Find A Portfolio/Ticker
Comparison Box
IYE: iShares US Energy (ETF)
Basic Info 29.51 0.09(0.30%) June 11
| Asset Class: | Equity Energy |
| MyPlanIQ Rating: | (19%) |
| Start Date: | 06/16/2000 |
| Last Dividend Date: | 03/25/2021 |
| 12-Mo. Yield | 3.77% |
| Expenses | 0.45% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/04/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.0 | 46.4 | 49.9 | -6.9 | -1.0 | -0.8 | 2.3 | 4.8 | -33.5 | 3.1 | -21.4 | -4.5 | 22.7 | -24.4 | -11.2 | 23.6 | 2.5 | 2.2 | 17.2 | 17.3 | -37.9 | 34.5 | 18.8 | 33.4 | 30.0 | 25.5 | -17.4 | -13.2 | 6.2 |
| SR | NA | 4.84 | 1.03 | -0.17 | -0.04 | -0.04 | NA | 0.13 | -0.55 | -1.01 | -1.85 | -1.66 | -0.46 | -1.69 | -1.53 | 0.36 | -0.89 | -0.52 | -0.06 | -0.04 | -0.93 | 0.54 | -0.15 | 0.5 | 0.6 | 0.37 | -1.26 | -1.26 | -0.36 |
| DD(%) | NA | 11.4 | 38.2 | 68.6 | 68.6 | 73.7 | NA | 73.7 | 61.3 | 19.9 | 32.6 | 19.7 | 14.4 | 28.9 | 28.4 | 7.2 | 18.5 | 29.0 | 20.5 | 25.8 | 53.7 | 12.6 | 15.4 | 15.8 | 6.7 | 10.7 | 31.9 | 31.3 | 12.6 |
| SD(%) | NA | 31.8 | 40.0 | 40.1 | 33.2 | 28.7 | NA | 29.4 | 60.7 | 20.0 | 23.2 | 14.4 | 25.0 | 25.4 | 19.4 | 14.2 | 18.1 | 31.1 | 22.9 | 33.9 | 61.7 | 23.1 | 23.4 | 24.5 | 17.5 | 16.5 | 29.5 | 27.7 | 27.9 |
| TR | NA | 0.89 | 0.27 | -0.06 | -0.01 | -0.01 | NA | 0.04 | -0.28 | -0.18 | -0.39 | -0.23 | -0.12 | -0.44 | -0.29 | 0.05 | -0.17 | -0.17 | -0.01 | -0.01 | -0.59 | 0.12 | -0.04 | 0.11 | 0.1 | 0.05 | -0.32 | -0.32 | -0.1 |
| Alpha(%) | NA | 0.08 | 0.07 | 0.03 | 0.01 | 0.01 | NA | 0.0 | 0.03 | -0.03 | -0.01 | 0.03 | -0.06 | -0.05 | 0.02 | 0.02 | 0.0 | 0.01 | -0.04 | -0.06 | 0.03 | -0.01 | 0.0 | 0.05 | -0.02 | -0.03 | -0.02 | -0.04 | 0.01 |
| Beta(%) | NA | 1.73 | 1.53 | 1.2 | 1.17 | 1.09 | NA | 1.03 | 1.19 | 1.11 | 1.09 | 1.06 | 0.98 | 0.98 | 1.04 | 1.0 | 0.93 | 0.98 | 0.93 | 0.88 | 0.97 | 1.02 | 1.02 | 1.13 | 1.07 | 1.2 | 1.14 | 1.1 | 1.04 |
| RS | NA | 0.79 | 0.86 | 0.9 | 0.9 | 0.92 | NA | 0.91 | 0.91 | 0.91 | 0.97 | 0.93 | 0.97 | 0.96 | 0.93 | 0.92 | 0.95 | 0.98 | 0.97 | 0.96 | 0.89 | 0.93 | 0.93 | 0.94 | 0.89 | 0.86 | 0.89 | 0.91 | 0.86 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2000
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Equity Energy Asset Class Trend Rankings |
Top Rated Funds in Equity Energy
Best Mutual Funds
- GAAEX (Guinness Atkinson Alternative Energy) 1.11% (95%)
- CAEIX (Calvert Global Alternative Energy I) 0.23% (94%)
- MLPPX (FAMCO MLP & Energy Infrastructure) (92%)
- PGEIX (Putnam Global Energy Y) 0.18% (48%)
- MAGRX (BlackRock Natural Resources Instl) 0.31% (48%)
- MDGRX (BlackRock Natural Resources Inv A) 0.29% (46%)
- MLPYX (SteelPath MLP Select 40 Y) (38%)
- MLPZX (SteelPath MLP Income I) 0.64% (32%)
- FNARX (Fidelity Select Natural Resources) 0.14% (31%)
- TORIX (Tortoise MLP & Pipeline Instl) 0.59% (31%)
Best ETFs
- ENY (Guggenheim Canadian Energy Income ETF) (93%)
- IEO (iShares US Oil&Gas Explor&Prodtn) 0.26% (33%)
- PXE (PowerShares Dynamic Engy Explr&Prdtn ETF) 1.15% (27%)
- XLE (Energy Select Sector SPDR ETF) 0.34% (25%)
- RYE (Guggenheim S&P 500 Equal Wt Energy ETF) 0.06% (25%)
- VDE (Vanguard Energy ETF) 0.23% (24%)
- FILL (iShares MSCI Global Energy Producers) 0.23% (23%)
- IXC (iShares Global Energy) 0.11% (23%)
- PXI (PowerShares DWA Energy Momentum ETF) 1.67% (22%)
- FRAK (Market Vectors® Unconvnt Oil & Gas ETF) 0.69% (22%)
Best Closed End Funds
- SMF (Salient MLP & Energy Infrastructure Fund) (97%)
- TYN (Tortoise North American Energy Corp) (96%)
- SRF (Cushing Royalty & Income Fund) (83%)
- TYY (Tortoise Energy Capital Corporation) (42%)
- FIF (First Trust Energy Infra. Fund Common) 0.36% (33%)
- PEO (Petroleum & Resources Common) 0.96% (30%)
- FEN (First Trust Energy Income And Growth) 0.33% (29%)
- IRR (ING Risk Managed Natural Resources) 0.27% (26%)
- KMF (Kayne Anderson Midstream Energy Fund) 0.0% (24%)
- KED (Kayne Anderson Energy Development) (23%)
Latest Articles Related to IYE
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments