iShares Global Tech ETF

for period ending April 30, 2024

Quick Links

Overview

IXN is the Ingredient ID for this portfolio ingredient

This Ingredient ID appears in the scatterplots and comparisons below.

For how to compare portfolio recipes based on risk and return, see the article "How to Choose"
For how to invest by buying the underlying portfolio ingredients, see the article "How to Invest"
For how to keep the mix of ingredients up-to-date, see the article "How to Rebalance Your Portfolio"

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

Since this is an exchange-traded fund, you can purchase this directly through your broker using the ticker IXN. 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 "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 April 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	3.4%	-5.8%	31.1%	10.2%	19.4%	18.6%	17.7%	12.4%
Peer Group* average
60% Equity / 40% Bonds	1.9%	-3.6%	12.4%	2.4%	7.5%	7.7%	9.7%	7.4%
Global Equities (ACWI)	4.4%	-3.6%	17.0%	4.2%	9.4%	8.1%	10.5%
U.S. Equities (SPY)	5.9%	-4.0%	22.4%	7.9%	13.1%	12.3%	14.5%	9.9%
U.S. Bonds (BND)	-3.1%	-2.4%	-1.4%	-3.6%	-0.2%	1.2%	2.3%	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	-15.028901734104%	-5.36480686695279%	-28.2279886154099%	-16.154743086353%	6.59836059711683%	4.13807513020539%	-0.923705417861131%	0%
RXI	0.509241795548854%	-4.77126518942101%	12.3053554938892%	-0.992992275401161%	7.03154266706909%	8.37669432617048%	12.1393116025023%	0%
KXI	1.31556754933377%	-1.572996886777%	-3.99718003747109%	2.55300418907178%	5.13207607137158%	5.51864624036169%	9.64576435958122%	0%
IXC	10.2787010994631%	0.419091967403951%	13.6613185659868%	25.3913149713988%	10.1654600341316%	3.23993047953393%	6.41268771308781%	6.93357632922142%
IXG	6.38594633667096%	-3.51602895553257%	20.1670861643825%	5.66451806093569%	7.710104515389%	6.72781562659108%	9.15173225106221%	4.48622357441504%
IXJ	2.99815498154981%	-4.11164787976384%	4.92072743583216%	5.25608250082497%	9.89023462564038%	8.67992831108579%	12.5334755653659%	8.49857254768236%
EXI	5.81495723142116%	-3.47197365595246%	19.8474622014113%	6.06025999688604%	9.51852538413118%	8.37813528007048%	11.5850581266271%	0%
IGF	0.552603613177483%	-0.650986980260382%	-0.0623539025857989%	3.30295580339202%	3.6767486469732%	3.90699080895378%	7.40192114385463%	0%
MXI	-0.531187648483278%	-2.95233814357371%	7.74968509567866%	1.93673866216193%	9.19908005751424%	6.00520317618771%	7.5256803158265%	0%
IXN	3.37342329128776%	-5.78799625718487%	31.0524640518151%	10.1831258355889%	19.4035609266473%	18.5542151560918%	17.6645749601755%	12.3870292614441%
IXP	9.57391347466976%	-2.82861896838602%	26.5366998121918%	0.129476942051165%	8.31662140387297%	5.36560437751368%	8.09897849111767%	6.55515568274998%
WOOD	-2.68142681426813%	-6.23370466935291%	13.6497425380591%	-3.20829232519979%	6.05155541388707%	6.43670814824033%	8.90748034080768%	0%
JXI	1.64242942686053%	0.61289016920103%	-1.40399393239733%	1.52540590333405%	5.13608817074962%	5.48351511183505%	6.64098704814835%	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 April 30, 2024

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	16°	46°	33°	30°	37°	54°
Risk-Return Magnitude	19.3	11.3	14.2	12.5	10.1	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	2.2%	0.7%	3.1%	2.9%	0.0%	0.2%
Peer Group* average
60% Equity / 40% Bonds	-8.2%	-6.2%	-3.6%	-1.9%	-0.5%	0.5%
Global Equities (ACWI)	-5.4%	-3.8%	-3.5%	-4.0%	-4.4%
U.S. Equities (SPY)	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%
U.S. Bonds (BND)	-30.4%	-22.7%	-19.0%	-12.5%	-9.7%	-3.9%
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	-36.2610079714794%	-16.2839429660467%	-8.11850603101716%	-9.16210679149621%	-14.389735287268%	0%
RXI	-11.9857783206994%	-7.9305539042158%	-6.76972231811356%	-4.95444457149681%	-4.11667079150047%	0%
KXI	-28.7465874823501%	-5.92727352216356%	-7.17061752820072%	-5.82451781114418%	-3.12130629168413%	0%
IXC	-9.90221355311512%	11.3222615874124%	-5.97552054114445%	-9.64560211836207%	-10.099297666006%	-4.93759909535245%
IXG	-3.91800965338746%	-2.38676818194428%	-6.21443873918547%	-6.46733693316706%	-7.33049714442997%	-6.30413644410819%
IXJ	-17.5983198905688%	-2.45614529200474%	-1.36224043874798%	-2.65126104491876%	-0.520144419250697%	-0.539283335993687%
EXI	-5.66479654076949%	-2.07945757911404%	-4.473325446559%	-4.78058736708056%	-4.61683897470023%	0%
IGF	-22.1901313078823%	-4.722498470685%	-9.44501447698144%	-8.37865896585864%	-7.34641012467698%	0%
MXI	-15.3574900366539%	-5.53447306065603%	-5.0829009091408%	-7.22474898731708%	-8.8402873487003%	0%
IXN	2.20796437586883%	0.714979248327286%	3.09724151356517%	2.88578502021639%	0.0348959220763039%	0.207581064885195%
IXP	7.79801499393605%	-7.48328134158655%	-4.78241578767739%	-7.00807439210415%	-6.49540379652732%	-3.46017629425307%
WOOD	-10.5207775618755%	-10.1189683376669%	-7.73780823660166%	-7.06344786561476%	-7.70145023616113%	0%
JXI	-23.9678328139406%	-6.57163245726038%	-7.69206733587728%	-6.48825628786127%	-7.44462605454276%	0%

Alpha
	1 year	3 year	5 year	10 year	15 year	20 year
IXN	6.4%	1.3%	4.7%	4.8%	1.5%	1.2%
Peer Group* average
60% Equity / 40% Bonds	-6.3%	-4.5%	-2.4%	-1.1%	-0.2%	0.4%
Global Equities (ACWI)	-5.1%	-3.5%	-3.2%	-3.6%	-4.1%
U.S. Equities (SPY)	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%
U.S. Bonds (BND)	-13.2%	-8.9%	-4.9%	-2.0%	-0.0%	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	-57.2133760344669%	-24.4306598804655%	-7.64511285561152%	-9.04689390040519%	-18.2235899987184%	0%
RXI	-14.8728087983214%	-9.36337894035998%	-7.28352431999504%	-4.9617791252206%	-3.7577986797459%	0%
KXI	-20.1438933685794%	-3.77485638895266%	-3.72782807139351%	-2.54538310528393%	0.0031386514864451%	0%
IXC	2.63660228725962%	19.0575290186711%	-3.43006077755086%	-9.49541801384262%	-9.61780225819601%	-3.44502434716968%
IXG	-2.71122514714017%	-1.77468633967218%	-5.45809400689186%	-5.80769903052193%	-7.16315149044706%	-7.50710576627773%
IXJ	-12.7919201705707%	-1.49683839548136%	0.239857615052122%	-0.605077977547499%	1.79703091891763%	1.0385965716974%
EXI	-6.26807254330815%	-2.10082650114955%	-4.43765305891655%	-4.72827747686722%	-4.56664305251021%	0%
IGF	-19.9422402245732%	-3.64460800694418%	-7.86882512744448%	-6.01301378034099%	-4.77896043380104%	0%
MXI	-16.5631040499767%	-6.01985659446674%	-4.55940613706738%	-6.82571509281403%	-9.25987115247131%	0%
IXN	6.43713540880968%	1.30624985639271%	4.70155499117003%	4.77435422010247%	1.45904371092693%	1.18626957865228%
IXP	7.57001532602014%	-7.36442572578773%	-3.354293951049%	-5.07027752644329%	-3.81648108797836%	-1.67223604509029%
WOOD	-8.973962969634%	-10.7927436759588%	-7.69766897554139%	-6.76443753828174%	-7.34355056450759%	0%
JXI	-17.7434004926404%	-5.37671593689001%	-4.16302003327702%	-2.10434475889105%	-2.37899197856428%	0%

Sharpe
	1 year	3 year	5 year	10 year	15 year	20 year
IXN	1.20	0.34	0.76	0.89	0.92	0.62
Peer Group* average
60% Equity / 40% Bonds	0.61	-0.07	0.39	0.58	0.85	0.60
Global Equities (ACWI)	0.78	0.07	0.42	0.48	0.64
U.S. Equities (SPY)	1.09	0.27	0.59	0.71	0.91	0.59
U.S. Bonds (BND)	-0.84	-0.95	-0.41	-0.10	0.24	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	-1.31680749793782	-0.60803480739996	0.265667153628722	0.213858968498843	0.0630415679995046	0
RXI	0.41299856380503	-0.130932020719389	0.283331967545617	0.430440452070028	0.667101783786912	0
KXI	-0.71179525963422	-0.0566143421110599	0.218870901365086	0.347297364136734	0.705700953651481	0
IXC	0.528356994019796	0.848829832509421	0.37314561149055	0.181534491826207	0.326447303967762	0.332229034214874
IXG	0.871133721087104	0.158887612262027	0.314928191227836	0.343748299173714	0.480228489762135	0.236900030354155
IXJ	0.0293660904699772	0.131728786895112	0.514615800618702	0.549813875915831	0.872099464609297	0.555422715221443
EXI	0.77642778065885	0.177113133271565	0.394462226651787	0.439582735344609	0.638199590769333	0
IGF	-0.253980255490649	0.0202349948111866	0.135362819995498	0.207948601635793	0.458872642624503	0
MXI	0.208382007968157	0.00438069983838126	0.370960195887846	0.300267745764654	0.390443996388012	0
IXN	1.20437542428749	0.340859881776459	0.75510301749355	0.886973155067044	0.916018797083249	0.623227059614795
IXP	1.51842890146701	-0.115162702783505	0.363271021840489	0.292802835426837	0.509044137739382	0.383114291018983
WOOD	0.496273488847801	-0.253081279906592	0.242721255166303	0.314678075781356	0.458294007781581	0
JXI	-0.37719645423572	-0.0750577928809325	0.208208744593836	0.316476589306555	0.443254472496543	0

Sortino
	1 year	3 year	5 year	10 year	15 year	20 year
IXN	2.46	0.50	1.19	1.45	1.51	0.95
Peer Group* average
60% Equity / 40% Bonds	1.09	-0.10	0.57	0.85	1.33	0.87
Global Equities (ACWI)	1.51	0.10	0.62	0.70	0.99
U.S. Equities (SPY)	2.15	0.39	0.90	1.09	1.44	0.87
U.S. Bonds (BND)	1.09	-0.10	0.57	0.85	1.33	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	-1.46980611580511	-0.794465762637806	0.40661434250956	0.324758155829112	0.0887524968219884	0
RXI	0.745622285096588	-0.195701992609318	0.434875606220773	0.665449318637655	1.07833118848568	0
KXI	-0.834239624517648	-0.0791912629360487	0.318368449163809	0.507367730672768	1.12499576359161	0
IXC	0.814411200437248	1.47755524787693	0.566184340132477	0.270745346526217	0.496565344449489	0.496421455010159
IXG	1.69915478708149	0.230376943870782	0.451139925198037	0.494835480251819	0.730121895112836	0.328838537418883
IXJ	0.0417195976576315	0.189536080488195	0.829126108577294	0.832415776293298	1.42520923569034	0.842925658406059
EXI	1.56919581980337	0.267354136315884	0.587921698390529	0.655900457056101	0.992379380904631	0
IGF	-0.373608767033166	0.0272457182098685	0.175680974266973	0.276208711102541	0.664849359917448	0
MXI	0.33511530649204	0.00632269324215642	0.563422172789672	0.452797155108929	0.608552836775496	0
IXN	2.46325019685482	0.500011439380674	1.19426252618174	1.45485033653478	1.51435060587873	0.950163837272073
IXP	3.27481256548696	-0.156409774370863	0.523541420684917	0.42187991813399	0.776980826596954	0.551828072505338
WOOD	0.826079937429759	-0.325261925480384	0.342546551763757	0.452470777239836	0.685893777256869	0
JXI	-0.500420603217686	-0.0996352765418719	0.284274717543108	0.444235972657802	0.648530802746464	0

Compare: Risk & Volatility

for period ending April 30, 2024

Maximum Drawdown
	1 year	3 year	5 year	10 year	15 year	20 year
IXN	8.7%	34.3%	34.3%	34.3%	34.3%	52.3%
Peer Group* average
60% Equity / 40% Bonds	7.3%	20.7%	20.7%	20.7%	20.7%	32.2%
Global Equities (ACWI)	9.4%	25.7%	25.7%	25.7%	25.7%
U.S. Equities (SPY)	8.3%	23.9%	23.9%	23.9%	23.9%	50.8%
U.S. Bonds (BND)	4.9%	16.5%	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	29.3%	47.4%	55.2%	55.2%	70.8%	0%
RXI	14.1%	31.6%	31.6%	31.6%	31.6%	0%
KXI	9.5%	16.4%	16.4%	16.4%	16.4%	0%
IXC	4.5%	16.1%	48.8%	59.7%	59.7%	59.7%
IXG	8.8%	23.6%	31.3%	33.2%	33.2%	74%
IXJ	7.8%	16%	16%	16%	16%	36.9%
EXI	11.7%	26.4%	27%	27%	27%	0%
IGF	11.9%	17%	29.6%	29.6%	29.6%	0%
MXI	11.5%	25.9%	26.6%	34.1%	41.2%	0%
IXN	8.7%	34.3%	34.3%	34.3%	34.3%	52.3%
IXP	6.9%	41%	41%	41%	41%	45%
WOOD	7.3%	27.6%	28.2%	37.8%	37.8%	0%
JXI	10.8%	15.7%	18.6%	18.6%	18.6%	0%

Standard Deviation
	1 year	3 year	5 year	10 year	15 year	20 year
IXN	25.0%	26.7%	27.6%	22.7%	21.4%	21.5%
Peer Group* average
60% Equity / 40% Bonds	12.9%	13.2%	13.9%	11.1%	10.6%	10.6%
Global Equities (ACWI)	16.7%	17.6%	19.5%	16.0%	17.0%
U.S. Equities (SPY)	17.5%	19.1%	20.9%	17.1%	16.8%	16.5%
U.S. Bonds (BND)	7.1%	7.0%	6.3%	5.0%	4.5%	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	19.4%	25.4%	36.6%	29%	29%	0%
RXI	22.2%	22%	24.1%	19.8%	19.8%	0%
KXI	11.2%	13.7%	14.3%	12.7%	13.3%	0%
IXC	19%	31.4%	36.6%	27.7%	26.4%	26.1%
IXG	19.4%	20.4%	24.4%	20.1%	21.7%	23.1%
IXJ	12.2%	15.1%	16%	14.5%	14.6%	14.4%
EXI	21.9%	21.3%	23.6%	19.1%	19.8%	0%
IGF	15.5%	16.7%	19.8%	15.8%	16.5%	0%
MXI	21.5%	22.9%	25.2%	21.1%	22.9%	0%
IXN	25%	26.7%	27.6%	22.7%	21.4%	21.5%
IXP	15.3%	19.4%	20.1%	16.5%	16.2%	16.4%
WOOD	20.8%	20.2%	25.5%	22.3%	22.5%	0%
JXI	14.1%	17%	17.4%	14.8%	14.6%	0%

Downside Deviation
	1 year	3 year	5 year	10 year	15 year	20 year
IXN	11.8%	17.3%	16.7%	13.3%	12.6%	13.7%
Peer Group* average
60% Equity / 40% Bonds	6.6%	9.1%	9.0%	7.1%	6.5%	7.0%
Global Equities (ACWI)	8.0%	11.7%	12.7%	10.4%	10.6%
U.S. Equities (SPY)	8.3%	12.5%	13.2%	10.8%	10.2%	11.0%
U.S. Bonds (BND)	4.2%	5.2%	4.3%	3.3%	2.9%	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	17.4%	18.7%	23.2%	18.6%	20.3%	0%
RXI	11.6%	13.8%	15.1%	12.3%	11.9%	0%
KXI	9.1%	8.9%	9.2%	8.3%	8%	0%
IXC	12.1%	17.1%	23.6%	18.2%	17.1%	17.1%
IXG	9.2%	13.2%	16.5%	13.6%	14%	16.4%
IXJ	8%	9.8%	9.4%	9.2%	8.7%	9.2%
EXI	10.1%	13.1%	15.3%	12.4%	12.4%	0%
IGF	10%	11.5%	14.8%	11.5%	11.1%	0%
MXI	12.8%	15.1%	16%	13.5%	14.4%	0%
IXN	11.8%	17.3%	16.7%	13.3%	12.6%	13.7%
IXP	6.3%	13.4%	13.3%	11%	10.2%	11%
WOOD	11.9%	14.9%	17.5%	15%	14.7%	0%
JXI	10.2%	12%	12.1%	10.1%	9.7%	0%

Beta
	1 year	3 year	5 year	10 year	15 year	20 year
IXN	1.13	1.26	1.16	1.14	1.13	1.15
Peer Group* average
60% Equity / 40% Bonds	0.79	0.72	0.69	0.67	0.65	0.65
Global Equities (ACWI)	0.98	0.93	0.94	0.94	1.00
U.S. Equities (SPY)	1.00	1.00	1.00	1.00	1.00	1.00
U.S. Bonds (BND)	0.79	0.72	0.69	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	1.38068131813868	1.09217341387741	1.11108921321235	1.0838324008069	1.21185914165522	0
RXI	1.27557459192239	1.1178470003354	1.11808195652839	1.09848716185025	1.10596279583407	0
KXI	0.633993771760789	0.562760287335227	0.58526074758437	0.594946497593212	0.633807680036459	0
IXC	0.336102308405761	0.56437059566292	1.04780184317511	1.04090802442839	1.11603171546685	1.05523404447399
IXG	1.02549840415239	0.864784429615229	1.00606406460712	1.02183028644581	1.13750078648636	1.25079169358329
IXJ	0.725067321396751	0.678276723776942	0.662468471916769	0.711510732342582	0.716380784402909	0.701763274020671
EXI	1.21377286348147	1.06096658033442	1.08302829573826	1.07633278996	1.12518202852647	0
IGF	0.851112281169816	0.731173818236959	0.847577708746552	0.772132754247956	0.825422269505439	0
MXI	1.10892654688463	1.00539305706047	1.06371913378782	1.05003188039054	1.17303179985913	0
IXN	1.12652201456386	1.25549297235416	1.15587537977999	1.14062554510608	1.12924569559374	1.15480463242494
IXP	0.798001155093869	0.879649493791543	0.859820175994811	0.821382533085725	0.805385389890603	0.794703978945343
WOOD	1.01069072372895	0.90425743935959	1.06281450704073	1.08537675389887	1.13268049427687	0
JXI	0.645200663802801	0.718824289884224	0.628159052469816	0.549487547058743	0.586803676355024	0

Compare: Correlation

for period ending April 30, 2024


	1 year	3 year	5 year	10 year	15 year	20 year
to Global Stocks (ACWI)	0.79	0.90	0.91	0.90	0.89
to S&P500 (SPY)	0.85	0.93	0.93	0.91	0.91	0.91
to U.S. Bonds (BND)	0.68	0.75	0.61	0.47	0.32	0.25
to Commodities (DBC)	-0.40	-0.01	0.30	0.29	0.39	0.38
to Gold (GLD)	0.06	0.25	0.26	0.11	0.11	0.07

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