iShares Global Tech ETF

for period ending November 30, 2024


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  Overview

IXN is the Ingredient ID for this portfolio ingredient

This Ingredient ID appears in the scatterplots and comparisons below.

Portfolio Recipe Provider   iShares (www.iShares.com)

Description   iShares Global Tech 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, Technology

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 technology 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 Information Technology Sector IndexTM, which measures the performance of companies that S&P Dow Jones Indices LLC, a subsidiary of McGraw Hill Financial, Inc., deems to be part of the information technology 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 "IXN" 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 November 30, 2024

5-year graph ● IXN ● 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
IXN 23.2% 3.9% 28.5% 10.9% 20.9% 18.9% 17.2% 13.1%
Peer Group* average
60% Equity / 40% Bonds 17.4% 4.4% 22.8% 5.5% 9.2% 8.4% 9.5% 7.9%
Global Equities (ACWI) 20.7% 4.0% 26.5% 7.8% 11.5% 9.4% 9.5%  
U.S. Equities (SPY) 28.0% 6.0% 33.8% 11.4% 15.7% 13.3% 14.1% 10.6%
U.S. Bonds (BND) 3.1% 1.1% 6.8% -2.0% -0.1% 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 -19.9059288908769% -5.41984732824426% -11.516861977625% -18.2345447178734% 3.5190036471334% 3.89878745622441% -1.51693889739112% 0%
RXI 16.2626178545431% 6.97782963827305% 22.4958340739098% 2.31058629905263% 9.31434188604772% 9.1834273530899% 11.7371340662776% 0%
KXI 9.38280961557012% 2.31223090416202% 12.5438521494313% 4.60445933003635% 5.690315213756% 5.74552217409436% 8.13766954675816% 0%
IXC 10.3456308526829% 4.40049443757724% 10.3377956633248% 20.8536206908161% 11.8197161186329% 5.14746741636241% 4.64012780154224% 5.80687390023538%
IXG 31.6873144213871% 7.19916365261231% 39.2256027193616% 12.9442465463745% 11.5846064413599% 8.59130279452893% 8.10819264404081% 4.99849378554065%
IXJ 7.37841394460952% -0.932276039434199% 11.9468410829082% 4.44862931102912% 8.06863070892747% 7.72891243300455% 10.8253864200988% 8.91252075316373%
EXI 19.7438328909606% 4.43815571507455% 28.4287919484128% 10.5813176226381% 11.0019806859552% 9.51905208990009% 10.5947216214133% 0%
IGF 20.4201219110626% 3.66648055090266% 25.4177535740877% 10.2076666410473% 6.50331851650674% 5.40424058242464% 6.55883526620575% 0%
MXI 0.253426308967719% -1.57608268019581% 6.99899884511392% 3.56434403017736% 8.88736280648468% 6.94698190573046% 4.92922758478942% 0%
IXN 23.1546563882476% 3.88000495847278% 28.5013824328078% 10.9470040233279% 20.859760555444% 18.9415681309536% 17.2279174216023% 13.0973986571317%
IXP 30.9020528935585% 3.18429407205276% 35.5411608654489% 7.41471954108783% 11.4573356354469% 6.75541769656178% 7.64658328657608% 6.84843197986225%
WOOD 1.6991221271923% 1.05612904988117% 7.51805759350757% 0.608197382604625% 6.34735349655138% 6.47549807437633% 7.31916342464256% 0%
JXI 22.2129775290445% 2.29605905523842% 25.434042158393% 8.59566588865479% 7.46870997816638% 7.01731468358135% 6.52789471774753% 0%
Historical Return
 
IXN 47.9% 43.6% 29.6% -29.9% 53.0%
Peer Group* average
60% Equity / 40% Bonds 21.8% 16.4% 14.0% -16.7% 17.5%
Global Equities (ACWI) 26.6% 16.3% 18.7% -18.4% 22.3%
U.S. Equities (SPY) 31.2% 18.4% 28.7% -18.2% 26.2%
U.S. Bonds (BND) 8.8% 7.7% -1.9% -13.1% 5.4%
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 44.3474818319878% 141.796574727138% -24.1822573368325% -5.42687963748008% -20.3845859561091%
RXI 26.7533398597808% 24.4612007570898% 16.3294838742781% -29.0815003336622% 27.5770459498653%
KXI 23.3900762615753% 7.68721850836935% 13.6861866594652% -6.02371148035987% 2.44605593129426%
IXC 12.5616220830527% -30.938984976883% 40.9677286355949% 48.5074525972638% 3.93967415143586%
IXG 24.560731515063% -2.99256668981839% 25.0995686817113% -8.96576392729397% 14.9939721679583%
IXJ 23.2151593528% 12.7458342849344% 19.5854148462114% -4.93781455398783% 3.63079859525788%
EXI 27.131406579278% 11.3272860090559% 17.3786418149251% -12.3586611327191% 22.0465791745248%
IGF 25.8116293733362% -6.50028441695069% 11.5809977561002% -1.25588804372817% 6.17475148807207%
MXI 22.1508303426973% 22.3054967928019% 15.0758257733935% -9.09192789105235% 14.3844877135156%
IXN 47.8737992404276% 43.6173755666857% 29.5860936543704% -29.8639177530712% 52.9906191433397%
IXP 25.1995399449836% 22.155206165431% 12.7718148187692% -32.9555148594912% 38.8058381951969%
WOOD 19.7555940023366% 20.3452075497758% 17.0339546292697% -19.3922308010803% 13.8435644476862%
JXI 23.9211590182676% 5.18438921706683% 10.8665857750977% -4.16667903018714% 0.662387867172032%


  Compare: Risk vs. Return

for period ending November 30, 2024

Note: This Free subscription only includes access to the 1-year data. Subscribe for full access to 3-, 5-, 10-, 15-, and 20-year metrics. For each Portfolio Recipe, get access to investable allocations, sortable lists, and clickable scatterplots.

Maximum Drawdown vs. Annual Return
● IXN ● Peer group ● All other ingredients ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)
Downside Deviation vs. Annual Return
● IXN ● Peer group ● All other ingredients ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)
Standard Deviation vs. Annual Return
● IXN ● 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
IXN risk vs. 60/40 Worse Worse Worse Worse Worse Worse
IXN return vs. 60/40 Better Better Better Better Better Better
Risk-Return Quadrant
NE NE NE NE NE NE
Risk-Return Direction 34° 55° 32° 31° 38° 52°
Risk-Return Magnitude 6.9 9.6 13.8 12.2 9.9 8.4
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 IXN 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
IXN -13.3% -2.0% 1.7% 2.2% -0.1% 0.2%
Peer Group* average
60% Equity / 40% Bonds -7.2% -5.8% -4.1% -1.9% -0.6% 0.4%
Global Equities (ACWI) -5.9% -3.5% -3.9% -3.6% -4.8%  
U.S. Equities (SPY) 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
U.S. Bonds (BND) -26.1% -22.5% -21.6% -13.0% -9.8% -4.3%
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 -34.5104828092732% -20.3265442735417% -12.3072498260021% -10.1352662608276% -14.2185663144216% 0%
RXI -16.8657010386894% -8.48935065172244% -7.44089145182724% -5.17719595163897% -4.05538645998735% 0%
KXI -20.7695723929677% -6.9566863284139% -9.23004707783218% -6.57467332519306% -4.50569054246269% 0%
IXC -24.1101546983229% 5.40038341922372% -7.44079664418927% -9.31522596832899% -10.7064743082027% -6.24495975935479%
IXG 0.757694362756336% 0.985302170379497% -5.55563743620593% -5.86834930666129% -7.52287308560356% -6.56847785653028%
IXJ -23.0448460137045% -7.10976008939633% -6.46214718089152% -4.7970696907997% -2.08872470624452% -0.771025614710338%
EXI -10.1261691623958% -1.43221208262073% -5.71888297515766% -4.68978108545346% -4.9783605263205% 0%
IGF -11.9065398083679% -0.957704374631923% -9.36213382423835% -7.83864598551925% -7.64426347834112% 0%
MXI -27.5332875897768% -7.49220076211564% -7.83973286380558% -7.36733970619323% -10.1451527361025% 0%
IXN -13.3095455233244% -2.01025839505291% 1.67276943089245% 2.17753082003106% -0.0596572195205329% 0.179127480947361%
IXP 2.75034122802341% -4.17969401421996% -4.33471250237336% -6.61381836557659% -6.55476370536142% -3.79934284748766%
WOOD -27.408459058947% -9.98266730567796% -9.89719687875291% -7.90167231246184% -8.33474093435555% 0%
JXI -15.4359640229256% -2.77132310552206% -8.00361581745248% -5.91342171488504% -7.2817631602181% 0%
Alpha
  1 year 3 year 5 year 10 year 15 year 20 year
IXN -13.4% -2.1% 3.4% 4.1% 1.3% 1.2%
Peer Group* average
60% Equity / 40% Bonds -4.7% -4.3% -2.8% -1.1% -0.2% 0.4%
Global Equities (ACWI) -4.3% -3.3% -3.5% -3.2% -4.4%  
U.S. Equities (SPY) 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
U.S. Bonds (BND) -9.2% -9.2% -5.9% -2.1% -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 -49.2483216178447% -29.5274442030853% -13.7506888677147% -10.0117868485214% -18.136206974037% 0%
RXI -14.9272594781246% -9.89511283791592% -7.81825140649759% -5.08604928562686% -3.69474310753633% 0%
KXI -6.79476041070902% -4.11381664150521% -4.93690119960125% -2.91754586923423% -1.14242794301915% 0%
IXC -2.58346892742352% 12.0947337246843% -3.95414498210392% -8.37432063224743% -10.7332920921527% -5.16820175227295%
IXG 10.0261797524672% 2.25958323014046% -4.07884380008196% -4.9153095458808% -7.32187533607248% -7.76119520901235%
IXJ -12.8387111089121% -4.70074304078934% -3.30474587972163% -2.19792986731295% 0.53123419524224% 1.00806461745013%
EXI -3.17446829899859% -1.18944168433424% -5.51974058683797% -4.4821472273395% -4.90729042632112% 0%
IGF 6.25660211690357% 0.328467067732062% -7.64235913202572% -5.2726617653077% -5.03335188563943% 0%
MXI -18.2452147558435% -7.6310874279425% -7.0484403522753% -6.70133179594215% -10.7299485582868% 0%
IXN -13.4280521122163% -2.12496048501665% 3.35728336550396% 4.06334879259652% 1.34706267870946% 1.20719704784562%
IXP 8.54774174686735% -3.36299209959099% -2.5340442133834% -4.59354882118348% -3.91909062105164% -1.92792842620552%
WOOD -30.3344415728109% -10.4221007753419% -9.25489863792615% -7.51974556176626% -7.9954633593709% 0%
JXI 11.450392040005% -0.922407132779464% -4.0324144093972% -1.18950141746106% -2.1953381620002% 0%
Sharpe
  1 year 3 year 5 year 10 year 15 year 20 year
IXN 1.44 0.33 0.80 0.88 0.88 0.65
Peer Group* average
60% Equity / 40% Bonds 1.99 0.08 0.48 0.62 0.82 0.63
Global Equities (ACWI) 2.09 0.22 0.52 0.54 0.59  
U.S. Equities (SPY) 2.54 0.40 0.71 0.75 0.88 0.63
U.S. Bonds (BND) 0.29 -0.82 -0.43 -0.09 0.20 0.30
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 -0.47355277664742 -0.715206494712361 0.172026800479289 0.196290651325047 0.0344733446493017 0
RXI 1.14029204626874 -0.0236102388336966 0.364095553133362 0.454843505365677 0.640088968186694 0
KXI 0.796685542533172 0.0216344805843958 0.231595600453523 0.340652784214236 0.588080210247603 0
IXC 0.4919176139866 0.687521160911989 0.411485831660901 0.241257729046358 0.249434578777209 0.283374828587149
IXG 2.56247310261422 0.457871882371929 0.461685769458068 0.419600676298787 0.432367546432446 0.25512817953356
IXJ 0.59693445356951 0.0170354638929379 0.378794154204676 0.458473873176077 0.74663888684567 0.573660154483869
EXI 1.70599940940154 0.338524818135047 0.445965444644308 0.482356922377722 0.583923218952104 0
IGF 1.56184725135454 0.344015774653088 0.257570460239706 0.282376089473209 0.405053763481862 0
MXI 0.190421431870114 0.0323716549141379 0.346217335936181 0.330620053272515 0.267921725051462 0
IXN 1.43598322969564 0.331371755315703 0.800164461374494 0.880024564147369 0.883658416471203 0.652383704112746
IXP 2.76102918525027 0.195108145569391 0.499782489827071 0.356945331372102 0.472579648537564 0.395384945823774
WOOD 0.213340939092196 -0.104704397020428 0.240700923759417 0.302713432118903 0.382478651037185 0
JXI 1.26110995370974 0.256094119420683 0.312412815853449 0.392353940490026 0.421349286275573 0
Sortino
  1 year 3 year 5 year 10 year 15 year 20 year
IXN 2.91 0.49 1.29 1.46 1.46 1.01
Peer Group* average
60% Equity / 40% Bonds 3.66 0.10 0.70 0.91 1.27 0.92
Global Equities (ACWI) 4.10 0.30 0.76 0.79 0.88  
U.S. Equities (SPY) 5.39 0.58 1.08 1.14 1.39 0.92
U.S. Bonds (BND) 3.66 0.10 0.70 0.91 1.27 0.92
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 -0.633913655573822 -0.894046246357876 0.258994349403067 0.295970605993328 0.0482919945209379 0
RXI 2.26907008538147 -0.0352702533195197 0.56688450914498 0.707834806043031 1.02499509716001 0
KXI 1.25939676689479 0.0304728633462614 0.336347015717544 0.496460048951206 0.903730609082997 0
IXC 1.07165740440941 1.19359622619625 0.62955754870533 0.364225028385929 0.373527120799591 0.42135427138386
IXG 6.6880657222284 0.688356087410089 0.673501374568747 0.611453427168084 0.63543622023888 0.355349471338658
IXJ 0.894398937089398 0.0243383180150999 0.588818926390682 0.687653337315556 1.1849831134408 0.870765966868706
EXI 3.6518163708722 0.519275050097396 0.667704515518604 0.723198265706535 0.893943042383695 0
IGF 3.18792131816077 0.484767172402134 0.338992802819646 0.380115829657277 0.567592006235222 0
MXI 0.281477681348694 0.0468495328674496 0.520861187888335 0.499248880901246 0.398753467595781 0
IXN 2.90517227534017 0.493516329472887 1.29031831683238 1.45665880667331 1.4610116792982 1.00556227015612
IXP 6.65295325871662 0.275810849914822 0.733220769849172 0.519949152677582 0.713659067121972 0.569646026881751
WOOD 0.303366000037042 -0.136749467757694 0.340726199918746 0.434348120948025 0.556721928141409 0
JXI 2.48182769586761 0.362081303193536 0.436600294103146 0.562299474459205 0.61654049406044 0


  Compare: Risk & Volatility

for period ending November 30, 2024

Maximum Drawdown
  1 year 3 year 5 year 10 year 15 year 20 year
IXN 5.8% 34.3% 34.3% 34.3% 34.3% 52.3%
Peer Group* average
60% Equity / 40% Bonds 3.6% 20.7% 20.7% 20.7% 20.7% 32.2%
Global Equities (ACWI) 3.6% 25.7% 25.7% 25.7% 25.7%  
U.S. Equities (SPY) 4.0% 23.9% 23.9% 23.9% 23.9% 50.8%
U.S. Bonds (BND) 3.1% 15.5% 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 19.9% 43.1% 56.7% 56.7% 69.3% 0%
RXI 4.8% 31.6% 31.6% 31.6% 31.6% 0%
KXI 4.6% 16.4% 16.4% 16.4% 16.4% 0%
IXC 5% 16.1% 48.6% 54.4% 59.7% 59.7%
IXG 3.5% 23% 31.3% 33.2% 33.2% 74%
IXJ 8.7% 16% 16% 16% 16% 36.9%
EXI 3.5% 26.4% 27% 27% 27% 0%
IGF 3.6% 17% 29.6% 29.6% 29.6% 0%
MXI 7.4% 25.9% 26.6% 30% 41.2% 0%
IXN 5.8% 34.3% 34.3% 34.3% 34.3% 52.3%
IXP 2.8% 36.3% 41% 41% 41% 45%
WOOD 6.5% 27.6% 28.2% 37.8% 37.8% 0%
JXI 5.1% 15.7% 18.6% 18.6% 18.6% 0%
Standard Deviation
  1 year 3 year 5 year 10 year 15 year 20 year
IXN 18.2% 27.0% 27.6% 23.1% 21.5% 21.6%
Peer Group* average
60% Equity / 40% Bonds 9.4% 13.7% 14.0% 11.3% 10.5% 10.7%
Global Equities (ACWI) 11.0% 18.0% 19.4% 16.2% 16.4%  
U.S. Equities (SPY) 12.4% 19.4% 21.0% 17.3% 16.6% 16.6%
U.S. Bonds (BND) 6.5% 7.5% 6.4% 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 25.5% 25.1% 37.3% 29.5% 28.8% 0%
RXI 16.8% 22.8% 24.4% 20% 19.6% 0%
KXI 9.9% 14.3% 14.6% 12.9% 12.9% 0%
IXC 11.8% 28.6% 36.3% 27.7% 25.6% 25.8%
IXG 14.9% 21.2% 24.8% 20.7% 20.7% 23.3%
IXJ 12.7% 15% 15.8% 14.6% 14.3% 14.6%
EXI 15% 21.9% 23.5% 19.4% 19.3% 0%
IGF 14.1% 18.3% 20.7% 16.2% 15.9% 0%
MXI 16.1% 23.1% 24.6% 21.3% 21.5% 0%
IXN 18.2% 27% 27.6% 23.1% 21.5% 21.6%
IXP 12.1% 20.7% 20.6% 16.9% 16% 16.4%
WOOD 18.7% 21.6% 23.9% 22.4% 21.5% 0%
JXI 18% 18.8% 18.7% 15.4% 14.7% 0%
Downside Deviation
  1 year 3 year 5 year 10 year 15 year 20 year
IXN 8.5% 17.1% 16.3% 13.4% 12.5% 13.6%
Peer Group* average
60% Equity / 40% Bonds 4.7% 9.2% 9.0% 7.1% 6.5% 7.0%
Global Equities (ACWI) 5.1% 11.8% 12.6% 10.5% 10.5%  
U.S. Equities (SPY) 5.4% 12.5% 13.1% 10.8% 10.2% 11.0%
U.S. Bonds (BND) 3.9% 5.4% 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 19% 19.3% 24% 19% 20.2% 0%
RXI 8% 14.2% 15% 12.4% 11.8% 0%
KXI 5.8% 9.1% 9.4% 8.4% 8.1% 0%
IXC 4.8% 15.4% 23.2% 18% 16.8% 17%
IXG 5.2% 13.1% 16.5% 13.8% 13.8% 16.5%
IXJ 8% 9.6% 9.6% 9.4% 8.7% 9.3%
EXI 6.3% 13.1% 15.1% 12.5% 12.3% 0%
IGF 6.3% 11.9% 15.2% 11.6% 11% 0%
MXI 10.4% 15% 15.7% 13.7% 14.1% 0%
IXN 8.5% 17.1% 16.3% 13.4% 12.5% 13.6%
IXP 4.4% 13.6% 13.3% 11.1% 10.2% 11%
WOOD 12.8% 15.6% 16.2% 15.1% 14.4% 0%
JXI 8.6% 12.2% 12.7% 10.3% 9.7% 0%
Beta
  1 year 3 year 5 year 10 year 15 year 20 year
IXN 1.28 1.27 1.15 1.15 1.14 1.15
Peer Group* average
60% Equity / 40% Bonds 0.78 0.74 0.70 0.67 0.65 0.65
Global Equities (ACWI) 0.90 0.94 0.94 0.94 0.99  
U.S. Equities (SPY) 1.00 1.00 1.00 1.00 1.00 1.00
U.S. Bonds (BND) 0.78 0.74 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 1.13623849532363 0.983281825809927 1.12713083195796 1.05906941692742 1.19815250232619 0
RXI 1.12551829079534 1.13119859096788 1.11613817335665 1.09129595232116 1.10448646210283 0
KXI 0.496819667798336 0.566070906733828 0.59453501686419 0.587885670665836 0.619210011057128 0
IXC 0.273723531754519 0.572651810810731 1.0071946004881 1.0241595463079 1.09987512312599 1.04590423228161
IXG 0.839626183901264 0.884718766113157 0.998341823194968 1.0227968900888 1.10434374582504 1.24852882125014
IXJ 0.686180006506425 0.635928932993092 0.654362373512245 0.701362407838162 0.699202616169804 0.697266797599851
EXI 0.923194475899652 1.06071774386459 1.06715826340939 1.06720681224713 1.11001897536871 0
IGF 0.490650314576969 0.754195500602168 0.876646341134277 0.768711751594182 0.801596689926539 0
MXI 0.702125158400779 0.967487390255486 1.02017916544144 1.0355205296471 1.12241669413246 0
IXN 1.28217915257609 1.27157459928 1.14579558014488 1.14595613783344 1.13990356942986 1.14980742322945
IXP 0.762935479734414 0.899797000563353 0.86427469520828 0.829057694520098 0.799505221486447 0.796262608198246
WOOD 1.14044637850373 0.940727976473398 0.993434939803468 1.06667204011137 1.09523729259929 0
JXI 0.310656873586028 0.695675899653506 0.664605232056218 0.54691792547491 0.575282351819047 0


  Compare: Correlation

for period ending November 30, 2024

  1 year 3 year 5 year 10 year 15 year 20 year
to Global Stocks (ACWI) 0.76 0.90 0.90 0.89 0.89
to S&P500 (SPY) 0.84 0.92 0.92 0.91 0.91 0.91
to U.S. Bonds (BND) 0.42 0.72 0.65 0.45 0.31 0.27
to Commodities (DBC) -0.21 0.00 0.25 0.29 0.39 0.38
to Gold (GLD) -0.46 0.24 0.24 0.08 0.09 0.06


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