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Performance analysis of IAI (ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF)

Annual Return

Over the past 3 years, IAI has had an average annual return of +27.86%, outperforming the benchmark SPY, which returned +22.45% annual.

Over the past 5 years, IAI has had an average annual return of +13.46%, underperforming the benchmark SPY, which returned +13.88% annual.

Over the past 10 years, IAI has had an average annual return of +18.47%, outperforming the benchmark SPY, which returned +15.44% annual.

Since May 5, 2006, IAI has had an average annual return of +8.04%, underperforming the benchmark SPY, which returned +11.07% annual.

202620252024202320222021202020192018201720162015
+0.24%+25.80%+34.37%+15.28%-10.86%+40.49%+18.59%+24.29%-9.46%+28.86%+21.35%-1.37%
201420132012201120102009200820072006
+11.70%+65.65%+16.42%-27.10%+4.87%+42.07%-60.30%-4.29%+5.67%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+2.81%-7.44%-3.41%+7.50%+3.56%-2.05%+0.24%
2025+8.57%-2.35%-7.98%+0.54%+9.71%+9.69%+3.84%-0.83%+1.80%-1.01%+0.39%+2.30%+25.80%
2024-2.41%+4.52%+5.12%-4.00%+4.73%+0.56%+6.12%+2.93%+0.93%+3.16%+15.68%-5.79%+34.37%
2023+6.30%-0.96%-9.02%+0.28%-5.12%+4.66%+7.80%-3.38%-3.08%-4.10%+13%+10.47%+15.28%
2022-2.88%-3.22%-2.89%-11.02%+3.96%-8.70%+10.55%-0.11%-7.40%+12.32%+7.48%-6.32%-10.86%
2021-0.31%+13.11%+3.02%+5.58%+4.62%+0.53%+1.13%+6.21%-4.39%+9.11%-5.86%+3.26%+40.49%
2020+2.89%-10.07%-18.59%+12.34%+6.40%-1.74%+1.71%+6.24%-3.57%-0.61%+17.99%+9.69%+18.59%
2019+8.13%+1.96%-4.28%+8.59%-5.46%+5%+3.26%-1.66%+0.66%+0.20%+6.08%+0.55%+24.29%
2018+5.62%-0.01%-1.02%+0.58%+0.99%-3.26%+1.76%+0.80%-4.97%-2.14%+0.75%-8.29%-9.46%
2017+4.24%+1.13%-1.23%-1.06%-1.75%+7.36%+2.87%-2.26%+7%+1.43%+6.35%+2.19%+28.86%

Drawdown analysis of IAI (ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF)

The maximum drawdown for the IAI was -75.46%, occurring on Nov 20, 2008. Recovery took 2025 trading sessions.

The current IAI drawdown is -5.57%.

Since May 5, 2006 IAI has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 2 times
  • 30% or more: 2 times
  • 20% or more: 5 times
  • 10% or more: 8 times
DepthStartTo BottomBottomTo RecoverEndTotal
-75.46%Jun 20, 2007360Nov 20, 20082025Dec 7, 20162385
-40.38%Feb 20, 202022Mar 23, 2020171Nov 23, 2020193
-28.84%Nov 2, 2021157Jun 17, 2022428Mar 4, 2024585
-23.98%Mar 12, 2018199Dec 24, 2018232Nov 25, 2019431
-23.14%Feb 18, 202535Apr 8, 202549Jun 18, 202584
-19.74%May 9, 200624Jun 13, 200680Oct 5, 2006104
-16.52%Jan 15, 202649Mar 27, 2026OngoingOngoingOngoing
-12.16%Feb 7, 200717Mar 5, 200772Jun 15, 200789
-9.18%Jan 12, 202112Jan 29, 202111Feb 16, 202123
-8.41%Mar 1, 201731Apr 13, 201752Jun 28, 201783
-8.12%Feb 1, 20185Feb 8, 201817Mar 6, 201822
-7.77%Nov 27, 202429Jan 13, 20255Jan 21, 202534
-7.07%Aug 27, 202116Sep 21, 202118Oct 15, 202134
-7.02%Jul 26, 20246Aug 5, 20249Aug 16, 202415
-6.97%Nov 12, 20256Nov 20, 202512Dec 9, 202518
-6.70%Jun 4, 202110Jun 18, 202128Jul 29, 202138
-5.57%Nov 22, 20066Dec 1, 200625Jan 10, 200731
-5.49%Jul 25, 201731Sep 7, 20179Sep 20, 201740
-5.44%Mar 28, 202411Apr 15, 202418May 9, 202429
-4.66%Mar 12, 20218Mar 24, 202117Apr 19, 202125
-4.51%Sep 11, 202525Oct 16, 202519Nov 12, 202544
-4.23%Oct 18, 20249Oct 31, 20244Nov 6, 202413
-4.01%Aug 12, 20215Aug 19, 20216Aug 27, 202111
-3.88%May 21, 202414Jun 11, 202419Jul 10, 202433
-3.69%Aug 30, 20244Sep 6, 20249Sep 19, 202413