iShares Global Utilities ETF (JXI) Performance
JXI total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +5.3% since Dec 31, 2025
- 1 year
- +4.2% total return
- 5 years
- +9.0% a year
- 10 years
- +9.3% a year
- Since first price
- +6.0% a year since 2006
JXI trailing returns vs SPY, QQQ, AGG
| Period | JXI total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +5.3% | +5.3% | −1.0% | −5.0% | +0.9% |
| 3 months | −5.2% | −5.2% | +3.2% | +1.9% | −0.4% |
| 6 months | −5.2% | −6.4% | +7.8% | +8.4% | −1.5% |
| YTD | +5.3% | +3.9% | +12.3% | +15.1% | −1.0% |
| 1 year | +4.2% | +1.7% | +14.4% | +15.9% | −1.1% |
| 3 years | +69.7%+19.3%/yr | +55.2% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +53.7%+9.0%/yr | +32.1% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +143.6%+9.3%/yr | +77.1% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +216.2%+8.0%/yr | +88.1% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +208.4%+5.8%/yr | +55.1% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionSep 21, 2006 | +221.9%+6.0%/yr | +61.9% | — | — | — |
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: JXI vs SPY
From Sep 21, 2006: JXI grew to $32,192, SPY to $83,070.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
JXI returns by calendar year
14 of 19 full years positive. Best 2025 (+25.9%), worst 2008 (−29.1%). 2026 is year to date.
JXI annual returns table
| Year | JXI | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +5.3% | −12.9% | +12.3% | +15.1% | −1.0% |
| 2025 | +25.9% | −8.2% | +17.7% | +20.8% | +7.2% |
| 2024 | +13.1% | −10.1% | +24.9% | +25.6% | +1.3% |
| 2023 | +0.6% | −16.6% | +26.2% | +54.9% | +5.7% |
| 2022 | −4.2% | −22.5% | −18.2% | −32.6% | −13.0% |
| 2021 | +10.9% | −8.9% | +28.7% | +27.4% | −1.8% |
| 2020 | +5.2% | −34.2% | +18.3% | +48.6% | +7.5% |
| 2019 | +23.9% | −4.3% | +31.2% | +39.0% | +8.5% |
| 2018 | +2.3% | −7.9% | −4.6% | −0.1% | +0.1% |
| 2017 | +14.8% | −5.5% | +21.7% | +32.7% | +3.6% |
| 2016 | +6.3% | −12.9% | +12.0% | +7.1% | +2.4% |
| 2015 | −7.1% | −14.0% | +1.2% | +9.4% | +0.5% |
| 2014 | +15.2% | −7.4% | +13.5% | +19.2% | +6.0% |
| 2013 | +12.1% | −9.8% | +32.3% | +36.6% | −2.0% |
| 2012 | +2.6% | −8.8% | +16.0% | +18.1% | +3.8% |
| 2011 | −2.8% | −16.2% | +1.9% | +3.4% | +7.7% |
| 2010 | −1.9% | −17.3% | +15.1% | +19.9% | +6.4% |
| 2009 | +6.2% | −27.3% | +26.4% | +54.7% | +3.0% |
| 2008 | −29.1% | −42.7% | −36.8% | −41.7% | +7.9% |
| 2007 | +22.5% | −9.4% | +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.
JXI largest drawdowns
Now 7.3% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Dec 6, 2007 | −50.2% | Mar 9, 2009 | May 19, 2017 | 1.3 years | 9.5 years |
| Feb 18, 2020 | −34.2% | Mar 23, 2020 | Apr 15, 2021 | 34 days | 1.2 years |
| Apr 8, 2022 | −22.5% | Oct 12, 2022 | May 9, 2024 | 6 months | 2.1 years |
| Apr 9, 2026 | −12.9% | Sep 28, 2026 | not yet | 6 months | 6 months so far |
| Sep 11, 2017 | −12.7% | Feb 8, 2018 | Dec 3, 2018 | 5 months | 1.2 years |
| Oct 16, 2024 | −10.4% | Jan 13, 2025 | Apr 3, 2025 | 3 months | 6 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
JXI risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2006 |
|---|---|---|---|---|
| Annualized return | +15.9% | +8.7% | +8.3% | +5.6% |
| Volatility (annualized) | 14.0% | 15.8% | 14.6% | 14.5% |
| Sharpe ratio | 0.82 | 0.38 | 0.47 | 0.36 |
| Sortino ratio | 1.34 | 0.57 | 0.68 | 0.50 |
| Best month | +9.5% | +9.5% | +9.5% | +9.5% |
| Worst month | −7.4% | −11.7% | −12.1% | −14.3% |
| Best 12 months | +36.6% | +36.6% | +36.6% | +36.6% |
| Worst 12 months | +1.5% | −6.6% | −6.6% | −37.6% |
| Positive months | 67% | 60% | 60% | 58% |
| Beta vs S&P 500 | 0.27 | 0.57 | 0.51 | — |
| Correlation with S&P 500 | 0.24 | 0.57 | 0.54 | — |
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.
JXI rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 230 | −37.6% | +6.0% | +36.6% | 74% |
| 3-year (a year) | 206 | −11.1% | +6.1% | +19.5% | 87% |
| 5-year (a year) | 182 | −6.4% | +6.6% | +13.2% | 87% |
| 10-year (a year) | 122 | +0.8% | +6.7% | +10.7% | 100% |
Every holding period starting at a month-end since 2006. Returns for 3 years and longer are annualized.
JXI performance overview
iShares Global Utilities ETF (JXI) returned +4.2% over the past year and +9.3% a year over ten years, with distributions reinvested. Since its first recorded price in 2006 it has returned +6.0% a year, turning $10,000 into about $32,192. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −50.2%, from Dec 6, 2007 to Mar 9, 2009, and it took 8.2 years to get back to the old high. JXI finished 14 of its 19 full calendar years with a gain; the best year was 2025 (+25.9%) and the worst 2008 (−29.1%). Volatility has been 14.5% a year.
Related: JXI chart, JXI holdings, JXI dividends, JXI valuation. See the JXI overview for the latest quote and fund facts.
JXI performance FAQ
What is the JXI return over the past year?
JXI returned +4.2% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 1.7%.
What is the average annual return of JXI?
JXI has returned +9.0% a year over 5 years, +9.3% a year over 10 years, +6.0% a year since September 21, 2006 (total return, distributions reinvested).
How much would $10,000 invested in JXI be worth?
$10,000 invested in JXI at its first recorded close on September 21, 2006 would be worth about $32,192 on October 23, 2026 with distributions reinvested.
What was the worst year for JXI?
The worst calendar year was 2008, with a total return of −29.1%. The best was 2025 at +25.9%.
What is the biggest drawdown of JXI?
The largest peak-to-trough decline was −50.2% between December 6, 2007 and March 9, 2009. It recovered to the old high on May 19, 2017, 8.2 years after the bottom.
How volatile is JXI?
Over the past 3 years JXI had an annualized volatility of 14.0% and a Sharpe ratio of 0.82 (excess return over 1–3 month T-bills per unit of risk).