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IYF: iShares U.S. Financials ETF (ETF)
Basic Info 121.7 0.71(0.59%) July 01
| Asset Class: | Financial |
| MyPlanIQ Rating: | (86%) |
| Start Date: | 05/30/2000 |
| Last Dividend Date: | 06/16/2025 |
| 12-Mo. Yield | 1.66% |
| Expenses | 0.40% |
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Performance Analytics (As of 06/30/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/30/2000 |
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(%) | 2.5 | 10.8 | 30.5 | 21.3 | 18.9 | 12.1 | 13.1 | 6.7 | 7.0 | 31.3 | 15.3 | -11.3 | 31.6 | -1.0 | 31.9 | -9.4 | 19.6 | 17.0 | -0.4 | 14.2 | 34.0 | 25.9 | -13.3 | 12.2 | 16.9 | -50.3 | -18.1 | 18.7 | 5.7 | 13.0 | 32.1 | -13.9 | -6.5 | 24.2 |
| Sharpe Ratio | NA | 0.68 | 1.21 | 0.9 | 0.88 | 0.5 | NA | NA | 0.22 | 1.8 | 0.68 | -0.52 | 1.92 | -0.03 | 2.44 | -0.64 | 1.92 | 0.98 | -0.02 | 1.16 | 2.44 | 1.63 | -0.42 | 0.5 | 0.3 | -0.81 | -0.94 | 1.37 | 0.3 | 1.0 | 1.75 | -0.52 | -0.39 | 1.52 |
| Draw Down(%) | NA | 16.6 | 16.6 | 16.8 | 25.1 | 42.6 | NA | NA | 79.1 | 8.4 | 16.8 | 25.1 | 7.3 | 42.6 | 6.6 | 19.9 | 6.4 | 16.3 | 12.0 | 6.9 | 6.9 | 14.3 | 30.9 | 20.0 | 47.1 | 63.7 | 24.3 | 7.6 | 9.2 | 11.2 | 16.3 | 30.6 | 23.6 | 13.4 |
| Standard Deviation(%) | NA | 24.8 | 21.6 | 19.3 | 19.6 | 21.4 | NA | NA | 26.1 | 15.3 | 17.4 | 24.9 | 16.5 | 42.5 | 12.5 | 16.8 | 9.9 | 17.1 | 16.7 | 12.2 | 13.9 | 16.0 | 31.7 | 24.2 | 56.5 | 63.1 | 22.5 | 11.2 | 11.4 | 12.0 | 17.9 | 29.1 | 23.2 | 26.4 |
| Treynor Ratio | NA | 0.17 | 0.26 | 0.18 | 0.19 | 0.12 | NA | NA | 0.06 | 0.27 | 0.12 | -0.13 | 0.38 | -0.01 | 0.39 | -0.12 | 0.25 | 0.18 | 0.0 | 0.14 | 0.33 | 0.27 | -0.14 | 0.13 | 0.18 | -0.55 | -0.21 | 0.16 | 0.04 | 0.12 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.02 | 0.01 | 0.02 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.03 | 0.0 | 0.0 | 0.01 | 0.02 | NA | NA | NA | NA |
| Beta | NA | 0.98 | 0.99 | 0.99 | 0.94 | 0.9 | NA | NA | 0.94 | 1.01 | 0.98 | 0.99 | 0.84 | 0.86 | 0.79 | 0.88 | 0.75 | 0.93 | 1.01 | 1.01 | 1.02 | 0.96 | 0.96 | 0.97 | 0.95 | 0.93 | 1.0 | 0.99 | 0.99 | 0.98 | NA | NA | NA | NA |
| RSquared | NA | 0.97 | 0.97 | 0.98 | 0.97 | 0.94 | NA | NA | 0.85 | 0.97 | 0.99 | 1.0 | 0.94 | 0.92 | 0.92 | 0.96 | 0.94 | 0.96 | 0.99 | 0.99 | 0.99 | 0.99 | 1.0 | 1.0 | 0.99 | 0.98 | 0.99 | 0.97 | 0.96 | 0.84 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.7 | 1.6 | 2.1 | 1.3 | 1.8 | 3.0 | 1.6 | N/A | 1.7 | 1.9 | 1.6 | 1.7 | 1.5 | 2.1 | 1.7 | 1.7 | 2.0 | 1.6 | 1.6 | 1.7 | 2.0 | 1.4 | 1.1 | 1.9 | 2.3 | 2.2 | 2.1 | 2.1 | 1.9 | 2.6 | 1.5 | 1.0 | 2.6 |
| Dividend Growth(%) | N/A | -48.1 | 10.8 | -11.2 | -28.6 | 16.7 | N/A | N/A | N/A | 0.1 | 1.9 | 27.3 | -45.9 | -10.2 | 12.1 | 15.7 | 2.9 | 15.9 | 17.8 | 16.5 | 5.4 | 22.9 | 37.6 | -32.2 | -57.9 | -18.8 | 18.0 | 6.8 | 19.9 | -6.1 | 52.9 | 44.8 | -55.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/30/2000
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