iShares North American Natural Resources ETF (IGE)

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The chart shows the growth of an initial investment of $10,000 in iShares North American Natural Resources ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

iShares North American Natural Resources ETF (IGE) has returned 25.88% so far this year and 41.67% over the past 12 months. Over the last ten years, IGE has returned 11.20% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Nov 26, 2001, IGE's average daily return is +0.05%, while the average monthly return is +0.89%. At this rate, your investment would double in approximately 6.5 years.

Historically, 60% of months were positive and 40% were negative. The best month was Apr 2020 with a return of +27.0%, while the worst month was Mar 2020 at -30.5%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 8 months.

On a daily basis, IGE closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +16.5%, while the worst single day was Mar 9, 2020 at -18.0%.

iShares North American Natural Resources ETF has an annualized alpha of 2.39%, beta of 1.03, and R² of 0.53 versus S&P 500 Index. Calculated based on daily prices since November 27, 2001.

• This ETF generated an annualized alpha of 2.39% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 1.03 and R² of 0.53, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

IGE has an expense ratio of 0.39%, placing it in the medium range.

IGE ranks 87 for risk / return — in the top 87% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for iShares North American Natural Resources ETF (IGE) and compare them to a chosen benchmark (S&P 500 Index).

iShares North American Natural Resources ETF provided a 1.85% dividend yield over the last twelve months, with an annual payout of $1.16 per share.

The table displays the monthly dividend distributions for iShares North American Natural Resources ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the iShares North American Natural Resources 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 North American Natural Resources ETF was 67.55%, occurring on Mar 18, 2020. Recovery took 499 trading sessions.

The current iShares North American Natural Resources ETF drawdown is 0.57%.

The chart below shows the rolling one-month volatility.