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iShares Global Energy ETF

IXC
ETF · Currency in USD
ISIN
US4642873412
Issuer
iShares
Inception Date
Nov 16, 2001
Region
Developed Markets (Broad)
Category
Energy Equities
Expense Ratio
0.46%
Index Tracked
S&P Global Energy Sector Index
ETF Home Page
www.ishares.com
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Value

IXCPrice Chart


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IXCPerformance

The chart shows the growth of $10,000 invested in IXC on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $9,690 for a total return of roughly -3.10%. All prices are adjusted for splits and dividends.


-100.00%0.00%100.00%200.00%300.00%20122014201620182020
-3.10%
259.57%
S&P 500

IXCReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-3.63%
YTD21.66%
6M48.85%
1Y37.38%
5Y0.58%
10Y-2.37%

IXCMonthly Returns Heatmap


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IXCSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current iShares Global Energy ETF Sharpe ratio is 1.28. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


-2.00-1.000.001.002.003.0020122014201620182020
1.28

IXCDividends

iShares Global Energy ETF granted a 3.99% dividend yield in the last twelve months, as of Apr 7, 2021. The annual payout for that period amounted to $0.99 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$0.99$0.99$2.16$1.03$1.09$1.00$1.06$1.12$1.07$0.97$0.88$0.72
Dividend yield
3.99%4.86%7.00%3.51%3.05%2.86%3.77%3.02%2.48%2.55%2.30%1.84%

IXCDrawdowns Chart


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%20122014201620182020
-34.85%

IXCWorst Drawdowns

The table below shows the maximum drawdowns of the iShares Global Energy ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the {{portfolioName}} is 67.88%, recorded on Mar 18, 2020. The portfolio has not recovered from it yet.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-67.88%Jun 24, 20141444Mar 18, 2020
-28.82%May 2, 2011108Oct 3, 2011516Oct 22, 2013624
-21.34%Jan 12, 2010118Jun 30, 201089Nov 4, 2010207
-8.12%Jan 2, 201422Feb 3, 201437Mar 27, 201459
-7.85%Mar 4, 20119Mar 16, 201110Mar 30, 201119
-5.09%Apr 6, 20119Apr 18, 20118Apr 29, 201117
-4.92%Nov 12, 201012Nov 30, 20103Dec 3, 201015
-3.81%Nov 25, 201314Dec 13, 20139Dec 27, 201323
-2%Oct 30, 20137Nov 7, 20136Nov 15, 201313
-1.89%Feb 2, 20116Feb 9, 20113Feb 14, 20119

IXCVolatility Chart

Current iShares Global Energy ETF volatility is 21.28%. The chart below displays rolling 10-day Close-to-Close volatility.


0.00%50.00%100.00%150.00%20122014201620182020
21.28%

Portfolios with iShares Global Energy ETF


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