Performance analysis of IXG (ISHARES GLOBAL FINANCIALS ETF)
Annual Return
Over the past 3 years, IXG has had an average annual return of +23.14%, outperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, IXG has had an average annual return of +11.31%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, IXG has had an average annual return of +11.97%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 26, 2001, IXG has had an average annual return of +6.03%, underperforming the benchmark SPY, which returned +9.94% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.86% | +28.53% | +25.72% | +14.99% | -8.93% | +25.10% | -2.99% | +24.60% | -16.33% | +23.79% | +11.73% | -3.64% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +2.86% | +26.04% | +31.23% | -20.07% | +3.88% | +31.82% | -54.06% | -8.80% | +24.83% | +11.59% | +16.30% | +39.27% |
| 2002 | 2001 | ||||||||||
| -16.99% | -0.05% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.77% | -1.60% | -4.82% | +6.84% | +0.12% | -0.10% | +0.86% | ||||||
| 2025 | +6.32% | +2.54% | -1.62% | +0.05% | +5.63% | +3.11% | +0.22% | +3.98% | +1.02% | -2.01% | +2.26% | +4.24% | +28.53% |
| 2024 | +1.25% | +3.75% | +4.96% | -3.52% | +5.05% | -1.45% | +5.92% | +3.87% | +1.06% | +0.33% | +7.20% | -4.53% | +25.72% |
| 2023 | +8.60% | -2.33% | -7.42% | +3.68% | -4.29% | +6.16% | +4.83% | -3.85% | -2.31% | -2.87% | +9.94% | +5.72% | +14.99% |
| 2022 | +1.57% | -3.10% | +0.83% | -9.00% | +3.24% | -9.98% | +4.50% | -2.87% | -8.12% | +9.23% | +9.86% | -3.04% | -8.93% |
| 2021 | -1.97% | +9.93% | +4.60% | +4.76% | +5.50% | -3.98% | -0.99% | +3.71% | -1.55% | +5.94% | -6.57% | +4.51% | +25.10% |
| 2020 | -3.61% | -9.11% | -21.63% | +6.04% | +2.60% | +3.13% | +2.22% | +4.86% | -5.28% | -0.98% | +18.84% | +5.40% | -2.99% |
| 2019 | +8.51% | +2.51% | -2.78% | +7.38% | -6.92% | +6.20% | -0.39% | -4.92% | +5.52% | +2.69% | +2.29% | +3.40% | +24.60% |
| 2018 | +7.09% | -4.33% | -3.43% | +0.16% | -3.64% | -2.32% | +4.63% | -1.26% | -0.58% | -5.75% | +1.83% | -9.01% | -16.33% |
| 2017 | +2.31% | +2.66% | +0.35% | +0.44% | +0.02% | +4.62% | +3.55% | -1.41% | +3.48% | +1.51% | +1.98% | +2.19% | +23.79% |
Drawdown analysis of IXG (ISHARES GLOBAL FINANCIALS ETF)
The maximum drawdown for the IXG was -78.41%, occurring on Mar 9, 2009. Recovery took 2223 trading sessions.
The current IXG drawdown is -1.82%.
Since Nov 26, 2001 IXG has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -78.41% | Jun 4, 2007 | 444 | Mar 9, 2009 | 2223 | Jan 4, 2018 | 2667 |
| -43.46% | Jan 26, 2018 | 541 | Mar 23, 2020 | 227 | Feb 16, 2021 | 768 |
| -33.09% | Apr 19, 2002 | 120 | Oct 9, 2002 | 249 | Oct 6, 2003 | 369 |
| -27.16% | Feb 9, 2022 | 169 | Oct 12, 2022 | 337 | Feb 15, 2024 | 506 |
| -13.54% | Feb 18, 2025 | 35 | Apr 8, 2025 | 21 | May 8, 2025 | 56 |
| -13.49% | May 9, 2006 | 24 | Jun 13, 2006 | 78 | Oct 3, 2006 | 102 |
| -11.75% | Feb 17, 2004 | 63 | May 17, 2004 | 118 | Nov 3, 2004 | 181 |
| -11.33% | Feb 9, 2026 | 33 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -9.59% | Jan 4, 2002 | 33 | Feb 22, 2002 | 10 | Mar 8, 2002 | 43 |
| -9.00% | Jun 4, 2021 | 30 | Jul 19, 2021 | 63 | Oct 15, 2021 | 93 |
| -8.30% | Feb 20, 2007 | 9 | Mar 5, 2007 | 30 | Apr 17, 2007 | 39 |
| -8.02% | Nov 3, 2021 | 19 | Dec 1, 2021 | 23 | Jan 4, 2022 | 42 |
| -7.73% | Mar 8, 2005 | 30 | Apr 20, 2005 | 73 | Aug 3, 2005 | 103 |
| -7.33% | Jul 31, 2024 | 3 | Aug 5, 2024 | 10 | Aug 19, 2024 | 13 |
| -6.13% | Jan 13, 2022 | 9 | Jan 27, 2022 | 9 | Feb 9, 2022 | 18 |
| -6.12% | Nov 29, 2024 | 27 | Jan 10, 2025 | 6 | Jan 21, 2025 | 33 |
| -5.77% | Mar 28, 2024 | 12 | Apr 16, 2024 | 17 | May 9, 2024 | 29 |
| -5.12% | Nov 12, 2025 | 6 | Nov 20, 2025 | 13 | Dec 10, 2025 | 19 |
| -4.47% | May 17, 2024 | 19 | Jun 14, 2024 | 17 | Jul 11, 2024 | 36 |
| -4.14% | Dec 30, 2004 | 15 | Jan 21, 2005 | 15 | Feb 11, 2005 | 30 |
| -4.11% | Jan 6, 2006 | 9 | Jan 20, 2006 | 19 | Feb 16, 2006 | 28 |
| -3.51% | Feb 24, 2021 | 2 | Feb 26, 2021 | 5 | Mar 5, 2021 | 7 |
| -3.50% | Jul 25, 2025 | 5 | Aug 1, 2025 | 8 | Aug 13, 2025 | 13 |
| -3.36% | Sep 15, 2025 | 24 | Oct 17, 2025 | 18 | Nov 12, 2025 | 42 |
| -3.36% | Jan 6, 2026 | 9 | Jan 20, 2026 | 14 | Feb 9, 2026 | 23 |