iShares Global Industrials ETF (EXI) Performance
EXI total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +5.8% since Dec 31, 2025
- 1 year
- +7.1% total return
- 5 years
- +10.2% a year
- 10 years
- +11.6% a year
- Since first price
- +8.5% a year since 2006
EXI trailing returns vs SPY, QQQ, AGG
| Period | EXI total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −4.4% | −4.4% | −1.0% | −5.0% | +0.9% |
| 3 months | −6.1% | −6.1% | +3.2% | +1.9% | −0.4% |
| 6 months | −4.3% | −4.9% | +7.8% | +8.4% | −1.5% |
| YTD | +5.8% | +5.2% | +12.3% | +15.1% | −1.0% |
| 1 year | +7.1% | +5.9% | +14.4% | +15.9% | −1.1% |
| 3 years | +77.4%+21.1%/yr | +70.3% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +62.3%+10.2%/yr | +50.3% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +199.5%+11.6%/yr | +154.8% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +397.0%+11.3%/yr | +282.5% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +392.1%+8.3%/yr | +246.5% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionSep 21, 2006 | +416.3%+8.5%/yr | +263.6% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: EXI vs SPY
From Sep 21, 2006: EXI grew to $51,631, SPY to $83,070.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
EXI returns by calendar year
14 of 19 full years positive. Best 2013 (+32.4%), worst 2008 (−41.5%). 2026 is year to date.
EXI annual returns table
| Year | EXI | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +5.8% | −12.4% | +12.3% | +15.1% | −1.0% |
| 2025 | +25.9% | −14.2% | +17.7% | +20.8% | +7.2% |
| 2024 | +12.5% | −7.4% | +24.9% | +25.6% | +1.3% |
| 2023 | +22.0% | −13.6% | +26.2% | +54.9% | +5.7% |
| 2022 | −12.4% | −27.2% | −18.2% | −32.6% | −13.0% |
| 2021 | +17.4% | −7.0% | +28.7% | +27.4% | −1.8% |
| 2020 | +11.5% | −39.6% | +18.3% | +48.6% | +7.5% |
| 2019 | +27.1% | −7.3% | +31.2% | +39.0% | +8.5% |
| 2018 | −14.4% | −23.8% | −4.6% | −0.1% | +0.1% |
| 2017 | +25.2% | −2.9% | +21.7% | +32.7% | +3.6% |
| 2016 | +13.5% | −8.3% | +12.0% | +7.1% | +2.4% |
| 2015 | −2.3% | −14.8% | +1.2% | +9.4% | +0.5% |
| 2014 | +0.6% | −12.2% | +13.5% | +19.2% | +6.0% |
| 2013 | +32.4% | −7.6% | +32.3% | +36.6% | −2.0% |
| 2012 | +16.6% | −14.7% | +16.0% | +18.1% | +3.8% |
| 2011 | −8.4% | −27.9% | +1.9% | +3.4% | +7.7% |
| 2010 | +23.3% | −17.5% | +15.1% | +19.9% | +6.4% |
| 2009 | +25.9% | −34.1% | +26.4% | +54.7% | +3.0% |
| 2008 | −41.5% | −54.5% | −36.8% | −41.7% | +7.9% |
| 2007 | +14.1% | −11.9% | +5.1% | +19.0% | +6.6% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
EXI largest drawdowns
Now 10.8% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Oct 11, 2007 | −62.6% | Mar 9, 2009 | May 7, 2013 | 1.4 years | 5.6 years |
| Feb 12, 2020 | −39.6% | Mar 23, 2020 | Nov 9, 2020 | 40 days | 9 months |
| Jan 4, 2022 | −27.2% | Sep 30, 2022 | Jul 13, 2023 | 9 months | 1.5 years |
| Jan 26, 2018 | −23.8% | Dec 24, 2018 | Nov 4, 2019 | 11 months | 1.8 years |
| May 21, 2015 | −16.5% | Jan 20, 2016 | Jul 20, 2016 | 8 months | 1.2 years |
| Dec 4, 2024 | −14.4% | Apr 8, 2025 | May 2, 2025 | 4 months | 5 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
EXI risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2006 |
|---|---|---|---|---|
| Annualized return | +20.4% | +11.7% | +11.7% | +8.6% |
| Volatility (annualized) | 15.0% | 17.9% | 17.8% | 18.7% |
| Sharpe ratio | 1.03 | 0.51 | 0.58 | 0.46 |
| Sortino ratio | 1.81 | 0.81 | 0.88 | 0.67 |
| Best month | +9.9% | +11.4% | +15.5% | +16.4% |
| Worst month | −9.4% | −10.2% | −17.9% | −20.1% |
| Best 12 months | +37.1% | +37.1% | +65.8% | +70.2% |
| Worst 12 months | +5.6% | −22.1% | −22.1% | −53.1% |
| Positive months | 64% | 58% | 62% | 62% |
| Beta vs S&P 500 | 0.87 | 0.99 | 1.04 | — |
| Correlation with S&P 500 | 0.72 | 0.86 | 0.89 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
EXI rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 230 | −53.1% | +12.3% | +70.2% | 71% |
| 3-year (a year) | 206 | −11.4% | +9.7% | +28.7% | 90% |
| 5-year (a year) | 182 | −3.6% | +10.2% | +23.9% | 93% |
| 10-year (a year) | 122 | +4.8% | +9.1% | +14.9% | 100% |
Every holding period starting at a month-end since 2006. Returns for 3 years and longer are annualized.
EXI performance overview
iShares Global Industrials ETF (EXI) returned +7.1% over the past year and +11.6% a year over ten years, with distributions reinvested. Since its first recorded price in 2006 it has returned +8.5% a year, turning $10,000 into about $51,631. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −62.6%, from Oct 11, 2007 to Mar 9, 2009, and it took 4.2 years to get back to the old high. EXI finished 14 of its 19 full calendar years with a gain; the best year was 2013 (+32.4%) and the worst 2008 (−41.5%). Volatility has been 18.7% a year.
Related: EXI chart, EXI holdings, EXI dividends. See the EXI overview for the latest quote and fund facts.
EXI performance FAQ
What is the EXI return over the past year?
EXI returned +7.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 5.9%.
What is the average annual return of EXI?
EXI has returned +10.2% a year over 5 years, +11.6% a year over 10 years, +8.5% a year since September 21, 2006 (total return, distributions reinvested).
How much would $10,000 invested in EXI be worth?
$10,000 invested in EXI at its first recorded close on September 21, 2006 would be worth about $51,631 on October 23, 2026 with distributions reinvested.
What was the worst year for EXI?
The worst calendar year was 2008, with a total return of −41.5%. The best was 2013 at +32.4%.
What is the biggest drawdown of EXI?
The largest peak-to-trough decline was −62.6% between October 11, 2007 and March 9, 2009. It recovered to the old high on May 7, 2013, 4.2 years after the bottom.
How volatile is EXI?
Over the past 3 years EXI had an annualized volatility of 15.0% and a Sharpe ratio of 1.03 (excess return over 1–3 month T-bills per unit of risk).