Performance analysis of IGM (ISHARES EXPANDED TECH SECTOR ETF)
Annual Return
Over the past 3 years, IGM has had an average annual return of +39.66%, outperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, IGM has had an average annual return of +22.66%, outperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, IGM has had an average annual return of +25.31%, outperforming the benchmark SPY, which returned +15.53% annual.
Since Mar 19, 2001, IGM has had an average annual return of +12.95%, outperforming the benchmark SPY, which returned +9.63% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +32.43% | +26.76% | +36.99% | +60.68% | -35.84% | +25.72% | +45.11% | +41.81% | +2.26% | +37.20% | +12.94% | +9.50% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +14.82% | +33.96% | +14.61% | -1.13% | +11.97% | +62.45% | -43.45% | +16.10% | +8.69% | +1.53% | +2.59% | +52.62% |
| 2002 | 2001 | ||||||||||
| -40.73% | -4.99% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.13% | -3.69% | -4.57% | +20.65% | +16% | +3.10% | +32.43% | ||||||
| 2025 | +2.85% | -4.68% | -9.36% | +2.15% | +10.84% | +9.49% | +3.20% | +1.14% | +7.46% | +6.28% | -2.55% | -0.94% | +26.76% |
| 2024 | +4.45% | +7.96% | +2.35% | -5.15% | +6.91% | +7.97% | -2.73% | +1.52% | +3.12% | -0.40% | +6.04% | +0.80% | +36.99% |
| 2023 | +12.10% | -1.31% | +9.65% | -0.34% | +10.27% | +5.41% | +5.01% | -1.28% | -6.07% | -2.17% | +13.05% | +6.16% | +60.68% |
| 2022 | -9.29% | -5.10% | +2.87% | -14.51% | -1.49% | -9.99% | +12.93% | -5.73% | -11.68% | +4.25% | +5.96% | -7.97% | -35.84% |
| 2021 | -0.59% | +3.05% | +0.76% | +6.24% | -1.11% | +6.60% | +2.38% | +3.79% | -5.93% | +6.49% | +1.05% | +1.11% | +25.72% |
| 2020 | +3.85% | -6.55% | -9.71% | +16.16% | +7.56% | +5.60% | +6.72% | +9.85% | -5.47% | -2.68% | +11.50% | +4.37% | +45.11% |
| 2019 | +10.38% | +4.68% | +4.08% | +6.44% | -8.37% | +7.40% | +3.33% | -2.68% | +0.19% | +3.24% | +4.80% | +3.26% | +41.81% |
| 2018 | +9.43% | +0.55% | -3.27% | +0.82% | +6.63% | +0.14% | +1.73% | +7.26% | -0.41% | -10.17% | -0.51% | -8.11% | +2.26% |
| 2017 | +4.80% | +4.38% | +2.40% | +2.60% | +4.41% | -2.30% | +4.31% | +2.09% | +0.98% | +7.54% | +1.14% | +0.07% | +37.20% |
Drawdown analysis of IGM (ISHARES EXPANDED TECH SECTOR ETF)
The maximum drawdown for the IGM was -65.58%, occurring on Oct 9, 2002. Recovery took 2097 trading sessions.
Since Mar 19, 2001 IGM has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 6 times
- 10% or more: 17 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -65.58% | May 22, 2001 | 345 | Oct 9, 2002 | 2097 | Feb 7, 2011 | 2442 |
| -40.68% | Nov 19, 2021 | 240 | Nov 3, 2022 | 282 | Dec 19, 2023 | 522 |
| -30.18% | Feb 19, 2020 | 18 | Mar 16, 2020 | 57 | Jun 5, 2020 | 75 |
| -26.38% | Feb 18, 2025 | 35 | Apr 8, 2025 | 52 | Jun 24, 2025 | 87 |
| -24.18% | Aug 29, 2018 | 80 | Dec 24, 2018 | 59 | Mar 21, 2019 | 139 |
| -20.11% | Feb 17, 2011 | 127 | Aug 19, 2011 | 115 | Feb 3, 2012 | 242 |
| -18.94% | Mar 23, 2001 | 8 | Apr 4, 2001 | 9 | Apr 18, 2001 | 17 |
| -17.31% | Dec 4, 2015 | 44 | Feb 9, 2016 | 106 | Jul 12, 2016 | 150 |
| -16.44% | Oct 29, 2025 | 103 | Mar 30, 2026 | 12 | Apr 16, 2026 | 115 |
| -14.79% | Jul 10, 2024 | 18 | Aug 5, 2024 | 49 | Oct 14, 2024 | 67 |
| -13.30% | Apr 2, 2012 | 42 | Jun 1, 2012 | 73 | Sep 14, 2012 | 115 |
| -12.78% | Sep 2, 2020 | 14 | Sep 23, 2020 | 48 | Dec 1, 2020 | 62 |
| -12.72% | Jul 20, 2015 | 26 | Aug 25, 2015 | 42 | Oct 23, 2015 | 68 |
| -11.47% | Apr 29, 2019 | 24 | Jun 3, 2019 | 22 | Jul 3, 2019 | 46 |
| -11.13% | Sep 14, 2012 | 42 | Nov 15, 2012 | 52 | Feb 1, 2013 | 94 |
| -10.09% | Mar 12, 2018 | 14 | Apr 2, 2018 | 43 | Jun 1, 2018 | 57 |
| -10.04% | Feb 12, 2021 | 15 | Mar 8, 2021 | 22 | Apr 8, 2021 | 37 |
| -9.56% | Jan 26, 2018 | 9 | Feb 8, 2018 | 11 | Feb 26, 2018 | 20 |
| -9.00% | Sep 18, 2014 | 20 | Oct 16, 2014 | 17 | Nov 10, 2014 | 37 |
| -8.72% | Apr 19, 2001 | 3 | Apr 24, 2001 | 19 | May 21, 2001 | 22 |
| -8.50% | Jul 26, 2019 | 6 | Aug 5, 2019 | 68 | Nov 8, 2019 | 74 |
| -8.30% | Apr 15, 2021 | 19 | May 12, 2021 | 22 | Jun 14, 2021 | 41 |
| -8.26% | Mar 7, 2024 | 30 | Apr 19, 2024 | 18 | May 15, 2024 | 48 |
| -7.71% | Sep 3, 2021 | 20 | Oct 4, 2021 | 21 | Nov 2, 2021 | 41 |
| -6.20% | Dec 26, 2014 | 13 | Jan 15, 2015 | 19 | Feb 12, 2015 | 32 |