Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JXI (iShares Global Utilities ETF) | 6.10% | 17.32% | 15.38% | 9.38% | 9.09% | 7.87% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/21/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JXI (iShares Global Utilities ETF) | 09/21/2006 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.08 | 17.32 | 15.38 | 9.38 | 9.09 | 7.87 | NA | … | … | 6.10 | 22.65 | 13.14 | 0.64 | -4.15 | 10.87 | 5.16 | 23.95 | 2.31 | 14.82 | 6.27 | -7.11 | 15.25 | 12.07 | 2.58 | -2.77 | -1.85 | 6.27 | -29.10 | 22.44 | 13.78 |
| Sharpe Ratio | NA | 1.24 | 0.89 | 0.45 | 0.45 | NA | NA | … | … | 0.98 | 1.40 | 0.71 | -0.20 | -0.28 | 0.87 | 0.14 | 2.27 | 0.08 | 1.74 | 0.43 | -0.47 | 1.31 | 1.03 | 0.21 | -0.13 | -0.10 | 0.27 | -0.71 | 1.17 | 7.00 |
| Standard Deviation(%) | NA | 12.70 | 14.43 | 15.36 | 17.05 | NA | NA | … | … | 15.46 | 14.37 | 13.40 | 15.42 | 19.85 | 12.45 | 34.75 | 9.89 | 11.91 | 8.15 | 14.21 | 15.33 | 11.59 | 11.71 | 11.99 | 22.28 | 18.60 | 23.13 | 41.92 | 16.50 | 8.09 |
| Draw Down(%) | NA | 7.11 | 16.30 | 22.45 | 34.22 | NA | NA | … | … | 7.11 | 8.17 | 10.14 | 16.57 | 22.45 | 8.91 | 34.22 | 4.28 | 8.08 | 5.53 | 12.93 | 13.96 | 7.39 | 9.79 | 8.80 | 16.27 | 17.31 | 27.35 | 42.73 | 9.43 | 1.27 |
| Yield(%) | 0.00 | 2.76 | 3.38 | 3.14 | 3.88 | 4.07 | 3.44 | … | … | 0.00 | 3.12 | 3.30 | 3.48 | 2.93 | 3.04 | 2.74 | 4.15 | 3.14 | 4.02 | 4.89 | 3.38 | 4.03 | 4.56 | 4.11 | 4.31 | 3.94 | 3.57 | 3.58 | 0.94 | 0.66 |
Data as of 06/04/2026, Common starting date is 09/21/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JXI (iShares Global Utilities ETF) |
-11.05%
Nov 2007 – Nov 2010 |
-6.42%
Nov 2007 – Nov 2012 |
0.77%
Dec 2007 – Dec 2017 |
2.41%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JXI (iShares Global Utilities ETF) |
19.47%
Feb 2023 – Feb 2026 |
13.21%
Feb 2021 – Feb 2026 |
10.73%
Feb 2016 – Feb 2026 |
8.08%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart