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IYM: iShares U.S. Basic Materials ETF (ETF)
Basic Info 181.59 6.02(3.21%) June 05
| Asset Class: | Natural Resources |
| MyPlanIQ Rating: | (86%) |
| Start Date: | 06/20/2000 |
| Last Dividend Date: | 03/17/2026 |
| 12-Mo. Yield | 1.72% |
| Expenses | 0.40% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/20/2000 |
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(%) | -1.7 | 18.3 | 34.0 | 14.8 | 7.1 | 10.7 | 7.8 | 8.0 | 8.5 | 20.4 | -4.5 | 12.8 | -9.1 | 25.6 | 17.9 | 19.2 | -16.6 | 24.8 | 19.8 | -12.8 | 3.0 | 19.9 | 9.9 | -15.2 | 31.0 | 64.3 | -50.7 | 32.2 | 17.1 | 4.1 | 12.2 | 35.3 | -9.0 | -0.3 | 13.6 |
| Sharpe Ratio | NA | 2.03 | 1.65 | 0.63 | 0.23 | 0.41 | NA | NA | 0.28 | 0.85 | -0.56 | 0.53 | -0.39 | 1.31 | 0.45 | 1.05 | -0.92 | 2.14 | 1.03 | -0.66 | 0.2 | 1.3 | 0.51 | -0.45 | 1.13 | 1.61 | -0.91 | 1.3 | 0.72 | 0.11 | 0.63 | 1.8 | -0.32 | -0.1 | 0.72 |
| Draw Down(%) | NA | 13.6 | 13.6 | 23.6 | 29.9 | 42.7 | NA | NA | 67.8 | 17.9 | 15.4 | 13.9 | 29.9 | 12.7 | 39.1 | 11.9 | 25.8 | 4.5 | 14.2 | 26.8 | 12.2 | 9.4 | 16.6 | 34.5 | 20.0 | 29.7 | 67.8 | 16.8 | 17.7 | 16.0 | 13.0 | 17.2 | 31.0 | 28.5 | 17.3 |
| Standard Deviation(%) | NA | 22.3 | 19.0 | 18.2 | 20.4 | 21.8 | NA | NA | 25.6 | 20.7 | 14.6 | 17.6 | 27.1 | 19.5 | 39.0 | 16.9 | 19.7 | 11.3 | 19.0 | 19.5 | 14.8 | 15.3 | 19.7 | 33.7 | 27.4 | 40.0 | 56.4 | 22.4 | 19.0 | 17.0 | 17.8 | 19.2 | 31.3 | 28.5 | 31.7 |
| Treynor Ratio | NA | 0.48 | 0.34 | 0.14 | 0.06 | 0.11 | NA | NA | 0.09 | 0.18 | -0.11 | 0.13 | -0.13 | 0.35 | 0.2 | 0.19 | -0.22 | 0.56 | 0.36 | -0.21 | 0.05 | 0.25 | 0.13 | -0.16 | 0.29 | 0.68 | -0.63 | 0.36 | 0.24 | 0.04 | 0.21 | 0.75 | -0.12 | -0.07 | 0.8 |
| Alpha | NA | 0.04 | 0.0 | 0.01 | -0.01 | 0.01 | NA | NA | 0.01 | -0.03 | -0.01 | 0.05 | -0.09 | 0.01 | 0.06 | 0.02 | -0.01 | 0.07 | 0.02 | 0.01 | 0.04 | 0.02 | 0.03 | -0.03 | 0.04 | 0.04 | -0.08 | 0.0 | 0.04 | -0.06 | -0.01 | 0.07 | -0.03 | 0.02 | 0.07 |
| Beta | NA | 0.95 | 0.93 | 0.85 | 0.81 | 0.8 | NA | NA | 0.76 | 0.95 | 0.72 | 0.73 | 0.8 | 0.74 | 0.88 | 0.92 | 0.82 | 0.43 | 0.54 | 0.61 | 0.56 | 0.79 | 0.78 | 0.95 | 1.08 | 0.94 | 0.81 | 0.8 | 0.57 | 0.42 | 0.54 | 0.46 | 0.86 | 0.37 | 0.29 |
| RSquared | NA | 0.72 | 0.7 | 0.68 | 0.69 | 0.69 | NA | NA | 0.63 | 0.78 | 0.59 | 0.62 | 0.7 | 0.71 | 0.83 | 0.6 | 0.64 | 0.33 | 0.55 | 0.65 | 0.58 | 0.69 | 0.74 | 0.91 | 0.86 | 0.84 | 0.86 | 0.72 | 0.56 | 0.33 | 0.3 | 0.13 | 0.42 | 0.11 | 0.05 |
| Yield(%) | N/A | 0.3 | 1.7 | 1.8 | 1.7 | 2.5 | 2.3 | 2.9 | N/A | 1.8 | 1.6 | 2.0 | 1.9 | 1.8 | 1.6 | 2.4 | 1.4 | 1.7 | 1.8 | 1.7 | 1.8 | 2.1 | 2.0 | 1.8 | 1.4 | 2.2 | 1.5 | 1.8 | 2.2 | 1.7 | 1.6 | 2.4 | 1.6 | 1.6 | 1.3 |
| Dividend Growth(%) | N/A | -79.9 | 7.0 | 7.5 | 48.0 | 59.9 | N/A | N/A | N/A | 8.4 | -12.2 | -8.6 | 28.6 | 31.8 | -22.8 | 44.7 | -3.5 | 19.5 | -14.7 | -1.5 | -0.2 | 8.6 | -5.9 | 65.1 | 1.3 | -27.6 | 13.0 | -11.0 | 35.6 | 16.9 | -11.3 | 36.7 | -0.5 | 34.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/2000
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See Natural Resources Asset Class Trend Rankings |
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