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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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S&P 500

IXCPerformance

The chart shows the growth of $10,000 invested in iShares Global Energy ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $9,985 for a total return of roughly -0.15%. All prices are adjusted for splits and dividends.


IXC (iShares Global Energy ETF)
Benchmark (S&P 500)

IXCReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M2.62%
6M2.43%
YTD25.37%
1Y44.10%
5Y-0.22%
10Y-0.11%

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 1.37. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


IXC (iShares Global Energy ETF)
Benchmark (S&P 500)

IXCDividends

iShares Global Energy ETF granted a 4.08% dividend yield in the last twelve months, as of Sep 18, 2021. The annual payout for that period amounted to $1.02 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$1.02$0.99$2.16$1.03$1.09$1.00$1.06$1.12$1.07$0.97$0.88$0.72

Dividend yield

4.08%4.86%7.00%3.51%3.05%2.86%3.77%3.02%2.48%2.55%2.30%1.84%

IXCDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


IXC (iShares Global Energy ETF)
Benchmark (S&P 500)

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 iShares Global Energy ETF 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 26.94%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


IXC (iShares Global Energy ETF)
Benchmark (S&P 500)

Portfolios with iShares Global Energy ETF


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