Performance analysis of MXI (iShares Global Materials ETF)
Annual Return
Over the past 3 years, MXI has had an average annual return of +15.36%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, MXI has had an average annual return of +6.87%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, MXI has had an average annual return of +11.65%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Sep 22, 2006, MXI has had an average annual return of +6.83%, underperforming the benchmark SPY, which returned +11.33% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +18.17% | +27.42% | -8.23% | +14.39% | -9.06% | +15.07% | +22.31% | +22.19% | -16.04% | +30.35% | +23.55% | -16.91% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| -8.37% | +2.23% | +11.62% | -20.32% | +19.91% | +60.44% | -48.52% | +37.65% | +16.65% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +9.07% | +10.56% | -8.86% | +3.72% | +2.62% | +1.01% | +18.17% | ||||||
| 2025 | +4.86% | +0.91% | -0.60% | +0.44% | +3.52% | +2.28% | -1.43% | +6.94% | +2.64% | -2.49% | +3.97% | +3.86% | +27.42% |
| 2024 | -5.56% | +2.33% | +6.06% | -2.95% | +3.33% | -4.02% | +3.06% | +1.61% | +4.86% | -5.96% | -1.58% | -8.46% | -8.23% |
| 2023 | +11.01% | -6.04% | +1.99% | -0.73% | -6.93% | +7.71% | +4.93% | -4.81% | -3.98% | -3.17% | +9.03% | +6.73% | +14.39% |
| 2022 | -3.20% | +1.59% | +5.65% | -6.48% | +1.72% | -15.14% | +3.68% | -3.92% | -7.82% | +5.66% | +16.11% | -3.74% | -9.06% |
| 2021 | -1.13% | +3.82% | +3.83% | +5.43% | +4.37% | -3.65% | +2.32% | -0.88% | -7.63% | +4.26% | -2.15% | +6.55% | +15.07% |
| 2020 | -6.03% | -9.35% | -13.85% | +13.50% | +7.23% | +4.54% | +6.60% | +4.78% | -0.10% | -2.72% | +13.23% | +6.58% | +22.31% |
| 2019 | +7.77% | +2.41% | +1.32% | +2.40% | -7.69% | +10.35% | -2.82% | -3.68% | +2.80% | +2.15% | +2.14% | +4.33% | +22.19% |
| 2018 | +5.28% | -5.50% | -3.03% | +1.48% | +1.06% | -1.80% | +2.45% | -3.21% | +0.95% | -9.21% | -1.26% | -3.71% | -16.04% |
| 2017 | +7.91% | -0.89% | +0.96% | +0.42% | +0.24% | +1.68% | +5.33% | +2.35% | +1.38% | +3.35% | +0.34% | +4.05% | +30.35% |
Drawdown analysis of MXI (iShares Global Materials ETF)
The maximum drawdown for the MXI was -68.44%, occurring on Nov 20, 2008. Recovery took 2301 trading sessions.
The current MXI drawdown is -2.01%.
Since Sep 22, 2006 MXI 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: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -68.44% | May 19, 2008 | 130 | Nov 20, 2008 | 2301 | Jan 12, 2018 | 2431 |
| -39.50% | Jan 26, 2018 | 541 | Mar 23, 2020 | 102 | Aug 17, 2020 | 643 |
| -28.71% | Apr 1, 2022 | 121 | Sep 26, 2022 | 372 | Mar 20, 2024 | 493 |
| -22.25% | Sep 26, 2024 | 132 | Apr 8, 2025 | 103 | Sep 5, 2025 | 235 |
| -18.11% | Oct 29, 2007 | 58 | Jan 23, 2008 | 58 | Apr 16, 2008 | 116 |
| -17.47% | Jul 23, 2007 | 18 | Aug 16, 2007 | 25 | Sep 21, 2007 | 43 |
| -16.18% | Feb 27, 2026 | 15 | Mar 20, 2026 | Ongoing | Ongoing | Ongoing |
| -11.52% | May 7, 2021 | 101 | Sep 30, 2021 | 122 | Mar 25, 2022 | 223 |
| -9.16% | Feb 26, 2007 | 5 | Mar 5, 2007 | 12 | Mar 21, 2007 | 17 |
| -8.99% | May 20, 2024 | 54 | Aug 7, 2024 | 33 | Sep 24, 2024 | 87 |
| -8.16% | Sep 15, 2020 | 31 | Oct 28, 2020 | 7 | Nov 6, 2020 | 38 |
| -7.95% | Jan 7, 2021 | 15 | Jan 29, 2021 | 28 | Mar 11, 2021 | 43 |
| -5.69% | Oct 12, 2007 | 6 | Oct 22, 2007 | 5 | Oct 29, 2007 | 11 |
| -5.56% | Oct 20, 2025 | 11 | Nov 4, 2025 | 6 | Nov 12, 2025 | 17 |
| -5.44% | Nov 12, 2025 | 6 | Nov 20, 2025 | 5 | Nov 28, 2025 | 11 |
| -4.90% | Apr 21, 2008 | 6 | Apr 29, 2008 | 5 | May 6, 2008 | 11 |
| -4.84% | Apr 9, 2024 | 5 | Apr 16, 2024 | 21 | May 15, 2024 | 26 |
| -4.24% | Jan 29, 2026 | 1 | Jan 30, 2026 | 6 | Feb 9, 2026 | 7 |
| -4.18% | Dec 14, 2006 | 14 | Jan 8, 2007 | 10 | Jan 23, 2007 | 24 |
| -4.14% | Mar 12, 2021 | 7 | Mar 23, 2021 | 8 | Apr 5, 2021 | 15 |
| -3.94% | Jun 4, 2007 | 3 | Jun 7, 2007 | 6 | Jun 15, 2007 | 9 |
| -3.24% | Oct 1, 2007 | 3 | Oct 4, 2007 | 5 | Oct 11, 2007 | 8 |
| -3.22% | Oct 3, 2025 | 5 | Oct 10, 2025 | 4 | Oct 16, 2025 | 9 |
| -3.20% | Sep 2, 2020 | 3 | Sep 8, 2020 | 4 | Sep 14, 2020 | 7 |
| -3.14% | Apr 16, 2007 | 11 | May 1, 2007 | 2 | May 3, 2007 | 13 |