IXC:NYE-iShares Global Energy ETF (USD)

ETF | Equity Energy |

Last Closing

USD 42.32

Change

+0.06 (+0.14)%

Market Cap

N/A

Volume

0.26M

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: 2025-04-02 )

Largest Industry Peers for Equity Energy

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

+0.13 (+0.14%)

USD 31.52B
VDE Vanguard Energy Index Fund ETF..

+0.21 (+0.16%)

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

+0.06 (+0.23%)

USD 1.47B
OIH VanEck Oil Services ETF

+0.21 (+0.08%)

USD 1.14B
FXN First Trust Energy AlphaDEX® ..

+0.15 (+0.90%)

USD 0.34B
CNRG SPDR® Kensho Clean Power ETF

+0.83 (+1.63%)

USD 0.13B
PXE Invesco Dynamic Energy Explora..

+0.30 (+1.04%)

USD 0.09B
FILL iShares MSCI Global Energy Pro..

-0.01 (-0.06%)

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

+0.17 (+0.66%)

USD 0.03B
CRAK VanEck Oil Refiners ETF

+0.06 (+0.21%)

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 10.84% 100% F 90% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.84% 100% F 89% A-
Trailing 12 Months  
Capital Gain -4.47% 75% C 31% F
Dividend Return 2.03% 86% B+ 39% F
Total Return -2.44% 75% C 29% F
Trailing 5 Years  
Capital Gain 145.19% 25% F 77% C+
Dividend Return 35.84% 44% F 73% C
Total Return 181.03% 25% F 78% C+
Average Annual (5 Year Horizon)  
Capital Gain 18.99% 19% F 81% B-
Dividend Return 22.26% 19% F 82% B
Total Return 3.27% 75% C 66% D+
Risk Return Profile  
Volatility (Standard Deviation) 25.52% 88% B+ 41% F
Risk Adjusted Return 87.25% 56% F 90% 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.