IXC:NYE-iShares Global Energy ETF (USD)

ETF | Equity Energy |

Last Closing

USD 38.16

Change

+0.23 (+0.61)%

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: 2025-04-28 )

Largest Industry Peers for Equity Energy

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

+0.58 (+0.70%)

USD 26.50B
VDE Vanguard Energy Index Fund ETF..

+0.81 (+0.71%)

USD 6.48B
FENY Fidelity® MSCI Energy Index E..

+0.16 (+0.71%)

USD 1.35B
OIH VanEck Oil Services ETF

-1.52 (-0.70%)

USD 0.90B
FXN First Trust Energy AlphaDEX® ..

+0.11 (+0.76%)

USD 0.27B
CNRG SPDR® Kensho Clean Power ETF

+0.36 (+0.70%)

USD 0.11B
FILL iShares MSCI Global Energy Pro..

+0.20 (+0.90%)

USD 0.07B
PXE Invesco Dynamic Energy Explora..

+0.25 (+0.99%)

USD 0.07B
PXJ Invesco Dynamic Oil & Gas Serv..

-0.10 (-0.45%)

USD 0.03B
CRAK VanEck Oil Refiners ETF

+0.27 (+0.98%)

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 -0.05% 94% A 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.05% 94% A 63% D
Trailing 12 Months  
Capital Gain -13.86% 94% A 21% F
Dividend Return 2.03% 86% B+ 39% F
Total Return -11.83% 94% A 20% F
Trailing 5 Years  
Capital Gain 86.97% 31% F 75% C
Dividend Return 30.31% 69% C- 74% C
Total Return 117.28% 50% F 79% B-
Average Annual (5 Year Horizon)  
Capital Gain 18.03% 19% F 81% B-
Dividend Return 21.24% 19% F 82% B
Total Return 3.21% 75% C 65% D
Risk Return Profile  
Volatility (Standard Deviation) 25.80% 88% B+ 38% F
Risk Adjusted Return 82.32% 56% F 88% B+
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.