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NNRG.NEO vs. IXC
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

NNRG.NEO vs. IXC - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Ninepoint Energy ETF (NNRG.NEO) and iShares Global Energy ETF (IXC). The values are adjusted to include any dividend payments, if applicable.

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NNRG.NEO vs. IXC - Yearly Performance Comparison


2026 (YTD)20252024202320222021
NNRG.NEO
Ninepoint Energy ETF
37.70%19.14%13.26%-4.21%66.18%55.91%
IXC
iShares Global Energy ETF
39.25%8.75%10.71%1.64%59.09%14.87%
Different Trading Currencies

NNRG.NEO is traded in CAD, while IXC is traded in USD. To make them comparable, the IXC values have been converted to CAD using the latest available exchange rates.

Returns By Period

The year-to-date returns for both investments are quite close, with NNRG.NEO having a 37.70% return and IXC slightly higher at 39.25%.


NNRG.NEO

1D
-0.42%
1M
17.91%
YTD
37.70%
6M
51.12%
1Y
54.48%
3Y*
22.68%
5Y*
10Y*

IXC

1D
-0.89%
1M
13.39%
YTD
39.25%
6M
40.66%
1Y
37.39%
3Y*
20.80%
5Y*
25.51%
10Y*
12.32%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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NNRG.NEO vs. IXC - Expense Ratio Comparison

NNRG.NEO has a 1.79% expense ratio, which is higher than IXC's 0.46% expense ratio.


Return for Risk

NNRG.NEO vs. IXC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NNRG.NEO
NNRG.NEO Risk / Return Rank: 8787
Overall Rank
NNRG.NEO Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
NNRG.NEO Sortino Ratio Rank: 8888
Sortino Ratio Rank
NNRG.NEO Omega Ratio Rank: 9090
Omega Ratio Rank
NNRG.NEO Calmar Ratio Rank: 8787
Calmar Ratio Rank
NNRG.NEO Martin Ratio Rank: 7878
Martin Ratio Rank

IXC
IXC Risk / Return Rank: 8686
Overall Rank
IXC Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
IXC Sortino Ratio Rank: 8888
Sortino Ratio Rank
IXC Omega Ratio Rank: 8989
Omega Ratio Rank
IXC Calmar Ratio Rank: 8585
Calmar Ratio Rank
IXC Martin Ratio Rank: 7979
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.

NNRG.NEO vs. IXC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ninepoint Energy ETF (NNRG.NEO) and iShares Global Energy ETF (IXC). 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.


NNRG.NEOIXCDifference

Sharpe ratio

Return per unit of total volatility

2.03

1.72

+0.32

Sortino ratio

Return per unit of downside risk

2.48

2.11

+0.37

Omega ratio

Gain probability vs. loss probability

1.38

1.32

+0.06

Calmar ratio

Return relative to maximum drawdown

2.78

2.06

+0.73

Martin ratio

Return relative to average drawdown

8.52

5.43

+3.09

NNRG.NEO vs. IXC - Sharpe Ratio Comparison

The current NNRG.NEO Sharpe Ratio is 2.03, which is comparable to the IXC Sharpe Ratio of 1.72. The chart below compares the historical Sharpe Ratios of NNRG.NEO and IXC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


NNRG.NEOIXCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.03

1.72

+0.32

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.22

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.51

Sharpe Ratio (All Time)

Calculated using the full available price history

1.07

0.42

+0.65

Correlation

The correlation between NNRG.NEO and IXC is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

NNRG.NEO vs. IXC - Dividend Comparison

NNRG.NEO's dividend yield for the trailing twelve months is around 0.54%, less than IXC's 2.68% yield.


TTM20252024202320222021202020192018201720162015
NNRG.NEO
Ninepoint Energy ETF
0.54%0.37%0.39%0.38%9.08%1.92%0.00%0.00%0.00%0.00%0.00%0.00%
IXC
iShares Global Energy ETF
2.68%3.68%4.56%3.45%4.76%3.98%4.86%7.00%3.51%3.05%2.86%3.77%

Drawdowns

NNRG.NEO vs. IXC - Drawdown Comparison

The maximum NNRG.NEO drawdown since its inception was -35.78%, smaller than the maximum IXC drawdown of -59.68%. Use the drawdown chart below to compare losses from any high point for NNRG.NEO and IXC.


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Drawdown Indicators


NNRG.NEOIXCDifference

Max Drawdown

Largest peak-to-trough decline

-35.78%

-67.88%

+32.10%

Max Drawdown (1Y)

Largest decline over 1 year

-20.22%

-18.03%

-2.19%

Max Drawdown (5Y)

Largest decline over 5 years

-24.93%

Max Drawdown (10Y)

Largest decline over 10 years

-64.16%

Current Drawdown

Current decline from peak

-1.13%

-1.12%

-0.01%

Average Drawdown

Average peak-to-trough decline

-9.77%

-17.57%

+7.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.61%

5.41%

+1.20%

Volatility

NNRG.NEO vs. IXC - Volatility Comparison

Ninepoint Energy ETF (NNRG.NEO) has a higher volatility of 5.95% compared to iShares Global Energy ETF (IXC) at 4.85%. This indicates that NNRG.NEO's price experiences larger fluctuations and is considered to be riskier than IXC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NNRG.NEOIXCDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.95%

4.85%

+1.10%

Volatility (6M)

Calculated over the trailing 6-month period

15.98%

12.59%

+3.39%

Volatility (1Y)

Calculated over the trailing 1-year period

26.95%

21.92%

+5.03%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.47%

21.08%

+13.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.47%

24.11%

+10.36%