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IEO: iShares U.S. Oil & Gas Exploration & Production ETF (ETF)
Basic Info 116.15 3.1(2.60%) June 05
| Asset Class: | Equity Energy |
| MyPlanIQ Rating: | (89%) |
| Start Date: | 05/05/2006 |
| Last Dividend Date: | 03/17/2026 |
| 12-Mo. Yield | 2.74% |
| Expenses | 0.40% |
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Performance Analytics (As of 06/04/2026)
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(%) | 1.8 | 30.7 | 39.7 | 14.9 | 18.6 | 10.0 | 5.5 | 6.3 | 5.8 | 2.1 | -1.4 | 3.6 | 57.8 | 75.6 | -32.8 | 9.6 | -19.4 | 0.1 | 25.0 | -24.6 | -12.3 | 30.8 | 4.3 | -3.2 | 18.7 | 41.1 | -41.9 | 39.6 | -6.5 |
| Sharpe Ratio | NA | 2.85 | 1.34 | 0.44 | 0.56 | 0.23 | NA | NA | 0.13 | -0.02 | -0.24 | 0.0 | 1.4 | 2.1 | -0.48 | 0.31 | -0.75 | -0.03 | 0.73 | -0.83 | -0.52 | 1.7 | 0.18 | -0.09 | 0.68 | 0.91 | -0.6 | 1.57 | -0.47 |
| Draw Down(%) | NA | 14.3 | 14.3 | 31.5 | 31.5 | 75.0 | NA | NA | 79.2 | 24.0 | 22.4 | 19.8 | 30.6 | 20.7 | 66.4 | 25.6 | 38.8 | 23.6 | 21.1 | 34.7 | 34.6 | 9.3 | 25.7 | 34.9 | 20.9 | 32.2 | 65.4 | 15.5 | 18.9 |
| Standard Deviation(%) | NA | 28.8 | 25.2 | 25.8 | 30.7 | 35.3 | NA | NA | 35.9 | 30.4 | 20.9 | 26.2 | 40.5 | 36.0 | 69.2 | 26.4 | 27.8 | 19.5 | 34.0 | 29.8 | 23.6 | 18.1 | 24.1 | 37.4 | 27.2 | 45.1 | 71.7 | 23.3 | 28.2 |
| Treynor Ratio | NA | 0.6 | 0.22 | 0.08 | 0.11 | 0.06 | NA | NA | 0.04 | 0.0 | -0.04 | 0.0 | 0.38 | 0.39 | -0.25 | 0.06 | -0.16 | 0.0 | 0.19 | -0.22 | -0.1 | 0.25 | 0.03 | -0.03 | 0.17 | 0.36 | -0.37 | 0.37 | -0.11 |
| Alpha | NA | 0.04 | -0.03 | -0.05 | -0.02 | 0.01 | NA | NA | 0.01 | -0.1 | -0.05 | -0.02 | 0.07 | 0.05 | 0.07 | -0.03 | 0.02 | -0.01 | -0.05 | 0.0 | 0.03 | 0.03 | 0.01 | 0.0 | 0.02 | 0.0 | 0.06 | 0.01 | -0.01 |
| Beta | NA | 1.36 | 1.5 | 1.48 | 1.55 | 1.4 | NA | NA | 1.24 | 1.66 | 1.39 | 1.45 | 1.5 | 1.95 | 1.3 | 1.47 | 1.29 | 1.42 | 1.3 | 1.13 | 1.26 | 1.24 | 1.22 | 1.16 | 1.09 | 1.14 | 1.15 | 0.99 | 1.18 |
| RSquared | NA | 0.51 | 0.53 | 0.63 | 0.73 | 0.8 | NA | NA | 0.86 | 0.65 | 0.61 | 0.82 | 0.8 | 0.76 | 0.85 | 0.92 | 0.95 | 0.91 | 0.92 | 0.93 | 0.93 | 0.86 | 0.92 | 0.95 | 0.94 | 0.92 | 0.93 | 0.86 | 0.9 |
| Yield(%) | N/A | 0.6 | 2.8 | 3.0 | 4.4 | 3.0 | 2.0 | 2.3 | N/A | 2.6 | 2.5 | 3.2 | 5.6 | 4.5 | 2.0 | 1.9 | 1.3 | 0.7 | 1.2 | 1.5 | 1.1 | 1.1 | 0.8 | 0.6 | 0.3 | 0.6 | 0.3 | 0.3 | 0.2 |
| Dividend Growth(%) | N/A | -76.3 | 2.6 | 7.8 | 206.3 | 267.7 | N/A | N/A | N/A | -0.9 | -15.9 | -20.1 | 118.6 | 40.9 | 10.8 | 19.3 | 89.4 | -29.4 | -40.1 | 16.1 | 28.4 | 46.2 | 31.0 | 110.6 | -24.2 | 7.3 | 46.7 | 68.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/05/2006
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