Performance analysis of IBAT (ISHARES ENERGY STORAGE & MATERIALS ETF)
Annual Return
Since Mar 21, 2024, IBAT has had an average annual return of +33.40%, outperforming the benchmark SPY, which returned +19.46% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +64.52% | +32.09% | -13.18% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +12.70% | +11.47% | -5.32% | +26.72% | +10.54% | -1.25% | +64.52% | ||||||
| 2025 | +0.79% | -0.72% | -3.81% | -3.49% | +2.69% | +5.83% | +7.02% | +7.91% | +11.09% | +13.52% | -5.94% | -4.49% | +32.09% |
| 2024 | -0.20% | -6.23% | +1.56% | -3.02% | +2.19% | +2.17% | +5.49% | -8.96% | +0.53% | -6.54% | -13.18% |
Drawdown analysis of IBAT (ISHARES ENERGY STORAGE & MATERIALS ETF)
The maximum drawdown for the IBAT was -28.26%, occurring on Apr 8, 2025. Recovery took 94 trading sessions.
The current IBAT drawdown is -1.25%.
Since Mar 21, 2024 IBAT has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.26% | Sep 27, 2024 | 131 | Apr 8, 2025 | 94 | Aug 22, 2025 | 225 |
| -13.65% | Mar 22, 2024 | 92 | Aug 5, 2024 | 37 | Sep 26, 2024 | 129 |
| -12.25% | Oct 29, 2025 | 35 | Dec 18, 2025 | 22 | Jan 22, 2026 | 57 |
| -11.90% | Feb 25, 2026 | 7 | Mar 6, 2026 | 23 | Apr 9, 2026 | 30 |
| -7.28% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -5.69% | Oct 6, 2025 | 4 | Oct 10, 2025 | 1 | Oct 13, 2025 | 5 |
| -3.68% | Sep 22, 2025 | 4 | Sep 26, 2025 | 3 | Oct 1, 2025 | 7 |
| -3.06% | Jan 28, 2026 | 6 | Feb 5, 2026 | 2 | Feb 9, 2026 | 8 |
| -2.94% | Oct 20, 2025 | 2 | Oct 22, 2025 | 2 | Oct 24, 2025 | 4 |
| -2.47% | May 11, 2026 | 1 | May 12, 2026 | 1 | May 13, 2026 | 2 |
| -2.28% | May 6, 2026 | 1 | May 7, 2026 | 2 | May 11, 2026 | 3 |
| -2.24% | Aug 28, 2025 | 2 | Sep 2, 2025 | 3 | Sep 5, 2025 | 5 |
| -1.95% | May 26, 2026 | 1 | May 27, 2026 | 1 | May 28, 2026 | 2 |
| -1.87% | Feb 11, 2026 | 2 | Feb 13, 2026 | 5 | Feb 23, 2026 | 7 |
| -1.87% | Apr 22, 2026 | 4 | Apr 28, 2026 | 1 | Apr 29, 2026 | 5 |
| -1.55% | Apr 14, 2026 | 1 | Apr 15, 2026 | 2 | Apr 17, 2026 | 3 |
| -1.25% | May 29, 2026 | 3 | Jun 3, 2026 | Ongoing | Ongoing | Ongoing |
| -0.82% | Aug 22, 2025 | 1 | Aug 25, 2025 | 3 | Aug 28, 2025 | 4 |
| -0.81% | Jan 22, 2026 | 2 | Jan 26, 2026 | 1 | Jan 27, 2026 | 3 |
| -0.79% | Apr 30, 2026 | 2 | May 4, 2026 | 1 | May 5, 2026 | 3 |
| -0.75% | Sep 8, 2025 | 1 | Sep 9, 2025 | 2 | Sep 11, 2025 | 3 |
| -0.26% | Oct 24, 2025 | 1 | Oct 27, 2025 | 1 | Oct 28, 2025 | 2 |
| -0.20% | Oct 15, 2025 | 2 | Oct 17, 2025 | 1 | Oct 20, 2025 | 3 |