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KXI: iShares Global Consumer Staples (ETF)
Basic Info 61.51 0.22(0.36%) March 30
| Asset Class: | Consumer Defensive |
| MyPlanIQ Rating: | (85%) |
| Start Date: | 09/21/2006 |
| Last Dividend Date: | 12/13/2022 |
| 12-Mo. Yield | 1.24% |
| Expenses | 0.48% |
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Performance Analytics (As of 03/28/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 3.3 | 3.1 | 2.4 | 11.5 | 7.1 | 7.8 | 9.1 | 9.5 | -4.1 | 13.8 | 7.7 | 23.4 | -10.7 | 18.9 | 3.5 | 8.5 | 8.9 | 22.2 | 16.9 | 11.7 | 15.9 | 24.8 | -20.8 | 19.5 | 5.9 |
| SR | NA | -0.02 | 0.0 | 0.88 | 0.4 | 0.51 | NA | 0.55 | -0.33 | 1.38 | 0.28 | 2.29 | -0.98 | 2.7 | 0.26 | 0.62 | 0.93 | 2.05 | 1.6 | 0.61 | 1.07 | 1.28 | -0.71 | 1.1 | 3.0 |
| DD(%) | NA | 4.4 | 15.6 | 16.6 | 24.6 | 24.6 | NA | 40.6 | 16.6 | 6.6 | 24.6 | 4.4 | 16.0 | 3.6 | 11.4 | 10.0 | 7.5 | 8.1 | 6.8 | 15.5 | 11.2 | 22.0 | 30.2 | 7.0 | 1.5 |
| SD(%) | NA | 12.0 | 15.8 | 14.6 | 16.1 | 13.9 | NA | 15.9 | 16.6 | 9.9 | 26.4 | 9.6 | 12.3 | 6.8 | 12.6 | 13.8 | 9.5 | 10.8 | 10.6 | 19.0 | 14.8 | 19.2 | 30.5 | 15.1 | 6.7 |
| TR | NA | 0.0 | 0.0 | 0.23 | 0.1 | 0.11 | NA | 0.14 | -0.1 | 0.29 | 0.11 | 0.41 | -0.23 | 0.42 | 0.05 | 0.11 | 0.14 | 0.27 | 0.24 | 0.23 | 0.22 | 0.41 | -0.32 | 0.23 | 0.32 |
| Alpha(%) | NA | -0.02 | 0.03 | 0.01 | 0.0 | 0.0 | NA | 0.01 | 0.02 | 0.0 | -0.02 | 0.02 | -0.04 | 0.03 | -0.02 | 0.03 | 0.0 | -0.01 | 0.02 | 0.04 | 0.02 | 0.03 | 0.03 | 0.05 | 0.01 |
| Beta(%) | NA | 0.43 | 0.54 | 0.56 | 0.61 | 0.63 | NA | 0.64 | 0.54 | 0.48 | 0.7 | 0.53 | 0.52 | 0.43 | 0.72 | 0.77 | 0.65 | 0.82 | 0.71 | 0.52 | 0.71 | 0.59 | 0.68 | 0.72 | 0.63 |
| RS | NA | 0.38 | 0.64 | 0.62 | 0.68 | 0.66 | NA | 0.68 | 0.62 | 0.41 | 0.85 | 0.48 | 0.53 | 0.18 | 0.56 | 0.76 | 0.61 | 0.7 | 0.72 | 0.4 | 0.75 | 0.71 | 0.83 | 0.57 | 0.49 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/21/2006
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Consumer Defensive Asset Class Trend Rankings |
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