iShares Global Consumer Staples ETF
Find Ratings Reports- Last Ratings Update:02/29/2024
- Price as of 02/29/2024 :$59.72
- Net Assets:$0 Million
- NAV:$59.66
- Premium0.1%
- Peer Rank:133 of 298
- Investment Rating:C
- Performance:C
- RiskB-
We rate iShares Global Consumer Staples at C. Positive factors that influence this rating include a greater than above average total return, low price volatility, low expense structure and long term portfolio management tenure. The fund invests approximately 99% of its assets in stocks and may be considered for investors seeking a Global Equity strategy.
Total return ranks above peers over the last three years. The iShares Global Consumer Staples has returned an annual rate of 7.44% since inception. More recently, the fund has generated a total return of 6.30% in the last five years, 4.94% in the last three years, and 3.46% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 54% of them. It has also outpaced 60% of its competitors on a three year basis and 21% of them over the last year for the period ending 2/29/2024. On a year to date basis, KXI has returned 0.79%.
Downside risk has been below average. KXI has a draw down risk of -17.19%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 13.9%. This fund has had moderate volatility in its monthly performance over the last 36 months.
Low expense ratio helps performance. As KXI is an exchange traded fund, it has no front end or back end load.
The iShares Global Consumer Staples is managed by Gregory R Savage at BlackRock Fund Advisors. This fund is one of 353 BlackRock Fund Advisors exchange-traded funds launched since 3/12/1996 that we track.