Find A Portfolio/Ticker
Comparison Box
IXC: iShares Global Energy (ETF)
Basic Info 40.49 0.42(1.05%) May 26
| Asset Class: | Equity Energy |
| MyPlanIQ Rating: | (87%) |
| Start Date: | 11/26/2001 |
| Last Dividend Date: | 12/14/2020 |
| 12-Mo. Yield | 2.09% |
| Expenses | 0.48% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/20/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 6.0 | 47.2 | 55.3 | 12.9 | 8.4 | 4.6 | 2.8 | 7.4 | 35.5 | -30.9 | 12.6 | -14.8 | 5.5 | 27.9 | -22.0 | -11.7 | 16.1 | 2.8 | 0.0 | 11.7 | 24.8 | -36.8 | 29.8 | 21.0 | 29.5 | 26.5 | 30.7 | -5.8 | 5.8 |
| SR | NA | 4.56 | 1.72 | 0.23 | 0.19 | 0.15 | NA | 0.23 | 1.34 | -0.55 | 0.69 | -0.79 | 0.41 | 1.13 | -0.91 | -0.67 | 1.22 | 0.15 | 0.0 | 0.49 | 0.72 | -0.68 | 1.26 | 0.88 | 1.35 | 1.49 | 1.78 | -0.26 | 4.33 |
| DD(%) | NA | 8.6 | 16.0 | 59.5 | 64.2 | 67.9 | NA | 67.9 | 16.0 | 59.5 | 17.0 | 26.7 | 11.9 | 14.3 | 27.7 | 29.5 | 8.0 | 19.4 | 28.8 | 21.3 | 25.6 | 54.0 | 14.6 | 15.3 | 15.1 | 6.5 | 11.8 | 24.1 | 3.5 |
| SD(%) | NA | 29.8 | 27.2 | 38.2 | 31.5 | 26.3 | NA | 27.4 | 26.4 | 56.2 | 16.3 | 20.4 | 12.1 | 24.4 | 24.4 | 17.4 | 13.2 | 18.1 | 30.4 | 23.8 | 34.1 | 55.5 | 21.4 | 20.1 | 20.2 | 17.1 | 16.8 | 26.4 | 18.4 |
| TR | NA | 1.07 | 0.35 | 0.08 | 0.05 | 0.04 | NA | 0.07 | 0.23 | -0.27 | 0.12 | -0.17 | 0.06 | 0.29 | -0.23 | -0.12 | 0.17 | 0.03 | 0.0 | 0.12 | 0.28 | -0.41 | 0.28 | 0.2 | 0.29 | 0.25 | 0.29 | -0.08 | -14.09 |
| Alpha(%) | NA | 0.12 | 0.0 | 0.03 | 0.02 | 0.01 | NA | 0.0 | -0.02 | 0.03 | 0.0 | 0.01 | 0.01 | -0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.03 | 0.02 | -0.02 | 0.01 | -0.03 | -0.03 | -0.01 | -0.02 | 0.26 |
| Beta(%) | NA | 1.27 | 1.33 | 1.16 | 1.12 | 1.05 | NA | 0.97 | 1.52 | 1.13 | 0.93 | 0.95 | 0.89 | 0.95 | 0.95 | 0.94 | 0.94 | 0.93 | 0.96 | 0.96 | 0.89 | 0.91 | 0.96 | 0.89 | 0.93 | 1.01 | 1.05 | 0.81 | -0.06 |
| RS | NA | 0.82 | 0.8 | 0.92 | 0.92 | 0.92 | NA | 0.91 | 0.87 | 0.96 | 0.97 | 0.96 | 0.93 | 0.96 | 0.97 | 0.96 | 0.94 | 0.96 | 0.98 | 0.96 | 0.96 | 0.97 | 0.96 | 0.96 | 0.95 | 0.83 | 0.64 | 0.56 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/26/2001
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Equity Energy Asset Class Trend Rankings |
Top Rated Funds in Equity Energy
Best Mutual Funds
- VGENX (Vanguard Energy Inv) 0.69% (97%)
- FNARX (Fidelity Select Natural Resources) 1.12% (96%)
- MLPPX (FAMCO MLP & Energy Infrastructure) (92%)
- FANIX (Fidelity Advisor Energy I) 1.33% (75%)
- FSENX (Fidelity Select Energy) 1.33% (75%)
- FSESX (Fidelity Select Energy Service) (74%)
- IENIX (Invesco Energy Institutional) 1.07% (64%)
- VENAX (Vanguard Energy Index Adm) 1.31% (64%)
- BACIX (BlackRock All-Cap Engy & Res Inst) 0.81% (63%)
- MAGRX (BlackRock Natural Resources Instl) 0.54% (62%)
Best ETFs
- XLE (Energy Select Sector SPDR ETF) 1.10% (96%)
- OIH (Market Vectors Oil Services ETF) 3.01% (94%)
- ENY (Guggenheim Canadian Energy Income ETF) (93%)
- IPW (SPDR S&P International Energy Sect ETF) 2.68% (92%)
- FCG (First Trust ISE-Revere Natural Gas ETF) 2.45% (91%)
- FXN (First Trust Energy AlphaDEX ETF) 1.64% (90%)
- IEO (iShares US Oil&Gas Explor&Prodtn) 1.52% (89%)
- IEZ (iShares US Oil Equipment&Services) 3.09% (88%)
- IXC (iShares Global Energy) 1.05% (87%)
- IYE (iShares US Energy) 1.22% (86%)
Best Closed End Funds
- BGR (BlackRock Energy and Resources) 0.71% (100%)
- SRV (Cushing MLP Total Return Fund) 0.62% (99%)
- FEN (First Trust Energy Income And Growth) 0.68% (99%)
- FMO (Fiduciary-Claymore MLP Opportunity) 0.0% (99%)
- IRR (ING Risk Managed Natural Resources) (98%)
- KYN (Kayne Anderson MLP) 0.98% (98%)
- PEO (Petroleum & Resources Common) 1.48% (98%)
- TYG (Tortoise Energy Infrastructure Corp.) 1.02% (97%)
- SMF (Salient MLP & Energy Infrastructure Fund) (97%)
- TYN (Tortoise North American Energy Corp) (96%)
Latest Articles Related to IXC
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
