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% * * * * *