All Portfolios, ranked by Standard Deviation
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
Standard Deviation shows the 1-, 3-, 5-, 10-, 15-, and 20-year standard deviation from the mean. This is calculated using monthly returns, then annualized.
Standard 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.
| Standard 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 | 11.5% | 14.3% | 12.4% | 11.9% | 11.9% | 8.9% | 14.0% | 10.8% | 5.1% | 0.7% | |||
| Industrial Metals | DBB | Global Asset Classes | Commodities | 18.1% | 17.6% | 21.2% | 19.7% | 18.6% | 26.5% | 15.2% | 7.4% | 7.9% | 3.3% | |||
| Oil | DBO | Global Asset Classes | Commodities | 92.3% | 40.1% | 37.3% | 36.4% | 32.1% | 82.9% | 15.1% | 14.6% | 12.0% | 1.2% | |||
| Invesco Commodity | DBC | Global Asset Classes | Commodities: Broad | 33.6% | 18.8% | 19.5% | 18.8% | 17.6% | 19.8% | 48.3% | 13.9% | 13.0% | 9.8% | 2.7% | 2.7% | |
| SPDR Gold Shares | GLD | Global Asset Classes | Commodities: Prec Metals | 28.9% | 24.4% | 20.3% | 17.4% | 17.4% | 19.3% | 7.1% | 30.5% | 18.3% | 11.7% | 6.0% | 9.7% | |
| AUStralia | FXA | Global Asset Classes | Currency: AUS Dollar | 9.7% | 9.1% | 10.1% | 9.7% | 10.1% | 12.7% | 6.3% | 4.0% | 0.0% | -0.4% | -1.2% | 1.5% | |
| CAN Canada Dollar | FXC | Global Asset Classes | Currency: CAN Dollar | 5.8% | 5.9% | 6.1% | 6.5% | 7.2% | 8.8% | -2.1% | -0.6% | -1.5% | -0.4% | -1.7% | -0.7% | |
| CHF Swiss Franc | FXF | Global Asset Classes | Currency: CHF Franc | 6.8% | 8.8% | 8.6% | 7.6% | 8.0% | 10.0% | -5.2% | 2.8% | 1.7% | 0.7% | -0.2% | 1.5% | |
| EUR Euro | FXE | Global Asset Classes | Currency: EUR Euro | 4.9% | 7.1% | 7.5% | 6.9% | 7.4% | 9.1% | -2.8% | 3.7% | 0.3% | 0.0% | -1.3% | -0.3% | |
| GBP UK Pound | FXB | Global Asset Classes | Currency: GBP Pound | 6.0% | 6.9% | 7.8% | 8.0% | 7.9% | 8.6% | 0.7% | 5.5% | 1.5% | 1.0% | -0.7% | -1.0% | |
| JPY Japan Yen | FXY | Global Asset Classes | Currency: JPY Yen | 5.7% | 9.8% | 10.1% | 8.6% | 8.8% | -6.4% | -2.2% | -7.2% | -4.8% | -5.1% | |||
| USD US Dollar indx | UUP | Global Asset Classes | Currency: USD index | 5.6% | 6.9% | 7.5% | 6.7% | 6.8% | 8.2% | 3.6% | 5.7% | 3.3% | 2.9% | |||
| iShares MSCI | EEM | Global Asset Classes | Equity: Emerging Mkts | 26.3% | 18.5% | 19.3% | 18.8% | 18.7% | 22.6% | 27.5% | 23.7% | 8.3% | 8.3% | 6.6% | 5.9% | |
| Alerian US MLP | AMLP | Global Asset Classes | Equity: MLP | 16.1% | 16.8% | 21.8% | 33.7% | 28.6% | 19.6% | 16.0% | 18.3% | 6.5% | 5.5% | |||
| US Corp Med 5-10y | IGIB | Global Asset Classes | Fixed Income | 4.2% | 6.4% | 7.7% | 7.0% | 5.9% | -2.3% | 5.9% | 0.5% | 2.5% | 2.9% | |||
| Emerg Mkt Hi Yld | EMHY | Global Asset Classes | Fixed Income | 6.4% | 7.0% | 10.2% | 10.9% | 4.2% | 11.8% | 4.0% | 3.6% | |||||
| Muni Hi Yield | HYD | Global Asset Classes | Fixed Income | 5.7% | 6.6% | 7.8% | 9.9% | 9.0% | -1.4% | 3.7% | -1.5% | 0.9% | 2.8% | |||
| US Treas 7-10yr | IEF | Global Asset Classes | Fixed Income | 4.9% | 6.8% | 7.5% | 6.6% | 6.3% | 6.8% | -3.7% | 3.0% | -2.1% | 0.1% | 1.1% | 3.0% | |
| Intl Treas | IGOV | Global Asset Classes | Fixed Income | 6.5% | 9.9% | 10.9% | 9.1% | 8.4% | -5.3% | 3.0% | -4.5% | -1.9% | -1.1% | |||
| VanEck Intl Hi Yield | IHY | Global Asset Classes | Fixed Income | 5.7% | 6.5% | 9.1% | 9.2% | 0.4% | 8.2% | 1.8% | 3.3% | |||||
| VanEck Intermed Muni | ITM | Global Asset Classes | Fixed Income | 5.5% | 5.9% | 6.9% | 6.4% | 6.0% | -2.7% | 2.8% | -0.7% | 1.1% | 2.2% | |||
| US Hi Yield | JNK | Global Asset Classes | Fixed Income | 3.9% | 5.2% | 8.2% | 8.0% | 8.0% | 1.2% | 7.8% | 2.8% | 4.1% | 5.0% | |||
| US Mort Backed | MBB | Global Asset Classes | Fixed Income | 4.4% | 6.6% | 7.1% | 5.3% | 4.6% | -1.7% | 4.4% | -0.5% | 0.8% | 1.3% | |||
| US Inflation Prot | TIP | Global Asset Classes | Fixed Income | 3.5% | 4.5% | 6.1% | 5.2% | 5.1% | 5.9% | -2.2% | 3.6% | -0.2% | 2.0% | 1.9% | 3.1% | |
| U.S. Agg Bond Market | AGG | Global Asset Classes | Fixed Income: Aggregate | 3.8% | 5.8% | 6.5% | 5.3% | 4.6% | 4.7% | -1.9% | 4.1% | -0.6% | 1.1% | 1.7% | 2.9% | |
| U.S. Total Bond Market | BND | Benchmark | Benchmark | 3.6% | 5.6% | 6.3% | 5.2% | 4.6% | 4.6% | -1.5% | 4.2% | -0.6% | 1.1% | 1.8% | 2.9% | |
| iShares Emerg | EMB | Global Asset Classes | Fixed Income: Aggregate | 6.9% | 8.0% | 10.5% | 10.4% | 9.7% | -0.1% | 8.6% | 0.7% | 2.0% | 3.6% | |||
| Invesco Emerg Mkt Sov Debt | PCY | Global Asset Classes | Fixed Income: Aggregate | 8.4% | 11.7% | 14.7% | 13.3% | 12.2% | -3.1% | 7.9% | -0.5% | 0.8% | 3.3% | |||
| T-Bill 1-3 Month | BIL | Global Asset Classes | Fixed Income: Cash-like | 0.1% | 0.2% | 0.5% | 0.6% | 0.6% | 3.7% | 4.5% | 3.6% | 2.3% | 1.5% | |||
| iShares Treas 20y+ | TLT | Global Asset Classes | Fixed Income: Long-Term | 8.9% | 13.4% | 13.6% | 13.4% | 13.2% | 14.4% | -9.0% | -0.1% | -8.5% | -2.8% | -0.1% | 2.5% | |
| iSh Treas 1-3y | SHY | Global Asset Classes | Fixed Income: Short-Term | 1.1% | 1.6% | 2.1% | 1.7% | 1.4% | 1.5% | 1.5% | 3.9% | 1.7% | 1.6% | 1.3% | 1.9% | |
| ACWI (Global) | ACWI | Global Asset Classes | Int'l Equity: Core | 14.3% | 13.7% | 16.6% | 16.4% | 15.5% | 16.6% | 21.8% | 11.6% | 12.5% | 11.9% | |||
| Intl Dev Core | EFA | Global Asset Classes | Int'l Equity: Lg Cap | 14.0% | 13.8% | 17.0% | 16.4% | 15.8% | 18.3% | 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 | 15.7% | 15.7% | 18.8% | 17.1% | 16.2% | 18.3% | 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 | 15.5% | 14.1% | 17.3% | 17.6% | 17.1% | 19.5% | 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 | 16.5% | 16.2% | 17.9% | 18.1% | 17.3% | 13.8% | 18.1% | 5.7% | 7.9% | 9.1% | |||
| US Large Core | IWB | Global Asset Classes | U.S. Equity: Lg / Mid | 14.2% | 15.1% | 17.7% | 17.9% | 16.4% | 17.3% | 15.0% | 22.4% | 12.9% | 14.9% | 15.3% | 11.0% | |
| iSh Russell 3000 | IWV | Global Asset Classes | U.S. Equity: Lg Cap | 14.0% | 15.3% | 17.9% | 18.1% | 16.6% | 17.6% | 15.0% | 22.1% | 12.5% | 14.5% | 15.1% | 10.8% | |
| S&P 500 | SPY | Benchmark | Benchmark | 14.6% | 14.9% | 17.8% | 17.7% | 16.2% | 17.1% | 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 | 18.6% | 19.9% | 22.0% | 21.1% | 18.8% | 19.1% | 7.4% | 24.1% | 13.5% | 18.0% | 17.4% | 13.2% | |
| Invecso QQQ | QQQ | Global Asset Classes | U.S. Equity: Lg Cap Gro | 26.2% | 21.8% | 24.5% | 23.1% | 21.1% | 21.9% | 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 | 13.9% | 14.6% | 16.7% | 17.4% | 16.1% | 17.2% | 23.7% | 19.9% | 11.7% | 11.2% | 12.8% | 8.4% | |
| iSh Russell | IWC | Global Asset Classes | U.S. Equity: Micro Cap | 22.4% | 27.3% | 24.5% | 25.9% | 23.8% | 24.2% | 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 | 13.0% | 16.8% | 18.8% | 19.6% | 18.0% | 19.5% | 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 | 12.8% | 20.5% | 21.2% | 21.3% | 19.5% | 20.6% | -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 | 14.3% | 16.6% | 18.9% | 19.9% | 18.2% | 19.9% | 16.7% | 17.3% | 9.1% | 9.7% | 12.1% | 8.7% | |
| iSh Russ 2000 | IWM | Global Asset Classes | U.S. Equity: Sm Cap | 18.6% | 23.0% | 22.6% | 23.4% | 21.6% | 22.5% | 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 | 22.3% | 24.9% | 23.6% | 24.1% | 22.6% | 23.2% | 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 | 16.3% | 22.1% | 22.4% | 23.9% | 21.8% | 22.6% | 20.4% | 17.7% | 7.5% | 9.2% | 11.2% | 7.4% | |
| iShares Real Estate | IYR | Global Asset Classes | U.S. Real Estate | 15.3% | 18.1% | 19.6% | 18.7% | 18.0% | 22.9% | 0.3% | 9.4% | 1.2% | 4.6% | 7.6% | 4.7% | |
| Vanguard Real Estate | VNQ | Global Asset Classes | U.S. Real Estate | 15.3% | 18.2% | 19.7% | 18.7% | 18.6% | 23.8% | 1.7% | 10.0% | 1.4% | 4.4% | 8.0% | 5.4% | |
| Indonesia | EIDO | Global Equities | Asia and Australia | 17.9% | 18.8% | 17.9% | 21.5% | 22.3% | -31.3% | -16.2% | -8.6% | -5.6% | -3.1% | |||
| New Zealand | ENZL | Global Equities | Asia and Australia | 15.8% | 16.0% | 18.3% | 18.7% | 19.3% | 0.3% | 3.1% | -3.9% | 2.4% | 6.7% | |||
| Philippines | EPHE | Global Equities | Asia and Australia | 17.4% | 18.0% | 19.7% | 19.4% | 20.0% | -5.9% | -0.7% | -3.3% | -3.5% | 1.7% | |||
| Australia | EWA | Global Equities | Asia and Australia | 18.4% | 18.5% | 22.1% | 20.6% | 21.0% | 24.5% | 8.1% | 13.4% | 7.0% | 7.4% | 6.9% | 6.1% | |
| Hong Kong | EWH | Global Equities | Asia and Australia | 20.1% | 21.3% | 23.1% | 20.8% | 20.4% | 22.7% | 7.6% | 13.9% | 2.2% | 3.6% | 6.4% | 5.6% | |
| Japan | EWJ | Global Equities | Asia and Australia | 18.1% | 14.5% | 16.3% | 15.0% | 15.1% | 16.2% | 26.7% | 20.8% | 9.3% | 9.0% | 8.5% | 4.8% | |
| Malaysia | EWM | Global Equities | Asia and Australia | 13.0% | 14.3% | 15.8% | 15.0% | 15.5% | 18.0% | 9.5% | 13.3% | 5.0% | 2.2% | 1.8% | 4.5% | |
| Singapore | EWS | Global Equities | Asia and Australia | 13.1% | 14.3% | 16.9% | 18.5% | 18.7% | 23.2% | 22.4% | 27.5% | 13.2% | 9.0% | 7.1% | 7.2% | |
| Taiwan | EWT | Global Equities | Asia and Australia | 62.6% | 34.9% | 31.4% | 26.2% | 23.1% | 26.3% | 85.6% | 43.8% | 20.9% | 19.2% | 15.6% | 11.9% | |
| S Korea | EWY | Global Equities | Asia and Australia | 165.1% | 67.8% | 49.2% | 36.9% | 31.8% | 34.2% | 133.3% | 49.4% | 20.3% | 14.3% | 11.4% | 8.7% | |
| India | INDY | Global Equities | Asia and Australia | 12.6% | 12.9% | 12.8% | 18.8% | 21.4% | -12.7% | -0.4% | -0.7% | 5.4% | 5.8% | |||
| China | MCHI | Global Equities | Asia and Australia | 12.9% | 23.1% | 28.6% | 25.7% | 24.7% | -19.3% | 9.2% | -2.8% | 2.6% | 4.5% | |||
| Thailand | THD | Global Equities | Asia and Australia | 26.6% | 21.8% | 20.3% | 21.5% | 21.5% | 24.2% | 7.7% | 2.1% | 2.5% | 4.7% | |||
| Vietnam | VNM | Global Equities | Asia and Australia | 18.6% | 27.0% | 26.2% | 25.0% | 25.5% | -4.8% | 9.8% | -1.2% | 2.5% | 1.6% | |||
| Poland | EPOL | Global Equities | Europe | 21.1% | 26.1% | 34.5% | 32.1% | 29.4% | 43.3% | 44.1% | 19.4% | 12.4% | 7.6% | |||
| Sweden | EWD | Global Equities | Europe | 19.5% | 23.1% | 24.7% | 23.0% | 21.6% | 25.2% | 9.8% | 18.7% | 5.6% | 9.0% | 8.9% | 6.7% | |
| Germany | EWG | Global Equities | Europe | 16.8% | 18.7% | 22.4% | 21.6% | 21.3% | 24.4% | 1.3% | 18.8% | 7.3% | 7.2% | 8.1% | 5.3% | |
| Italy | EWI | Global Equities | Europe | 15.9% | 18.1% | 23.4% | 24.9% | 24.6% | 26.3% | 16.8% | 28.8% | 17.4% | 14.0% | 9.6% | 3.2% | |
| Belgium | EWK | Global Equities | Europe | 17.3% | 16.2% | 18.0% | 19.0% | 18.1% | 22.0% | 13.2% | 16.8% | 7.0% | 5.8% | 8.8% | 3.4% | |
| Switzerland | EWL | Global Equities | Europe | 16.4% | 16.7% | 17.8% | 16.2% | 15.5% | 17.5% | 9.0% | 12.9% | 7.0% | 9.0% | 9.3% | 7.0% | |
| Netherlands | EWN | Global Equities | Europe | 21.9% | 21.4% | 24.6% | 22.6% | 21.0% | 23.5% | 22.4% | 24.8% | 9.2% | 12.9% | 12.3% | 7.7% | |
| Austria | EWO | Global Equities | Europe | 21.3% | 19.7% | 24.3% | 26.1% | 24.2% | 28.8% | 40.1% | 36.0% | 16.8% | 14.0% | 10.7% | 4.8% | |
| Spain | EWP | Global Equities | Europe | 14.2% | 21.1% | 22.8% | 23.5% | 24.0% | 26.7% | 23.2% | 33.4% | 20.8% | 11.7% | 8.1% | 5.2% | |
| France | EWQ | Global Equities | Europe | 14.5% | 15.4% | 19.8% | 20.5% | 19.7% | 22.6% | -0.2% | 9.3% | 6.3% | 8.7% | 8.4% | 4.5% | |
| UK | EWU | Global Equities | Europe | 13.9% | 13.0% | 16.2% | 17.0% | 16.5% | 18.6% | 14.6% | 18.2% | 11.9% | 8.0% | 7.2% | 4.3% | |
| EMU | EZU | Global Equities | Europe | 15.0% | 16.4% | 20.9% | 20.6% | 20.0% | 23.0% | 11.7% | 20.1% | 10.1% | 9.7% | 9.0% | 4.8% | |
| Greece | GREK | Global Equities | Europe | 27.5% | 24.4% | 27.5% | 30.8% | 34.1% | 41.2% | 29.6% | 17.8% | |||||
| Norway | NORW | Global Equities | Europe | 28.5% | 21.8% | 24.1% | 24.6% | 23.8% | 26.6% | 19.7% | 8.6% | 8.9% | 6.7% | |||
| Israel | EIS | Global Equities | Mideast and Africa | 25.6% | 29.2% | 25.0% | 22.8% | 20.8% | 22.9% | 32.8% | 12.8% | 11.2% | 9.5% | |||
| S Africa | EZA | Global Equities | Mideast and Africa | 32.0% | 27.7% | 28.9% | 27.9% | 26.3% | 29.0% | 7.6% | 26.2% | 11.4% | 6.4% | 5.2% | 5.9% | |
| Turkey | TUR | Global Equities | Mideast and Africa | 33.1% | 26.3% | 37.0% | 36.1% | 33.5% | 1.0% | -2.2% | 12.7% | 1.6% | 0.2% | |||
| Canada | EWC | Global Equities | North America | 15.5% | 16.4% | 18.7% | 19.3% | 18.0% | 21.6% | 17.1% | 22.7% | 12.2% | 10.8% | 7.9% | 6.7% | |
| Mexico | EWW | Global Equities | North America | 18.0% | 22.7% | 25.2% | 26.5% | 23.9% | 26.2% | 7.8% | 10.7% | 11.6% | 6.7% | 4.9% | 4.8% | |
| SPDR S&P 1500 | SPTM | Global Equities | North America | 14.2% | 15.0% | 17.7% | 17.8% | 16.4% | 17.5% | 15.4% | 22.1% | 13.3% | 14.9% | 15.3% | 11.1% | |
| Argentina | ARGT | Global Equities | South America | 52.4% | 46.7% | 42.7% | 40.8% | 36.7% | 24.9% | 29.4% | 22.9% | 15.0% | 11.6% | |||
| Chile | ECH | Global Equities | South America | 25.3% | 22.7% | 28.9% | 28.3% | 25.4% | 16.9% | 15.9% | 12.4% | 3.2% | 0.2% | |||
| Peru | EPU | Global Equities | South America | 42.5% | 33.7% | 33.5% | 28.1% | 27.2% | 47.3% | 48.9% | 33.1% | 14.0% | 9.4% | |||
| Brazil | EWZ | Global Equities | South America | 27.7% | 26.6% | 29.9% | 34.6% | 34.1% | 36.3% | 25.1% | 13.0% | 11.3% | 6.3% | 2.1% | 4.1% | |
| Clean Energy | ICLN | Global Sectors | Clean Energy | 36.8% | 30.2% | 29.3% | 31.4% | 29.1% | 11.0% | 6.8% | -3.4% | 8.1% | 6.4% | |||
| Consumer Discretionary | RXI | Global Sectors | Consumer Discretionary | 13.1% | 16.5% | 20.2% | 20.0% | 18.7% | 20.1% | -9.5% | 9.4% | 3.5% | 8.9% | 11.0% | 8.0% | |
| Consumer Staples | KXI | Global Sectors | Consumer Staples | 15.8% | 12.6% | 13.9% | 13.4% | 12.9% | 13.6% | 4.1% | 7.5% | 4.2% | 5.3% | 7.7% | 7.3% | |
| Energy | IXC | Global Sectors | Energy | 33.6% | 21.8% | 28.2% | 29.3% | 26.1% | 26.0% | 41.1% | 15.5% | 21.0% | 10.1% | 7.5% | 6.0% | |
| Financials | IXG | Global Sectors | Financials | 14.9% | 16.1% | 19.1% | 20.6% | 19.7% | 23.5% | 11.4% | 24.8% | 13.3% | 12.4% | 11.9% | 4.9% | |
| Healthcare | IXJ | Global Sectors | Healthcare | 15.8% | 14.5% | 15.0% | 15.0% | 14.4% | 15.0% | 17.0% | 9.0% | 5.5% | 8.9% | 11.4% | 8.5% | |
| Industrials | EXI | Global Sectors | Industrials | 18.6% | 17.8% | 20.1% | 20.1% | 18.5% | 20.6% | 10.8% | 20.4% | 11.7% | 11.7% | 12.2% | 8.6% | |
| Infrastructure | IGF | Global Sectors | Infrastructure | 13.2% | 14.0% | 16.1% | 16.5% | 15.2% | 3.8% | 16.2% | 9.3% | 7.2% | 7.7% | |||
| Materials | MXI | Global Sectors | Materials | 26.0% | 20.2% | 22.4% | 21.3% | 20.7% | 24.1% | 17.8% | 13.2% | 7.8% | 10.0% | 7.4% | 6.2% | |
| Technology | IXN | Global Sectors | Technology | 44.9% | 31.3% | 30.3% | 26.4% | 23.3% | 23.5% | 45.1% | 37.7% | 22.0% | 24.1% | 21.5% | 15.9% | |
| Telecom | IXP | Global Sectors | Telecommunications | 13.9% | 16.5% | 19.1% | 17.7% | 16.1% | 16.9% | -1.1% | 22.4% | 8.9% | 9.1% | 8.9% | 7.4% | |
| Timber & Forestry | WOOD | Global Sectors | Timber and Forestry | 16.7% | 17.2% | 18.9% | 21.6% | 20.6% | -6.2% | -1.4% | -2.7% | 4.8% | 6.5% | |||
| Global Utilities | JXI | Global Sectors | Utilities | 15.2% | 16.0% | 17.1% | 15.9% | 14.7% | 15.5% | 1.5% | 15.9% | 8.7% | 8.3% | 7.9% | 5.6% | |
| Strategic 60-40 Portfolio | s.6040 | Benchmark | Benchmark | 8.9% | 10.2% | 12.1% | 11.5% | 10.4% | 10.9% | 8.5% | 14.9% | 7.3% | 9.3% | 9.9% | 8.0% | |