Performance analysis of IYK (ISHARES U.S. CONSUMER STAPLES ETF)
Annual Return
Over the past 3 years, IYK has had an average annual return of +5.82%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, IYK has had an average annual return of +6.73%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, IYK has had an average annual return of +9.09%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Jun 16, 2000, IYK has had an average annual return of +8.88%, outperforming the benchmark SPY, which returned +8.31% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.46% | +4.78% | +5.28% | -2.81% | +3.58% | +17.31% | +32.64% | +28.12% | -13.83% | +16.54% | +4.78% | +5.75% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +11.55% | +30.18% | +12.01% | +8.42% | +18.97% | +23.32% | -26.02% | +9.16% | +14.31% | +1.52% | +11.99% | +20.63% |
| 2002 | 2001 | 2000 | |||||||||
| -5.46% | +1.63% | +5.63% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.80% | +8.63% | -9.38% | +2.48% | -0.92% | +2.76% | +2.51% | +12.46% | |||||
| 2025 | +1.17% | +6.63% | +1.56% | -0.69% | +0.84% | -1.11% | -2.84% | +2.72% | -2.14% | -2.33% | +3.91% | -2.59% | +4.78% |
| 2024 | +0.88% | +1.20% | +4.11% | -1.11% | -0.01% | -1.08% | +3.27% | +4.26% | +0.43% | -3.19% | +3.81% | -6.80% | +5.28% |
| 2023 | -2.27% | -2.54% | +3.62% | +3.95% | -5.87% | +3.27% | +1.99% | -3.82% | -4.18% | -1.59% | +3.76% | +1.53% | -2.81% |
| 2022 | +0.82% | -1.14% | +0.83% | +2.99% | -1.77% | -3.43% | +2% | -0.95% | -8.04% | +9.82% | +5.47% | -1.94% | +3.58% |
| 2021 | -0.70% | -2.38% | +5.60% | +2.78% | -0.12% | +1.48% | +1.36% | +0.09% | -3.32% | +2.87% | -2.12% | +11.38% | +17.31% |
| 2020 | +1.01% | -8.19% | -11.90% | +10.58% | +4.14% | +2.73% | +8.83% | +10.96% | -2.51% | -3.05% | +12.76% | +6.63% | +32.64% |
| 2019 | +7.48% | +2.01% | +2.83% | +3.42% | -6.71% | +6.15% | +2.38% | -0.81% | +3.12% | +0.24% | +1.88% | +3.75% | +28.12% |
| 2018 | +1.89% | -6.44% | -1.06% | -4.07% | +0.35% | +4.07% | +1.67% | -1.08% | +0.64% | -1.83% | +0.99% | -9.11% | -13.83% |
| 2017 | +2.77% | +4.33% | +0.53% | +0.23% | +2.80% | -0.08% | +0.10% | -0.83% | +0.26% | +0.02% | +3.38% | +2.05% | +16.54% |
Drawdown analysis of IYK (ISHARES U.S. CONSUMER STAPLES ETF)
The maximum drawdown for the IYK was -42.63%, occurring on Mar 9, 2009. Recovery took 410 trading sessions.
The current IYK drawdown is -3.07%.
Since Jun 16, 2000 IYK has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.63% | Dec 10, 2007 | 312 | Mar 9, 2009 | 410 | Oct 22, 2010 | 722 |
| -33.19% | Feb 20, 2020 | 22 | Mar 23, 2020 | 87 | Jul 27, 2020 | 109 |
| -24.53% | May 2, 2002 | 214 | Mar 10, 2003 | 200 | Dec 22, 2003 | 414 |
| -19.69% | Jan 24, 2018 | 231 | Dec 24, 2018 | 148 | Jul 29, 2019 | 379 |
| -15.04% | Apr 21, 2022 | 117 | Oct 7, 2022 | 399 | May 10, 2024 | 516 |
| -13.22% | Jul 7, 2011 | 24 | Aug 10, 2011 | 115 | Jan 25, 2012 | 139 |
| -12.81% | Feb 12, 2001 | 27 | Mar 22, 2001 | 185 | Dec 19, 2001 | 212 |
| -10.91% | Sep 4, 2024 | 88 | Jan 10, 2025 | 34 | Mar 3, 2025 | 122 |
| -10.68% | Feb 27, 2026 | 36 | Apr 21, 2026 | Ongoing | Ongoing | Ongoing |
| -10.21% | Jun 23, 2004 | 86 | Oct 25, 2004 | 32 | Dec 9, 2004 | 118 |
| -10.04% | Aug 5, 2015 | 14 | Aug 25, 2015 | 38 | Oct 19, 2015 | 52 |
| -9.05% | Feb 8, 2021 | 17 | Mar 4, 2021 | 26 | Apr 12, 2021 | 43 |
| -8.47% | Oct 22, 2015 | 60 | Jan 20, 2016 | 31 | Mar 4, 2016 | 91 |
| -8.13% | Jul 20, 2000 | 63 | Oct 18, 2000 | 10 | Nov 1, 2000 | 73 |
| -7.87% | Apr 3, 2025 | 191 | Jan 7, 2026 | 16 | Jan 30, 2026 | 207 |
| -7.84% | Dec 31, 2013 | 22 | Feb 3, 2014 | 40 | Apr 1, 2014 | 62 |
| -7.75% | Jul 25, 2016 | 91 | Dec 1, 2016 | 50 | Feb 14, 2017 | 141 |
| -7.44% | Jan 14, 2022 | 38 | Mar 11, 2022 | 18 | Apr 6, 2022 | 56 |
| -7.24% | Oct 12, 2020 | 14 | Oct 30, 2020 | 11 | Nov 16, 2020 | 25 |
| -6.90% | Apr 2, 2012 | 43 | Jun 4, 2012 | 52 | Aug 16, 2012 | 95 |
| -6.85% | Sep 2, 2020 | 3 | Sep 8, 2020 | 23 | Oct 9, 2020 | 26 |
| -6.78% | Feb 4, 2005 | 51 | Apr 20, 2005 | 62 | Jul 19, 2005 | 113 |
| -6.25% | May 17, 2013 | 25 | Jun 24, 2013 | 12 | Jul 11, 2013 | 37 |
| -6.19% | Dec 29, 2000 | 3 | Jan 4, 2001 | 22 | Feb 6, 2001 | 25 |
| -6.12% | Jul 13, 2007 | 23 | Aug 15, 2007 | 29 | Sep 26, 2007 | 52 |