iShares Global Financials ETF (IXG) Performance
IXG total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +8.1% since Dec 31, 2025
- 1 year
- +15.7% total return
- 5 years
- +12.1% a year
- 10 years
- +12.3% a year
- Since first price
- +6.3% a year since 2001
IXG trailing returns vs SPY, QQQ, AGG
| Period | IXG total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.3% | −0.3% | −1.0% | −5.0% | +0.9% |
| 3 months | −0.7% | −0.7% | +3.2% | +1.9% | −0.4% |
| 6 months | +8.8% | +7.3% | +7.8% | +8.4% | −1.5% |
| YTD | +8.1% | +6.5% | +12.3% | +15.1% | −1.0% |
| 1 year | +15.7% | +13.1% | +14.4% | +15.9% | −1.1% |
| 3 years | +103.8%+26.8%/yr | +88.9% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +77.3%+12.1%/yr | +53.9% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +219.4%+12.3%/yr | +146.9% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +401.2%+11.3%/yr | +239.3% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +154.9%+4.8%/yr | +48.8% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionNov 16, 2001 | +357.0%+6.3%/yr | +149.1% | — | — | — |
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: IXG vs SPY
From Nov 16, 2001: IXG grew to $45,703, SPY to $104,241.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IXG returns by calendar year
16 of 24 full years positive. Best 2003 (+39.6%), worst 2008 (−54.1%). 2026 is year to date.
IXG annual returns table
| Year | IXG | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +8.1% | −11.3% | +12.3% | +15.1% | −1.0% |
| 2025 | +28.5% | −13.5% | +17.7% | +20.8% | +7.2% |
| 2024 | +25.7% | −7.3% | +24.9% | +25.6% | +1.3% |
| 2023 | +15.0% | −14.3% | +26.2% | +54.9% | +5.7% |
| 2022 | −9.0% | −27.2% | −18.2% | −32.6% | −13.0% |
| 2021 | +25.1% | −9.0% | +28.7% | +27.4% | −1.8% |
| 2020 | −3.0% | −41.8% | +18.3% | +48.6% | +7.5% |
| 2019 | +24.6% | −9.7% | +31.2% | +39.0% | +8.5% |
| 2018 | −16.3% | −26.6% | −4.6% | −0.1% | +0.1% |
| 2017 | +23.8% | −5.6% | +21.7% | +32.7% | +3.6% |
| 2016 | +11.7% | −17.3% | +12.0% | +7.1% | +2.4% |
| 2015 | −3.6% | −15.2% | +1.2% | +9.4% | +0.5% |
| 2014 | +2.9% | −9.4% | +13.5% | +19.2% | +6.0% |
| 2013 | +26.1% | −9.9% | +32.3% | +36.6% | −2.0% |
| 2012 | +31.3% | −19.2% | +16.0% | +18.1% | +3.8% |
| 2011 | −20.1% | −33.5% | +1.9% | +3.4% | +7.7% |
| 2010 | +3.9% | −22.5% | +15.1% | +19.9% | +6.4% |
| 2009 | +31.8% | −46.8% | +26.4% | +54.7% | +3.0% |
| 2008 | −54.1% | −65.1% | −36.8% | −41.7% | +7.9% |
| 2007 | −8.8% | −16.6% | +5.1% | +19.0% | +6.6% |
| 2006 | +24.8% | −13.5% | +15.8% | +7.1% | +3.9% |
| 2005 | +11.6% | −7.7% | +4.8% | +1.6% | +2.3% |
| 2004 | +16.3% | −11.7% | +10.7% | +10.5% | +3.8% |
| 2003 | +39.6% | −18.8% | +28.2% | +49.7% | — |
| 2002 | −17.0% | −33.1% | −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.
IXG largest drawdowns
Now 6.1% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jun 4, 2007 | −78.4% | Mar 9, 2009 | Jan 4, 2018 | 1.8 years | 10.6 years |
| Jan 26, 2018 | −43.5% | Mar 23, 2020 | Feb 16, 2021 | 2.2 years | 3.1 years |
| Apr 19, 2002 | −33.1% | Oct 9, 2002 | Oct 6, 2003 | 6 months | 1.5 years |
| Feb 9, 2022 | −27.2% | Oct 12, 2022 | Feb 15, 2024 | 8 months | 2.0 years |
| Feb 18, 2025 | −13.5% | Apr 8, 2025 | May 8, 2025 | 49 days | 3 months |
| May 9, 2006 | −13.5% | Jun 13, 2006 | Oct 3, 2006 | 35 days | 5 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
IXG risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2001 |
|---|---|---|---|---|
| Annualized return | +24.8% | +13.3% | +12.4% | +6.2% |
| Volatility (annualized) | 13.2% | 16.9% | 18.2% | 20.8% |
| Sharpe ratio | 1.44 | 0.62 | 0.61 | — |
| Sortino ratio | 2.91 | 0.97 | 0.92 | — |
| Best month | +9.9% | +9.9% | +18.8% | +21.7% |
| Worst month | −5.4% | −10.0% | −21.6% | −27.4% |
| Best 12 months | +42.7% | +42.7% | +61.8% | +95.6% |
| Worst 12 months | +11.4% | −19.1% | −21.9% | −66.0% |
| Positive months | 75% | 65% | 64% | 61% |
| Beta vs S&P 500 | 0.72 | 0.82 | 0.95 | — |
| Correlation with S&P 500 | 0.68 | 0.76 | 0.80 | — |
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.
IXG rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 288 | −66.0% | +11.6% | +95.6% | 67% |
| 3-year (a year) | 264 | −31.5% | +8.5% | +27.8% | 80% |
| 5-year (a year) | 240 | −16.0% | +6.7% | +22.4% | 74% |
| 10-year (a year) | 180 | −2.7% | +5.2% | +13.5% | 83% |
Every holding period starting at a month-end since 2001. Returns for 3 years and longer are annualized.
IXG performance overview
iShares Global Financials ETF (IXG) returned +15.7% over the past year and +12.3% a year over ten years, with distributions reinvested. Since its first recorded price in 2001 it has returned +6.3% a year, turning $10,000 into about $45,703. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −78.4%, from Jun 4, 2007 to Mar 9, 2009, and it took 8.8 years to get back to the old high. IXG finished 16 of its 24 full calendar years with a gain; the best year was 2003 (+39.6%) and the worst 2008 (−54.1%). Volatility has been 20.8% a year.
Related: IXG chart, IXG holdings, IXG dividends. See the IXG overview for the latest quote and fund facts.
IXG performance FAQ
What is the IXG return over the past year?
IXG returned +15.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 13.1%.
What is the average annual return of IXG?
IXG has returned +12.1% a year over 5 years, +12.3% a year over 10 years, +6.3% a year since November 16, 2001 (total return, distributions reinvested).
How much would $10,000 invested in IXG be worth?
$10,000 invested in IXG at its first recorded close on November 16, 2001 would be worth about $45,703 on October 23, 2026 with distributions reinvested.
What was the worst year for IXG?
The worst calendar year was 2008, with a total return of −54.1%. The best was 2003 at +39.6%.
What is the biggest drawdown of IXG?
The largest peak-to-trough decline was −78.4% between June 4, 2007 and March 9, 2009. It recovered to the old high on January 4, 2018, 8.8 years after the bottom.
How volatile is IXG?
Over the past 3 years IXG had an annualized volatility of 13.2% and a Sharpe ratio of 1.44 (excess return over 1–3 month T-bills per unit of risk).