iShares Global Infrastructure ETF

for period ending October 31, 2026

Quick Links

Overview

IGF is the Ingredient ID for this portfolio ingredient

This Ingredient ID appears in the scatterplots and comparisons below.

Portfolio Ingredient Provider iShares (www.ishares.com)

Description iShares Global Infrastructure ETF gives investors access to equities in a particular global sector. This portfolio ingredient is an exchange-traded fund and can be used as part of an overall asset allocation or as part of a portfolio recipe.

Category Global Sectors, Infrastructure

Peer Group Global Sectors. See How to Invest, below. You can see how this portfolio ingredient has performed compared to its peers by clicking on any "Rank: Group" link in the Compare sections, below.

Methodology This portfolio is an exchange-traded fund and its holdings are determined by the fund's manager, iShares. The investment seeks to track the investment results of an index composed of developed market equities in the infrastructure industry. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P Global Infrastructure IndexTM (the "underlying index"), which is designed to track performance of the stocks of large infrastructure companies in developed markets, or whose stocks are listed on developed market exchanges around the world. You may consult www.ishares.com for details on how this manager chooses particular assets for inclusion in this fund.

Cost

Since this is an exchange-traded fund, you can purchase this directly through your broker using the ticker IGF. See How to Invest, below.
Fund fees. The manager of this fund charges a percentage of assets under management as its fee.
Additional fees. If a financial adviser purchases this fund on your behalf, they may also charge a fee.

How to Invest

You can invest in this portfolio ingredient by buying the ticker symbol "IGF" at your favorite brokerage. See below for the full set of risk and return metrics for this portfolio ingredient. For portfolio recipes that combine multiple ingredients into optimized portfolios that minimize risk and maximize return, visit www.RecipeInvesting.com. Upgrade your subscription for full access. Only $15 per month. Cancel anytime.

How to Rebalance

You do not need to adjust the composition of this portfolio. While the underlying assets in this portfolio may change, the portfolio manager handles the details of buying and selling the underlying ingredients.

Compare: Total Return

for period ending October 31, 2026

5-year graph

● IGF ● Global equities (ACWI) ● U.S. equities (SPY) ● U.S. bonds (BND) ● 60% Equity / 40% Bonds (s.6040)

Total Return (Compound Annual Growth Rate)
	YTD		1 year	3 year	5 year	10 year	15 year	20 year
IGF	8.7%	6.9%	11.2%	19.9%	9.8%	8.2%	7.6%
Peer Group* average
60% Equity / 40% Bonds	7.1%	0.5%	7.4%	15.9%	6.6%	9.6%	9.4%	7.9%
Global Equities (ACWI)	11.0%	-1.7%	12.0%	22.1%	10.1%	12.5%	11.0%
U.S. Equities (SPY)	11.7%	-0.9%	12.0%	23.3%	12.0%	15.3%	14.7%	10.9%
U.S. Bonds (BND)	-0.1%	2.4%	0.2%	5.5%	-0.2%	1.5%	1.9%	3.0%
Ranking: Peer Group*	Rank: Group	Rank: Group	Rank: Group	Rank: Group	Rank: Group	Rank: Group	Rank: Group	Rank: Group
Ranking: All Ingredients	Rank: All	Rank: All	Rank: All	Rank: All	Rank: All	Rank: All	Rank: All	Rank: All
* Peer Group is Global Sectors
ICLN	-6.56626769999734%	-9.94117647058823%	-10.5733359379164%	7.18469945051314%	-8.32694939432448%	7.36263442797489%	5.23528520628973%	0%
RXI	-6.28307064334347%	3.46730134689242%	-6.15935478350685%	12.7216557215159%	2.44678636441258%	9.39480028132997%	10.5283596971046%	7.89784398988249%
KXI	12.9483977372691%	10.2858016200519%	16.3758946757454%	11.5316044946739%	5.72469548579822%	6.70127829873881%	7.9429464695647%	7.71217869256746%
IXC	55.1625538813554%	12.673336843953%	59.1423064436937%	21.9353824351402%	21.9869143823841%	11.5743377137804%	7.28260320260754%	6.44921461003269%
IXG	8.47996497648529%	1.72440944881889%	15.6395380035096%	26.776908949742%	12.3745420465118%	12.3174945703501%	11.1979328290576%	4.79405918946911%
IXJ	16.6930148130003%	10.3211907559734%	25.4582361511145%	14.1047386737774%	6.69198151367865%	10.7816919159749%	11.739729404954%	8.98638047552787%
EXI	7.34450625332317%	-1.13600338159146%	8.58262808250465%	21.4583833325344%	10.5102804420512%	11.7429683394673%	11.2287448269473%	8.36127014255421%
IGF	8.74519126584494%	6.88758934372968%	11.1649710783703%	19.9303111841507%	9.83748327405154%	8.22685118273425%	7.64643247861441%	0%
MXI	11.2831165693767%	-0.495373399383126%	20.16534856646%	14.2758284211126%	6.81383942626392%	9.97446423827704%	6.32880757674348%	5.85018657899632%
IXN	28.4297273712117%	-9.12832276345972%	23.0861078070909%	33.444041352756%	18.1351123199283%	23.0464993860748%	19.9045334835399%	15.2147688370661%
IXP	-11.4764076720939%	-9.88416335503509%	-10.2894545838978%	18.9202468234063%	6.45397494387503%	8.48299125350735%	7.71075537297492%	6.49736644791865%
WOOD	-8.51935403810502%	-2.9157988693841%	-3.64096319803187%	-0.865419892498676%	-3.14508447885491%	4.52456078207788%	5.63857029392514%	0%
JXI	6.85175415666162%	7.84237222005462%	6.29940149872401%	18.5509963702059%	9.30938240040045%	9.27814699119345%	8.17693258060626%	5.84006550835141%

Historical Return

IGF	11.6%	-1.3%	6.2%	14.8%	21.3%
Peer Group* average
60% Equity / 40% Bonds	14.0%	-16.7%	17.5%	14.4%	13.2%
Global Equities (ACWI)	18.7%	-18.4%	22.3%	17.5%	22.4%
U.S. Equities (SPY)	28.7%	-18.2%	26.2%	24.9%	17.7%
U.S. Bonds (BND)	-1.9%	-13.1%	5.4%	1.4%	7.1%
Ranking: Peer Group*	Rank: Group	Rank: Group	Rank: Group	Rank: Group	Rank: Group
Ranking: All Ingredients	Rank: All	Rank: All	Rank: All	Rank: All	Rank: All
* Peer Group is Global Sectors
ICLN	-24.1822573368325%	-5.42687963748008%	-20.3845859561091%	-25.7207355531079%	47.0449665454644%
RXI	16.3294838742781%	-29.0815003336622%	27.5770459498653%	17.2607552539878%	13.1557798888585%
KXI	13.6861866594652%	-6.02371148035987%	2.44605593129426%	4.20211832000479%	9.67606481895957%
IXC	40.9677286355949%	48.5074525972638%	3.93967415143586%	1.97803055701367%	13.9793208972322%
IXG	25.0995686817113%	-8.96576392729396%	14.9939721679583%	25.7232884798356%	28.5398673912406%
IXJ	19.5854148462114%	-4.93781455398782%	3.6307985952579%	0.554113924450639%	14.9883998336417%
EXI	17.3786418149251%	-12.3586611327191%	22.0465791745249%	12.4812701691747%	25.8814225846099%
IGF	11.5809977561003%	-1.25588804372818%	6.17475148807207%	14.8428765815984%	21.3054542454294%
MXI	15.0758257733934%	-9.09192789105233%	14.3844877135156%	-8.23151206866941%	25.5814004620248%
IXN	29.5860936543704%	-29.8639177530712%	52.9906191433397%	24.8375717205781%	25.2520563256158%
IXP	12.7718148187692%	-32.9555148594912%	38.8058381951969%	31.3266281756651%	29.2693496190172%
WOOD	17.0339546292698%	-19.3922308010803%	13.8435644476862%	-4.20339941997293%	-3.26788053313254%
JXI	10.8665857750977%	-4.16667903018714%	0.662387867172054%	13.1633090698832%	25.9343317619784%

Compare: Risk vs. Return

for period ending October 31, 2026

Note: In this Free plan, you can view every risk‑and-return metric for this Portfolio Recipe.Upgrade to an Investor or Pro plan to unlock the interactive scatterplots.

Maximum Drawdown vs. Annual Return

● IGF ● Peer group ● All other ingredients ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)

Downside Deviation vs. Annual Return

● IGF ● Peer group ● All other ingredients ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)

Standard Deviation vs. Annual Return

● IGF ● Peer group ● All other ingredients ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)

Beta vs. Annual Return

● IGF ● Peer group ● All other ingredients ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)

Risk vs. Return Compass*
	1 year	3 year	5 year	10 year	15 year	20 year
IGF risk vs. 60/40	Worse	Worse	Worse	Worse	Worse
IGF return vs. 60/40	Better	Better	Better	Worse	Worse
Risk-Return Quadrant
	NE	NE	NE	SE	SE
Risk-Return Direction	47°	31°	40°	107°	113°
Risk-Return Magnitude	5.6	4.6	4.2	4.8	4.6
Ranking: Peer Group*	Rank: Group	Rank: Group	Rank: Group	Rank: Group	Rank: Group	Rank: Group
Ranking: All Ingredients	Rank: All	Rank: All	Rank: All	Rank: All	Rank: All	Rank: All
* compares IGF to s.6040 on the scatterplot "Downside Deviation vs. Annual Return"

M-squared
	1 year	3 year	5 year	10 year	15 year	20 year
IGF	-1.5%	-3.5%	-1.9%	-7.1%	-7.1%
Peer Group* average
60% Equity / 40% Bonds	-2.6%	-2.8%	-4.4%	-2.5%	-1.5%	0.3%
Global Equities (ACWI)	0.1%	0.2%	-1.6%	-2.4%	-3.6%
U.S. Equities (SPY)	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%
U.S. Bonds (BND)	-18.6%	-16.3%	-17.6%	-15.7%	-12.3%	-4.5%
Ranking: Peer Group*	Rank: Group	Rank: Group	Rank: Group	Rank: Group	Rank: Group	Rank: Group
Ranking: All Ingredients	Rank: All	Rank: All	Rank: All	Rank: All	Rank: All	Rank: All
* Peer Group is Global Sectors
ICLN	-14.1707087219884%	-17.6640032007085%	-14.7976153757267%	-10.2054354820901%	-11.1686969889947%	0%
RXI	-16.8478659594466%	-11.9590293023556%	-9.26045901596338%	-7.03389996097855%	-5.63812536607532%	-4.0440172268524%
KXI	0.927724438406933%	-12.1230929266024%	-6.04103462721883%	-7.86764785032684%	-5.86384319284051%	-1.99273406670831%
IXC	19.9077099354145%	-7.96037108302721%	3.86503312004457%	-7.51267954867494%	-9.72216811113088%	-6.19563660452362%
IXG	3.42915936521157%	2.55436650517761%	-0.226836175024502%	-4.58668924350594%	-5.37817226649603%	-7.05980629836046%
IXJ	9.06571773974097%	-10.4754114303903%	-5.1310499092249%	-3.65836910193169%	-2.39415451755057%	-1.17709571898469%
EXI	-4.58669652930391%	-4.63647057188037%	-2.36085560343856%	-4.90918585085566%	-4.82191138000223%	-3.77469481575518%
IGF	-1.50659424983008%	-3.50226983063313%	-1.92318204261222%	-7.14338225321198%	-7.12780721421825%	0%
MXI	1.52078379550288%	-12.0538565637688%	-5.87215780972602%	-6.87205432636839%	-9.57334531626845%	-6.35411352669543%
IXN	-0.604862143833274%	-3.96396347477501%	0.748710148566682%	1.85318036857381%	0.163352726784735%	1.03899802510668%
IXP	-18.902856592986%	-7.08925954544669%	-5.88890988704181%	-7.24473529402426%	-7.41519227724117%	-4.54202361245503%
WOOD	-13.8664792798915%	-22.6779906937844%	-13.7878878692636%	-11.3153830156303%	-10.1317047270173%	0%
JXI	-6.26077301104822%	-6.82989347917194%	-2.81859609250925%	-5.80395161020245%	-6.43198035136076%	-4.85549570631301%

Alpha
	1 year	3 year	5 year	10 year	15 year	20 year
IGF	7.3%	9.4%	1.1%	-3.4%	-3.3%
Peer Group* average
60% Equity / 40% Bonds	-1.5%	-1.5%	-3.0%	-1.5%	-0.8%	0.3%
Global Equities (ACWI)	0.4%	0.8%	-1.3%	-1.9%	-3.0%
U.S. Equities (SPY)	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%
U.S. Bonds (BND)	-4.0%	-2.5%	-6.1%	-2.9%	-1.3%	0.7%
Ranking: Peer Group*	Rank: Group	Rank: Group	Rank: Group	Rank: Group	Rank: Group	Rank: Group
Ranking: All Ingredients	Rank: All	Rank: All	Rank: All	Rank: All	Rank: All	Rank: All
* Peer Group is Global Sectors
ICLN	-27.0992499650717%	-18.5427519511833%	-20.7861578154983%	-8.8426297921235%	-11.1257082784188%	0%
RXI	-16.447440523173%	-8.83321791630868%	-9.91113697744623%	-6.70533914903119%	-5.11637180635674%	-3.81775287501367%
KXI	10.9460906262995%	2.83588255612253%	-1.82675119810597%	-2.52019129789865%	-1.07790350902062%	0.539472695610296%
IXC	62.2525453758703%	21.3735328875329%	15.1227874440953%	-1.86686546937095%	-6.07450050973893%	-4.12234366737134%
IXG	7.68267161241392%	9.30143873888657%	1.92505968594744%	-2.3875599185175%	-3.53178515208903%	-8.09855734856132%
IXJ	20.9795639521088%	3.59922239259974%	-1.45793512761158%	0.4014405308402%	1.38794601116273%	1.14893852525468%
EXI	-1.42004713396827%	0.947981505478545%	-1.4423038382279%	-4.07562474635599%	-4.01864694161979%	-3.68388703538683%
IGF	7.30814681981054%	9.3623216254578%	1.05882132076235%	-3.37480677005938%	-3.27526067210941%	0%
MXI	10.6295572575316%	-2.6458846402282%	-4.24098516617746%	-4.74248019934338%	-8.3354834421805%	-6.3672173512625%
IXN	1.67758740623512%	-1.03483721869626%	2.96746123485694%	4.97217039134813%	2.56844915660877%	2.67913332008897%
IXP	-21.5589584695938%	-3.25777723178132%	-4.89544953653102%	-5.08915556829899%	-4.80321000436678%	-2.59897489285253%
WOOD	-8.04825338611857%	-16.2014293209385%	-13.2573627737632%	-10.2258659695362%	-9.07865169974878%	0%
JXI	3.06490896630656%	9.87396592744507%	0.987100219002468%	0.300894115637733%	-0.173067679840826%	-1.31822929328222%

Sharpe
	1 year	3 year	5 year	10 year	15 year	20 year
IGF	0.54	1.19	0.45	0.44	0.48
Peer Group* average
60% Equity / 40% Bonds	0.45	1.25	0.29	0.70	0.84	0.65
Global Equities (ACWI)	0.65	1.45	0.47	0.72	0.72
U.S. Equities (SPY)	0.64	1.43	0.57	0.86	0.95	0.65
U.S. Bonds (BND)	-0.74	0.23	-0.58	-0.16	0.08	0.33
Ranking: Peer Group*	Rank: Group	Rank: Group	Rank: Group	Rank: Group	Rank: Group	Rank: Group
Ranking: All Ingredients	Rank: All	Rank: All	Rank: All	Rank: All	Rank: All	Rank: All
* Peer Group is Global Sectors
ICLN	-0.308845710280652	0.232529348957069	-0.301920347718985	0.305802965977754	0.262136477499436	0
RXI	-0.579208051066497	0.600341765362285	0.0212743277581982	0.452701133347766	0.589104020089529	0.421262877578222
KXI	0.718980695903164	0.580608709649936	0.198040768768635	0.378623252700185	0.556350510565028	0.522833947601953
IXC	1.78799901749246	0.891016388552037	0.805593135477233	0.460017614943731	0.348197293046394	0.316811596103668
IXG	0.871348843704457	1.60062326139239	0.561499912581591	0.600254423061371	0.611037543089179	0.254935531423342
IXJ	1.23162833900884	0.704482801895103	0.257551537907236	0.635175528995652	0.788574931773901	0.575989131020415
EXI	0.343763287539176	1.11529284351603	0.439941704336819	0.579263159617095	0.642640105511692	0.441748546845569
IGF	0.543784075458134	1.19401936950516	0.452202346342153	0.437271842889157	0.482387924266203	0
MXI	0.76746142376949	0.602602032631626	0.239664248295495	0.466137707344284	0.334600446641397	0.29931420123957
IXN	0.659895545955022	1.15443209129766	0.644471213856327	0.969479570273195	0.965872645608126	0.730303106767351
IXP	-0.740949996226003	0.949409672893174	0.229719227049825	0.434067838176668	0.465740492349365	0.381102644961321
WOOD	-0.338139111317469	-0.214786265370104	-0.269941208978601	0.200327459464606	0.297827971142274	0
JXI	0.222346997908469	0.964073249348824	0.402990536256501	0.51331558799386	0.526212567919191	0.356432402844335

Sortino
	1 year	3 year	5 year	10 year	15 year	20 year
IGF	0.97	2.28	0.68	0.61	0.68
Peer Group* average
60% Equity / 40% Bonds	0.84	2.40	0.42	1.06	1.31	0.97
Global Equities (ACWI)	1.23	2.92	0.72	1.09	1.10
U.S. Equities (SPY)	1.49	3.04	0.90	1.35	1.53	0.98
U.S. Bonds (BND)	0.84	2.40	0.42	1.06	1.31	0.97
Ranking: Peer Group*	Rank: Group	Rank: Group	Rank: Group	Rank: Group	Rank: Group	Rank: Group
Ranking: All Ingredients	Rank: All	Rank: All	Rank: All	Rank: All	Rank: All	Rank: All
* Peer Group is Global Sectors
ICLN	-0.440938490927087	0.343015087639071	-0.407013107030683	0.468185544898655	0.397747633818001	0
RXI	-0.698682762851843	0.950609137994585	0.0315459983038637	0.693947115474366	0.930319838596676	0.639433916067989
KXI	1.23520019405771	0.937470358454349	0.300833638034081	0.566329939661927	0.853594595726512	0.781178604491687
IXC	4.71801835987947	1.66421665191465	1.43842589860535	0.715075763624167	0.533228009642566	0.474678247773488
IXG	1.49694931168211	3.31873062066758	0.872940413203947	0.905268359277101	0.918989706264551	0.357306103013523
IXJ	2.33951332482633	1.14327595480676	0.39316046329059	1.01781598720419	1.26758090107768	0.88030787953424
EXI	0.542498438838659	1.99858509209545	0.695639832243931	0.874577720102196	0.992788421169353	0.637487432653858
IGF	0.970655349450823	2.28016713152842	0.676077832693255	0.605575661689118	0.680774751587025	0
MXI	1.29201513682872	0.955047670187557	0.359402673772486	0.712664354428131	0.505743269557215	0.434755813938343
IXN	1.43166017323335	2.48133773785879	1.11039556804272	1.69956459119655	1.70399971645116	1.17974621802773
IXP	-0.865934783702149	1.48737842203686	0.330455949255656	0.638175931210177	0.697505204365852	0.549291275660888
WOOD	-0.456772628041642	-0.295067913840339	-0.354505233254263	0.285694938985816	0.431324211813269	0
JXI	0.381273401049755	1.63376200915756	0.600106992807252	0.754992597137047	0.787695580254612	0.502318942516281

Treynor
	1 year	3 year	5 year	10 year	15 year	20 year
IGF	n/m	4.7	1.0	0.8	0.8	n/m
Peer Group* average
60% Equity / 40% Bonds	0.6	1.7	0.4	1.1	1.2	1.0
Global Equities (ACWI)	0.9	2.0	0.7	1.1	1.0	n/m
U.S. Equities (SPY)	0.8	1.9	0.8	1.3	1.3	0.9
U.S. Bonds (BND)	n/m	n/m	-1.5	n/m	n/m	n/m
Ranking: Peer Group*	Rank: Group	Rank: Group	Rank: Group	Rank: Group	Rank: Group	Rank: Group
Ranking: All Ingredients	Rank: All	Rank: All	Rank: All	Rank: All	Rank: All	Rank: All
* Peer Group is Global Sectors
Treynor ratio is shown as n/m ("not meaningful") when a portfolio ingredient's beta is between -0.20 and +0.20. The Treynor ratio divides excess return by beta, so near-zero beta creates extreme results that are not meaningful for comparison.
ICLN	-0.9	0.3	-1.1	0.5	0.3	0
RXI	-1.2	0.9	-0.1	0.7	0.8	0.6
KXI	6.1	3.1	0.4	0.8	1.1	1
IXC	-6.7	0	4.9	1.1	0.6	0.5
IXG	2.3	3.2	1	1	1	0.3
IXJ	0	3	0.5	1.4	1.5	1.1
EXI	0.6	2	0.7	0.9	0.9	0.6
IGF	0	4.7	1	0.8	0.8	0
MXI	2.3	1.5	0.3	0.8	0.5	0.4
IXN	0.9	1.8	1	1.7	1.5	1.2
IXP	-1.5	1.5	0.3	0.7	0.7	0.6
WOOD	0	-0.9	-0.9	0.2	0.4	0
JXI	0	6.2	1	1.3	1.3	0.7

Compare: Risk & Volatility

for period ending October 31, 2026

Maximum Drawdown
	1 year	3 year	5 year	10 year	15 year	20 year
IGF	10.0%	10.0%	17.0%	29.6%	29.6%
Peer Group* average
60% Equity / 40% Bonds	3.7%	4.5%	20.7%	20.7%	20.7%	32.2%
Global Equities (ACWI)	6.1%	6.1%	25.7%	25.7%	25.7%
U.S. Equities (SPY)	5.8%	7.6%	23.9%	23.9%	23.9%	50.8%
U.S. Bonds (BND)	4.1%	4.1%	15.8%	17.3%	17.3%	17.3%
Ranking: Peer Group*	Rank: Group	Rank: Group	Rank: Group	Rank: Group	Rank: Group	Rank: Group
Ranking: All Ingredients	Rank: All	Rank: All	Rank: All	Rank: All	Rank: All	Rank: All
* Peer Group is Global Sectors
ICLN	34.9%	34.9%	50.5%	60.8%	60.8%	0%
RXI	10.2%	10.2%	31.6%	31.6%	31.6%	55.4%
KXI	10%	10%	16.4%	16.4%	16.4%	35.3%
IXC	13.6%	13.6%	16.1%	54.4%	59.7%	59.7%
IXG	6.3%	6.3%	23%	33.2%	33.2%	74%
IXJ	8.6%	16.7%	16.7%	16.7%	16.7%	36.9%
EXI	9.4%	9.4%	26.4%	27%	27%	58.8%
IGF	10%	10%	17%	29.6%	29.6%	0%
MXI	8.9%	15.3%	25.9%	28.5%	34.1%	61.4%
IXN	9.1%	10.6%	34.3%	34.3%	34.3%	52.3%
IXP	14.7%	14.7%	36.3%	41%	41%	45%
WOOD	16%	21.3%	27.6%	37.8%	37.8%	0%
JXI	12.8%	12.8%	15.7%	18.6%	18.6%	43.8%

Standard Deviation
	1 year	3 year	5 year	10 year	15 year	20 year
IGF	15.6%	14.6%	16.4%	16.8%	15.1%
Peer Group* average
60% Equity / 40% Bonds	8.7%	10.0%	11.9%	11.5%	10.2%	10.9%
Global Equities (ACWI)	14.2%	13.7%	16.3%	16.4%	15.1%
U.S. Equities (SPY)	14.3%	14.9%	17.3%	17.7%	15.8%	17.0%
U.S. Bonds (BND)	4.3%	5.6%	6.4%	5.3%	4.7%	4.7%
Ranking: Peer Group*	Rank: Group	Rank: Group	Rank: Group	Rank: Group	Rank: Group	Rank: Group
Ranking: All Ingredients	Rank: All	Rank: All	Rank: All	Rank: All	Rank: All	Rank: All
* Peer Group is Global Sectors
ICLN	29.8%	30.1%	27.3%	31.4%	28.9%	0%
RXI	14.1%	16.5%	19.7%	20.1%	18.4%	20.1%
KXI	20.5%	14.3%	14.8%	13.9%	13.1%	13.8%
IXC	39.9%	23.9%	28.9%	30%	25.9%	26.2%
IXG	15%	15.9%	18.8%	20.6%	19.3%	23.5%
IXJ	20%	16%	15.7%	15.3%	14.6%	15.2%
EXI	18.4%	17.6%	19.9%	20.1%	18%	20.6%
IGF	15.6%	14.6%	16.4%	16.8%	15.1%	0%
MXI	26.1%	20.2%	22.1%	21.3%	20.1%	24%
IXN	41.5%	31.8%	30%	26.6%	23.1%	23.5%
IXP	15.5%	17.8%	19.4%	17.9%	16.1%	16.9%
WOOD	16.5%	17.1%	18.8%	21.6%	20.3%	0%
JXI	17.5%	16.9%	17.5%	16.2%	14.8%	15.6%

Downside Deviation
	1 year	3 year	5 year	10 year	15 year	20 year
IGF	8.4%	7.0%	10.4%	11.8%	10.5%
Peer Group* average
60% Equity / 40% Bonds	4.3%	4.7%	7.7%	7.2%	6.3%	7.1%
Global Equities (ACWI)	7.2%	6.2%	10.1%	10.5%	9.6%
U.S. Equities (SPY)	5.8%	6.4%	10.5%	10.9%	9.6%	11.1%
U.S. Bonds (BND)	3.1%	3.1%	4.5%	3.6%	3.1%	2.9%
Ranking: Peer Group*	Rank: Group	Rank: Group	Rank: Group	Rank: Group	Rank: Group	Rank: Group
Ranking: All Ingredients	Rank: All	Rank: All	Rank: All	Rank: All	Rank: All	Rank: All
* Peer Group is Global Sectors
ICLN	21%	19.8%	19.6%	20%	18.7%	0%
RXI	11.6%	9.9%	12.7%	12.7%	11.4%	13%
KXI	11.8%	8.3%	9.2%	8.9%	8.2%	9%
IXC	14.8%	12.3%	15.6%	18.9%	16.6%	17.2%
IXG	8.5%	7.1%	11.5%	13.3%	12.6%	16.5%
IXJ	10.4%	9.3%	9.7%	9.2%	8.8%	9.7%
EXI	11.6%	9.3%	12%	13%	11.4%	14%
IGF	8.4%	7%	10.4%	11.8%	10.5%	0%
MXI	15.4%	12.2%	14.2%	13.5%	13%	16.2%
IXN	18.9%	14.1%	16.8%	14.7%	12.7%	14.2%
IXP	13.3%	10.9%	13%	11.8%	10.5%	11.5%
WOOD	12.1%	11.8%	13.8%	14.7%	13.7%	0%
JXI	9.9%	9.3%	11.2%	10.6%	9.6%	10.8%

Beta
	1 year	3 year	5 year	10 year	15 year	20 year
IGF	0.02	0.33	0.61	0.71	0.71
Peer Group* average
60% Equity / 40% Bonds	0.62	0.69	0.71	0.67	0.66	0.65
Global Equities (ACWI)	0.95	0.90	0.93	0.93	0.95
U.S. Equities (SPY)	1.00	1.00	1.00	1.00	1.00	1.00
U.S. Bonds (BND)	0.62	0.69	0.71	0.67	0.66	0.65
Ranking: Peer Group*	Rank: Group	Rank: Group	Rank: Group	Rank: Group	Rank: Group	Rank: Group
Ranking: All Ingredients	Rank: All	Rank: All	Rank: All	Rank: All	Rank: All	Rank: All
* Peer Group is Global Sectors
ICLN	1.54662604172426	1.12890842757337	1.06105477305211	1.06739658744898	1.12731997481609	0
RXI	0.794084510157916	0.908747623707348	1.04859436890935	1.05924070017528	1.07240741466016	1.08827515865576
KXI	0.207973675515066	0.230250700376178	0.457286724526411	0.525573466242415	0.564584436163994	0.600394126435725
IXC	-0.822310700526886	-0.198922819082019	0.372730520753932	0.852952684242975	0.89702535895585	0.965411822689596
IXG	0.512842498012622	0.693503046230155	0.813812048844296	0.951005948424556	1.00225747455011	1.21468047847639
IXJ	0.0932276154339678	0.32574221661698	0.530912352178265	0.6154751313532	0.666621069601911	0.671783044304387
EXI	0.759652130433752	0.853637385747191	0.998728302196546	1.03739751500352	1.04194517784462	1.12366809024516
IGF	0.0182068902814158	0.32903854032291	0.608262547719033	0.710235409172369	0.710313467956654	0
MXI	0.703326512822265	0.664284748553523	0.888283124987847	0.951928405268093	0.997241485857515	1.14216642660416
IXN	2.1356714448928	1.59066644616582	1.39425577776001	1.21240407471448	1.2020757707859	1.17634271644394
IXP	0.912484357136975	0.94162736965336	0.924525715597242	0.863111672990988	0.832385763733857	0.80698178712076
WOOD	0.0846159760384109	0.580617096020954	0.772328160347841	0.954526060676278	1.00129946381972	0
JXI	-0.0568721995474568	0.229264467171766	0.552117294747835	0.506626421948926	0.513153428421951	0.598846444782267

Compare: Correlation

for period ending October 31, 2026


	1 year	3 year	5 year	10 year	15 year	20 year
to Global Stocks (ACWI)	0.16	0.45	0.71	0.78	0.78
to S&P500 (SPY)	0.02	0.33	0.63	0.71	0.70
to U.S. Bonds (BND)	0.80	0.70	0.68	0.52	0.49
to Commodities (DBC)	-0.03	-0.18	0.25	0.43	0.42
to Gold (GLD)	0.36	0.31	0.37	0.30	0.29

Disclaimer: This report is provided "as is" for informational purposes only. VizMetrics Inc. is a publisher and none of our content constitutes a recommendation that any particular investment is suitable for any specific person. Neither VizMetrics nor any of its information providers is liable for errors, omissions, or for any actions taken based on this information. This report is subject to the VizMetrics Terms of Service. Contact us if you wish to learn more about this or other VizMetrics reports, please visit www.vizmetrics.com Copyright © , VizMetrics Inc. All rights reserved. Unauthorized reproduction or distribution prohibited.