IXC:NYE-iShares Global Energy ETF (USD)

ETF | Equity Energy |

Last Closing

USD 39.73

Change

-0.02 (-0.05)%

Market Cap

N/A

Volume

2.82M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-02-27 )

Largest Industry Peers for Equity Energy

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

+0.48 (+0.54%)

USD 32.40B
VDE Vanguard Energy Index Fund ETF..

+0.20 (+0.16%)

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

+0.06 (+0.24%)

USD 1.54B
OIH VanEck Oil Services ETF

+0.35 (+0.13%)

USD 1.39B
FXN First Trust Energy AlphaDEX® ..

-0.08 (-0.49%)

USD 0.38B
CNRG SPDR® Kensho Clean Power ETF

-1.79 (-3.06%)

USD 0.15B
PXE Invesco Dynamic Energy Explora..

-0.24 (-0.80%)

USD 0.10B
FILL iShares MSCI Global Energy Pro..

-0.02 (-0.07%)

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

-0.08 (-0.30%)

USD 0.04B
CRAK VanEck Oil Refiners ETF

-0.02 (-0.07%)

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 4.06% 94% A 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.06% 94% A 73% C
Trailing 12 Months  
Capital Gain 0.71% 75% C 38% F
Dividend Return 2.28% 50% F 38% F
Total Return 2.99% 75% C 33% F
Trailing 5 Years  
Capital Gain 63.84% 50% F 71% C-
Dividend Return 25.51% 63% D 71% C-
Total Return 89.34% 44% F 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 20.03% 19% F 81% B-
Dividend Return 23.38% 19% F 82% B
Total Return 3.35% 81% B- 67% D+
Risk Return Profile  
Volatility (Standard Deviation) 26.04% 88% B+ 41% F
Risk Adjusted Return 89.80% 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.