iShares Global Healthcare ETF

for period ending May 31, 2025


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  Overview

IXJ 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 Healthcare 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, Healthcare

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 global equities in the healthcare sector. 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 1200 Health Care Sector IndexTM, which measures the performance of companies that S&P Dow Jones Indices LLC ("S&P"), a subsidiary of McGraw Hill Financial, Inc., deems to be a part of the healthcare sector of the economy and that S&P believes are important to global markets. The fund is non-diversified. 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 "IXJ" 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 May 31, 2025

5-year graph

● IXJ ● 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
IXJ -0.3% -3.8% -5.5% 1.8% 5.5% 6.1% 11.0% 8.1%
Peer Group* average
60% Equity / 40% Bonds 1.3% 3.5% 10.0% 8.9% 8.7% 8.0% 9.2% 7.7%
Global Equities (ACWI) 5.2% 5.7% 13.2% 12.3% 13.3% 9.4% 10.1%  
U.S. Equities (SPY) 0.9% 6.3% 13.2% 14.2% 15.8% 12.7% 14.0% 10.4%
U.S. Bonds (BND) 2.5% -0.7% 5.4% 1.4% -1.0% 1.5% 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 11.335676625659% 7.64655904842821% -13.9860762647682% -12.7985365909074% 2.38819440271014% 2.27047319671292% 0.97336633342413% 0%
RXI 2.63628966639546% 6.17845117845119% 18.9166553936881% 12.0186292500445% 11.2945600881722% 8.74229558799517% 11.6202961346763% 0%
KXI 11.4944435229723% 1.67901981545908% 11.3528422487987% 6.08753581865269% 7.92289693518426% 6.2631134658262% 8.8430542358239% 0%
IXC -0.654793085384964% 2.20964699541903% -8.91390196530248% 2.0915974000298% 18.4966001716921% 4.46805645093296% 4.87502074554671% 4.93881281721145%
IXG 13.3499554949431% 5.63694576501408% 27.5166365321175% 16.9643792178665% 19.3718702922435% 9.17873957142403% 9.50696219314999% 5.4055499745479%
IXJ -0.290799115970686% -3.83666143145613% -5.50271793075238% 1.84021760062953% 5.45549435699844% 6.14109213809544% 11.0117414290146% 8.10809789565019%
EXI 13.9391762993649% 8.29071332436069% 16.9875247545963% 16.6139802796345% 16.2755106132073% 10.0730818694721% 10.9555813589644% 0%
IGF 12.8754543715324% 4.62848022699061% 20.965175573466% 8.15675395782105% 11.7090422330516% 6.05581213483442% 7.86446812738955% 0%
MXI 9.35649935649936% 3.50834449993909% -2.35866865344584% 1.82932466600916% 10.4599072984566% 6.68850737539588% 5.62568506336854% 0%
IXN -0.8259587020649% 9.32622268470345% 10.6017397689518% 18.7669893596929% 18.7148121343629% 18.4933813994973% 17.2331160976126% 13.2330957356088%
IXP 8.89624495707042% 7.59403107113654% 23.3340228376687% 17.9570094113473% 13.2636312999333% 7.68176561589939% 9.14877506085119% 7.53523537468239%
WOOD -3.15692952580559% 1.98648089391642% -9.19343085525006% -4.17007324513434% 8.25654966346332% 4.98366004285604% 6.32485536820715% 0%
JXI 14.6830821799294% 3.09697309417039% 18.3554869849463% 7.50392801922239% 9.45874942580236% 7.96965793604638% 7.74177026373788% 0%
Historical Return
 
IXJ 12.7% 19.6% -4.9% 3.6% 0.6%
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 May 31, 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
● IXJ ● Peer group ● All other ingredients ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)
Downside Deviation vs. Annual Return
● IXJ ● Peer group ● All other ingredients ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)
Standard Deviation vs. Annual Return
● IXJ ● 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
IXJ risk vs. 60/40 Worse Worse Worse Worse Worse Worse
IXJ return vs. 60/40 Worse Worse Worse Worse Better Better
Risk-Return Quadrant
SE SE SE SE NE NE
Risk-Return Direction 164° 171° 155° 129° 51° 79°
Risk-Return Magnitude 16.1 7.1 3.6 3.0 2.9 2.4
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 IXJ 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
IXJ -17.1% -13.1% -10.1% -6.2% -1.8% -1.5%
Peer Group* average
60% Equity / 40% Bonds -0.9% -4.2% -5.1% -2.1% -1.0% 0.3%
Global Equities (ACWI) 2.0% -1.7% -1.9% -3.1% -4.0%  
U.S. Equities (SPY) 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
U.S. Bonds (BND) -6.5% -18.1% -23.9% -12.9% -10.3% -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 -18.9770268227637% -20.1471410270937% -12.8627340569458% -10.4555838307631% -12.7033525279559% 0%
RXI 3.67473164857315% -3.54631443256551% -5.78497864240986% -4.98529879929993% -3.96347460595485% 0%
KXI -1.40405264631192% -8.01906787820626% -6.8449045707795% -5.46452119128755% -3.5395423964222% 0%
IXC -17.9939197964268% -11.3295092009613% -3.0636927460384% -9.12978051947008% -10.3733442082972% -6.55762313227314%
IXG 12.6827799059788% 1.64967519078756% 1.28464699638166% -4.79239743468274% -6.20598434504146% -6.05503994805665%
IXJ -17.0906322529601% -13.1285253345911% -10.0594759390084% -6.16279887228633% -1.84606483574703% -1.47110635816434%
EXI 2.1047285985492% 0.861044405339856% -1.16146262228092% -3.6861447358792% -4.48374461449166% 0%
IGF 9.22053242717528% -6.03251589101345% -3.52004492017647% -6.66716398953447% -6.14485436913009% 0%
MXI -14.2590397195343% -11.5515009996724% -6.64117624709224% -6.97275806585588% -9.41062364712485% 0%
IXN -4.28298971423366% 0.839155281050189% -0.967311222626048% 2.34649891108849% 0.142127036821064% 0.546743084458303%
IXP 8.2741923583753% 2.69374327041204% -3.2106902199847% -5.18035226311255% -4.96661760950474% -2.91922176789588%
WOOD -19.8199429560773% -16.353451258218% -8.47944517519673% -8.4515557385748% -8.8506542318641% 0%
JXI 2.40090618141996% -6.76503420362515% -6.28126462669398% -4.42379241590101% -5.84782132975622% 0%
Alpha
  1 year 3 year 5 year 10 year 15 year 20 year
IXJ -12.7% -8.6% -5.9% -3.4% 0.9% 0.4%
Peer Group* average
60% Equity / 40% Bonds -0.4% -3.0% -3.5% -1.3% -0.5% 0.3%
Global Equities (ACWI) 2.0% -1.4% -1.6% -2.7% -3.6%  
U.S. Equities (SPY) 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
U.S. Bonds (BND) 0.0% -6.6% -7.5% -2.3% -0.4% 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 -19.8517136372123% -26.959204747622% -14.248355511461% -11.0231006128032% -14.8517876757085% 0%
RXI 5.74482752513152% -3.25315224074979% -5.38934698017673% -4.89982238407528% -3.57313405910339% 0%
KXI 4.47899916727068% -4.41174630441501% -2.63004565165004% -2.03647253383644% -0.186270848828404% 0%
IXC -15.9557904676556% -10.0600839129602% 6.4022706934648% -8.20520987479107% -9.94757114387378% -5.6933121633673%
IXG 16.5910823818102% 3.57310154442319% 4.4400384239475% -3.62104889566475% -5.47962289587547% -7.00364312929937%
IXJ -12.6611782293346% -8.60513477406722% -5.94753864236747% -3.41525763101479% 0.909130950614191% 0.391919271638467%
EXI 5.49078060190039% 1.86275076367014% -0.0402239684500127% -3.31471509006429% -4.23256925392783% 0%
IGF 13.5916424172126% -4.01857223130431% -0.612349889772965% -4.20310410187734% -3.31043466300548% 0%
MXI -10.7124300217598% -12.3089154342759% -4.78820055505185% -6.19400722979662% -9.44431760266272% 0%
IXN -3.29822543094063% 2.31687723214498% 0.155690983541232% 4.25616005844049% 1.63827483213153% 1.64479986878976%
IXP 10.9869129113329% 4.75810936471634% -1.0712770338634% -3.37275409706045% -2.34010223088108% -1.10025481933561%
WOOD -19.4022066230155% -18.9370395800915% -7.15505537751164% -8.52514594534022% -8.58055714172171% 0%
JXI 11.7407640692666% -3.62556866478053% -1.72086066357157% -0.0630227000941188% -0.674398045368585% 0%
Sharpe
  1 year 3 year 5 year 10 year 15 year 20 year
IXJ -0.65 -0.18 0.19 0.33 0.75 0.51
Peer Group* average
60% Equity / 40% Bonds 0.65 0.30 0.46 0.55 0.78 0.60
Global Equities (ACWI) 0.87 0.45 0.65 0.52 0.62  
U.S. Equities (SPY) 0.72 0.54 0.75 0.70 0.86 0.61
U.S. Bonds (BND) 0.19 -0.47 -0.63 -0.13 0.15 0.27
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 -0.802354471692848 -0.570236547148827 0.112292267899856 0.130512696790751 0.115354381855284 0
RXI 0.993382981485104 0.378011824065073 0.457915590985893 0.420199452409832 0.629774456745506 0
KXI 0.615062936488243 0.0998850742548492 0.366820449455008 0.361666672432068 0.632918820452004 0
IXC -0.714858621601998 -0.0437670942677846 0.631282769128964 0.208184882374225 0.253135288422267 0.246965694684886
IXG 1.61556577537288 0.636780007114078 0.831593073950125 0.437279315800832 0.498012909855706 0.271115254835599
IXJ -0.645523776476372 -0.184511646415739 0.194366250660814 0.329990240816314 0.745807301134714 0.512384805684212
EXI 0.879848895341142 0.597161981319656 0.701626744679191 0.495621345360324 0.598364589477913 0
IGF 1.38753655113541 0.221620555941091 0.557839937554456 0.308197600138937 0.482910670129327 0
MXI -0.39558005756629 -0.0576057322176474 0.415539124430039 0.308317966192433 0.295870828021985 0
IXN 0.415922533224717 0.613449789557886 0.724929467813515 0.841565745178165 0.881142332008198 0.655834221455575
IXP 1.31427436150912 0.681351658000293 0.588731280375886 0.397119919143412 0.556875760109974 0.432943600579465
WOOD -0.88781651182757 -0.339969495723993 0.311526592353877 0.224615894768342 0.330298143153113 0
JXI 0.904800264168556 0.185590676193238 0.4139022103819 0.4355610111117 0.495841460870287 0
Sortino
  1 year 3 year 5 year 10 year 15 year 20 year
IXJ -0.85 -0.25 0.29 0.49 1.19 0.77
Peer Group* average
60% Equity / 40% Bonds 1.05 0.42 0.66 0.81 1.20 0.88
Global Equities (ACWI) 1.51 0.67 1.01 0.76 0.95  
U.S. Equities (SPY) 1.25 0.82 1.19 1.06 1.37 0.90
U.S. Bonds (BND) 1.05 0.42 0.66 0.81 1.20 0.88
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 -0.932895634527307 -0.736100193865608 0.17537720710294 0.19448530038984 0.165063384758058 0
RXI 1.80436740644574 0.614471015347984 0.751104351865607 0.647340588010786 1.01036653376546 0
KXI 0.927204083118859 0.135047594483 0.553840392693706 0.527244121607979 0.979586656078774 0
IXC -0.804674172974505 -0.0606315822892878 1.13367378910682 0.308561465260411 0.378422580611875 0.361047765112028
IXG 3.73018137206443 1.00994339968076 1.44507442515996 0.638404217821565 0.74173783152473 0.378249083702934
IXJ -0.848318477628071 -0.253876331600049 0.285956330816099 0.486634605556964 1.19163367503286 0.769908938497439
EXI 1.55095267214578 0.968946782111145 1.19141229067762 0.742696892820498 0.925334380686961 0
IGF 2.37094699129245 0.302994111725996 0.846220491071392 0.414190682065707 0.687005679949078 0
MXI -0.488162278609714 -0.0815095991540665 0.636366324555093 0.459108749688204 0.444039938595418 0
IXN 0.719418393692406 0.977052175207368 1.15920548762245 1.38062474427666 1.47036370563488 1.01129651332731
IXP 2.73059477119948 1.08290341371821 0.885047942910053 0.585385159872528 0.858484417792804 0.628930751733574
WOOD -1.0720263409608 -0.426714716234857 0.463993831477662 0.320245316237089 0.479119847483596 0
JXI 1.3510120991742 0.247990818862524 0.595118859007255 0.620972885862982 0.730174465801243 0
Treynor
  1 year 3 year 5 year 10 year 15 year 20 year
IXJ -19.3 2.6 8.0 8.4 15.5 11.2
Peer Group* average
60% Equity / 40% Bonds 14.3 11.7 11.9 11.5 13.5 11.3
Global Equities (ACWI) 16.6 12.8 14.0 9.6 10.0  
U.S. Equities (SPY) 12.8 13.9 15.5 12.4 13.6 10.0
U.S. Bonds (BND) 14.3 11.7 11.9 11.5 13.5 11.3
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 -93.4336267540956 -13.2803146083491 1.91239896561091 1.82793797173996 0.54403080228789 0
RXI 18.5850286788944 10.4481629072769 10.2206511965066 7.73322342858323 10.2485730647485 0
KXI 40.7442959387978 10.0588575830144 13.2670193061153 10.3234442033223 14.1034067749673 0
IXC -31.9825706019299 2.29567846102924 26.0489060659134 4.15139791672882 4.23147232957969 4.45101216565726
IXG 36.7583741785226 18.4270927616901 20.4965255780987 8.78952767851424 8.45565222542161 4.08180401199295
IXJ -19.3027624255482 2.6448366551951 7.97725953600933 8.35308491257984 15.4775387575817 11.2338183674095
EXI 20.6646289957937 15.3825724658695 15.29992743252 9.16507232965361 9.64800653348233 0
IGF 62.8676657625967 10.2411583187777 15.8848161682753 7.50123145502717 9.69232506874843 0
MXI -6.12982475716306 1.50118198448134 10.6004542709147 6.26168107365289 4.8426236740851 0
IXN 9.46470291294877 14.7124476327813 15.0055156062224 15.8803934311374 14.9120230556834 11.2706105582495
IXP 25.4365227112963 20.0167347636931 14.6860921607079 8.75927204705574 10.9891411113657 9.00445499635562
WOOD -14.540059522135 -4.26447434650535 8.17652299677356 4.32183134554787 5.55173112377684 0
JXI 74.9972200435914 11.1331910850888 14.6456711218983 13.9235540140701 13.3740824128114 0


  Compare: Risk & Volatility

for period ending May 31, 2025

Maximum Drawdown
  1 year 3 year 5 year 10 year 15 year 20 year
IXJ 14.7% 14.7% 16.0% 16.0% 16.0% 36.9%
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% 20.4% 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
IXJ 13.1% 14.1% 14.8% 14.7% 14.4% 14.5%
Peer Group* average
60% Equity / 40% Bonds 8.8% 13.3% 12.6% 11.4% 10.5% 10.7%
Global Equities (ACWI) 10.5% 17.8% 17.4% 16.2% 16.1%  
U.S. Equities (SPY) 13.0% 18.9% 18.7% 17.5% 16.5% 16.7%
U.S. Bonds (BND) 5.1% 7.3% 6.2% 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 18.5% 24.4% 33.9% 28.9% 28.8% 0%
RXI 15.9% 23.5% 21.7% 20.1% 19.4% 0%
KXI 12% 14% 14.1% 13% 12.9% 0%
IXC 15.5% 22.8% 31.9% 27.7% 25.7% 25.6%
IXG 15.6% 21.4% 22.6% 20.8% 20.6% 23.5%
IXJ 13.1% 14.1% 14.8% 14.7% 14.4% 14.5%
EXI 15.5% 22.4% 21.6% 19.7% 19.2% 0%
IGF 12.7% 17.6% 16.9% 16.4% 15.8% 0%
MXI 14% 22.5% 22.2% 21.2% 21.2% 0%
IXN 17.8% 27.5% 26.1% 23.4% 21.3% 21.7%
IXP 15.6% 21.2% 19.7% 17.1% 16.2% 16.6%
WOOD 13.1% 20.7% 22.1% 22.3% 21% 0%
JXI 17% 18.1% 17.6% 15.8% 14.7% 0%
Downside Deviation
  1 year 3 year 5 year 10 year 15 year 20 year
IXJ 9.6% 9.3% 9.4% 9.6% 8.7% 9.4%
Peer Group* average
60% Equity / 40% Bonds 5.0% 8.2% 7.9% 7.3% 6.4% 7.1%
Global Equities (ACWI) 5.6% 10.8% 10.3% 10.5% 10.2%  
U.S. Equities (SPY) 7.1% 11.4% 11.0% 11.0% 10.0% 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 15.9% 18% 20.8% 18.9% 19.7% 0%
RXI 8.5% 13.2% 12.4% 12.5% 11.7% 0%
KXI 7.6% 9.4% 8.5% 8.5% 8% 0%
IXC 13.7% 15.7% 17% 18.3% 16.8% 17.1%
IXG 6.3% 12.3% 12.1% 13.8% 13.5% 16.5%
IXJ 9.6% 9.3% 9.4% 9.6% 8.7% 9.4%
EXI 8.4% 12.5% 11.8% 12.7% 12% 0%
IGF 7% 11.7% 10.2% 11.8% 10.8% 0%
MXI 11.1% 15% 13.8% 13.8% 13.8% 0%
IXN 10% 16.1% 15.4% 13.6% 12.3% 13.7%
IXP 7.2% 12% 12.3% 11.1% 10.1% 11.1%
WOOD 10.5% 15.6% 14% 15.2% 14.1% 0%
JXI 11.1% 12.5% 11.4% 10.5% 9.6% 0%
Beta
  1 year 3 year 5 year 10 year 15 year 20 year
IXJ 0.30 0.56 0.64 0.69 0.69 0.69
Peer Group* average
60% Equity / 40% Bonds 0.67 0.73 0.70 0.67 0.65 0.65
Global Equities (ACWI) 0.78 0.93 0.92 0.93 0.97  
U.S. Equities (SPY) 1.00 1.00 1.00 1.00 1.00 1.00
U.S. Bonds (BND) 0.67 0.73 0.70 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 0.153406066086908 0.98986702005184 1.06723836584385 1.05214967391489 1.15095960556054 0
RXI 0.999161575627046 1.11707871496773 1.07110114824229 1.08558698836445 1.09996652291446 0
KXI 0.270114702914985 0.570673847946294 0.571016586663309 0.573055318893692 0.602396677311572 0
IXC 0.289567431473245 0.759857520916778 0.696742936918629 0.992640955596467 1.07003225758689 1.03158647752726
IXG 0.739135728483392 0.901779275600299 0.92818957846992 1.00477875929584 1.08326987595368 1.23924154708939
IXJ 0.303061637375787 0.564499415072317 0.640355936538052 0.693621978337573 0.689032845611866 0.690850500338805
EXI 0.805255971552809 1.05748056509513 1.04107041210807 1.06118889888014 1.09954035233487 0
IGF 0.327958203435042 0.762564629793071 0.715263762380395 0.761022148596489 0.775588851824402 0
MXI 0.441428200062969 0.987299225224283 0.953987271129833 1.01271502732196 1.09000338717332 0
IXN 1.08344984596531 1.25198613878774 1.2240567908867 1.14267776943783 1.13236863829598 1.14331755260294
IXP 0.903693254096016 0.87975390409221 0.87950029883924 0.83734775226609 0.800933040703058 0.798274467669785
WOOD 0.656162355906175 1.05928227816548 0.967323251065796 1.07279780637951 1.0767175821603 0
JXI 0.240119275336727 0.642827299802448 0.622131993416718 0.547449959438061 0.552902336002084 0


  Compare: Correlation

for period ending May 31, 2025

  1 year 3 year 5 year 10 year 15 year 20 year
to Global Stocks (ACWI) 0.38 0.71 0.75 0.77 0.76
to S&P500 (SPY) 0.26 0.68 0.74 0.77 0.77 0.78
to U.S. Bonds (BND) 0.71 0.67 0.57 0.40 0.33 0.32
to Commodities (DBC) -0.10 0.28 0.29 0.26 0.31 0.33
to Gold (GLD) 0.19 0.23 0.23 0.17 0.16 0.14


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