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JXI: iShares Global Utilities ETF (ETF)
Basic Info 83.85 0.4(0.48%) June 05
| Asset Class: | Utilities |
| MyPlanIQ Rating: | (85%) |
| Start Date: | 09/21/2006 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 2.76% |
| Expenses | 0.43% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/21/2006 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 6.6 | 18.1 | 15.6 | 9.5 | 9.3 | 7.8 | 6.2 | 22.7 | 13.1 | 0.6 | -4.2 | 10.9 | 5.2 | 23.9 | 2.3 | 14.8 | 6.3 | -7.1 | 15.3 | 12.1 | 2.6 | -2.8 | -1.9 | 6.3 | -29.1 | 22.4 | 13.8 |
| Sharpe Ratio | NA | 0.98 | 1.24 | 0.89 | 0.45 | 0.45 | NA | 0.27 | 1.4 | 0.71 | -0.2 | -0.28 | 0.87 | 0.14 | 2.27 | 0.08 | 1.74 | 0.43 | -0.47 | 1.31 | 1.03 | 0.21 | -0.13 | -0.1 | 0.27 | -0.71 | 1.17 | 7.0 |
| Draw Down(%) | NA | 7.1 | 7.1 | 16.3 | 22.4 | 34.2 | NA | 50.2 | 8.2 | 10.1 | 16.6 | 22.4 | 8.9 | 34.2 | 4.3 | 8.1 | 5.5 | 12.9 | 14.0 | 7.4 | 9.8 | 8.8 | 16.3 | 17.3 | 27.3 | 42.7 | 9.4 | 1.3 |
| Standard Deviation(%) | NA | 15.5 | 12.7 | 14.4 | 15.4 | 17.1 | NA | 18.9 | 14.4 | 13.4 | 15.4 | 19.8 | 12.5 | 34.8 | 9.9 | 11.9 | 8.2 | 14.2 | 15.3 | 11.6 | 11.7 | 12.0 | 22.3 | 18.6 | 23.1 | 41.9 | 16.5 | 8.1 |
| Treynor Ratio | NA | 0.18 | 0.2 | 0.15 | 0.08 | 0.09 | NA | 0.06 | 0.25 | 0.11 | -0.04 | -0.06 | 0.14 | 0.06 | 0.28 | 0.01 | 0.19 | 0.08 | -0.09 | 0.21 | 0.15 | 0.03 | -0.02 | -0.02 | 0.07 | -0.3 | 0.25 | 0.74 |
| Alpha | NA | 0.02 | 0.03 | 0.01 | 0.0 | 0.0 | NA | -0.01 | 0.03 | -0.02 | 0.03 | -0.02 | -0.01 | 0.02 | 0.01 | 0.0 | 0.02 | -0.03 | -0.01 | -0.01 | 0.0 | 0.0 | -0.09 | -0.03 | -0.01 | 0.0 | 0.03 | 0.07 |
| Beta | NA | 0.86 | 0.8 | 0.83 | 0.84 | 0.83 | NA | 0.89 | 0.81 | 0.83 | 0.83 | 0.89 | 0.78 | 0.84 | 0.8 | 0.69 | 0.75 | 0.81 | 0.82 | 0.73 | 0.82 | 0.9 | 1.15 | 1.09 | 0.92 | 1.02 | 0.79 | 0.76 |
| RSquared | NA | 0.84 | 0.79 | 0.87 | 0.88 | 0.86 | NA | 0.8 | 0.81 | 0.9 | 0.9 | 0.9 | 0.86 | 0.89 | 0.84 | 0.73 | 0.76 | 0.77 | 0.81 | 0.7 | 0.74 | 0.53 | 0.8 | 0.79 | 0.71 | 0.82 | 0.71 | 0.58 |
| Yield(%) | N/A | 0.0 | 2.8 | 3.4 | 3.1 | 3.9 | 4.1 | N/A | 3.1 | 3.3 | 3.5 | 2.9 | 3.0 | 2.7 | 4.2 | 3.1 | 4.0 | 4.9 | 3.4 | 4.0 | 4.6 | 4.1 | 4.3 | 3.9 | 3.6 | 3.6 | 0.9 | 0.7 |
| Dividend Growth(%) | N/A | -100.0 | 3.9 | 14.4 | 7.1 | N/A | N/A | N/A | 3.9 | -7.3 | 10.9 | 4.7 | 13.0 | -20.9 | 30.0 | -13.6 | -15.9 | 28.3 | -4.8 | -8.2 | 9.9 | -11.7 | 2.5 | 14.0 | -31.7 | 356.1 | 62.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/21/2006
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Best ETFs
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- DBU (WISDOMTREE GLOBAL EX-U.S. UTILITIES FUND N/A) (25%)
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Best Closed End Funds
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