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
Sort by any column by clicking on the gray column heading.
| 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% | * | * | * | * | * | |