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IXG: iShares Global Financials ETF (ETF)
Basic Info 121.69 1.18(0.96%) June 05
| Asset Class: | Financial |
| MyPlanIQ Rating: | (87%) |
| Start Date: | 11/26/2001 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 2.27% |
| Expenses | 0.42% |
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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(%) | -0.2 | 0.7 | 14.1 | 23.0 | 11.2 | 11.9 | 9.5 | 4.9 | 6.1 | 27.5 | 25.7 | 15.0 | -9.0 | 25.1 | -3.0 | 24.6 | -16.3 | 23.8 | 11.7 | -3.6 | 2.9 | 26.0 | 31.2 | -20.0 | 3.9 | 31.8 | -54.1 | -8.8 | 24.8 | 11.6 | 16.3 | 39.6 | -17.0 | -0.1 |
| Sharpe Ratio | NA | -0.01 | 0.89 | 1.36 | 0.51 | 0.51 | NA | NA | 0.19 | 1.41 | 1.52 | 0.71 | -0.45 | 1.54 | -0.08 | 1.71 | -1.09 | 2.21 | 0.56 | -0.22 | 0.23 | 1.81 | 1.63 | -0.59 | 0.14 | 0.61 | -0.99 | -0.55 | 1.57 | 0.91 | 1.21 | 2.05 | -0.56 | -0.15 |
| Draw Down(%) | NA | 11.3 | 11.3 | 13.5 | 27.2 | 43.5 | NA | NA | 78.4 | 13.5 | 7.3 | 14.3 | 27.2 | 9.0 | 41.8 | 9.7 | 26.6 | 5.6 | 19.3 | 15.2 | 9.4 | 9.9 | 19.2 | 33.5 | 22.5 | 46.8 | 65.7 | 16.6 | 13.5 | 7.7 | 11.7 | 18.8 | 33.1 | 2.9 |
| Standard Deviation(%) | NA | 16.5 | 13.6 | 15.1 | 17.3 | 20.2 | NA | NA | 25.1 | 17.8 | 12.5 | 15.3 | 23.2 | 16.2 | 41.2 | 13.6 | 16.2 | 10.5 | 20.5 | 16.9 | 12.3 | 14.3 | 19.3 | 34.0 | 27.7 | 52.3 | 55.6 | 21.4 | 13.8 | 10.3 | 12.7 | 19.0 | 32.1 | 11.4 |
| Treynor Ratio | NA | 0.0 | 0.15 | 0.25 | 0.1 | 0.12 | NA | NA | 0.06 | 0.3 | 0.26 | 0.13 | -0.12 | 0.31 | -0.04 | 0.28 | -0.22 | 0.32 | 0.11 | -0.04 | 0.03 | 0.27 | 0.3 | -0.2 | 0.04 | 0.38 | -0.71 | -0.13 | 0.22 | 0.14 | 0.19 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.05 | 0.04 | 0.02 | 0.01 | 0.0 | NA | NA | 0.01 | 0.04 | 0.01 | 0.01 | 0.01 | -0.01 | -0.01 | -0.01 | -0.03 | 0.03 | -0.05 | -0.01 | -0.04 | -0.02 | 0.01 | -0.03 | -0.04 | 0.06 | -0.11 | 0.03 | 0.03 | 0.03 | 0.04 | NA | NA | NA |
| Beta | NA | 0.87 | 0.82 | 0.83 | 0.85 | 0.84 | NA | NA | 0.85 | 0.84 | 0.75 | 0.82 | 0.89 | 0.82 | 0.86 | 0.84 | 0.81 | 0.73 | 1.06 | 0.95 | 0.92 | 0.96 | 1.06 | 0.98 | 1.04 | 0.84 | 0.77 | 0.88 | 0.99 | 0.66 | 0.8 | NA | NA | NA |
| RSquared | NA | 0.75 | 0.78 | 0.85 | 0.89 | 0.89 | NA | NA | 0.78 | 0.9 | 0.82 | 0.88 | 0.93 | 0.92 | 0.96 | 0.89 | 0.88 | 0.8 | 0.86 | 0.86 | 0.81 | 0.84 | 0.83 | 0.91 | 0.88 | 0.91 | 0.86 | 0.85 | 0.64 | 0.53 | 0.51 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.6 | 3.2 | 2.9 | 3.2 | 2.1 | 2.0 | 3.5 | 2.5 | 2.5 | 2.5 | 2.6 | 2.4 | 2.6 | 3.1 | 2.6 | 2.1 | 2.4 | 2.6 | 3.1 | 1.6 | 1.8 | 1.5 | 3.3 | 1.1 | 0.1 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -2.6 | 23.0 | -20.9 | 93.1 | -2.8 | -29.6 | 10.5 | 20.5 | 16.1 | -13.7 | 10.1 | 11.4 | 6.3 | -6.4 | 24.5 | 16.8 | -58.7 | -27.5 | 129.4 | 1.3 | 33.6 | -38.4 | 154.6 | 1227.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/16/2001
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