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IXC: iShares Global Energy ETF (ETF)
Basic Info 54.25 1.15(2.08%) June 05
| Asset Class: | Equity Energy |
| MyPlanIQ Rating: | (87%) |
| Start Date: | 11/26/2001 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 4.05% |
| Expenses | 0.44% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 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(%) | 1.8 | 29.4 | 47.2 | 18.0 | 19.3 | 10.1 | 5.5 | 5.6 | 8.3 | 9.8 | 2.0 | 3.9 | 48.5 | 40.9 | -31.0 | 12.7 | -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 |
| Sharpe Ratio | NA | 3.41 | 2.26 | 0.74 | 0.74 | 0.3 | NA | NA | 0.26 | 0.26 | -0.1 | 0.01 | 1.48 | 1.57 | -0.55 | 0.69 | -0.8 | 0.4 | 1.13 | -0.91 | -0.67 | 1.22 | 0.15 | 0.0 | 0.49 | 0.72 | -0.68 | 1.25 | 0.88 | 1.34 | 1.49 | 1.78 | -0.26 | 4.33 |
| Draw Down(%) | NA | 9.7 | 9.7 | 19.1 | 24.9 | 64.2 | NA | NA | 67.9 | 18.0 | 13.8 | 15.2 | 24.9 | 15.7 | 59.6 | 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 |
| Standard Deviation(%) | NA | 22.7 | 18.8 | 19.5 | 23.6 | 27.1 | NA | NA | 26.6 | 22.2 | 16.1 | 21.3 | 32.1 | 26.0 | 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 |
| Treynor Ratio | NA | 0.6 | 0.33 | 0.12 | 0.14 | 0.07 | NA | NA | 0.07 | 0.05 | -0.01 | 0.0 | 0.38 | 0.27 | -0.28 | 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 | 0.28 | -0.09 | -13.96 |
| Alpha | NA | 0.03 | 0.01 | -0.02 | -0.01 | 0.01 | NA | NA | 0.0 | -0.03 | -0.04 | -0.02 | 0.06 | -0.01 | 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 | 1.3 | 1.3 | 1.25 | 1.28 | 1.13 | NA | NA | 0.99 | 1.22 | 1.21 | 1.23 | 1.25 | 1.51 | 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 |
| RSquared | NA | 0.75 | 0.71 | 0.78 | 0.84 | 0.89 | NA | NA | 0.9 | 0.71 | 0.77 | 0.89 | 0.87 | 0.88 | 0.95 | 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 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.0 | 4.4 | 3.6 | 6.6 | 5.4 | 3.2 | 7.2 | 2.8 | 3.1 | 3.6 | 2.8 | 2.6 | 2.7 | 2.5 | 2.2 | 2.0 | 2.4 | 1.7 | 2.6 | 1.9 | 1.5 | 2.2 | 1.8 | 1.9 | 0.2 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -11.4 | 29.2 | -27.4 | 69.6 | 10.9 | -54.3 | 109.8 | -5.2 | 8.8 | -5.8 | -5.8 | 4.8 | 10.1 | 10.8 | 22.3 | -4.0 | -4.7 | -15.2 | 54.5 | 63.6 | -13.5 | 50.3 | -6.9 | 1163.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/16/2001
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