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Performance analysis of IGE (ISHARES NORTH AMERICAN NATURAL RESOURCES ETF)

Annual Return

Over the past 3 years, IGE has had an average annual return of +20.36%, underperforming the benchmark SPY, which returned +22.77% annual.

Over the past 5 years, IGE has had an average annual return of +17.31%, outperforming the benchmark SPY, which returned +14.05% annual.

Over the past 10 years, IGE has had an average annual return of +9.82%, underperforming the benchmark SPY, which returned +15.53% annual.

Since Nov 26, 2001, IGE has had an average annual return of +8.09%, underperforming the benchmark SPY, which returned +9.94% annual.

202620252024202320222021202020192018201720162015
+23.16%+20.42%+7.56%+3.13%+33.28%+39.43%-19.56%+17.11%-21.57%+0.82%+30.09%-24.56%
201420132012201120102009200820072006200520042003
-10.25%+15.54%+2%-7.80%+23.34%+37.15%-42.85%+33.46%+16.41%+35.98%+24.41%+33.39%
20022001
-13.54%+5.48%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+11.99%+11.63%+0.68%-0.84%-3.57%+2.33%+23.16%
2025+2.75%+1.33%+2.76%-8.29%+2.37%+4.27%+1.87%+6.44%+2.85%-2.81%+5.10%+0.93%+20.42%
2024-1.97%+2.46%+10.56%-0.80%+1.95%-2.69%+3.61%-1.23%-1.42%+0.88%+6.32%-9.05%+7.56%
2023+4.95%-7.41%-0.07%+1.76%-8.63%+7.23%+7.37%+0.53%+0.03%-4.05%+1.92%+0.90%+3.13%
2022+10.39%+6.99%+9.40%-3.29%+10.10%-16.02%+7.48%+0.52%-9.45%+18.67%+3.76%-4.22%+33.28%
2021+1.24%+13.06%+4.30%+3.44%+7.08%+0.19%-5.32%-1.11%+4.05%+8.89%-4.53%+3.92%+39.43%
2020-8.34%-12.25%-30.49%+27%+2.42%+1.01%+1.10%+0.91%-9.53%-2.42%+16.98%+3.95%-19.56%
2019+12.80%+1.21%+1.64%+0.35%-9.53%+8.55%-2.31%-5.27%+3.08%-1.34%+1.64%+7.06%+17.11%
2018+2.26%-9.88%+1.80%+7.68%+3.03%+0.84%+1%-3.89%+0.68%-11.99%-2.03%-11.32%-21.57%
2017-0.75%-3.00%-0.60%-3.03%-3.73%-0.57%+3.47%-3.94%+7.94%-1.40%+1.54%+5.67%+0.82%

Drawdown analysis of IGE (ISHARES NORTH AMERICAN NATURAL RESOURCES ETF)

The maximum drawdown for the IGE was -67.55%, occurring on Mar 18, 2020. Recovery took 499 trading sessions.

The current IGE drawdown is -2.72%.

Since Nov 26, 2001 IGE has experienced the following drawdowns:

  • 50% or more: 2 times
  • 40% or more: 2 times
  • 30% or more: 3 times
  • 20% or more: 4 times
  • 10% or more: 11 times
DepthStartTo BottomBottomTo RecoverEndTotal
-67.55%Jul 3, 20141436Mar 18, 2020499Mar 10, 20221935
-61.55%May 20, 2008129Nov 20, 20081397Jun 12, 20141526
-31.20%Apr 2, 2002133Oct 9, 2002300Dec 17, 2003433
-25.68%Jun 7, 202276Sep 26, 2022367Mar 13, 2024443
-19.49%Nov 22, 202491Apr 8, 202597Aug 27, 2025188
-18.06%May 10, 200623Jun 13, 2006199Mar 29, 2007222
-16.15%Jan 3, 200813Jan 23, 200858Apr 16, 200871
-14.70%Sep 29, 200515Oct 20, 200551Jan 4, 200666
-14.26%Mar 4, 200550May 16, 200523Jun 17, 200573
-13.78%Jul 19, 200720Aug 16, 200724Sep 20, 200744
-11.18%Jan 31, 200626Mar 9, 200626Apr 17, 200652
-9.92%Nov 6, 200714Nov 27, 200722Dec 28, 200736
-9.49%Apr 20, 20224Apr 26, 202222May 26, 202226
-8.96%Apr 5, 2024109Sep 11, 202417Oct 4, 2024126
-8.09%Dec 28, 200115Jan 22, 200223Feb 25, 200238
-7.90%Nov 26, 200427Jan 5, 200519Feb 2, 200546
-7.31%Apr 16, 200416May 10, 200426Jun 17, 200442
-6.60%Mar 1, 200417Mar 24, 200416Apr 16, 200433
-6.10%Jul 16, 200419Aug 12, 200415Sep 2, 200434
-5.87%Aug 11, 20055Aug 18, 20059Aug 31, 200514
-5.75%Apr 21, 20088May 1, 20085May 8, 200813
-5.55%Mar 2, 202614Mar 20, 2026OngoingOngoingOngoing
-5.44%Sep 26, 202527Nov 4, 202517Nov 28, 202544
-5.39%Mar 10, 20223Mar 15, 20224Mar 21, 20227
-5.32%Oct 6, 20049Oct 19, 200418Nov 12, 200427