(IAK) iShares U.S. Insurance - Performance 20.7% in 12m
Compare IAK with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
90.78%
#2 in Group
Rel. Strength
75.50%
#1956 in Universe
Total Return 12m
20.69%
#15 in Group
Total Return 5y
193.45%
#1 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: IAK (20.7%) vs XLF (22.7%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
|---|---|---|---|---|---|---|---|---|
| IAK NYSE ARCA iShares U.S. Insurance |
-3.9% | 20.7% | 193% | - | - | - | - | - |
| KIE NYSE ARCA SPDR S&P Insurance |
-5.5% | 19.7% | 149% | - | - | - | - | - |
| KBWP NASDAQ Invesco KBW Property |
-3.83% | 18.9% | 165% | - | - | - | - | - |
| EUFN NASDAQ iShares MSCI Europe |
4.91% | 41.6% | 190% | - | - | - | - | - |
| IXG NYSE ARCA iShares Global Financials |
0.05% | 26.8% | 144% | - | - | - | - | - |
| BIZD NYSE ARCA VanEck BDC Income |
-6.74% | 1.87% | 157% | - | - | - | - | - |
| IAI NYSE ARCA iShares U.S. Broker-Dealers |
0.54% | 28% | 174% | - | - | - | - | - |
| XLF NYSE ARCA Financial Sector SPDR Fund |
-2.11% | 22.7% | 145% | - | - | - | - | - |
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 | -3.90% | -2.11% | -0.87% |
| 3 Months | 3.34% | -4.92% | -7.58% |
| 12 Months | 20.69% | 22.69% | 11.88% |
| 5 Years | 193.45% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | IAK | XLF | S&P 500 |
| 1 Month | 9.0% | 27.8% | 23% |
| 3 Months | 26.2% | -81% | -88.5% |
| 12 Months | 80.7% | 83.7% | 55.1% |
| 5 Years | 97.3% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #20 | -1.83% | -3.06% |
| 3 Month | #4 | 8.69% | 11.8% |
| 12 Month | #15 | -1.63% | 7.88% |
| 5 Years | #2 | 19.8% | 39.5% |
FAQs
Does IAK iShares U.S. Insurance outperforms the market?
No,
over the last 12 months IAK made 20.69%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months IAK made 3.34%, while XLF made -4.92%.
Over the last 3 months IAK made 3.34%, while XLF made -4.92%.
Performance Comparison IAK vs Indeces and Sectors
IAK vs. Indices IAK is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.92% | -3.03% | 7.98% | 8.81% |
| US NASDAQ 100 | QQQ | -2.95% | -5.30% | 7.55% | 8.02% |
| US Dow Jones Industrial 30 | DIA | -0.98% | -0.72% | 8.07% | 11.5% |
| German DAX 40 | DAX | -0.69% | -5.22% | -11.5% | -3.99% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.04% | -1.08% | 11.0% | 14.7% |
| Hongkong Hang Seng | HSI | -0.93% | -3.96% | 6.06% | 6.80% |
| India NIFTY 50 | INDA | 0.92% | -7.96% | 7.69% | 17.6% |
| Brasil Bovespa | EWZ | -1.12% | -8.50% | 4.28% | 26.5% |
IAK vs. Sectors IAK is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.17% | -2.85% | 1.85% | -3.27% |
| Consumer Discretionary | XLY | -2.0% | -3.80% | 5.47% | 7.37% |
| Consumer Staples | XLP | 1.58% | -4.10% | 2.67% | 9.49% |
| Energy | XLE | 2.56% | 9.96% | 13.8% | 31.8% |
| Financial | XLF | -0.53% | -1.79% | 0.38% | -2.0% |
| Health Care | XLV | -1.84% | -0.11% | 9.67% | 19.0% |
| Industrial | XLI | -2.34% | -4.01% | 7.27% | 11.1% |
| Materials | XLB | -1.31% | -1.47% | 15.4% | 24.2% |
| Real Estate | XLRE | -0.40% | -2.59% | 8.87% | 2.60% |
| Technology | XLK | -4.37% | -5.59% | 11.3% | 13.0% |
| Utilities | XLU | 0.92% | -3.96% | 5.86% | -1.14% |
| Aerospace & Defense | XAR | -2.87% | -10.3% | -5.55% | -5.88% |
| Biotech | XBI | -3.22% | -6.18% | 20.6% | 22.5% |
| Homebuilder | XHB | -1.23% | -1.63% | 22.8% | 27.7% |
| Retail | XRT | -0.35% | -3.34% | 13.6% | 23.4% |