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Performance analysis of EXI (ISHARES GLOBAL INDUSTRIALS ETF)

Annual Return

Over the past 3 years, EXI has had an average annual return of +18.21%, underperforming the benchmark SPY, which returned +19.31% annual.

Over the past 5 years, EXI has had an average annual return of +11.67%, underperforming the benchmark SPY, which returned +12.55% annual.

Over the past 10 years, EXI has had an average annual return of +12.25%, underperforming the benchmark SPY, which returned +14.95% annual.

Since Sep 27, 2006, EXI has had an average annual return of +8.80%, underperforming the benchmark SPY, which returned +11.05% annual.

202620252024202320222021202020192018201720162015
+11.19%+25.88%+12.48%+22.04%-12.35%+17.38%+11.33%+27.13%-14.40%+25.17%+13.47%-2.27%
201420132012201120102009200820072006
+0.60%+32.38%+16.61%-8.41%+23.24%+25.99%-41.46%+14.07%+8.67%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+7.10%+6.43%-9.43%+8.23%-0.56%+3.53%-3.32%+11.19%
2025+4.64%+0.03%-1.65%+2.21%+8.29%+3.63%+1.28%+0.82%+2.30%+0.90%-1.17%+2.35%+25.88%
2024-0.63%+6.08%+3.99%-3.47%+3.53%-2.41%+4.12%+2.97%+2.71%-2.60%+4.44%-6.07%+12.48%
2023+6.11%-1.27%+2.32%+0.52%-2.66%+9.04%+2.47%-3.26%-5.20%-3.69%+9.92%+7.25%+22.04%
2022-6.15%-2.13%+2.34%-8.36%+0.36%-8.95%+9.51%-4.83%-10.23%+11.39%+9.98%-2.84%-12.35%
2021-2.80%+5.07%+6.36%+2.52%+3.59%-2.25%+1.60%+1.59%-4.67%+4.36%-3.97%+5.57%+17.38%
2020-1.13%-10.04%-17.87%+7.74%+7.09%+2.66%+3.05%+9.13%-0.65%-2.61%+15.47%+2.41%+11.33%
2019+9.43%+4.68%-0.34%+4.54%-7.20%+7.42%-0.64%-2.58%+3.05%+3.06%+3.24%+0.69%+27.13%
2018+5.30%-4.85%-1.79%-1.11%+1.43%-2.92%+5.10%-0.32%+1.72%-10.58%+2.35%-8.40%-14.40%
2017+2.96%+2.38%+1.19%+2.76%+1.94%+1.53%+0.54%+0.37%+4.05%+1.45%+1.61%+1.95%+25.17%

Drawdown analysis of EXI (ISHARES GLOBAL INDUSTRIALS ETF)

The maximum drawdown for the EXI was -62.59%, occurring on Mar 9, 2009. Recovery took 1047 trading sessions.

The current EXI drawdown is -4.54%.

Since Sep 27, 2006 EXI has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 1 time
  • 30% or more: 2 times
  • 20% or more: 4 times
  • 10% or more: 10 times
DepthStartTo BottomBottomTo RecoverEndTotal
-62.59%Oct 11, 2007353Mar 9, 20091047May 6, 20131400
-39.56%Feb 12, 202027Mar 23, 2020161Nov 9, 2020188
-27.22%Jan 4, 2022186Sep 30, 2022195Jul 13, 2023381
-23.83%Jan 26, 2018229Dec 24, 2018217Nov 4, 2019446
-16.53%May 21, 2015167Jan 20, 2016126Jul 20, 2016293
-14.38%Dec 4, 202484Apr 8, 202517May 2, 2025101
-13.64%Jul 28, 202364Oct 27, 202332Dec 13, 202396
-12.35%Feb 27, 202621Mar 30, 202626May 6, 202647
-12.19%Jun 9, 201488Oct 13, 201489Feb 20, 2015177
-11.87%Jul 19, 200719Aug 15, 200736Oct 5, 200755
-7.56%May 21, 201323Jun 24, 201318Jul 19, 201341
-7.43%Jul 16, 202414Aug 5, 202414Aug 23, 202428
-7.11%Feb 20, 20078Mar 2, 200726Apr 10, 200734
-7.04%Nov 8, 202116Dec 1, 202123Jan 4, 202239
-7.02%Dec 31, 201322Feb 3, 201422Mar 6, 201444
-6.38%May 6, 202624Jun 10, 20267Jun 22, 202631
-6.18%Sep 3, 202120Oct 4, 202124Nov 5, 202144
-5.87%Oct 27, 202518Nov 20, 202514Dec 11, 202532
-5.43%Jan 8, 202114Jan 29, 202110Feb 12, 202124
-4.97%Jun 4, 202130Jul 19, 202117Aug 11, 202147
-4.89%Mar 27, 202416Apr 19, 202415May 10, 202431
-4.63%Aug 30, 20244Sep 6, 20249Sep 19, 202413
-4.56%Sep 7, 201642Nov 4, 20164Nov 10, 201646
-4.54%Jul 6, 202610Jul 20, 2026OngoingOngoingOngoing
-4.31%May 15, 202421Jun 14, 202420Jul 16, 202441