16° |
|
31° |
|
38° |
|
35° |
|
58° | 15.0% | 22.1% | 12.5% | 14.5% | 15.1% | 10.8% | |
| S&P 500 | SPY | Benchmark | Benchmark |
|
12° |
|
12° |
|
24° |
|
32° |
|
30° |
|
53° | 15.7% | 22.8% | 13.7% | 15.2% | 15.6% | 11.1% | |
| iSh Russ 1000 Gro | IWF | Global Asset Classes | U.S. Equity: Lg Cap Gro |
|
103° |
|
27° |
|
43° |
|
32° |
|
31° |
|
43° | 7.4% | 24.1% | 13.5% | 18.0% | 17.4% | 13.2% | |
| Invecso QQQ | QQQ | Global Asset Classes | U.S. Equity: Lg Cap Gro |
|
23° |
|
19° |
|
37° |
|
27° |
|
28° |
|
36° | 23.8% | 28.1% | 16.3% | 20.9% | 20.3% | 16.5% | |
| iSh Russ 1000 Val | IWD | Global Asset Classes | U.S. Equity: Lg Cap Val |
|
10° |
|
31° |
|
29° |
|
65° |
|
53° |
|
85° | 23.7% | 19.9% | 11.7% | 11.2% | 12.8% | 8.4% | |
| iSh Russell | IWC | Global Asset Classes | U.S. Equity: Micro Cap |
|
22° |
|
45° |
|
98° |
|
84° |
|
74° |
|
92° | 25.3% | 24.1% | 6.3% | 10.2% | 12.3% | 7.7% | |
| iSh US Mid Core | IWR | Global Asset Classes | U.S. Equity: Mid Cap |
|
44° |
|
63° |
|
82° |
|
73° |
|
60° |
|
76° | 11.9% | 17.0% | 7.9% | 11.0% | 12.8% | 9.6% | |
| iSh US Mid Growth | IWP | Global Asset Classes | U.S. Equity: Mid Cap Gro |
|
156° |
|
88° |
|
113° |
|
69° |
|
60° |
|
73° | -2.9% | 15.1% | 4.8% | 11.7% | 13.0% | 10.0% | |
| iSh US Mid Value | IWS | Global Asset Classes | U.S. Equity: Mid Cap Val |
|
25° |
|
61° |
|
67° |
|
87° |
|
68° |
|
84° | 16.7% | 17.3% | 9.1% | 9.7% | 12.1% | 8.7% | |
| iSh Russ 2000 | IWM | Global Asset Classes | U.S. Equity: Sm Cap |
|
32° |
|
70° |
|
100° |
|
87° |
|
76° |
|
87° | 16.0% | 17.6% | 6.2% | 9.8% | 11.8% | 8.4% | |
| iSh Russell 2000 | IWO | Global Asset Classes | U.S. Equity: Sm Cap Gro |
|
64° |
|
74° |
|
110° |
|
86° |
|
75° |
|
83° | 12.1% | 17.5% | 4.7% | 9.9% | 12.0% | 9.1% | |
| iSh Russ 2000 Val | IWN | Global Asset Classes | U.S. Equity: Sm Cap Val |
|
16° |
|
67° |
|
88° |
|
91° |
|
80° |
|
94° | 20.4% | 17.7% | 7.5% | 9.2% | 11.2% | 7.4% | |
| iShares Real Estate | IYR | Global Asset Classes | U.S. Real Estate |
|
144° |
|
132° |
|
139° |
|
130° |
|
112° |
|
110° | 0.3% | 9.4% | 1.2% | 4.6% | 7.6% | 4.7% | |
| Vanguard Real Estate | VNQ | Global Asset Classes | U.S. Real Estate |
|
139° |
|
129° |
|
137° |
|
131° |
|
108° |
|
105° | 1.7% | 10.0% | 1.4% | 4.4% | 8.0% | 5.4% | |
| Indonesia | EIDO | Global Equities | Asia and Australia |
|
162° |
|
160° |
|
157° |
|
148° |
|
141° | -31.3% | -16.2% | -8.6% | -5.6% | -3.1% | ||||
| New Zealand | ENZL | Global Equities | Asia and Australia |
|
134° |
|
153° |
|
152° |
|
140° |
|
117° | 0.3% | 3.1% | -3.9% | 2.4% | 6.7% | ||||
| Philippines | EPHE | Global Equities | Asia and Australia |
|
147° |
|
152° |
|
145° |
|
149° |
|
136° | -5.9% | -0.7% | -3.3% | -3.5% | 1.7% | ||||
| Australia | EWA | Global Equities | Asia and Australia |
|
93° |
|
104° |
|
93° |
|
106° |
|
111° |
|
101° | 8.1% | 13.4% | 7.0% | 7.4% | 6.9% | 6.1% | |
| Hong Kong | EWH | Global Equities | Asia and Australia |
|
97° |
|
98° |
|
128° |
|
134° |
|
118° |
|
107° | 7.6% | 13.9% | 2.2% | 3.6% | 6.4% | 5.6% | |
| Japan | EWJ | Global Equities | Asia and Australia |
|
20° |
|
30° |
|
52° |
|
98° |
|
113° |
|
129° | 26.7% | 20.8% | 9.3% | 9.0% | 8.5% | 4.8% | |
| Malaysia | EWM | Global Equities | Asia and Australia |
|
68° |
|
116° |
|
130° |
|
159° |
|
153° |
|
127° | 9.5% | 13.3% | 5.0% | 2.2% | 1.8% | 4.5% | |
| Singapore | EWS | Global Equities | Asia and Australia |
|
359° |
|
6° |
|
18° |
|
94° |
|
116° |
|
96° | 22.4% | 27.5% | 13.2% | 9.0% | 7.1% | 7.2% | |
| Taiwan | EWT | Global Equities | Asia and Australia |
|
15° |
|
16° |
|
30° |
|
34° |
|
48° |
|
66° | 85.6% | 43.8% | 20.9% | 19.2% | 15.6% | 11.9% | |
| S Korea | EWY | Global Equities | Asia and Australia |
|
30° |
|
38° |
|
54° |
|
70° |
|
83° |
|
87° | 133.3% | 49.4% | 20.3% | 14.3% | 11.4% | 8.7% | |
| India | INDY | Global Equities | Asia and Australia |
|
161° |
|
163° |
|
169° |
|
123° |
|
117° | -12.7% | -0.4% | -0.7% | 5.4% | 5.8% | ||||
| China | MCHI | Global Equities | Asia and Australia |
|
167° |
|
129° |
|
136° |
|
127° |
|
120° | -19.3% | 9.2% | -2.8% | 2.6% | 4.5% | ||||
| Thailand | THD | Global Equities | Asia and Australia |
|
22° |
|
139° |
|
139° |
|
138° |
|
125° | 24.2% | 7.7% | 2.1% | 2.5% | 4.7% | ||||
| Vietnam | VNM | Global Equities | Asia and Australia |
|
145° |
|
114° |
|
129° |
|
124° |
|
127° | -4.8% | 9.8% | -1.2% | 2.5% | 1.6% | ||||
| Poland | EPOL | Global Equities | Europe |
|
7° |
|
9° |
|
48° |
|
77° |
|
101° | 43.3% | 44.1% | 19.4% | 12.4% | 7.6% | ||||
| Sweden | EWD | Global Equities | Europe |
|
83° |
|
65° |
|
101° |
|
93° |
|
97° |
|
98° | 9.8% | 18.7% | 5.6% | 9.0% | 8.9% | 6.7% | |
| Germany | EWG | Global Equities | Europe |
|
129° |
|
56° |
|
90° |
|
108° |
|
104° |
|
106° | 1.3% | 18.8% | 7.3% | 7.2% | 8.1% | 5.3% | |
| Italy | EWI | Global Equities | Europe |
|
36° |
|
16° |
|
30° |
|
60° |
|
92° |
|
114° | 16.8% | 28.8% | 17.4% | 14.0% | 9.6% | 3.2% | |
| Belgium | EWK | Global Equities | Europe |
|
58° |
|
68° |
|
95° |
|
124° |
|
102° |
|
118° | 13.2% | 16.8% | 7.0% | 5.8% | 8.8% | 3.4% | |
| Switzerland | EWL | Global Equities | Europe |
|
86° |
|
111° |
|
95° |
|
97° |
|
100° |
|
102° | 9.0% | 12.9% | 7.0% | 9.0% | 9.3% | 7.0% | |
| Netherlands | EWN | Global Equities | Europe |
|
29° |
|
31° |
|
76° |
|
62° |
|
70° |
|
92° | 22.4% | 24.8% | 9.2% | 12.9% | 12.3% | 7.7% | |
| Austria | EWO | Global Equities | Europe |
|
10° |
|
9° |
|
37° |
|
64° |
|
85° |
|
104° | 40.1% | 36.0% | 16.8% | 14.0% | 10.7% | 4.8% | |
| Spain | EWP | Global Equities | Europe |
|
17° |
|
13° |
|
19° |
|
72° |
|
102° |
|
106° | 23.2% | 33.4% | 20.8% | 11.7% | 8.1% | 5.2% | |
| France | EWQ | Global Equities | Europe |
|
139° |
|
134° |
|
101° |
|
96° |
|
103° |
|
113° | -0.2% | 9.3% | 6.3% | 8.7% | 8.4% | 4.5% | |
| UK | EWU | Global Equities | Europe |
|
34° |
|
35° |
|
26° |
|
108° |
|
119° |
|
123° | 14.6% | 18.2% | 11.9% | 8.0% | 7.2% | 4.3% | |
| EMU | EZU | Global Equities | Europe |
|
64° |
|
40° |
|
62° |
|
87° |
|
98° |
|
110° | 11.7% | 20.1% | 10.1% | 9.7% | 9.0% | 4.8% | |
| Greece | GREK | Global Equities | Europe |
|
22° |
|
14° |
|
18° |
|
55° | 34.1% | 41.2% | 29.6% | 17.8% | |||||||
| Norway | NORW | Global Equities | Europe |
|
33° |
|
53° |
|
81° |
|
93° |
|
109° | 26.6% | 19.7% | 8.6% | 8.9% | 6.7% | ||||
| Israel | EIS | Global Equities | Mideast and Africa |
|
36° |
|
32° |
|
56° |
|
76° |
|
93° | 22.9% | 32.8% | 12.8% | 11.2% | 9.5% | ||||
| S Africa | EZA | Global Equities | Mideast and Africa |
|
93° |
|
48° |
|
71° |
|
104° |
|
112° |
|
100° | 7.6% | 26.2% | 11.4% | 6.4% | 5.2% | 5.9% | |
| Turkey | TUR | Global Equities | Mideast and Africa |
|
114° |
|
143° |
|
66° |
|
116° |
|
122° | 1.0% | -2.2% | 12.7% | 1.6% | 0.2% | ||||
| Canada | EWC | Global Equities | North America |
|
27° |
|
24° |
|
39° |
|
75° |
|
109° |
|
100° | 17.1% | 22.7% | 12.2% | 10.8% | 7.9% | 6.7% | |
| Mexico | EWW | Global Equities | North America |
|
95° |
|
117° |
|
56° |
|
103° |
|
116° |
|
106° | 7.8% | 10.7% | 11.6% | 6.7% | 4.9% | 4.8% | |
| SPDR S&P 1500 | SPTM | Global Equities | North America |
|
12° |
|
14° |
|
26° |
|
34° |
|
33° |
|
56° | 15.4% | 22.1% | 13.3% | 14.9% | 15.3% | 11.1% | |
| Argentina | ARGT | Global Equities | South America |
|
41° |
|
44° |
|
41° |
|
72° |
|
84° | 24.9% | 29.4% | 22.9% | 15.0% | 11.6% | ||||
| Chile | ECH | Global Equities | South America |
|
50° |
|
83° |
|
64° |
|
118° |
|
132° | 16.9% | 15.9% | 12.4% | 3.2% | 0.2% | ||||
| Peru | EPU | Global Equities | South America |
|
24° |
|
16° |
|
21° |
|
66° |
|
92° | 47.3% | 48.9% | 33.1% | 14.0% | 9.4% | ||||
| Brazil | EWZ | Global Equities | South America |
|
28° |
|
102° |
|
70° |
|
101° |
|
116° |
|
103° | 25.1% | 13.0% | 11.3% | 6.3% | 2.1% | 4.1% | |
| Clean Energy | ICLN | Global Sectors | Clean Energy |
|
82° |
|
118° |
|
131° |
|
95° |
|
106° | 11.0% | 6.8% | -3.4% | 8.1% | 6.4% | ||||
| Consumer Discretionary | RXI | Global Sectors | Consumer Discretionary |
|
159° |
|
136° |
|
127° |
|
95° |
|
78° |
|
91° | -9.5% | 9.4% | 3.5% | 8.9% | 11.0% | 8.0% | |
| Consumer Staples | KXI | Global Sectors | Consumer Staples |
|
124° |
|
157° |
|
158° |
|
158° |
|
139° |
|
113° | 4.1% | 7.5% | 4.2% | 5.3% | 7.7% | 7.3% | |
| Energy | IXC | Global Sectors | Energy |
|
15° |
|
85° |
|
29° |
|
86° |
|
103° |
|
101° | 41.1% | 15.5% | 21.0% | 10.1% | 7.5% | 6.0% | |
| Financials | IXG | Global Sectors | Financials |
|
55° |
|
14° |
|
33° |
|
63° |
|
72° |
|
109° | 11.4% | 24.8% | 13.3% | 12.4% | 11.9% | 4.9% | |
| Healthcare | IXJ | Global Sectors | Healthcare |
|
32° |
|
144° |
|
134° |
|
102° |
|
59° |
|
80° | 17.0% | 9.0% | 5.5% | 8.9% | 11.4% | 8.5% | |
| Industrials | EXI | Global Sectors | Industrials |
|
72° |
|
40° |
|
45° |
|
68° |
|
66° |
|
86° | 10.8% | 20.4% | 11.7% | 11.7% | 12.2% | 8.6% | |
| Infrastructure | IGF | Global Sectors | Infrastructure |
|
143° |
|
58° |
|
53° |
|
116° |
|
118° | 3.8% | 16.2% | 9.3% | 7.2% | 7.7% | ||||
| Materials | MXI | Global Sectors | Materials |
|
50° |
|
103° |
|
86° |
|
84° |
|
110° |
|
101° | 17.8% | 13.2% | 7.8% | 10.0% | 7.4% | 6.2% | |
| Technology | IXN | Global Sectors | Technology |
|
19° |
|
19° |
|
31° |
|
26° |
|
28° |
|
42° | 45.1% | 37.7% | 22.0% | 24.1% | 21.5% | 15.9% | |
| Telecom | IXP | Global Sectors | Telecommunications |
|
147° |
|
28° |
|
71° |
|
93° |
|
104° |
|
99° | -1.1% | 22.4% | 8.9% | 9.1% | 8.9% | 7.4% | |
| Timber & Forestry | WOOD | Global Sectors | Timber and Forestry |
|
150° |
|
157° |
|
149° |
|
121° |
|
114° | -6.2% | -1.4% | -2.7% | 4.8% | 6.5% | ||||
| Global Utilities | JXI | Global Sectors | Utilities |
|
144° |
|
76° |
|
67° |
|
107° |
|
121° |
|
124° | 1.5% | 15.9% | 8.7% | 8.3% | 7.9% | 5.6% | |
| Strategic 60-40 Portfolio | s.6040 | Benchmark | Benchmark |
|
0° |
|
0° |
|
0° |
|
0° |
|
0° |
|
0° | 8.5% | 14.9% | 7.3% | 9.3% | 9.9% | 8.0% | |