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IAK: iShares U.S. Insurance ETF (ETF)
Basic Info 112.84 1.2(1.07%) May 01
Asset Class: | Financial |
MyPlanIQ Rating: | (89%) |
Start Date: | 05/05/2006 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 1.29% |
Expenses | 0.40% |
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Performance Analytics (As of 04/29/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/05/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.4 | 13.1 | 29.5 | 14.4 | 12.8 | 11.5 | 14.6 | 6.5 | 11.3 | 11.3 | 26.9 | -2.9 | 26.0 | -11.5 | 14.2 | 18.2 | 4.0 | 7.3 | 45.4 | 17.5 | -7.4 | 20.0 | 14.0 | -51.1 | -7.4 | 8.7 |
Sharpe Ratio | NA | 3.0 | 1.99 | 0.66 | 0.45 | 0.5 | NA | 0.2 | 0.41 | 0.47 | 1.46 | -0.07 | 1.79 | -0.76 | 1.3 | 1.09 | 0.24 | 0.56 | 3.16 | 1.11 | -0.24 | 0.87 | 0.27 | -0.88 | -0.56 | 1.03 |
Draw Down(%) | NA | 6.7 | 6.8 | 14.8 | 44.9 | 44.9 | NA | 77.4 | 14.4 | 14.8 | 8.7 | 44.9 | 7.1 | 20.3 | 8.5 | 13.5 | 10.6 | 10.5 | 6.5 | 12.7 | 28.7 | 16.5 | 48.0 | 68.2 | 17.9 | 6.8 |
Standard Deviation(%) | NA | 12.0 | 14.0 | 18.5 | 25.3 | 20.7 | NA | 26.6 | 17.4 | 21.4 | 18.3 | 43.8 | 13.7 | 16.7 | 10.4 | 16.6 | 16.5 | 13.0 | 14.4 | 15.8 | 30.9 | 23.0 | 50.7 | 58.9 | 18.6 | 9.9 |
Treynor Ratio | NA | 0.57 | 0.41 | 0.15 | 0.13 | 0.12 | NA | 0.07 | 0.09 | 0.13 | 0.3 | -0.03 | 0.31 | -0.17 | 0.21 | 0.21 | 0.04 | 0.07 | 0.47 | 0.2 | -0.09 | 0.23 | 0.18 | -0.68 | -0.14 | 0.18 |
Alpha | NA | 0.07 | 0.03 | 0.03 | 0.02 | 0.01 | NA | 0.01 | 0.0 | 0.08 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | -0.01 | 0.02 | -0.02 | 0.04 | -0.02 | 0.02 | 0.02 | 0.01 | -0.08 | 0.02 | 0.02 |
Beta | NA | 0.64 | 0.68 | 0.79 | 0.85 | 0.85 | NA | 0.81 | 0.77 | 0.77 | 0.89 | 0.89 | 0.78 | 0.77 | 0.66 | 0.85 | 0.94 | 0.98 | 0.96 | 0.87 | 0.86 | 0.87 | 0.78 | 0.76 | 0.76 | 0.57 |
RSquared | NA | 0.4 | 0.47 | 0.75 | 0.85 | 0.84 | NA | 0.81 | 0.61 | 0.81 | 0.86 | 0.93 | 0.75 | 0.74 | 0.66 | 0.85 | 0.89 | 0.82 | 0.83 | 0.82 | 0.84 | 0.88 | 0.84 | 0.74 | 0.85 | 0.46 |
Yield(%) | N/A | 0.4 | 1.8 | 2.0 | 2.3 | 2.8 | 5.4 | N/A | 1.6 | 1.8 | 2.9 | 1.9 | 2.3 | 2.1 | 1.8 | 2.0 | 1.7 | 1.7 | 1.6 | 2.0 | 1.3 | 2.4 | 1.8 | 1.2 | 1.1 | 0.7 |
Dividend Growth(%) | N/A | -71.5 | 4.7 | 12.9 | 47.6 | N/A | N/A | N/A | -6.5 | -18.9 | 35.7 | 7.7 | -3.7 | 26.2 | 7.0 | 20.5 | 6.4 | 44.4 | -6.9 | 34.9 | -33.8 | 51.2 | -25.9 | -3.3 | 71.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/05/2006
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