IXC:NYE-iShares Global Energy ETF (USD)

ETF | Equity Energy |

Last Closing

USD 37.13

Change

-0.68 (-1.80)%

Market Cap

N/A

Volume

0.45M

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: 2025-05-05 )

Largest Industry Peers for Equity Energy

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

-1.48 (-1.81%)

USD 26.50B
VDE Vanguard Energy Index Fund ETF..

-2.16 (-1.89%)

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

-0.42 (-1.86%)

USD 1.35B
OIH VanEck Oil Services ETF

-5.30 (-2.41%)

USD 0.90B
FXN First Trust Energy AlphaDEX® ..

-0.30 (-2.08%)

USD 0.27B
CNRG SPDR® Kensho Clean Power ETF

-0.73 (-1.43%)

USD 0.11B
FILL iShares MSCI Global Energy Pro..

-0.24 (-1.07%)

USD 0.07B
PXE Invesco Dynamic Energy Explora..

-0.44 (-1.72%)

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

-0.42 (-1.83%)

USD 0.03B
CRAK VanEck Oil Refiners ETF

+0.28 (+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 -2.75% 94% A 47% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.75% 94% A 45% F
Trailing 12 Months  
Capital Gain -14.27% 75% C 20% F
Dividend Return 2.07% 86% B+ 40% F
Total Return -12.20% 75% C 20% F
Trailing 5 Years  
Capital Gain 97.08% 25% F 74% C
Dividend Return 32.83% 69% C- 75% C
Total Return 129.92% 25% F 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 17.82% 19% F 82% B
Dividend Return 21.01% 19% F 82% B
Total Return 3.19% 75% C 65% D
Risk Return Profile  
Volatility (Standard Deviation) 25.88% 88% B+ 38% F
Risk Adjusted Return 81.21% 56% F 87% 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.