IXC:NYE-iShares Global Energy ETF (USD)

ETF | Equity Energy |

Last Closing

USD 39.67

Change

-0.79 (-1.95)%

Market Cap

N/A

Volume

0.45M

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: 2024-09-26 )

Largest Industry Peers for Equity Energy

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

-1.71 (-1.96%)

USD 36.29B
VDE Vanguard Energy Index Fund ETF..

-2.56 (-2.08%)

USD 7.88B
OIH VanEck Oil Services ETF

-8.89 (-3.12%)

USD 1.72B
FENY Fidelity® MSCI Energy Index E..

-0.50 (-2.09%)

USD 1.62B
FXN First Trust Energy AlphaDEX® ..

-0.56 (-3.41%)

USD 0.43B
CNRG SPDR® Kensho Clean Power ETF

+1.25 (+1.97%)

USD 0.17B
FTXN First Trust Nasdaq Oil & Gas E..

-0.93 (-3.18%)

USD 0.17B
PXE Invesco Dynamic Energy Explora..

-0.66 (-2.22%)

USD 0.11B
FILL iShares MSCI Global Energy Pro..

-0.39 (-1.58%)

USD 0.09B
PXJ Invesco Dynamic Oil & Gas Serv..

-0.70 (-2.42%)

USD 0.06B

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 1.43% 76% C+ 28% F
Dividend Return 2.30% 73% C 47% F
Total Return 3.73% 82% B 26% F
Trailing 12 Months  
Capital Gain -5.62% 88% B+ 15% F
Dividend Return 3.65% 94% A 52% F
Total Return -1.97% 94% A 16% F
Trailing 5 Years  
Capital Gain 28.92% 24% F 59% D-
Dividend Return 16.54% 50% F 60% D-
Total Return 45.47% 24% F 60% D-
Average Annual (5 Year Horizon)  
Capital Gain 17.88% 13% F 81% B-
Dividend Return 21.24% 13% F 82% B
Total Return 3.36% 81% B- 64% D
Risk Return Profile  
Volatility (Standard Deviation) 27.91% 88% B+ 36% F
Risk Adjusted Return 76.09% 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.