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ISIN
US4642872919
CUSIP
464287291
Issuer
iShares
Inception Date
Nov 12, 2001
Region
Global (Broad)
Leveraged
1x (No leverage)
Index Tracked
S&P Global Information Technology Sector Index
Domicile
United States
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth
Assets Under Management
$10B

Share Price Chart


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Performance

IXN Performance Chart

iShares Global Tech ETF (IXN) is up 40.4% since the beginning of the year. IXN is currently trading at $147 per share. Investors who bought $1,000 worth of IXN shares 5 years ago would now be looking at an investment worth $2,756.


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S&P 500 Index

Returns By Period

iShares Global Tech ETF (IXN) has returned 40.36% so far this year and 70.75% over the past 12 months. Looking at the last ten years, IXN has achieved an annualized return of 25.98%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.


iShares Global Tech ETF

1D
0.59%
1M
8.90%
YTD
40.36%
6M
40.73%
1Y
70.75%
3Y*
35.39%
5Y*
22.48%
10Y*
25.98%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IXN Monthly Returns History

Based on dividend-adjusted daily data since Nov 26, 2001, IXN's average daily return is +0.06%, while the average monthly return is +1.18%. At this rate, an investment would double in approximately 4.9 years.

Historically, 60% of months were positive and 40% were negative. The best month was Oct 2002 with a return of +21.2%, while the worst month was Oct 2008 at -17.7%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 6 months.

On a daily basis, IXN closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +13.2%, while the worst single day was Mar 16, 2020 at -14.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.03%-0.35%-6.36%20.29%19.58%2.49%40.36%
2025-1.31%-1.48%-8.08%1.51%9.33%10.07%3.82%-0.43%8.12%7.11%-5.47%1.39%25.25%
20242.51%5.07%1.88%-5.79%8.29%8.74%-2.55%0.79%1.45%-2.25%3.88%1.37%24.84%
202310.60%-0.75%10.47%-0.48%9.17%5.59%1.82%-2.24%-6.56%-0.07%13.41%4.34%52.98%
2022-7.53%-5.11%2.67%-11.58%-0.45%-10.19%12.67%-6.29%-12.58%7.68%8.10%-8.34%-29.86%
2021-0.20%1.55%1.20%4.78%-0.71%5.83%3.37%3.40%-5.77%6.71%3.32%3.34%29.58%

Benchmark Metrics

iShares Global Tech ETF has an annualized alpha of 4.89%, beta of 1.07, and R2 of 0.73 versus S&P 500 Index. Calculated based on daily prices since November 26, 2001.

  • This ETF captured 139.79% of S&P 500 Index gains and 114.47% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • This ETF generated an annualized alpha of 4.89% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
  • With beta of 1.07 and R2 of 0.73, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
4.89%
Beta
1.07
0.73
Upside Capture
139.79%
Downside Capture
114.47%

Expense Ratio

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


Return for Risk

Risk / Return Rank

IXN ranks 85 for risk / return — in the top 85% 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.


IXN Risk / Return Rank: 8585
Overall Rank
IXN Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
IXN Sortino Ratio Rank: 8282
Sortino Ratio Rank
IXN Omega Ratio Rank: 8282
Omega Ratio Rank
IXN Calmar Ratio Rank: 8989
Calmar Ratio Rank
IXN Martin Ratio Rank: 8484
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for iShares Global Tech ETF (IXN) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


IXNBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.86

Sortino ratioReturn per unit of downside risk

+0.71

Omega ratioGain probability vs. loss probability

1.47

1.37

+0.10

Calmar ratioReturn relative to maximum drawdown

5.16

2.78

+2.37

Martin ratioReturn relative to average drawdown

16.70

12.44

+4.26

Dividends

Dividend History

iShares Global Tech ETF provided a 0.74% dividend yield over the last twelve months, with an annual payout of $1.10 per share.


0.40%0.60%0.80%1.00%1.20%$0.00$0.20$0.40$0.60$0.80$1.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.10$1.09$0.36$0.38$0.36$0.37$0.31$0.37$0.23$0.24$0.19$0.18

Dividend yield

0.74%1.04%0.43%0.55%0.81%0.58%0.63%1.06%0.94%0.93%1.03%1.12%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.17$0.17
2025$0.00$0.00$0.00$0.00$0.00$0.16$0.00$0.00$0.00$0.00$0.00$0.93$1.09
2024$0.00$0.00$0.00$0.00$0.00$0.16$0.00$0.00$0.00$0.00$0.00$0.20$0.36
2023$0.00$0.00$0.00$0.00$0.00$0.17$0.00$0.00$0.00$0.00$0.00$0.21$0.38
2022$0.00$0.00$0.00$0.00$0.00$0.18$0.00$0.00$0.00$0.00$0.00$0.19$0.36
2021$0.00$0.00$0.00$0.00$0.00$0.20$0.00$0.00$0.00$0.00$0.00$0.17$0.37

Drawdowns

Drawdowns Chart

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the iShares Global Tech 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 Tech ETF was 55.67%, occurring on Mar 9, 2009. Recovery took 760 trading sessions.

The current iShares Global Tech ETF drawdown is 1.58%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-55.67%Mar 2009
1y 4mo3y 5d
4y 4moNov 2007 - Mar 2012
Dot-com crash2000–2002
-55.51%Oct 2002
10mo 6d4y 2mo
5y 29dDec 2001 - Jan 2007
Bear market2022
-36.30%Oct 2022
9mo 18d1y 1mo
1y 10moDec 2021 - Nov 2023
COVID crash2020
-30.89%Mar 2020
1mo 2d2mo 19d
3mo 21dFeb 2020 - Jun 2020
2025 selloff2025
-25.55%Apr 2025
1mo 18d2mo 17d
4mo 5dFeb 2025 - Jun 2025

Drawdown Indicators


IXNBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-55.67%

-56.78%

+1.11%

Max Drawdown (1Y)

Largest decline over 1 year

-13.80%

-9.10%

-4.70%

Max Drawdown (3Y)

Largest decline over 3 years

-25.55%

-18.90%

-6.65%

Max Drawdown (5Y)

Largest decline over 5 years

-36.30%

-25.43%

-10.87%

Max Drawdown (10Y)

Largest decline over 10 years

-36.30%

-33.92%

-2.38%

Current Drawdown

Current decline from peak

-1.58%

-1.80%

+0.22%

Average Drawdown

Average peak-to-trough decline

-11.26%

-10.71%

-0.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.25%

2.03%

+2.22%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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