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IYK: iShares U.S. Consumer Staples ETF (ETF)
Basic Info 71.89 1.64(2.33%) June 05
| Asset Class: | Consumer Defensive |
| MyPlanIQ Rating: | (86%) |
| Start Date: | 06/16/2000 |
| Last Dividend Date: | 03/17/2026 |
| 12-Mo. Yield | 2.65% |
| 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 06/16/2000 |
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(%) | 1.1 | 7.9 | 4.9 | 5.5 | 6.1 | 9.2 | 10.4 | 9.7 | 8.8 | 4.8 | 5.3 | -2.8 | 3.6 | 17.3 | 32.6 | 28.1 | -13.8 | 16.5 | 4.8 | 5.8 | 11.5 | 30.2 | 12.0 | 8.4 | 19.0 | 23.3 | -26.0 | 9.2 | 14.3 | 1.5 | 12.0 | 21.1 | -5.5 | 1.6 | 5.6 |
| Sharpe Ratio | NA | 1.06 | 0.0 | 0.19 | 0.25 | 0.47 | NA | NA | 0.48 | 0.14 | 0.16 | -0.6 | 0.13 | 1.25 | 1.02 | 2.39 | -1.08 | 2.3 | 0.37 | 0.4 | 1.13 | 2.59 | 1.14 | 0.46 | 1.34 | 1.25 | -0.88 | 0.49 | 1.26 | -0.07 | 1.03 | 1.56 | -0.35 | -0.05 | 0.39 |
| Draw Down(%) | NA | 10.7 | 10.7 | 12.1 | 15.0 | 33.2 | NA | NA | 42.6 | 7.4 | 8.1 | 12.7 | 15.0 | 9.1 | 33.2 | 6.7 | 19.7 | 3.6 | 7.7 | 10.0 | 7.8 | 6.2 | 6.9 | 13.2 | 10.7 | 21.9 | 33.8 | 6.1 | 5.1 | 6.8 | 10.2 | 12.4 | 21.9 | 12.8 | 8.1 |
| Standard Deviation(%) | NA | 14.0 | 12.1 | 12.1 | 13.0 | 15.6 | NA | NA | 15.5 | 13.8 | 10.2 | 11.0 | 16.8 | 13.9 | 31.6 | 11.1 | 14.1 | 6.9 | 12.4 | 14.4 | 10.2 | 11.6 | 10.5 | 18.2 | 14.1 | 18.5 | 30.4 | 12.2 | 8.7 | 10.6 | 10.7 | 13.0 | 18.8 | 15.7 | 16.2 |
| Treynor Ratio | NA | 1.57 | 0.01 | 0.12 | 0.1 | 0.12 | NA | NA | 0.12 | 0.12 | 0.13 | -0.15 | 0.04 | 0.22 | 0.38 | 0.36 | -0.23 | 0.24 | 0.06 | 0.07 | 0.15 | 0.32 | 0.16 | 0.11 | 0.26 | 0.39 | -0.39 | 0.09 | 0.15 | -0.01 | 0.16 | 0.34 | -0.15 | -0.03 | 0.42 |
| Alpha | NA | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | 0.0 | -0.06 | 0.05 | -0.01 | 0.05 | 0.02 | -0.05 | 0.01 | -0.02 | 0.02 | 0.0 | 0.0 | 0.0 | 0.02 | 0.03 | 0.02 | 0.0 | 0.02 | 0.01 | -0.01 | 0.02 | 0.01 | 0.02 | 0.02 | 0.04 |
| Beta | NA | 0.09 | 0.03 | 0.18 | 0.34 | 0.61 | NA | NA | 0.62 | 0.16 | 0.12 | 0.43 | 0.48 | 0.77 | 0.86 | 0.74 | 0.67 | 0.67 | 0.78 | 0.86 | 0.79 | 0.95 | 0.75 | 0.75 | 0.74 | 0.6 | 0.69 | 0.71 | 0.73 | 0.89 | 0.7 | 0.6 | 0.45 | 0.29 | 0.15 |
| RSquared | NA | 0.01 | 0.0 | 0.05 | 0.19 | 0.51 | NA | NA | 0.6 | 0.04 | 0.02 | 0.27 | 0.48 | 0.54 | 0.89 | 0.69 | 0.66 | 0.41 | 0.69 | 0.86 | 0.79 | 0.81 | 0.82 | 0.92 | 0.88 | 0.79 | 0.86 | 0.86 | 0.71 | 0.75 | 0.52 | 0.62 | 0.39 | 0.16 | 0.03 |
| Yield(%) | N/A | 0.5 | 2.7 | 1.4 | 1.8 | 2.6 | 3.8 | 4.3 | N/A | 2.8 | 0.9 | 2.6 | 2.2 | 1.7 | 1.9 | 2.8 | 2.4 | 2.0 | 2.7 | 2.2 | 2.0 | 2.3 | 2.4 | 2.2 | 2.5 | 2.8 | 1.8 | 2.0 | 2.1 | 1.6 | 1.5 | 2.0 | 1.4 | 1.2 | 0.6 |
| Dividend Growth(%) | N/A | -81.7 | 9.5 | -18.0 | 19.0 | 88.4 | N/A | N/A | N/A | 6.8 | -67.3 | 20.0 | 47.2 | 21.0 | -16.3 | -1.7 | 35.9 | -24.3 | 27.0 | 19.9 | 8.5 | 5.1 | 16.2 | 4.0 | 3.6 | 15.9 | -2.8 | 5.6 | 30.7 | 18.4 | -13.3 | 38.7 | 15.9 | 108.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2000
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See Consumer Defensive Asset Class Trend Rankings |
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