Performance analysis of IDU (ISHARES U.S. UTILITIES ETF)
Annual Return
Over the past 3 years, IDU has had an average annual return of +13.03%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, IDU has had an average annual return of +9.97%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, IDU has had an average annual return of +8.54%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Jun 20, 2000, IDU has had an average annual return of +7.96%, underperforming the benchmark SPY, which returned +8.28% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.57% | +15.25% | +23.24% | -4.99% | +0.19% | +16.94% | -1.08% | +24.19% | +3.95% | +11.95% | +16.46% | -4.83% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +27.33% | +14.78% | +1.16% | +18.67% | +7.23% | +12.33% | -30.16% | +16.71% | +20.79% | +14.54% | +23.08% | +24.54% |
| 2002 | 2001 | 2000 | |||||||||
| -22.21% | -25.87% | +31.20% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.34% | +9.92% | -3.30% | +1.89% | -5.23% | +2.80% | -0.32% | +6.57% | |||||
| 2025 | +3.38% | +2.19% | +0.34% | +0.30% | +3.56% | -0.16% | +4.49% | -1.41% | +3.51% | +0.84% | +2.22% | -4.61% | +15.25% |
| 2024 | -2.55% | +2.40% | +6.55% | +1.31% | +8.06% | -4.56% | +5.62% | +4.78% | +5.54% | -0.81% | +4.33% | -8.23% | +23.24% |
| 2023 | -1.79% | -5.51% | +4.93% | +1.80% | -5.64% | +2.19% | +1.87% | -6.00% | -5.19% | +1.32% | +5.38% | +2.54% | -4.99% |
| 2022 | -3.87% | -2.20% | +10.08% | -3.94% | +3.73% | -5.15% | +6.06% | +0.74% | -10.71% | +1.70% | +6.94% | -1.28% | +0.19% |
| 2021 | -1.05% | -5.64% | +10.57% | +3.90% | -2.45% | -1.98% | +3.81% | +3.66% | -5.97% | +5.46% | -1.84% | +8.85% | +16.94% |
| 2020 | +6.27% | -10.42% | -9.70% | +3.14% | +4.02% | -4.67% | +7.22% | -2.64% | +0.64% | +4.65% | +1.74% | +0.60% | -1.08% |
| 2019 | +3.57% | +3.89% | +2.76% | +0.90% | -0.98% | +3.23% | -0.23% | +4.77% | +4.04% | -0.89% | -2.03% | +3.13% | +24.19% |
| 2018 | -3.18% | -4.04% | +4.05% | +2.33% | -0.57% | +2.51% | +1.68% | +1.14% | -0.44% | +1.26% | +3.65% | -4.06% | +3.95% |
| 2017 | +1.27% | +4.93% | -0.06% | +0.65% | +4.09% | -2.66% | +2.57% | +3.07% | -2.63% | +3.99% | +2.75% | -6.02% | +11.95% |
Drawdown analysis of IDU (ISHARES U.S. UTILITIES ETF)
The maximum drawdown for the IDU was -53.88%, occurring on Oct 9, 2002. Recovery took 684 trading sessions.
The current IDU drawdown is -4.32%.
Since Jun 20, 2000 IDU has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 12 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.88% | Dec 28, 2000 | 444 | Oct 9, 2002 | 684 | Jun 28, 2005 | 1128 |
| -47.78% | Dec 10, 2007 | 312 | Mar 9, 2009 | 827 | Jun 18, 2012 | 1139 |
| -36.18% | Feb 18, 2020 | 24 | Mar 23, 2020 | 352 | Aug 13, 2021 | 376 |
| -24.08% | Sep 12, 2022 | 265 | Oct 2, 2023 | 156 | May 15, 2024 | 421 |
| -16.19% | Jan 29, 2015 | 152 | Sep 4, 2015 | 126 | Mar 8, 2016 | 278 |
| -15.63% | Apr 8, 2022 | 48 | Jun 17, 2022 | 38 | Aug 12, 2022 | 86 |
| -15.29% | Nov 14, 2017 | 58 | Feb 8, 2018 | 176 | Oct 19, 2018 | 234 |
| -12.08% | Jul 6, 2016 | 91 | Nov 11, 2016 | 88 | Mar 22, 2017 | 179 |
| -12.06% | Oct 3, 2005 | 13 | Oct 20, 2005 | 187 | Jul 20, 2006 | 200 |
| -11.38% | May 21, 2007 | 61 | Aug 16, 2007 | 75 | Dec 3, 2007 | 136 |
| -10.77% | Apr 30, 2013 | 36 | Jun 20, 2013 | 164 | Feb 13, 2014 | 200 |
| -10.03% | Dec 31, 2021 | 36 | Feb 23, 2022 | 22 | Mar 25, 2022 | 58 |
| -9.85% | Nov 29, 2024 | 87 | Apr 8, 2025 | 27 | May 16, 2025 | 114 |
| -9.57% | Jul 30, 2012 | 75 | Nov 15, 2012 | 59 | Feb 12, 2013 | 134 |
| -9.33% | Jun 30, 2014 | 26 | Aug 6, 2014 | 55 | Oct 23, 2014 | 81 |
| -9.15% | Feb 27, 2026 | 64 | Jun 1, 2026 | Ongoing | Ongoing | Ongoing |
| -9.00% | Oct 2, 2000 | 18 | Oct 26, 2000 | 41 | Dec 26, 2000 | 59 |
| -8.87% | Dec 13, 2018 | 7 | Dec 24, 2018 | 39 | Feb 21, 2019 | 46 |
| -8.45% | Oct 15, 2025 | 57 | Jan 7, 2026 | 26 | Feb 13, 2026 | 83 |
| -8.23% | Sep 2, 2021 | 17 | Sep 28, 2021 | 53 | Dec 13, 2021 | 70 |
| -7.49% | Sep 15, 2000 | 4 | Sep 21, 2000 | 6 | Sep 29, 2000 | 10 |
| -5.64% | Sep 26, 2019 | 32 | Nov 11, 2019 | 43 | Jan 14, 2020 | 75 |
| -5.62% | Apr 1, 2016 | 14 | Apr 21, 2016 | 30 | Jun 3, 2016 | 44 |
| -5.60% | Oct 16, 2024 | 13 | Nov 4, 2024 | 13 | Nov 21, 2024 | 26 |
| -5.48% | Jun 21, 2000 | 7 | Jun 30, 2000 | 7 | Jul 12, 2000 | 14 |