IXC:NYE-iShares Global Energy ETF (USD)

ETF | Equity Energy |

Last Closing

USD 39.9

Change

-0.73 (-1.80)%

Market Cap

N/A

Volume

0.52M

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: 2025-02-12 )

Largest Industry Peers for Equity Energy

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

-2.20 (-2.41%)

USD 32.40B
VDE Vanguard Energy Index Fund ETF..

-3.17 (-2.47%)

USD 7.69B
FENY Fidelity® MSCI Energy Index E..

-0.62 (-2.46%)

USD 1.57B
OIH VanEck Oil Services ETF

-5.37 (-1.88%)

USD 1.39B
FXN First Trust Energy AlphaDEX® ..

-0.55 (-3.18%)

USD 0.38B
CNRG SPDR® Kensho Clean Power ETF

-0.43 (-0.74%)

USD 0.15B
PXE Invesco Dynamic Energy Explora..

-1.07 (-3.44%)

USD 0.11B
FILL iShares MSCI Global Energy Pro..

-0.46 (-1.91%)

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

-0.51 (-1.76%)

USD 0.04B
CRAK VanEck Oil Refiners ETF

-0.41 (-1.42%)

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 4.50% 94% A 72% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.50% 94% A 72% C
Trailing 12 Months  
Capital Gain 4.04% 69% C- 46% F
Dividend Return 2.34% 43% F 38% F
Total Return 6.38% 69% C- 40% F
Trailing 5 Years  
Capital Gain 41.04% 50% F 69% C-
Dividend Return 21.87% 63% D 69% C-
Total Return 62.91% 50% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 19.84% 19% F 80% B-
Dividend Return 23.21% 19% F 81% B-
Total Return 3.37% 81% B- 68% D+
Risk Return Profile  
Volatility (Standard Deviation) 26.23% 88% B+ 41% F
Risk Adjusted Return 88.48% 56% F 91% 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:
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.