Performance analysis of ISTM (iShares Transition-Enabling Metals ETF)
Annual Return
Since Sep 28, 2023, ISTM has had an average annual return of +25.85%, outperforming the benchmark SPY, which returned +23.89% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.80% | +54.13% | +7.21% | +2.70% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +10.46% | +3.88% | -7.54% | +3.02% | +4.30% | -3.69% | +9.80% | ||||||
| 2025 | +4.68% | +1.39% | +6.56% | -7.65% | +2.56% | +7.59% | -3.63% | +4.27% | +7.77% | +4.85% | +4.93% | +12.25% | +54.13% |
| 2024 | -3.00% | -0.84% | +4.13% | +10.98% | +5.60% | -5.68% | -4.20% | +1.93% | +7.06% | -0.71% | -3.65% | -3.17% | +7.21% |
| 2023 | +0.67% | -2.37% | +2.29% | +2.16% | +2.70% |
Drawdown analysis of ISTM (iShares Transition-Enabling Metals ETF)
The maximum drawdown for the ISTM was -22.20%, occurring on Mar 20, 2026. This drawdown has not yet recovered.
The current ISTM drawdown is -13.66%.
Since Sep 28, 2023 ISTM has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -22.20% | Jan 29, 2026 | 35 | Mar 20, 2026 | Ongoing | Ongoing | Ongoing |
| -18.42% | May 21, 2024 | 53 | Aug 7, 2024 | 221 | Jun 26, 2025 | 274 |
| -11.04% | Jul 24, 2025 | 5 | Jul 31, 2025 | 41 | Sep 29, 2025 | 46 |
| -7.72% | Dec 27, 2023 | 32 | Feb 13, 2024 | 20 | Mar 13, 2024 | 52 |
| -4.92% | Dec 1, 2023 | 7 | Dec 12, 2023 | 8 | Dec 22, 2023 | 15 |
| -4.92% | Jan 6, 2026 | 2 | Jan 8, 2026 | 2 | Jan 12, 2026 | 4 |
| -4.72% | Dec 26, 2025 | 1 | Dec 29, 2025 | 4 | Jan 5, 2026 | 5 |
| -4.37% | Sep 29, 2023 | 4 | Oct 5, 2023 | 37 | Nov 28, 2023 | 41 |
| -3.63% | Jan 14, 2026 | 2 | Jan 16, 2026 | 4 | Jan 23, 2026 | 6 |
| -3.57% | Nov 12, 2025 | 6 | Nov 20, 2025 | 5 | Nov 28, 2025 | 11 |
| -3.26% | Oct 16, 2025 | 3 | Oct 21, 2025 | 14 | Nov 10, 2025 | 17 |
| -3.03% | Apr 19, 2024 | 2 | Apr 23, 2024 | 14 | May 13, 2024 | 16 |
| -2.62% | Mar 15, 2024 | 7 | Mar 26, 2024 | 4 | Apr 2, 2024 | 11 |
| -1.98% | Jul 2, 2025 | 2 | Jul 7, 2025 | 1 | Jul 8, 2025 | 3 |
| -1.74% | Dec 11, 2025 | 1 | Dec 12, 2025 | 3 | Dec 17, 2025 | 4 |
| -1.71% | Oct 8, 2025 | 2 | Oct 10, 2025 | 1 | Oct 13, 2025 | 3 |
| -1.67% | Jul 11, 2025 | 3 | Jul 16, 2025 | 2 | Jul 18, 2025 | 5 |
| -1.46% | Oct 13, 2025 | 1 | Oct 14, 2025 | 2 | Oct 16, 2025 | 3 |
| -1.14% | Apr 15, 2024 | 1 | Apr 16, 2024 | 2 | Apr 18, 2024 | 3 |
| -0.99% | Dec 3, 2025 | 1 | Dec 4, 2025 | 1 | Dec 5, 2025 | 2 |
| -0.77% | Jun 26, 2025 | 3 | Jul 1, 2025 | 1 | Jul 2, 2025 | 4 |
| -0.55% | Dec 1, 2025 | 1 | Dec 2, 2025 | 1 | Dec 3, 2025 | 2 |
| -0.55% | Mar 13, 2024 | 1 | Mar 14, 2024 | 1 | Mar 15, 2024 | 2 |
| -0.28% | Nov 28, 2023 | 2 | Nov 30, 2023 | 1 | Dec 1, 2023 | 3 |
| -0.27% | Dec 17, 2025 | 1 | Dec 18, 2025 | 1 | Dec 19, 2025 | 2 |