Performance analysis of ITA (ISHARES U.S. AEROSPACE & DEFENSE ETF)
Annual Return
Over the past 3 years, ITA has had an average annual return of +26.42%, outperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, ITA has had an average annual return of +17.53%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, ITA has had an average annual return of +14.76%, underperforming the benchmark SPY, which returned +15.04% annual.
Since May 5, 2006, ITA has had an average annual return of +12.57%, outperforming the benchmark SPY, which returned +10.96% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.15% | +48.64% | +15.82% | +14.34% | +9.97% | +9.39% | -13.61% | +30.52% | -7.21% | +35.25% | +20.25% | +4.15% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| +9.90% | +56.95% | +13.88% | +5.14% | +16.60% | +25.33% | -38.64% | +27.62% | +3.14% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +8.24% | +4.88% | -10.19% | -0.09% | +7.72% | +3.04% | -5.23% | +7.15% | |||||
| 2025 | +7.73% | -1.14% | -0.93% | +2.49% | +12.96% | +6.53% | +4.22% | +0.93% | +5.85% | +3.12% | -4.95% | +4.68% | +48.64% |
| 2024 | -3.12% | +4.26% | +3.38% | -1.58% | +4.75% | -2.70% | +8.43% | +3.16% | +1.46% | -3.48% | +7.71% | -6.29% | +15.82% |
| 2023 | +2.51% | +0.04% | +0.58% | -0.97% | -4.65% | +7.59% | +0.90% | -1.32% | -8.58% | +3.67% | +9.10% | +5.99% | +14.34% |
| 2022 | -1.61% | +10.65% | -0.85% | -7.16% | -0.66% | -2.68% | +4.67% | -2.01% | -9.97% | +17.57% | +4.39% | +0.16% | +9.97% |
| 2021 | -5.95% | +7.33% | +9.23% | +2.24% | +3.62% | -0.53% | -1.42% | -1.84% | -1.47% | +0.25% | -6.12% | +4.94% | +9.39% |
| 2020 | +2.53% | -11.77% | -28.00% | +8.28% | +5.64% | +0.35% | -4.87% | +6.60% | -4.92% | -4.66% | +22.37% | +2.73% | -13.61% |
| 2019 | +12.52% | +7.52% | -4.28% | +5.03% | -3.67% | +6.39% | +0.50% | +3.03% | +1.57% | -2.05% | +5.20% | -3.39% | +30.52% |
| 2018 | +8.05% | -0.19% | -2.21% | -2.83% | +3.50% | -3.11% | +6.95% | +0.79% | +4.74% | -11.42% | +0.15% | -9.86% | -7.21% |
| 2017 | +1.33% | +6.59% | -1.80% | +3.39% | +2.63% | -0.05% | +4.80% | +3.67% | +4.56% | +1.36% | +2.98% | +1.39% | +35.25% |
Drawdown analysis of ITA (ISHARES U.S. AEROSPACE & DEFENSE ETF)
The maximum drawdown for the ITA was -59.71%, occurring on Mar 9, 2009. Recovery took 947 trading sessions.
The current ITA drawdown is -8.39%.
Since May 5, 2006 ITA 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: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.71% | Oct 9, 2007 | 355 | Mar 9, 2009 | 947 | Dec 10, 2012 | 1302 |
| -51.00% | Feb 12, 2020 | 27 | Mar 23, 2020 | 729 | Feb 13, 2023 | 756 |
| -25.45% | Oct 3, 2018 | 56 | Dec 24, 2018 | 137 | Jul 12, 2019 | 193 |
| -17.17% | Apr 10, 2015 | 212 | Feb 11, 2016 | 61 | May 10, 2016 | 273 |
| -15.82% | Mar 2, 2026 | 20 | Mar 30, 2026 | 66 | Jul 6, 2026 | 86 |
| -15.17% | Mar 25, 2025 | 8 | Apr 4, 2025 | 19 | May 2, 2025 | 27 |
| -13.24% | May 5, 2006 | 26 | Jun 13, 2006 | 108 | Nov 14, 2006 | 134 |
| -12.52% | Jul 11, 2023 | 61 | Oct 5, 2023 | 34 | Nov 22, 2023 | 95 |
| -10.86% | Jun 9, 2014 | 88 | Oct 13, 2014 | 30 | Nov 24, 2014 | 118 |
| -9.44% | Oct 27, 2025 | 19 | Nov 21, 2025 | 20 | Dec 22, 2025 | 39 |
| -8.81% | Nov 11, 2024 | 26 | Dec 18, 2024 | 22 | Jan 23, 2025 | 48 |
| -8.79% | Apr 19, 2018 | 9 | May 2, 2018 | 62 | Jul 31, 2018 | 71 |
| -8.58% | Jul 6, 2026 | 10 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -7.86% | Feb 1, 2018 | 5 | Feb 8, 2018 | 11 | Feb 26, 2018 | 16 |
| -7.80% | Jul 19, 2007 | 20 | Aug 16, 2007 | 22 | Sep 18, 2007 | 42 |
| -7.58% | Jan 22, 2014 | 8 | Feb 3, 2014 | 20 | Mar 4, 2014 | 28 |
| -7.48% | Mar 3, 2023 | 61 | May 31, 2023 | 27 | Jul 11, 2023 | 88 |
| -7.22% | Jan 16, 2026 | 13 | Feb 5, 2026 | 16 | Mar 2, 2026 | 29 |
| -7.19% | Oct 21, 2024 | 8 | Oct 31, 2024 | 6 | Nov 8, 2024 | 14 |
| -6.87% | Sep 18, 2019 | 23 | Oct 21, 2019 | 18 | Nov 14, 2019 | 41 |
| -6.75% | Mar 4, 2014 | 28 | Apr 11, 2014 | 37 | Jun 5, 2014 | 65 |
| -6.55% | Jan 23, 2025 | 31 | Mar 10, 2025 | 11 | Mar 25, 2025 | 42 |
| -6.48% | Feb 21, 2007 | 8 | Mar 5, 2007 | 31 | Apr 18, 2007 | 39 |
| -6.34% | Jun 9, 2016 | 12 | Jun 27, 2016 | 9 | Jul 11, 2016 | 21 |
| -5.82% | Dec 27, 2023 | 12 | Jan 16, 2024 | 30 | Feb 28, 2024 | 42 |