(IAK) iShares U.S. Insurance - Performance 19% in 12m
Compare IAK with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
91.20%
#4 in Group
Rel. Strength
76.78%
#1855 in Universe
Total Return 12m
19.03%
#8 in Group
Total Return 5y
175.32%
#2 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 (19%) vs XLF (19%)
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 |
|---|---|---|---|---|---|---|---|---|
| KIE NYSE ARCA SPDR S&P Insurance |
-4.05% | 19.5% | 141% | - | - | - | - | - |
| KBWP NASDAQ Invesco KBW Property |
-2.48% | 17.9% | 143% | - | - | - | - | - |
| IAK NYSE ARCA iShares U.S. Insurance |
-4.27% | 19% | 175% | - | - | - | - | - |
| EUFN NASDAQ iShares MSCI Europe |
-3.16% | 37.6% | 188% | - | - | - | - | - |
| BIZD NYSE ARCA VanEck BDC Income |
-7.67% | 2.51% | 161% | - | - | - | - | - |
| IAI NYSE ARCA iShares U.S. Broker-Dealers |
-5.57% | 21% | 153% | - | - | - | - | - |
| IXG NYSE ARCA iShares Global Financials |
-4.4% | 23% | 134% | - | - | - | - | - |
| XLF NYSE ARCA Financial Sector SPDR Fund |
-4.51% | 19% | 133% | - | - | - | - | - |
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 | -4.27% | -4.51% | -5.89% |
| 3 Months | 1.82% | -7.56% | -12.45% |
| 12 Months | 19.03% | 18.95% | 6.72% |
| 5 Years | 175.32% | 132.81% | 101.06% |
| Trend Score (consistency of price movement) | IAK | XLF | S&P 500 |
| 1 Month | -55.5% | -71.4% | -74.5% |
| 3 Months | 49.6% | -76.1% | -88.2% |
| 12 Months | 82.7% | 87.3% | 66.1% |
| 5 Years | 97.3% | 75.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #8 | 0.25% | 1.71% |
| 3 Month | #4 | 10.2% | 16.3% |
| 12 Month | #10 | 0.07% | 11.5% |
| 5 Years | #4 | 18.3% | 36.9% |
FAQs
Does IAK iShares U.S. Insurance outperforms the market?
Yes,
over the last 12 months IAK made 19.03%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 18.95%.
Over the last 3 months IAK made 1.82%, while XLF made -7.56%.
Over the last 3 months IAK made 1.82%, while XLF made -7.56%.
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 | 1.68% | 1.62% | 7.59% | 12.3% |
| US NASDAQ 100 | QQQ | 2.54% | 2.01% | 8.12% | 13.5% |
| US Dow Jones Industrial 30 | DIA | 2.85% | 1.55% | 7.05% | 13.7% |
| German DAX 40 | DAX | -3.68% | 5.13% | -9.47% | 0.82% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.97% | 3.23% | 5.31% | 13.1% |
| Hongkong Hang Seng | HSI | -2.61% | 5.55% | 6.07% | 2.81% |
| India NIFTY 50 | INDA | -2.69% | -9.04% | 5.14% | 16.0% |
| Brasil Bovespa | EWZ | -1.88% | 0.81% | 4.64% | 28.5% |
IAK vs. Sectors IAK is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.43% | 1.39% | -1.22% | 5.49% |
| Consumer Discretionary | XLY | 2.55% | -0.35% | 4.85% | 9.81% |
| Consumer Staples | XLP | -1.62% | -7.47% | -2.63% | 5.09% |
| Energy | XLE | -3.04% | 5.81% | 6.53% | 29.3% |
| Financial | XLF | 0.31% | 0.24% | -0.53% | 0.08% |
| Health Care | XLV | 1.28% | 3.10% | 8.99% | 19.6% |
| Industrial | XLI | 0.56% | 0.43% | 7.51% | 13.7% |
| Materials | XLB | -0.04% | 2.38% | 14.7% | 26.6% |
| Real Estate | XLRE | -3.66% | -1.38% | 6.24% | 1.92% |
| Technology | XLK | 3.04% | 4.66% | 14.4% | 20.2% |
| Utilities | XLU | -1.63% | -3.85% | 1.85% | -5.34% |
| Aerospace & Defense | XAR | -0.01% | -4.31% | -2.17% | -5.13% |
| Biotech | XBI | -1.88% | 7.61% | 22.1% | 27.9% |
| Homebuilder | XHB | 0.73% | 2.57% | 25.5% | 28.1% |
| Retail | XRT | -0.02% | -2.16% | 12.3% | 23.4% |