IXC:NYE-iShares Global Energy ETF (USD)

ETF | Equity Energy |

Last Closing

USD 38.07

Change

-0.44 (-1.14)%

Market Cap

N/A

Volume

0.34M

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: 2025-05-21 )

Largest Industry Peers for Equity Energy

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

-1.54 (-1.84%)

USD 27.87B
VDE Vanguard Energy Index Fund ETF..

-2.15 (-1.84%)

USD 6.97B
FENY Fidelity® MSCI Energy Index E..

-0.43 (-1.87%)

USD 1.35B
OIH VanEck Oil Services ETF

-6.46 (-2.90%)

USD 0.96B
FXN First Trust Energy AlphaDEX® ..

-0.33 (-2.19%)

USD 0.29B
CNRG SPDR® Kensho Clean Power ETF

-1.75 (-2.95%)

USD 0.13B
FILL iShares MSCI Global Energy Pro..

-0.09 (-0.39%)

USD 0.07B
PXE Invesco Dynamic Energy Explora..

-0.63 (-2.28%)

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

-0.62 (-2.64%)

USD 0.03B
CRAK VanEck Oil Refiners ETF

-0.36 (-1.20%)

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 -0.29% 88% B+ 56% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.29% 88% B+ 52% F
Trailing 12 Months  
Capital Gain -10.91% 81% B- 23% F
Dividend Return 2.10% 86% B+ 41% F
Total Return -8.80% 94% A 22% F
Trailing 5 Years  
Capital Gain 92.76% 25% F 74% C
Dividend Return 31.32% 75% C 73% C
Total Return 124.08% 50% F 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 17.34% 19% F 82% B
Dividend Return 20.51% 25% F 83% B
Total Return 3.16% 75% C 65% D
Risk Return Profile  
Volatility (Standard Deviation) 25.96% 88% B+ 37% F
Risk Adjusted Return 78.98% 56% F 86% 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.