Performance analysis of IAK (ISHARES U.S. INSURANCE ETF)
Annual Return
Over the past 3 years, IAK has had an average annual return of +16.76%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, IAK has had an average annual return of +11.54%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, IAK has had an average annual return of +11.67%, underperforming the benchmark SPY, which returned +15.44% annual.
Since May 5, 2006, IAK has had an average annual return of +6.67%, underperforming the benchmark SPY, which returned +11.07% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -4.57% | +9.51% | +28.26% | +11.29% | +11.35% | +26.84% | -2.89% | +25.95% | -11.45% | +14.18% | +18.18% | +3.98% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| +7.31% | +45.41% | +17.57% | -7.43% | +20.02% | +14% | -51.08% | -7.43% | +8.66% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.31% | +2.68% | -4.62% | +3.14% | -2.98% | -0.31% | -4.57% | ||||||
| 2025 | +1.90% | +5.56% | +1.88% | -3.90% | +2.90% | -1.07% | -5.20% | +4.18% | +1.32% | -5.68% | +6.56% | +1.55% | +9.51% |
| 2024 | +6.82% | +4.21% | +5.70% | -4.90% | +4.69% | -3.19% | +6.79% | +6.64% | +0.76% | -2.20% | +9.47% | -7.93% | +28.26% |
| 2023 | +3.75% | -1.00% | -8.49% | +3.01% | -6.49% | +6.86% | +3.40% | +0.24% | +1.14% | +2.65% | +5.81% | +1.02% | +11.29% |
| 2022 | +2.01% | +0.85% | +6.48% | -6.28% | +3.52% | -5.96% | -0.84% | +1.23% | -4.46% | +15% | +3.75% | -2.61% | +11.35% |
| 2021 | -3.27% | +8.66% | +5.49% | +6.53% | +2.75% | -4.42% | -0.09% | +5.68% | -3.71% | +6.83% | -5.84% | +6.91% | +26.84% |
| 2020 | +0.22% | -10.92% | -21.33% | +4.89% | +3.54% | +2.59% | +4.24% | +2.21% | -4.25% | +1.51% | +13.44% | +5.65% | -2.89% |
| 2019 | +7.90% | +4.04% | -1.26% | +7.37% | -1.18% | +5.18% | +1.75% | -4.19% | +5.03% | -3.71% | +2.91% | +0.35% | +25.95% |
| 2018 | +2.03% | -4.34% | +0% | +1.14% | -2.97% | -2.45% | +6.70% | +0.59% | +0.89% | -7.50% | +2.02% | -7.25% | -11.45% |
| 2017 | +0.10% | +3.53% | -1.04% | +0.04% | +0.79% | +2.85% | +3.22% | -3.80% | +2.93% | +3.17% | +2.46% | -0.65% | +14.18% |
Drawdown analysis of IAK (ISHARES U.S. INSURANCE ETF)
The maximum drawdown for the IAK was -77.38%, occurring on Mar 9, 2009. Recovery took 1462 trading sessions.
The current IAK drawdown is -5.82%.
Since May 5, 2006 IAK has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77.38% | May 22, 2007 | 452 | Mar 9, 2009 | 1462 | Dec 29, 2014 | 1914 |
| -44.95% | Feb 11, 2020 | 28 | Mar 23, 2020 | 241 | Mar 8, 2021 | 269 |
| -20.30% | Jan 26, 2018 | 229 | Dec 24, 2018 | 86 | Apr 30, 2019 | 315 |
| -16.97% | Dec 1, 2015 | 49 | Feb 11, 2016 | 138 | Aug 29, 2016 | 187 |
| -14.74% | Apr 20, 2022 | 109 | Sep 26, 2022 | 33 | Nov 10, 2022 | 142 |
| -14.38% | Feb 13, 2023 | 23 | Mar 17, 2023 | 127 | Sep 19, 2023 | 150 |
| -11.58% | Apr 2, 2025 | 3 | Apr 7, 2025 | 174 | Dec 15, 2025 | 177 |
| -11.30% | Nov 29, 2024 | 27 | Jan 10, 2025 | 44 | Mar 17, 2025 | 71 |
| -10.64% | Aug 17, 2015 | 6 | Aug 25, 2015 | 68 | Dec 1, 2015 | 74 |
| -9.08% | Dec 30, 2014 | 21 | Jan 30, 2015 | 75 | May 19, 2015 | 96 |
| -8.71% | May 7, 2021 | 49 | Jul 19, 2021 | 27 | Aug 25, 2021 | 76 |
| -8.55% | Aug 2, 2017 | 25 | Sep 7, 2017 | 23 | Oct 10, 2017 | 48 |
| -8.41% | Nov 3, 2021 | 19 | Dec 1, 2021 | 23 | Jan 4, 2022 | 42 |
| -7.70% | Feb 9, 2022 | 18 | Mar 8, 2022 | 8 | Mar 18, 2022 | 26 |
| -7.62% | Dec 15, 2025 | 70 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -7.09% | Jul 12, 2019 | 30 | Aug 23, 2019 | 100 | Jan 16, 2020 | 130 |
| -6.76% | May 5, 2006 | 66 | Aug 9, 2006 | 23 | Sep 12, 2006 | 89 |
| -6.69% | Mar 28, 2024 | 13 | Apr 17, 2024 | 22 | May 17, 2024 | 35 |
| -6.62% | Oct 17, 2024 | 12 | Nov 4, 2024 | 13 | Nov 21, 2024 | 25 |
| -5.90% | Aug 27, 2021 | 16 | Sep 21, 2021 | 17 | Oct 14, 2021 | 33 |
| -5.66% | Oct 17, 2023 | 8 | Oct 27, 2023 | 15 | Nov 17, 2023 | 23 |
| -5.50% | May 17, 2024 | 19 | Jun 14, 2024 | 20 | Jul 16, 2024 | 39 |
| -5.19% | Feb 20, 2007 | 16 | Mar 14, 2007 | 26 | Apr 20, 2007 | 42 |
| -5.16% | Mar 1, 2017 | 31 | Apr 13, 2017 | 41 | Jun 13, 2017 | 72 |
| -5.09% | Nov 30, 2022 | 13 | Dec 19, 2022 | 12 | Jan 6, 2023 | 25 |