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iShares U.S. Regional Banks ETF

IAT
ETF · Currency in USD
ISIN
US4642887784
CUSIP
464288778
Issuer
iShares
Inception Date
May 5, 2006
Region
North America (U.S.)
Category
Financials Equities
Expense Ratio
0.42%
Index Tracked
Dow Jones U.S. Select Regional Banks Index
ETF Home Page
www.ishares.com
Asset Class
Equity
Asset Class Size
Multi-Cap
Asset Class Style
Value

IATPrice Chart


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S&P 500

IATPerformance

The chart shows the growth of $10,000 invested in iShares U.S. Regional Banks ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $34,657 for a total return of roughly 246.57%. All prices are adjusted for splits and dividends.


IAT (iShares U.S. Regional Banks ETF)
Benchmark (S&P 500)

IATReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M2.56%
YTD28.62%
6M61.03%
1Y77.96%
5Y14.11%
10Y11.43%

IATMonthly Returns Heatmap


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IATSharpe 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. Regional Banks ETF Sharpe ratio is 2.28. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


IAT (iShares U.S. Regional Banks ETF)
Benchmark (S&P 500)

IATDividends

iShares U.S. Regional Banks ETF granted a 2.09% dividend yield in the last twelve months, as of Apr 24, 2021. The annual payout for that period amounted to $1.22 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$1.22$1.30$1.27$0.99$0.77$0.69$0.62$0.59$0.52$0.48$0.41$0.27
Dividend yield
2.09%2.87%2.49%2.48%1.56%1.52%1.78%1.68%1.56%1.96%1.94%1.11%

IATDrawdowns Chart

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


IAT (iShares U.S. Regional Banks ETF)
Benchmark (S&P 500)

IATWorst Drawdowns

The table below shows the maximum drawdowns of the iShares U.S. Regional Banks 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. Regional Banks ETF is 52.06%, recorded on Mar 23, 2020. It took 204 trading sessions for the portfolio to recover.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-52.06%Mar 12, 2018512Mar 23, 2020204Jan 12, 2021716
-35.21%Apr 26, 2010336Aug 22, 2011268Sep 13, 2012604
-24.26%Jul 23, 2015141Feb 11, 2016187Nov 7, 2016328
-13.58%Mar 2, 2017132Sep 7, 201758Nov 29, 2017190
-12.54%Sep 17, 201241Nov 14, 201253Feb 1, 201394
-11.76%Apr 4, 2014135Oct 15, 201438Dec 9, 2014173
-11.36%Dec 30, 201412Jan 15, 201538Mar 12, 201550
-9.71%Jan 15, 202110Jan 29, 20217Feb 9, 202117
-8.64%Jan 23, 20148Feb 3, 201423Mar 7, 201431
-7.55%Jan 22, 201010Feb 4, 201020Mar 5, 201030

IATVolatility Chart

Current iShares U.S. Regional Banks ETF volatility is 35.89%. 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.


IAT (iShares U.S. Regional Banks ETF)
Benchmark (S&P 500)

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