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ISIN
US46435U1925
CUSIP
46435U192
Issuer
iShares
Inception Date
Jun 11, 2019
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
NYSE FactSet Global Genomics and Immuno Biopharma Index
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Multi-Cap
Asset Class Style
Blend
Assets Under Management
$163M

Share Price Chart


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Performance

IDNA Performance Chart

iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA) is up 9.5% since the beginning of the year. IDNA is currently trading at $29 per share. Investors who bought $1,000 worth of IDNA shares 5 years ago would now be looking at an investment worth $650.


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S&P 500 Index

Returns By Period

iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA) has returned 9.51% so far this year and 41.74% over the past 12 months.


iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund

1D
-2.18%
1M
-2.18%
YTD
9.51%
6M
10.53%
1Y
41.74%
3Y*
6.48%
5Y*
-8.26%
10Y*

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IDNA Monthly Returns History

Based on dividend-adjusted daily data since Jun 13, 2019, IDNA's average daily return is +0.03%, while the average monthly return is +0.48%. At this rate, an investment would double in approximately 12.1 years.

Historically, 52% of months were positive and 48% were negative. The best month was Nov 2020 with a return of +17.9%, while the worst month was Jan 2022 at -17.1%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 9 months.

On a daily basis, IDNA closed higher 51% of trading days. The best single day was Jun 17, 2019 with a return of +7.7%, while the worst single day was Mar 12, 2020 at -10.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20268.86%9.19%-6.68%1.17%1.67%-4.02%9.51%
20250.75%-1.32%-8.93%2.59%-3.76%2.12%3.61%4.27%6.58%7.37%8.66%-4.38%17.26%
2024-3.13%8.61%-0.54%-6.19%4.96%-2.04%7.27%0.65%-1.39%-1.97%2.45%-8.02%-0.72%
20237.03%-10.62%-3.36%0.73%1.71%-1.76%2.68%-6.18%-9.55%-10.96%13.85%12.37%-7.63%
2022-17.12%-4.21%-0.95%-13.64%-3.63%1.28%9.55%-6.26%-11.08%3.26%3.27%-10.55%-42.28%
20219.60%-6.63%-2.77%4.90%-2.34%11.22%-3.69%7.50%-5.87%-2.01%-4.53%-7.12%-3.98%

Benchmark Metrics

iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund has an annualized alpha of -7.12%, beta of 0.91, and R2 of 0.38 versus S&P 500 Index. Calculated based on daily prices since June 14, 2019.

  • This ETF participated in 120.66% of S&P 500 Index downside but only 75.97% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.38 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
-7.12%
Beta
0.91
0.38
Upside Capture
75.97%
Downside Capture
120.66%

Expense Ratio

IDNA has an expense ratio of 0.47%, placing it in the medium range.


Return for Risk

Risk / Return Rank

IDNA ranks 55 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


IDNA Risk / Return Rank: 5555
Overall Rank
IDNA Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
IDNA Sortino Ratio Rank: 4949
Sortino Ratio Rank
IDNA Omega Ratio Rank: 4242
Omega Ratio Rank
IDNA Calmar Ratio Rank: 7676
Calmar Ratio Rank
IDNA Martin Ratio Rank: 6262
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund (IDNA) and compare them to S&P 500 Index.


IDNABenchmarkDifference

Sharpe ratio

Return per unit of total volatility

1.71

2.39

-0.67

Sortino ratio

Return per unit of downside risk

2.48

3.25

-0.78

Omega ratio

Gain probability vs. loss probability

1.28

1.43

-0.16

Calmar ratio

Return relative to maximum drawdown

3.93

3.11

+0.82

Martin ratio

Return relative to average drawdown

11.30

14.38

-3.08

Dividends

Dividend History

iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund provided a 1.08% dividend yield over the last twelve months, with an annual payout of $0.31 per share.


0.20%0.40%0.60%0.80%1.00%1.20%$0.00$0.05$0.10$0.15$0.20$0.25$0.30$0.352019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019
Dividend$0.31$0.31$0.22$0.24$0.14$0.31$0.12$0.24

Dividend yield

1.08%1.18%0.98%1.04%0.54%0.70%0.26%0.80%

Monthly Dividends

The table displays the monthly dividend distributions for iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.15$0.00$0.00$0.00$0.00$0.00$0.16$0.31
2024$0.00$0.00$0.00$0.00$0.00$0.11$0.00$0.00$0.00$0.00$0.00$0.11$0.22
2023$0.00$0.00$0.00$0.00$0.00$0.07$0.00$0.00$0.00$0.00$0.00$0.17$0.24
2022$0.00$0.00$0.00$0.00$0.00$0.14$0.00$0.00$0.00$0.00$0.00$0.00$0.14
2021$0.00$0.00$0.00$0.00$0.00$0.05$0.00$0.00$0.00$0.00$0.00$0.26$0.31

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund. 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 Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund was 68.26%, occurring on Oct 27, 2023. The portfolio has not yet recovered.

The current iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund drawdown is 46.01%.


Related event

Drawdown

Fall

Recovery

Underwater

2023 bear market2023
-68.26%Oct 2023
2y 1mo
4y 9moSep 2021 - now
COVID crash2020
-26.93%Mar 2020
11d1mo 2d
1mo 13dMar 2020 - Apr 2020
2021 bear market2021
-22.23%Mar 2021
27d5mo 4d
6mo 1dFeb 2021 - Aug 2021
2019 correction2019
-14.38%Oct 2019
2mo 22d1mo 12d
4mo 4dJul 2019 - Nov 2019
2020 correction2020
-13.58%Sep 2020
1mo 19d1mo 1d
2mo 20dJul 2020 - Oct 2020

Drawdown Indicators


IDNABenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-68.26%

-56.78%

-11.48%

Max Drawdown (1Y)

Largest decline over 1 year

-10.66%

-9.10%

-1.56%

Max Drawdown (3Y)

Largest decline over 3 years

-29.73%

-18.90%

-10.83%

Max Drawdown (5Y)

Largest decline over 5 years

-68.26%

-25.43%

-42.83%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-46.01%

0.00%

-46.01%

Average Drawdown

Average peak-to-trough decline

-36.24%

-10.72%

-25.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.70%

1.97%

+1.73%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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