iShares Global Consumer Staples ETF (KXI) Performance
KXI total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +12.2% since Dec 31, 2025
- 1 year
- +11.4% total return
- 5 years
- +5.6% a year
- 10 years
- +6.6% a year
- Since first price
- +7.7% a year since 2006
KXI trailing returns vs SPY, QQQ, AGG
| Period | KXI total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +7.5% | +7.5% | −1.0% | −5.0% | +0.9% |
| 3 months | +6.6% | +6.6% | +3.2% | +1.9% | −0.4% |
| 6 months | +6.7% | +5.4% | +7.8% | +8.4% | −1.5% |
| YTD | +12.2% | +10.9% | +12.3% | +15.1% | −1.0% |
| 1 year | +11.4% | +8.8% | +14.4% | +15.9% | −1.1% |
| 3 years | +39.1%+11.6%/yr | +28.6% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +31.3%+5.6%/yr | +16.4% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +89.7%+6.6%/yr | +49.2% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +210.1%+7.8%/yr | +116.9% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +340.7%+7.7%/yr | +180.1% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionSep 21, 2006 | +344.1%+7.7%/yr | +182.3% | — | — | — |
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: KXI vs SPY
From Sep 21, 2006: KXI grew to $44,413, SPY to $83,070.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
KXI returns by calendar year
16 of 19 full years positive. Best 2019 (+23.4%), worst 2008 (−22.6%). 2026 is year to date.
KXI annual returns table
| Year | KXI | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +12.2% | −10.7% | +12.3% | +15.1% | −1.0% |
| 2025 | +9.7% | −6.7% | +17.7% | +20.8% | +7.2% |
| 2024 | +4.2% | −7.8% | +24.9% | +25.6% | +1.3% |
| 2023 | +2.4% | −13.7% | +26.2% | +54.9% | +5.7% |
| 2022 | −6.0% | −17.4% | −18.2% | −32.6% | −13.0% |
| 2021 | +13.7% | −6.5% | +28.7% | +27.4% | −1.8% |
| 2020 | +7.7% | −24.6% | +18.3% | +48.6% | +7.5% |
| 2019 | +23.4% | −4.4% | +31.2% | +39.0% | +8.5% |
| 2018 | −10.7% | −16.0% | −4.6% | −0.1% | +0.1% |
| 2017 | +17.6% | −4.6% | +21.7% | +32.7% | +3.6% |
| 2016 | +1.2% | −11.4% | +12.0% | +7.1% | +2.4% |
| 2015 | +6.1% | −10.0% | +1.2% | +9.4% | +0.5% |
| 2014 | +6.4% | −6.9% | +13.5% | +19.2% | +6.0% |
| 2013 | +19.6% | −8.2% | +32.3% | +36.6% | −2.0% |
| 2012 | +13.7% | −6.8% | +16.0% | +18.1% | +3.8% |
| 2011 | +9.1% | −16.3% | +1.9% | +3.4% | +7.7% |
| 2010 | +13.1% | −11.2% | +15.1% | +19.9% | +6.4% |
| 2009 | +21.8% | −22.0% | +26.4% | +54.7% | +3.0% |
| 2008 | −22.6% | −30.5% | −36.8% | −41.7% | +7.9% |
| 2007 | +18.9% | −7.0% | +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.
KXI largest drawdowns
Now 1.4% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Dec 12, 2007 | −42.3% | Mar 9, 2009 | Nov 4, 2010 | 1.2 years | 2.9 years |
| Jan 22, 2020 | −24.6% | Mar 23, 2020 | Aug 18, 2020 | 2 months | 7 months |
| Jan 4, 2022 | −17.4% | Oct 10, 2022 | Apr 24, 2023 | 9 months | 1.3 years |
| May 31, 2011 | −16.3% | Aug 9, 2011 | Feb 9, 2012 | 2 months | 8 months |
| Jan 26, 2018 | −16.0% | Dec 24, 2018 | Jun 7, 2019 | 11 months | 1.4 years |
| May 1, 2023 | −13.7% | Oct 27, 2023 | May 16, 2024 | 6 months | 1.0 years |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
KXI risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2006 |
|---|---|---|---|---|
| Annualized return | +7.4% | +4.2% | +5.3% | +7.3% |
| Volatility (annualized) | 11.8% | 13.3% | 12.7% | 12.6% |
| Sharpe ratio | 0.30 | 0.11 | 0.29 | 0.51 |
| Sortino ratio | 0.43 | 0.16 | 0.42 | 0.76 |
| Best month | +8.0% | +8.7% | +8.7% | +9.4% |
| Worst month | −8.9% | −8.9% | −8.9% | −13.0% |
| Best 12 months | +18.8% | +18.8% | +24.6% | +44.6% |
| Worst 12 months | +0.3% | −8.6% | −10.7% | −29.8% |
| Positive months | 58% | 53% | 57% | 61% |
| Beta vs S&P 500 | 0.30 | 0.47 | 0.54 | — |
| Correlation with S&P 500 | 0.32 | 0.56 | 0.65 | — |
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.
KXI rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 230 | −29.8% | +7.7% | +44.6% | 84% |
| 3-year (a year) | 206 | −0.7% | +6.8% | +22.4% | 99% |
| 5-year (a year) | 182 | +3.3% | +6.9% | +19.0% | 100% |
| 10-year (a year) | 122 | +5.1% | +7.9% | +12.2% | 100% |
Every holding period starting at a month-end since 2006. Returns for 3 years and longer are annualized.
KXI performance overview
iShares Global Consumer Staples ETF (KXI) returned +11.4% over the past year and +6.6% a year over ten years, with distributions reinvested. Since its first recorded price in 2006 it has returned +7.7% a year, turning $10,000 into about $44,413. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −42.3%, from Dec 12, 2007 to Mar 9, 2009, and it took 1.7 years to get back to the old high. KXI finished 16 of its 19 full calendar years with a gain; the best year was 2019 (+23.4%) and the worst 2008 (−22.6%). Volatility has been 12.6% a year.
Related: KXI chart, KXI holdings, KXI dividends. See the KXI overview for the latest quote and fund facts.
KXI performance FAQ
What is the KXI return over the past year?
KXI returned +11.4% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 8.8%.
What is the average annual return of KXI?
KXI has returned +5.6% a year over 5 years, +6.6% a year over 10 years, +7.7% a year since September 21, 2006 (total return, distributions reinvested).
How much would $10,000 invested in KXI be worth?
$10,000 invested in KXI at its first recorded close on September 21, 2006 would be worth about $44,413 on October 23, 2026 with distributions reinvested.
What was the worst year for KXI?
The worst calendar year was 2008, with a total return of −22.6%. The best was 2019 at +23.4%.
What is the biggest drawdown of KXI?
The largest peak-to-trough decline was −42.3% between December 12, 2007 and March 9, 2009. It recovered to the old high on November 4, 2010, 1.7 years after the bottom.
How volatile is KXI?
Over the past 3 years KXI had an annualized volatility of 11.8% and a Sharpe ratio of 0.30 (excess return over 1–3 month T-bills per unit of risk).