iShares Global Industrials ETF

for period ending September 30, 2026


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  Overview

EXI is the Ingredient ID for this portfolio ingredient

This Ingredient ID appears in the scatterplots and comparisons below.

Portfolio Ingredient Provider   iShares (www.iShares.com)

Description   iShares Global Industrials ETF gives investors access to equities in a particular global sector. This portfolio ingredient is an exchange-traded fund and can be used as part of an overall asset allocation or as part of a portfolio recipe.

Category   Global Sectors, Industrials

Peer Group   Global Sectors. See How to Invest, below. You can see how this portfolio ingredient has performed compared to its peers by clicking on any "Rank: Group" link in the Compare sections, below.

Methodology   This portfolio is an exchange-traded fund and its holdings are determined by the fund's manager, iShares. The investment seeks to track the investment results of an index composed of global equities in the industrials sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P Global 1200 Industrials Sector IndexTM (the "underlying index"), which measures the performance of companies that S&P Dow Jones Indices LLC ("S&P"), a subsidiary of McGraw Hill Financial, Inc., deems to be part of the industrials sector of the economy and that S&P believes are important to global markets. You may consult www.iShares.com for details on how this manager chooses particular assets for inclusion in this fund.

Cost



  How to Invest

You can invest in this portfolio ingredient by buying the ticker symbol "EXI" at your favorite brokerage. See below for the full set of risk and return metrics for this portfolio ingredient. For portfolio recipes that combine multiple ingredients into optimized portfolios that minimize risk and maximize return, visit www.RecipeInvesting.com. Upgrade your subscription for full access. Only $15 per month. Cancel anytime.



  How to Rebalance

You do not need to adjust the composition of this portfolio. While the underlying assets in this portfolio may change, the portfolio manager handles the details of buying and selling the underlying ingredients.



  Compare: Total Return

for period ending September 30, 2026

5-year graph

● EXI ● Global equities (ACWI) ● U.S. equities (SPY) ● U.S. bonds (BND) ● 60% Equity / 40% Bonds (s.6040)
Total Return (Compound Annual Growth Rate)
  YTD      1 year 3 year 5 year 10 year 15 year 20 year
EXI 8.6% -4.3% 10.8% 20.4% 11.7% 11.7% 12.2% 8.6%
Peer Group* average
60% Equity / 40% Bonds 6.5% -1.4% 8.5% 14.9% 7.3% 9.3% 9.9% 8.0%
Global Equities (ACWI) 12.9% -1.2% 16.6% 21.8% 11.6% 12.5% 11.9%  
U.S. Equities (SPY) 12.7% -0.3% 15.7% 22.8% 13.7% 15.2% 15.6% 11.1%
U.S. Bonds (BND) -2.4% -2.2% -1.5% 4.2% -0.6% 1.1% 1.8% 2.9%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Ingredients Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Global Sectors
ICLN 3.7474493207083626% -1.7341040462427793% 10.972637416977559% 6.758062276583665% -3.446972760850797% 8.13654468995464% 6.365973960494498% 0%
RXI -9.423626462959579% -6.847727501763579% -9.461742825134012% 9.4059949335767% 3.503888506327635% 8.85670389058868% 11.006970697030027% 7.978033855456879%
KXI 2.414269178901307% -4.272128749085569% 4.095904867443911% 7.450010168060994% 4.249103263764842% 5.303016805304095% 7.652249635898412% 7.261818620594518%
IXC 37.71009027295236% -2.0797524922653854% 41.1068840475032% 15.529218162602287% 21.00111865559622% 10.07864663134097% 7.548637918719514% 6.039879312354723%
IXG 6.641036860543648% -5.372177930109534% 11.38738270013615% 24.842824766550553% 13.290884356830922% 12.39703980144955% 11.941087080987467% 4.863772392271626%
IXJ 5.775702757887302% -2.0337682271680646% 16.96748822645673% 9.008672678643537% 5.503389974054351% 8.925599989257748% 11.383365465706664% 8.479888418786686%
EXI 8.5779554994599% -4.317492416582414% 10.815756850984283% 20.403374702931167% 11.711977615555558% 11.656623942064614% 12.182640755889063% 8.572815863046257%
IGF 1.7379023453710563% -5.49585508136321% 3.79756520499146% 16.239703851447416% 9.253063733386968% 7.156605927166404% 7.707987853222376% 0%
MXI 11.83712795188443% -7.32784755305328% 17.760344348077894% 13.241857786759127% 7.81612402673757% 10.012624571916962% 7.395061058463059% 6.207608927550323%
IXN 41.330864882032834% 5.023736980089288% 45.083312814559726% 37.738764822249934% 21.992070715977885% 24.133137161886744% 21.534437921983617% 15.893166692111382%
IXP -1.7668862392432816% 1.4583512052843917% -1.1344094871917454% 22.38687209310246% 8.8774026908367% 9.107560787441304% 8.907003092788912% 7.384945163178691%
WOOD -5.771850726960159% -6.246443514644351% -6.182133546823366% -1.3839394004287686% -2.749640800047204% 4.83641011686311% 6.506799337576852% 0%
JXI -0.9185796296947379% -4.968483500185384% 1.5265660849286267% 15.946259278178765% 8.749057567409801% 8.332318659678517% 7.892971333590371% 5.615344538932332%
Historical Return
 
EXI 17.4% -12.4% 22.0% 12.5% 25.9%
Peer Group* average
60% Equity / 40% Bonds 14.0% -16.7% 17.5% 14.4% 13.2%
Global Equities (ACWI) 18.7% -18.4% 22.3% 17.5% 22.4%
U.S. Equities (SPY) 28.7% -18.2% 26.2% 24.9% 17.7%
U.S. Bonds (BND) -1.9% -13.1% 5.4% 1.4% 7.1%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Ingredients Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Global Sectors
ICLN -24.182257336832546% -5.426879637480075% -20.384585956109134% -25.720735553107854% 47.04496654546442%
RXI 16.32948387427813% -29.081500333662223% 27.57704594986532% 17.26075525398776% 13.155779888858543%
KXI 13.686186659465216% -6.023711480359872% 2.4460559312942554% 4.2021183200047885% 9.676064818959574%
IXC 40.967728635594945% 48.507452597263814% 3.939674151435857% 1.9780305570136658% 13.97932089723215%
IXG 25.09956868171126% -8.965763927293956% 14.993972167958347% 25.723288479835603% 28.53986739124057%
IXJ 19.585414846211414% -4.937814553987819% 3.6307985952579003% 0.5541139244506388% 14.98839983364173%
EXI 17.378641814925054% -12.358661132719128% 22.04657917452486% 12.48127016917473% 25.881422584609858%
IGF 11.580997756100286% -1.2558880437281816% 6.174751488072072% 14.842876581598352% 21.305454245429402%
MXI 15.075825773393436% -9.091927891052332% 14.384487713515615% -8.23151206866941% 25.581400462024817%
IXN 29.586093654370373% -29.86391775307119% 52.990619143339714% 24.837571720578076% 25.252056325615758%
IXP 12.771814818769233% -32.95551485949119% 38.80583819519694% 31.32662817566514% 29.269349619017238%
WOOD 17.033954629269754% -19.392230801080334% 13.84356444768624% -4.20339941997293% -3.267880533132539%
JXI 10.866585775097693% -4.166679030187137% 0.662387867172054% 13.163309069883212% 25.93433176197837%


  Compare: Risk vs. Return

for period ending September 30, 2026

Note: In this Free plan, you can view every risk‑and-return metric for this Portfolio Recipe.Upgrade to an Investor or Pro plan to unlock the interactive scatterplots.

Maximum Drawdown vs. Annual Return
● EXI ● Peer group ● All other ingredients ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)
Downside Deviation vs. Annual Return
● EXI ● Peer group ● All other ingredients ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)
Standard Deviation vs. Annual Return
● EXI ● Peer group ● All other ingredients ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)
Beta vs. Annual Return
● EXI ● Peer group ● All other ingredients ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)
 
Risk vs. Return Compass*
  1 year 3 year 5 year 10 year 15 year 20 year
EXI risk vs. 60/40 Worse Worse Worse Worse Worse Worse
EXI return vs. 60/40 Better Better Better Better Better Better
Risk-Return Quadrant
NE NE NE NE NE NE
Risk-Return Direction 72° 40° 45° 68° 66° 86°
Risk-Return Magnitude 7.7 7.2 6.2 6.2 5.7 6.9
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Ingredients Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* compares EXI to s.6040 on the scatterplot "Downside Deviation vs. Annual Return"
M-squared
  1 year 3 year 5 year 10 year 15 year 20 year
EXI -6.6% -5.1% -2.9% -4.8% -4.8% -3.8%
Peer Group* average
60% Equity / 40% Bonds -4.7% -3.9% -5.3% -2.9% -1.8% 0.1%
Global Equities (ACWI) 1.2% 0.4% -1.7% -2.3% -3.5%  
U.S. Equities (SPY) 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
U.S. Bonds (BND) -30.2% -18.9% -21.8% -17.4% -14.1% -5.5%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Ingredients Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Global Sectors
ICLN -9.085916488223745% -17.30633091440295% -13.479383076830903% -9.499694213253163% -11.281557067593118% 0%
RXI -23.790818019681005% -14.259982942194561% -9.99484911446835% -7.328082780665586% -6.023942792935519% -4.1704133139451836%
KXI -11.680982600610305% -15.14540498657891% -9.505071281580886% -9.411491435180002% -6.89229510850036% -2.6966021091607573%
IXC 7.942562892548166% -11.058117115333943% 2.028257795511255% -8.103205349975834% -10.305634961601946% -6.592978612127068%
IXG -4.732487805754973% 0.9490403821317273% -1.0218470077411776% -4.359691940898799% -5.5919778948167576% -7.174641018677672%
IXJ 0.41034940605213777% -14.084872970514754% -8.096475638030483% -5.595407881028302% -3.353073268110723% -1.8863949385951901%
EXI -6.619980117395798% -5.076665519223473% -2.8912809984810988% -4.832933652592456% -4.838298118946092% -3.787578619780165%
IGF -11.915054921350864% -6.351935054734996% -4.165389169522238% -8.083769310326309% -7.852855933305409% 0%
MXI -3.8205923259262082% -12.229390482344016% -6.64548287016482% -6.666026766016579% -9.607638628065757% -6.272862978891542%
IXN 5.330356023164326% -0.3059536539144183% 1.9998643005874666% 3.04304974291707% 0.7982041833585409% 1.4541451443706563%
IXP -16.419009617616823% -2.037962567039017% -5.259964638269336% -6.437737528594877% -6.967258698305897% -3.8531601114746383%
WOOD -19.205445531583813% -22.525259069707037% -15.15386744516723% -10.890823123249762% -10.268325332984208% 0%
JXI -13.879338521960662% -8.070833148787848% -4.97100139735418% -6.634615128672238% -7.4473858382025755% -5.300538808864464%
Alpha
  1 year 3 year 5 year 10 year 15 year 20 year
EXI -1.8% 0.1% -1.9% -4.0% -4.0% -3.7%
Peer Group* average
60% Equity / 40% Bonds -2.8% -2.4% -3.7% -1.8% -1.0% 0.2%
Global Equities (ACWI) 1.6% 0.9% -1.4% -1.9% -3.0%  
U.S. Equities (SPY) -0.0% 0.0% -0.0% 0.0% 0.0% 0.0%
U.S. Bonds (BND) -6.3% -4.2% -7.5% -3.5% -1.7% 0.4%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Ingredients Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Global Sectors
ICLN -11.088656773434584% -18.71230624884351% -18.061619506891695% -7.856340004361098% -10.59095502971561% 0%
RXI -23.527905608006634% -12.66799554493302% -10.821719752798508% -7.163932455973407% -5.555111804232608% -3.988458441894859%
KXI -3.3767385098739555% -2.475450379460698% -4.639864578788244% -4.204570087233614% -2.059567220183699% -0.1619494061667215%
IXC 46.431808761465334% 12.5937352761326% 12.669309563628% -3.4923313035622137% -7.082016325453064% -4.811812595181255%
IXG 1.629272702098186% 7.203564940923869% 1.258184592435886% -2.197566697177491% -3.7598444836496654% -8.268968472967828%
IXJ 10.697270727098388% -3.0458300696525917% -4.102969375559364% -1.7554013555823245% 0.36844530884850535% 0.3945711962819489%
EXI -1.8481899718465886% 0.07222701171326484% -1.8587193329838563% -4.04615513632397% -4.014317978507469% -3.696544705534726%
IGF -0.9946240247136997% 4.6643272698628655% -0.962208148759812% -4.601046923782126% -3.9860596874825314% 0%
MXI 6.1886224555530145% -3.6345460666010183% -4.7923150087828% -4.608575838712019% -8.377366795649777% -6.253859310406244%
IXN 16.730860991308187% 5.520980976006186% 4.964512623521227% 6.366801060674675% 3.382305372226572% 3.1694271447275355%
IXP -14.483320383557079% 1.7467387105403134% -3.758742487592402% -4.372249883322306% -4.168391438618564% -1.912745855149793%
WOOD -10.01594120643266% -16.62618786293467% -14.109284774155142% -9.784177280833015% -9.037912910433185% 0%
JXI -2.8555969496511326% 6.646336148054661% -1.0289404316793993% -0.8770251037593226% -1.0098331936925673% -1.7941781193587367%
Sharpe
  1 year 3 year 5 year 10 year 15 year 20 year
EXI 0.46 1.04 0.45 0.55 0.67 0.44
Peer Group* average
60% Equity / 40% Bonds 0.57 1.12 0.27 0.62 0.83 0.63
Global Equities (ACWI) 0.98 1.41 0.50 0.68 0.74  
U.S. Equities (SPY) 0.90 1.38 0.60 0.81 0.96 0.65
U.S. Bonds (BND) -1.34 -0.01 -0.71 -0.27 -0.01 0.26
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Ingredients Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Global Sectors
ICLN 0.358954895898741 0.2168610852624816 -0.13318181127456308 0.3170514014441038 0.2925842951329656 0
RXI -0.8475532266791399 0.3869208519556636 0.03971492900091172 0.4009052189278926 0.5908175820613629 0.4120154824943794
KXI 0.09742248604755269 0.3057316301934494 0.04069741174179824 0.24748664866794295 0.5126289508539359 0.47482258239339536
IXC 1.3752269725914734 0.6303634910376071 0.7382500017456639 0.3934451412282032 0.34629712459231865 0.2919068910792147
IXG 0.5804134168485644 1.442465664135024 0.5509169502841278 0.5784530721792115 0.624714945531121 0.24810296289052772
IXJ 0.9277923080037211 0.3919072209752588 0.13017502499221148 0.4848707241246862 0.7482618230490273 0.5300942604050446
EXI 0.4642464792710831 1.037208176523854 0.449280976372298 0.5478367736378403 0.666343063862869 0.4392938238197722
IGF 0.06767526549285385 0.9468643782898302 0.3583532054528413 0.3443687864631742 0.46248721561696055 0
MXI 0.6700843243785414 0.5453922939812306 0.24713777724326913 0.445700306573591 0.3694369192484268 0.3047259311463881
IXN 1.2206567804799582 1.3333988490445847 0.7422646944308946 0.9936140451609626 1.0179067172872087 0.7493660777642651
IXP -0.26205284686933766 1.2447825273046547 0.31206915294398946 0.4446859159826633 0.5222221988746346 0.42012750743622435
WOOD -0.46685131124606066 -0.244514172763036 -0.2799332392951417 0.1951296908271645 0.3248023569237243 0
JXI -0.06770038478313224 0.8296590737804463 0.3176418966865517 0.42488222658567065 0.4849220131115805 0.32618229573145335
Sortino
  1 year 3 year 5 year 10 year 15 year 20 year
EXI 0.73 1.82 0.69 0.82 1.03 0.63
Peer Group* average
60% Equity / 40% Bonds 1.08 2.08 0.39 0.92 1.28 0.93
Global Equities (ACWI) 1.89 2.80 0.75 1.01 1.14  
U.S. Equities (SPY) 2.12 2.88 0.92 1.26 1.55 0.97
U.S. Bonds (BND) 1.08 2.08 0.39 0.92 1.28 0.93
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Ingredients Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Global Sectors
ICLN 0.5817540005068582 0.3179374911849855 -0.1863928035928568 0.48494009342523986 0.444398763484548 0
RXI -0.9828668563478961 0.5919036486326668 0.058644065187713444 0.6056324643192564 0.9312867805928909 0.6217270103695006
KXI 0.1414645791824616 0.445141395124517 0.05707632937382443 0.35237852961183913 0.7638274482582877 0.6931161824705856
IXC 3.428533785708264 1.0961201398632898 1.2680734912404859 0.6012610750229298 0.5312867019272779 0.43317648271189413
IXG 0.983378446642238 2.930130923487334 0.8403206653092608 0.8631726502301612 0.9456017737595446 0.3467382313701996
IXJ 1.4901283769721774 0.5782162451192566 0.18742915551169823 0.7384962905445295 1.1758427513602172 0.7964274484694479
EXI 0.7335486118249775 1.8247759692796082 0.6916822747736497 0.8158807374330593 1.0338442911481034 0.6306774843924376
IGF 0.10843040477731417 1.7191216110197851 0.5095178327855852 0.46572886324862733 0.6459229559096098 0
MXI 1.1208058375392174 0.8584295256522786 0.36559262321159747 0.6744439731124353 0.56620737902486 0.44180643083496085
IXN 3.1369410022710977 3.1546494755957064 1.280215619769415 1.7377462224171096 1.8073550729653132 1.2091834254727603
IXP -0.3429958792610007 2.2012081297025285 0.45060495439565323 0.6528538283864757 0.7874926775487648 0.6080322648596422
WOOD -0.6121609121756378 -0.33361029539004244 -0.3616664498069476 0.2754249898538689 0.4701033797082154 0
JXI -0.10503647478114188 1.3573043743853554 0.45177486989342613 0.6057355219923211 0.7086482006346643 0.45309412169015945
Treynor
  1 year 3 year 5 year 10 year 15 year 20 year
EXI 1.0 1.8 0.7 0.9 1.0 0.6
Peer Group* average
60% Equity / 40% Bonds 0.8 1.5 0.4 1.0 1.2 1.0
Global Equities (ACWI) 1.4 1.9 0.8 1.0 1.1 n/m
U.S. Equities (SPY) 1.2 1.8 0.9 1.2 1.4 0.9
U.S. Bonds (BND) n/m -0.1 -2.0 n/m n/m n/m
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Ingredients Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Global Sectors
Treynor ratio is shown as n/m ("not meaningful") when a portfolio ingredient's beta is between -0.20 and +0.20. The Treynor ratio divides excess return by beta, so near-zero beta creates extreme results that are not meaningful for comparison.
ICLN 0.5 0.2 -0.7 0.5 0.4 0
RXI -1.5 0.5 -0.1 0.6 0.8 0.6
KXI 0.1 1 -0.1 0.5 1 0.9
IXC -5 0 4 0.8 0.6 0.4
IXG 1.5 2.8 1.1 1 1 0.3
IXJ 6.2 1.1 0.2 1 1.4 1
EXI 1 1.8 0.7 0.9 1 0.6
IGF 0 3 0.8 0.6 0.8 0
MXI 2.1 1.3 0.4 0.8 0.5 0.4
IXN 2 2.2 1.3 1.8 1.7 1.2
IXP -0.6 2 0.5 0.7 0.9 0.7
WOOD 0 -1 -1 0.2 0.5 0
JXI 0 4.3 0.7 1.1 1.2 0.6


  Compare: Risk & Volatility

for period ending September 30, 2026

Maximum Drawdown
  1 year 3 year 5 year 10 year 15 year 20 year
EXI 9.4% 9.4% 26.4% 27.0% 27.0% 58.8%
Peer Group* average
60% Equity / 40% Bonds 3.7% 4.5% 20.7% 20.7% 20.7% 32.2%
Global Equities (ACWI) 6.1% 6.1% 25.7% 25.7% 25.7%  
U.S. Equities (SPY) 5.8% 7.6% 23.9% 23.9% 23.9% 50.8%
U.S. Bonds (BND) 4.1% 4.1% 15.8% 17.3% 17.3% 17.3%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Ingredients Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Global Sectors
ICLN 27.7% 27.7% 54% 60.8% 60.8% 0%
RXI 10.2% 10.2% 31.6% 31.6% 31.6% 55.4%
KXI 10% 10% 16.4% 16.4% 16.4% 35.3%
IXC 13.6% 13.6% 16.1% 54.4% 59.7% 59.7%
IXG 6.3% 6.3% 23.6% 33.2% 33.2% 74%
IXJ 8.6% 16.7% 16.7% 16.7% 16.7% 36.9%
EXI 9.4% 9.4% 26.4% 27% 27% 58.8%
IGF 10% 10% 17% 29.6% 29.6% 0%
MXI 8.9% 15.3% 25.9% 28.5% 34.1% 61.4%
IXN 8.8% 10.6% 34.3% 34.3% 34.3% 52.3%
IXP 9.7% 9.7% 37.7% 41% 41% 45%
WOOD 14.7% 20.1% 27.6% 37.8% 37.8% 0%
JXI 12.8% 12.8% 15.7% 18.6% 18.6% 43.8%
Standard Deviation
  1 year 3 year 5 year 10 year 15 year 20 year
EXI 18.6% 17.8% 20.1% 20.1% 18.5% 20.6%
Peer Group* average
60% Equity / 40% Bonds 8.9% 10.2% 12.1% 11.5% 10.4% 10.9%
Global Equities (ACWI) 14.3% 13.7% 16.6% 16.4% 15.5%  
U.S. Equities (SPY) 14.6% 14.9% 17.8% 17.7% 16.2% 17.1%
U.S. Bonds (BND) 3.6% 5.6% 6.3% 5.2% 4.6% 4.6%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Ingredients Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Global Sectors
ICLN 36.8% 30.2% 29.3% 31.4% 29.1% 0%
RXI 13.1% 16.5% 20.2% 20% 18.7% 20.1%
KXI 15.8% 12.6% 13.9% 13.4% 12.9% 13.6%
IXC 33.6% 21.8% 28.2% 29.3% 26.1% 26%
IXG 14.9% 16.1% 19.1% 20.6% 19.7% 23.5%
IXJ 15.8% 14.5% 15% 15% 14.4% 15%
EXI 18.6% 17.8% 20.1% 20.1% 18.5% 20.6%
IGF 13.2% 14% 16.1% 16.5% 15.2% 0%
MXI 26% 20.2% 22.4% 21.3% 20.7% 24.1%
IXN 44.9% 31.3% 30.3% 26.4% 23.3% 23.5%
IXP 13.9% 16.5% 19.1% 17.7% 16.1% 16.9%
WOOD 16.7% 17.2% 18.9% 21.6% 20.6% 0%
JXI 15.2% 16% 17.1% 15.9% 14.7% 15.5%
Downside Deviation
  1 year 3 year 5 year 10 year 15 year 20 year
EXI 11.7% 9.5% 12.1% 13.0% 11.5% 14.1%
Peer Group* average
60% Equity / 40% Bonds 4.4% 4.9% 7.8% 7.2% 6.3% 7.1%
Global Equities (ACWI) 7.2% 6.3% 10.2% 10.5% 9.6%  
U.S. Equities (SPY) 5.9% 6.6% 10.6% 10.9% 9.6% 11.1%
U.S. Bonds (BND) 3.1% 3.2% 4.5% 3.6% 3.1% 2.9%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Ingredients Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Global Sectors
ICLN 22.8% 20% 20.1% 19.9% 18.6% 0%
RXI 11.2% 10.2% 12.8% 12.7% 11.4% 13%
KXI 10.7% 8.1% 9% 8.9% 8.2% 9%
IXC 13.2% 12% 15.5% 18.7% 16.6% 17.1%
IXG 8.5% 7.3% 11.6% 13.3% 12.7% 16.5%
IXJ 9.7% 9.2% 9.6% 9.3% 8.8% 9.7%
EXI 11.7% 9.5% 12.1% 13% 11.5% 14.1%
IGF 7.9% 7.1% 10.4% 11.7% 10.5% 0%
MXI 15.4% 12.2% 14.3% 13.5% 13.1% 16.3%
IXN 17.2% 12.6% 16.5% 14.3% 12.5% 14.1%
IXP 10.6% 8.8% 12.3% 11.5% 10.2% 11.3%
WOOD 12.7% 11.9% 13.8% 14.7% 13.8% 0%
JXI 9.5% 9.1% 11.1% 10.6% 9.6% 10.8%
Beta
  1 year 3 year 5 year 10 year 15 year 20 year
EXI 0.75 0.87 0.99 1.04 1.05 1.12
Peer Group* average
60% Equity / 40% Bonds 0.63 0.70 0.71 0.67 0.66 0.65
Global Equities (ACWI) 0.94 0.90 0.93 0.93 0.95  
U.S. Equities (SPY) 1.00 1.00 1.00 1.00 1.00 1.00
U.S. Bonds (BND) 0.63 0.70 0.71 0.67 0.66 0.65
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Ingredients Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
* Peer Group is Global Sectors
ICLN 1.5278455212857998 1.1475127310556659 1.1003183334061144 1.0605811354506922 1.101800727157009 0
RXI 0.8630655138082589 0.9628295807893626 1.0686674926092061 1.0628137906364883 1.0729179114571399 1.0910604170816598
KXI 0.3148268850354351 0.3022350451499464 0.47333417858677584 0.5388308036132204 0.5718245355167627 0.6044692109538528
IXC -0.7492666210941459 -0.07785547389748874 0.4123231239635668 0.8657357029007058 0.9316349370643431 0.9716492369261698
IXG 0.5048590983620634 0.7216844502287882 0.8175850762041689 0.9480879030810604 1.0099251674704182 1.2159824382061217
IXJ 0.2148474546301606 0.4180049080030501 0.5518913445247727 0.6332334661561484 0.6671458655215805 0.6753306592600397
EXI 0.7464739171369847 0.8680598902750546 0.9860017619578669 1.0372417752540937 1.0462092974483204 1.1235019716680503
IGF 0.09195220825241021 0.3919517040837685 0.6185696399731231 0.71985142846952 0.7168236811118043 0
MXI 0.6556574864462694 0.6802030125880296 0.8806307702410677 0.9502274166139724 1.0151550839315115 1.144079470318594
IXN 2.0509433423244205 1.5144135590522758 1.3645415297619068 1.203257522615536 1.1892292471021721 1.1721725055074435
IXP 0.8034273802779013 0.8848614506656768 0.8836647008696877 0.858401182301745 0.8178684964180857 0.8051933567182196
WOOD 0.01226459902389133 0.5913433622668477 0.7438828440440037 0.9501780989556452 0.998497805553316 0
JXI 0.05785930806512786 0.26822050988368384 0.5706864455756134 0.5148367702885764 0.5126457036271447 0.6029433267899138


  Compare: Correlation

for period ending September 30, 2026

  1 year 3 year 5 year 10 year 15 year 20 year
to Global Stocks (ACWI) 0.75 0.84 0.91 0.93 0.93
to S&P500 (SPY) 0.57 0.72 0.86 0.89 0.90 0.92
to U.S. Bonds (BND) 0.69 0.63 0.67 0.43 0.34 0.27
to Commodities (DBC) -0.26 -0.25 0.07 0.35 0.37 0.45
to Gold (GLD) 0.49 0.25 0.31 0.19 0.17 0.12


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