iShares Global Utilities (JXI) Daily/Weekly Backtest Results

Signal:                  
                  [ What are these? | Switch to JXI's monthly backtests ]
Fixed profit target:               -or-  
Show signal scores:       Threshold:           [ What are these scores? ]
Expectancy: 4.03%.   Win rate: 60.0%.   Sharpe Ratio: -11.406.   Maximum drawdown: -22.62% on 03 October 2023.
Mean CAGR: 25.28%. Time in market: 13019 days.   Hypothetical return: $1000 would be worth $1029.43 on 13 September 2024.
Key: change_history : profitable trade change_history : breakeven trade (minimal loss after 2 years) change_history : losing trade (not profitable in a 2 year timeframe)


*Transaction costs, taxes and dividends are excluded from these calculations. Past performance may not necessarily be a reliable guide to future performance.

Calculations for Global Utilities

Expectancy is the percentage profit or loss you would expect to make on the next purchase of this stock with an entry point at the specified signal and profit target as set above. Given a large enough sample size, a positive expectancy indicates the trading strategy is likely to be profitable.

Expectancy calculation for 40 signal(s) occurring before 26 May 2024 for a 7.5% profit target: (60.0% * 7.90%) + (27.50% * 1.50%) - (12.50% * 8.91%) = 4.03%.
Wins: 24 Breakevens: 11 Losses: 5

The Sharpe Ratio calculation assumes a risk free return rate of 2% per calendar year. Ideally the ratio should be a positive number. A higher positive number indicates the strategy has a more attractive risk adjusted rate of return for this particular buy signal and stock over the chart's timeframe.

 

Double Seven Backtest Summary (Fixed Profits System)

This table summarises how profitable it would have been to have bought this stock at each Double Seven entry signal. Hover over the icons to see more details of the particular trade, including the maximum percentage drawdown and how long it took to reach the desired percentage profit.

Key:   disabled_by_default = profit point not achieved. select_check_box = profit point achieved with CAGR above 15%.
select_check_box = profit point achieved with CAGR of between 5% and 15%. select_check_box = profit point achieved but CAGR was less than 5%.

Signal Date and Score Buy Signal Price Performance (mouseover for details)
5% 6% 7.5% 10% 20%
12 May 2026   cards_starLOW     Double Seven $ 85.74 schedule schedule schedule schedule schedule
11 May 2026   cards_starLOW     Double Seven $ 85.88 schedule schedule schedule schedule schedule
10 April 2026   cards_starLOW     Double Seven $ 89.35 schedule schedule schedule schedule schedule
07 April 2026   cards_starLOW     Double Seven $ 87.52 schedule schedule schedule schedule schedule
10 March 2026   cards_starLOW     Double Seven $ 86.73 schedule schedule schedule schedule schedule
04 March 2026   cards_starLOW     Double Seven $ 87.51 schedule schedule schedule schedule schedule
06 February 2026   cards_starLOW     Double Seven $ 82.41 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt schedule schedule
21 January 2026   cards_starLOW     Double Seven $ 80.04 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt schedule
05 January 2026   cards_starLOW     Double Seven $ 79.32 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt schedule
19 December 2025   cards_starLOW     Double Seven $ 78.12 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt schedule
02 December 2025   cards_starLOW     Double Seven $ 80.50 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt schedule
17 November 2025   cards_starLOW     Double Seven $ 81.12 select_check_box select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt schedule
31 October 2025   cards_starLOW     Double Seven $ 80.12 select_check_box select_check_box select_check_box electric_bolt select_check_box electric_bolt schedule
14 October 2025   cards_starLOW     Double Seven $ 80.44 select_check_box select_check_box select_check_box electric_bolt select_check_box electric_bolt schedule
29 September 2025   cards_starLOW     Double Seven $ 77.27 select_check_box electric_boltelectric_bolt select_check_box select_check_box select_check_box electric_bolt schedule
12 September 2025   cards_starLOW     Double Seven $ 75.58 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt schedule
26 August 2025   cards_starLOW     Double Seven $ 75.70 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box schedule
11 August 2025   cards_starLOW     Double Seven $ 75.94 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box schedule
18 July 2025   cards_starLOW     Double Seven $ 74.00 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
08 July 2025   cards_starLOW     Double Seven $ 73.04 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
16 June 2025   cards_starLOW     Double Seven $ 72.64 select_check_box electric_bolt select_check_box select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
06 June 2025   cards_starLOW     Double Seven $ 73.10 select_check_box select_check_box select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
13 May 2025   cards_starLOW     Double Seven $ 70.80 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
05 May 2025   cards_starMEDIUM     Double Seven $ 71.74 select_check_box electric_bolt select_check_box electric_bolt select_check_box select_check_box electric_bolt select_check_box electric_bolt
08 April 2025   cards_starMEDIUM     Double Seven $ 65.35 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt
01 April 2025   cards_starLOW     Double Seven $ 69.20 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box
06 March 2025   cards_starMEDIUM     Double Seven $ 65.59 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
28 February 2025   cards_starMEDIUM     Double Seven $ 67.00 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
13 January 2025   cards_starLOW     Double Seven $ 63.12 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt
10 December 2024   cards_starLOW     Double Seven $ 67.06 select_check_box select_check_box select_check_box select_check_box select_check_box electric_bolt
08 November 2024   cards_starLOW     Double Seven $ 67.36 select_check_box select_check_box select_check_box select_check_box select_check_box
07 October 2024   cards_starLOW     Double Seven $ 69.50 select_check_box select_check_box select_check_box select_check_box select_check_box
19 July 2024   cards_starLOW     Double Seven $ 61.88 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt select_check_box
15 July 2024   cards_starLOW     Double Seven $ 61.91 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box
17 June 2024   cards_starLOW     Double Seven $ 60.34 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box
11 June 2024   cards_starLOW     Double Seven $ 61.32 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box
14 May 2024   cards_starLOW     Double Seven $ 63.75 select_check_box select_check_box select_check_box electric_bolt select_check_box electric_bolt select_check_box
10 May 2024   cards_starLOW     Double Seven $ 63.76 select_check_box select_check_box select_check_box select_check_box electric_bolt select_check_box
11 April 2024   cards_starLOW     Double Seven $ 58.08 select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt
08 April 2024   cards_starLOW     Double Seven $ 58.54 select_check_box electric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_bolt
05 September 2023   cards_starLOW     Double Seven $ 56.38 select_check_box select_check_box select_check_box electric_bolt select_check_box select_check_box
01 September 2023   cards_starLOW     Double Seven $ 56.82 select_check_box select_check_box electric_bolt select_check_box select_check_box select_check_box
01 August 2023   cards_starLOW     Double Seven $ 60.10 select_check_box select_check_box select_check_box select_check_box select_check_box
31 July 2023   cards_starLOW     Double Seven $ 60.64 select_check_box select_check_box select_check_box select_check_box select_check_box
21 June 2023   cards_starLOW     Double Seven $ 60.04 select_check_box select_check_box select_check_box select_check_box select_check_box
06 June 2023   cards_starMEDIUM     Double Seven $ 59.35 select_check_box select_check_box select_check_box select_check_box select_check_box
19 May 2023   cards_starLOW     Double Seven $ 60.46 select_check_box select_check_box select_check_box select_check_box select_check_box
03 May 2023   cards_starLOW     Double Seven $ 62.00 select_check_box select_check_box select_check_box select_check_box select_check_box
17 April 2023   cards_starLOW     Double Seven $ 61.85 select_check_box select_check_box select_check_box select_check_box select_check_box
27 September 2022   cards_starMEDIUM     Double Seven $ 57.40 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box select_check_box
26 September 2022   cards_starLOW     Double Seven $ 58.50 select_check_box electric_bolt select_check_box select_check_box select_check_box select_check_box
24 August 2022   cards_starMEDIUM     Double Seven $ 64.25 select_check_box select_check_box select_check_box select_check_box select_check_box
23 August 2022   cards_starLOW     Double Seven $ 64.42 select_check_box select_check_box select_check_box select_check_box select_check_box
24 June 2022   cards_starMEDIUM     Double Seven $ 59.52 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box
22 June 2022   cards_starLOW     Double Seven $ 57.69 select_check_box electric_boltelectric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box electric_boltelectric_bolt select_check_box
23 May 2022   cards_starLOW     Double Seven $ 64.70 disabled_by_default disabled_by_default disabled_by_default disabled_by_default disabled_by_default
20 May 2022   cards_starLOW     Double Seven $ 64.01 select_check_box select_check_box select_check_box select_check_box select_check_box
19 April 2022   cards_starLOW     Double Seven $ 66.39 disabled_by_default disabled_by_default disabled_by_default disabled_by_default disabled_by_default
18 April 2022   cards_starLOW     Double Seven $ 66.32 disabled_by_default disabled_by_default disabled_by_default disabled_by_default disabled_by_default
15 February 2022   LOW     Double Seven $ 60.83 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_boltelectric_bolt select_check_box
11 February 2022   LOW     Double Seven $ 61.36 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box select_check_box
14 January 2022   LOW     Double Seven $ 63.44 select_check_box electric_bolt select_check_box electric_bolt disabled_by_default disabled_by_default disabled_by_default
10 January 2022   LOW     Double Seven $ 63.38 select_check_box select_check_box electric_bolt disabled_by_default disabled_by_default disabled_by_default
13 December 2021   LOW     Double Seven $ 62.15 select_check_box select_check_box select_check_box electric_bolt select_check_box select_check_box
07 December 2021   LOW     Double Seven $ 62.80 select_check_box select_check_box select_check_box select_check_box select_check_box
09 November 2021   LOW     Double Seven $ 61.60 select_check_box select_check_box select_check_box select_check_box select_check_box
05 November 2021   LOW     Double Seven $ 62.04 select_check_box select_check_box select_check_box select_check_box select_check_box
28 September 2021   LOW     Double Seven $ 59.26 select_check_box electric_bolt select_check_box electric_bolt select_check_box electric_bolt select_check_box select_check_box
26 August 2021   LOW     Double Seven $ 63.42 select_check_box select_check_box select_check_box select_check_box select_check_box
07 July 2021   LOW     Double Seven $ 60.52 select_check_box electric_bolt select_check_box electric_bolt select_check_box select_check_box select_check_box
06 July 2021   LOW     Double Seven $ 60.19 select_check_box electric_bolt select_check_box electric_bolt select_check_box select_check_box select_check_box
02 June 2021   LOW     Double Seven $ 61.80 select_check_box select_check_box select_check_box select_check_box select_check_box
01 June 2021   LOW     Double Seven $ 62.08 select_check_box select_check_box select_check_box select_check_box select_check_box
28 April 2021   LOW     Double Seven $ 62.25 select_check_box select_check_box select_check_box select_check_box select_check_box
27 April 2021   LOW     Double Seven $ 62.44 select_check_box select_check_box select_check_box select_check_box select_check_box
25 January 2021   LOW     Double Seven $ 60.65 select_check_box select_check_box select_check_box select_check_box select_check_box

 

The data for iShares Global Utilities (exchange: ARCX symbol: JXI) was last updated 14 Jun 2026 16:17. Data for this ETF is available from 04 Jan 2021 - 02 Jun 2026.