IXC:NYE-iShares Global Energy ETF (USD)

ETF | Equity Energy |

Last Closing

USD 40.22

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.17M

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: 2024-11-03 )

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 -65.72% 13% F 6% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return -65.72% 13% F 6% D-
Trailing 12 Months  
Capital Gain -66.71% 13% F 5% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -66.71% 13% F 5% F
Trailing 5 Years  
Capital Gain -57.81% 6% D- 12% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -57.81% 6% D- 12% F
Average Annual (5 Year Horizon)  
Capital Gain 17.98% 13% F 80% B-
Dividend Return 21.33% 19% F 81% B-
Total Return 3.35% 81% B- 68% D+
Risk Return Profile  
Volatility (Standard Deviation) 28.28% 88% B+ 37% F
Risk Adjusted Return 75.41% 50% F 87% 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:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.