Global Sectors, ranked by Total Return

for period ending March 31, 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 Mar 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 0.4% 2.8% -17.0% * * * * *   16.1% * * * * *
Consumer Discretionary RXI Consumer Discretionary -3.6% -6.1% 7.1% * * * * *   9.2% * * * * *
Consumer Staples KXI Consumer Staples 6.2% -0.3% 7.5% * * * * *   7.6% * * * * *
Energy IXC Energy 10.2% 4.8% 2.3% * * * * *   9.0% * * * * *
Financials IXG Financials 7.2% -1.6% 22.3% * * * * *   7.4% * * * * *
Healthcare IXJ Healthcare 6.1% -2.1% -0.7% * * * * *   9.9% * * * * *
Industrials EXI Industrials 2.9% -1.7% 5.6% * * * * *   8.5% * * * * *
Infrastructure IGF Infrastructure 4.6% 2.2% 18.7% * * * * *   6.9% * * * * *
Materials MXI Materials 5.2% -0.6% -5.8% * * * * *   11.1% * * * * *
Technology IXN Technology -10.6% -8.1% 1.7% * * * * *   11.0% * * * * *
Telecom IXP Telecommunications 0.4% -5.5% 16.9% * * * * *   7.6% * * * * *
Timber & Forestry WOOD Timber and Forestry -1.2% -2.6% -8.8% * * * * *   11.5% * * * * *
Global Utilities JXI Utilities 7.7% 2.9% 20.6% * * * * *   11.3% * * * * *
Strategic 60-40 Portfolio s.6040 Benchmark -1.8% -3.5% 6.4% * * * * *   6.1% * * * * *