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IYE: iShares US Energy (ETF)
Basic Info 42.8 0.38(0.90%) August 12
| Asset Class: | Equity Energy |
| MyPlanIQ Rating: | (86%) |
| Start Date: | 06/16/2000 |
| Last Dividend Date: | 06/09/2022 |
| 12-Mo. Yield | 2.67% |
| Expenses | 0.45% |
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Performance Analytics (As of 08/12/2022)
| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 7.6 | 46.5 | 67.9 | 17.8 | 9.2 | 3.8 | 3.4 | 6.6 | 53.7 | -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 | 2.38 | 2.06 | 0.4 | 0.24 | 0.12 | NA | 0.19 | 1.81 | -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 | 25.1 | 25.1 | 61.3 | 68.6 | 73.7 | NA | 73.7 | 17.3 | 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 | 36.3 | 32.9 | 43.0 | 35.6 | 29.0 | NA | 29.6 | 29.6 | 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 | 0.63 | 0.5 | 0.14 | 0.07 | 0.03 | NA | 0.05 | 0.33 | -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 | 0.1 | 0.06 | 0.05 | 0.03 | 0.01 | NA | 0.0 | 0.02 | 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 | 1.36 | 1.36 | 1.25 | 1.22 | 1.14 | NA | 1.05 | 1.65 | 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 | 0.77 | 0.86 | 0.88 | 0.89 | NA | 0.9 | 0.8 | 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
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