IXG YTD Return



Start date: 12/29/2023
End date: 04/24/2024
Start price/share: $78.58
End price/share: $84.56
Dividends collected/share: $0.00
IXG YTD return: 7.61%
Annualized Gain: 23.95%
Starting investment: $10,000.00
Ending investment: $10,761.00
Years: 0.32


IXG YTD return is presented with the assumption of reinvestments of any dividends on ex-date.
Use our YTD Return Calculator to compare IXG YTD return versus benchmarks:

YTD Return for S&P
YTD Return for Dow
YTD Return for Nasdaq 100
YTD Return for Russell 2000
YTD Return for Gold
YTD Return for 10 Year Treasury
YTD Return on $10,000.00
Without Dividends Reinvested Into IXG


Also see: IXG Average Annual Return
iShares S&P Global Financials Sector Index Fund is an open-end management investment company. The Fund seeks investment results that correspond generally to the price and yield performance of companies that Standard & Poor's deems part of the financial sector of the economy and important to global markets, as represented by the S&P Global 1200 Financials Sector Index (the Index). The Index includes major banks, diversified financial companies, insurance companies, real estate companies, savings and loan associations, and securities brokers. As of Mar 31 2015, the Fund's total assets were $259,865,427 and the Fund's investment portfolio was valued at $258,588,164. The IXG YTD return is shown above.

The YTD Return on the IXG YTD return page and across the coverage universe of our site, is a measure of the total return for a given investment year-to-date for the current calendar year (up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely useful in the context of our country's tax system which taxes gains and income on a calendar year basis.

Thus, researching Year-To-Date Returns is good practice for investors — whether IXG YTD return or other benchmarks/peers — and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors by performing the IXG YTD return calculation (with any dividends reinvested as applicable), and to provide a coverage universe of many stocks and ETFs to be able to compare YTD returns.
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Video: Don't Forget Dividends in YTD Return!


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iShares Trust - iShares Global Financials ETF (IXG) is categorized under the Financials sector; to help you further research YTD return performance across stocks, below are some other companies in the same sector:

IXJ YTD Return
IXN YTD Return
IXP YTD Return
IXUS YTD Return
IYC YTD Return
IYE YTD Return
IYF YTD Return
IYG YTD Return
IYH YTD Return
IYJ YTD Return
More Financials companies »

 

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