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iShares Evolved U.S. Financials ETF (IEFN)

ETF · Currency in USD
ISIN
US46431W6553
CUSIP
46431W655
Issuer
Blackrock Financial Management
Inception Date
Mar 21, 2018
Region
North America (U.S.)
Category
Financials Equities
Expense Ratio
0.18%
Index Tracked
ACTIVE - No Index
ETF Home Page
www.ishares.com
Asset Class
Equity

Asset Class Size

Multi-Cap

Asset Class Style

Blend

IEFNPrice Chart


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IEFNPerformance

The chart shows the growth of $10,000 invested in iShares Evolved U.S. Financials ETF on Mar 26, 2018 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $16,196 for a total return of roughly 61.96%. All prices are adjusted for splits and dividends.


IEFN (iShares Evolved U.S. Financials ETF)
Benchmark (S&P 500)

IEFNReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD5.25%-2.17%
1M7.10%0.62%
6M13.46%6.95%
1Y32.38%22.39%
5Y13.58%17.33%
10Y13.58%17.33%

IEFNMonthly Returns Heatmap


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IEFNSharpe 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 Evolved U.S. Financials ETF Sharpe ratio is 1.82. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


IEFN (iShares Evolved U.S. Financials ETF)
Benchmark (S&P 500)

IEFNDividends

iShares Evolved U.S. Financials ETF granted a 1.68% dividend yield in the last twelve months, as of Jan 15, 2022. The annual payout for that period amounted to $0.59 per share.


PeriodTTM2021202020192018
Dividend$0.59$0.59$0.54$0.54$0.36

Dividend yield

1.68%1.77%2.17%2.15%1.89%

IEFNDrawdowns Chart

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


IEFN (iShares Evolved U.S. Financials ETF)
Benchmark (S&P 500)

IEFNWorst Drawdowns

The table below shows the maximum drawdowns of the iShares Evolved U.S. Financials 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 Evolved U.S. Financials ETF is 43.93%, recorded on Mar 23, 2020. It took 199 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-43.93%Feb 14, 202026Mar 23, 2020199Jan 6, 2021225
-23.66%Sep 25, 201863Dec 24, 2018145Jul 24, 2019208
-9.52%Jul 29, 201920Aug 23, 201944Oct 29, 201964
-8.66%Jun 7, 202130Jul 19, 202117Aug 11, 202147
-7.61%Jan 15, 202110Jan 29, 202110Feb 12, 202120
-7.46%Nov 4, 202119Dec 1, 202123Jan 4, 202242
-5.95%Jun 12, 201815Jul 2, 201827Aug 9, 201842
-5.78%Aug 30, 202116Sep 21, 202112Oct 7, 202128
-4.41%Mar 15, 20217Mar 23, 202112Apr 9, 202119
-4.03%Jan 21, 20209Jan 31, 20208Feb 12, 202017

IEFNVolatility Chart

Current iShares Evolved U.S. Financials ETF volatility is 17.38%. 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.


IEFN (iShares Evolved U.S. Financials ETF)
Benchmark (S&P 500)

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