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IAK: iShares U.S. Insurance ETF (ETF)
Basic Info 133.6 4.13(3.19%) June 05
| Asset Class: | Financial |
| MyPlanIQ Rating: | (89%) |
| Start Date: | 05/05/2006 |
| Last Dividend Date: | 03/17/2026 |
| 12-Mo. Yield | 2.61% |
| Expenses | 0.40% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/05/2006 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 4.1 | -0.4 | 1.7 | 18.4 | 12.5 | 12.0 | 12.2 | 7.1 | 6.9 | 9.5 | 28.2 | 11.3 | 11.3 | 26.9 | -2.9 | 26.0 | -11.5 | 14.2 | 18.2 | 4.0 | 7.3 | 45.4 | 17.5 | -7.4 | 20.0 | 14.0 | -51.1 | -7.4 | 8.7 |
| Sharpe Ratio | NA | -0.86 | -0.33 | 0.87 | 0.51 | 0.47 | NA | NA | 0.21 | 0.34 | 1.64 | 0.44 | 0.46 | 1.46 | -0.07 | 1.78 | -0.77 | 1.3 | 1.09 | 0.24 | 0.56 | 3.16 | 1.11 | -0.24 | 0.87 | 0.27 | -0.88 | -0.57 | 1.02 |
| Draw Down(%) | NA | 7.3 | 8.1 | 11.6 | 14.8 | 44.9 | NA | NA | 77.4 | 11.6 | 9.9 | 14.4 | 14.8 | 8.7 | 44.9 | 7.1 | 20.3 | 8.5 | 13.5 | 10.6 | 10.5 | 6.5 | 12.7 | 28.7 | 16.5 | 48.0 | 68.2 | 17.9 | 6.8 |
| Standard Deviation(%) | NA | 14.7 | 14.8 | 16.4 | 18.1 | 21.0 | NA | NA | 25.8 | 19.3 | 15.0 | 17.4 | 21.4 | 18.3 | 43.8 | 13.7 | 16.7 | 10.4 | 16.6 | 16.5 | 13.0 | 14.4 | 15.8 | 30.9 | 23.0 | 50.7 | 58.9 | 18.6 | 9.9 |
| Treynor Ratio | NA | -0.25 | -0.08 | 0.2 | 0.12 | 0.12 | NA | NA | 0.07 | 0.09 | 0.32 | 0.1 | 0.13 | 0.3 | -0.04 | 0.31 | -0.17 | 0.21 | 0.21 | 0.04 | 0.07 | 0.47 | 0.2 | -0.09 | 0.23 | 0.18 | -0.68 | -0.14 | 0.17 |
| Alpha | NA | -0.02 | -0.02 | 0.01 | 0.02 | 0.01 | NA | NA | 0.01 | -0.01 | 0.02 | 0.0 | 0.08 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | -0.01 | 0.02 | -0.02 | 0.04 | -0.02 | 0.02 | 0.02 | 0.01 | -0.08 | 0.02 | 0.02 |
| Beta | NA | 0.5 | 0.59 | 0.7 | 0.76 | 0.81 | NA | NA | 0.8 | 0.72 | 0.77 | 0.77 | 0.77 | 0.89 | 0.87 | 0.78 | 0.77 | 0.66 | 0.85 | 0.94 | 0.98 | 0.96 | 0.87 | 0.86 | 0.87 | 0.78 | 0.76 | 0.76 | 0.57 |
| RSquared | NA | 0.32 | 0.35 | 0.52 | 0.66 | 0.77 | NA | NA | 0.79 | 0.56 | 0.59 | 0.61 | 0.81 | 0.86 | 0.88 | 0.75 | 0.74 | 0.66 | 0.85 | 0.89 | 0.82 | 0.83 | 0.82 | 0.84 | 0.88 | 0.84 | 0.74 | 0.85 | 0.46 |
| Yield(%) | N/A | 1.5 | 2.6 | 2.9 | 2.6 | 3.2 | 4.4 | 2.4 | N/A | 1.8 | 1.9 | 1.6 | 1.9 | 2.9 | 1.9 | 2.3 | 2.0 | 1.8 | 2.0 | 1.7 | 1.7 | 1.6 | 2.0 | 1.3 | 2.4 | 1.8 | 1.2 | 1.1 | 0.7 |
| Dividend Growth(%) | N/A | -13.4 | 56.6 | 59.7 | 62.9 | 181.1 | N/A | N/A | N/A | 22.1 | 31.1 | -7.0 | -18.1 | 35.7 | 6.2 | -2.3 | 24.7 | 8.1 | 19.9 | 5.6 | 46.1 | -6.3 | 33.2 | -33.8 | 52.5 | -27.1 | -1.0 | 72.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/05/2006
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