Global Sectors, ranked by Historical Return

for period ending April 30, 2024

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
by Volatility / Risk: Maximum Drawdown, Standard Deviation, Downside Deviation, Beta

Historical Return is the annual return for the last 5 calendar years.

 
Use the table below to compare the performance of all the portfolios in this peer group. You may sort by any column by clicking on the column headings in the gray row.
    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 * * * * -20.4%   -28.2% * * * * *
Consumer Discretionary RXI Consumer Discretionary * * * * 27.6%   12.3% * * * * *
Consumer Staples KXI Consumer Staples * * * * 2.4%   -4.0% * * * * *
Energy IXC Energy * * * * 3.9%   13.7% * * * * *
Financials IXG Financials * * * * 15.0%   20.2% * * * * *
Healthcare IXJ Healthcare * * * * 3.6%   4.9% * * * * *
Industrials EXI Industrials * * * * 22.0%   19.8% * * * * *
Infrastructure IGF Infrastructure * * * * 6.2%   -0.1% * * * * *
Materials MXI Materials * * * * 14.4%   7.7% * * * * *
Technology IXN Technology * * * * 53.0%   31.1% * * * * *
Telecom IXP Telecommunications * * * * 38.8%   26.5% * * * * *
Timber & Forestry WOOD Timber and Forestry * * * * 13.8%   13.6% * * * * *
Global Utilities JXI Utilities * * * * 0.7%   -1.4% * * * * *