IAK ETF Analysis: U.S. Insurance | NYSE

Financial | NYSE, USA | Market Cap: 368m USD | 12M Return: 16.8% | Charts, Fundamentals & Technical Analysis

Life Insurance, Property Insurance, Casualty Insurance, Reinsurance
Total Rating 69
Safety 77
Buy Signal 0.57
Financial
Category Rotation: -2.6
TER: 0.40%
AUM: 368M
Avg Turnover: 17.2M
Risk 3d forecast
Volatility18.3%
VaR 5th Pctl3.31%
VaR vs Median0.37%
Reward TTM
Sharpe Ratio0.80
Rel. Str. IBD59.3
Rel. Str. Peer Group67.6
Character TTM
Beta0.227
Beta Downside0.126
Hurst Exponent0.527
Drawdowns 3y
Max DD11.58%
CAGR/Max DD1.72
CAGR/Mean DD6.88

Warnings

No concerns identified

Tailwinds

Idiosyncratic Leader

Seasonality 10.5 years of data

Jan -0.9% 25
Feb +1.2% 15
Mar -1.7% 26
Apr +0.6% 0
May -0.2% 0
Jun -0.7% 2
Jul +1.3% 19
Aug -0.2% 2
Sep -0.9% 25
Oct -0.3% 5
Nov +2.1% 37
Dec -1.9% 38

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 July 22, 2026, the stock is trading at USD 145.68 with a total of 76,921 shares traded. Over the past week, the price has changed by +0.22%, over one month by +7.47%, over three months by +9.41% and over the past year by +16.81%.

Current recommended Stop Loss: 142.60 (which is 2.1% or 1.3 ATR below the current price).

Is IAK a buy, sell or hold?

U.S. Insurance has no consensus analysts rating.