iShares U.S. Regional Banks ETF (IAT)
IAT is a passive ETF by iShares tracking the investment results of the Dow Jones U.S. Select Regional Banks Index. IAT launched on May 5, 2006 and has a 0.42% expense ratio.
ETF Info
US4642887784
464288778
May 5, 2006
North America (U.S.)
1x
Dow Jones U.S. Select Regional Banks Index
Multi-Cap
Value
Share Price Chart
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Compare to other instruments
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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.
Returns By Period
iShares U.S. Regional Banks ETF had a return of 32.92% year-to-date (YTD) and 57.39% in the last 12 months. Over the past 10 years, iShares U.S. Regional Banks ETF had an annualized return of 7.50%, while the S&P 500 had an annualized return of 11.13%, indicating that iShares U.S. Regional Banks ETF did not perform as well as the benchmark.
IAT
32.92%
10.92%
30.06%
57.39%
5.14%
7.50%
^GSPC (Benchmark)
24.05%
1.08%
11.50%
30.38%
13.77%
11.13%
Monthly Returns
The table below presents the monthly returns of IAT, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.98% | -1.51% | 8.19% | -5.74% | 2.47% | -0.20% | 16.18% | 1.12% | -1.48% | 4.31% | 32.92% | ||
| 2023 | 10.05% | -3.01% | -29.21% | -1.56% | -8.86% | 6.36% | 15.63% | -8.97% | -4.30% | -5.21% | 15.98% | 14.56% | -8.53% |
| 2022 | 1.64% | 2.07% | -7.66% | -10.08% | 4.72% | -10.62% | 7.16% | -1.97% | -6.95% | 5.38% | 2.96% | -7.16% | -20.61% |
| 2021 | 1.52% | 18.25% | 4.47% | 5.19% | 3.69% | -6.54% | -3.11% | 4.90% | 4.15% | 5.50% | -4.12% | 1.46% | 38.89% |
| 2020 | -7.18% | -12.68% | -29.33% | 16.60% | 0.80% | 0.32% | -0.33% | 2.28% | -3.93% | 11.58% | 15.25% | 8.64% | -7.60% |
| 2019 | 12.65% | 5.68% | -7.97% | 9.62% | -8.94% | 6.52% | 4.62% | -8.85% | 7.18% | 2.06% | 4.61% | 3.35% | 31.38% |
| 2018 | 7.63% | -1.53% | -3.31% | 0.75% | 0.18% | -2.88% | 3.38% | 2.26% | -5.22% | -6.06% | 3.54% | -15.69% | -17.45% |
| 2017 | 0.66% | 4.01% | -5.46% | -0.83% | -2.57% | 5.66% | 0.48% | -3.98% | 7.90% | 1.30% | 3.25% | 0.34% | 10.42% |
| 2016 | -10.87% | -4.17% | 6.92% | 6.91% | 2.94% | -6.76% | 3.58% | 6.61% | -1.27% | 4.41% | 17.21% | 5.83% | 32.31% |
| 2015 | -8.55% | 8.39% | 0.95% | 0.03% | 2.52% | 2.92% | 1.04% | -6.81% | -1.75% | 2.85% | 5.62% | -4.08% | 1.79% |
| 2014 | -2.15% | 3.46% | 4.75% | -5.66% | 0.91% | 4.52% | -4.37% | 1.39% | -0.92% | 2.26% | 0.80% | 2.91% | 7.52% |
| 2013 | 5.94% | 1.08% | 4.01% | -1.29% | 6.39% | 3.15% | 6.55% | -4.57% | 0.64% | 3.79% | 4.81% | 2.52% | 37.66% |
Expense Ratio
IAT features an expense ratio of 0.42%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IAT is 65, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares U.S. Regional Banks ETF (IAT) 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. Regional Banks ETF provided a 2.90% dividend yield over the last twelve months, with an annual payout of $1.57 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.57 | $1.49 | $1.49 | $1.16 | $1.30 | $1.27 | $0.99 | $0.77 | $0.69 | $0.62 | $0.59 | $0.52 |
Dividend yield | 2.90% | 3.56% | 3.12% | 1.88% | 2.87% | 2.49% | 2.48% | 1.56% | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $1.09 | |
| 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 | $1.49 |
| 2022 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.47 | $1.49 |
| 2021 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.40 | $1.16 |
| 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 | $1.30 |
| 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 | $1.27 |
| 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 | $0.99 |
| 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 | $0.77 |
| 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 | $0.69 |
| 2015 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.19 | $0.62 |
| 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 | $0.59 |
| 2013 | $0.08 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.19 | $0.52 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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 13.95%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77.23% | Feb 21, 2007 | 515 | Mar 6, 2009 | 1950 | Dec 1, 2016 | 2465 |
| -55.55% | Jan 18, 2022 | 326 | May 4, 2023 | — | — | — |
| -52.06% | Mar 12, 2018 | 512 | Mar 23, 2020 | 204 | Jan 12, 2021 | 716 |
| -13.87% | May 18, 2021 | 43 | Jul 19, 2021 | 55 | Oct 5, 2021 | 98 |
| -13.58% | Mar 2, 2017 | 132 | Sep 7, 2017 | 58 | Nov 29, 2017 | 190 |
Volatility
Volatility Chart
The current iShares U.S. Regional Banks ETF volatility is 12.21%, 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.