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Issuer
iShares
Inception Date
Aug 5, 2025
Region
Developed Markets (Ex-U.S.)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

IDYN Performance Chart

iShares International Equity Factor Rotation Active ETF (IDYN) is up 9.5% since the beginning of the year. IDYN is currently trading at $30 per share.


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S&P 500 Index

Returns By Period


iShares International Equity Factor Rotation Active ETF

1D
0.36%
1M
0.41%
YTD
9.48%
6M
9.52%
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
0.00%
1M
-0.71%
YTD
8.39%
6M
8.57%
1Y
24.33%
3Y*
18.94%
5Y*
12.24%
10Y*
13.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IDYN Monthly Returns History

Based on dividend-adjusted daily data since Aug 7, 2025, IDYN's average daily return is +0.10%, while the average monthly return is +1.87%. At this rate, an investment would double in approximately 3.1 years.

Historically, 91% of months were positive and 9% were negative. The best month was Jan 2026 with a return of +6.6%, while the worst month was Mar 2026 at -9.1%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 1 months.

On a daily basis, IDYN closed higher 56% of trading days. The best single day was Apr 8, 2026 with a return of +4.3%, while the worst single day was Mar 20, 2026 at -3.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20266.63%5.49%-9.06%4.94%1.87%0.11%9.48%
20251.30%3.66%1.42%1.04%3.12%10.97%

Benchmark Metrics

iShares International Equity Factor Rotation Active ETF has an annualized alpha of 4.01%, beta of 1.06, and R2 of 0.62 versus S&P 500 Index. Calculated based on daily prices since August 07, 2025.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (82.70%) than losses (12.95%) - typical of diversified or defensive assets.
  • This ETF generated an annualized alpha of 4.01% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
  • With beta of 1.06 and R2 of 0.62, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
4.01%
Beta
1.06
0.62
Upside Capture
82.70%
Downside Capture
12.95%

Expense Ratio

IDYN has an expense ratio of 0.40%, placing it in the medium range.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for iShares International Equity Factor Rotation Active ETF (IDYN) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


IDYNBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.35

Calmar ratioReturn relative to maximum drawdown

2.66

Martin ratioReturn relative to average drawdown

11.86

Dividends

Dividend History

iShares International Equity Factor Rotation Active ETF provided a 1.81% dividend yield over the last twelve months, with an annual payout of $0.55 per share.


0.42%$0.00$0.02$0.04$0.06$0.08$0.10$0.122025
Dividends
Dividend Yield
PeriodTTM2025
Dividend$0.55$0.12

Dividend yield

1.81%0.42%

Monthly Dividends

The table displays the monthly dividend distributions for iShares International Equity Factor Rotation Active ETF. 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$0.43$0.43
2025$0.12$0.12

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 International Equity Factor Rotation Active 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 International Equity Factor Rotation Active ETF was 12.68%, occurring on Mar 20, 2026. The portfolio has not yet recovered.

The current iShares International Equity Factor Rotation Active ETF drawdown is 3.31%.


Related event

Drawdown

Fall

Recovery

Underwater

2026 correction2026
-12.68%Mar 2026
22d
3mo 26dFeb 2026 - now
2025 pullback2025
-5.37%Nov 2025
7d20d
27dNov 2025 - Dec 2025
2025 pullback2025
-3.13%Oct 2025
3d1mo 1d
1mo 4dOct 2025 - Nov 2025
2025 pullback2025
-2.93%Sep 2025
8d9d
17dAug 2025 - Sep 2025
2026 pullback2026
-1.77%Jan 2026
0s3d
3dJan 2026 - Jan 2026

Drawdown Indicators


IDYNBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-12.68%

-56.78%

+44.10%

Max Drawdown (1Y)

Largest decline over 1 year

-9.10%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-3.31%

-2.49%

-0.82%

Average Drawdown

Average peak-to-trough decline

-2.54%

-10.72%

+8.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.03%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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