Performance analysis of OEF (ISHARES S&P 100 ETF)
Annual Return
Over the past 3 years, OEF has had an average annual return of +21.92%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, OEF has had an average annual return of +14.30%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, OEF has had an average annual return of +16.15%, outperforming the benchmark SPY, which returned +15.04% annual.
Since Oct 27, 2000, OEF has had an average annual return of +8.45%, underperforming the benchmark SPY, which returned +8.68% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.30% | +19.80% | +30.74% | +32.72% | -21.02% | +29.17% | +21.21% | +31.87% | -4.14% | +21.83% | +11.30% | +2.41% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +12.56% | +30.06% | +15.92% | +2.76% | +12.45% | +22.12% | -35.51% | +6.12% | +18.14% | +1.03% | +6.42% | +26.06% |
| 2002 | 2001 | 2000 | |||||||||
| -23.27% | -13.73% | -4.82% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.17% | -2.53% | -4.75% | +11.55% | +6.35% | -2.85% | +1.04% | +8.30% | |||||
| 2025 | +1.98% | -1.45% | -6.50% | -0.75% | +7.29% | +5.77% | +3.02% | +1.96% | +4.34% | +3.75% | -0.34% | -0.09% | +19.80% |
| 2024 | +2.34% | +5.48% | +2.90% | -3.63% | +5.79% | +5.03% | +0.34% | +2.27% | +2.35% | -0.64% | +5.51% | -0.19% | +30.74% |
| 2023 | +6.40% | -2.12% | +5.68% | +2.16% | +2.53% | +6% | +3.45% | -1.19% | -4.85% | -1.56% | +9.16% | +3.92% | +32.72% |
| 2022 | -4.64% | -3.84% | +4.08% | -9.96% | -0.17% | -7.69% | +9.34% | -4.49% | -9.38% | +6.90% | +5.12% | -6.22% | -21.02% |
| 2021 | -0.50% | +1.33% | +4.25% | +5.60% | +0.39% | +3.17% | +2.51% | +3.47% | -4.82% | +7.46% | -0.18% | +3.75% | +29.17% |
| 2020 | +0.42% | -8.18% | -10.25% | +12.56% | +4.19% | +2.77% | +5.68% | +8.92% | -4.60% | -3.18% | +10.20% | +3.73% | +21.21% |
| 2019 | +7.09% | +2.97% | +2.33% | +4.37% | -6.65% | +6.86% | +1.66% | -1.68% | +2.01% | +2.79% | +3.82% | +3.15% | +31.87% |
| 2018 | +5.85% | -3.86% | -3.49% | +0.34% | +2.72% | +0.55% | +4.06% | +3.85% | +0.72% | -6.49% | +1.48% | -8.83% | -4.14% |
| 2017 | +1.35% | +4.49% | +0.04% | +1.01% | +0.99% | +0.60% | +2.11% | +0.71% | +1.74% | +2.41% | +2.94% | +1.60% | +21.83% |
Drawdown analysis of OEF (ISHARES S&P 100 ETF)
The maximum drawdown for the OEF was -54.12%, occurring on Mar 9, 2009. Recovery took 883 trading sessions.
The current OEF drawdown is -2.03%.
Since Oct 27, 2000 OEF 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: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.12% | Oct 9, 2007 | 355 | Mar 9, 2009 | 883 | Sep 6, 2012 | 1238 |
| -47.07% | Nov 7, 2000 | 479 | Oct 9, 2002 | 1142 | Apr 25, 2007 | 1621 |
| -31.44% | Feb 19, 2020 | 23 | Mar 23, 2020 | 92 | Aug 3, 2020 | 115 |
| -26.46% | Jan 3, 2022 | 195 | Oct 12, 2022 | 290 | Dec 7, 2023 | 485 |
| -19.80% | Feb 19, 2025 | 34 | Apr 8, 2025 | 54 | Jun 26, 2025 | 88 |
| -19.59% | Oct 3, 2018 | 56 | Dec 24, 2018 | 80 | Apr 22, 2019 | 136 |
| -13.13% | Jul 20, 2015 | 26 | Aug 25, 2015 | 49 | Nov 3, 2015 | 75 |
| -12.26% | Nov 3, 2015 | 68 | Feb 11, 2016 | 46 | Apr 19, 2016 | 114 |
| -11.06% | Oct 29, 2025 | 103 | Mar 30, 2026 | 13 | Apr 17, 2026 | 116 |
| -10.85% | Jan 26, 2018 | 44 | Apr 2, 2018 | 88 | Aug 6, 2018 | 132 |
| -10.48% | Sep 2, 2020 | 14 | Sep 23, 2020 | 48 | Dec 1, 2020 | 62 |
| -9.73% | Jul 10, 2024 | 20 | Aug 7, 2024 | 33 | Sep 24, 2024 | 53 |
| -8.47% | Jul 19, 2007 | 19 | Aug 15, 2007 | 30 | Sep 27, 2007 | 49 |
| -8.14% | Oct 4, 2012 | 28 | Nov 15, 2012 | 42 | Jan 17, 2013 | 70 |
| -7.51% | Apr 29, 2019 | 24 | Jun 3, 2019 | 13 | Jun 20, 2019 | 37 |
| -7.50% | Sep 19, 2014 | 19 | Oct 16, 2014 | 14 | Nov 5, 2014 | 33 |
| -6.22% | Jul 26, 2019 | 13 | Aug 14, 2019 | 51 | Oct 25, 2019 | 64 |
| -6.12% | Dec 31, 2013 | 22 | Feb 3, 2014 | 20 | Mar 4, 2014 | 42 |
| -5.41% | Sep 3, 2021 | 20 | Oct 4, 2021 | 12 | Oct 20, 2021 | 32 |
| -5.38% | Jun 1, 2026 | 7 | Jun 10, 2026 | Ongoing | Ongoing | Ongoing |
| -5.25% | May 21, 2013 | 23 | Jun 24, 2013 | 12 | Jul 11, 2013 | 35 |
| -5.24% | Mar 27, 2024 | 16 | Apr 19, 2024 | 15 | May 10, 2024 | 31 |
| -5.16% | Dec 5, 2014 | 7 | Dec 16, 2014 | 5 | Dec 23, 2014 | 12 |
| -5.06% | Jun 8, 2016 | 13 | Jun 27, 2016 | 8 | Jul 8, 2016 | 21 |
| -4.89% | Dec 26, 2014 | 23 | Jan 30, 2015 | 10 | Feb 13, 2015 | 33 |