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IYE: iShares U.S. Energy ETF (ETF)
Basic Info 45.88 0.49(1.06%) July 07
| Asset Class: | Equity Energy |
| MyPlanIQ Rating: | (86%) |
| Start Date: | 06/16/2000 |
| Last Dividend Date: | 06/16/2025 |
| 12-Mo. Yield | 2.67% |
| Expenses | 0.40% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/16/2000 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.0 | 2.0 | -2.2 | 9.7 | 22.0 | 4.5 | 6.0 | 5.3 | 6.4 | 6.1 | -2.2 | 60.2 | 53.4 | -33.5 | 10.0 | -19.4 | -1.8 | 25.6 | -22.2 | -9.6 | 25.7 | 4.3 | 3.7 | 19.0 | 19.2 | -37.2 | 35.7 | 20.1 | 34.7 | 31.7 | 28.1 | -16.1 | -12.2 | 6.8 |
| Sharpe Ratio | NA | 0.11 | -0.17 | 0.25 | 0.7 | 0.1 | NA | NA | 0.18 | 0.14 | -0.26 | 1.68 | 1.81 | -0.55 | 0.43 | -0.9 | -0.17 | 1.02 | -0.88 | -0.5 | 1.81 | 0.23 | 0.12 | 0.83 | 0.56 | -0.62 | 1.42 | 0.72 | 1.32 | 1.75 | 1.66 | -0.58 | -0.54 | 0.31 |
| Draw Down(%) | NA | 18.7 | 20.4 | 20.4 | 26.5 | 68.6 | NA | NA | 73.7 | 13.9 | 17.2 | 25.6 | 17.3 | 61.4 | 19.3 | 31.5 | 18.8 | 14.4 | 28.3 | 27.7 | 7.1 | 18.2 | 28.4 | 20.2 | 25.8 | 53.4 | 12.6 | 15.4 | 15.8 | 6.7 | 10.3 | 31.6 | 31.2 | 12.4 |
| Standard Deviation(%) | NA | 30.7 | 25.5 | 24.9 | 29.1 | 30.5 | NA | NA | 29.0 | 17.5 | 22.8 | 35.0 | 29.5 | 60.7 | 19.8 | 23.0 | 14.3 | 24.9 | 25.4 | 19.3 | 14.2 | 18.1 | 31.1 | 22.8 | 33.9 | 61.7 | 23.1 | 23.4 | 24.5 | 17.5 | 16.5 | 29.5 | 27.7 | 27.8 |
| Treynor Ratio | NA | 0.02 | -0.03 | 0.05 | 0.15 | 0.03 | NA | NA | 0.05 | 0.02 | -0.05 | 0.45 | 0.32 | -0.28 | 0.08 | -0.19 | -0.02 | 0.26 | -0.23 | -0.09 | 0.26 | 0.05 | 0.04 | 0.2 | 0.22 | -0.39 | 0.32 | 0.17 | 0.29 | 0.29 | 0.23 | -0.15 | -0.14 | 0.08 |
| Alpha | NA | -0.1 | -0.06 | -0.03 | 0.01 | 0.0 | NA | NA | 0.0 | -0.02 | -0.04 | 0.09 | 0.02 | 0.03 | -0.02 | 0.0 | -0.02 | -0.02 | 0.0 | 0.02 | 0.03 | 0.01 | 0.02 | 0.02 | -0.05 | 0.04 | 0.0 | 0.0 | -0.04 | -0.02 | -0.04 | -0.06 | -0.04 | -0.01 |
| Beta | NA | 1.46 | 1.44 | 1.3 | 1.41 | 1.18 | NA | NA | 1.06 | 1.26 | 1.27 | 1.32 | 1.64 | 1.19 | 1.13 | 1.09 | 1.05 | 0.97 | 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 |
| RSquared | NA | 0.78 | 0.75 | 0.8 | 0.81 | 0.87 | NA | NA | 0.89 | 0.71 | 0.83 | 0.82 | 0.81 | 0.9 | 0.96 | 0.97 | 0.94 | 0.97 | 0.96 | 0.94 | 0.92 | 0.96 | 0.98 | 0.98 | 0.97 | 0.89 | 0.94 | 0.93 | 0.94 | 0.89 | 0.86 | 0.89 | 0.91 | 0.86 |
| Yield(%) | N/A | 1.4 | 2.7 | 3.6 | 6.4 | 2.9 | 3.6 | 3.4 | N/A | 2.8 | 3.0 | 5.1 | 4.4 | 3.0 | 6.7 | 2.4 | 2.5 | 2.6 | 2.5 | 1.8 | 1.9 | 1.7 | 1.4 | 1.5 | 1.6 | 0.9 | 1.2 | 1.2 | 1.3 | 1.5 | 2.3 | 1.5 | 1.1 | 0.5 |
| Dividend Growth(%) | N/A | -49.7 | -0.1 | -0.3 | 1.4 | 109.9 | N/A | N/A | N/A | -5.0 | -15.9 | 74.8 | -6.8 | -54.6 | 115.7 | -6.8 | 20.4 | -23.7 | 24.9 | 18.4 | 14.1 | 21.9 | 11.8 | 2.0 | 12.3 | 15.7 | 5.6 | 34.5 | 4.7 | -17.1 | 32.6 | 17.3 | 121.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2000
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