iShares Global Financials ETF (IXG)

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The chart shows the growth of an initial investment of $10,000 in iShares Global Financials 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 Financials ETF (IXG) has returned -5.62% so far this year and 13.11% over the past 12 months. Over the last ten years, IXG has had an annualized return of 11.63%, just under the S&P 500 Index benchmark’s 12.16%.

Based on dividend-adjusted daily data since Nov 26, 2001, IXG's average daily return is +0.03%, while the average monthly return is +0.65%. At this rate, your investment would double in approximately 8.9 years.

Historically, 61% of months were positive and 39% were negative. The best month was Apr 2009 with a return of +21.7%, while the worst month was Oct 2008 at -27.4%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 5 months.

On a daily basis, IXG closed higher 52% of trading days. The best single day was Mar 10, 2009 with a return of +13.9%, while the worst single day was Jan 20, 2009 at -14.4%.

iShares Global Financials ETF has an annualized alpha of -1.18%, beta of 1.11, and R² of 0.72 versus S&P 500 Index. Calculated based on daily prices since November 27, 2001.

• This ETF participated in 118.81% of S&P 500 Index downside but only 113.76% of its upside — more exposed to losses than it benefited from rallies.
• With beta of 1.11 and R² of 0.72, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

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

IXG ranks 39 for risk / return — below 39% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

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

iShares Global Financials ETF provided a 2.16% dividend yield over the last twelve months, with an annual payout of $2.47 per share.

The table displays the monthly dividend distributions for iShares Global Financials 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 Financials 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 Financials ETF was 78.42%, occurring on Mar 9, 2009. Recovery took 2223 trading sessions.

The current iShares Global Financials ETF drawdown is 8.13%.

The chart below shows the rolling one-month volatility.