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iShares U.S. Insurance ETF (IAK)

ETF · Currency in USD · Last updated Aug 11, 2022

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

ISINUS4642887867
CUSIP464288786
IssueriShares
Inception DateMay 5, 2006
RegionNorth America (U.S.)
CategoryFinancials Equities
Expense Ratio0.43%
Index TrackedDow Jones U.S. Select Insurance Index
ETF Home Pagewww.ishares.com
Asset ClassEquity

Asset Class Size

Multi-Cap

Asset Class Style

Blend

Trading Data

Previous Close$84.92
Year Range$76.14 - $92.30
EMA (50)$82.77
EMA (200)$82.98
Average Volume$46.47K

IAKShare Price Chart


Chart placeholderClick Calculate to get results

IAKPerformance

The chart shows the growth of $10,000 invested in iShares U.S. Insurance ETF in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $39,515 for a total return of roughly 295.15%. All prices are adjusted for splits and dividends.


-15.00%-10.00%-5.00%0.00%5.00%MarchAprilMayJuneJulyAugust
-1.02%
-4.35%
IAK (iShares U.S. Insurance ETF)
Benchmark (^GSPC)

IAKReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M1.74%7.97%
6M-3.75%-6.88%
YTD2.28%-11.66%
1Y8.30%-5.01%
5Y8.11%11.56%
10Y12.75%11.62%

IAKMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20222.01%0.84%6.49%-6.28%3.52%-5.97%-0.84%3.22%
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%
20200.22%-10.92%-21.30%4.89%3.53%2.60%4.24%2.21%-4.27%1.52%13.44%5.65%
20197.91%4.04%-1.27%7.37%-1.19%5.17%1.76%-4.20%5.03%-3.71%2.92%0.36%
20182.03%-4.34%-0.02%1.14%-2.97%-2.45%6.70%0.59%0.89%-7.50%2.02%-7.26%
20170.10%3.54%-1.04%0.04%0.79%2.85%3.22%-3.79%2.93%3.17%2.47%-0.66%
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%
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%
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%
20138.19%1.14%5.58%2.63%4.19%0.62%5.03%-3.88%4.61%4.43%5.07%0.98%
20124.63%5.02%2.41%-0.04%-7.98%3.25%-1.59%5.15%2.34%3.37%-0.72%1.21%
20111.28%4.60%-2.29%3.24%-3.41%-2.36%-4.86%-8.74%-6.91%15.16%-3.01%1.73%
2010-1.66%3.71%9.91%0.63%-7.15%-4.85%6.54%-5.65%8.60%2.04%-2.38%8.90%

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 0.37. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


-0.500.000.501.001.50MarchAprilMayJuneJulyAugust
0.37
-0.25
IAK (iShares U.S. Insurance ETF)
Benchmark (^GSPC)

IAKDividend History

iShares U.S. Insurance ETF granted a 1.88% dividend yield in the last twelve months. The annual payout for that period amounted to $1.60 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$1.60$1.89$1.39$1.31$1.34$1.08$1.00$0.83$0.79$0.54$0.57$0.43$0.65

Dividend yield

1.88%2.28%2.13%1.95%2.51%1.78%1.88%1.85%1.83%1.34%2.08%1.84%2.56%

IAKDrawdowns Chart

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


-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2022FebruaryMarchAprilMayJuneJulyAugust
-7.99%
-12.22%
IAK (iShares U.S. Insurance ETF)
Benchmark (^GSPC)

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 44.96%, recorded on Mar 23, 2020. It took 241 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-44.96%Feb 12, 202028Mar 23, 2020241Mar 8, 2021269
-28.74%Feb 22, 2011157Oct 4, 2011239Sep 14, 2012396
-20.32%Jan 29, 2018229Dec 24, 201886Apr 30, 2019315
-16.97%Dec 2, 201549Feb 11, 2016138Aug 29, 2016187
-16.5%Apr 26, 201085Aug 24, 201083Dec 21, 2010168
-14.52%Apr 21, 202258Jul 14, 2022
-10.64%Aug 18, 20156Aug 25, 201568Dec 1, 201574
-10.47%Jan 2, 201422Feb 3, 201484Jun 4, 2014106
-9.22%Oct 19, 201217Nov 14, 201233Jan 3, 201350
-9.08%Dec 31, 201421Jan 30, 201575May 19, 201596

IAKVolatility Chart

Current iShares U.S. Insurance ETF volatility is 17.22%. 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.


5.00%10.00%15.00%20.00%25.00%30.00%35.00%40.00%MarchAprilMayJuneJulyAugust
17.22%
16.23%
IAK (iShares U.S. Insurance ETF)
Benchmark (^GSPC)