iShares U.S. Financials ETF (IYF)

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The chart shows the growth of an initial investment of $10,000 in iShares U.S. Financials 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. Financials ETF (IYF) has returned -8.29% so far this year and 5.91% over the past 12 months. Over the last decade, IYF has posted an annualized return of 12.58%, slightly higher than the S&P 500 Index benchmark’s 12.16%.

Based on dividend-adjusted daily data since May 26, 2000, IYF's average daily return is +0.04%, while the average monthly return is +0.62%. At this rate, your investment would double in approximately 9.3 years.

Historically, 59% of months were positive and 41% were negative. The best month was Apr 2009 with a return of +20.6%, while the worst month was Jan 2009 at -23.8%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, IYF closed higher 52% of trading days. The best single day was Mar 23, 2009 with a return of +15.7%, while the worst single day was May 30, 2000 at -21.4%.

iShares U.S. Financials ETF has an annualized alpha of -0.18%, beta of 1.16, and R² of 0.73 versus S&P 500 Index. Calculated based on daily prices since May 30, 2000.

• This ETF participated in 106.07% of S&P 500 Index downside but only 104.42% of its upside — more exposed to losses than it benefited from rallies.

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

IYF ranks 21 for risk / return — below 21% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

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

iShares U.S. Financials ETF provided a 1.62% dividend yield over the last twelve months, with an annual payout of $1.91 per share. The fund has been increasing its distributions for 4 consecutive years.

The table displays the monthly dividend distributions for iShares U.S. Financials 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. Financials 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. Financials ETF was 79.09%, occurring on Mar 6, 2009. Recovery took 1954 trading sessions.

The current iShares U.S. Financials ETF drawdown is 11.10%.

The chart below shows the rolling one-month volatility.