IXC:NYE-iShares Global Energy ETF (USD)

ETF | Equity Energy |

Last Closing

USD 40.76

Change

+0.61 (+1.52)%

Market Cap

N/A

Volume

1.84M

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: 2025-03-17 )

Largest Industry Peers for Equity Energy

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

+1.43 (+1.59%)

USD 31.52B
VDE Vanguard Energy Index Fund ETF..

+2.12 (+1.70%)

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

+0.39 (+1.59%)

USD 1.47B
OIH VanEck Oil Services ETF

+3.63 (+1.43%)

USD 1.14B
FXN First Trust Energy AlphaDEX® ..

+0.32 (+2.01%)

USD 0.34B
CNRG SPDR® Kensho Clean Power ETF

+1.21 (+2.27%)

USD 0.13B
PXE Invesco Dynamic Energy Explora..

+0.57 (+2.02%)

USD 0.09B
FILL iShares MSCI Global Energy Pro..

+0.34 (+1.43%)

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

+0.44 (+1.77%)

USD 0.03B
CRAK VanEck Oil Refiners ETF

+0.46 (+1.56%)

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 6.76% 94% A 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 6.76% 94% A 81% B-
Trailing 12 Months  
Capital Gain -2.39% 75% C 32% F
Dividend Return 2.15% 79% B- 38% F
Total Return -0.24% 75% C 29% F
Trailing 5 Years  
Capital Gain 219.44% 31% F 83% B
Dividend Return 48.48% 56% F 79% B-
Total Return 267.92% 38% F 84% 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.