Performance analysis of IYF (ISHARES U.S. FINANCIALS ETF)
Annual Return
Over the past 3 years, IYF has had an average annual return of +20.85%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, IYF has had an average annual return of +12.14%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, IYF has had an average annual return of +13.45%, underperforming the benchmark SPY, which returned +14.95% annual.
Since May 26, 2000, IYF has had an average annual return of +6.10%, underperforming the benchmark SPY, which returned +8.55% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.91% | +18.25% | +31.30% | +15.33% | -11.32% | +31.60% | -1.02% | +31.87% | -9.37% | +19.58% | +16.96% | -0.39% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +14.18% | +33.97% | +25.91% | -13.24% | +12.22% | +16.83% | -50.28% | -18.05% | +18.74% | +5.72% | +13.02% | +31.52% |
| 2002 | 2001 | 2000 | |||||||||
| -13.87% | -6.25% | -2.24% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.95% | -3.99% | -3.57% | +5.68% | -1.19% | +4.09% | +4.24% | +3.91% | |||||
| 2025 | +6.81% | +0.24% | -4.37% | -2.05% | +4.99% | +4.59% | +0.96% | +2.93% | +1.04% | -3.19% | +2.75% | +2.81% | +18.25% |
| 2024 | +1.92% | +4.54% | +5.45% | -4.71% | +4.50% | -0.40% | +7.11% | +3.71% | -0.74% | +2.73% | +11.53% | -6.74% | +31.30% |
| 2023 | +7.30% | -2.31% | -9.63% | +2.85% | -4.06% | +6.70% | +6.43% | -3.21% | -2.22% | -2.93% | +11.18% | +6.38% | +15.33% |
| 2022 | -0.38% | -1.77% | +0.05% | -10.36% | +3.51% | -10.43% | +7.24% | -1.81% | -7.85% | +11.74% | +6.49% | -5.61% | -11.32% |
| 2021 | -2.35% | +9.45% | +5.29% | +7.14% | +2.76% | -1.43% | +1.43% | +3.07% | -2.16% | +8.08% | -5.31% | +2.95% | +31.60% |
| 2020 | -0.66% | -9.78% | -20.64% | +9.77% | +3.36% | +0.21% | +3.27% | +4.21% | -3.73% | -2.12% | +14.64% | +5.30% | -1.02% |
| 2019 | +9.26% | +2.79% | -0.64% | +6.55% | -4.97% | +5.47% | +2.33% | -2.33% | +3.03% | +1.79% | +3.53% | +1.96% | +31.87% |
| 2018 | +4.44% | -3.17% | -2.12% | -0.11% | +0.60% | -0.55% | +3.92% | +2.11% | -1.91% | -5.08% | +3.17% | -10.11% | -9.37% |
| 2017 | +0.47% | +4.79% | -2.24% | -0.27% | -0.75% | +4.81% | +1.83% | -0.95% | +3.77% | +2.28% | +3.18% | +1.41% | +19.58% |
Drawdown analysis of IYF (ISHARES U.S. FINANCIALS ETF)
The maximum drawdown for the IYF was -79.08%, occurring on Mar 6, 2009. Recovery took 1954 trading sessions.
The current IYF drawdown is -1.22%.
Since May 26, 2000 IYF has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -79.08% | Jun 4, 2007 | 443 | Mar 6, 2009 | 1954 | Dec 7, 2016 | 2397 |
| -42.57% | Feb 14, 2020 | 25 | Mar 23, 2020 | 226 | Feb 12, 2021 | 251 |
| -33.32% | May 26, 2000 | 593 | Oct 9, 2002 | 269 | Nov 3, 2003 | 862 |
| -25.05% | Jan 12, 2022 | 180 | Sep 30, 2022 | 333 | Jan 30, 2024 | 513 |
| -19.88% | Sep 20, 2018 | 65 | Dec 24, 2018 | 84 | Apr 26, 2019 | 149 |
| -16.59% | Feb 18, 2025 | 35 | Apr 8, 2025 | 52 | Jun 24, 2025 | 87 |
| -13.88% | Jan 6, 2026 | 56 | Mar 27, 2026 | 67 | Jul 6, 2026 | 123 |
| -11.23% | Mar 5, 2004 | 45 | May 10, 2004 | 129 | Nov 11, 2004 | 174 |
| -9.40% | Jan 26, 2018 | 9 | Feb 8, 2018 | 155 | Sep 20, 2018 | 164 |
| -9.19% | Dec 30, 2004 | 76 | Apr 20, 2005 | 57 | Jul 12, 2005 | 133 |
| -8.50% | Nov 29, 2024 | 27 | Jan 10, 2025 | 13 | Jan 30, 2025 | 40 |
| -8.35% | Feb 20, 2007 | 15 | Mar 13, 2007 | 56 | Jun 1, 2007 | 71 |
| -7.76% | Jul 30, 2024 | 4 | Aug 5, 2024 | 14 | Aug 23, 2024 | 18 |
| -7.64% | May 5, 2006 | 27 | Jun 14, 2006 | 63 | Sep 13, 2006 | 90 |
| -7.35% | Nov 3, 2021 | 19 | Dec 1, 2021 | 26 | Jan 7, 2022 | 45 |
| -6.64% | Jul 26, 2019 | 13 | Aug 14, 2019 | 23 | Sep 17, 2019 | 36 |
| -6.55% | Mar 28, 2024 | 12 | Apr 16, 2024 | 21 | May 15, 2024 | 33 |
| -6.39% | Mar 1, 2017 | 31 | Apr 13, 2017 | 55 | Jul 3, 2017 | 86 |
| -6.05% | Jul 15, 2005 | 62 | Oct 12, 2005 | 13 | Oct 31, 2005 | 75 |
| -5.81% | Jun 4, 2021 | 10 | Jun 18, 2021 | 34 | Aug 6, 2021 | 44 |
| -5.30% | Aug 27, 2021 | 16 | Sep 21, 2021 | 12 | Oct 7, 2021 | 28 |
| -5.21% | May 3, 2019 | 19 | May 31, 2019 | 14 | Jun 20, 2019 | 33 |
| -5.13% | Sep 29, 2025 | 38 | Nov 20, 2025 | 9 | Dec 4, 2025 | 47 |
| -4.24% | Aug 30, 2024 | 7 | Sep 11, 2024 | 17 | Oct 4, 2024 | 24 |
| -4.09% | May 17, 2024 | 19 | Jun 14, 2024 | 16 | Jul 10, 2024 | 35 |