(IAK) iShares U.S. Insurance - Performance 16.3% in 12m
IAK performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
90.18%
#3 in Peer-Group
Rel. Strength
66.87%
#2516 in Stock-Universe
Total Return 12m
16.28%
#26 in Peer-Group
Total Return 5y
159.65%
#5 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 138.10 USD |
| 52 Week Low | 110.00 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 10.69 |
| Buy/Sell Signal +-5 | -0.64 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: IAK (16.3%) vs XLF (22.9%)
5y Drawdown (Underwater) Chart
Top Performer in Financial
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| KBWP NASDAQ Invesco KBW Property |
-3.46% | 18% | 137% | - | - | - | - | - |
| IAK NYSE ARCA iShares U.S. Insurance |
-4.48% | 16.3% | 160% | - | - | - | - | - |
| KIE NYSE ARCA SPDR S&P Insurance |
-2.64% | 17.2% | 130% | - | - | - | - | - |
| EUFN NASDAQ iShares MSCI Europe |
-1.21% | 41.2% | 168% | - | - | - | - | - |
| IAI NYSE ARCA iShares U.S. Broker-Dealers |
1.44% | 37.5% | 179% | - | - | - | - | - |
| IXG NYSE ARCA iShares Global Financials |
-1.08% | 28.2% | 129% | - | - | - | - | - |
| XLF NYSE ARCA Financial Sector SPDR Fund |
-2.71% | 22.9% | 131% | - | - | - | - | - |
| BIZD NYSE ARCA VanEck BDC Income |
-0.19% | 5.35% | 124% | - | - | - | - | - |
Performance Comparison: IAK vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for IAK
| Total Return (including Dividends) | IAK | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -4.48% | -2.71% | 0.44% |
| 3 Months | -2.54% | 1.68% | 5.66% |
| 12 Months | 16.28% | 22.93% | 10.61% |
| 5 Years | 159.65% | 131.07% | 105.96% |
| Trend Score (consistency of price movement) | IAK | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -57.9% | -9% | 83% |
| 3 Months | 5.4% | 64.3% | 77.5% |
| 12 Months | 77.7% | 78.5% | 43.1% |
| 5 Years | 97.3% | 75.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #28 | -1.82% | -4.90% |
| 3 Month | #29 | -4.15% | -7.76% |
| 12 Month | #25 | -5.41% | 5.12% |
| 5 Years | #6 | 12.37% | 26.07% |
FAQs
Does iShares U.S. Insurance (IAK) outperform the market?
No,
over the last 12 months IAK made 16.28%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.93%.
Over the last 3 months IAK made -2.54%, while XLF made 1.68%.
Performance Comparison IAK vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
IAK vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.4% | -4.9% | 3.7% | 6% |
| US NASDAQ 100 | QQQ | -0.6% | -5.8% | 3.1% | 6% |
| German DAX 40 | DAX | 0.4% | -1.9% | -9.9% | -11% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.5% | -4.1% | 6% | 3% |
| Hongkong Hang Seng | HSI | -0% | -8.3% | -13.1% | -11% |
| India NIFTY 50 | INDA | 0.4% | -2.7% | 6.2% | 18% |
| Brasil Bovespa | EWZ | -3.1% | -6% | -19% | 6% |
IAK vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.3% | -6% | -0.5% | -8% |
| Consumer Discretionary | XLY | 0% | -1.4% | 13.7% | -1% |
| Consumer Staples | XLP | 0.4% | -2.2% | 4% | 10% |
| Energy | XLE | -3.2% | -8.9% | -1.2% | 16% |
| Financial | XLF | 0% | -1.8% | 0.4% | -7% |
| Health Care | XLV | 1.1% | -3.6% | 7.7% | 24% |
| Industrial | XLI | -0.3% | -3.1% | -2.1% | -1% |
| Materials | XLB | 0.1% | -4.2% | 2.3% | 17% |
| Real Estate | XLRE | -0.6% | -3.9% | 0% | 3% |
| Technology | XLK | -1.1% | -7.5% | 2% | 10% |
| Utilities | XLU | 0.1% | -2.1% | -2.5% | -3% |
| Aerospace & Defense | XAR | -0.5% | -8.8% | -14.7% | -25% |
| Biotech | XBI | 0.5% | -8.2% | 14.2% | 24% |
| Homebuilder | XHB | 2.2% | 2% | 16.7% | 25% |
| Retail | XRT | -0.4% | -4.5% | 10.3% | 14% |
IAK vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -11.1% | -24.6% | -7.05% | 13% |
| Natural Gas | UNG | -14% | -20% | -11.2% | 21% |
| Gold | GLD | -0.9% | -8.6% | -23.2% | -26% |
| Silver | SLV | -2.1% | -17.6% | -19.2% | -3% |
| Copper | CPER | -1.8% | -8.8% | -12.7% | 8% |
IAK vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -0.9% | -5.6% | 5.8% | 20% |
| iShares High Yield Corp. Bond | HYG | -1.4% | -5.2% | 1.9% | 7% |