Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IAK (iShares U.S. Insurance ETF) | -3.44% | -1.63% | 17.40% | 11.77% | 11.75% | 12.12% | 6.95% | … | … |
Data as of 06/04/2026, Common starting date is 05/05/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IAK (iShares U.S. Insurance 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 (%) | -0.06 | -1.63 | 17.40 | 11.77 | 11.75 | 12.12 | 6.95 | … | … | -3.44 | 9.50 | 28.25 | 11.28 | 11.32 | 26.86 | -2.86 | 25.96 | -11.45 | 14.18 | 18.18 | 3.98 | 7.31 | 45.44 | 17.53 | -7.42 | 20.03 | 14.00 | -51.08 | -7.42 | 8.66 |
| Sharpe Ratio | NA | -0.33 | 0.87 | 0.51 | 0.47 | NA | NA | … | … | -0.86 | 0.34 | 1.64 | 0.44 | 0.46 | 1.46 | -0.07 | 1.78 | -0.77 | 1.30 | 1.09 | 0.24 | 0.56 | 3.16 | 1.11 | -0.24 | 0.87 | 0.27 | -0.88 | -0.57 | 1.02 |
| Standard Deviation(%) | NA | 14.83 | 16.42 | 18.10 | 21.01 | NA | NA | … | … | 14.67 | 19.29 | 15.05 | 17.43 | 21.43 | 18.34 | 43.79 | 13.73 | 16.69 | 10.44 | 16.56 | 16.52 | 13.05 | 14.36 | 15.83 | 30.89 | 23.01 | 50.66 | 58.91 | 18.60 | 9.86 |
| Draw Down(%) | NA | 8.10 | 11.58 | 14.76 | 44.95 | NA | NA | … | … | 7.34 | 11.58 | 9.90 | 14.38 | 14.76 | 8.71 | 44.95 | 7.09 | 20.30 | 8.55 | 13.49 | 10.64 | 10.47 | 6.48 | 12.65 | 28.74 | 16.51 | 48.05 | 68.20 | 17.89 | 6.76 |
| Yield(%) | 0.00 | 2.61 | 2.89 | 2.56 | 3.24 | 4.38 | 2.36 | … | … | 1.48 | 1.83 | 1.87 | 1.58 | 1.85 | 2.87 | 1.94 | 2.28 | 2.04 | 1.81 | 2.00 | 1.66 | 1.68 | 1.59 | 1.99 | 1.35 | 2.40 | 1.77 | 1.21 | 1.09 | 0.68 |
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 |
|---|---|---|---|---|
| IAK (iShares U.S. Insurance ETF) |
-22.90%
Jun 2006 – Jun 2009 |
-11.61%
Sep 2006 – Sep 2011 |
1.98%
Oct 2006 – Oct 2016 |
4.56%
Nov 2006 – Nov 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IAK (iShares U.S. Insurance ETF) |
30.04%
Feb 2009 – Feb 2012 |
26.75%
Feb 2009 – Feb 2014 |
17.74%
Feb 2009 – Feb 2019 |
16.41%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart