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IYE: iShares U.S. Energy ETF (ETF)
Basic Info 48.45 0.03(0.06%) May 03
Asset Class: | Equity Energy |
MyPlanIQ Rating: | (86%) |
Start Date: | 06/16/2000 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 2.93% |
Expenses | 0.40% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/16/2000 |
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(%) | -3.1 | 10.5 | 20.3 | 25.4 | 11.7 | 2.5 | 6.6 | 7.6 | 6.8 | -2.2 | 60.2 | 53.4 | -33.5 | 10.0 | -19.4 | -1.8 | 25.6 | -22.2 | -9.6 | 25.7 | 4.3 | 3.7 | 19.0 | 19.2 | -37.2 | 35.7 | 20.1 | 34.7 | 31.7 | 28.1 | -16.1 | -12.2 | 6.8 |
Sharpe Ratio | NA | 3.14 | 0.73 | 0.96 | 0.27 | 0.06 | NA | NA | 0.2 | -0.29 | 1.69 | 1.81 | -0.55 | 0.44 | -0.9 | -0.17 | 1.02 | -0.88 | -0.5 | 1.81 | 0.23 | 0.12 | 0.83 | 0.56 | -0.62 | 1.43 | 0.72 | 1.33 | 1.76 | 1.66 | -0.58 | -0.53 | 0.31 |
Draw Down(%) | NA | 7.2 | 13.2 | 25.6 | 63.1 | 73.7 | NA | NA | 73.7 | 17.2 | 25.6 | 17.3 | 61.4 | 19.3 | 31.5 | 18.8 | 14.4 | 28.3 | 27.7 | 7.1 | 18.2 | 28.4 | 20.2 | 25.8 | 53.4 | 12.6 | 15.4 | 15.8 | 6.7 | 10.3 | 31.6 | 31.2 | 12.4 |
Standard Deviation(%) | NA | 14.9 | 18.9 | 28.0 | 36.5 | 30.1 | NA | NA | 29.3 | 22.8 | 35.0 | 29.5 | 60.7 | 19.8 | 23.0 | 14.3 | 24.9 | 25.4 | 19.3 | 14.2 | 18.1 | 31.1 | 22.8 | 33.9 | 61.7 | 23.1 | 23.4 | 24.5 | 17.5 | 16.5 | 29.5 | 27.7 | 27.8 |
Treynor Ratio | NA | 0.43 | 0.12 | 0.2 | 0.08 | 0.02 | NA | NA | 0.05 | -0.05 | 0.45 | 0.32 | -0.28 | 0.08 | -0.19 | -0.02 | 0.26 | -0.23 | -0.09 | 0.26 | 0.05 | 0.04 | 0.2 | 0.22 | -0.39 | 0.32 | 0.17 | 0.29 | 0.29 | 0.23 | -0.15 | -0.13 | 0.08 |
Alpha | NA | 0.04 | -0.01 | 0.02 | 0.03 | 0.01 | NA | NA | 0.0 | -0.04 | 0.09 | 0.02 | 0.03 | -0.02 | 0.0 | -0.02 | -0.02 | 0.0 | 0.02 | 0.03 | 0.01 | 0.02 | 0.02 | -0.05 | 0.04 | 0.0 | 0.0 | -0.04 | -0.02 | -0.04 | -0.06 | -0.04 | -0.01 |
Beta | NA | 1.1 | 1.18 | 1.34 | 1.25 | 1.16 | NA | NA | 1.05 | 1.27 | 1.31 | 1.64 | 1.19 | 1.13 | 1.09 | 1.05 | 0.97 | 0.98 | 1.04 | 1.0 | 0.93 | 0.98 | 0.93 | 0.88 | 0.97 | 1.02 | 1.02 | 1.13 | 1.07 | 1.2 | 1.14 | 1.1 | 1.04 |
RSquared | NA | 0.71 | 0.78 | 0.81 | 0.86 | 0.88 | NA | NA | 0.89 | 0.83 | 0.81 | 0.81 | 0.91 | 0.96 | 0.97 | 0.94 | 0.97 | 0.96 | 0.94 | 0.92 | 0.96 | 0.98 | 0.98 | 0.97 | 0.89 | 0.94 | 0.93 | 0.94 | 0.89 | 0.86 | 0.89 | 0.91 | 0.86 |
Yield(%) | N/A | 0.7 | 3.0 | 4.9 | 4.0 | 2.2 | 3.4 | 4.6 | N/A | 3.0 | 5.0 | 4.4 | 3.0 | 6.7 | 2.4 | 2.5 | 2.6 | 2.6 | 1.8 | 1.8 | 1.7 | 1.4 | 1.5 | 1.6 | 1.0 | 1.2 | 1.2 | 1.3 | 1.5 | 2.2 | 1.4 | 1.0 | 0.5 |
Dividend Growth(%) | N/A | -77.3 | -23.0 | 1.5 | 35.6 | 149.9 | N/A | N/A | N/A | -15.4 | 73.3 | -6.2 | -54.7 | 116.3 | -7.5 | 21.8 | -24.3 | 25.0 | 19.5 | 13.2 | 21.4 | 12.0 | 2.0 | 11.4 | 15.8 | 8.6 | 34.6 | 4.0 | -16.7 | 36.4 | 15.8 | 111.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2000
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