IXC ETF Analysis: Global Energy | NYSE

Equity Energy | NYSE, USA | Market Cap: 2.774m USD | 12M Return: 38.1% | Charts, Fundamentals & Technical Analysis

Oil, Gas, Petroleum, Refining
Total Rating 69
Safety 47
Buy Signal -0.29
Equity Energy
Category Rotation: +19.3
TER: 0.44%
AUM: 2.77B
Avg Turnover: 42.7M
Risk 3d forecast
Volatility19.7%
VaR 5th Pctl3.75%
VaR vs Median5.58%
Reward TTM
Sharpe Ratio1.58
Rel. Str. IBD71.7
Rel. Str. Peer Group43.3
Character TTM
Beta0.374
Beta Downside0.563
Hurst Exponent0.575
Drawdowns 3y
Max DD19.06%
CAGR/Max DD0.81
CAGR/Mean DD3.05

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +2.3% 15
Feb +1.0% 16
Mar +0.4% 5
Apr -1.1% 27
May -0.4% 13
Jun +0.1% 10
Jul +0.1% 20
Aug -1.5% 35
Sep -0.3% 11
Oct -0.6% 19
Nov +0.5% 6
Dec -1.1% 11

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: IXC Global Energy

The iShares Global Energy ETF (IXC) is structured to track the performance of an underlying index composed of global equities in the energy sector. To maintain this focus, the fund invests at least 80% of its assets in the indexs component securities (or instruments with substantially identical economic characteristics), while the remaining portion may be allocated to futures, options, swap contracts, and cash or cash equivalents. The fund is classified as non-diversified, meaning it may hold a more concentrated portfolio than diversified funds.

As an equity-focused ETF in the energy sector, IXC provides investors with exposure to companies across the global energy value chain, which typically includes businesses engaged in the exploration, production, refining, and distribution of oil, gas, and other energy sources. The energy sector is generally regarded as cyclical, with valuations and returns often influenced by movements in commodity prices and broader macroeconomic conditions. ETFs like IXC offer intraday liquidity and trade on exchanges, combining the diversification of an index fund with the trading flexibility of individual stocks.

Headlines to Watch Out For
  • OPEC+ production cuts tighten global oil supply
  • Crude oil prices rebound on Middle East geopolitical tensions
  • Energy sector faces headwinds from accelerating renewable transition policies
What is the price of IXC shares?

As of July 28, 2026, the stock is trading at USD 54.18 with a total of 573,601 shares traded. Over the past week, the price has changed by +1.03%, over one month by +9.68%, over three months by +1.37% and over the past year by +38.07%.

Current recommended Stop Loss: 52.40 (which is 3.3% or 2 ATR below the current price).

Is IXC a buy, sell or hold?

Global Energy has no consensus analysts rating.