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IYM: iShares U.S. Basic Materials ETF (ETF)
Basic Info 141.55 1.3(0.93%) May 03
Asset Class: | Natural Resources |
MyPlanIQ Rating: | (86%) |
Start Date: | 06/20/2000 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 1.76% |
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 06/20/2000 |
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(%) | -0.5 | 2.8 | 12.2 | 3.9 | 11.2 | 7.3 | 10.4 | 8.2 | 8.0 | 12.8 | -9.1 | 25.6 | 17.9 | 19.2 | -16.6 | 24.8 | 19.8 | -12.8 | 3.0 | 19.9 | 9.9 | -15.2 | 31.0 | 64.3 | -50.7 | 32.2 | 17.1 | 4.1 | 12.2 | 35.3 | -9.0 | -0.3 | 13.6 |
Sharpe Ratio | NA | 0.51 | 0.61 | 0.1 | 0.36 | 0.29 | NA | NA | 0.26 | 0.49 | -0.39 | 1.31 | 0.45 | 1.06 | -0.91 | 2.14 | 1.03 | -0.66 | 0.2 | 1.3 | 0.51 | -0.45 | 1.13 | 1.61 | -0.91 | 1.31 | 0.73 | 0.12 | 0.63 | 1.8 | -0.32 | -0.09 | 0.72 |
Draw Down(%) | NA | 5.8 | 13.5 | 29.9 | 39.1 | 42.7 | NA | NA | 67.8 | 13.9 | 29.9 | 12.7 | 39.1 | 11.9 | 25.8 | 4.5 | 14.2 | 26.8 | 12.2 | 9.4 | 16.6 | 34.5 | 20.0 | 29.7 | 67.8 | 16.8 | 17.7 | 16.0 | 13.0 | 17.2 | 31.0 | 28.5 | 17.3 |
Standard Deviation(%) | NA | 13.7 | 15.4 | 21.0 | 25.2 | 21.6 | NA | NA | 26.1 | 17.6 | 27.1 | 19.5 | 39.0 | 16.9 | 19.7 | 11.3 | 19.0 | 19.5 | 14.8 | 15.3 | 19.7 | 33.7 | 27.4 | 40.0 | 56.4 | 22.4 | 19.0 | 17.0 | 17.8 | 19.2 | 31.3 | 28.5 | 31.7 |
Treynor Ratio | NA | 0.09 | 0.13 | 0.03 | 0.12 | 0.09 | NA | NA | 0.09 | 0.12 | -0.15 | 0.35 | 0.22 | 0.19 | -0.22 | 0.56 | 0.37 | -0.21 | 0.05 | 0.25 | 0.13 | -0.16 | 0.29 | 0.68 | -0.63 | 0.36 | 0.24 | 0.05 | 0.21 | 0.75 | -0.12 | -0.07 | 0.8 |
Alpha | NA | -0.01 | 0.03 | 0.0 | 0.02 | 0.02 | NA | NA | 0.01 | 0.05 | -0.06 | 0.01 | 0.06 | 0.02 | -0.01 | 0.07 | 0.02 | 0.01 | 0.04 | 0.02 | 0.03 | -0.03 | 0.04 | 0.04 | -0.08 | 0.0 | 0.04 | -0.06 | -0.01 | 0.07 | -0.03 | 0.02 | 0.07 |
Beta | NA | 0.74 | 0.72 | 0.71 | 0.75 | 0.69 | NA | NA | 0.75 | 0.73 | 0.7 | 0.74 | 0.79 | 0.92 | 0.82 | 0.43 | 0.54 | 0.61 | 0.56 | 0.79 | 0.78 | 0.95 | 1.08 | 0.94 | 0.81 | 0.8 | 0.57 | 0.42 | 0.54 | 0.46 | 0.86 | 0.37 | 0.29 |
RSquared | NA | 0.57 | 0.6 | 0.64 | 0.6 | 0.58 | NA | NA | 0.6 | 0.62 | 0.64 | 0.71 | 0.56 | 0.6 | 0.64 | 0.33 | 0.55 | 0.65 | 0.58 | 0.69 | 0.74 | 0.91 | 0.86 | 0.84 | 0.86 | 0.72 | 0.56 | 0.33 | 0.3 | 0.13 | 0.42 | 0.11 | 0.05 |
Yield(%) | N/A | 0.3 | 1.9 | 1.8 | 2.4 | 2.1 | 3.6 | 3.4 | N/A | 2.0 | 1.9 | 1.8 | 1.6 | 2.4 | 1.4 | 1.7 | 1.8 | 1.7 | 1.8 | 2.0 | 2.0 | 1.8 | 1.4 | 2.2 | 1.6 | 1.8 | 2.2 | 1.7 | 1.7 | 2.4 | 1.6 | 1.7 | 1.3 |
Dividend Growth(%) | N/A | -81.2 | -9.9 | 41.3 | 51.9 | 63.3 | N/A | N/A | N/A | -8.6 | 28.8 | 31.6 | -22.5 | 43.7 | -2.7 | 19.7 | -15.3 | -1.4 | 0.7 | 7.4 | -5.6 | 66.3 | 1.2 | -28.6 | 14.4 | -11.1 | 36.0 | 14.7 | -9.6 | 36.1 | -1.6 | 34.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/2000
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