Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IAI (iShares U.S. Broker-Dealers & Securities Exchanges ETF) | 3.03% | 20.36% | 29.31% | 14.06% | 18.62% | 15.69% | 8.88% | … | … |
Data as of 06/04/2026, Common starting date is 05/05/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IAI (iShares U.S. Broker-Dealers & Securities Exchanges ETF) | 05/05/2006 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.48 | 20.36 | 29.31 | 14.06 | 18.62 | 15.69 | 8.88 | … | … | 3.03 | 25.80 | 34.37 | 15.28 | -10.87 | 40.49 | 18.59 | 24.28 | -9.45 | 28.86 | 21.34 | -1.38 | 11.71 | 65.66 | 16.40 | -27.09 | 4.88 | 42.06 | -60.30 | -4.29 | 5.67 |
| Sharpe Ratio | NA | 0.89 | 1.30 | 0.55 | 0.73 | NA | NA | … | … | 0.15 | 0.97 | 1.84 | 0.62 | -0.47 | 2.06 | 0.44 | 1.45 | -0.57 | 2.01 | 0.95 | -0.07 | 0.67 | 4.19 | 0.84 | -0.78 | 0.20 | 0.90 | -0.89 | -0.28 | 0.22 |
| Standard Deviation(%) | NA | 19.00 | 20.08 | 21.40 | 22.90 | NA | NA | … | … | 22.47 | 23.75 | 16.74 | 18.79 | 26.02 | 19.64 | 41.68 | 15.75 | 18.93 | 14.13 | 22.18 | 20.08 | 17.57 | 15.67 | 19.71 | 34.56 | 23.56 | 46.74 | 68.56 | 26.47 | 24.01 |
| Draw Down(%) | NA | 16.52 | 23.14 | 28.84 | 40.38 | NA | NA | … | … | 16.52 | 23.14 | 7.40 | 17.71 | 28.18 | 9.18 | 40.38 | 9.38 | 23.98 | 8.41 | 20.23 | 16.39 | 11.64 | 8.28 | 23.60 | 39.23 | 21.94 | 27.18 | 72.25 | 19.79 | 19.73 |
| Yield(%) | 0.00 | 1.25 | 2.04 | 1.77 | 3.53 | 4.16 | 2.00 | … | … | 0.38 | 1.18 | 1.41 | 2.02 | 1.85 | 1.83 | 1.78 | 1.84 | 1.41 | 1.73 | 1.82 | 1.28 | 1.25 | 1.80 | 3.27 | 0.89 | 1.63 | 0.79 | 0.91 | 0.64 | 0.21 |
Data as of 06/04/2026, Common starting date is 05/05/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IAI (iShares U.S. Broker-Dealers & Securities Exchanges ETF) |
-23.11%
Jun 2007 – Jun 2010 |
-17.06%
May 2007 – May 2012 |
-0.91%
Jun 2006 – Jun 2016 |
4.54%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IAI (iShares U.S. Broker-Dealers & Securities Exchanges ETF) |
30.04%
Jul 2012 – Jul 2015 |
25.66%
Jul 2020 – Jul 2025 |
20.07%
Dec 2011 – Dec 2021 |
16.23%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart