Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IAT (iShares U.S. Regional Banks ETF) | 6.53% | 28.77% | 24.39% | 2.08% | 8.19% | 9.21% | 3.45% | … | … |
Data as of 06/04/2026, Common starting date is 05/05/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IAT (iShares U.S. Regional Banks 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 (%) | 2.15 | 28.77 | 24.39 | 2.08 | 8.19 | 9.21 | 3.45 | … | … | 6.53 | 13.05 | 24.37 | -8.52 | -20.62 | 38.90 | -7.59 | 31.42 | -17.43 | 10.42 | 32.32 | 1.80 | 7.52 | 37.65 | 17.73 | -12.76 | 20.24 | -10.97 | -33.49 | -25.48 | 6.02 |
| Sharpe Ratio | NA | 1.08 | 0.80 | -0.03 | 0.21 | NA | NA | … | … | 0.42 | 0.37 | 0.83 | -0.33 | -0.75 | 1.44 | -0.13 | 1.53 | -0.92 | 0.56 | 1.35 | 0.08 | 0.50 | 2.69 | 0.97 | -0.38 | 0.74 | -0.17 | -0.55 | -1.20 | 0.56 |
| Standard Deviation(%) | NA | 21.67 | 26.49 | 29.13 | 30.86 | NA | NA | … | … | 22.90 | 27.24 | 24.92 | 37.66 | 29.60 | 26.98 | 59.43 | 19.53 | 20.54 | 17.55 | 23.86 | 20.81 | 15.06 | 13.96 | 18.32 | 34.04 | 27.12 | 64.35 | 62.13 | 24.04 | 10.47 |
| Draw Down(%) | NA | 17.49 | 29.29 | 55.55 | 55.55 | NA | NA | … | … | 17.49 | 25.44 | 12.42 | 44.18 | 32.07 | 13.86 | 51.23 | 12.67 | 29.52 | 13.58 | 18.94 | 14.69 | 11.76 | 7.41 | 13.21 | 32.94 | 25.64 | 52.65 | 48.71 | 28.28 | 5.30 |
| Yield(%) | 0.00 | 3.46 | 4.61 | 2.38 | 3.53 | 4.46 | 2.00 | … | … | 0.47 | 3.24 | 3.52 | 3.12 | 2.36 | 2.58 | 2.55 | 3.12 | 2.00 | 1.69 | 2.02 | 1.80 | 1.80 | 2.04 | 2.22 | 1.64 | 1.30 | 1.77 | 3.40 | 2.46 | 2.38 |
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 |
|---|---|---|---|---|
| IAT (iShares U.S. Regional Banks ETF) |
-26.34%
Jun 2006 – Jun 2009 |
-16.17%
Sep 2006 – Sep 2011 |
-1.73%
Jun 2006 – Jun 2016 |
1.84%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IAT (iShares U.S. Regional Banks ETF) |
25.73%
May 2023 – May 2026 |
20.01%
Feb 2009 – Feb 2014 |
15.27%
Sep 2011 – Sep 2021 |
9.45%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart