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IYC: iShares U.S. Consumer Discretionary ETF (ETF)
Basic Info 99.58 0.99(0.98%) June 05
| Asset Class: | Consumer Cyclical |
| MyPlanIQ Rating: | (87%) |
| Start Date: | 06/28/2000 |
| Last Dividend Date: | 03/17/2026 |
| 12-Mo. Yield | 0.53% |
| Expenses | 0.40% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/28/2000 |
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 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.1 | -3.3 | 4.1 | 15.1 | 6.1 | 11.5 | 13.1 | 10.9 | 8.4 | 7.9 | 27.5 | 34.0 | -31.8 | 19.6 | 24.6 | 27.4 | 1.8 | 19.9 | 5.6 | 6.1 | 14.5 | 41.1 | 23.4 | 6.7 | 23.3 | 32.6 | -30.6 | -7.7 | 13.8 | -2.3 | 10.7 | 32.7 | -24.6 | -0.0 | -6.2 |
| Sharpe Ratio | NA | -0.2 | 0.3 | 0.81 | 0.2 | 0.51 | NA | NA | 0.36 | 0.24 | 1.58 | 1.78 | -1.07 | 1.34 | 0.74 | 2.03 | 0.02 | 2.48 | 0.4 | 0.38 | 1.13 | 3.49 | 1.89 | 0.3 | 1.28 | 1.27 | -0.84 | -0.71 | 0.92 | -0.38 | 0.77 | 1.59 | -0.9 | -0.09 | -0.63 |
| Draw Down(%) | NA | 12.0 | 12.0 | 21.6 | 35.9 | 35.9 | NA | NA | 53.1 | 21.6 | 10.4 | 14.4 | 34.7 | 8.7 | 33.3 | 7.6 | 20.5 | 5.2 | 11.9 | 11.7 | 7.7 | 5.5 | 7.3 | 17.9 | 17.9 | 24.7 | 46.0 | 14.5 | 9.2 | 10.6 | 12.0 | 14.8 | 34.6 | 33.1 | 19.0 |
| Standard Deviation(%) | NA | 16.0 | 14.3 | 17.3 | 20.7 | 19.9 | NA | NA | 20.3 | 20.7 | 15.2 | 17.2 | 31.1 | 14.6 | 32.7 | 12.8 | 19.1 | 7.8 | 13.6 | 15.8 | 12.7 | 11.8 | 12.5 | 22.4 | 18.1 | 25.6 | 37.5 | 15.2 | 11.4 | 12.0 | 12.6 | 20.1 | 28.5 | 27.8 | 25.6 |
| Treynor Ratio | NA | -0.03 | 0.05 | 0.13 | 0.04 | 0.1 | NA | NA | 0.08 | 0.05 | 0.23 | 0.26 | -0.28 | 0.2 | 0.27 | 0.27 | 0.0 | 0.21 | 0.06 | 0.06 | 0.14 | 0.42 | 0.26 | 0.07 | 0.24 | 0.37 | -0.37 | -0.12 | 0.11 | -0.04 | 0.1 | 0.3 | -0.26 | -0.02 | -0.23 |
| Alpha | NA | -0.1 | -0.07 | -0.02 | -0.03 | -0.01 | NA | NA | 0.0 | -0.03 | 0.01 | 0.01 | -0.05 | -0.03 | 0.03 | -0.01 | 0.03 | 0.0 | -0.02 | 0.02 | 0.0 | 0.03 | 0.03 | 0.02 | 0.03 | 0.03 | 0.01 | -0.05 | 0.0 | -0.03 | 0.0 | 0.01 | -0.01 | 0.06 | 0.0 |
| Beta | NA | 0.97 | 0.95 | 1.04 | 1.11 | 1.01 | NA | NA | 0.95 | 1.01 | 1.06 | 1.18 | 1.2 | 0.98 | 0.9 | 0.94 | 1.04 | 0.92 | 0.95 | 0.94 | 1.01 | 0.98 | 0.9 | 0.92 | 0.95 | 0.87 | 0.86 | 0.87 | 0.98 | 1.03 | 0.99 | 1.07 | 0.99 | 1.05 | 0.71 |
| RSquared | NA | 0.68 | 0.63 | 0.79 | 0.82 | 0.84 | NA | NA | 0.81 | 0.83 | 0.78 | 0.8 | 0.87 | 0.77 | 0.92 | 0.85 | 0.87 | 0.63 | 0.84 | 0.85 | 0.81 | 0.85 | 0.83 | 0.93 | 0.9 | 0.85 | 0.87 | 0.84 | 0.74 | 0.77 | 0.76 | 0.82 | 0.81 | 0.66 | 0.28 |
| Yield(%) | N/A | 0.1 | 0.5 | 0.7 | 0.6 | 0.7 | 1.5 | 1.6 | N/A | 0.6 | 0.6 | 0.9 | 0.5 | 0.5 | 0.6 | 1.1 | 0.9 | 1.1 | 1.2 | 1.1 | 0.9 | 1.1 | 1.8 | 1.1 | 1.2 | 1.3 | 1.1 | 0.6 | 0.7 | 0.2 | 0.3 | 0.3 | 0.1 | 0.1 | 0.4 |
| Dividend Growth(%) | N/A | -76.0 | 7.2 | -16.2 | -72.3 | 18.5 | N/A | N/A | N/A | 17.3 | -12.7 | 33.7 | 18.8 | -77.1 | -30.6 | 25.9 | -1.8 | -0.3 | 11.3 | 37.9 | 13.0 | -27.6 | 68.9 | 16.9 | 13.8 | -13.5 | 58.1 | 6.4 | 165.8 | 7.0 | 0.0 | 305.7 | -48.5 | -74.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/28/2000
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