Global Sectors, ranked by Total 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

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 Apr 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 3.4% 3.1% -9.6% * * * * *   16.7% * * * * *
Consumer Discretionary RXI Consumer Discretionary -3.3% 0.3% 12.8% * * * * *   8.0% * * * * *
Consumer Staples KXI Consumer Staples 9.7% 3.2% 12.8% * * * * *   7.7% * * * * *
Energy IXC Energy -2.8% -11.8% -10.1% * * * * *   13.5% * * * * *
Financials IXG Financials 7.3% 0.0% 26.8% * * * * *   6.3% * * * * *
Healthcare IXJ Healthcare 3.7% -2.3% 1.2% * * * * *   9.4% * * * * *
Industrials EXI Industrials 5.2% 2.2% 11.8% * * * * *   8.1% * * * * *
Infrastructure IGF Infrastructure 7.9% 3.1% 23.2% * * * * *   7.1% * * * * *
Materials MXI Materials 5.6% 0.4% -2.5% * * * * *   11.1% * * * * *
Technology IXN Technology -9.3% 1.5% 9.5% * * * * *   9.9% * * * * *
Telecom IXP Telecommunications 1.2% 0.8% 21.3% * * * * *   7.1% * * * * *
Timber & Forestry WOOD Timber and Forestry -5.0% -3.9% -6.5% * * * * *   10.8% * * * * *
Global Utilities JXI Utilities 11.2% 3.3% 23.8% * * * * *   11.6% * * * * *
Strategic 60-40 Portfolio s.6040 Benchmark -2.1% -0.3% 10.0% * * * * *   5.0% * * * * *