iShares Global Comm Services ETF
for period ending August 31, 2026
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Overview
IXP is the Ingredient ID for this portfolio ingredient
This Ingredient ID appears in the scatterplots and comparisons below.
Portfolio Ingredient Provider iShares (www.iShares.com)
Description iShares Global Comm Services ETF gives investors access to equities in a particular global sector. This portfolio ingredient is an exchange-traded fund and can be used as part of an overall asset allocation or as part of a portfolio recipe.
Category Global Sectors, Telecommunications
Peer Group Global Sectors. See How to Invest, below. You can see how this portfolio ingredient has performed compared to its peers by clicking on any "Rank: Group" link in the Compare sections, below.
Methodology This portfolio is an exchange-traded fund and its holdings are determined by the fund's manager, iShares. The investment seeks to track the investment results of an index composed of global equities in the telecommunications sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It track the investment results of the S&P Global 1200 Telecommunications Services Sector IndexTM, which measures the performance of companies that S&P Dow Jones Indices LLC, a subsidiary of McGraw Hill Financial, Inc., deems to be part of the telecommunications sector of the economy and that S&P believes are important to global markets. The fund is non-diversified You may consult www.iShares.com for details on how this manager chooses particular assets for inclusion in this fund.
Cost
- Since this is an exchange-traded fund, you can purchase this directly through your broker using the ticker IXP. See How to Invest, below.
- Fund fees. The manager of this fund charges a percentage of assets under management as its fee.
- Additional fees. If a financial adviser purchases this fund on your behalf, they may also charge a fee.
How to Invest
You can invest in this portfolio ingredient by buying the ticker symbol "IXP" at your favorite brokerage. See below for the full set of risk and return metrics for this portfolio ingredient. For portfolio recipes that combine multiple ingredients into optimized portfolios that minimize risk and maximize return, visit www.RecipeInvesting.com. Upgrade your subscription for full access. Only $15 per month. Cancel anytime.
How to Rebalance
You do not need to adjust the composition of this portfolio. While the underlying assets in this portfolio may change, the portfolio manager handles the details of buying and selling the underlying ingredients.
Compare: Total Return
for period ending August 31, 2026
5-year graph
● IXP ● Global equities (ACWI) ● U.S. equities (SPY) ● U.S. bonds (BND) ● 60% Equity / 40% Bonds (s.6040)| Total Return (Compound Annual Growth Rate) | ||||||||
| YTD | 1 year | 3 year | 5 year | 10 year | 15 year | 20 year | ||
| IXP | -3.2% | 1.4% | 1.5% | 20.5% | 7.2% | 8.9% | 8.4% | 7.6% |
| Peer Group* average | ||||||||
| 60% Equity / 40% Bonds | 8.0% | 1.8% | 12.7% | 13.9% | 6.9% | 9.5% | 9.7% | 8.2% |
| Global Equities (ACWI) | 14.3% | 2.7% | 22.3% | 20.5% | 10.9% | 12.7% | 11.2% | |
| U.S. Equities (SPY) | 13.1% | 2.7% | 20.2% | 20.9% | 12.7% | 15.3% | 15.0% | 11.3% |
| U.S. Bonds (BND) | -0.2% | 0.4% | 1.8% | 4.1% | -0.4% | 1.4% | 2.0% | 3.1% |
| Ranking: Peer Group* | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group |
| Ranking: All Ingredients | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All |
| * Peer Group is Global Sectors | ||||||||
| Historical Return | ||||||
| IXP | 12.8% | -33.0% | 38.8% | 31.3% | 29.3% | |
| Peer Group* average | ||||||
| 60% Equity / 40% Bonds | 14.0% | -16.7% | 17.5% | 14.4% | 13.2% | |
| Global Equities (ACWI) | 18.7% | -18.4% | 22.3% | 17.5% | 22.4% | |
| U.S. Equities (SPY) | 28.7% | -18.2% | 26.2% | 24.9% | 17.7% | |
| U.S. Bonds (BND) | -1.9% | -13.1% | 5.4% | 1.4% | 7.1% | |
| Ranking: Peer Group* | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group | |
| Ranking: All Ingredients | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All | |
| * Peer Group is Global Sectors | ||||||
Compare: Risk vs. Return
for period ending August 31, 2026
Note: In this Free plan, you can view every risk‑and-return metric for this Portfolio Recipe.Upgrade to an Investor or Pro plan to unlock the interactive scatterplots.
| Risk vs. Return Compass* | ||||||
| 1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
| IXP risk vs. 60/40 | Worse | Worse | Worse | Worse | Worse | Worse |
| IXP return vs. 60/40 | Worse | Better | Better | Worse | Worse | Worse |
| Risk-Return Quadrant | 
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| SE | NE | NE | SE | SE | SE | |
| Risk-Return Direction | 150° | 28° | 86° | 98° | 108° | 98° |
| Risk-Return Magnitude | 13.0 | 7.5 | 4.6 | 4.2 | 4.1 | 4.3 |
| Ranking: Peer Group* | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group |
| Ranking: All Ingredients | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All |
| * compares IXP to s.6040 on the scatterplot "Downside Deviation vs. Annual Return" | ||||||
| M-squared | ||||||
| 1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
| IXP | -18.5% | -1.7% | -5.8% | -6.6% | -6.9% | -3.8% |
| Peer Group* average | ||||||
| 60% Equity / 40% Bonds | -2.3% | -3.4% | -4.8% | -2.7% | -1.6% | 0.2% |
| Global Equities (ACWI) | 2.8% | 0.9% | -1.4% | -2.1% | -3.8% | |
| U.S. Equities (SPY) | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| U.S. Bonds (BND) | -24.2% | -17.3% | -20.4% | -16.7% | -12.9% | -5.1% |
| Ranking: Peer Group* | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group |
| Ranking: All Ingredients | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All |
| * Peer Group is Global Sectors | ||||||
| Alpha | ||||||
| 1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
| IXP | -16.5% | 1.5% | -4.6% | -4.6% | -4.2% | -1.9% |
| Peer Group* average | ||||||
| 60% Equity / 40% Bonds | -1.3% | -2.2% | -3.4% | -1.7% | -0.9% | 0.3% |
| Global Equities (ACWI) | 3.2% | 1.3% | -1.1% | -1.7% | -3.3% | |
| U.S. Equities (SPY) | -0.0% | 0.0% | -0.0% | -0.0% | -0.0% | -0.0% |
| U.S. Bonds (BND) | -3.3% | -4.1% | -6.9% | -3.3% | -1.4% | 0.6% |
| Ranking: Peer Group* | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group |
| Ranking: All Ingredients | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All |
| * Peer Group is Global Sectors | ||||||
| Sharpe | ||||||
| 1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
| IXP | -0.07 | 1.10 | 0.23 | 0.44 | 0.49 | 0.43 |
| Peer Group* average | ||||||
| 60% Equity / 40% Bonds | 1.04 | 0.98 | 0.25 | 0.64 | 0.81 | 0.65 |
| Global Equities (ACWI) | 1.36 | 1.27 | 0.46 | 0.70 | 0.68 | |
| U.S. Equities (SPY) | 1.19 | 1.21 | 0.54 | 0.82 | 0.92 | 0.66 |
| U.S. Bonds (BND) | -0.55 | -0.04 | -0.68 | -0.23 | 0.04 | 0.29 |
| Ranking: Peer Group* | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group |
| Ranking: All Ingredients | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All |
| * Peer Group is Global Sectors | ||||||
| Sortino | ||||||
| 1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
| IXP | -0.10 | 1.92 | 0.33 | 0.64 | 0.74 | 0.62 |
| Peer Group* average | ||||||
| 60% Equity / 40% Bonds | 2.08 | 1.72 | 0.35 | 0.95 | 1.23 | 0.95 |
| Global Equities (ACWI) | 2.68 | 2.39 | 0.68 | 1.04 | 1.04 | |
| U.S. Equities (SPY) | 2.84 | 2.35 | 0.83 | 1.26 | 1.47 | 0.98 |
| U.S. Bonds (BND) | 2.08 | 1.72 | 0.35 | 0.95 | 1.23 | 0.95 |
| Ranking: Peer Group* | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group |
| Ranking: All Ingredients | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All |
| * Peer Group is Global Sectors | ||||||
| Treynor | ||||||
| 1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
| IXP | -0.3 | 1.8 | 0.3 | 0.7 | 0.8 | 0.7 |
| Peer Group* average | ||||||
| 60% Equity / 40% Bonds | 1.4 | 1.3 | 0.3 | 1.0 | 1.2 | 1.0 |
| Global Equities (ACWI) | 2.0 | 1.8 | 0.7 | 1.1 | 1.0 | n/m |
| U.S. Equities (SPY) | 1.7 | 1.7 | 0.8 | 1.2 | 1.3 | 0.9 |
| U.S. Bonds (BND) | n/m | -0.2 | -1.9 | n/m | n/m | n/m |
| Ranking: Peer Group* | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group |
| Ranking: All Ingredients | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All |
| * Peer Group is Global Sectors | ||||||
| Treynor ratio is shown as n/m ("not meaningful") when a portfolio ingredient's beta is between -0.20 and +0.20. The Treynor ratio divides excess return by beta, so near-zero beta creates extreme results that are not meaningful for comparison. | ||||||
Compare: Risk & Volatility
for period ending August 31, 2026
| Maximum Drawdown | ||||||
| 1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
| IXP | 9.7% | 9.7% | 37.7% | 41.0% | 41.0% | 45.0% |
| Peer Group* average | ||||||
| 60% Equity / 40% Bonds | 3.7% | 4.5% | 20.7% | 20.7% | 20.7% | 32.2% |
| Global Equities (ACWI) | 6.1% | 6.1% | 25.7% | 25.7% | 25.7% | |
| U.S. Equities (SPY) | 5.8% | 7.6% | 23.9% | 23.9% | 23.9% | 50.8% |
| U.S. Bonds (BND) | 2.3% | 3.1% | 15.8% | 17.3% | 17.3% | 17.3% |
| Ranking: Peer Group* | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group |
| Ranking: All Ingredients | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All |
| * Peer Group is Global Sectors | ||||||
| Standard Deviation | ||||||
| 1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
| IXP | 14.8% | 16.6% | 19.1% | 17.7% | 16.1% | 17.0% |
| Peer Group* average | ||||||
| 60% Equity / 40% Bonds | 9.0% | 10.5% | 12.2% | 11.5% | 10.4% | 10.9% |
| Global Equities (ACWI) | 14.8% | 14.1% | 16.7% | 16.4% | 15.7% | |
| U.S. Equities (SPY) | 15.2% | 15.4% | 17.9% | 17.7% | 16.3% | 17.1% |
| U.S. Bonds (BND) | 3.1% | 5.6% | 6.3% | 5.2% | 4.6% | 4.6% |
| Ranking: Peer Group* | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group |
| Ranking: All Ingredients | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All |
| * Peer Group is Global Sectors | ||||||
| Downside Deviation | ||||||
| 1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
| IXP | 10.8% | 8.9% | 12.5% | 11.4% | 10.3% | 11.3% |
| Peer Group* average | ||||||
| 60% Equity / 40% Bonds | 4.2% | 5.4% | 7.9% | 7.2% | 6.4% | 7.1% |
| Global Equities (ACWI) | 7.4% | 6.9% | 10.4% | 10.5% | 10.0% | |
| U.S. Equities (SPY) | 6.1% | 7.3% | 10.8% | 10.9% | 9.8% | 11.2% |
| U.S. Bonds (BND) | 2.2% | 3.3% | 4.5% | 3.5% | 3.0% | 2.8% |
| Ranking: Peer Group* | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group |
| Ranking: All Ingredients | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All |
| * Peer Group is Global Sectors | ||||||
| Beta | ||||||
| 1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
| IXP | 0.87 | 0.88 | 0.89 | 0.86 | 0.82 | 0.81 |
| Peer Group* average | ||||||
| 60% Equity / 40% Bonds | 0.62 | 0.71 | 0.71 | 0.67 | 0.66 | 0.65 |
| Global Equities (ACWI) | 0.93 | 0.89 | 0.92 | 0.93 | 0.96 | |
| U.S. Equities (SPY) | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 |
| U.S. Bonds (BND) | 0.62 | 0.71 | 0.71 | 0.67 | 0.66 | 0.65 |
| Ranking: Peer Group* | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group | Rank: Group |
| Ranking: All Ingredients | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All | Rank: All |
| * Peer Group is Global Sectors | ||||||
Compare: Correlation
for period ending August 31, 2026
| 1 year | 3 year | 5 year | 10 year | 15 year | 20 year | |
| to Global Stocks (ACWI) | 0.75 | 0.79 | 0.84 | 0.85 | 0.82 | |
| to S&P500 (SPY) | 0.76 | 0.81 | 0.80 | 0.82 | 0.79 | 0.79 |
| to U.S. Bonds (BND) | 0.20 | 0.38 | 0.66 | 0.50 | 0.44 | 0.41 |
| to Commodities (DBC) | 0.29 | 0.07 | 0.13 | 0.34 | 0.36 | 0.39 |
| to Gold (GLD) | 0.62 | 0.25 | 0.39 | 0.29 | 0.25 | 0.21 |