Performance analysis of IYE (ISHARES U.S. ENERGY ETF)
Annual Return
Over the past 3 years, IYE has had an average annual return of +16.64%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, IYE has had an average annual return of +19.38%, outperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, IYE has had an average annual return of +8.86%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jun 16, 2000, IYE has had an average annual return of +7.42%, underperforming the benchmark SPY, which returned +8.44% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +30.17% | +7.34% | +6.08% | -2.20% | +60.26% | +53.44% | -33.47% | +9.97% | -19.35% | -1.80% | +25.56% | -22.17% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -9.65% | +25.71% | +4.26% | +3.70% | +19.01% | +19.24% | -37.23% | +35.75% | +20.14% | +34.68% | +31.73% | +27.60% |
| 2002 | 2001 | 2000 | |||||||||
| -16.06% | -12.14% | +6.75% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +13.55% | +9.43% | +10.22% | -2.41% | -5.33% | +2.87% | +30.17% | ||||||
| 2025 | +1.95% | +3.19% | +3.55% | -13.59% | +1.83% | +4.92% | +2.50% | +3.62% | -0.27% | -1.41% | +2.80% | -0.58% | +7.34% |
| 2024 | -1.13% | +3.30% | +10.30% | -1.07% | +0.57% | -1.72% | +2.11% | -1.98% | -2.81% | +0.52% | +8.33% | -9.08% | +6.08% |
| 2023 | +2.50% | -7.09% | -0.26% | +1.87% | -9.38% | +6.69% | +7.91% | +1.34% | +1.95% | -5.54% | -0.80% | +0.08% | -2.20% |
| 2022 | +16.31% | +7.37% | +9.73% | -2.42% | +15.03% | -16.40% | +11.15% | +3.42% | -9.13% | +23.02% | +1.47% | -4.41% | +60.26% |
| 2021 | +3.95% | +21.44% | +3.12% | +0.72% | +5.79% | +4.77% | -8.18% | -1.72% | +8.84% | +11.40% | -4.86% | +1.44% | +53.44% |
| 2020 | -11.27% | -14.74% | -35.91% | +30.89% | +1.80% | -0.88% | -4.30% | -0.78% | -14.59% | -3.69% | +27.39% | +4.41% | -33.47% |
| 2019 | +11.49% | +2.10% | +2.33% | -0.25% | -11.41% | +8.94% | -2.07% | -8.69% | +4.10% | -2.30% | +1.42% | +6.31% | +9.97% |
| 2018 | +3.13% | -10.66% | +1.97% | +9.55% | +3.41% | +0.71% | +1.12% | -3.14% | +2.72% | -11.73% | -2.43% | -13.17% | -19.35% |
| 2017 | -3.37% | -2.39% | -1.07% | -3.27% | -3.84% | -0.39% | +2.31% | -5.31% | +10.10% | -0.88% | +2.10% | +5.23% | -1.80% |
Drawdown analysis of IYE (ISHARES U.S. ENERGY ETF)
The maximum drawdown for the IYE was -73.74%, occurring on Mar 18, 2020. Recovery took 539 trading sessions.
The current IYE drawdown is -7.01%.
Since Jun 16, 2000 IYE has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 18 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -73.74% | Jun 23, 2014 | 1444 | Mar 18, 2020 | 539 | May 6, 2022 | 1983 |
| -55.81% | May 20, 2008 | 199 | Mar 5, 2009 | 1143 | Sep 18, 2013 | 1342 |
| -39.58% | May 18, 2001 | 292 | Jul 23, 2002 | 483 | Jun 23, 2004 | 775 |
| -25.60% | Jun 7, 2022 | 25 | Jul 14, 2022 | 75 | Oct 28, 2022 | 100 |
| -20.37% | Nov 22, 2024 | 91 | Apr 8, 2025 | 186 | Jan 5, 2026 | 277 |
| -18.82% | Nov 15, 2022 | 83 | Mar 17, 2023 | 254 | Mar 21, 2024 | 337 |
| -16.18% | Jan 3, 2008 | 23 | Feb 6, 2008 | 48 | Apr 16, 2008 | 71 |
| -15.79% | Sep 29, 2005 | 15 | Oct 20, 2005 | 59 | Jan 17, 2006 | 74 |
| -15.40% | May 10, 2006 | 23 | Jun 13, 2006 | 105 | Nov 9, 2006 | 128 |
| -14.86% | Mar 4, 2005 | 50 | May 16, 2005 | 23 | Jun 17, 2005 | 73 |
| -14.10% | Mar 9, 2001 | 17 | Apr 3, 2001 | 16 | Apr 26, 2001 | 33 |
| -12.60% | Apr 5, 2024 | 109 | Sep 11, 2024 | 50 | Nov 20, 2024 | 159 |
| -12.57% | Jul 19, 2007 | 20 | Aug 16, 2007 | 22 | Sep 18, 2007 | 42 |
| -12.38% | Oct 12, 2000 | 34 | Nov 30, 2000 | 65 | Mar 7, 2001 | 99 |
| -12.31% | Dec 14, 2006 | 17 | Jan 11, 2007 | 57 | Apr 4, 2007 | 74 |
| -12.11% | Jun 16, 2000 | 27 | Jul 26, 2000 | 16 | Aug 17, 2000 | 43 |
| -11.92% | Mar 27, 2026 | 14 | Apr 17, 2026 | Ongoing | Ongoing | Ongoing |
| -11.10% | Jan 30, 2006 | 27 | Mar 9, 2006 | 27 | Apr 18, 2006 | 54 |
| -9.36% | Oct 16, 2007 | 22 | Nov 15, 2007 | 25 | Dec 21, 2007 | 47 |
| -8.38% | May 6, 2022 | 1 | May 9, 2022 | 6 | May 17, 2022 | 7 |
| -8.10% | Dec 31, 2013 | 24 | Feb 5, 2014 | 35 | Mar 27, 2014 | 59 |
| -7.91% | Sep 15, 2000 | 6 | Sep 25, 2000 | 13 | Oct 12, 2000 | 19 |
| -7.52% | Nov 26, 2004 | 27 | Jan 5, 2005 | 17 | Jan 31, 2005 | 44 |
| -6.15% | Aug 3, 2004 | 10 | Aug 17, 2004 | 12 | Sep 2, 2004 | 22 |
| -6.00% | Oct 6, 2004 | 19 | Nov 2, 2004 | 14 | Nov 22, 2004 | 33 |