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
| ISIN | US4642887867 |
|---|---|
| CUSIP | 464288786 |
| Issuer | iShares |
| Inception Date | May 5, 2006 |
| Region | North America (U.S.) |
| Category | Financials Equities |
| Index Tracked | Dow Jones U.S. Select Insurance Index |
| Home Page | www.ishares.com |
| Asset Class | Equity |
Asset Class Size | Multi-Cap |
Asset Class Style | Blend |
Expense Ratio
The iShares U.S. Insurance ETF has a high expense ratio of 0.43%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: IAK vs. KIE, IAK vs. DIVB, IAK vs. KBWP, IAK vs. IHE, IAK vs. VYM, IAK vs. COWZ, IAK vs. SCHD, IAK vs. VTI, IAK vs. DHS, IAK vs. PEP
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 13.15% year-to-date (YTD) and 30.09% in the last 12 months. Over the past 10 years, iShares U.S. Insurance ETF had an annualized return of 11.59%, outperforming the S&P 500 benchmark which had an annualized return of 10.22%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 13.15% | 4.14% |
| 1 month | -2.15% | -4.93% |
| 6 months | 23.03% | 17.59% |
| 1 year | 30.09% | 20.28% |
| 5 years (annualized) | 13.55% | 11.33% |
| 10 years (annualized) | 11.59% | 10.22% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 6.82% | 4.21% | 5.71% | |||||||||
| 2023 | 1.14% | 2.65% | 5.81% | 1.02% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
iShares U.S. Insurance ETF(IAK)
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 granted a 1.39% dividend yield in the last twelve months. The annual payout for that period amounted to $1.57 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.57 | $1.44 | $1.55 | $1.89 | $1.39 | $1.31 | $1.34 | $1.08 | $1.00 | $0.83 | $0.79 | $0.54 |
Dividend yield | 1.39% | 1.44% | 1.69% | 2.26% | 2.07% | 1.84% | 2.33% | 1.62% | 1.68% | 1.62% | 1.57% | 1.13% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.41 | |||||||||
| 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 |
| 2022 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.46 | $0.00 | $0.00 | $0.50 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 2013 | $0.12 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.16 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 3.83%.
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 4.67%, 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.