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iShares U.S. Insurance ETF

IAK
ETF · Currency in USD
ISIN
US4642887867
CUSIP
464288786
Issuer
iShares
Inception Date
May 5, 2006
Region
North America (U.S.)
Category
Financials Equities
Expense Ratio
0.43%
Index Tracked
Dow Jones U.S. Select Insurance Index
ETF Home Page
www.ishares.com
Asset Class
Equity

Asset Class Size

Multi-Cap

Asset Class Style

Blend

IAKPrice Chart


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IAKPerformance

The chart shows the growth of $10,000 invested in iShares U.S. Insurance ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $38,984 for a total return of roughly 289.84%. All prices are adjusted for splits and dividends.


IAK (iShares U.S. Insurance ETF)
Benchmark (S&P 500)

IAKReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M10.03%
6M10.39%
YTD28.00%
1Y47.65%
5Y12.39%
10Y13.51%

IAKMonthly Returns Heatmap


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IAKSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current iShares U.S. Insurance ETF Sharpe ratio is 2.33. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


IAK (iShares U.S. Insurance ETF)
Benchmark (S&P 500)

IAKDividends

iShares U.S. Insurance ETF granted a 1.99% dividend yield in the last twelve months, as of Oct 23, 2021. The annual payout for that period amounted to $1.69 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$1.69$1.39$1.31$1.34$1.08$1.00$0.83$0.79$0.54$0.57$0.43$0.65

Dividend yield

1.99%2.07%1.84%2.33%1.62%1.68%1.62%1.57%1.14%1.74%1.51%2.08%

IAKDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


IAK (iShares U.S. Insurance ETF)
Benchmark (S&P 500)

IAKWorst Drawdowns

The table below shows the maximum drawdowns of the iShares U.S. Insurance ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the iShares U.S. Insurance ETF is 44.95%, recorded on Mar 23, 2020. It took 241 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-44.95%Feb 12, 202028Mar 23, 2020241Mar 8, 2021269
-28.74%Feb 22, 2011157Oct 4, 2011239Sep 14, 2012396
-20.33%Jan 29, 2018229Dec 24, 201886Apr 30, 2019315
-16.97%Dec 2, 201549Feb 11, 2016138Aug 29, 2016187
-16.51%Apr 26, 201085Aug 24, 201083Dec 21, 2010168
-10.64%Aug 18, 20156Aug 25, 201568Dec 1, 201574
-10.47%Jan 2, 201422Feb 3, 201484Jun 4, 2014106
-9.23%Oct 19, 201217Nov 14, 201233Jan 3, 201350
-9.09%Dec 31, 201421Jan 30, 201575May 19, 201596
-8.71%May 10, 202149Jul 19, 202127Aug 25, 202176

IAKVolatility Chart

Current iShares U.S. Insurance ETF volatility is 13.51%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


IAK (iShares U.S. Insurance ETF)
Benchmark (S&P 500)

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