iShares Global Infrastructure ETF

for period ending June 30, 2025


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



  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 June 30, 2025

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 15.2% 2.0% 27.7% 11.7% 12.4% 6.8% 8.1%  
Peer Group* average
60% Equity / 40% Bonds 5.1% 3.7% 11.6% 12.3% 9.1% 8.6% 9.7% 7.8%
Global Equities (ACWI) 10.3% 4.8% 16.3% 17.3% 13.7% 10.2% 10.7%  
U.S. Equities (SPY) 6.1% 5.1% 14.9% 19.6% 16.6% 13.5% 14.7% 10.6%
U.S. Bonds (BND) 4.0% 1.5% 6.1% 2.5% -0.8% 1.8% 2.2% 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 16.4242418889997% 4.57047140464224% 0.433298342419186% -10.4268371822228% 2.20997360172821% 3.50403926249527% 1.48692043571803% 0%
RXI 2.8923176811142% 0.249451744164686% 18.2911013494871% 15.3362714285778% 10.7643323428047% 8.83352567494235% 12.1201044037922% 0%
KXI 9.5973598258942% -1.70150514871821% 11.441049349681% 6.80895380628717% 7.37725629301149% 6.31236974922311% 8.75497417256068% 0%
IXC 4.68131636795535% 5.37128022484927% -1.57872159464129% 9.53231915952559% 19.9511976965491% 5.42298264716852% 5.70716185190536% 4.86360112804451%
IXG 16.8900946826658% 3.1231941576551% 33.4331057480094% 22.4048332242021% 19.3695307945493% 9.69035517370589% 10.04290226487% 5.4654701005822%
IXJ 1.01729803643986% 1.31191218143647% -5.80011116412744% 3.43917500443698% 5.99585228764172% 6.42107994966172% 11.0891571721082% 8.24106146964547%
EXI 18.0773822964017% 3.63194305193502% 24.2333518034562% 21.7635710268473% 16.4951078172233% 10.7831929000764% 11.5591318273148% 0%
IGF 15.1633533560261% 2.0269233884658% 27.6608370497908% 11.6565093119212% 12.3501447494783% 6.77084656391573% 8.10810090061307% 0%
MXI 10.2366404524744% 0.804836567697564% 2.55108435115412% 7.86933624366197% 9.65941377697801% 7.25138725854895% 5.98292847204616% 0%
IXN 9.16225785187124% 10.071402176634% 11.9633225462382% 27.0985383203903% 19.3498687311031% 20.1625880480392% 18.4838122314053% 13.8486844425795%
IXP 16.7298888607918% 7.19367679464946% 28.1888237244373% 23.8702359289363% 14.2751171210249% 8.55250850865292% 9.55184377735958% 7.87445470010146%
WOOD -2.90957127705533% 0.255421732849914% -5.02036101676916% 1.2054866603747% 7.56120682073356% 5.26441769281596% 6.62061303464518% 0%
JXI 16.7377424041058% 1.79159836404881% 26.924349117354% 10.6227581769278% 10.1263988780034% 8.76791048808496% 7.9814021657268% 0%
Historical Return
 
IGF -6.5% 11.6% -1.3% 6.2% 14.8%
Peer Group* average
60% Equity / 40% Bonds 16.4% 14.0% -16.7% 17.5% 14.4%
Global Equities (ACWI) 16.3% 18.7% -18.4% 22.3% 17.5%
U.S. Equities (SPY) 18.4% 28.7% -18.2% 26.2% 24.9%
U.S. Bonds (BND) 7.7% -1.9% -13.1% 5.4% 1.4%
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 141.796574727138% -24.1822573368325% -5.42687963748008% -20.3845859561091% -25.7207355531079%
RXI 24.4612007570898% 16.3294838742781% -29.0815003336622% 27.5770459498653% 17.2607552539878%
KXI 7.68721850836935% 13.6861866594652% -6.02371148035987% 2.44605593129426% 4.20211832000483%
IXC -30.938984976883% 40.9677286355949% 48.5074525972638% 3.93967415143586% 1.97803055701364%
IXG -2.99256668981839% 25.0995686817113% -8.96576392729397% 14.9939721679583% 25.7232884798356%
IXJ 12.7458342849344% 19.5854148462114% -4.93781455398783% 3.63079859525788% 0.554113924450639%
EXI 11.3272860090559% 17.3786418149251% -12.3586611327191% 22.0465791745248% 12.4812701691747%
IGF -6.50028441695069% 11.5809977561002% -1.25588804372817% 6.17475148807207% 14.8428765815984%
MXI 22.3054967928019% 15.0758257733935% -9.09192789105235% 14.3844877135156% -8.2315120686694%
IXN 43.6173755666857% 29.5860936543704% -29.8639177530712% 52.9906191433397% 24.8375717205781%
IXP 22.155206165431% 12.7718148187692% -32.9555148594912% 38.8058381951969% 31.3266281756651%
WOOD 20.3452075497758% 17.0339546292697% -19.3922308010803% 13.8435644476862% -4.20339941997292%
JXI 5.18438921706683% 10.8665857750977% -4.16667903018714% 0.662387867172032% 13.1633090698832%


  Compare: Risk vs. Return

for period ending June 30, 2025

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)
 
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 Worse Better Worse Worse
Risk-Return Quadrant
NE SE NE SE SE
Risk-Return Direction 4° 101° 36° 112° 110°
Risk-Return Magnitude 16.1 3.5 4.0 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 19.6% -7.8% -3.5% -6.7% -6.7%  
Peer Group* average
60% Equity / 40% Bonds -0.4% -5.0% -5.3% -2.1% -1.1% 0.3%
Global Equities (ACWI) 3.7% -1.7% -2.3% -3.0% -4.2%  
U.S. Equities (SPY) 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
U.S. Bonds (BND) -6.5% -20.7% -24.3% -13.0% -11.1% -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 -13.053826312907% -23.3962161028275% -13.6821348705516% -10.5329404848703% -13.2069582247535% 0%
RXI 1.78063070076939% -6.31430244582036% -6.93699237338129% -5.6933025395622% -4.31123406028157% 0%
KXI -2.77065188538894% -12.5015005609888% -8.28352670768102% -6.2005862631523% -4.48345798560785% 0%
IXC -14.6341768702553% -10.884222737666% -2.85254427014418% -9.33595628247817% -10.6508271771421% -6.86725244277461%
IXG 18.7362959716868% 1.61482072912104% 0.610173519676946% -5.15601339081931% -6.58418005786253% -6.27628946453346%
IXJ -19.474357679096% -16.4341322595996% -10.1825249424785% -6.64377685726146% -2.59194204605356% -1.57404377763284%
EXI 7.89540540191263% 0.0290277424894576% -1.66703736591814% -3.84529433144753% -4.77118690105927% 0%
IGF 19.593694564874% -7.80777153507771% -3.53194930466724% -6.71635748470994% -6.71382596999281% 0%
MXI -12.1668642918076% -12.137903375911% -7.99229805922619% -7.30099466596586% -9.93634757472529% 0%
IXN -5.1161562498504% 1.19163060406189% -1.26956765598333% 2.82531665491461% 0.284229771622176% 0.73917908409568%
IXP 10.1194040105789% 2.44760055061413% -3.07763284262138% -5.16460511420009% -5.43795466347983% -2.86942779762592%
WOOD -18.7574686420788% -17.5610276025824% -9.75751000421351% -9.02825989817351% -9.42060373468284% 0%
JXI 10.7362394279262% -9.07028654563886% -6.31630361958533% -4.30618945705763% -6.40532819878544% 0%
Alpha
  1 year 3 year 5 year 10 year 15 year 20 year
IGF 19.1% -4.3% -0.5% -4.0% -3.7%  
Peer Group* average
60% Equity / 40% Bonds -0.0% -3.5% -3.6% -1.3% -0.6% 0.3%
Global Equities (ACWI) 3.4% -1.2% -1.9% -2.6% -3.8%  
U.S. Equities (SPY) 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
U.S. Bonds (BND) 0.4% -7.3% -7.6% -2.1% -0.6% 0.6%
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
* Peer Group is Global Sectors
ICLN -8.73861543520042% -31.2101300476429% -15.2088770549543% -10.5586217587645% -15.3391828926127% 0%
RXI 4.35627042456506% -5.74408553448984% -6.53897396828055% -5.60968519298919% -3.84298569925805% 0%
KXI 4.65893963235998% -6.66564891424915% -3.46725187158951% -2.36031342556166% -0.746819728396496% 0%
IXC -10.9046187689053% -5.32787343795289% 7.26056321108174% -8.03749331406206% -9.95789710054342% -6.05946806134605%
IXG 20.8877130872785% 4.89981286955983% 3.81105900971007% -3.88838719977229% -5.80985262632408% -7.25650871685699%
IXJ -13.3534942286951% -10.2992153754831% -5.86248261143192% -3.66578618379184% 0.375380991673273% 0.35875041781583%
EXI 10.6482844776412% 1.61063484877451% -0.537302144523553% -3.4142494043395% -4.50553415993487% 0%
IGF 19.0586707472437% -4.31437432346964% -0.476050670953043% -4.031674854912% -3.73059497607038% 0%
MXI -7.12973645408903% -10.1109442372945% -6.15929010171662% -6.33695805257796% -9.93271740110242% 0%
IXN -4.34712012403555% 3.78346337383043% -0.240388975601089% 4.97920738603035% 1.94297169039365% 1.92324436127834%
IXP 13.6120277093196% 5.95936471122698% -0.828581024097115% -3.24684943316475% -2.78099868841484% -1.0028615662121%
WOOD -16.7250772075352% -18.0420546492344% -8.41714421292682% -9.0175909796398% -9.11663909928693% 0%
JXI 18.929084964987% -3.61968320239792% -1.50512693781952% 0.370258488835491% -0.896544257433126% 0%
Sharpe
  1 year 3 year 5 year 10 year 15 year 20 year
IGF 2.17 0.41 0.59 0.35 0.50  
Peer Group* average
60% Equity / 40% Bonds 0.80 0.55 0.48 0.60 0.83 0.62
Global Equities (ACWI) 1.09 0.74 0.66 0.56 0.66  
U.S. Equities (SPY) 0.83 0.83 0.79 0.74 0.91 0.62
U.S. Bonds (BND) 0.33 -0.34 -0.62 -0.09 0.15 0.28
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 -0.110602120569583 -0.471559139030381 0.104554063693745 0.172986049315641 0.133187196505831 0
RXI 0.958825446429237 0.521618875110104 0.430403052226183 0.422930932759788 0.657088215502212 0
KXI 0.631446111027308 0.143045782660204 0.323725026483946 0.362605173782883 0.623593477954735 0
IXC -0.242669656106124 0.270233158515574 0.674790317587929 0.242436536398519 0.285659494195786 0.243726039322744
IXG 2.07163156316703 0.922921444147585 0.828292160929691 0.460376704498314 0.523892667025541 0.273506464320354
IXJ -0.663958298778896 -0.0821768540189991 0.22564526958229 0.346590510338044 0.749506987066382 0.521375930989993
EXI 1.37160194084368 0.842540667401992 0.707890282623921 0.530166476374545 0.629913256687874 0
IGF 2.16740220564268 0.414136617542531 0.590752331400763 0.350299204492119 0.496957810843477 0
MXI -0.0649061328804737 0.197216365592062 0.376840286264557 0.333822969764118 0.312094129929798 0
IXN 0.479215857517572 0.916298823655897 0.74248888660921 0.908225362515364 0.937936240684102 0.682034617525225
IXP 1.50875699726012 0.958519894055759 0.630696303064771 0.443608685815941 0.577914396894777 0.451965137741379
WOOD -0.602653914125578 -0.121631239994318 0.277256924540159 0.235702567216915 0.343619461977943 0
JXI 1.56242461346809 0.349992212489315 0.447248420108167 0.4860616314357 0.51066181415963 0
Sortino
  1 year 3 year 5 year 10 year 15 year 20 year
IGF 3.95 0.58 0.90 0.47 0.71  
Peer Group* average
60% Equity / 40% Bonds 1.35 0.81 0.71 0.88 1.28 0.90
Global Equities (ACWI) 2.02 1.16 1.04 0.83 1.01  
U.S. Equities (SPY) 1.49 1.32 1.25 1.13 1.46 0.92
U.S. Bonds (BND) 1.35 0.81 0.71 0.88 1.28 0.90
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 -0.144027300689715 -0.615028979466843 0.163104180006665 0.25906588392286 0.190783115059165 0
RXI 1.74586682111781 0.881831122746514 0.705416910043065 0.651531093543823 1.06009682972979 0
KXI 0.954149190489929 0.19470650774451 0.48780511461304 0.528684964594918 0.964382776937706 0
IXC -0.292086039444605 0.409401900587527 1.21349238160689 0.360254045130453 0.428660108637429 0.356034012169589
IXG 4.84298038346323 1.57680243281972 1.43890434427963 0.672534442251439 0.781619703287786 0.381660669946808
IXJ -0.870443596494408 -0.114278172296894 0.332240197474925 0.511267144173894 1.19747476476518 0.783484460657232
EXI 2.49579598438917 1.4456210784971 1.20284840922444 0.795859417544564 0.976844053531458 0
IGF 3.94932374601629 0.580981563005417 0.89612972819138 0.472186161018893 0.707106219253793 0
MXI -0.0825894964531559 0.308871169671094 0.574984457206787 0.498257802953447 0.469083621919057 0
IXN 0.866775062622435 1.55797001075072 1.19614536657745 1.50633741188407 1.58396366644938 1.057054437442
IXP 3.37626561690045 1.60125416779985 0.957970348963336 0.658966445096982 0.895896759794842 0.659290522706452
WOOD -0.759338822876138 -0.162052272548044 0.412097300630192 0.336201770441154 0.498966918291407 0
JXI 2.44361139932226 0.475822800899379 0.643194468630085 0.696955383144654 0.752185413519949 0
Treynor
  1 year 3 year 5 year 10 year 15 year 20 year
IGF 69.1 15.2 16.9 8.5 10.0  
Peer Group* average
60% Equity / 40% Bonds 16.5 16.3 12.5 12.3 14.2 11.5
Global Equities (ACWI) 19.8 18.3 14.5 10.5 10.6  
U.S. Equities (SPY) 14.6 19.2 16.2 13.2 14.4 10.3
U.S. Bonds (BND) 16.5 16.3 12.5 12.3 14.2 11.5
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 0.193884167332542 -9.90186876282661 1.74892606264407 3.01933684257232 0.984789890335401 0
RXI 19.85015973657 13.5138363399179 9.85827463225876 7.85930741442717 10.7738893326905 0
KXI 50.0174936773688 11.4486895141061 12.6023116232339 10.5761008743085 13.9779714293369 0
IXC -4.14439777970599 13.8399848453821 27.9864916205286 5.11741550673154 5.00954961517308 4.37247516814416
IXG 42.8864102763076 25.8549332885671 20.6321042421589 9.31955192737889 8.94176875919735 4.13821488459878
IXJ -20.8076096705889 5.30181873224734 8.87999918003417 8.79752515255259 15.4860122040984 11.46754821467
EXI 27.4356779975424 20.5379853688329 15.5896975067044 9.8653693772398 10.188567320365 0
IGF 69.0791707267317 15.2165833642379 16.8835478650839 8.51522656382128 9.96081990313293 0
MXI 4.42510216504954 8.47963669905173 9.8853733674274 6.8811414732881 5.1751038082072 0
IXN 10.2752671291627 21.0765049991075 15.4070784152083 17.2906711447167 15.9557108360656 11.7741496684404
IXP 28.8450474812603 26.6640706646855 15.7052137148498 9.72781772370525 11.2701845544154 9.39567932124032
WOOD -7.76259907672728 0.878741476465167 7.55934632868125 4.61592273083606 5.83318983898783 0
JXI 78.7438716128413 16.5886261435703 15.8074413225986 15.6091205831422 13.7784081526465 0


  Compare: Risk & Volatility

for period ending June 30, 2025

Maximum Drawdown
  1 year 3 year 5 year 10 year 15 year 20 year
IGF 4.6% 13.6% 17.0% 29.6% 29.6%  
Peer Group* average
60% Equity / 40% Bonds 4.5% 10.3% 20.7% 20.7% 20.7% 32.2%
Global Equities (ACWI) 4.0% 13.3% 25.7% 25.7% 25.7%  
U.S. Equities (SPY) 7.6% 12.9% 23.9% 23.9% 23.9% 50.8%
U.S. Bonds (BND) 3.1% 7.9% 17.3% 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 23.6% 48.5% 60.8% 60.8% 64.5% 0%
RXI 7.6% 14.1% 31.6% 31.6% 31.6% 0%
KXI 7% 11.8% 16.4% 16.4% 16.4% 0%
IXC 11.8% 11.8% 18.1% 54.4% 59.7% 59.7%
IXG 4.5% 10.8% 23.6% 33.2% 33.2% 74%
IXJ 14.7% 14.7% 16% 16% 16% 36.9%
EXI 6.1% 14.6% 26.4% 27% 27% 0%
IGF 4.6% 13.6% 17% 29.6% 29.6% 0%
MXI 15.3% 15.3% 25.9% 28.5% 41.2% 0%
IXN 10.6% 18.1% 34.3% 34.3% 34.3% 52.3%
IXP 6.6% 16.1% 41% 41% 41% 45%
WOOD 15.5% 17.4% 27.6% 37.8% 37.8% 0%
JXI 8% 13.2% 15.7% 18.6% 18.6% 0%
Standard Deviation
  1 year 3 year 5 year 10 year 15 year 20 year
IGF 11.6% 17.3% 16.9% 16.4% 15.8%  
Peer Group* average
60% Equity / 40% Bonds 9.3% 13.1% 12.7% 11.5% 10.5% 10.8%
Global Equities (ACWI) 11.6% 17.5% 17.5% 16.4% 16.2%  
U.S. Equities (SPY) 13.7% 18.7% 18.9% 17.6% 16.5% 16.8%
U.S. Bonds (BND) 5.2% 7.3% 6.3% 5.2% 4.6% 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
* Peer Group is Global Sectors
ICLN 19.2% 25.1% 33.8% 29.2% 28.9% 0%
RXI 15.9% 23.2% 21.6% 20.1% 19.3% 0%
KXI 12% 13.9% 14.1% 13% 12.9% 0%
IXC 17.4% 22.3% 32.3% 28% 25.8% 25.6%
IXG 15.5% 20.6% 22.6% 20.9% 20.6% 23.5%
IXJ 13% 14.2% 14.8% 14.8% 14.4% 14.6%
EXI 15.8% 22.1% 21.7% 19.8% 19.2% 0%
IGF 11.6% 17.3% 16.9% 16.4% 15.8% 0%
MXI 14% 21.4% 22% 21.2% 21.2% 0%
IXN 18.8% 28.5% 26.4% 23.8% 21.5% 21.9%
IXP 17.5% 21.6% 20.1% 17.4% 16.3% 16.7%
WOOD 13.2% 19.7% 21.9% 22.4% 21% 0%
JXI 15.9% 17.9% 17.6% 15.7% 14.8% 0%
Downside Deviation
  1 year 3 year 5 year 10 year 15 year 20 year
IGF 6.0% 11.1% 10.2% 11.7% 10.8%  
Peer Group* average
60% Equity / 40% Bonds 5.1% 7.6% 7.9% 7.3% 6.4% 7.1%
Global Equities (ACWI) 5.8% 9.8% 10.3% 10.6% 10.2%  
U.S. Equities (SPY) 7.2% 10.4% 11.1% 11.0% 9.9% 11.1%
U.S. Bonds (BND) 3.2% 4.7% 4.5% 3.4% 3.0% 2.8%
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 14.7% 18.4% 20.8% 18.9% 19.8% 0%
RXI 8.4% 12.4% 12.3% 12.5% 11.6% 0%
KXI 7.6% 9.2% 8.5% 8.5% 8% 0%
IXC 14.5% 13.7% 17.2% 18.4% 16.9% 17.1%
IXG 6.3% 10.6% 12.1% 13.9% 13.5% 16.5%
IXJ 9.5% 9.2% 9.4% 9.6% 8.7% 9.4%
EXI 8.4% 11.3% 11.8% 12.7% 12% 0%
IGF 6% 11.1% 10.2% 11.7% 10.8% 0%
MXI 10.9% 12.5% 13.7% 13.7% 13.8% 0%
IXN 10.1% 15.3% 15.5% 13.7% 12.3% 13.7%
IXP 7.4% 11.4% 12.4% 11.1% 10.1% 11.1%
WOOD 10.2% 13.7% 13.9% 15.2% 14.1% 0%
JXI 10% 12.1% 11.4% 10.4% 9.6% 0%
Beta
  1 year 3 year 5 year 10 year 15 year 20 year
IGF 0.40 0.74 0.71 0.75 0.78  
Peer Group* average
60% Equity / 40% Bonds 0.68 0.74 0.71 0.67 0.66 0.65
Global Equities (ACWI) 0.81 0.93 0.92 0.93 0.98  
U.S. Equities (SPY) 1.00 1.00 1.00 1.00 1.00 1.00
U.S. Bonds (BND) 0.68 0.74 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 0.449752614584185 1.08796994501696 1.06572553883465 1.04590544080202 1.15844203487364 0
RXI 0.904023098876737 1.1092463028477 1.05680094136136 1.07992050649746 1.09282781816147 0
KXI 0.221821408925698 0.564506126844414 0.557926043410463 0.564127686459716 0.601580550070184 0
IXC 0.464439015796581 0.663744999067381 0.700520077012207 0.992079734243858 1.07016874419862 1.03316829097671
IXG 0.771503306142955 0.853173146755763 0.922030644089252 1.00265085867696 1.08443911878857 1.23709662550394
IXJ 0.295382780274366 0.58339915591399 0.636233601137009 0.690533009350269 0.693726609490216 0.688461290122228
EXI 0.870663862375154 1.04282246826966 1.03587701936125 1.05795273037832 1.1005505527423 0
IGF 0.395412080533067 0.743295036076764 0.710990747570797 0.75450113799411 0.77925336918669 0
MXI 0.498290398204746 0.887212280364368 0.942130863405804 1.00350920761035 1.08922067067946 0
IXN 1.13060069086008 1.26930152272819 1.23344412144418 1.1460798398713 1.13675372952816 1.14679925018595
IXP 0.965251498070541 0.882241042394827 0.8869041162184 0.843602369051408 0.816822945682646 0.801257260009673
WOOD 0.691322506155575 0.977976176334346 0.954461943637045 1.06551161021931 1.07565753500301 0
JXI 0.337527862698902 0.61950035263626 0.618714961338267 0.539544301166179 0.554149917022552 0


  Compare: Correlation

for period ending June 30, 2025

  1 year 3 year 5 year 10 year 15 year 20 year
to Global Stocks (ACWI) 0.64 0.85 0.83 0.83 0.84
to S&P500 (SPY) 0.51 0.75 0.77 0.77 0.77
to U.S. Bonds (BND) 0.62 0.77 0.62 0.49 0.41
to Commodities (DBC) -0.35 0.28 0.41 0.49 0.51
to Gold (GLD) 0.18 0.45 0.32 0.31 0.25


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