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iShares U.S. Energy ETF

IYE
ETF · Currency in USD
ISIN
US4642877967
CUSIP
464287796
Issuer
iShares
Inception Date
Jun 12, 2000
Region
North America (U.S.)
Category
Energy Equities
Expense Ratio
0.42%
Index Tracked
Dow Jones U.S. Oil & Gas Index
ETF Home Page
www.ishares.com
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Value

IYEPrice Chart


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IYEPerformance

The chart shows the growth of $10,000 invested in iShares U.S. Energy ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $12,759 for a total return of roughly 27.59%. All prices are adjusted for splits and dividends.


IYE (iShares U.S. Energy ETF)
Benchmark (S&P 500)

IYEReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M22.02%
6M26.92%
YTD58.85%
1Y106.66%
5Y-0.18%
10Y0.67%

IYEMonthly Returns Heatmap


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IYESharpe 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. Energy ETF Sharpe ratio is 2.76. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


IYE (iShares U.S. Energy ETF)
Benchmark (S&P 500)

IYEDividends

iShares U.S. Energy ETF granted a 2.63% dividend yield in the last twelve months, as of Oct 23, 2021. The annual payout for that period amounted to $0.83 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$0.83$0.96$2.12$0.98$1.06$0.88$1.15$0.92$0.78$0.68$0.56$0.50

Dividend yield

2.63%4.75%6.60%3.15%2.66%2.11%3.39%2.05%1.54%1.67%1.40%1.28%

IYEDrawdowns Chart

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


IYE (iShares U.S. Energy ETF)
Benchmark (S&P 500)

IYEWorst Drawdowns

The table below shows the maximum drawdowns of the iShares U.S. Energy 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. Energy ETF is 73.74%, recorded on Mar 18, 2020. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-73.74%Jun 24, 20141444Mar 18, 2020
-28.44%May 2, 2011108Oct 3, 2011339Feb 8, 2013447
-20.19%Apr 26, 201049Jul 2, 201087Nov 4, 2010136
-10.56%Jan 11, 201020Feb 8, 201046Apr 15, 201066
-8.1%Jan 2, 201424Feb 5, 201435Mar 27, 201459
-7.1%May 21, 201324Jun 24, 201318Jul 19, 201342
-6.78%Mar 15, 201323Apr 17, 201313May 6, 201336
-6.62%Mar 4, 20119Mar 16, 20119Mar 29, 201118
-5.32%Apr 6, 20115Apr 12, 201112Apr 29, 201117
-4.93%Jul 22, 201323Aug 21, 201314Sep 11, 201337

IYEVolatility Chart

Current iShares U.S. Energy ETF volatility is 13.44%. 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.


IYE (iShares U.S. Energy ETF)
Benchmark (S&P 500)

Portfolios with iShares U.S. Energy ETF


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