iShares U.S. Insurance ETF (IAK)
IAK is a passive ETF by iShares tracking the investment results of the Dow Jones U.S. Select Insurance Index. IAK launched on May 5, 2006 and has a 0.43% expense ratio.
ETF Info
US4642887867
464288786
May 5, 2006
North America (U.S.)
1x
Dow Jones U.S. Select Insurance Index
Multi-Cap
Blend
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares U.S. Insurance ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares U.S. Insurance ETF had a return of 34.02% year-to-date (YTD) and 39.12% in the last 12 months. Over the past 10 years, iShares U.S. Insurance ETF had an annualized return of 12.62%, outperforming the S&P 500 benchmark which had an annualized return of 11.16%.
IAK
34.02%
-0.29%
13.45%
39.12%
15.65%
12.62%
^GSPC (Benchmark)
23.62%
0.54%
11.19%
30.63%
13.61%
11.16%
Monthly Returns
The table below presents the monthly returns of IAK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 6.82% | 4.21% | 5.71% | -4.90% | 4.68% | -3.19% | 6.79% | 6.63% | 0.76% | -2.20% | 34.02% | ||
| 2023 | 3.75% | -1.00% | -8.49% | 3.01% | -6.50% | 6.87% | 3.40% | 0.23% | 1.14% | 2.65% | 5.81% | 1.02% | 11.28% |
| 2022 | 2.01% | 0.84% | 6.49% | -6.28% | 3.52% | -5.97% | -0.84% | 1.23% | -4.48% | 15.00% | 3.75% | -2.61% | 11.33% |
| 2021 | -3.27% | 8.66% | 5.51% | 6.54% | 2.75% | -4.42% | -0.09% | 5.68% | -3.71% | 6.83% | -5.84% | 6.91% | 26.84% |
| 2020 | 0.22% | -10.92% | -21.30% | 4.89% | 3.53% | 2.60% | 4.24% | 2.21% | -4.27% | 1.52% | 13.44% | 5.65% | -2.86% |
| 2019 | 7.91% | 4.04% | -1.27% | 7.37% | -1.19% | 5.17% | 1.76% | -4.20% | 5.03% | -3.71% | 2.92% | 0.36% | 25.94% |
| 2018 | 2.03% | -4.34% | -0.02% | 1.14% | -2.97% | -2.45% | 6.70% | 0.59% | 0.89% | -7.50% | 2.02% | -7.26% | -11.48% |
| 2017 | 0.10% | 3.54% | -1.04% | 0.04% | 0.79% | 2.85% | 3.22% | -3.79% | 2.93% | 3.17% | 2.47% | -0.66% | 14.18% |
| 2016 | -6.53% | -1.98% | 7.04% | 0.92% | 4.23% | -3.13% | 1.42% | 3.91% | -0.45% | 0.34% | 8.88% | 3.18% | 18.18% |
| 2015 | -7.96% | 7.17% | 0.72% | -1.00% | 1.67% | 1.76% | 5.22% | -6.15% | -2.16% | 7.69% | 1.39% | -3.14% | 3.98% |
| 2014 | -7.47% | 3.35% | 1.86% | 0.68% | 0.71% | 3.01% | -4.12% | 5.78% | -2.45% | 3.37% | 1.75% | 1.37% | 7.31% |
| 2013 | 8.19% | 1.14% | 5.58% | 2.63% | 4.19% | 0.62% | 5.03% | -3.88% | 4.61% | 4.43% | 5.07% | 0.98% | 45.43% |
Expense Ratio
IAK features an expense ratio of 0.43%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of IAK is 87, placing it in the top 13% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares U.S. Insurance ETF (IAK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares U.S. Insurance ETF provided a 1.20% dividend yield over the last twelve months, with an annual payout of $1.59 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.59 | $1.44 | $1.55 | $1.89 | $1.39 | $1.31 | $1.34 | $1.08 | $1.00 | $0.83 | $0.79 | $0.54 |
Dividend yield | 1.20% | 1.44% | 1.69% | 2.26% | 2.07% | 1.84% | 2.33% | 1.62% | 1.68% | 1.62% | 1.57% | 1.14% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares U.S. Insurance ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $1.16 | |
| 2023 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.49 | $0.00 | $0.00 | $0.43 | $1.44 |
| 2022 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.50 | $1.55 |
| 2021 | $0.00 | $0.00 | $0.58 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.51 | $1.89 |
| 2020 | $0.00 | $0.00 | $0.51 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.31 | $1.39 |
| 2019 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.31 | $1.31 |
| 2018 | $0.00 | $0.00 | $0.46 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.33 | $1.34 |
| 2017 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.32 | $1.08 |
| 2016 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.28 | $1.00 |
| 2015 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.25 | $0.83 |
| 2014 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.23 | $0.79 |
| 2013 | $0.12 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.16 | $0.54 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares U.S. Insurance ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares U.S. Insurance ETF was 77.38%, occurring on Mar 9, 2009. Recovery took 1461 trading sessions.
The current iShares U.S. Insurance ETF drawdown is 0.52%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77.38% | May 23, 2007 | 452 | Mar 9, 2009 | 1461 | Dec 24, 2014 | 1913 |
| -44.96% | Feb 12, 2020 | 28 | Mar 23, 2020 | 241 | Mar 8, 2021 | 269 |
| -20.32% | Jan 29, 2018 | 229 | Dec 24, 2018 | 86 | Apr 30, 2019 | 315 |
| -16.97% | Dec 2, 2015 | 49 | Feb 11, 2016 | 138 | Aug 29, 2016 | 187 |
| -14.76% | Apr 21, 2022 | 109 | Sep 26, 2022 | 33 | Nov 10, 2022 | 142 |
Volatility
Volatility Chart
The current iShares U.S. Insurance ETF volatility is 5.88%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.