IXC:NYE-iShares Global Energy ETF (USD)

ETF | Equity Energy |

Last Closing

USD 38.64

Change

+0.60 (+1.58)%

Market Cap

N/A

Volume

0.27M

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: 2025-05-12 )

Largest Industry Peers for Equity Energy

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

+2.15 (+2.61%)

USD 26.50B
VDE Vanguard Energy Index Fund ETF..

+2.86 (+2.48%)

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

+0.58 (+2.55%)

USD 1.35B
OIH VanEck Oil Services ETF

+8.74 (+3.94%)

USD 0.90B
FXN First Trust Energy AlphaDEX® ..

+0.57 (+3.90%)

USD 0.27B
CNRG SPDR® Kensho Clean Power ETF

+2.62 (+4.73%)

USD 0.11B
FILL iShares MSCI Global Energy Pro..

+0.44 (+1.94%)

USD 0.07B
PXE Invesco Dynamic Energy Explora..

+0.98 (+3.71%)

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

+0.74 (+3.22%)

USD 0.03B
CRAK VanEck Oil Refiners ETF

+0.66 (+2.28%)

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 1.20% 88% B+ 64% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.20% 88% B+ 61% D-
Trailing 12 Months  
Capital Gain -11.46% 69% C- 21% F
Dividend Return 2.06% 86% B+ 40% F
Total Return -9.40% 69% C- 20% F
Trailing 5 Years  
Capital Gain 107.85% 25% F 74% C
Dividend Return 33.28% 69% C- 74% C
Total Return 141.13% 25% F 76% C+
Average Annual (5 Year Horizon)  
Capital Gain 17.59% 19% F 82% B
Dividend Return 20.77% 19% F 83% B
Total Return 3.18% 75% C 65% D
Risk Return Profile  
Volatility (Standard Deviation) 25.94% 88% B+ 37% F
Risk Adjusted Return 80.07% 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.