NYSEArca - Delayed Quote USD

iShares Global Financials ETF (IXG)

84.72 +0.67 (+0.80%)
As of 2:36 PM EDT. Market Open.

ETF Summary

The fund generally invests at least 80% of its assets in the component securities of its underlying index and in investments that have economic characteristics that are substantially identical to the component securities of its underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index measures the performance of companies that the index provider deems to be part of the financials sector of the economy and that the index provider believes are important to global markets.

Risk Overview

Performance & Risk

YTD Return 6.96%
5y Average Return 8.14%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating --

Risk Statistics

3 Years5 Years10 Years
IXGCategory AverageIXGCategory AverageIXGCategory Average
Alpha 2.1 -0.44 -1.01 -1 -1.65 -0.11
BETA 0.98 0.99 1.11 1.16 1.11 1.11
Mean Annual Return 0.84 0.63 1.01 1.04 0.72 0.85
R-squared 73.04 55.82 78.76 65.63 77.79 61.07
Standard Deviation 19.09 23.37 22.26 25.73 18.52 21.26
Sharpe Ratio 0.38 0.24 0.45 0.42 0.39 0.43
Treynor Ratio 5.79 2.72 7.06 6.71 5.1 6.28

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