Performance analysis of IXC (iShares Global Energy ETF)
Annual Return
Over the past 3 years, IXC has had an average annual return of +18.56%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, IXC has had an average annual return of +19.63%, outperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, IXC has had an average annual return of +10.22%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 16, 2001, IXC has had an average annual return of +8.45%, underperforming the benchmark SPY, which returned +9.99% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +31.08% | +14.06% | +1.98% | +3.90% | +48.49% | +40.97% | -30.94% | +12.60% | -14.82% | +5.54% | +27.87% | -22.04% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -11.68% | +16.07% | +2.80% | +0.04% | +11.74% | +24.77% | -36.77% | +29.80% | +20.99% | +29.48% | +26.47% | +30.14% |
| 2002 | 2001 | ||||||||||
| -5.80% | +8.39% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +13.05% | +9.30% | +11.20% | -1.39% | -6.16% | +3.10% | +31.08% | ||||||
| 2025 | +2.38% | +2.69% | +4.81% | -11.79% | +2.21% | +5.38% | +2.37% | +4.35% | -0.52% | -0.10% | +2.92% | -0.29% | +14.06% |
| 2024 | -0.84% | +1.73% | +8.87% | +0.42% | +0.86% | -2.48% | +1.52% | -0.45% | -3.50% | -0.07% | +4.40% | -7.58% | +1.98% |
| 2023 | +3.15% | -4.95% | -1.23% | +4.13% | -9.72% | +6.86% | +6.23% | +1.74% | +2.56% | -4.17% | +0.53% | -0.00831% | +3.90% |
| 2022 | +16.47% | +4.87% | +7.59% | -1.85% | +13.95% | -14.64% | +7% | +1.79% | -9.68% | +20.19% | +3.32% | -3.11% | +48.49% |
| 2021 | +2.86% | +15.37% | +2.28% | +0.28% | +5.78% | +3.28% | -6.62% | -0.81% | +9.01% | +8.19% | -6.37% | +3.63% | +40.97% |
| 2020 | -9.44% | -13.14% | -30.35% | +16.28% | +2.29% | -0.87% | -3.68% | +1.01% | -13.73% | -5.12% | +28.92% | +4.14% | -30.94% |
| 2019 | +10.60% | +2.74% | +1.05% | +0.12% | -8.09% | +6.98% | -3.17% | -7.19% | +4.73% | -1.05% | +1.45% | +5.43% | +12.60% |
| 2018 | +3.49% | -9.19% | +1.71% | +9.01% | +1.19% | +1.07% | +1.42% | -3.48% | +3.09% | -9.39% | -2.84% | -10.03% | -14.82% |
| 2017 | -2.62% | -2.30% | +0.27% | -2.14% | -1.51% | -1.35% | +3.54% | -2.92% | +8.94% | +0.29% | +1.35% | +4.53% | +5.54% |
Drawdown analysis of IXC (iShares Global Energy ETF)
The maximum drawdown for the IXC was -67.90%, occurring on Mar 18, 2020. Recovery took 510 trading sessions.
The current IXC drawdown is -5.66%.
Since Nov 16, 2001 IXC has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 12 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -67.90% | Jun 23, 2014 | 1444 | Mar 18, 2020 | 510 | Mar 25, 2022 | 1954 |
| -55.80% | May 21, 2008 | 196 | Mar 3, 2009 | 1301 | May 2, 2014 | 1497 |
| -24.90% | Jun 8, 2022 | 24 | Jul 14, 2022 | 87 | Nov 15, 2022 | 111 |
| -24.12% | Apr 2, 2002 | 77 | Jul 22, 2002 | 350 | Dec 9, 2003 | 427 |
| -19.04% | Apr 10, 2024 | 249 | Apr 8, 2025 | 116 | Sep 24, 2025 | 365 |
| -16.46% | Jan 3, 2008 | 13 | Jan 23, 2008 | 58 | Apr 16, 2008 | 71 |
| -15.32% | May 10, 2006 | 23 | Jun 13, 2006 | 117 | Nov 29, 2006 | 140 |
| -15.18% | Jan 26, 2023 | 35 | Mar 17, 2023 | 116 | Sep 1, 2023 | 151 |
| -15.05% | Sep 29, 2005 | 15 | Oct 20, 2005 | 59 | Jan 17, 2006 | 74 |
| -14.64% | Jul 19, 2007 | 20 | Aug 16, 2007 | 25 | Sep 21, 2007 | 45 |
| -12.64% | Mar 4, 2005 | 50 | May 16, 2005 | 23 | Jun 17, 2005 | 73 |
| -11.10% | Dec 14, 2006 | 52 | Mar 5, 2007 | 27 | Apr 12, 2007 | 79 |
| -9.98% | Sep 14, 2023 | 86 | Jan 18, 2024 | 40 | Mar 15, 2024 | 126 |
| -9.66% | Mar 27, 2026 | 14 | Apr 17, 2026 | Ongoing | Ongoing | Ongoing |
| -9.41% | Nov 15, 2022 | 17 | Dec 9, 2022 | 31 | Jan 26, 2023 | 48 |
| -9.07% | Jan 31, 2006 | 26 | Mar 9, 2006 | 26 | Apr 17, 2006 | 52 |
| -8.57% | Apr 20, 2022 | 4 | Apr 26, 2022 | 6 | May 4, 2022 | 10 |
| -7.83% | Oct 29, 2007 | 15 | Nov 19, 2007 | 27 | Dec 28, 2007 | 42 |
| -7.28% | May 6, 2022 | 1 | May 9, 2022 | 6 | May 17, 2022 | 7 |
| -6.53% | Mar 1, 2004 | 18 | Mar 25, 2004 | 10 | Apr 8, 2004 | 28 |
| -6.33% | Sep 26, 2025 | 14 | Oct 16, 2025 | 18 | Nov 11, 2025 | 32 |
| -6.19% | Nov 26, 2004 | 27 | Jan 5, 2005 | 18 | Feb 1, 2005 | 45 |
| -5.87% | Apr 27, 2004 | 9 | May 10, 2004 | 25 | Jun 16, 2004 | 34 |
| -5.86% | Aug 3, 2004 | 15 | Aug 24, 2004 | 11 | Sep 9, 2004 | 26 |
| -5.54% | Aug 12, 2005 | 4 | Aug 18, 2005 | 10 | Sep 1, 2005 | 14 |