S&P Global Timber & Forestry Index Fund
for period ending January 31, 2025
Quick Links

Overview
WOOD 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 S&P Global Timber & Forestry Index Fund 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, Timber and Forestry
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 or related to the timber and forestry 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 Timber & Forestry IndexTM (the "underlying index"), which is comprised of approximately 25 of the largest publicly-traded companies engaged in the ownership, management or upstream supply chain of forests and timberlands. 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 WOOD. 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 "WOOD" 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 January 31, 2025
5-year graph
●
WOOD
●
Global equities (ACWI)
●
U.S. equities (SPY)
●
U.S. bonds (BND)
●
60% Equity / 40% Bonds (s.6040)
|
YTD |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
WOOD |
5.2% |
5.2% |
7.6% |
-1.7% |
6.9% |
5.9% |
7.3% |
|
Peer Group* average |
|
|
|
|
|
|
|
|
60% Equity / 40% Bonds |
2.1% |
2.1% |
16.1% |
6.2% |
8.5% |
8.5% |
9.5% |
7.8% |
Global Equities (ACWI) |
3.1% |
3.1% |
20.8% |
8.2% |
11.1% |
9.9% |
9.8% |
|
U.S. Equities (SPY) |
2.7% |
2.7% |
26.2% |
11.8% |
15.1% |
13.6% |
14.3% |
10.5% |
U.S. Bonds (BND) |
0.6% |
0.6% |
2.1% |
-1.6% |
-0.6% |
1.1% |
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 |
ICLN |
-0.0878734622144273% |
-0.0878734622144273% |
-16.3278880439195% |
-14.232368165991% |
-0.137742462901558% |
3.18462413858813% |
-1.31131413727139% |
0% |
RXI |
4.30702468131272% |
4.30702468131272% |
26.0435390687042% |
6.05421439686487% |
10.4356015944658% |
9.89811410666039% |
12.0431316718235% |
0% |
KXI |
1.54254436888372% |
1.54254436888372% |
5.7025139228692% |
1.53719396736587% |
4.59132851917261% |
5.4962089352051% |
7.97828232436326% |
0% |
IXC |
2.38344683080147% |
2.38344683080147% |
5.29709215006424% |
11.4349311264176% |
11.6182859230887% |
5.22207936206893% |
4.69648968072529% |
5.53351465768834% |
IXG |
6.31680313149032% |
6.31680313149032% |
32.0143564413734% |
11.2684131700845% |
11.9909175882824% |
9.55862312488573% |
8.77119028826483% |
4.96185540978171% |
IXJ |
6.33942072816098% |
6.33942072816098% |
4.3770102619594% |
4.20986605814575% |
7.5932552588913% |
7.741050519759% |
10.7717034207006% |
8.82597061450876% |
EXI |
4.63782482475397% |
4.63782482475397% |
18.4415251861707% |
10.2883893440001% |
10.7201351219576% |
9.74155244666308% |
10.4768445091934% |
0% |
IGF |
1.76009183087813% |
1.76009183087813% |
21.1915669903987% |
7.26876451651985% |
4.77551196387211% |
5.17122213515593% |
6.50688918770201% |
0% |
MXI |
4.85817245817246% |
4.85817245817246% |
1.88811169087166% |
1.11263494529252% |
8.42814887438337% |
6.9203695438786% |
5.21915156911674% |
0% |
IXN |
-1.30973451327434% |
-1.30973451327434% |
20.1881322182207% |
12.6536282164798% |
19.1811346634453% |
19.4813912738744% |
17.3164228165116% |
13.3041004962308% |
IXP |
7.44801903382641% |
7.44801903382641% |
35.7872897452929% |
10.7460876678624% |
12.5207574610204% |
8.0030600843185% |
8.67838014648645% |
7.31806963493824% |
WOOD |
5.18731988472623% |
5.18731988472623% |
7.56651490234475% |
-1.68068919968445% |
6.91936923532781% |
5.89398060547406% |
7.26986161108099% |
0% |
JXI |
2.32561764719637% |
2.32561764719637% |
20.0550050050446% |
4.74416076342725% |
4.22652228859184% |
6.36561109302027% |
6.3140254046989% |
0% |
|
|
|
|
|
|
WOOD |
20.3% |
17.0% |
-19.4% |
13.8% |
-4.2% |
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 |
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 January 31, 2025
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Maximum Drawdown vs. Annual Return
●
WOOD
●
Peer group
●
All other ingredients
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
Downside Deviation vs. Annual Return
●
WOOD
●
Peer group
●
All other ingredients
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
Standard Deviation vs. Annual Return
●
WOOD
●
Peer group
●
All other ingredients
●
S&P 500 (SPY)
●
U.S. Bonds (BND)
●
Balanced (60% Equity / 40% Bonds)
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
WOOD |
-19.7% |
-12.2% |
-8.8% |
-8.7% |
-8.5% |
|
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
-7.2% |
-5.4% |
-4.5% |
-2.3% |
-0.8% |
0.3% |
Global Equities (ACWI) |
-4.0% |
-3.5% |
-3.6% |
-3.5% |
-4.6% |
|
U.S. Equities (SPY) |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
U.S. Bonds (BND) |
-26.3% |
-21.9% |
-22.9% |
-14.6% |
-10.3% |
-4.8% |
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 |
ICLN |
-30.6923864300919% |
-18.3056210452492% |
-13.6305614623689% |
-10.9018227812082% |
-14.2504177856566% |
0% |
RXI |
-4.32646080013689% |
-5.87574171692458% |
-5.8732674106761% |
-4.96953608979374% |
-3.94270899988247% |
0% |
KXI |
-20.5226280171512% |
-11.4508190094012% |
-10.1087944872103% |
-7.32834219346328% |
-4.91832014798669% |
0% |
IXC |
-21.0326336639418% |
-1.8069525415703% |
-6.87388544147862% |
-9.64329829771411% |
-10.8133585959667% |
-6.39175842224984% |
IXG |
-0.182924286272936% |
-1.19444144099141% |
-4.62337710939633% |
-5.47831997755726% |
-7.16776533251741% |
-6.56503629119736% |
IXJ |
-21.7167220371996% |
-7.85856039437794% |
-6.61872878032671% |
-5.30289664206798% |
-2.47799047299% |
-0.882877052890891% |
EXI |
-10.8338454605522% |
-2.15065234237976% |
-5.41206281556364% |
-4.93691093479618% |
-5.27709452566254% |
0% |
IGF |
-7.06199835969501% |
-4.49633167421299% |
-10.3887389958371% |
-8.48574653272449% |
-7.8638336649592% |
0% |
MXI |
-23.3002419154664% |
-9.67377625946994% |
-7.61775803756304% |
-7.81105981379535% |
-10.0769997774122% |
0% |
IXN |
-10.5005253223227% |
-1.11178054932455% |
0.99456374829527% |
2.25453650001355% |
-0.052882255525537% |
0.40520036402361% |
IXP |
8.94392241391876% |
-1.69753495176233% |
-2.75318047016403% |
-5.79826373184205% |
-5.69212131593928% |
-3.30673600431002% |
WOOD |
-19.7105639116354% |
-12.1763602833266% |
-8.79712174396994% |
-8.730065114199% |
-8.50676707796767% |
0% |
JXI |
-11.7755437642001% |
-7.05598402809755% |
-10.8140155250018% |
-7.08120918981492% |
-7.69174229394868% |
0% |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
WOOD |
-21.2% |
-13.2% |
-8.1% |
-8.7% |
-8.2% |
|
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
-5.2% |
-4.0% |
-3.1% |
-1.4% |
-0.4% |
0.3% |
Global Equities (ACWI) |
-3.0% |
-3.3% |
-3.3% |
-3.1% |
-4.3% |
|
U.S. Equities (SPY) |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
0.0% |
U.S. Bonds (BND) |
-10.0% |
-9.1% |
-6.5% |
-2.7% |
-0.3% |
0.5% |
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 |
ICLN |
-40.9940815698949% |
-26.1184295724595% |
-16.7762400841922% |
-11.3133747077899% |
-17.974450033529% |
0% |
RXI |
1.90720294018995% |
-6.54479393153232% |
-5.90545815315318% |
-4.79812562573208% |
-3.52613129270875% |
0% |
KXI |
-12.3538240703373% |
-7.4565381245916% |
-5.78824447636294% |
-3.54153429757425% |
-1.4699422384481% |
0% |
IXC |
-12.6547687773857% |
1.28311592724719% |
-3.56239139487876% |
-8.7534805051087% |
-10.8759681438332% |
-5.49038258814646% |
IXG |
6.48607169594613% |
-0.198632343285832% |
-3.119382870714% |
-4.36016254640411% |
-6.85646535449991% |
-7.7750783117515% |
IXJ |
-18.6788540931254% |
-5.17346582721154% |
-3.55772106878181% |
-2.67366541142724% |
0.244441082564785% |
0.919157231718626% |
EXI |
-7.9737844843405% |
-1.97239758929649% |
-5.27412947432257% |
-4.77121584684499% |
-5.28831098996402% |
0% |
IGF |
3.15341536752102% |
-3.13226855744662% |
-8.90101644350234% |
-5.92403200821206% |
-5.24727526747983% |
0% |
MXI |
-20.7758467901135% |
-10.7114657805565% |
-6.99097254570163% |
-7.28684722618296% |
-10.5922930717365% |
0% |
IXN |
-7.02542358010828% |
-0.734096890905362% |
2.52701027875288% |
4.27274489392308% |
1.41227637520382% |
1.5086577156923% |
IXP |
14.7816519706606% |
-0.555058875302855% |
-0.949233641239498% |
-3.73631512279966% |
-2.95324878129096% |
-1.4127436476943% |
WOOD |
-21.2190850400488% |
-13.2194100632057% |
-8.11697397150476% |
-8.73064386067334% |
-8.20501352672713% |
0% |
JXI |
1.86490668377001% |
-5.18147240504983% |
-7.09452627731919% |
-2.25495063031185% |
-2.53730441183121% |
0% |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
WOOD |
0.23 |
-0.23 |
0.26 |
0.27 |
0.38 |
|
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
1.25 |
0.11 |
0.43 |
0.61 |
0.82 |
0.62 |
Global Equities (ACWI) |
1.51 |
0.23 |
0.50 |
0.56 |
0.60 |
|
U.S. Equities (SPY) |
1.80 |
0.41 |
0.67 |
0.76 |
0.88 |
0.62 |
U.S. Bonds (BND) |
-0.43 |
-0.80 |
-0.53 |
-0.17 |
0.18 |
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 |
ICLN |
-0.816495090887238 |
-0.584555930935659 |
0.0639634844920584 |
0.168797525134723 |
0.0386159317814454 |
0 |
RXI |
1.45600272196231 |
0.125995700124575 |
0.406412777359444 |
0.486680348441137 |
0.654141663585866 |
0 |
KXI |
0.123057492655239 |
-0.216336789544855 |
0.151921636781305 |
0.314739482774711 |
0.569336074810266 |
0 |
IXC |
0.0927799373075261 |
0.346160251957475 |
0.403126743933256 |
0.241351224129426 |
0.249727187909767 |
0.271601329912695 |
IXG |
1.76409062516479 |
0.364790928717087 |
0.472537709376905 |
0.46245208147957 |
0.462151447653958 |
0.252716263152865 |
IXJ |
0.0340016112151164 |
-0.0170286687784107 |
0.337279383127629 |
0.448654554480573 |
0.73039856218735 |
0.564338520966117 |
EXI |
0.954687145875897 |
0.314504262517331 |
0.426836930686023 |
0.487471123088564 |
0.572793568104591 |
0 |
IGF |
1.25493315366195 |
0.175588957259305 |
0.169144713061099 |
0.262880123413189 |
0.398147173827532 |
0 |
MXI |
-0.101289558446198 |
-0.080346024464574 |
0.322499099224835 |
0.32441411392494 |
0.27935295729236 |
0 |
IXN |
0.981200773346495 |
0.387716223099179 |
0.734697013206303 |
0.901634409968458 |
0.890487023636244 |
0.66283255999983 |
IXP |
2.44704016048547 |
0.3373883259048 |
0.54233325022025 |
0.425927807350129 |
0.534447985910297 |
0.423391087161574 |
WOOD |
0.226088657930094 |
-0.225087166112996 |
0.260617616685899 |
0.272619112330588 |
0.378319903128179 |
0 |
JXI |
0.884717323805242 |
0.0423285481111557 |
0.134045466521279 |
0.342400281630585 |
0.402307699458529 |
0 |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
WOOD |
0.32 |
-0.29 |
0.37 |
0.39 |
0.55 |
|
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
2.02 |
0.15 |
0.62 |
0.90 |
1.26 |
0.90 |
Global Equities (ACWI) |
2.65 |
0.32 |
0.73 |
0.83 |
0.91 |
|
U.S. Equities (SPY) |
3.57 |
0.60 |
1.03 |
1.17 |
1.40 |
0.92 |
U.S. Bonds (BND) |
2.02 |
0.15 |
0.62 |
0.90 |
1.26 |
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 |
ICLN |
-1.03026886862958 |
-0.750304805563892 |
0.0952877255726367 |
0.253522240319132 |
0.0543427854053584 |
0 |
RXI |
3.02084817608548 |
0.193211253956584 |
0.634446812135635 |
0.758391783261537 |
1.04828328823974 |
0 |
KXI |
0.168975941923725 |
-0.281817335615081 |
0.217678487144286 |
0.45569580971992 |
0.869861091311022 |
0 |
IXC |
0.139872366586678 |
0.542696972476448 |
0.617854951253977 |
0.363157407681048 |
0.37343282047137 |
0.402735467231511 |
IXG |
3.69259346649615 |
0.546266079214783 |
0.690947818284194 |
0.67704559988433 |
0.681528924697286 |
0.351962690404762 |
IXJ |
0.0478195853272459 |
-0.0239287282569999 |
0.517540156921323 |
0.670353568178655 |
1.15261639817073 |
0.853737133568502 |
EXI |
1.53605119732197 |
0.479435881435287 |
0.63527061355116 |
0.72790316530798 |
0.873976141356829 |
0 |
IGF |
2.33597926378283 |
0.240709679998005 |
0.221107379228723 |
0.352773726126861 |
0.557061514031362 |
0 |
MXI |
-0.134007312751489 |
-0.112829591206803 |
0.481115537627597 |
0.485850457035119 |
0.4171040216718 |
0 |
IXN |
1.95637264066293 |
0.5857476448581 |
1.18290539752389 |
1.49326635526541 |
1.47766760648625 |
1.02442423062423 |
IXP |
6.77142322795873 |
0.487564855785931 |
0.804172596814274 |
0.629544102924154 |
0.81802134885784 |
0.613785863679493 |
WOOD |
0.32256503219486 |
-0.285250083289993 |
0.370383632327177 |
0.390249219160054 |
0.549976124890673 |
0 |
JXI |
1.47581363030707 |
0.0564924299205753 |
0.182073778945549 |
0.484807639124388 |
0.584941611052832 |
0 |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
WOOD |
6.4 |
-2.1 |
6.6 |
5.1 |
6.3 |
|
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
20.5 |
7.8 |
11.6 |
12.1 |
14.0 |
11.4 |
Global Equities (ACWI) |
23.1 |
8.3 |
11.5 |
10.1 |
9.6 |
|
U.S. Equities (SPY) |
25.9 |
11.5 |
14.7 |
13.3 |
13.9 |
10.2 |
U.S. Bonds (BND) |
20.5 |
7.8 |
11.6 |
12.1 |
14.0 |
11.4 |
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 |
ICLN |
-17.9889343002773 |
-14.3962792193227 |
-0.425748903477983 |
2.64400529215853 |
-1.39375706668287 |
0 |
RXI |
28.4920560597455 |
5.07595442459002 |
9.11654002907279 |
8.75249752151485 |
10.6130949392756 |
0 |
KXI |
8.68211314195112 |
2.1429828697355 |
7.06899069837838 |
8.61769284539121 |
12.2432994571491 |
0 |
IXC |
8.08934730077295 |
15.0038049457563 |
11.1799921410806 |
4.74183482976001 |
3.94739101417292 |
4.91959916510974 |
IXG |
32.7445337288827 |
11.5417726765732 |
11.6183564373396 |
9.00084661154765 |
7.61327291926109 |
3.69325912478619 |
IXJ |
4.73678524038217 |
6.2543221570041 |
10.8795895271334 |
10.3022351547581 |
14.7295459366547 |
12.1316132523867 |
EXI |
17.9404453013258 |
9.27976580322142 |
9.62972549927421 |
8.73720568162099 |
9.06615016425845 |
0 |
IGF |
33.8262054322263 |
8.89500093504207 |
5.03144100495551 |
6.20943073950487 |
7.66596509618695 |
0 |
MXI |
1.85332728188387 |
0.766237259767053 |
7.85869516397339 |
6.26959266778119 |
4.34772450037543 |
0 |
IXN |
18.9687397710394 |
9.85370125139304 |
16.6182606866844 |
16.8421281788729 |
15.0395917636412 |
11.3399725697392 |
IXP |
46.9245012999576 |
11.3021508959009 |
14.1066406906095 |
9.18805441076035 |
10.4922831847906 |
8.79240687686888 |
WOOD |
6.4497019698198 |
-2.1142248352999 |
6.60046598457937 |
5.11348669717581 |
6.32519040342224 |
0 |
JXI |
31.6168918072 |
6.25391643697028 |
5.70305523551195 |
10.7249703774549 |
10.3491080956831 |
0 |

Compare: Risk & Volatility
for period ending January 31, 2025
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
WOOD |
11.0% |
26.1% |
27.6% |
37.8% |
37.8% |
|
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
3.6% |
16.0% |
20.7% |
20.7% |
20.7% |
32.2% |
Global Equities (ACWI) |
3.6% |
21.3% |
25.7% |
25.7% |
25.7% |
|
U.S. Equities (SPY) |
4.0% |
20.2% |
23.9% |
23.9% |
23.9% |
50.8% |
U.S. Bonds (BND) |
3.1% |
12.7% |
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 |
ICLN |
22.8% |
47.3% |
59.9% |
59.9% |
64.5% |
0% |
RXI |
4.8% |
21.5% |
31.6% |
31.6% |
31.6% |
0% |
KXI |
7% |
13.4% |
16.4% |
16.4% |
16.4% |
0% |
IXC |
8.3% |
16.1% |
34.6% |
54.4% |
59.7% |
59.7% |
IXG |
4.5% |
21.2% |
23.6% |
33.2% |
33.2% |
74% |
IXJ |
14.5% |
14.5% |
16% |
16% |
16% |
36.9% |
EXI |
6.1% |
21.7% |
26.4% |
27% |
27% |
0% |
IGF |
4.6% |
17% |
22.6% |
29.6% |
29.6% |
0% |
MXI |
15.3% |
25.9% |
25.9% |
30% |
41.2% |
0% |
IXN |
5.8% |
27% |
34.3% |
34.3% |
34.3% |
52.3% |
IXP |
2.8% |
29.3% |
41% |
41% |
41% |
45% |
WOOD |
11% |
26.1% |
27.6% |
37.8% |
37.8% |
0% |
JXI |
8% |
15.7% |
15.7% |
18.6% |
18.6% |
0% |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
WOOD |
18.3% |
20.9% |
24.0% |
22.4% |
21.4% |
|
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
9.3% |
13.6% |
14.1% |
11.3% |
10.5% |
10.7% |
Global Equities (ACWI) |
11.2% |
17.8% |
19.4% |
16.3% |
16.3% |
|
U.S. Equities (SPY) |
12.8% |
19.0% |
21.0% |
17.4% |
16.6% |
16.6% |
U.S. Bonds (BND) |
5.7% |
7.5% |
6.4% |
5.1% |
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 |
ICLN |
20.5% |
25.4% |
36.1% |
29.4% |
28.7% |
0% |
RXI |
15.9% |
23.1% |
24.6% |
20.2% |
19.6% |
0% |
KXI |
10.8% |
13.3% |
14.7% |
12.9% |
13% |
0% |
IXC |
14.4% |
25.3% |
36% |
27.8% |
25.6% |
25.8% |
IXG |
17.1% |
21.4% |
25.1% |
20.9% |
20.8% |
23.4% |
IXJ |
14.7% |
14.6% |
16.3% |
14.9% |
14.5% |
14.6% |
EXI |
15.6% |
21.7% |
23.8% |
19.6% |
19.4% |
0% |
IGF |
14.1% |
17.9% |
20.5% |
16.3% |
15.9% |
0% |
MXI |
16.2% |
23% |
24.7% |
21.5% |
21.5% |
0% |
IXN |
17.3% |
26.8% |
27.2% |
23.2% |
21.3% |
21.6% |
IXP |
13.9% |
21.5% |
21% |
17.1% |
16.1% |
16.4% |
WOOD |
18.3% |
20.9% |
24% |
22.4% |
21.4% |
0% |
JXI |
19.5% |
18.1% |
18.3% |
15.6% |
14.7% |
0% |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
WOOD |
12.5% |
15.6% |
16.2% |
15.2% |
14.4% |
|
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
5.3% |
9.0% |
9.0% |
7.2% |
6.5% |
7.0% |
Global Equities (ACWI) |
5.9% |
11.6% |
12.6% |
10.5% |
10.5% |
|
U.S. Equities (SPY) |
6.0% |
12.1% |
13.1% |
10.8% |
10.1% |
11.0% |
U.S. Bonds (BND) |
4.2% |
5.4% |
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 |
ICLN |
16.1% |
18.9% |
23.5% |
19% |
20% |
0% |
RXI |
7.3% |
14% |
15.1% |
12.4% |
11.8% |
0% |
KXI |
7.4% |
9.2% |
9.6% |
8.5% |
8.1% |
0% |
IXC |
9.2% |
15.2% |
23% |
18.1% |
16.8% |
17% |
IXG |
7.7% |
13.3% |
16.6% |
13.8% |
13.8% |
16.5% |
IXJ |
10.1% |
9.5% |
10% |
9.6% |
8.9% |
9.4% |
EXI |
9.2% |
13.1% |
15.3% |
12.6% |
12.4% |
0% |
IGF |
7.1% |
11.9% |
15.1% |
11.7% |
11% |
0% |
MXI |
12% |
15.4% |
15.9% |
13.9% |
14.1% |
0% |
IXN |
8.2% |
16.6% |
16.1% |
13.4% |
12.4% |
13.6% |
IXP |
4.5% |
13.8% |
13.4% |
11% |
10.1% |
11% |
WOOD |
12.5% |
15.6% |
16.2% |
15.2% |
14.4% |
0% |
JXI |
11.4% |
12.5% |
12.8% |
10.5% |
9.7% |
0% |
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
WOOD |
1.12 |
0.96 |
1.00 |
1.09 |
1.09 |
|
Peer Group* average |
|
|
|
|
|
|
60% Equity / 40% Bonds |
0.77 |
0.74 |
0.70 |
0.67 |
0.65 |
0.65 |
Global Equities (ACWI) |
0.89 |
0.95 |
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) |
0.77 |
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 |
ICLN |
0.926801347481433 |
1.01252889369906 |
1.13217665223895 |
1.07425792288667 |
1.18786457280123 |
0 |
RXI |
0.901979783750335 |
1.12489857353152 |
1.10692445346062 |
1.09155513358824 |
1.10230344997644 |
0 |
KXI |
0.617157750645542 |
0.556660288274051 |
0.600799773978247 |
0.597831521998122 |
0.623524879526903 |
0 |
IXC |
0.612263444821864 |
0.739189203084241 |
1.00840906464774 |
1.02867329459117 |
1.10255334720233 |
1.05480832445829 |
IXG |
0.96718665161831 |
0.946486555477309 |
1.0024341347903 |
1.02371954741809 |
1.10687083890198 |
1.25027103391141 |
IXJ |
0.851364280197234 |
0.618066267738415 |
0.666291199266294 |
0.717977206238611 |
0.707925618359982 |
0.699139507064949 |
EXI |
1.00873999373364 |
1.07159049587388 |
1.07748186772376 |
1.07554660880858 |
1.11762587429961 |
0 |
IGF |
0.616305796605992 |
0.778469171814039 |
0.880708221397252 |
0.777356545603127 |
0.803892087303495 |
0 |
MXI |
0.833005158144457 |
1.00276308697591 |
1.02865274710103 |
1.04888616964543 |
1.12124654249901 |
0 |
IXN |
1.04613442708433 |
1.24921056536061 |
1.13350334991471 |
1.13626440585744 |
1.1284975402198 |
1.14284403345751 |
IXP |
0.755319891699997 |
0.920338726525262 |
0.863173396327694 |
0.833558361388954 |
0.794307539586317 |
0.793160419810914 |
WOOD |
1.11977800382209 |
0.95778352009083 |
0.996155232881526 |
1.08530645111615 |
1.09492057377456 |
0 |
JXI |
0.623423852664208 |
0.703539982095801 |
0.680730174080243 |
0.561430976102762 |
0.576836655311052 |
0 |

Compare: Correlation
for period ending January 31, 2025
|
1 year |
3 year |
5 year |
10 year |
15 year |
20 year |
to Global Stocks (ACWI) |
0.83 |
0.84 |
0.87 |
0.84 |
0.84 |
|
to S&P500 (SPY) |
0.68 |
0.78 |
0.82 |
0.80 |
0.81 |
|
to U.S. Bonds (BND) |
0.69 |
0.63 |
0.52 |
0.28 |
0.20 |
|
to Commodities (DBC) |
-0.05 |
0.41 |
0.53 |
0.51 |
0.53 |
|
to Gold (GLD) |
0.44 |
0.33 |
0.31 |
0.11 |
0.13 |
|