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Performance analysis of IYY (ISHARES DOW JONES U.S. ETF)

Annual Return

Over the past 3 years, IYY has had an average annual return of +22.45%, underperforming the benchmark SPY, which returned +22.77% annual.

Over the past 5 years, IYY has had an average annual return of +13.29%, underperforming the benchmark SPY, which returned +14% annual.

Over the past 10 years, IYY has had an average annual return of +15.11%, underperforming the benchmark SPY, which returned +15.53% annual.

Since Jun 16, 2000, IYY has had an average annual return of +8.45%, outperforming the benchmark SPY, which returned +8.44% annual.

202620252024202320222021202020192018201720162015
+11.73%+17.08%+24.15%+26.49%-19.57%+26.37%+20.10%+30.78%-5.14%+21.33%+11.99%+0.40%
201420132012201120102009200820072006200520042003
+12.87%+32.64%+16.11%+1.15%+16.50%+28.24%-37.07%+5.77%+15.30%+5.99%+11.89%+30.37%
200220012000
-22.40%-11.99%-9.07%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+1.38%-0.57%-4.99%+10.34%+5.13%+0.57%+11.73%
2025+3.04%-1.78%-5.78%-0.81%+6.44%+5.26%+2.32%+2.02%+3.42%+2.26%+0.04%+0.05%+17.08%
2024+1.27%+5.27%+3.37%-4.29%+4.76%+3.27%+1.41%+2.28%+2.03%-0.71%+6.56%-2.83%+24.15%
2023+6.74%-2.18%+2.92%+1.12%+0.52%+6.78%+3.46%-1.76%-4.73%-2.55%+9.42%+5.03%+26.49%
2022-5.89%-2.69%+3.45%-9.08%-0.22%-8.34%+9.30%-3.87%-9.21%+7.89%+5.38%-5.88%-19.57%
2021-0.66%+2.93%+3.86%+5.31%+0.43%+2.46%+2.15%+2.93%-4.70%+6.82%-1.22%+3.87%+26.37%
2020+0.00610%-8.10%-13.60%+13.22%+5.33%+2.10%+5.82%+7.22%-3.63%-2.37%+11.72%+4.15%+20.10%
2019+8.43%+3.36%+1.61%+4%-6.38%+6.84%+1.65%-2.00%+1.81%+2.08%+3.75%+2.78%+30.78%
2018+5.37%-3.71%-2.18%+0.28%+2.65%+0.65%+3.37%+3.38%+0.28%-7.18%+1.94%-9.03%-5.14%
2017+2.09%+3.72%+0.08%+1.02%+1.16%+0.80%+1.94%+0.16%+2.20%+2.20%+3.11%+1.08%+21.33%

Drawdown analysis of IYY (ISHARES DOW JONES U.S. ETF)

The maximum drawdown for the IYY was -55.17%, occurring on Mar 9, 2009. Recovery took 759 trading sessions.

Since Jun 16, 2000 IYY 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
DepthStartTo BottomBottomTo RecoverEndTotal
-55.17%Oct 9, 2007355Mar 9, 2009759Mar 13, 20121114
-48.48%Sep 1, 2000525Oct 9, 20021010Oct 12, 20061535
-34.90%Feb 19, 202023Mar 23, 202099Aug 12, 2020122
-25.46%Dec 27, 2021200Oct 12, 2022295Dec 14, 2023495
-19.86%Sep 20, 201865Dec 24, 201875Apr 12, 2019140
-19.06%Feb 19, 202534Apr 8, 202554Jun 26, 202588
-14.48%Jun 23, 2015161Feb 11, 201680Jun 7, 2016241
-10.01%Apr 2, 201243Jun 4, 201253Aug 17, 201296
-9.56%Jan 26, 20189Feb 8, 2018115Jul 25, 2018124
-9.39%Sep 2, 202014Sep 23, 202035Nov 11, 202049
-9.34%Jul 19, 200719Aug 15, 200736Oct 5, 200755
-8.94%Jan 27, 202643Mar 30, 202610Apr 14, 202653
-8.54%Jul 16, 202414Aug 5, 202432Sep 19, 202446
-7.49%Sep 18, 201419Oct 15, 201412Oct 31, 201431
-7.43%Sep 14, 201242Nov 15, 201231Jan 2, 201373
-7.12%Jul 17, 20009Jul 28, 200021Aug 28, 200030
-6.77%May 3, 201920Jun 3, 201913Jun 20, 201933
-6.05%Feb 20, 20079Mar 5, 200729Apr 16, 200738
-6.03%Jul 26, 201913Aug 14, 201951Oct 25, 201964
-5.77%Jun 8, 201613Jun 27, 20168Jul 8, 201621
-5.76%May 21, 201323Jun 24, 201312Jul 11, 201335
-5.73%Jan 15, 201412Feb 3, 201412Feb 20, 201424
-5.65%Mar 28, 202415Apr 19, 202418May 15, 202433
-5.37%Oct 28, 202517Nov 20, 202514Dec 11, 202531
-5.25%Sep 3, 202120Oct 4, 202112Oct 20, 202132