Performance analysis of JXI (ISHARES GLOBAL UTILITIES ETF)
Annual Return
Over the past 3 years, JXI has had an average annual return of +14.49%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, JXI has had an average annual return of +10.16%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, JXI has had an average annual return of +8.90%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Sep 22, 2006, JXI has had an average annual return of +6.28%, underperforming the benchmark SPY, which returned +11.14% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.93% | +25.92% | +13.16% | +0.66% | -4.15% | +10.87% | +5.18% | +23.92% | +2.31% | +14.82% | +6.28% | -7.10% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| +15.24% | +12.07% | +2.58% | -2.77% | -1.85% | +6.27% | -29.10% | +22.45% | +14.27% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.70% | +9.51% | -3.33% | +2.78% | -5.28% | +2.46% | -0.51% | +8.93% | |||||
| 2025 | +2.32% | +2.31% | +2.87% | +3.29% | +3.09% | +1.79% | +1.74% | -0.11% | +3.58% | +3% | +2.33% | -2.78% | +25.92% |
| 2024 | -3.55% | -0.95% | +5.75% | +0.61% | +7.88% | -5.08% | +6.73% | +4.93% | +5.50% | -2.85% | +2.30% | -7.41% | +13.16% |
| 2023 | +0.08% | -4.59% | +5.19% | +3.31% | -5.34% | +2.78% | +1.27% | -5.40% | -5.72% | +0.90% | +6.61% | +2.63% | +0.66% |
| 2022 | -2.80% | -1.07% | +5.81% | -4.28% | +3.45% | -6.55% | +4.91% | -1.63% | -11.72% | +3.46% | +8.45% | -0.42% | -4.15% |
| 2021 | -1.02% | -5.98% | +8.28% | +3.10% | -0.21% | -3.27% | +3.04% | +3.76% | -7.38% | +5.10% | -2.20% | +8.63% | +10.87% |
| 2020 | +5.91% | -7.36% | -12.10% | +2.86% | +4.74% | -1.26% | +6.90% | -1.47% | -0.02% | +1.73% | +4.57% | +2.34% | +5.18% |
| 2019 | +5.07% | +2.43% | +2.29% | +0.20% | -1.01% | +3.77% | -0.83% | +3.86% | +3.79% | +0.09% | -1.97% | +4.27% | +23.92% |
| 2018 | -1.15% | -4.49% | +4.94% | +2% | -2.44% | +2.03% | +1.84% | -0.36% | -0.90% | +0.04% | +3.73% | -2.53% | +2.31% |
| 2017 | +1.07% | +4.29% | +2.36% | +0.09% | +6.08% | -2.47% | +2.61% | +3.45% | -2.61% | +2.82% | +1.46% | -4.72% | +14.82% |
Drawdown analysis of JXI (ISHARES GLOBAL UTILITIES ETF)
The maximum drawdown for the JXI was -50.23%, occurring on Mar 9, 2009. Recovery took 2065 trading sessions.
The current JXI drawdown is -4.16%.
Since Sep 22, 2006 JXI has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.23% | Dec 6, 2007 | 314 | Mar 9, 2009 | 2065 | May 19, 2017 | 2379 |
| -34.20% | Feb 18, 2020 | 24 | Mar 23, 2020 | 268 | Apr 15, 2021 | 292 |
| -22.43% | Apr 8, 2022 | 128 | Oct 12, 2022 | 395 | May 9, 2024 | 523 |
| -12.64% | Sep 11, 2017 | 104 | Feb 8, 2018 | 206 | Dec 3, 2018 | 310 |
| -10.44% | Oct 16, 2024 | 59 | Jan 13, 2025 | 56 | Apr 3, 2025 | 115 |
| -9.43% | Jun 1, 2007 | 52 | Aug 15, 2007 | 29 | Sep 26, 2007 | 81 |
| -8.93% | Aug 20, 2021 | 28 | Sep 30, 2021 | 61 | Dec 28, 2021 | 89 |
| -8.16% | Apr 3, 2025 | 3 | Apr 8, 2025 | 9 | Apr 22, 2025 | 12 |
| -8.09% | Apr 9, 2026 | 36 | Jun 1, 2026 | Ongoing | Ongoing | Ongoing |
| -7.52% | Dec 31, 2021 | 36 | Feb 23, 2022 | 24 | Mar 29, 2022 | 60 |
| -6.87% | Feb 27, 2026 | 15 | Mar 20, 2026 | 13 | Apr 9, 2026 | 28 |
| -6.63% | Feb 26, 2007 | 5 | Mar 5, 2007 | 12 | Mar 21, 2007 | 17 |
| -6.54% | Dec 13, 2018 | 7 | Dec 24, 2018 | 25 | Jan 31, 2019 | 32 |
| -6.39% | May 21, 2024 | 27 | Jul 1, 2024 | 21 | Jul 31, 2024 | 48 |
| -4.88% | Apr 20, 2021 | 50 | Jun 30, 2021 | 25 | Aug 5, 2021 | 75 |
| -4.86% | Jun 16, 2017 | 13 | Jul 6, 2017 | 20 | Aug 3, 2017 | 33 |
| -4.34% | Nov 28, 2025 | 7 | Dec 9, 2025 | 32 | Jan 27, 2026 | 39 |
| -4.27% | Oct 24, 2019 | 12 | Nov 11, 2019 | 24 | Dec 16, 2019 | 36 |
| -3.87% | Mar 26, 2019 | 31 | May 9, 2019 | 11 | May 24, 2019 | 42 |
| -3.70% | Aug 4, 2025 | 24 | Sep 8, 2025 | 14 | Sep 26, 2025 | 38 |
| -3.64% | Oct 1, 2024 | 7 | Oct 10, 2024 | 4 | Oct 16, 2024 | 11 |
| -3.48% | Jan 3, 2007 | 5 | Jan 10, 2007 | 15 | Feb 1, 2007 | 20 |
| -3.37% | Jul 3, 2019 | 22 | Aug 5, 2019 | 16 | Aug 27, 2019 | 38 |
| -2.65% | May 24, 2019 | 3 | May 30, 2019 | 4 | Jun 5, 2019 | 7 |
| -2.65% | Aug 2, 2024 | 1 | Aug 5, 2024 | 6 | Aug 13, 2024 | 7 |