iShares Global Energy ETF (IXC)

  • Overview
  • Dividends
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Overview


iShares Global Energy ETF started on 11/26/2001
iShares Global Energy ETF is classified as asset class Equity Energy
iShares Global Energy ETF expense ratio is 0.44%
iShares Global Energy ETF rating is
(87%)

Dividends


iShares Global Energy ETF (IXC) Dividend Info

iShares Global Energy ETF (IXC) dividend growth in the last 12 months is 29.21%

The trailing 12-month yield of iShares Global Energy ETF is 4.07%. its dividend history:

Pay Date Cash Amount
Dec 17, 2024 $0.845
Jun 11, 2024 $0.898
Dec 20, 2023 $0.636
Jun 07, 2023 $0.713
Dec 13, 2022 $1.096
Jun 09, 2022 $0.761
Dec 13, 2021 $0.668
Jun 10, 2021 $0.427
Dec 14, 2020 $0.596
Jun 15, 2020 $0.391
Dec 16, 2019 $1.482
Jun 17, 2019 $0.677
Dec 18, 2018 $0.54
Jun 19, 2018 $0.489
Dec 21, 2017 $0.56
Jun 20, 2017 $0.525
Dec 22, 2016 $0.481
Jun 21, 2016 $0.516
Dec 21, 2015 $0.531
Jun 24, 2015 $0.527
Dec 19, 2014 $0.526
Jun 24, 2014 $0.597
Dec 17, 2013 $0.543
Jun 25, 2013 $0.529
Dec 17, 2012 $0.469
Jun 20, 2012 $0.505
Dec 19, 2011 $0.437
Jun 21, 2011 $0.442
Dec 20, 2010 $0.348
Jun 21, 2010 $0.371
Dec 21, 2009 $0.427
Jun 22, 2009 $0.322
Dec 22, 2008 $0.385
Jun 23, 2008 $0.4013
Dec 24, 2007 $0.9277
Dec 21, 2006 $0.6003
Dec 23, 2005 $0.367
Dec 23, 2004 $0.4243
Dec 22, 2003 $0.2063
Dec 16, 2003 $0.076
Dec 23, 2002 $0.3033
Dec 24, 2001 $0.024

Dividend Growth History for iShares Global Energy ETF (IXC)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2024
2024 $1.743 4.42% 29.21% -
2023 $1.349 3.58% -27.36% 29.21%
2022 $1.857 6.57% 69.59% -3.12%
2021 $1.095 5.37% 10.94% 16.76%
2020 $0.987 3.18% -54.28% 15.28%
2019 $2.159 7.22% 109.82% -4.19%
2018 $1.029 2.85% -5.16% 9.18%
2017 $1.085 3.08% 8.83% 7.01%
2016 $0.997 3.57% -5.77% 7.23%
2015 $1.058 2.84% -5.79% 5.70%
2014 $1.123 2.63% 4.76% 4.49%
2013 $1.072 2.74% 10.06% 4.52%
2012 $0.974 2.49% 10.81% 4.97%
2011 $0.879 2.23% 22.25% 5.41%
2010 $0.719 1.95% -4.01% 6.53%
2009 $0.749 2.44% -4.74% 5.79%
2008 $0.7863 1.66% -15.24% 5.10%
2007 $0.9277 2.57% 54.54% 3.78%
2006 $0.6003 1.85% 63.57% 6.10%
2005 $0.367 1.55% -13.50% 8.55%
2004 $0.4243 2.15% 50.30% 7.32%
2003 $0.2823 1.81% -6.92% 9.06%
2002 $0.3033 1.87% 1,163.75% 8.27%
2001 $0.024 0.15% - 20.48%

Dividend Growth Chart for iShares Global Energy ETF (IXC)

iShares Global Energy ETF (IXC) Dividend Calculator

$
Total Dividend Accrued
$ 1,460.00
Annualized Dividend Yield
10.68 %

Performance


iShares Global Energy ETF (IXC) Historical Returns And Risk Info

From 11/26/2001 to 05/07/2025, the compound annualized total return (dividend reinvested) of iShares Global Energy ETF (IXC) is 6.816%. Its cumulative total return (dividend reinvested) is 368.06%.

From 11/26/2001 to 05/07/2025, the Maximum Drawdown of iShares Global Energy ETF (IXC) is 67.9%.

From 11/26/2001 to 05/07/2025, the Sharpe Ratio of iShares Global Energy ETF (IXC) is 0.21.

From 11/26/2001 to 05/07/2025, the Annualized Standard Deviation of iShares Global Energy ETF (IXC) is 27.0%.

From 11/26/2001 to 05/07/2025, the Beta of iShares Global Energy ETF (IXC) is 0.97.

The return data shown below all have the same latest date: 05/07/2025.
AR inception is since 11/26/2001.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
IXC (iShares Global Energy ETF) -2.59% -10.22% 5.73% 19.04% 3.94% 4.49% 4.79% 6.94%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) -3.90% 9.87% 13.73% 16.05% 12.31% 13.43% 10.14% 9.11%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 1.60% 8.07% 8.19% 7.93% 5.93% 6.97% 5.97% 6.06%

Return Calculator for iShares Global Energy ETF (IXC)

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iShares Global Energy ETF (IXC) Historical Return Chart


Calculators


Dollar Cost Average Calculator for iShares Global Energy ETF (IXC)

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Retirement Spending Calculator for iShares Global Energy ETF (IXC)

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Rolling Returns


iShares Global Energy ETF (IXC) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 11/26/2001 to 05/07/2025, the worst annualized return of 3-year rolling returns for iShares Global Energy ETF (IXC) is -19.45%.
From 11/26/2001 to 05/07/2025, the worst annualized return of 5-year rolling returns for iShares Global Energy ETF (IXC) is -10.43%.
From 11/26/2001 to 05/07/2025, the worst annualized return of 10-year rolling returns for iShares Global Energy ETF (IXC) is -4.84%.
From 11/26/2001 to 05/07/2025, the worst annualized return of 20-year rolling returns for iShares Global Energy ETF (IXC) is 4.91%.

Drawdowns


iShares Global Energy ETF (IXC) Maximum Drawdown




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