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IGM: iShares Expanded Tech Sector ETF (ETF)
Basic Info 156.63 10.41(6.23%) June 05
| Asset Class: | Technology |
| MyPlanIQ Rating: | (88%) |
| Start Date: | 03/19/2001 |
| Last Dividend Date: | 03/17/2026 |
| 12-Mo. Yield | 0.20% |
| Expenses | 0.41% |
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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 03/19/2001 |
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(%) | -5.6 | 21.3 | 49.2 | 35.6 | 20.3 | 24.2 | 20.6 | 17.0 | 12.6 | 26.8 | 37.0 | 61.0 | -35.9 | 25.7 | 45.1 | 41.8 | 2.3 | 37.2 | 12.9 | 9.5 | 14.8 | 34.0 | 14.6 | -1.1 | 12.0 | 62.4 | -43.5 | 16.1 | 8.7 | 1.5 | 2.7 | 52.6 | -40.7 | -5.0 |
| Sharpe Ratio | NA | 3.47 | 2.9 | 1.53 | 0.75 | 0.95 | NA | NA | 0.47 | 0.88 | 1.55 | 2.87 | -1.06 | 1.32 | 1.2 | 2.26 | 0.04 | 3.29 | 0.76 | 0.54 | 1.04 | 2.76 | 0.93 | -0.05 | 0.59 | 2.31 | -1.15 | 0.74 | 0.34 | -0.06 | 0.09 | 2.0 | -0.96 | -0.19 |
| Draw Down(%) | NA | 14.7 | 16.4 | 26.4 | 40.7 | 40.7 | NA | NA | 65.6 | 26.4 | 14.8 | 11.3 | 39.6 | 10.0 | 30.2 | 11.5 | 24.2 | 5.1 | 14.7 | 12.7 | 9.0 | 5.0 | 13.3 | 20.1 | 17.4 | 18.9 | 51.7 | 11.1 | 19.0 | 15.1 | 25.3 | 16.2 | 58.0 | 45.3 |
| Standard Deviation(%) | NA | 23.6 | 20.4 | 23.3 | 25.6 | 24.5 | NA | NA | 25.0 | 27.3 | 21.6 | 20.1 | 35.5 | 19.4 | 37.3 | 17.9 | 24.3 | 11.2 | 16.7 | 17.7 | 14.2 | 12.3 | 15.8 | 24.8 | 20.0 | 27.0 | 38.6 | 17.7 | 15.7 | 12.8 | 20.0 | 25.9 | 43.8 | 45.7 |
| Treynor Ratio | NA | 0.84 | 0.61 | 0.37 | 0.19 | 0.24 | NA | NA | 0.12 | 0.25 | 0.35 | 0.56 | -0.36 | 0.27 | 0.51 | 0.42 | 0.01 | 0.37 | 0.13 | 0.1 | 0.15 | 0.36 | 0.16 | -0.01 | 0.12 | 0.65 | -0.47 | 0.13 | 0.05 | -0.01 | 0.02 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.01 | 0.02 | 0.0 | 0.0 | NA | NA | 0.0 | 0.02 | 0.03 | 0.02 | -0.03 | -0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.02 | -0.01 | 0.01 | 0.0 | -0.01 | 0.0 | 0.01 | -0.02 | 0.0 | 0.0 | 0.0 | 0.03 | NA | NA | NA |
| Beta | NA | 0.98 | 0.97 | 0.97 | 0.99 | 0.96 | NA | NA | 0.96 | 0.95 | 0.97 | 1.04 | 1.03 | 0.95 | 0.88 | 0.97 | 1.02 | 0.99 | 0.99 | 0.98 | 1.0 | 0.95 | 0.95 | 0.98 | 0.98 | 0.96 | 0.94 | 0.99 | 0.99 | 0.93 | 0.97 | NA | NA | NA |
| RSquared | NA | 0.96 | 0.96 | 0.96 | 0.97 | 0.95 | NA | NA | 0.7 | 0.98 | 0.96 | 0.95 | 0.98 | 0.96 | 0.9 | 0.96 | 0.98 | 0.98 | 0.98 | 0.98 | 0.98 | 0.96 | 0.97 | 0.99 | 0.99 | 0.99 | 0.98 | 0.98 | 0.97 | 0.94 | 0.85 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.2 | 0.2 | 0.2 | 0.9 | 1.5 | 1.6 | N/A | 0.2 | 0.1 | 0.8 | 0.3 | 0.2 | 0.5 | 0.7 | 0.6 | 0.8 | 1.0 | 0.9 | 1.0 | 1.0 | 1.0 | 0.6 | 0.5 | 0.6 | 0.3 | 0.2 | 0.1 | 0.1 | 0.8 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -81.3 | -10.6 | -24.4 | -9.9 | 121.1 | N/A | N/A | N/A | -1.8 | -90.4 | 56.6 | 107.7 | -36.7 | -6.8 | 22.1 | 2.6 | -13.7 | 28.0 | -2.4 | 28.2 | 10.3 | 75.3 | 45.2 | 27.2 | 0.0 | 75.7 | 152.3 | -34.3 | -82.6 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/19/2001
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