IXC:NYE-iShares Global Energy ETF (USD)

ETF | Equity Energy |

Last Closing

USD 42.59

Change

+0.57 (+1.36)%

Market Cap

N/A

Volume

0.20M

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: 2024-11-18 )

Largest Industry Peers for Equity Energy

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

+1.26 (+1.33%)

USD 37.25B
VDE Vanguard Energy Index Fund ETF..

+1.87 (+1.42%)

USD 8.13B
FENY Fidelity® MSCI Energy Index E..

+0.38 (+1.46%)

USD 1.62B
OIH VanEck Oil Services ETF

+3.38 (+1.16%)

USD 1.37B
FXN First Trust Energy AlphaDEX® ..

+0.31 (+1.79%)

USD 0.40B
CNRG SPDR® Kensho Clean Power ETF

+0.62 (+1.03%)

USD 0.16B
PXE Invesco Dynamic Energy Explora..

+0.68 (+2.18%)

USD 0.12B
FILL iShares MSCI Global Energy Pro..

+0.36 (+1.42%)

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

+0.53 (+1.85%)

USD 0.04B
CRAK VanEck Oil Refiners ETF

+0.50 (+1.62%)

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 8.90% 75% C 55% F
Dividend Return 2.30% 64% D 41% F
Total Return 11.19% 75% C 52% F
Trailing 12 Months  
Capital Gain 6.74% 75% C 39% F
Dividend Return 3.84% 94% A 50% F
Total Return 10.59% 75% C 37% F
Trailing 5 Years  
Capital Gain 37.65% 44% F 65% D
Dividend Return 24.78% 94% A 72% C
Total Return 62.44% 44% F 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 17.98% 19% F 79% B-
Dividend Return 21.33% 19% F 81% B-
Total Return 3.35% 81% B- 68% D+
Risk Return Profile  
Volatility (Standard Deviation) 28.48% 88% B+ 38% F
Risk Adjusted Return 74.87% 50% F 86% 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.