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
US4642873743
464287374
Oct 26, 2001
North America (U.S.)
1x
S&P North American Natural Resources Sector Index
Multi-Cap
Blend
Share Price Chart
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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 15.50% year-to-date (YTD) and 20.04% in the last 12 months. Over the past 10 years, iShares North American Natural Resources ETF had an annualized return of 4.02%, while the S&P 500 had an annualized return of 11.11%, indicating that iShares North American Natural Resources ETF did not perform as well as the benchmark.
IGE
15.50%
2.01%
1.52%
20.04%
13.46%
4.02%
^GSPC (Benchmark)
23.08%
0.10%
10.70%
30.05%
13.52%
11.11%
Monthly Returns
The table below presents the monthly returns of IGE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -1.96% | 2.45% | 10.56% | -0.80% | 1.95% | -2.69% | 3.61% | -1.23% | -1.43% | 0.88% | 15.50% | ||
| 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% |
| 2020 | -8.34% | -12.25% | -30.46% | 27.00% | 2.41% | 1.02% | 1.11% | 0.91% | -9.57% | -2.42% | 16.98% | 3.92% | -19.58% |
| 2019 | 12.80% | 1.21% | 1.63% | 0.35% | -9.53% | 8.53% | -2.31% | -5.27% | 3.05% | -1.34% | 1.64% | 7.10% | 17.09% |
| 2018 | 2.26% | -9.88% | 1.78% | 7.67% | 3.03% | 0.84% | 1.00% | -3.89% | 0.67% | -11.99% | -2.03% | -11.36% | -21.64% |
| 2017 | -0.75% | -3.00% | -0.61% | -3.03% | -3.73% | -0.58% | 3.47% | -3.94% | 7.92% | -1.40% | 1.54% | 5.66% | 0.76% |
| 2016 | -4.80% | 0.22% | 11.24% | 11.40% | -2.63% | 3.47% | 0.21% | 0.15% | 3.77% | -3.40% | 7.78% | 0.64% | 30.01% |
| 2015 | -3.84% | 4.97% | -2.51% | 7.57% | -5.40% | -4.60% | -9.01% | -3.67% | -8.14% | 11.05% | -1.02% | -10.84% | -24.62% |
| 2014 | -4.72% | 5.73% | 1.73% | 4.60% | 1.23% | 6.78% | -3.82% | 2.54% | -8.84% | -5.47% | -8.01% | -0.96% | -10.29% |
| 2013 | 5.61% | -1.22% | 2.24% | -3.39% | 2.18% | -4.04% | 6.06% | 0.12% | 2.33% | 4.25% | -1.25% | 2.19% | 15.49% |
Expense Ratio
IGE features an expense ratio of 0.46%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IGE is 40, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares North American Natural Resources ETF (IGE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares North American Natural Resources ETF provided a 2.46% dividend yield over the last twelve months, with an annual payout of $1.13 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.13 | $1.16 | $1.20 | $0.92 | $0.78 | $1.67 | $0.73 | $0.75 | $0.60 | $0.87 | $0.70 | $0.65 |
Dividend yield | 2.46% | 2.85% | 2.95% | 2.92% | 3.34% | 5.55% | 2.68% | 2.11% | 1.66% | 3.07% | 1.83% | 1.50% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.82 | |
| 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 |
| 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 | $0.78 |
| 2019 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $1.08 | $1.67 |
| 2018 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.24 | $0.73 |
| 2017 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.17 | $0.75 |
| 2016 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.17 | $0.60 |
| 2015 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.34 | $0.87 |
| 2014 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.23 | $0.70 |
| 2013 | $0.13 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.20 | $0.65 |
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.
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.
The current iShares North American Natural Resources ETF drawdown is 0.75%.
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 3.82%, 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.