IXC vs. ANDE
IXC (iShares Global Energy ETF) is Energy Equities fund tracking the S&P Global 1200 Energy Capped Index, while ANDE (The Andersons, Inc.) is a stock. Over the past 10 years, IXC returned 10.05%/yr vs 10.52%/yr for ANDE. At a 0.40 correlation, their price movements are largely independent.
Performance
IXC vs. ANDE - Performance Comparison
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Returns By Period
In the year-to-date period, IXC achieves a 29.17% return, which is significantly lower than ANDE's 36.02% return. Both investments have delivered pretty close results over the past 10 years, with IXC having a 10.05% annualized return and ANDE not far ahead at 10.52%.
IXC
- 1D
- 0.28%
- 1M
- -1.67%
- YTD
- 29.17%
- 6M
- 28.84%
- 1Y
- 36.66%
- 3Y*
- 17.43%
- 5Y*
- 19.14%
- 10Y*
- 10.05%
ANDE
- 1D
- 1.71%
- 1M
- -0.53%
- YTD
- 36.02%
- 6M
- 33.96%
- 1Y
- 100.35%
- 3Y*
- 18.47%
- 5Y*
- 19.35%
- 10Y*
- 10.52%
IXC vs. ANDE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IXC iShares Global Energy ETF | 29.17% | 13.98% | 1.95% | 3.92% | 48.51% | 40.88% | -31.00% | 12.67% | -14.85% | 5.54% |
ANDE The Andersons, Inc. | 36.02% | 33.82% | -28.80% | 67.00% | -7.77% | 61.48% | 0.81% | -13.20% | -2.10% | -29.00% |
Correlation
The correlation between IXC and ANDE is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.31 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.41 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.44 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Nov 16, 2001 | 0.40 |
The correlation between IXC and ANDE shifts across timeframes, from 0.31 (1 year) to 0.44 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
IXC vs. ANDE — Risk / Return Rank
IXC
ANDE
IXC vs. ANDE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Global Energy ETF (IXC) and The Andersons, Inc. (ANDE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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.
| IXC | ANDE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.03 | ||
| Sortino ratioReturn per unit of downside risk | -0.76 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.50 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 4.05 | 7.49 | -3.44 |
| Martin ratioReturn relative to average drawdown | 11.55 | 22.56 | -11.01 |
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Drawdowns
IXC vs. ANDE - Drawdown Comparison
The maximum IXC drawdown since its inception was -67.88%, smaller than the maximum ANDE drawdown of -81.75%. Use the drawdown chart below to compare losses from any high point for IXC and ANDE.
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Drawdown Indicators
| IXC | ANDE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.88% | -81.75% | +13.87% |
Max Drawdown (1Y)Largest decline over 1 year | -9.66% | -14.09% | +4.43% |
Max Drawdown (3Y)Largest decline over 3 years | -19.06% | -46.94% | +27.88% |
Max Drawdown (5Y)Largest decline over 5 years | -24.93% | -48.82% | +23.89% |
Max Drawdown (10Y)Largest decline over 10 years | -64.16% | -72.72% | +8.56% |
Current DrawdownCurrent decline from peak | -7.04% | -9.53% | +2.49% |
Average DrawdownAverage peak-to-trough decline | -17.47% | -32.30% | +14.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.38% | 4.67% | -1.29% |
Volatility
IXC vs. ANDE - Volatility Comparison
The current volatility for iShares Global Energy ETF (IXC) is 6.44%, while The Andersons, Inc. (ANDE) has a volatility of 7.85%. This indicates that IXC experiences smaller price fluctuations and is considered to be less risky than ANDE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IXC | ANDE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.44% | 7.85% | -1.41% |
Volatility (6M)Calculated over the trailing 6-month period | 15.63% | 25.28% | -9.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.79% | 33.93% | -15.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.53% | 38.92% | -15.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.84% | 41.52% | -14.68% |
Dividends
IXC vs. ANDE - Dividend Comparison
IXC's dividend yield for the trailing twelve months is around 2.85%, more than ANDE's 1.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANDE The Andersons, Inc. | 1.10% | 1.47% | 1.41% | 1.29% | 2.07% | 1.82% | 2.86% | 2.71% | 2.22% | 2.07% | 1.40% | 1.82% |
IXC iShares Global Energy ETF | 2.85% | 3.68% | 4.56% | 3.45% | 4.76% | 3.98% | 4.86% | 7.00% | 3.51% | 3.05% | 2.86% | 3.77% |
Frequently Asked Questions
IXC and ANDE have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ANDE has higher volatility (7.85%) compared to IXC (6.44%). In terms of maximum drawdown, IXC dropped -67.88% vs ANDE's -81.75%.
ANDE currently has the higher Sharpe Ratio (3.11 vs 2.08), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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