iShares U.S. Basic Materials ETF (IYM)

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The chart shows the growth of an initial investment of $10,000 in iShares U.S. Basic Materials 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. Basic Materials ETF (IYM) has returned 14.57% so far this year and 32.51% over the past 12 months. Over the last ten years, IYM has returned 10.95% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jun 20, 2000, IYM's average daily return is +0.04%, while the average monthly return is +0.88%. At this rate, your investment would double in approximately 6.6 years.

Historically, 55% of months were positive and 45% were negative. The best month was Oct 2011 with a return of +19.4%, while the worst month was Oct 2008 at -25.7%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, IYM closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +12.9%, while the worst single day was Oct 15, 2008 at -13.5%.

iShares U.S. Basic Materials ETF has an annualized alpha of 3.16%, beta of 1.08, and R² of 0.66 versus S&P 500 Index. Calculated based on daily prices since June 21, 2000.

• This ETF captured 123.24% of S&P 500 Index gains and 109.11% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This ETF generated an annualized alpha of 3.16% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 1.08 and R² of 0.66, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

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

IYM ranks 77 for risk / return — better than 77% 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. Basic Materials ETF (IYM) and compare them to a chosen benchmark (S&P 500 Index).

iShares U.S. Basic Materials ETF provided a 1.32% dividend yield over the last twelve months, with an annual payout of $2.32 per share.

The table displays the monthly dividend distributions for iShares U.S. Basic Materials 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. Basic Materials 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. Basic Materials ETF was 67.78%, occurring on Nov 20, 2008. Recovery took 1281 trading sessions.

The current iShares U.S. Basic Materials ETF drawdown is 6.96%.

The chart below shows the rolling one-month volatility.