Last Update: 31 Aug 2021

Category: Stocks
ETF: iShares Exponential Technologies ETF (XT)

In 2020, the portfolio granted a 1.03% dividend yield. If you are interested in getting periodic income, please refer to the iShares Exponential Technologies ETF (XT): Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Large Cap
  • Style: Blend
  • Region: Developed Markets
  • Country: Broad Developed Markets
  • Sector: Technology
  • Industry: Broad Technology

Capital Growth and Historical Returns

Capital growth, returns, stats are calculated assuming a reinvestment of dividends.

If you are interested in getting periodic income, please refer to the iShares Exponential Technologies ETF (XT): Dividend Yield page.

Capital Growth:
Swipe left to see all data
Period Returns
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+2.97%
0.00%
1 - 0
3M
+7.17%
0.00%
3 - 0
6M
+12.70%
0.00%
6 - 0
YTD
+15.59%
0.00%
8 - 0
1Y
+33.82%
13.45%
-3.68%
Sep 2020 - Oct 2020
10 - 2
3Y
+20.77%
annualized
18.63%
-16.73%
Jan 2020 - Mar 2020
26 - 10
5Y
+21.84%
annualized
15.38%
-16.73%
Jan 2020 - Mar 2020
45 - 15
MAX
01 Jan 2016
+20.23%
annualized
15.34%
-16.73%
Jan 2020 - Mar 2020
50 - 18

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

iShares Exponential Technologies ETF (XT) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+22.08% +67.83%
Apr 2020 - Mar 2021
-4.88%
Jan 2018 - Dec 2018
8.77%
2 Years
+18.22% +33.31%
Sep 2019 - Aug 2021
+0.44%
Apr 2018 - Mar 2020
0.00%
3 Years
+16.45% +21.86%
Jul 2018 - Jun 2021
+7.68%
Apr 2017 - Mar 2020
0.00%
5 Years
+21.57% +22.43%
Jul 2016 - Jun 2021
+19.70%
Jan 2016 - Dec 2020
0.00%

* Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the iShares Exponential Technologies ETF (XT) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the iShares Exponential Technologies ETF (XT) ETF, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.

Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
2.21
67%
0.05
50%
-0.44
67%
3.56
83%
1.43
83%
2.37
67%
3.61
100%
1.85
83%
0.70
60%
-1.94
40%
5.37
100%
0.70
80%
Best
Year
8.7
2019
4.1
2017
5.9
2016
12.6
2020
7.2
2020
8.0
2019
6.5
2016
5.2
2020
2.2
2019
3.4
2019
13.3
2020
6.1
2020
Worst
Year
-7.9
2016
-5.0
2020
-11.8
2020
-1.1
2018
-7.8
2019
-1.3
2016
0.4
2019
-2.3
2019
-2.1
2020
-9.1
2018
1.3
2017
-8.1
2018

For further information about the seasonality, check the Asset Class Seasonality page.

Investing in iShares Exponential Technologies ETF (XT) ETF: detail of monthly returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+15.59% 1.9 0.7 0.9 3.6 0.6 2.9 1.2 3.0
2020
+35.09% -0.6 -5.0 -11.8 12.6 7.2 4.1 6.0 5.2 -2.1 -1.6 13.3 6.1
2019
+30.73% 8.7 3.5 1.5 2.9 -7.8 8.0 0.4 -2.3 2.2 3.4 4.6 3.0
2018
-4.88% 6.9 -2.8 -1.3 -1.1 1.9 -0.4 4.3 2.7 -0.1 -9.1 3.5 -8.1
2017
+33.71% 4.3 4.1 2.1 2.7 4.1 0.9 3.4 2.4 2.1 1.9 1.3 0.3
2016
+9.42% -7.9 -0.2 5.9 0.6 2.6 -1.3 6.5 0.2 1.4 -4.2 4.2 2.2
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