- ISIN
- US4642873743
- CUSIP
- 464287374
- Issuer
- iShares
- Inception Date
- Oct 22, 2001
- Region
- North America (U.S.)
- Category
- Energy Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- S&P North American Natural Resources Sector Index
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Multi-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $738M
Share Price Chart
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Performance
IGE Performance Chart
iShares North American Natural Resources ETF (IGE) is up 16.3% since the beginning of the year. IGE is currently trading at $58 per share. Investors who bought $1,000 worth of IGE shares 5 years ago would now be looking at an investment worth $2,163.
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Returns By Period
iShares North American Natural Resources ETF (IGE) has returned 16.30% so far this year and 31.04% over the past 12 months. Over the last ten years, IGE has returned 9.16% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
iShares North American Natural Resources ETF
- 1D
- 0.73%
- 1M
- -5.61%
- YTD
- 16.30%
- 6M
- 16.09%
- 1Y
- 31.04%
- 3Y*
- 18.81%
- 5Y*
- 16.68%
- 10Y*
- 9.16%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
IGE Monthly Returns History
Based on dividend-adjusted daily data since Nov 26, 2001, IGE's average daily return is +0.04%, while the average monthly return is +0.86%. At this rate, an investment would double in approximately 6.7 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 11.99% | 11.63% | 0.69% | -0.84% | -3.57% | -3.37% | 16.30% | ||||||
| 2025 | 2.75% | 1.33% | 2.76% | -8.29% | 2.37% | 4.27% | 1.88% | 6.44% | 2.86% | -2.81% | 5.10% | 0.91% | 20.41% |
| 2024 | -1.96% | 2.45% | 10.56% | -0.80% | 1.95% | -2.69% | 3.61% | -1.23% | -1.43% | 0.88% | 6.32% | -9.05% | 7.55% |
| 2023 | 4.95% | -7.41% | -0.08% | 1.76% | -8.63% | 7.25% | 7.37% | 0.53% | 0.02% | -4.05% | 1.92% | 0.89% | 3.12% |
| 2022 | 10.39% | 6.99% | 9.40% | -3.29% | 10.10% | -16.04% | 7.48% | 0.52% | -9.48% | 18.67% | 3.76% | -4.21% | 33.24% |
| 2021 | 1.25% | 13.06% | 4.30% | 3.45% | 7.08% | 0.18% | -5.32% | -1.11% | 4.05% | 8.89% | -4.53% | 3.90% | 39.42% |
Benchmark Metrics
iShares North American Natural Resources ETF has an annualized alpha of 1.48%, beta of 1.03, and R2 of 0.53 versus S&P 500 Index. Calculated based on daily prices since November 26, 2001.
- 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.
- Alpha
- 1.48%
- Beta
- 1.03
- R²
- 0.53
- Upside Capture
- 99.31%
- Downside Capture
- 99.76%
Expense Ratio
IGE has an expense ratio of 0.39%, placing it in the medium range.
Return for Risk
Risk / Return Rank
IGE ranks 61 for risk / return — better than 61% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares North American Natural Resources ETF (IGE) 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.
| IGE | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.14 | ||
| Sortino ratioReturn per unit of downside risk | -0.20 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.37 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 3.54 | 2.78 | +0.76 |
| Martin ratioReturn relative to average drawdown | 11.85 | 12.44 | -0.59 |
Dividends
Dividend History
iShares North American Natural Resources ETF provided a 2.05% dividend yield over the last twelve months, with an annual payout of $1.19 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.19 | $1.17 | $1.09 | $1.16 | $1.20 | $0.92 | $0.78 | $1.67 | $0.73 | $0.75 | $0.60 | $0.87 |
Dividend yield | 2.05% | 2.32% | 2.54% | 2.85% | 2.96% | 2.92% | 3.34% | 5.55% | 2.68% | 2.11% | 1.66% | 3.08% |
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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.29 | $0.53 | ||||||
| 2025 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.36 | $1.17 |
| 2024 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.27 | $1.09 |
| 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 | $1.16 |
| 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 | $1.20 |
| 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 | $0.92 |
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 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 8.13%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -67.55%Mar 2020 | 5y 8mo | 1y 11mo | 7y 8moJul 2014 - Mar 2022 |
Financial crisis2007–2009 | -61.54%Nov 2008 | 6mo 3d | 5y 6mo | 6y 23dMay 2008 - Jun 2014 |
Dot-com crash2000–2002 | -31.19%Oct 2002 | 6mo 9d | 1y 2mo | 1y 8moApr 2002 - Dec 2003 |
Bear market2022 | -25.72%Sep 2022 | 3mo 20d | 1y 5mo | 1y 9moJun 2022 - Mar 2024 |
2025 selloff2025 | -19.49%Apr 2025 | 4mo 14d | 4mo 21d | 9mo 5dNov 2024 - Aug 2025 |
Drawdown Indicators
| IGE | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.55% | -56.78% | -10.77% |
Max Drawdown (1Y)Largest decline over 1 year | -8.80% | -9.10% | +0.30% |
Max Drawdown (3Y)Largest decline over 3 years | -19.49% | -18.90% | -0.59% |
Max Drawdown (5Y)Largest decline over 5 years | -25.72% | -25.43% | -0.29% |
Max Drawdown (10Y)Largest decline over 10 years | -60.57% | -33.92% | -26.65% |
Current DrawdownCurrent decline from peak | -8.13% | -1.80% | -6.33% |
Average DrawdownAverage peak-to-trough decline | -18.87% | -10.71% | -8.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 2.03% | +0.61% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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