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Performance analysis of IEZ (ISHARES U.S. OIL EQUIPMENT & SERVICES ETF)

Annual Return

Over the past 3 years, IEZ has had an average annual return of +7.92%, underperforming the benchmark SPY, which returned +19.62% annual.

Over the past 5 years, IEZ has had an average annual return of +16.96%, outperforming the benchmark SPY, which returned +12.73% annual.

Over the past 10 years, IEZ has had an average annual return of -1.50%, underperforming the benchmark SPY, which returned +15.04% annual.

Since May 5, 2006, IEZ has had an average annual return of -1.95%, underperforming the benchmark SPY, which returned +10.96% annual.

202620252024202320222021202020192018201720162015
+32.12%+7.51%-8.13%+4.45%+65.71%+16%-42.94%+1.81%-42.46%-18.19%+28.42%-26.93%
201420132012201120102009200820072006
-21.88%+28.09%-1.14%-7.56%+31.76%+63.61%-58.70%+42.64%-14.02%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+22.18%+13.61%+0.17%+11.32%-6.73%-10.26%+1.97%+32.12%
2025+4.08%-3.29%-1.74%-19.60%+3.51%+5.17%+6.65%+5.34%+1.76%+6.22%+1.91%+0.36%+7.51%
2024-6.71%+1.77%+14.07%-6.26%+2.34%-1.42%+6.85%-10.84%-4.88%-2.49%+11.19%-8.69%-8.13%
2023+8.30%-5.53%-10.60%-0.53%-10.40%+16.91%+18.94%+0.13%+0.63%-5.99%-3.90%+1.22%+4.45%
2022+20.63%+7.64%+15.34%-6.54%+12.64%-21.19%+3.25%-0.29%-12.18%+42.56%+2.10%+1.34%+65.71%
2021+3.55%+21.49%-4.59%-4.39%+16.05%+3.08%-12.43%-2.89%+5.25%+5.40%-13.71%+3.81%+16%
2020-17.46%-18.29%-55.88%+31.81%+10.34%+0%+3.81%+2.38%-20.58%-1.10%+40.38%+12.52%-42.94%
2019+19.77%+2.50%+1.18%-2.98%-20.40%+11.79%-1.75%-19.28%+3.04%-4.55%+4.83%+16.11%+1.81%
2018+4.51%-14.02%+0.77%+14.64%+0.54%-2.06%+0.57%-4.01%+1.56%-17.95%-11.30%-21.11%-42.46%
2017+0.50%-3.78%-4.02%-9.41%-7.63%-3.97%+0.33%-9.74%+18.90%-6.79%+1.13%+8.08%-18.19%

Drawdown analysis of IEZ (ISHARES U.S. OIL EQUIPMENT & SERVICES ETF)

The maximum drawdown for the IEZ was -92.51%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current IEZ drawdown is -56.34%.

Since May 5, 2006 IEZ has experienced the following drawdowns:

  • 50% or more: 2 times
  • 40% or more: 2 times
  • 30% or more: 2 times
  • 20% or more: 3 times
  • 10% or more: 5 times
DepthStartTo BottomBottomTo RecoverEndTotal
-92.51%Jun 30, 20141439Mar 18, 2020OngoingOngoingOngoing
-72.24%Jun 23, 2008173Mar 2, 20091342Jun 30, 20141515
-26.91%May 10, 2006101Oct 3, 2006154May 16, 2007255
-19.42%Oct 15, 200778Feb 6, 200848Apr 16, 2008126
-13.60%Jul 23, 200718Aug 16, 200722Sep 18, 200740
-7.12%Apr 21, 20088May 1, 20085May 8, 200813
-4.85%May 20, 20089Jun 3, 20084Jun 9, 200813
-3.86%Jun 9, 20083Jun 12, 20083Jun 17, 20086
-3.55%Jun 4, 20073Jun 7, 20075Jun 14, 20078
-3.26%Jun 22, 20072Jun 26, 20077Jul 6, 20079
-3.16%May 21, 20073May 24, 20076Jun 4, 20079
-2.31%Sep 21, 200711Oct 8, 20072Oct 10, 200713
-1.74%Jul 12, 20073Jul 17, 20072Jul 19, 20075
-1.69%May 13, 20081May 14, 20081May 15, 20082
-1.52%Jun 19, 20071Jun 20, 20072Jun 22, 20073
-1.47%Jun 18, 20082Jun 20, 20081Jun 23, 20083
-1.33%Jul 9, 20072Jul 11, 20071Jul 12, 20073
-1.29%May 9, 20081May 12, 20081May 13, 20082
-0.17%May 5, 20061May 8, 20061May 9, 20062