IXC:NYE-iShares Global Energy ETF (USD)

ETF | Equity Energy |

Last Closing

USD 39.1

Change

-0.25 (-0.64)%

Market Cap

N/A

Volume

0.66M

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: 2025-03-11 )

Largest Industry Peers for Equity Energy

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

-0.70 (-0.79%)

USD 31.52B
VDE Vanguard Energy Index Fund ETF..

-0.69 (-0.57%)

USD 7.47B
FENY Fidelity® MSCI Energy Index E..

-0.14 (-0.58%)

USD 1.54B
OIH VanEck Oil Services ETF

-0.81 (-0.32%)

USD 1.14B
FXN First Trust Energy AlphaDEX® ..

+0.08 (+0.52%)

USD 0.34B
CNRG SPDR® Kensho Clean Power ETF

+0.31 (+0.59%)

USD 0.13B
PXE Invesco Dynamic Energy Explora..

+0.15 (+0.55%)

USD 0.10B
FILL iShares MSCI Global Energy Pro..

-0.10 (-0.43%)

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

+0.08 (+0.33%)

USD 0.04B
CRAK VanEck Oil Refiners ETF

-0.18 (-0.62%)

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 2.41% 94% A 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.41% 94% A 73% C
Trailing 12 Months  
Capital Gain -3.79% 75% C 32% F
Dividend Return 2.21% 50% F 38% F
Total Return -1.58% 75% C 30% F
Trailing 5 Years  
Capital Gain 114.36% 19% F 77% C+
Dividend Return 33.91% 44% F 76% C+
Total Return 148.28% 19% F 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 19.94% 19% F 81% B-
Dividend Return 23.28% 19% F 82% B
Total Return 3.33% 81% B- 67% D+
Risk Return Profile  
Volatility (Standard Deviation) 26.07% 88% B+ 41% F
Risk Adjusted Return 89.28% 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.