iShares North American Natural Resources ETF (IGE)
IGE is a passive ETF by iShares tracking the investment results of the S&P North American Natural Resources Sector Index. IGE launched on Oct 26, 2001 and has a 0.46% expense ratio.
ETF Info
ISIN | US4642873743 |
---|---|
CUSIP | 464287374 |
Issuer | iShares |
Inception Date | Oct 26, 2001 |
Region | North America (U.S.) |
Category | Large Cap Blend Equities |
Index Tracked | S&P North American Natural Resources Sector Index |
Home Page | www.ishares.com |
Asset Class | Equity |
Asset Class Size | Multi-Cap |
Asset Class Style | Blend |
Expense Ratio
The iShares North American Natural Resources ETF has a high expense ratio of 0.46%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
Performance
Performance Chart
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.
Returns By Period
iShares North American Natural Resources ETF had a return of 9.81% year-to-date (YTD) and 19.50% in the last 12 months. Over the past 10 years, iShares North American Natural Resources ETF had an annualized return of 3.00%, while the S&P 500 had an annualized return of 10.96%, indicating that iShares North American Natural Resources ETF did not perform as well as the benchmark.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 9.81% | 10.04% |
1 month | 9.73% | 3.53% |
6 months | 6.98% | 22.79% |
1 year | 19.50% | 32.16% |
5 years (annualized) | 11.32% | 13.15% |
10 years (annualized) | 3.00% | 10.96% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -1.96% | 2.45% | ||||||||||
2023 | 0.53% | 0.02% | -4.05% | 1.92% | 0.89% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
This table presents risk-adjusted performance metrics for iShares North American Natural Resources ETF (IGE) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
iShares North American Natural Resources ETF | 1.20 | ||||
S&P 500 | 2.76 |
Dividends
Dividend History
iShares North American Natural Resources ETF granted a 2.46% dividend yield in the last twelve months. The annual payout for that period amounted to $1.09 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $1.09 | $1.16 | $1.20 | $0.92 | $0.78 | $1.65 | $0.71 | $0.73 | $0.58 | $0.84 | $0.68 | $0.63 |
Dividend yield | 2.46% | 2.85% | 2.96% | 2.92% | 3.34% | 5.50% | 2.61% | 2.05% | 1.61% | 2.99% | 1.78% | 1.46% |
Monthly Dividends
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.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | ||||||||||
2023 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.32 |
2022 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.33 |
2021 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.24 |
2020 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.20 |
2019 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $1.08 |
2018 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.23 |
2017 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.17 |
2016 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.16 |
2015 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.33 |
2014 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.22 |
2013 | $0.13 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.20 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
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 67.73%, occurring on Mar 18, 2020. Recovery took 506 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-67.73% | Jun 24, 2014 | 1444 | Mar 18, 2020 | 506 | Mar 21, 2022 | 1950 |
-61.55% | May 21, 2008 | 129 | Nov 20, 2008 | 1398 | Jun 13, 2014 | 1527 |
-31.47% | Apr 3, 2002 | 122 | Oct 9, 2002 | 301 | Dec 18, 2003 | 423 |
-25.72% | Jun 8, 2022 | 76 | Sep 26, 2022 | 367 | Mar 13, 2024 | 443 |
-18.06% | May 11, 2006 | 23 | Jun 13, 2006 | 199 | Mar 29, 2007 | 222 |
Volatility
Volatility Chart
The current iShares North American Natural Resources ETF volatility is 2.82%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.