IAK ETF Analysis: U.S. Insurance | NYSE

Financial | NYSE, USA | Market Cap: 468m USD | 12M Return: 11.4% | US4642887867 | Charts, Fundamentals & Technical Analysis

Life Insurance, Property Insurance, Casualty Insurance, Reinsurance
Total Rating 63
Safety 55
Buy Signal 0.29
Financial
Category Rotation: -1.1
TER: 0.40%
AUM: 468M
Avg Turnover: 10.5M
Risk 3d forecast
Volatility15.8%
VaR 5th Pctl2.85%
VaR vs Median0.47%
Reward TTM
Sharpe Ratio0.49
Rel. Str. IBD54.9
Rel. Str. Peer Group83.3
Character TTM
Beta0.034
Beta Downside-0.078
Hurst Exponent0.502
Drawdowns 3y
Max DD11.58%
CAGR/Max DD1.51
CAGR/Mean DD5.77

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 11.6 years of data

Jan -1.1% 27
Feb +1.2% 8
Mar -1.4% 18
Apr -0.2% 7
May +0.2% 7
Jun -2.6% 9
Jul +1.4% 32
Aug +0.0% 0
Sep -1.2% 31
Oct -0.3% 11
Nov +3.0% 45
Dec -1.4% 28

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: IAK U.S. Insurance

The iShares U.S. Insurance ETF (IAK) is a passively managed exchange-traded fund that seeks to track the performance of its underlying U.S. insurance industry index. Under its 80/20 policy, the fund invests at least 80% of its assets in the component securities of the index, while the remaining up to 20% may be allocated to futures, options, swap contracts, cash equivalents, and certain non-index securities that BFA (BlackRock Fund Advisors) believes will help the fund track its benchmark. The fund is structured as non-diversified, meaning it may concentrate its holdings in a relatively small number of issuers within the insurance sector, including property and casualty, life, and reinsurance companies. As a sector-specific ETF, IAK offers investors targeted exposure to the U.S. insurance industry rather than broad market diversification.

Headlines to Watch Out For
  • Treasury yields rise boosting insurer investment income
  • Hurricane season losses pressure property casualty underwriting margins
  • Hard market pricing continues driving P&C premium growth
What is the price of IAK shares?

As of September 20, 2026, the stock is trading at USD 142.70 with a total of 43,886 shares traded. Over the past week, the price has changed by -0.57%, over one month by -1.24%, over three months by +6.55% and over the past year by +11.39%.

Current recommended Stop Loss: 140.20 (which is 1.8% or 1.3 ATR below the current price).

Is IAK a buy, sell or hold?

U.S. Insurance has no consensus analysts rating.