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IXC: iShares Global Energy (ETF)
Basic Info 32.79 2.48(7.03%) September 23
| Asset Class: | Equity Energy |
| MyPlanIQ Rating: | (87%) |
| Start Date: | 11/26/2001 |
| Last Dividend Date: | 06/09/2022 |
| 12-Mo. Yield | 2.09% |
| Expenses | 0.48% |
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Performance Analytics (As of 09/23/2022)
| 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(%) | -9.0 | 23.7 | 33.7 | 7.5 | 4.4 | 1.8 | 1.1 | 6.6 | 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 | 1.0 | 1.08 | 0.18 | 0.11 | 0.05 | NA | 0.21 | 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 | 23.5 | 23.5 | 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 | 33.0 | 30.6 | 39.5 | 32.7 | 26.8 | NA | 27.5 | 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 | 0.26 | 0.26 | 0.06 | 0.03 | 0.01 | NA | 0.06 | 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 | 0.06 | 0.03 | 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 | 1.28 | 1.27 | 1.18 | 1.13 | 1.07 | 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 | 0.87 | 0.85 | 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
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