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IXC: iShares Global Energy (ETF)
Basic Info 26.09 0.07(0.27%) May 12
| Asset Class: | Equity Energy |
| MyPlanIQ Rating: | (21%) |
| Start Date: | 11/26/2001 |
| Last Dividend Date: | 12/14/2020 |
| 12-Mo. Yield | 4.10% |
| Expenses | 0.48% |
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Performance Analytics (As of 05/07/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.0 | 28.5 | 41.9 | -7.7 | 0.6 | -1.5 | 0.8 | 5.4 | -30.9 | 5.0 | -17.4 | 2.2 | 24.2 | -24.6 | -14.0 | 13.0 | 0.2 | -2.2 | 9.5 | 21.9 | -38.1 | 27.3 | 19.1 | 28.0 | 24.3 | 28.8 | -7.6 | 5.6 |
| SR | NA | 4.35 | 1.28 | -0.19 | 0.02 | -0.06 | NA | 0.17 | -0.55 | -1.09 | -1.89 | -1.38 | -0.41 | -1.76 | -1.87 | -0.42 | -1.02 | -0.68 | -0.38 | 0.1 | -1.04 | 0.25 | -0.16 | 0.34 | 0.28 | 0.56 | -1.04 | 1.08 |
| DD(%) | NA | 10.8 | 35.5 | 64.2 | 64.2 | 67.9 | NA | 67.9 | 59.5 | 18.7 | 29.0 | 13.4 | 14.3 | 30.1 | 30.4 | 8.3 | 19.4 | 29.6 | 22.2 | 25.6 | 54.3 | 14.6 | 15.3 | 15.1 | 6.5 | 11.8 | 24.1 | 3.5 |
| SD(%) | NA | 27.9 | 35.8 | 36.4 | 30.1 | 26.5 | NA | 27.4 | 56.2 | 16.7 | 20.7 | 12.4 | 24.4 | 24.5 | 17.4 | 13.3 | 18.2 | 30.5 | 23.8 | 34.3 | 55.5 | 21.5 | 20.2 | 20.3 | 17.1 | 16.8 | 26.4 | 18.5 |
| TR | NA | 0.78 | 0.35 | -0.06 | 0.0 | -0.01 | NA | 0.05 | -0.27 | -0.2 | -0.41 | -0.19 | -0.11 | -0.46 | -0.35 | -0.06 | -0.2 | -0.22 | -0.09 | 0.04 | -0.63 | 0.06 | -0.04 | 0.07 | 0.05 | 0.09 | -0.34 | -3.31 |
| Alpha(%) | NA | 0.03 | 0.04 | 0.03 | 0.01 | 0.01 | NA | 0.0 | 0.03 | -0.03 | -0.01 | -0.13 | -0.08 | -0.11 | -0.01 | -0.09 | -0.01 | -0.01 | -0.04 | -0.05 | 0.0 | -0.03 | 0.0 | -0.09 | -0.04 | -0.02 | -0.09 | 0.06 |
| Beta(%) | NA | 1.56 | 1.32 | 1.11 | 1.08 | 1.02 | NA | 0.96 | 1.13 | 0.9 | 0.96 | 0.89 | 0.95 | 0.95 | 0.94 | 0.94 | 0.93 | 0.96 | 0.96 | 0.89 | 0.91 | 0.96 | 0.89 | 0.94 | 1.0 | 1.05 | 0.81 | -0.06 |
| RS | NA | 0.88 | 0.92 | 0.95 | 0.94 | 0.95 | NA | 0.92 | 0.96 | 0.86 | 0.95 | 0.88 | 0.95 | 0.96 | 0.96 | 0.93 | 0.95 | 0.98 | 0.95 | 0.96 | 0.97 | 0.95 | 0.95 | 0.95 | 0.82 | 0.64 | 0.56 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/26/2001
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