It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
IGE: iShares North American Natural Resources ETF (ETF)
Basic Info 59.63 2.14(3.46%) June 05
| Asset Class: | Natural Resources |
| MyPlanIQ Rating: | (88%) |
| Start Date: | 11/26/2001 |
| Last Dividend Date: | 03/17/2026 |
| 12-Mo. Yield | 2.71% |
| Expenses | 0.41% |
| Sign up to get fund ranking change alerts | |
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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.9 | 19.3 | 40.8 | 19.0 | 16.6 | 9.5 | 4.8 | 5.4 | 8.0 | 20.4 | 7.5 | 3.1 | 33.2 | 39.4 | -19.6 | 17.1 | -21.6 | 0.8 | 30.1 | -24.6 | -10.2 | 15.5 | 2.0 | -7.8 | 23.3 | 37.1 | -42.9 | 33.5 | 16.4 | 36.0 | 24.4 | 33.9 | -13.9 | 5.5 |
| Sharpe Ratio | NA | 2.98 | 2.56 | 0.92 | 0.67 | 0.32 | NA | NA | 0.25 | 0.84 | 0.24 | -0.03 | 1.01 | 1.65 | -0.41 | 0.95 | -1.08 | 0.01 | 1.18 | -0.99 | -0.54 | 1.02 | 0.1 | -0.25 | 0.93 | 0.99 | -0.72 | 1.35 | 0.55 | 1.51 | 1.38 | 2.27 | -0.56 | 4.54 |
| Draw Down(%) | NA | 5.5 | 5.5 | 19.5 | 25.7 | 60.6 | NA | NA | 67.6 | 17.0 | 13.0 | 16.0 | 25.7 | 15.1 | 54.0 | 14.6 | 31.4 | 15.8 | 16.0 | 30.7 | 29.6 | 9.9 | 21.1 | 31.7 | 17.6 | 27.1 | 61.5 | 13.8 | 18.1 | 14.7 | 7.3 | 9.0 | 31.5 | 4.3 |
| Standard Deviation(%) | NA | 18.4 | 16.0 | 18.5 | 22.5 | 25.1 | NA | NA | 27.0 | 20.9 | 16.0 | 20.2 | 31.5 | 23.9 | 48.5 | 16.5 | 21.2 | 13.6 | 25.3 | 25.0 | 18.9 | 15.2 | 19.5 | 31.7 | 25.0 | 37.5 | 60.7 | 22.5 | 23.9 | 22.4 | 17.0 | 14.6 | 26.9 | 16.3 |
| Treynor Ratio | NA | 0.67 | 0.5 | 0.19 | 0.16 | 0.08 | NA | NA | 0.07 | 0.18 | 0.05 | -0.01 | 0.32 | 0.39 | -0.18 | 0.16 | -0.25 | 0.0 | 0.31 | -0.26 | -0.11 | 0.17 | 0.02 | -0.08 | 0.22 | 0.39 | -0.46 | 0.32 | 0.14 | 0.36 | 0.26 | 0.39 | -0.18 | 3.05 |
| Alpha | NA | 0.07 | 0.03 | 0.02 | 0.02 | 0.0 | NA | NA | 0.0 | -0.03 | 0.04 | 0.02 | 0.05 | 0.03 | -0.09 | 0.01 | -0.02 | -0.02 | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.03 | 0.01 | -0.02 | 0.03 | -0.03 | -0.01 | 0.02 | -0.06 | 0.12 |
| Beta | NA | 0.82 | 0.82 | 0.91 | 0.97 | 0.99 | NA | NA | 0.95 | 0.99 | 0.86 | 0.93 | 1.01 | 1.0 | 1.12 | 0.95 | 0.91 | 0.7 | 0.95 | 0.96 | 0.93 | 0.92 | 0.88 | 0.94 | 1.04 | 0.95 | 0.94 | 0.94 | 0.93 | 0.94 | 0.89 | 0.85 | 0.85 | 0.24 |
| RSquared | NA | 0.74 | 0.73 | 0.77 | 0.82 | 0.81 | NA | NA | 0.89 | 0.84 | 0.71 | 0.76 | 0.85 | 0.88 | 0.88 | 0.66 | 0.67 | 0.6 | 0.97 | 0.98 | 0.98 | 0.96 | 0.97 | 0.99 | 0.96 | 0.96 | 0.98 | 0.97 | 0.96 | 0.96 | 0.9 | 0.75 | 0.57 | 0.07 |
| Yield(%) | N/A | 0.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.7 | 2.7 | 2.9 | 3.8 | 3.9 | 2.6 | 6.0 | 2.0 | 2.1 | 2.1 | 2.2 | 1.6 | 1.7 | 1.5 | 1.1 | 1.6 | 1.4 | 0.8 | 1.1 | 1.3 | 1.3 | 1.3 | 2.2 | 1.1 | 0.4 |
| Dividend Growth(%) | N/A | -79.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.4 | -6.6 | -3.2 | 30.8 | 17.8 | -53.4 | 129.1 | -2.5 | 25.1 | -30.9 | 23.2 | 7.5 | 9.6 | 32.2 | -21.7 | 59.6 | 4.4 | -4.2 | -6.1 | 35.1 | 19.3 | -22.1 | 72.6 | 185.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/26/2001
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Natural Resources Asset Class Trend Rankings |
Top Rated Funds in Natural Resources
Best Mutual Funds
- FSCHX (CHEMICALS PORTFOLIO CHEMICALS PORTFOLIO) (76%)
- FSDPX (MATERIALS PORTFOLIO MATERIALS PORTFOLIO) (75%)
- FMFAX (MATERIALS PORTFOLIO FIDELITY ADVISOR MATERIALS FUND: CLASS A) (68%)
- PNRZX (PGIM Jennison Natural Resources Fund - Class Z) (65%)
- RYBIX (BASIC MATERIALS FUND INVESTOR CLASS) (64%)
- DLDRX (DREYFUS NATURAL RESOURCES FUND DREYFUS NATURAL RESOURCES FUND - CLASS I) (64%)
- FNRAX (FRANKLIN NATURAL RESOURCES FUND ADVISOR CLASS) (63%)
- PRNEX (T. ROWE PRICE NEW ERA FUND INC. T. ROWE PRICE NEW ERA FUND INC.) (63%)
- SEPIX (ENERGY & BASIC MATERIALS PORTFOLIO ENERGY & BASIC MATERIALS CLASS I) (60%)
- VMIAX (VANGUARD MATERIALS INDEX FUND ADMIRAL SHARES) (60%)
Best ETFs
- XLB (Materials Select Sector SPDR Fund) (95%)
- MOO (VanEck Agribusiness ETF) (95%)
- CUT (Invesco MSCI Global Timber ETF) (92%)
- FXZ (First Trust Materials AlphaDEX Fund) (89%)
- HAP (VanEck Natural Resources ETF) (89%)
- IGE (iShares North American Natural Resources ETF) (88%)
- IYM (iShares U.S. Basic Materials ETF) (86%)
- MXI (iShares Global Materials ETF) (84%)
- PYZ (Invesco Dorsey Wright Basic Materials Momentum ETF) (82%)
- RTM (Invesco S&P 500® Equal Weight Materials ETF) (81%)
Best Closed End Funds
- GGN (GAMCO Global) 4.85% (99%)
- TTO (TTO) (27%)
- BCX (BlackRock Resources & Commodities Strategy Trust) 3.24% (25%)
- BCF (BlackRock Real Asset Trust) (14%)
Latest Articles Related to IGE
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
