Global Sectors, ranked by Historical Return
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
Historical Return is the annual return for the last 5 calendar years.
Portfolio Ingredients: Global Sectors Peer Group
Sort by any column by clicking on the gray column heading.
| Historical Return | Total Return, annualized | |||||||||||||
| Ingredient Name | ID | Category | 1 year | 3 year | 5 year | 10 year | 15 year | 20 year | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Group Average | ||||||||||||||
| Clean Energy | ICLN | Clean Energy | -24.2% | -5.4% | -20.4% | -25.7% | 47.0% | 21.5% | 4.0% | -4.5% | 8.3% | 4.0% | ||
| Consumer Discretionary | RXI | Consumer Discretionary | 16.3% | -29.1% | 27.6% | 17.3% | 13.2% | 1.5% | 10.0% | 4.5% | 9.6% | 10.9% | ||
| Consumer Staples | KXI | Consumer Staples | 13.7% | -6.0% | 2.4% | 4.2% | 9.7% | 6.6% | 7.2% | 4.4% | 5.8% | 7.6% | ||
| Energy | IXC | Energy | 41.0% | 48.5% | 3.9% | 2.0% | 14.0% | 43.3% | 17.3% | 23.6% | 10.6% | 6.8% | 6.0% | |
| Financials | IXG | Financials | 25.1% | -9.0% | 15.0% | 25.7% | 28.5% | 18.9% | 26.2% | 14.2% | 12.9% | 11.4% | 5.3% | |
| Healthcare | IXJ | Healthcare | 19.6% | -4.9% | 3.6% | 0.6% | 15.0% | 20.7% | 8.6% | 4.8% | 9.1% | 11.1% | 8.6% | |
| Industrials | EXI | Industrials | 17.4% | -12.4% | 22.0% | 12.5% | 25.9% | 18.5% | 20.0% | 11.6% | 12.2% | 11.6% | ||
| Infrastructure | IGF | Infrastructure | 11.6% | -1.3% | 6.2% | 14.8% | 21.3% | 11.2% | 16.6% | 10.2% | 8.0% | 7.6% | ||
| Materials | MXI | Materials | 15.1% | -9.1% | 14.4% | -8.2% | 25.6% | 30.4% | 14.6% | 7.7% | 11.1% | 6.5% | ||
| Technology | IXN | Technology | 29.6% | -29.9% | 53.0% | 24.8% | 25.3% | 49.4% | 32.5% | 19.4% | 23.9% | 20.8% | 15.9% | |
| Telecom | IXP | Telecommunications | 12.8% | -33.0% | 38.8% | 31.3% | 29.3% | 1.5% | 20.5% | 7.2% | 8.9% | 8.4% | 7.6% | |
| Timber & Forestry | WOOD | Timber and Forestry | 17.0% | -19.4% | 13.8% | -4.2% | -3.3% | -3.3% | 0.5% | -2.5% | 5.6% | 6.2% | ||
| Global Utilities | JXI | Utilities | 10.9% | -4.2% | 0.7% | 13.2% | 25.9% | 10.7% | 15.6% | 8.2% | 9.0% | 8.0% | ||
| Strategic 60-40 Portfolio | s.6040 | Benchmark | 14.0% | -16.7% | 17.5% | 14.4% | 13.2% | 12.7% | 13.9% | 6.9% | 9.5% | 9.7% | 8.2% | |