iShares Global Energy ETF (IXC) Performance
IXC total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +54.4% since Dec 31, 2025
- 1 year
- +57.5% total return
- 5 years
- +21.5% a year
- 10 years
- +11.2% a year
- Since first price
- +9.0% a year since 2001
IXC trailing returns vs SPY, QQQ, AGG
| Period | IXC total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +10.4% | +10.4% | −1.0% | −5.0% | +0.9% |
| 3 months | +15.2% | +15.2% | +3.2% | +1.9% | −0.4% |
| 6 months | +19.0% | +17.4% | +7.8% | +8.4% | −1.5% |
| YTD | +54.4% | +52.3% | +12.3% | +15.1% | −1.0% |
| 1 year | +57.5% | +52.3% | +14.4% | +15.9% | −1.1% |
| 3 years | +74.8%+20.5%/yr | +56.6% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +165.0%+21.5%/yr | +117.0% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +189.8%+11.2%/yr | +92.5% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +189.3%+7.3%/yr | +66.9% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +253.4%+6.5%/yr | +82.4% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionNov 16, 2001 | +766.8%+9.0%/yr | +319.3% | — | — | — |
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: IXC vs SPY
From Nov 16, 2001: IXC grew to $86,684, SPY to $104,241.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IXC returns by calendar year
18 of 24 full years positive. Best 2022 (+48.5%), worst 2008 (−36.8%). 2026 is year to date.
IXC annual returns table
| Year | IXC | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +54.4% | −15.4% | +12.3% | +15.1% | −1.0% |
| 2025 | +14.0% | −18.0% | +17.7% | +20.8% | +7.2% |
| 2024 | +2.0% | −13.8% | +24.9% | +25.6% | +1.3% |
| 2023 | +3.9% | −15.2% | +26.2% | +54.9% | +5.7% |
| 2022 | +48.5% | −24.9% | −18.2% | −32.6% | −13.0% |
| 2021 | +40.9% | −15.7% | +28.7% | +27.4% | −1.8% |
| 2020 | −31.0% | −59.5% | +18.3% | +48.6% | +7.5% |
| 2019 | +12.7% | −17.0% | +31.2% | +39.0% | +8.5% |
| 2018 | −14.9% | −26.8% | −4.6% | −0.1% | +0.1% |
| 2017 | +5.5% | −11.9% | +21.7% | +32.7% | +3.6% |
| 2016 | +27.9% | −14.1% | +12.0% | +7.1% | +2.4% |
| 2015 | −22.0% | −27.7% | +1.2% | +9.4% | +0.5% |
| 2014 | −11.7% | −29.5% | +13.5% | +19.2% | +6.0% |
| 2013 | +16.1% | −8.0% | +32.3% | +36.6% | −2.0% |
| 2012 | +2.8% | −19.4% | +16.0% | +18.1% | +3.8% |
| 2011 | +0.0% | −28.8% | +1.9% | +3.4% | +7.7% |
| 2010 | +11.7% | −21.3% | +15.1% | +19.9% | +6.4% |
| 2009 | +24.7% | −25.6% | +26.4% | +54.7% | +3.0% |
| 2008 | −36.8% | −54.0% | −36.8% | −41.7% | +7.9% |
| 2007 | +29.8% | −14.6% | +5.1% | +19.0% | +6.6% |
| 2006 | +21.0% | −15.3% | +15.8% | +7.1% | +3.9% |
| 2005 | +29.5% | −15.1% | +4.8% | +1.6% | +2.3% |
| 2004 | +26.5% | −6.5% | +10.7% | +10.5% | +3.8% |
| 2003 | +30.7% | −11.8% | +28.2% | +49.7% | — |
| 2002 | −5.8% | −24.1% | −21.6% | −37.4% | — |
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.
IXC largest drawdowns
At an all-time high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jun 23, 2014 | −67.9% | Mar 18, 2020 | Mar 25, 2022 | 5.7 years | 7.8 years |
| May 21, 2008 | −55.8% | Mar 3, 2009 | May 2, 2014 | 9 months | 5.9 years |
| Jun 8, 2022 | −24.9% | Jul 14, 2022 | Nov 15, 2022 | 36 days | 5 months |
| Apr 2, 2002 | −24.1% | Jul 22, 2002 | Dec 9, 2003 | 4 months | 1.7 years |
| Apr 10, 2024 | −19.1% | Apr 8, 2025 | Sep 24, 2025 | 12 months | 1.5 years |
| Jan 3, 2008 | −16.5% | Jan 23, 2008 | Apr 16, 2008 | 20 days | 3 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
IXC risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2001 |
|---|---|---|---|---|
| Annualized return | +15.5% | +21.0% | +10.1% | +8.4% |
| Volatility (annualized) | 18.9% | 23.1% | 25.8% | 22.8% |
| Sharpe ratio | 0.62 | 0.78 | 0.41 | — |
| Sortino ratio | 1.09 | 1.38 | 0.64 | — |
| Best month | +13.4% | +20.2% | +28.9% | +28.9% |
| Worst month | −11.8% | −14.7% | −30.4% | −30.4% |
| Best 12 months | +58.9% | +58.9% | +94.9% | +94.9% |
| Worst 12 months | −10.1% | −10.1% | −46.2% | −46.2% |
| Positive months | 56% | 60% | 59% | 58% |
| Beta vs S&P 500 | -0.08 | 0.41 | 0.87 | — |
| Correlation with S&P 500 | -0.05 | 0.28 | 0.52 | — |
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.
IXC rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 288 | −46.2% | +10.5% | +94.9% | 71% |
| 3-year (a year) | 264 | −19.4% | +6.0% | +42.6% | 70% |
| 5-year (a year) | 240 | −10.4% | +4.9% | +28.9% | 73% |
| 10-year (a year) | 180 | −4.8% | +3.4% | +12.7% | 82% |
Every holding period starting at a month-end since 2001. Returns for 3 years and longer are annualized.
IXC performance overview
iShares Global Energy ETF (IXC) returned +57.5% over the past year and +11.2% a year over ten years, with distributions reinvested. Since its first recorded price in 2001 it has returned +9.0% a year, turning $10,000 into about $86,684. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −67.9%, from Jun 23, 2014 to Mar 18, 2020, and it took 2.0 years to get back to the old high. IXC finished 18 of its 24 full calendar years with a gain; the best year was 2022 (+48.5%) and the worst 2008 (−36.8%). Volatility has been 22.8% a year.
Related: IXC chart, IXC holdings, IXC dividends, IXC valuation. See the IXC overview for the latest quote and fund facts.
IXC performance FAQ
What is the IXC return over the past year?
IXC returned +57.5% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 52.3%.
What is the average annual return of IXC?
IXC has returned +21.5% a year over 5 years, +11.2% a year over 10 years, +9.0% a year since November 16, 2001 (total return, distributions reinvested).
How much would $10,000 invested in IXC be worth?
$10,000 invested in IXC at its first recorded close on November 16, 2001 would be worth about $86,684 on October 23, 2026 with distributions reinvested.
What was the worst year for IXC?
The worst calendar year was 2008, with a total return of −36.8%. The best was 2022 at +48.5%.
What is the biggest drawdown of IXC?
The largest peak-to-trough decline was −67.9% between June 23, 2014 and March 18, 2020. It recovered to the old high on March 25, 2022, 2.0 years after the bottom.
How volatile is IXC?
Over the past 3 years IXC had an annualized volatility of 18.9% and a Sharpe ratio of 0.62 (excess return over 1–3 month T-bills per unit of risk).