RACE vs. IXC
RACE (Ferrari N.V.) is a stock, while IXC (iShares Global Energy ETF) is Energy Equities fund tracking the S&P Global 1200 Energy Capped Index. Over the past 10 years, RACE returned 25.85%/yr vs 9.48%/yr for IXC. At a 0.27 correlation, their price movements are largely independent.
Performance
RACE vs. IXC - Performance Comparison
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Returns By Period
In the year-to-date period, RACE achieves a -2.48% return, which is significantly lower than IXC's 20.55% return. Over the past 10 years, RACE has outperformed IXC with an annualized return of 25.85%, while IXC has yielded a comparatively lower 9.48% annualized return.
RACE
- 1D
- 0.99%
- 1M
- 6.76%
- YTD
- -2.48%
- 6M
- -4.24%
- 1Y
- -24.15%
- 3Y*
- 6.32%
- 5Y*
- 12.84%
- 10Y*
- 25.85%
IXC
- 1D
- 0.67%
- 1M
- -7.64%
- YTD
- 20.55%
- 6M
- 21.59%
- 1Y
- 32.10%
- 3Y*
- 15.17%
- 5Y*
- 17.36%
- 10Y*
- 9.48%
RACE vs. IXC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RACE Ferrari N.V. | -2.48% | -11.65% | 26.34% | 59.12% | -16.68% | 13.32% | 39.71% | 67.87% | -4.47% | 81.95% |
IXC iShares Global Energy ETF | 20.55% | 13.98% | 1.95% | 3.92% | 48.51% | 40.88% | -31.00% | 12.67% | -14.85% | 5.54% |
Correlation
The correlation between RACE and IXC is -0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.06 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Oct 21, 2015 | 0.27 |
The correlation between RACE and IXC shifts across timeframes, from -0.10 (1 year) to 0.27 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
RACE vs. IXC — Risk / Return Rank
RACE
IXC
RACE vs. IXC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ferrari N.V. (RACE) 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.
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.
| RACE | IXC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.37 | ||
| Sortino ratioReturn per unit of downside risk | -2.99 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.28 | -0.38 |
| Calmar ratioReturn relative to maximum drawdown | -0.62 | 2.33 | -2.95 |
| Martin ratioReturn relative to average drawdown | -0.95 | 8.08 | -9.03 |
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Drawdowns
RACE vs. IXC - Drawdown Comparison
The maximum RACE drawdown since its inception was -46.67%, smaller than the maximum IXC drawdown of -67.88%. Use the drawdown chart below to compare losses from any high point for RACE and IXC.
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Drawdown Indicators
| RACE | IXC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.67% | -67.88% | +21.21% |
Max Drawdown (1Y)Largest decline over 1 year | -39.22% | -13.81% | -25.41% |
Max Drawdown (3Y)Largest decline over 3 years | -39.22% | -19.06% | -20.16% |
Max Drawdown (5Y)Largest decline over 5 years | -39.22% | -24.93% | -14.29% |
Max Drawdown (10Y)Largest decline over 10 years | -39.22% | -64.16% | +24.94% |
Current DrawdownCurrent decline from peak | -30.38% | -13.24% | -17.14% |
Average DrawdownAverage peak-to-trough decline | -11.55% | -17.46% | +5.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 25.57% | 3.98% | +21.59% |
Volatility
RACE vs. IXC - Volatility Comparison
Ferrari N.V. (RACE) has a higher volatility of 12.02% compared to iShares Global Energy ETF (IXC) at 6.46%. This indicates that RACE'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
| RACE | IXC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.02% | 6.46% | +5.56% |
Volatility (6M)Calculated over the trailing 6-month period | 25.33% | 15.91% | +9.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.84% | 19.08% | +16.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.69% | 23.50% | +6.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.50% | 26.82% | +2.68% |
Dividends
RACE vs. IXC - Dividend Comparison
RACE's dividend yield for the trailing twelve months is around 2.42%, less than IXC's 3.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IXC iShares Global Energy ETF | 3.15% | 3.68% | 4.56% | 3.45% | 4.76% | 3.98% | 4.86% | 7.00% | 3.51% | 3.05% | 2.86% | 3.77% |
RACE Ferrari N.V. | 2.42% | 1.85% | 0.61% | 0.59% | 0.69% | 0.40% | 0.54% | 0.70% | 0.88% | 0.61% | 0.79% | 0.00% |
Frequently Asked Questions
RACE and IXC have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RACE has higher volatility (12.02%) compared to IXC (6.46%). In terms of maximum drawdown, RACE dropped -46.67% vs IXC's -67.88%.
IXC currently has the higher Sharpe Ratio (1.69 vs -0.68), 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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