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iShares Global Energy ETF IXC
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | IXC | Replication |
|---|---|---|
| Annualized growth | 20.1% | 20.9% |
| Annualized volatility | 24.1% | 23.6% |
| Sharpe ratio | 0.88 | 0.92 |
| Maximum drawdown | 21.1% | 20.8% |
| Replication fit (R²) | 0.98 · Tracking error 3.8% | |
Replication portfolio
The published portfolio below is the investable basket used to model IXC’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| XLE | Sector · Energy | 83.2% |
| EFV | Intl · Value | 12.4% |
| BCI | Alternatives · Commodities | 4.4% |