Performance analysis of IYG (ISHARES U.S. FINANCIAL SERVICES ETF)
Annual Return
Over the past 3 years, IYG has had an average annual return of +20.35%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, IYG has had an average annual return of +7.89%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, IYG has had an average annual return of +13.38%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Jun 21, 2000, IYG has had an average annual return of +6.28%, underperforming the benchmark SPY, which returned +8.38% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -6.52% | +19.85% | +31.95% | +16.10% | -16.74% | +30.36% | +0.97% | +37.64% | -12.54% | +24.47% | +19.90% | -0.71% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +10.98% | +42.84% | +32.97% | -20.46% | +7.71% | +16.07% | -52.32% | -21.83% | +19.19% | +3.35% | +11.87% | +34.26% |
| 2002 | 2001 | 2000 | |||||||||
| -13.08% | -5.96% | +22.75% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.13% | -4.82% | -3.28% | +6.30% | -0.81% | -1.59% | -6.52% | ||||||
| 2025 | +7.57% | -0.17% | -5.74% | -1.08% | +5.46% | +4.75% | +1.68% | +3.05% | +0.20% | -1.69% | +1.54% | +3.38% | +19.85% |
| 2024 | +1.84% | +4.66% | +4.45% | -4.24% | +3.54% | -0.48% | +6.52% | +3.31% | -0.69% | +3.93% | +11.56% | -5.20% | +31.95% |
| 2023 | +9.82% | -2.50% | -9.97% | +2.07% | -3.52% | +6.71% | +6.58% | -4.12% | -3.68% | -3.64% | +12.22% | +7.66% | +16.10% |
| 2022 | -0.09% | -3.08% | -3.17% | -9.64% | +3.54% | -11.73% | +9.08% | -2.84% | -9.54% | +12.53% | +6.46% | -6.38% | -16.74% |
| 2021 | -3.13% | +12.69% | +4.89% | +6.69% | +3.07% | -1.45% | +0.58% | +2.76% | -1.34% | +6.15% | -5.87% | +3.09% | +30.36% |
| 2020 | -1.67% | -11.30% | -21.89% | +12.34% | +4.24% | -0.39% | +1.59% | +5.93% | -4.53% | -2.07% | +17.78% | +7.24% | +0.97% |
| 2019 | +10.17% | +3.90% | -2.45% | +8.95% | -7.27% | +6.65% | +3.71% | -4.41% | +3.25% | +3.37% | +5.32% | +2.66% | +37.64% |
| 2018 | +7.08% | -1.84% | -4.20% | +0.06% | +0.61% | -1.31% | +4.17% | +2.13% | -2.98% | -5.69% | +2.26% | -12.18% | -12.54% |
| 2017 | +0.71% | +5.31% | -2.90% | -0.69% | -1.71% | +6.83% | +1.57% | -1.51% | +6.05% | +3.11% | +3.71% | +2.17% | +24.47% |
Drawdown analysis of IYG (ISHARES U.S. FINANCIAL SERVICES ETF)
The maximum drawdown for the IYG was -81.83%, occurring on Mar 6, 2009. Recovery took 2150 trading sessions.
The current IYG drawdown is -9.77%.
Since Jun 21, 2000 IYG has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -81.83% | Feb 20, 2007 | 515 | Mar 6, 2009 | 2150 | Sep 19, 2017 | 2665 |
| -44.32% | Feb 19, 2020 | 23 | Mar 23, 2020 | 200 | Jan 6, 2021 | 223 |
| -34.95% | Jan 30, 2001 | 423 | Oct 9, 2002 | 254 | Oct 13, 2003 | 677 |
| -29.60% | Jan 12, 2022 | 187 | Oct 11, 2022 | 361 | Mar 20, 2024 | 548 |
| -24.55% | Jan 26, 2018 | 229 | Dec 24, 2018 | 144 | Jul 23, 2019 | 373 |
| -18.53% | Feb 18, 2025 | 35 | Apr 8, 2025 | 54 | Jun 26, 2025 | 89 |
| -15.90% | Jan 6, 2026 | 56 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -14.55% | Sep 12, 2000 | 22 | Oct 12, 2000 | 53 | Dec 28, 2000 | 75 |
| -11.56% | Mar 5, 2004 | 45 | May 10, 2004 | 124 | Nov 4, 2004 | 169 |
| -9.60% | Jul 26, 2019 | 13 | Aug 14, 2019 | 51 | Oct 25, 2019 | 64 |
| -9.25% | Dec 31, 2004 | 75 | Apr 20, 2005 | 143 | Nov 10, 2005 | 218 |
| -8.91% | Oct 25, 2021 | 26 | Dec 1, 2021 | 29 | Jan 12, 2022 | 55 |
| -8.51% | Jan 12, 2021 | 12 | Jan 29, 2021 | 10 | Feb 12, 2021 | 22 |
| -8.25% | May 5, 2006 | 27 | Jun 14, 2006 | 65 | Sep 15, 2006 | 92 |
| -8.01% | Jul 17, 2024 | 13 | Aug 5, 2024 | 14 | Aug 23, 2024 | 27 |
| -7.15% | Nov 29, 2024 | 27 | Jan 10, 2025 | 6 | Jan 21, 2025 | 33 |
| -6.73% | Jun 4, 2021 | 10 | Jun 18, 2021 | 34 | Aug 6, 2021 | 44 |
| -6.08% | Mar 28, 2024 | 12 | Apr 16, 2024 | 21 | May 15, 2024 | 33 |
| -6.07% | Aug 27, 2021 | 16 | Sep 21, 2021 | 4 | Sep 27, 2021 | 20 |
| -5.79% | Sep 19, 2025 | 44 | Nov 20, 2025 | 13 | Dec 10, 2025 | 57 |
| -5.48% | Jan 4, 2001 | 3 | Jan 9, 2001 | 14 | Jan 30, 2001 | 17 |
| -5.05% | Mar 12, 2021 | 7 | Mar 23, 2021 | 12 | Apr 9, 2021 | 19 |
| -4.31% | Dec 28, 2000 | 2 | Jan 2, 2001 | 1 | Jan 3, 2001 | 3 |
| -4.28% | May 17, 2024 | 19 | Jun 14, 2024 | 17 | Jul 11, 2024 | 36 |
| -3.96% | Aug 11, 2021 | 6 | Aug 19, 2021 | 6 | Aug 27, 2021 | 12 |