Global Sectors, ranked by Historical Return

for period ending April 30, 2025

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.

Note: Access to the sortable list for all years (including 3-, 5-, 10-, 15-, and 20-year metrics) is only available to paid subscribers. Subscribe to view the complete version of this Ingredient Summary page.

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 * * * * -25.7%   -9.6% * * * * *
Consumer Discretionary RXI Consumer Discretionary * * * * 17.3%   12.8% * * * * *
Consumer Staples KXI Consumer Staples * * * * 4.2%   12.8% * * * * *
Energy IXC Energy * * * * 2.0%   -10.1% * * * * *
Financials IXG Financials * * * * 25.7%   26.8% * * * * *
Healthcare IXJ Healthcare * * * * 0.6%   1.2% * * * * *
Industrials EXI Industrials * * * * 12.5%   11.8% * * * * *
Infrastructure IGF Infrastructure * * * * 14.8%   23.2% * * * * *
Materials MXI Materials * * * * -8.2%   -2.5% * * * * *
Technology IXN Technology * * * * 24.8%   9.5% * * * * *
Telecom IXP Telecommunications * * * * 31.3%   21.3% * * * * *
Timber & Forestry WOOD Timber and Forestry * * * * -4.2%   -6.5% * * * * *
Global Utilities JXI Utilities * * * * 13.2%   23.8% * * * * *
Strategic 60-40 Portfolio s.6040 Benchmark * * * * 14.4%   10.0% * * * * *