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IYG: iShares US Financial Services ETF (ETF)
Basic Info 84.79 0.2(0.24%) June 27
| Asset Class: | Financial |
| MyPlanIQ Rating: | (86%) |
| Start Date: | 06/21/2000 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 0.76% |
| Expenses | 0.39% |
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Performance Analytics (As of 06/27/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/2000 |
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(%) | 4.0 | 9.0 | 31.9 | 20.2 | 18.8 | 12.0 | 12.6 | 6.1 | 6.4 | 31.9 | 16.1 | -16.8 | 30.4 | 1.0 | 37.6 | -12.5 | 24.5 | 19.9 | -0.7 | 11.0 | 42.8 | 33.0 | -20.5 | 7.7 | 16.1 | -52.3 | -21.8 | 19.2 | 3.4 | 11.9 | 34.4 | -13.1 | -6.0 | 22.8 |
| Sharpe Ratio | NA | 0.62 | 1.26 | 0.83 | 0.78 | 0.44 | NA | NA | 0.18 | 1.62 | 0.65 | -0.67 | 1.57 | 0.02 | 2.25 | -0.69 | 1.76 | 0.9 | -0.04 | 0.74 | 2.86 | 1.68 | -0.57 | 0.29 | 0.25 | -0.77 | -0.99 | 1.3 | 0.1 | 0.88 | 1.8 | -0.45 | -0.32 | 1.57 |
| Draw Down(%) | NA | 18.8 | 18.8 | 18.8 | 29.6 | 44.3 | NA | NA | 81.8 | 8.0 | 17.6 | 29.6 | 8.9 | 44.3 | 9.6 | 24.6 | 9.1 | 20.7 | 14.4 | 9.1 | 7.0 | 19.3 | 36.5 | 25.7 | 50.5 | 64.3 | 26.5 | 8.2 | 9.3 | 11.6 | 15.9 | 32.5 | 25.4 | 14.5 |
| Standard Deviation(%) | NA | 26.5 | 22.7 | 20.3 | 21.5 | 24.2 | NA | NA | 29.1 | 15.6 | 18.3 | 27.2 | 19.3 | 47.3 | 16.1 | 20.0 | 13.6 | 21.9 | 19.4 | 14.7 | 15.0 | 19.7 | 35.9 | 26.3 | 63.9 | 68.9 | 25.1 | 12.3 | 11.6 | 12.4 | 18.7 | 31.8 | 26.4 | 27.6 |
| Treynor Ratio | NA | 0.16 | 0.27 | 0.16 | 0.16 | 0.1 | NA | NA | 0.05 | 0.25 | 0.12 | -0.17 | 0.31 | 0.01 | 0.35 | -0.13 | 0.23 | 0.17 | -0.01 | 0.09 | 0.4 | 0.28 | -0.19 | 0.07 | 0.15 | -0.52 | -0.23 | 0.15 | 0.01 | 0.11 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | -0.01 | 0.0 | NA | NA | 0.01 | 0.01 | 0.01 | -0.02 | -0.01 | 0.01 | 0.01 | 0.01 | 0.01 | -0.03 | 0.0 | -0.02 | 0.02 | 0.01 | -0.02 | -0.03 | 0.01 | -0.02 | -0.01 | 0.0 | 0.0 | 0.02 | NA | NA | NA | NA |
| Beta | NA | 1.04 | 1.04 | 1.03 | 1.03 | 1.02 | NA | NA | 1.04 | 1.02 | 1.02 | 1.06 | 0.99 | 1.0 | 1.04 | 1.06 | 1.03 | 1.19 | 1.15 | 1.19 | 1.07 | 1.17 | 1.08 | 1.04 | 1.06 | 1.02 | 1.1 | 1.07 | 0.97 | 0.96 | NA | NA | NA | NA |
| RSquared | NA | 0.97 | 0.98 | 0.97 | 0.97 | 0.95 | NA | NA | 0.85 | 0.98 | 0.97 | 0.96 | 0.96 | 0.98 | 0.97 | 0.97 | 0.96 | 0.95 | 0.95 | 0.95 | 0.94 | 0.96 | 0.98 | 0.97 | 0.97 | 0.96 | 0.97 | 0.95 | 0.91 | 0.76 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.8 | 1.3 | 1.9 | 2.2 | 3.1 | 1.6 | N/A | 0.5 | 2.0 | 1.7 | 1.6 | 1.7 | 2.1 | 1.5 | 1.5 | 1.6 | 1.3 | 1.3 | 1.4 | 1.8 | 0.9 | 0.5 | 1.3 | 2.5 | 2.1 | 2.2 | 2.1 | 2.1 | 2.2 | 1.6 | 1.2 | 1.3 |
| Dividend Growth(%) | N/A | -100.0 | -76.3 | -24.3 | 22.3 | 44.8 | N/A | N/A | N/A | -71.5 | -2.5 | 34.9 | -5.7 | 6.3 | 19.0 | 25.3 | 18.6 | 13.6 | 15.0 | 19.3 | 5.5 | 53.8 | 104.9 | -57.1 | -75.5 | -9.7 | 10.3 | 7.3 | 8.1 | 19.4 | 24.2 | 28.6 | 7.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/2000
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