Global Sectors, ranked by Total Return
for period ending June 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
Total Return is the total annual return over the last 1, 3, 5, 10, 15, and 20-year periods.
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
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Total Return | Downside Deviation | ||||||||||||||||
Ingredient Name | ID | Category | YTD | Jun | 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 | |||||||||||||||||
Clean Energy | ICLN | Clean Energy | 16.4% | 4.6% | 0.4% | * | * | * | * | * | 14.7% | * | * | * | * | * | |
Consumer Discretionary | RXI | Consumer Discretionary | 2.9% | 0.2% | 18.3% | * | * | * | * | * | 8.4% | * | * | * | * | * | |
Consumer Staples | KXI | Consumer Staples | 9.6% | -1.7% | 11.4% | * | * | * | * | * | 7.6% | * | * | * | * | * | |
Energy | IXC | Energy | 4.7% | 5.4% | -1.6% | * | * | * | * | * | 14.5% | * | * | * | * | * | |
Financials | IXG | Financials | 16.9% | 3.1% | 33.4% | * | * | * | * | * | 6.3% | * | * | * | * | * | |
Healthcare | IXJ | Healthcare | 1.0% | 1.3% | -5.8% | * | * | * | * | * | 9.5% | * | * | * | * | * | |
Industrials | EXI | Industrials | 18.1% | 3.6% | 24.2% | * | * | * | * | * | 8.4% | * | * | * | * | * | |
Infrastructure | IGF | Infrastructure | 15.2% | 2.0% | 27.7% | * | * | * | * | * | 6.0% | * | * | * | * | * | |
Materials | MXI | Materials | 10.2% | 0.8% | 2.6% | * | * | * | * | * | 10.9% | * | * | * | * | * | |
Technology | IXN | Technology | 9.2% | 10.1% | 12.0% | * | * | * | * | * | 10.1% | * | * | * | * | * | |
Telecom | IXP | Telecommunications | 16.7% | 7.2% | 28.2% | * | * | * | * | * | 7.4% | * | * | * | * | * | |
Timber & Forestry | WOOD | Timber and Forestry | -2.9% | 0.3% | -5.0% | * | * | * | * | * | 10.2% | * | * | * | * | * | |
Global Utilities | JXI | Utilities | 16.7% | 1.8% | 26.9% | * | * | * | * | * | 10.0% | * | * | * | * | * | |
Strategic 60-40 Portfolio | s.6040 | Benchmark | 5.1% | 3.7% | 11.6% | * | * | * | * | * | 5.1% | * | * | * | * | * |