IXC:NYE-iShares Global Energy ETF (USD)

ETF | Equity Energy |

Last Closing

USD 40.81

Change

+0.59 (+1.47)%

Market Cap

N/A

Volume

0.24M

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: 2024-11-04 )

Largest Industry Peers for Equity Energy

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

+1.54 (+1.75%)

USD 35.75B
VDE Vanguard Energy Index Fund ETF..

+2.23 (+1.82%)

USD 7.79B
FENY Fidelity® MSCI Energy Index E..

+0.43 (+1.78%)

USD 1.58B
OIH VanEck Oil Services ETF

+4.22 (+1.55%)

USD 1.44B
FXN First Trust Energy AlphaDEX® ..

+0.30 (+1.88%)

USD 0.42B
CNRG SPDR® Kensho Clean Power ETF

+1.33 (+2.13%)

USD 0.17B
PXE Invesco Dynamic Energy Explora..

+0.52 (+1.83%)

USD 0.11B
FILL iShares MSCI Global Energy Pro..

+0.29 (+1.20%)

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

+0.41 (+1.51%)

USD 0.04B
CRAK VanEck Oil Refiners ETF

+0.16 (+0.52%)

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 -65.22% 13% F 6% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return -65.22% 13% F 7% C-
Trailing 12 Months  
Capital Gain -65.99% 13% F 5% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -65.99% 13% F 6% D-
Trailing 5 Years  
Capital Gain -56.59% 6% D- 12% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -56.59% 6% D- 13% 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.