iShares Global Infrastructure ETF

for period ending April 30, 2025


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  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 April 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 7.9% 3.1% 23.2% 8.2% 12.0% 5.4% 6.7%  
Peer Group* average
60% Equity / 40% Bonds -2.1% -0.3% 10.0% 7.7% 8.7% 7.7% 8.6% 7.6%
Global Equities (ACWI) -0.4% 0.5% 12.0% 10.4% 13.2% 8.8% 9.0%  
U.S. Equities (SPY) -5.1% -0.9% 11.9% 12.0% 15.5% 12.2% 12.9% 10.2%
U.S. Bonds (BND) 3.2% 0.4% 7.9% 1.9% -0.7% 1.5% 2.3% 3.1%
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 3.42706502636203% 3.06479859894921% -9.58706582774038% -13.3765353607232% 2.97757285356783% 1.23988266329433% -0.788751086720352% 0%
RXI -3.33604556550041% 0.303951367781141% 12.7745876929743% 9.20538715677228% 11.553355531063% 8.18987142874892% 10.5327302236856% 0%
KXI 9.65334217946589% 3.21623731459797% 12.7774419306781% 4.44323215239655% 8.09421956085325% 6.11143342874507% 8.25759076954034% 0%
IXC -2.80251440544783% -11.7898740194913% -10.1185627214973% 5.86020822652633% 18.5155130788305% 3.68042026665063% 3.84917129687465% 4.9202946567154%
IXG 7.30143196972612% 0.0485342651912246% 26.8051782247414% 16.0716416644536% 18.6768750528887% 8.63517900228643% 8.24989704370407% 5.14582801397572%
IXJ 3.68733279050832% -2.25877192982457% 1.22693824764974% 3.54599763083101% 7.02587485066835% 6.88019509047182% 10.7197057976895% 8.31977509262822%
EXI 5.21601788519528% 2.21488512862842% 11.8445978103659% 13.6937131589254% 16.0170471406104% 9.18938465972425% 9.55860924031768% 0%
IGF 7.88215037306295% 3.14614962502286% 23.2140793520681% 8.16309366912862% 12.0062386063715% 5.43365808049123% 6.73868462747529% 0%
MXI 5.64993564993566% 0.440474733879848% -2.52889709415397% 1.23946596483373% 11.2409895463419% 6.25656666003991% 4.57579618987529% 0%
IXN -9.28613569321535% 1.50514919461315% 9.54941977241683% 15.1163482733912% 18.2627650064284% 17.6479805308696% 15.7562028132506% 13.1411560254204%
IXP 1.21030309299679% 0.845186559472277% 21.3026661214668% 15.8836602145354% 12.7373551468906% 6.76345917369665% 8.10063288341241% 7.12611277388493%
WOOD -5.04322766570604% -3.89765345353309% -6.52826388734407% -5.18541195042447% 8.40385503214565% 4.85477185132654% 5.48181134363483% 0%
JXI 11.2380691091446% 3.28556954696773% 23.8465871577109% 7.62604663163087% 9.80580429439453% 7.77428887087339% 6.95332262244819% 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 April 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 Better Better Worse Worse
Risk-Return Quadrant
NE NE NE SE SE
Risk-Return Direction 9° 83° 35° 117° 112°
Risk-Return Magnitude 13.4 3.6 4.0 5.0 4.9
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
* 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 10.9% -3.9% -3.0% -6.8% -6.2%  
Peer Group* average
60% Equity / 40% Bonds 0.1% -3.6% -4.8% -2.0% -0.7% 0.4%
Global Equities (ACWI) 2.0% -1.4% -1.8% -3.2% -4.0%  
U.S. Equities (SPY) 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
U.S. Bonds (BND) 0.3% -14.6% -22.7% -12.3% -8.7% -4.1%
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 -13.9172380769931% -18.1859244949322% -12.2551591283619% -10.5151646847739% -12.5594135067284% 0%
RXI -0.0925023330499588% -3.59592941802747% -5.30591804533749% -4.92383991277412% -3.77522033307263% 0%
KXI 0.908546313996227% -7.82976833905783% -6.31862289124389% -5.13025094081988% -3.17838407202949% 0%
IXC -17.1592325431622% -6.2706617409417% -2.79156760742077% -9.08457467285017% -9.92019734679486% -6.41542745585491%
IXG 12.6791370516607% 2.97363461868972% 1.00477281688477% -4.71650023468161% -6.11742495953837% -6.07903469544155%
IXJ -10.0129910604159% -8.87699169819643% -7.89706842926952% -4.80217464481726% -1.09144076162844% -1.06944143142584%
EXI -0.351129458582874% 0.598576269825786% -1.06811347205383% -3.90000074895911% -4.57409980780227% 0%
IGF 10.8862483059898% -3.85608534485281% -2.95682290044851% -6.76112689529824% -6.21756487285694% 0%
MXI -12.8373049912833% -9.74024298748265% -5.76803248470148% -6.79530684510392% -9.103620017245% 0%
IXN -3.75100389317174% 0.440857919110831% -0.977652223949192% 2.24093988619602% 0.0763282172900386% 0.626217864220601%
IXP 7.94170960230108% 3.04208048236512% -3.34001669068797% -5.52401980182727% -4.86125895470799% -3.14795664104569%
WOOD -15.4401932942497% -14.8110261943753% -8.06319526321972% -8.02490344075332% -8.39629974124885% 0%
JXI 6.29376480133618% -4.46549414419075% -5.65277417707711% -4.11330753745981% -5.60844342804777% 0%
Alpha
  1 year 3 year 5 year 10 year 15 year 20 year
IGF 15.7% -2.3% -0.1% -4.4% -3.7%  
Peer Group* average
60% Equity / 40% Bonds 0.2% -2.6% -3.3% -1.2% -0.3% 0.4%
Global Equities (ACWI) 1.9% -1.2% -1.4% -2.8% -3.7%  
U.S. Equities (SPY) 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
U.S. Bonds (BND) 1.9% -5.6% -7.2% -2.2% -0.2% 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 -16.1331757180201% -25.1441510256033% -13.4366506052226% -11.4444506279532% -15.5747501309345% 0%
RXI 1.91095879857747% -3.62776328613255% -4.87383454984054% -4.87317042268379% -3.45469341536995% 0%
KXI 5.74586906382585% -4.90085392743785% -2.31932345802903% -1.90326860872867% -0.196482954664409% 0%
IXC -16.4970286421148% -4.60278517497192% 6.59569478265639% -8.52796197006969% -9.9704929204841% -5.58047469971303%
IXG 16.7225587445183% 4.67652748184199% 4.10363466072416% -3.62976176939232% -5.64656134820185% -7.06884891138826%
IXJ -7.73285642896151% -5.95085238621387% -4.51623328436832% -2.46881309719633% 1.1473723731986% 0.643722596538713%
EXI 2.50819540363834% 1.34984305814102% 0.0576215284412029% -3.58328314259082% -4.45121735427446% 0%
IGF 15.7322028624602% -2.29755599906205% -0.136505840672307% -4.40040411012075% -3.72686128422583% 0%
MXI -10.3430561784601% -10.7764589581332% -3.88452511524137% -6.13012489094554% -9.41186772085149% 0%
IXN -2.79600691721117% 1.49593113204588% 0.125842538804177% 4.06527784633353% 1.40356374289886% 1.74026215576424%
IXP 10.3694581604696% 4.70932477766365% -1.22970152158209% -3.77353712994246% -2.47706391211676% -1.34106107721874%
WOOD -16.8910221920373% -17.7448531267252% -6.80500236549284% -8.16722570141308% -8.34354136082044% 0%
JXI 16.2639595243403% -2.10389299473937% -1.2360698232756% 0.043482714543428% -0.966984067858567% 0%
Sharpe
  1 year 3 year 5 year 10 year 15 year 20 year
IGF 1.46 0.22 0.58 0.27 0.41  
Peer Group* average
60% Equity / 40% Bonds 0.65 0.21 0.46 0.53 0.73 0.60
Global Equities (ACWI) 0.79 0.35 0.64 0.48 0.55  
U.S. Equities (SPY) 0.64 0.43 0.74 0.67 0.79 0.60
U.S. Bonds (BND) 0.65 -0.41 -0.58 -0.12 0.18 0.29
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 -0.4847185969556 -0.601698384384009 0.13334095326233 0.0940931548593866 0.0546456759311054 0
RXI 0.639125077527958 0.257428578312524 0.471598511274562 0.395065426641714 0.571661590865984 0
KXI 0.713503836472413 -0.0125109587812429 0.382987008168866 0.353017329775136 0.584937402932324 0
IXC -0.807438707621621 0.122529460219529 0.634364227715542 0.18015156517791 0.212962250003948 0.246451676033587
IXG 1.5864130110063 0.597525710682055 0.806729362400381 0.413205064242068 0.434118479469935 0.26000231810805
IXJ -0.170966110792015 -0.0721969028792309 0.303643931382289 0.383255741339257 0.722154864841166 0.528600371898742
EXI 0.616691965939264 0.473035628555112 0.694724311069667 0.454556336778163 0.522941735848951 0
IGF 1.46488305687188 0.220653320262219 0.576355571894917 0.272719801647814 0.408573771176058 0
MXI -0.41523444783769 -0.0858640778507728 0.451444708526265 0.289416099943328 0.245931050444848 0
IXN 0.361445920640119 0.483396348851646 0.712813865124105 0.811234791017035 0.808229867027221 0.652567772605118
IXP 1.24746112334553 0.592594304747999 0.56889774244563 0.347008347063532 0.492541651740758 0.409591897480373
WOOD -0.651917346712066 -0.390693568001314 0.321222998769416 0.220390121885778 0.289955620766967 0
JXI 1.12535506312902 0.190774376236513 0.435871886804997 0.425823121513092 0.440728713472702 0
Sortino
  1 year 3 year 5 year 10 year 15 year 20 year
IGF 2.66 0.30 0.88 0.37 0.57  
Peer Group* average
60% Equity / 40% Bonds 1.04 0.30 0.67 0.78 1.11 0.87
Global Equities (ACWI) 1.30 0.51 1.00 0.71 0.82  
U.S. Equities (SPY) 1.06 0.64 1.17 1.02 1.24 0.88
U.S. Bonds (BND) 1.04 0.30 0.67 0.78 1.11 0.87
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 -0.639475444861113 -0.770767913255771 0.209516622245245 0.13967398932318 0.077003687986718 0
RXI 1.08171695723912 0.413511996675237 0.77724705582661 0.606175545490108 0.905557491456205 0
KXI 1.09027270014578 -0.0167682462051019 0.579330644270154 0.514486001563753 0.896058505859504 0
IXC -0.89815792550736 0.179741047719016 1.13929737288683 0.266407504367948 0.315420074866236 0.360286319752292
IXG 3.61041626068026 0.940693761283402 1.39644175825052 0.601450366136011 0.637357477935434 0.362299741422467
IXJ -0.240826652827113 -0.100801218868297 0.45305450652218 0.568688592405788 1.14163608307332 0.796164791839327
EXI 0.936655407377643 0.751001889786969 1.17602093690677 0.675636486095996 0.792766142948 0
IGF 2.66002712147617 0.301598430901983 0.879830569138704 0.365327311905228 0.571436873828792 0
MXI -0.510036449232132 -0.121119775036152 0.6974778285392 0.43058551139983 0.364687619614542 0
IXN 0.603081358884444 0.755470115313284 1.13429944866855 1.32093010434272 1.32301045663573 1.00462448744991
IXP 2.44171367392853 0.92399359809586 0.848991003101231 0.506877320818625 0.748244402804419 0.592207855753726
WOOD -0.832846046156024 -0.488887063070929 0.478810711271142 0.314169345617251 0.417397637752666 0
JXI 1.81931122019976 0.255125903647038 0.629622010742787 0.606471972047123 0.64195633944014 0
Treynor
  1 year 3 year 5 year 10 year 15 year 20 year
IGF 58.0 10.3 16.2 6.7 8.1  
Peer Group* average
60% Equity / 40% Bonds 13.6 10.0 11.8 11.0 12.7 11.2
Global Equities (ACWI) 15.3 10.8 13.9 9.0 8.8  
U.S. Equities (SPY) 11.5 11.7 15.1 11.9 12.5 9.9
U.S. Bonds (BND) 13.6 10.0 11.8 11.0 12.7 11.2
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 -37.4563559642526 -14.3111941131363 2.44293523601019 0.854642753376592 -0.96887254702014 0
RXI 14.4412460005571 7.89226693424329 10.3881274467034 7.22300170792107 9.27215367303692 0
KXI 37.4367484686379 6.99891100494888 13.4143361725432 9.99242338145614 12.9684903985249 0
IXC -43.2318062111765 7.27791987859762 25.8370798056647 3.33612840983401 3.23331802000008 4.41826635293271
IXG 35.1401109736666 17.4478095230432 19.830015849419 8.24373803255394 7.24762541589217 3.87321421555951
IXJ 1.4758623301245 5.25588464339949 9.94566189611999 9.18358012958486 14.6350162352024 11.4011658399595
EXI 17.6909918727138 12.7447830002769 15.0694267897757 8.36877671614144 8.37057674861191 0
IGF 58.0109394228737 10.3213015388426 16.1549441763233 6.69124450559854 8.11660957147953 0
MXI -6.52868066620164 0.897990350430862 11.2276871679821 5.80778473676332 3.85092356465465 0
IXN 8.64198721149473 11.8751094967285 14.6686230983156 15.1973365906679 13.6258952644052 11.1974129988861
IXP 24.0803784792028 17.9147218056198 14.1804583618513 7.72014681094351 9.72312219297297 8.54473420059504
WOOD -8.6810868566932 -5.11700796237695 8.24537527140759 4.16847411559994 4.73722497919166 0
JXI 57.5851462183743 11.2885502710658 15.0155873099088 13.5453524946719 11.7377323409056 0


  Compare: Risk & Volatility

for period ending April 30, 2025

Maximum Drawdown
  1 year 3 year 5 year 10 year 15 year 20 year
IGF 4.6% 17.0% 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% 14.7% 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 24.6% 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% 16.1% 21.1% 54.4% 59.7% 59.7%
IXG 4.5% 16.1% 23.6% 33.2% 33.2% 74%
IXJ 14.5% 14.5% 16% 16% 16% 36.9%
EXI 6.1% 14.8% 26.4% 27% 27% 0%
IGF 4.6% 17% 17% 29.6% 29.6% 0%
MXI 15.3% 22.1% 25.9% 28.5% 41.2% 0%
IXN 10.6% 18.1% 34.3% 34.3% 34.3% 52.3%
IXP 6.6% 21.4% 41% 41% 41% 45%
WOOD 15.5% 25.2% 27.6% 37.8% 37.8% 0%
JXI 8% 14.9% 15.7% 18.6% 18.6% 0%
Standard Deviation
  1 year 3 year 5 year 10 year 15 year 20 year
IGF 13.7% 17.6% 17.0% 16.3% 15.9%  
Peer Group* average
60% Equity / 40% Bonds 8.8% 13.0% 12.6% 11.3% 10.5% 10.7%
Global Equities (ACWI) 9.9% 17.3% 17.3% 16.1% 16.2%  
U.S. Equities (SPY) 12.3% 18.2% 18.6% 17.3% 16.5% 16.7%
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 22.1% 24% 34.2% 28.6% 28.7% 0%
RXI 14.1% 22.8% 21.9% 19.9% 19.4% 0%
KXI 12.3% 14% 14.1% 13% 13% 0%
IXC 15.1% 25.1% 31.9% 27.6% 25.7% 25.6%
IXG 15.3% 21% 22.4% 20.6% 20.6% 23.4%
IXJ 13.8% 14.1% 14.9% 14.8% 14.5% 14.5%
EXI 12.8% 21.4% 21.5% 19.4% 19.1% 0%
IGF 13.7% 17.6% 17% 16.3% 15.9% 0%
MXI 13.9% 22.3% 22.6% 21.1% 21.2% 0%
IXN 17.1% 26.2% 25.8% 23% 21.2% 21.6%
IXP 14.5% 20.5% 19.5% 16.8% 16.1% 16.5%
WOOD 14.3% 20.5% 22.2% 22.3% 21.1% 0%
JXI 19.3% 18.1% 17.7% 15.7% 14.8% 0%
Downside Deviation
  1 year 3 year 5 year 10 year 15 year 20 year
IGF 7.1% 11.7% 10.2% 11.7% 11.1%  
Peer Group* average
60% Equity / 40% Bonds 5.0% 8.1% 7.9% 7.3% 6.5% 7.1%
Global Equities (ACWI) 5.6% 10.7% 10.3% 10.5% 10.5%  
U.S. Equities (SPY) 7.1% 11.2% 11.0% 10.9% 10.2% 11.0%
U.S. Bonds (BND) 3.2% 4.7% 4.5% 3.5% 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 16.7% 17.9% 20.9% 18.7% 20% 0%
RXI 8% 12.9% 12.4% 12.4% 11.8% 0%
KXI 7.7% 9.4% 8.5% 8.5% 8.1% 0%
IXC 13.5% 16.2% 17% 18.2% 17% 17.1%
IXG 6.3% 12.2% 12.1% 13.7% 13.7% 16.5%
IXJ 9.4% 9.2% 9.4% 9.6% 8.8% 9.4%
EXI 8.1% 12.2% 11.8% 12.6% 12.3% 0%
IGF 7.1% 11.7% 10.2% 11.7% 11.1% 0%
MXI 11.1% 14.9% 13.9% 13.7% 14% 0%
IXN 9.9% 15.6% 15.4% 13.5% 12.5% 13.7%
IXP 7.1% 11.8% 12.2% 11% 10.2% 11%
WOOD 10.8% 15.4% 14% 15.1% 14.3% 0%
JXI 11.6% 12.5% 11.4% 10.5% 9.8% 0%
Beta
  1 year 3 year 5 year 10 year 15 year 20 year
IGF 0.39 0.76 0.72 0.76 0.79  
Peer Group* average
60% Equity / 40% Bonds 0.71 0.73 0.71 0.67 0.65 0.65
Global Equities (ACWI) 0.76 0.93 0.93 0.93 0.98  
U.S. Equities (SPY) 1.00 1.00 1.00 1.00 1.00 1.00
U.S. Bonds (BND) 0.71 0.73 0.71 0.67 0.65 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 0.265142345948961 0.958741493936536 1.07795431963549 1.04801965082449 1.16935024480337 0
RXI 0.86075588139513 1.12276827016634 1.07903520872756 1.08620646687984 1.09883100729796 0
KXI 0.332113289106103 0.585667096806523 0.577741544407936 0.5771606091198 0.610201362150796 0
IXC 0.242015402588323 0.75790995988105 0.703303660947223 1.00002745502704 1.08401679385489 1.0357217125122
IXG 0.753013500192128 0.901399191707222 0.924491181892065 1.00573049582908 1.09079820309808 1.2397010553575
IXJ 0.598116752701699 0.609183341101487 0.671817990309332 0.711704448039303 0.708950736208401 0.699540287481302
EXI 0.650070817384919 1.04744921081155 1.04004267023104 1.05692680022673 1.1008093293601 0
IGF 0.394233903402875 0.757549169199494 0.721886638280213 0.760614533352053 0.787827024059845 0
MXI 0.440073194627 0.996965837197761 0.970528401797239 1.01800715155534 1.09885222479971 0
IXN 1.06517393324212 1.24395888847508 1.2215573761088 1.13860610800542 1.13108182991765 1.14284931379887
IXP 0.870354503615749 0.867412852949788 0.8739601053313 0.831494409054018 0.797730653400321 0.793694964799693
WOOD 0.79165941593664 1.08063388886672 0.977475797465898 1.08206779337442 1.0845191230902 0
JXI 0.408132798782245 0.645064795164564 0.630118811591864 0.548534164059231 0.563066371525164 0


  Compare: Correlation

for period ending April 30, 2025

  1 year 3 year 5 year 10 year 15 year 20 year
to Global Stocks (ACWI) 0.58 0.85 0.83 0.83 0.85
to S&P500 (SPY) 0.38 0.76 0.77 0.76 0.77
to U.S. Bonds (BND) 0.64 0.79 0.63 0.50 0.39
to Commodities (DBC) -0.37 0.36 0.42 0.49 0.53
to Gold (GLD) 0.28 0.44 0.33 0.32 0.24


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