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iShares U.S. Oil Equipment & Services ETF

IEZ
ETF · Currency in USD
ISIN
US4642888444
CUSIP
464288844
Issuer
iShares
Inception Date
May 5, 2006
Region
North America (U.S.)
Category
Energy Equities
Expense Ratio
0.42%
Index Tracked
Dow Jones U.S. Select Oil Equipment & Services Index
ETF Home Page
www.ishares.com
Asset Class
Equity

Asset Class Size

Multi-Cap

Asset Class Style

Value

IEZPrice Chart


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IEZPerformance

The chart shows the growth of $10,000 invested in iShares U.S. Oil Equipment & Services ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $4,024 for a total return of roughly -59.76%. All prices are adjusted for splits and dividends.


IEZ (iShares U.S. Oil Equipment & Services ETF)
Benchmark (S&P 500)

IEZReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M20.32%
6M23.41%
YTD35.08%
1Y107.03%
5Y-16.27%
10Y-10.32%

IEZMonthly Returns Heatmap


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IEZSharpe 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. Oil Equipment & Services ETF Sharpe ratio is 2.05. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


IEZ (iShares U.S. Oil Equipment & Services ETF)
Benchmark (S&P 500)

IEZDividends

iShares U.S. Oil Equipment & Services ETF granted a 0.98% dividend yield in the last twelve months, as of Oct 23, 2021. The annual payout for that period amounted to $0.15 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$0.15$0.23$0.46$0.37$1.23$0.41$0.86$0.84$0.49$0.32$0.17$0.28

Dividend yield

0.98%2.08%2.27%1.81%3.41%0.91%2.40%1.68%0.75%0.64%0.32%0.50%

IEZDrawdowns Chart

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


IEZ (iShares U.S. Oil Equipment & Services ETF)
Benchmark (S&P 500)

IEZWorst Drawdowns

The table below shows the maximum drawdowns of the iShares U.S. Oil Equipment & Services 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. Oil Equipment & Services ETF is 92.52%, recorded on Mar 18, 2020. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-92.52%Jul 1, 20141439Mar 18, 2020
-39.98%Jul 25, 201150Oct 3, 2011624Mar 28, 2014674
-28.95%Apr 26, 201026Jun 1, 2010110Nov 4, 2010136
-13.9%Jan 11, 201020Feb 8, 201050Apr 21, 201070
-13.59%Apr 5, 201152Jun 17, 201124Jul 22, 201176
-7.5%Mar 4, 20119Mar 16, 20118Mar 28, 201117
-4.03%Nov 12, 20103Nov 16, 20102Nov 18, 20105
-3.81%Jan 4, 20113Jan 6, 20114Jan 12, 20117
-3.35%Feb 18, 20114Feb 24, 20111Feb 25, 20115
-3.18%Apr 3, 20147Apr 11, 20143Apr 16, 201410

IEZVolatility Chart

Current iShares U.S. Oil Equipment & Services ETF volatility is 20.06%. 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.


IEZ (iShares U.S. Oil Equipment & Services ETF)
Benchmark (S&P 500)

Portfolios with iShares U.S. Oil Equipment & Services ETF


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