(IAT) iShares U.S. Regional - Performance 8.1% in 12m
Compare IAT with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
30.10%
#34 in Group
Rel. Strength
63.74%
#2897 in Universe
Total Return 12m
8.14%
#29 in Group
Total Return 5y
59.06%
#30 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: IAT (8.1%) 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: IAT vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for IAT
| Total Return (including Dividends) | IAT | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -9.63% | -4.51% | -5.89% |
| 3 Months | -21.46% | -7.56% | -12.45% |
| 12 Months | 8.14% | 18.95% | 6.72% |
| 5 Years | 59.06% | 132.81% | 101.06% |
| Trend Score (consistency of price movement) | IAT | XLF | S&P 500 |
| 1 Month | -72.6% | -71.4% | -74.5% |
| 3 Months | -92.1% | -76.1% | -88.2% |
| 12 Months | 60.5% | 87.3% | 66.1% |
| 5 Years | 6.10% | 75.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #31 | -5.36% | -3.98% |
| 3 Month | #34 | -15.0% | -10.3% |
| 12 Month | #29 | -9.09% | 1.33% |
| 5 Years | #34 | -31.7% | -20.9% |
FAQs
Does IAT iShares U.S. Regional outperforms the market?
No,
over the last 12 months IAT made 8.14%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 18.95%.
Over the last 3 months IAT made -21.46%, while XLF made -7.56%.
Over the last 3 months IAT made -21.46%, while XLF made -7.56%.
Performance Comparison IAT vs Indeces and Sectors
IAT vs. Indices IAT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 4.25% | -3.74% | -6.50% | 1.42% |
| US NASDAQ 100 | QQQ | 5.11% | -3.35% | -5.97% | 2.61% |
| US Dow Jones Industrial 30 | DIA | 5.42% | -3.81% | -7.04% | 2.83% |
| German DAX 40 | DAX | -1.11% | -0.23% | -23.6% | -10.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.54% | -2.13% | -8.78% | 2.25% |
| Hongkong Hang Seng | HSI | -0.04% | 0.19% | -8.02% | -8.08% |
| India NIFTY 50 | INDA | -0.12% | -14.4% | -8.95% | 5.07% |
| Brasil Bovespa | EWZ | 0.69% | -4.55% | -9.45% | 17.6% |
IAT vs. Sectors IAT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.0% | -3.97% | -15.3% | -5.40% |
| Consumer Discretionary | XLY | 5.12% | -5.71% | -9.24% | -1.08% |
| Consumer Staples | XLP | 0.95% | -12.8% | -16.7% | -5.80% |
| Energy | XLE | -0.47% | 0.45% | -7.56% | 18.4% |
| Financial | XLF | 2.88% | -5.12% | -14.6% | -10.8% |
| Health Care | XLV | 3.85% | -2.26% | -5.10% | 8.68% |
| Industrial | XLI | 3.13% | -4.93% | -6.58% | 2.78% |
| Materials | XLB | 2.53% | -2.98% | 0.58% | 15.7% |
| Real Estate | XLRE | -1.09% | -6.74% | -7.85% | -8.97% |
| Technology | XLK | 5.61% | -0.70% | 0.31% | 9.35% |
| Utilities | XLU | 0.94% | -9.21% | -12.2% | -16.2% |
| Aerospace & Defense | XAR | 2.56% | -9.67% | -16.3% | -16.0% |
| Biotech | XBI | 0.69% | 2.25% | 8.05% | 17.1% |
| Homebuilder | XHB | 3.30% | -2.79% | 11.4% | 17.3% |
| Retail | XRT | 2.55% | -7.52% | -1.83% | 12.5% |