iShares Global Energy ETF (IXC)

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The chart shows the growth of an initial investment of $10,000 in iShares Global Energy ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

iShares Global Energy ETF (IXC) has returned 37.40% so far this year and 42.12% over the past 12 months. Over the last ten years, IXC has returned 11.57% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Nov 16, 2001, IXC's average daily return is +0.05%, while the average monthly return is +0.91%. At this rate, your investment would double in approximately 6.4 years.

Historically, 59% of months were positive and 41% were negative. The best month was Nov 2020 with a return of +28.9%, while the worst month was Mar 2020 at -30.4%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 9 months.

On a daily basis, IXC closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +17.3%, while the worst single day was Mar 9, 2020 at -19.5%.

iShares Global Energy ETF has an annualized alpha of 3.01%, beta of 0.99, and R² of 0.51 versus S&P 500 Index. Calculated based on daily prices since November 19, 2001.

• This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (96.66%) than losses (90.89%) — typical of diversified or defensive assets.
• This ETF generated an annualized alpha of 3.01% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 0.99 and R² of 0.51, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

IXC has an expense ratio of 0.46%, placing it in the medium range.

IXC ranks 83 for risk / return — in the top 83% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for iShares Global Energy ETF (IXC) and compare them to a chosen benchmark (S&P 500 Index).

iShares Global Energy ETF provided a 2.68% dividend yield over the last twelve months, with an annual payout of $1.54 per share.

The table displays the monthly dividend distributions for iShares Global Energy ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the iShares Global Energy ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the iShares Global Energy ETF was 67.88%, occurring on Mar 18, 2020. Recovery took 510 trading sessions.

The current iShares Global Energy ETF drawdown is 1.12%.

The chart below shows the rolling one-month volatility.