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IYT: iShares US Transportation ETF (ETF)
Basic Info 70.28 0.6(0.86%) July 02
| Asset Class: | Industrials |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 10/10/2003 |
| Last Dividend Date: | 06/16/2025 |
| 12-Mo. Yield | 1.17% |
| Expenses | 0.40% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/10/2003 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 4.6 | 4.6 | 9.6 | 10.8 | 13.7 | 7.9 | 10.9 | 9.0 | 9.4 | 4.1 | 24.6 | -21.7 | 26.4 | 14.2 | 20.1 | -12.9 | 18.9 | 22.2 | -16.9 | 25.4 | 41.2 | 6.7 | -1.5 | 26.7 | 19.0 | -21.2 | 0.4 | 9.0 | 10.9 | 27.8 | 6.0 |
| Sharpe Ratio | NA | 0.03 | 0.15 | 0.27 | 0.5 | 0.27 | NA | NA | 0.34 | 0.03 | 1.11 | -0.85 | 1.47 | 0.35 | 1.0 | -0.69 | 1.31 | 1.19 | -0.92 | 1.58 | 2.56 | 0.39 | -0.06 | 1.14 | 0.49 | -0.52 | -0.13 | 0.28 | 0.49 | 1.69 | 2.39 |
| Draw Down(%) | NA | 24.5 | 26.4 | 26.4 | 29.1 | 41.3 | NA | NA | 60.4 | 12.9 | 20.6 | 29.1 | 12.4 | 40.8 | 12.0 | 25.0 | 8.3 | 12.2 | 19.1 | 11.1 | 8.5 | 9.1 | 28.2 | 18.2 | 42.0 | 44.7 | 19.7 | 17.1 | 12.4 | 10.5 | 4.8 |
| Standard Deviation(%) | NA | 31.4 | 26.1 | 22.5 | 22.2 | 23.2 | NA | NA | 23.9 | 18.4 | 19.1 | 27.4 | 17.9 | 40.1 | 18.6 | 20.8 | 14.0 | 18.5 | 18.5 | 16.0 | 16.1 | 17.2 | 28.7 | 23.3 | 38.6 | 42.6 | 20.9 | 19.8 | 17.7 | 15.9 | 12.3 |
| Treynor Ratio | NA | 0.01 | 0.04 | 0.06 | 0.11 | 0.06 | NA | NA | 0.08 | 0.0 | 0.2 | -0.21 | 0.27 | 0.15 | 0.17 | -0.14 | 0.15 | 0.2 | -0.16 | 0.24 | 0.37 | 0.07 | -0.02 | 0.27 | 0.18 | -0.24 | -0.03 | 0.04 | 0.07 | 0.0 | 0.0 |
| Alpha | NA | -0.06 | -0.05 | -0.04 | -0.02 | -0.01 | NA | NA | 0.0 | -0.05 | 0.01 | -0.06 | 0.02 | 0.01 | -0.04 | 0.01 | -0.02 | 0.0 | -0.06 | 0.06 | -0.02 | -0.03 | 0.0 | 0.0 | -0.01 | 0.1 | -0.05 | -0.03 | 0.0 | NA | NA |
| Beta | NA | 1.12 | 1.08 | 1.06 | 1.05 | 1.02 | NA | NA | 1.01 | 1.03 | 1.04 | 1.08 | 0.99 | 0.94 | 1.09 | 1.01 | 1.23 | 1.09 | 1.04 | 1.04 | 1.1 | 0.95 | 0.97 | 0.98 | 1.04 | 0.94 | 1.06 | 1.33 | 1.24 | NA | NA |
| RSquared | NA | 0.78 | 0.75 | 0.76 | 0.78 | 0.81 | NA | NA | 0.8 | 0.68 | 0.72 | 0.84 | 0.81 | 0.87 | 0.82 | 0.82 | 0.7 | 0.81 | 0.8 | 0.82 | 0.82 | 0.74 | 0.93 | 0.89 | 0.84 | 0.84 | 0.73 | 0.75 | 0.66 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.6 | 1.2 | 0.9 | 1.3 | 1.4 | 2.5 | 2.4 | N/A | 0.3 | 1.5 | 1.1 | 1.0 | 1.0 | 1.5 | 1.1 | 1.1 | 1.2 | 1.1 | 0.9 | 1.2 | 1.2 | 1.5 | 1.4 | 1.7 | 1.1 | 1.1 | 0.5 | 0.7 | 0.5 | 0.0 |
| Dividend Growth(%) | N/A | -47.6 | -65.5 | -13.0 | 1.6 | 101.9 | N/A | N/A | N/A | -77.8 | 10.5 | 40.2 | 4.0 | -18.5 | 13.3 | 25.5 | 13.5 | -9.5 | 50.7 | 0.4 | 8.7 | -22.8 | 27.0 | -5.3 | 35.0 | -7.9 | 120.6 | -6.6 | 54.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/10/2003
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