iShares U.S. Energy ETF (IYE)

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The chart shows the growth of an initial investment of $10,000 in iShares U.S. Energy 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 U.S. Energy ETF (IYE) has returned 36.96% so far this year and 34.94% over the past 12 months. Over the last ten years, IYE has returned 10.34% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jun 16, 2000, IYE's average daily return is +0.05%, while the average monthly return is +0.88%. At this rate, your investment would double in approximately 6.6 years.

Historically, 56% of months were positive and 44% were negative. The best month was Apr 2020 with a return of +30.9%, while the worst month was Mar 2020 at -35.9%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 8 months.

On a daily basis, IYE closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +24.4%, while the worst single day was Mar 9, 2020 at -20.7%.

iShares U.S. Energy ETF has an annualized alpha of 3.97%, beta of 1.00, and R² of 0.45 versus S&P 500 Index. Calculated based on daily prices since June 19, 2000.

• This ETF captured 103.57% of S&P 500 Index gains but only 95.84% of its losses — a favorable profile for investors.
• R² of 0.45 means the benchmark explains less than half of this ETF's behavior — treat beta with caution or consider switching to a more representative benchmark.

IYE has an expense ratio of 0.42%, placing it in the medium range.

IYE ranks 69 for risk / return — better than 69% 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.

The table below present risk-adjusted performance metrics for iShares U.S. Energy ETF (IYE) and compare them to a chosen benchmark (S&P 500 Index).

iShares U.S. Energy ETF provided a 2.05% dividend yield over the last twelve months, with an annual payout of $1.33 per share.

The table displays the monthly dividend distributions for iShares U.S. Energy 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 U.S. Energy 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 U.S. Energy ETF was 73.74%, occurring on Mar 18, 2020. Recovery took 539 trading sessions.

The current iShares U.S. Energy ETF drawdown is 2.16%.

The chart below shows the rolling one-month volatility.