NYSEArca - Delayed Quote USD

iShares Global Energy ETF (IXC)

38.09
+0.21
+(0.55%)
At close: May 23 at 4:00:00 PM EDT
37.81
-0.28
(-0.74%)
After hours: May 23 at 4:09:01 PM EDT

ETF Summary

The fund generally invests at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is designed to measure the performance of global equities in the energy sector. The fund is non-diversified.

Risk Overview

Performance & Risk

YTD Return -0.79%
5y Average Return 18.86%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.79
Morningstar Risk Rating --

Risk Statistics

3 Years 5 Years 10 Years
IXCCategory AverageIXCCategory AverageIXCCategory Average
Alpha -1.35 -5.92 8.83 8.14 -3.26 -8.12
BETA 0.79 1 0.82 0.97 1.1 1.45
Mean Annual Return 0.69 0.42 1.7 1.78 0.57 0.39
R-squared 27.35 31.85 21.92 24.45 40.62 40.2
Standard Deviation 23.31 27.78 26.48 30.62 25.55 34.2
Sharpe Ratio 0.16 0.02 0.66 0.61 0.19 0.09
Treynor Ratio 1.44 -2.73 19.1 16.78 1.52 -1.81

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