Performance analysis of IEDI (ISHARES U.S. CONSUMER FOCUSED ETF)
Annual Return
Over the past 3 years, IEDI has had an average annual return of +13.11%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, IEDI has had an average annual return of +6.13%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Mar 23, 2018, IEDI has had an average annual return of +11.67%, underperforming the benchmark SPY, which returned +15.71% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.90% | +4.06% | +22.10% | +24.34% | -23.18% | +21.19% | +29.82% | +31.05% | +0.73% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.64% | +1.42% | -6.33% | +5.22% | -3.71% | -1.65% | -1.90% | ||||||
| 2025 | +5.33% | -1.71% | -7.44% | +0.66% | +4.46% | +2.25% | +0.46% | +3.20% | -0.62% | -3.36% | +1.63% | -0.19% | +4.06% |
| 2024 | +0.98% | +8.84% | +2.57% | -6.40% | +2.54% | +2.06% | +0.67% | +2.51% | +4.09% | -1.78% | +9.36% | -4.16% | +22.10% |
| 2023 | +7.93% | -4.16% | +1.78% | +2.47% | -2.96% | +7.78% | +3.16% | -1.90% | -5.69% | -1.00% | +8.79% | +7.20% | +24.34% |
| 2022 | -8.23% | -3.10% | +2.18% | -7.44% | -5.79% | -8.82% | +12.80% | -2.74% | -8.16% | +6.66% | +6.07% | -6.71% | -23.18% |
| 2021 | -1.60% | +0.93% | +4.75% | +5.88% | -2.01% | +3.18% | +1.49% | +2.06% | -4.31% | +5.61% | +1.14% | +2.79% | +21.19% |
| 2020 | -0.64% | -8.09% | -12.35% | +15.76% | +6.93% | +3.01% | +7.65% | +10.21% | -2.43% | -2.96% | +10.51% | +2.48% | +29.82% |
| 2019 | +8.40% | +2.63% | +3.11% | +4.08% | -6.92% | +7.33% | +2.03% | -0.13% | +1.91% | +0.42% | +2.27% | +3.02% | +31.05% |
| 2018 | -0.41% | +3.63% | +0.68% | +4.75% | +0.78% | +5.49% | +1.28% | -6.15% | -0.30% | -8.14% | +0.73% |
Drawdown analysis of IEDI (ISHARES U.S. CONSUMER FOCUSED ETF)
The maximum drawdown for the IEDI was -30.60%, occurring on Mar 20, 2020. Recovery took 73 trading sessions.
The current IEDI drawdown is -7.63%.
Since Mar 23, 2018 IEDI has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.60% | Feb 20, 2020 | 21 | Mar 20, 2020 | 73 | Jul 6, 2020 | 94 |
| -29.78% | Nov 18, 2021 | 144 | Jun 16, 2022 | 415 | Feb 12, 2024 | 559 |
| -19.35% | Sep 26, 2018 | 61 | Dec 24, 2018 | 69 | Apr 4, 2019 | 130 |
| -18.64% | Feb 13, 2025 | 37 | Apr 8, 2025 | 87 | Aug 13, 2025 | 124 |
| -9.44% | Jan 13, 2026 | 51 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -9.27% | Sep 8, 2025 | 53 | Nov 20, 2025 | 33 | Jan 9, 2026 | 86 |
| -8.66% | Sep 2, 2020 | 12 | Sep 21, 2020 | 15 | Oct 12, 2020 | 27 |
| -8.21% | Oct 13, 2020 | 13 | Oct 30, 2020 | 16 | Nov 23, 2020 | 29 |
| -7.97% | Apr 24, 2019 | 27 | Jun 3, 2019 | 13 | Jun 20, 2019 | 40 |
| -7.51% | Mar 21, 2024 | 28 | May 1, 2024 | 77 | Aug 21, 2024 | 105 |
| -7.18% | Feb 8, 2021 | 17 | Mar 4, 2021 | 19 | Mar 31, 2021 | 36 |
| -7.06% | Jul 16, 2019 | 14 | Aug 5, 2019 | 23 | Sep 6, 2019 | 37 |
| -6.36% | Dec 6, 2024 | 24 | Jan 14, 2025 | 15 | Feb 5, 2025 | 39 |
| -5.57% | Jul 26, 2021 | 49 | Oct 4, 2021 | 13 | Oct 21, 2021 | 62 |
| -5.21% | Apr 29, 2021 | 9 | May 12, 2021 | 31 | Jun 25, 2021 | 40 |
| -3.94% | Jan 21, 2021 | 6 | Jan 29, 2021 | 5 | Feb 5, 2021 | 11 |
| -3.75% | Sep 12, 2019 | 14 | Oct 2, 2019 | 13 | Oct 21, 2019 | 27 |
| -3.22% | Aug 27, 2024 | 7 | Sep 6, 2024 | 5 | Sep 13, 2024 | 12 |
| -3.16% | Oct 18, 2024 | 9 | Oct 31, 2024 | 5 | Nov 7, 2024 | 14 |
| -3.09% | Jul 9, 2021 | 6 | Jul 19, 2021 | 4 | Jul 23, 2021 | 10 |
| -2.70% | Jun 12, 2018 | 16 | Jul 5, 2018 | 8 | Jul 17, 2018 | 24 |
| -2.60% | Jan 17, 2020 | 9 | Jan 31, 2020 | 3 | Feb 5, 2020 | 12 |
| -2.36% | Mar 23, 2018 | 5 | Apr 2, 2018 | 8 | Apr 12, 2018 | 13 |
| -2.18% | Nov 27, 2019 | 3 | Dec 3, 2019 | 7 | Dec 12, 2019 | 10 |
| -2.12% | Apr 30, 2018 | 3 | May 3, 2018 | 16 | May 25, 2018 | 19 |