IXC:NYE-iShares Global Energy ETF (USD)

ETF | Equity Energy |

Last Closing

USD 40.69

Change

-0.07 (-0.17)%

Market Cap

N/A

Volume

0.19M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-20 )

Largest Industry Peers for Equity Energy

Symbol Name Price(Change) Market Cap
XLE Energy Select Sector SPDR® Fu..

-0.20 (-0.22%)

USD 34.35B
VDE Vanguard Energy Index Fund ETF..

-0.17 (-0.14%)

USD 7.61B
OIH VanEck Oil Services ETF

-0.03 (-0.01%)

USD 1.57B
FENY Fidelity® MSCI Energy Index E..

-0.25 (-1.02%)

USD 1.57B
FXN First Trust Energy AlphaDEX® ..

-0.01 (-0.06%)

USD 0.42B
CNRG SPDR® Kensho Clean Power ETF

-0.31 (-0.48%)

USD 0.17B
PXE Invesco Dynamic Energy Explora..

-0.23 (-0.74%)

USD 0.11B
FILL iShares MSCI Global Energy Pro..

-0.06 (-0.24%)

USD 0.10B
PXJ Invesco Dynamic Oil & Gas Serv..

-0.13 (-0.43%)

USD 0.06B
CRAK VanEck Oil Refiners ETF

-0.33 (-0.97%)

USD 0.03B

ETFs Containing IXC

N/A

Market Performance

  Market Performance vs. Industry/Classification (Equity Energy) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.04% 69% C- 39% F
Dividend Return 2.30% 93% A 48% F
Total Return 6.34% 75% C 37% F
Trailing 12 Months  
Capital Gain -0.59% 94% A 20% F
Dividend Return 3.75% 94% A 53% F
Total Return 3.16% 100% F 21% F
Trailing 5 Years  
Capital Gain 30.00% 31% F 62% D
Dividend Return 16.26% 53% F 59% D-
Total Return 46.26% 31% F 63% D
Average Annual (5 Year Horizon)  
Capital Gain 17.69% 13% F 81% B-
Dividend Return 21.04% 13% F 82% B
Total Return 3.35% 81% B- 63% D
Risk Return Profile  
Volatility (Standard Deviation) 28.21% 88% B+ 37% F
Risk Adjusted Return 74.58% 56% F 88% B+
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.