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iShares U.S. Regional Banks ETF (IAT)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISINUS4642887784
CUSIP464288778
IssueriShares
Inception DateMay 5, 2006
RegionNorth America (U.S.)
CategoryFinancials Equities
Index TrackedDow Jones U.S. Select Regional Banks Index
Home Pagewww.ishares.com
Asset ClassEquity

Asset Class Size

Multi-Cap

Asset Class Style

Value

Expense Ratio

The iShares U.S. Regional Banks ETF has a high expense ratio of 0.42%, indicating higher-than-average management fees.


0.50%1.00%1.50%2.00%0.42%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds to compare with IAT

iShares U.S. Regional Banks ETF

Popular comparisons: IAT vs. KRE, IAT vs. MTB, IAT vs. KBWR, IAT vs. SWPPX, IAT vs. VTI, IAT vs. JPM, IAT vs. SPY, IAT vs. PKW, IAT vs. XLF, IAT vs. KCE

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in iShares U.S. Regional Banks ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-50.00%0.00%50.00%100.00%150.00%200.00%250.00%300.00%OctoberNovemberDecember2024FebruaryMarch
33.01%
295.89%
IAT (iShares U.S. Regional Banks ETF)
Benchmark (^GSPC)

S&P 500

Returns By Period

iShares U.S. Regional Banks ETF had a return of 3.47% year-to-date (YTD) and 26.79% in the last 12 months. Over the past 10 years, iShares U.S. Regional Banks ETF had an annualized return of 4.82%, while the S&P 500 had an annualized return of 10.96%, indicating that iShares U.S. Regional Banks ETF did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date3.47%10.04%
1 month9.30%3.53%
6 months33.38%22.79%
1 year26.79%32.16%
5 years (annualized)2.96%13.15%
10 years (annualized)4.82%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-1.98%-1.51%
2023-8.97%-4.30%-5.21%15.98%14.56%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for iShares U.S. Regional Banks ETF (IAT) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
IAT
iShares U.S. Regional Banks ETF
0.90
^GSPC
S&P 500
2.76

Sharpe Ratio

The current iShares U.S. Regional Banks ETF Sharpe ratio is 0.90. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00OctoberNovemberDecember2024FebruaryMarch
0.90
2.76
IAT (iShares U.S. Regional Banks ETF)
Benchmark (^GSPC)

Dividends

Dividend History

iShares U.S. Regional Banks ETF granted a 3.71% dividend yield in the last twelve months. The annual payout for that period amounted to $1.59 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.59$1.49$1.49$1.16$1.30$1.27$0.99$0.77$0.69$0.62$0.59$0.52

Dividend yield

3.71%3.56%3.12%1.88%2.87%2.49%2.48%1.55%1.52%1.78%1.68%1.56%

Monthly Dividends

The table displays the monthly dividend distributions for iShares U.S. Regional Banks ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
2023$0.00$0.00$0.20$0.00$0.00$0.31$0.00$0.00$0.50$0.00$0.00$0.48
2022$0.00$0.00$0.25$0.00$0.00$0.34$0.00$0.00$0.43$0.00$0.00$0.46
2021$0.00$0.00$0.18$0.00$0.00$0.25$0.00$0.00$0.33$0.00$0.00$0.40
2020$0.00$0.00$0.27$0.00$0.00$0.28$0.00$0.00$0.37$0.00$0.00$0.38
2019$0.00$0.00$0.21$0.00$0.00$0.29$0.00$0.00$0.35$0.00$0.00$0.41
2018$0.00$0.00$0.15$0.00$0.00$0.22$0.00$0.00$0.26$0.00$0.00$0.36
2017$0.00$0.00$0.12$0.00$0.00$0.18$0.00$0.00$0.21$0.00$0.00$0.26
2016$0.00$0.00$0.14$0.00$0.00$0.18$0.00$0.00$0.20$0.00$0.00$0.17
2015$0.00$0.00$0.10$0.00$0.00$0.20$0.00$0.00$0.13$0.00$0.00$0.19
2014$0.00$0.00$0.09$0.00$0.00$0.14$0.00$0.00$0.15$0.00$0.00$0.21
2013$0.08$0.00$0.00$0.13$0.00$0.00$0.12$0.00$0.00$0.19

Drawdowns

Drawdowns Chart

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


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-33.01%
0
IAT (iShares U.S. Regional Banks ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the iShares U.S. Regional Banks 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. Regional Banks ETF was 77.23%, occurring on Mar 6, 2009. Recovery took 1950 trading sessions.

The current iShares U.S. Regional Banks ETF drawdown is 33.01%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-77.23%Feb 21, 2007515Mar 6, 20091950Dec 1, 20162465
-55.55%Jan 18, 2022326May 4, 2023
-52.06%Mar 12, 2018512Mar 23, 2020204Jan 12, 2021716
-13.87%May 18, 202143Jul 19, 202155Oct 5, 202198
-13.58%Mar 2, 2017132Sep 7, 201758Nov 29, 2017190

Volatility

Volatility Chart

The current iShares U.S. Regional Banks ETF volatility is 6.91%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%OctoberNovemberDecember2024FebruaryMarch
6.91%
2.82%
IAT (iShares U.S. Regional Banks ETF)
Benchmark (^GSPC)