Performance analysis of IAT (ISHARES U.S. REGIONAL BANKS ETF)
Annual Return
Over the past 3 years, IAT has had an average annual return of +23.15%, outperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, IAT has had an average annual return of +6.13%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, IAT has had an average annual return of +9.60%, underperforming the benchmark SPY, which returned +15.04% annual.
Since May 5, 2006, IAT has had an average annual return of +3.77%, underperforming the benchmark SPY, which returned +10.96% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +16.69% | +13.06% | +24.39% | -8.48% | -20.58% | +38.90% | -7.59% | +31.42% | -17.43% | +10.42% | +32.32% | +1.80% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| +7.52% | +37.65% | +17.73% | -12.76% | +20.24% | -10.96% | -33.49% | -25.49% | +6.02% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.20% | -3.17% | -3.69% | +9.01% | -2.06% | +8.92% | +2.28% | +16.69% | |||||
| 2025 | +5.52% | -3.67% | -8.40% | -5.96% | +6.66% | +6.83% | +1.21% | +7.90% | -2.18% | -5.64% | +4.66% | +7.41% | +13.06% |
| 2024 | -1.98% | -1.51% | +8.17% | -5.74% | +2.47% | -0.19% | +16.19% | +1.12% | -1.47% | +4.31% | +13.85% | -10.12% | +24.39% |
| 2023 | +10.05% | -3.01% | -29.21% | -1.56% | -8.86% | +6.34% | +15.63% | -8.97% | -4.27% | -5.21% | +15.98% | +14.60% | -8.48% |
| 2022 | +1.64% | +2.07% | -7.66% | -10.08% | +4.72% | -10.60% | +7.16% | -1.97% | -6.94% | +5.38% | +2.96% | -7.15% | -20.58% |
| 2021 | +1.52% | +18.24% | +4.46% | +5.18% | +3.69% | -6.53% | -3.12% | +4.90% | +4.15% | +5.50% | -4.11% | +1.48% | +38.90% |
| 2020 | -7.18% | -12.68% | -29.34% | +16.60% | +0.80% | +0.30% | -0.32% | +2.28% | -3.91% | +11.58% | +15.25% | +8.65% | -7.59% |
| 2019 | +12.65% | +5.68% | -7.95% | +9.62% | -8.94% | +6.53% | +4.62% | -8.85% | +7.19% | +2.06% | +4.61% | +3.35% | +31.42% |
| 2018 | +7.63% | -1.53% | -3.29% | +0.75% | +0.18% | -2.87% | +3.37% | +2.26% | -5.21% | -6.06% | +3.54% | -15.68% | -17.43% |
| 2017 | +0.67% | +4% | -5.46% | -0.82% | -2.57% | +5.66% | +0.48% | -3.98% | +7.90% | +1.30% | +3.25% | +0.34% | +10.42% |
Drawdown analysis of IAT (ISHARES U.S. REGIONAL BANKS ETF)
The maximum drawdown for the IAT was -77.21%, occurring on Mar 6, 2009. Recovery took 1950 trading sessions.
The current IAT drawdown is -2.42%.
Since May 5, 2006 IAT has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 3 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77.21% | Feb 20, 2007 | 515 | Mar 6, 2009 | 1950 | Dec 1, 2016 | 2465 |
| -55.53% | Jan 14, 2022 | 326 | May 4, 2023 | 690 | Feb 4, 2026 | 1016 |
| -52.03% | Mar 9, 2018 | 512 | Mar 23, 2020 | 204 | Jan 12, 2021 | 716 |
| -17.49% | Feb 6, 2026 | 24 | Mar 13, 2026 | 71 | Jun 25, 2026 | 95 |
| -13.86% | May 17, 2021 | 43 | Jul 19, 2021 | 55 | Oct 5, 2021 | 98 |
| -13.58% | Mar 1, 2017 | 132 | Sep 7, 2017 | 58 | Nov 29, 2017 | 190 |
| -10.69% | Oct 22, 2021 | 40 | Dec 20, 2021 | 12 | Jan 6, 2022 | 52 |
| -9.71% | Jan 14, 2021 | 10 | Jan 29, 2021 | 7 | Feb 9, 2021 | 17 |
| -7.34% | Feb 1, 2018 | 5 | Feb 8, 2018 | 18 | Mar 7, 2018 | 23 |
| -7.19% | Mar 12, 2021 | 8 | Mar 24, 2021 | 23 | Apr 27, 2021 | 31 |
| -5.42% | Feb 24, 2021 | 2 | Feb 26, 2021 | 6 | Mar 8, 2021 | 8 |
| -5.29% | May 8, 2006 | 33 | Jun 23, 2006 | 61 | Sep 20, 2006 | 94 |
| -4.22% | Jan 4, 2017 | 8 | Jan 17, 2017 | 6 | Jan 25, 2017 | 14 |
| -3.94% | May 7, 2021 | 3 | May 12, 2021 | 2 | May 14, 2021 | 5 |
| -2.99% | Dec 27, 2006 | 18 | Jan 25, 2007 | 9 | Feb 7, 2007 | 27 |
| -2.85% | Jul 6, 2026 | 2 | Jul 8, 2026 | 5 | Jul 15, 2026 | 7 |
| -2.77% | Dec 4, 2017 | 8 | Dec 14, 2017 | 5 | Dec 21, 2017 | 13 |
| -2.66% | Jan 26, 2017 | 5 | Feb 2, 2017 | 7 | Feb 13, 2017 | 12 |
| -2.42% | Jul 16, 2026 | 2 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -2.27% | Mar 8, 2021 | 1 | Mar 9, 2021 | 3 | Mar 12, 2021 | 4 |
| -2.07% | Oct 13, 2006 | 14 | Nov 2, 2006 | 10 | Nov 16, 2006 | 24 |
| -1.89% | Nov 16, 2006 | 6 | Nov 27, 2006 | 5 | Dec 4, 2006 | 11 |
| -1.84% | Dec 27, 2016 | 2 | Dec 29, 2016 | 3 | Jan 4, 2017 | 5 |
| -1.72% | Dec 21, 2017 | 5 | Dec 29, 2017 | 4 | Jan 5, 2018 | 9 |
| -1.64% | Dec 9, 2016 | 3 | Dec 14, 2016 | 4 | Dec 20, 2016 | 7 |