Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IXC (iShares Global Energy ETF) | 5.16% | -2.20% | 10.94% | 19.85% | 5.71% | 5.62% | 4.67% | 7.30% |
Data as of 07/03/2025, AR inception is 11/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IXC (iShares Global Energy ETF) | 11/26/2001 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.47 | -2.20 | 10.94 | 19.85 | 5.71 | 5.62 | 4.67 | 7.30 | 5.16 | 1.95 | 3.92 | 48.52 | 40.90 | -31.04 | 12.67 | -14.82 | 5.54 | 27.88 | -22.04 | -11.68 | 16.06 | 2.80 | 0.04 | 11.74 | 24.77 | -36.77 | 29.80 | 20.99 | 29.47 | 26.47 | 30.68 | -5.81 | 5.80 |
| Sharpe Ratio | NA | -0.24 | 0.27 | 0.69 | 0.15 | NA | NA | 0.22 | 0.28 | -0.29 | -0.02 | 1.48 | 1.57 | -0.55 | 0.69 | -0.80 | 0.41 | 1.13 | -0.91 | -0.67 | 1.22 | 0.15 | 0.00 | 0.49 | 0.72 | -0.68 | 1.26 | 0.88 | 1.35 | 1.49 | 1.78 | -0.26 | 4.33 |
| Standard Deviation(%) | NA | 22.47 | 22.78 | 26.17 | 27.87 | NA | NA | 26.90 | 26.85 | 16.11 | 21.28 | 32.08 | 25.99 | 56.19 | 16.26 | 20.36 | 12.14 | 24.41 | 24.35 | 17.41 | 13.16 | 18.09 | 30.44 | 23.81 | 34.15 | 55.49 | 21.44 | 20.12 | 20.25 | 17.10 | 16.83 | 26.45 | 18.37 |
| Draw Down(%) | NA | 18.03 | 19.06 | 25.97 | 64.17 | NA | NA | 67.90 | 18.03 | 13.79 | 15.18 | 24.93 | 15.71 | 59.57 | 16.98 | 26.74 | 11.88 | 14.34 | 27.72 | 29.50 | 7.97 | 19.36 | 28.83 | 21.34 | 25.57 | 53.98 | 14.64 | 15.32 | 15.05 | 6.53 | 11.83 | 24.11 | 3.52 |
| Yield(%) | 0.00 | 2.01 | 4.26 | 6.75 | 3.76 | 3.98 | 3.59 | 6.29 | 0.00 | 4.42 | 3.58 | 6.57 | 5.37 | 3.18 | 7.22 | 2.85 | 3.08 | 3.57 | 2.84 | 2.63 | 2.74 | 2.49 | 2.23 | 1.95 | 2.44 | 1.66 | 2.57 | 1.85 | 1.55 | 2.15 | 1.81 | 1.87 | 0.15 |
Data as of 07/03/2025, AR inception is 11/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IXC (iShares Global Energy ETF) |
-19.45%
Oct 2017 - Oct 2020 |
-10.43%
Mar 2015 - Mar 2020 |
-4.84%
Oct 2010 - Oct 2020 |
-1.96%
Sep 2005 - Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IXC (iShares Global Energy ETF) |
42.64%
Oct 2020 - Oct 2023 |
28.85%
Oct 2002 - Oct 2007 |
12.73%
Jan 2003 - Jan 2013 |
8.72%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart