IXC:NYE-iShares Global Energy ETF (USD)

ETF | Equity Energy |

Last Closing

USD 39.33

Change

-0.08 (-0.20)%

Market Cap

N/A

Volume

0.25M

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: 2025-01-08 )

Largest Industry Peers for Equity Energy

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

+0.09 (+0.10%)

USD 33.13B
VDE Vanguard Energy Index Fund ETF..

N/A

USD 7.25B
FENY Fidelity® MSCI Energy Index E..

+0.02 (+0.08%)

USD 1.44B
OIH VanEck Oil Services ETF

-4.05 (-1.43%)

USD 1.39B
FXN First Trust Energy AlphaDEX® ..

-0.01 (-0.06%)

USD 0.37B
CNRG SPDR® Kensho Clean Power ETF

-2.66 (-3.98%)

USD 0.16B
PXE Invesco Dynamic Energy Explora..

+0.22 (+0.72%)

USD 0.10B
FILL iShares MSCI Global Energy Pro..

-0.09 (-0.38%)

USD 0.08B
PXJ Invesco Dynamic Oil & Gas Serv..

-0.40 (-1.37%)

USD 0.04B
CRAK VanEck Oil Refiners ETF

-0.13 (-0.45%)

USD 0.02B

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 3.01% 44% F 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.01% 44% F 87% B+
Trailing 12 Months  
Capital Gain 3.17% 44% F 48% F
Dividend Return 2.36% 43% F 37% F
Total Return 5.53% 44% F 42% F
Trailing 5 Years  
Capital Gain 27.24% 44% F 64% D
Dividend Return 20.01% 75% C 65% D
Total Return 47.25% 44% F 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 19.15% 19% F 80% B-
Dividend Return 22.54% 19% F 81% B-
Total Return 3.39% 81% B- 68% D+
Risk Return Profile  
Volatility (Standard Deviation) 26.99% 88% B+ 40% F
Risk Adjusted Return 83.54% 50% F 89% A-
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.