Global Sectors, ranked by Total Return
for period ending September 30, 2026
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.
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 | Sep | 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 | 3.7% | -1.7% | 11.0% | 6.8% | -3.4% | 8.1% | 6.4% | 22.8% | 20.0% | 20.1% | 19.9% | 18.6% | |||
| Consumer Discretionary | RXI | Consumer Discretionary | -9.4% | -6.8% | -9.5% | 9.4% | 3.5% | 8.9% | 11.0% | 8.0% | 11.2% | 10.2% | 12.8% | 12.7% | 11.4% | 13.0% | |
| Consumer Staples | KXI | Consumer Staples | 2.4% | -4.3% | 4.1% | 7.5% | 4.2% | 5.3% | 7.7% | 7.3% | 10.7% | 8.1% | 9.0% | 8.9% | 8.2% | 9.0% | |
| Energy | IXC | Energy | 37.7% | -2.1% | 41.1% | 15.5% | 21.0% | 10.1% | 7.5% | 6.0% | 13.2% | 12.0% | 15.5% | 18.7% | 16.6% | 17.1% | |
| Financials | IXG | Financials | 6.6% | -5.4% | 11.4% | 24.8% | 13.3% | 12.4% | 11.9% | 4.9% | 8.5% | 7.3% | 11.6% | 13.3% | 12.7% | 16.5% | |
| Healthcare | IXJ | Healthcare | 5.8% | -2.0% | 17.0% | 9.0% | 5.5% | 8.9% | 11.4% | 8.5% | 9.7% | 9.2% | 9.6% | 9.3% | 8.8% | 9.7% | |
| Industrials | EXI | Industrials | 8.6% | -4.3% | 10.8% | 20.4% | 11.7% | 11.7% | 12.2% | 8.6% | 11.7% | 9.5% | 12.1% | 13.0% | 11.5% | 14.1% | |
| Infrastructure | IGF | Infrastructure | 1.7% | -5.5% | 3.8% | 16.2% | 9.3% | 7.2% | 7.7% | 7.9% | 7.1% | 10.4% | 11.7% | 10.5% | |||
| Materials | MXI | Materials | 11.8% | -7.3% | 17.8% | 13.2% | 7.8% | 10.0% | 7.4% | 6.2% | 15.4% | 12.2% | 14.3% | 13.5% | 13.1% | 16.3% | |
| Technology | IXN | Technology | 41.3% | 5.0% | 45.1% | 37.7% | 22.0% | 24.1% | 21.5% | 15.9% | 17.2% | 12.6% | 16.5% | 14.3% | 12.5% | 14.1% | |
| Telecom | IXP | Telecommunications | -1.8% | 1.5% | -1.1% | 22.4% | 8.9% | 9.1% | 8.9% | 7.4% | 10.6% | 8.8% | 12.3% | 11.5% | 10.2% | 11.3% | |
| Timber & Forestry | WOOD | Timber and Forestry | -5.8% | -6.2% | -6.2% | -1.4% | -2.7% | 4.8% | 6.5% | 12.7% | 11.9% | 13.8% | 14.7% | 13.8% | |||
| Global Utilities | JXI | Utilities | -0.9% | -5.0% | 1.5% | 15.9% | 8.7% | 8.3% | 7.9% | 5.6% | 9.5% | 9.1% | 11.1% | 10.6% | 9.6% | 10.8% | |
| Strategic 60-40 Portfolio | s.6040 | Benchmark | 6.5% | -1.4% | 8.5% | 14.9% | 7.3% | 9.3% | 9.9% | 8.0% | 4.4% | 4.9% | 7.8% | 7.2% | 6.3% | 7.1% | |