ISHARES U.S. INSURANCE ETF
Symbol: IAK
Exchange: NYSE
Sector: Financial_Services
Category: Financial
Inception date: 01/05/2006
Latest date: 16/07/2026
Current price: $142.98
Expense ratio: 0.38%
Period performance
Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.
Performance metrics
Period total return
5.26%
Ann. -44.15% (Sharpe / Sortino numerator)
Volatility
13.83%
Sharpe ratio
-3.456
VaR 95%
-1.70%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
8.35%
Ann. -18.35% (Sharpe / Sortino numerator)
Volatility
14.98%
Sharpe ratio
-1.467
VaR 95%
-1.71%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
11.86%
Ann. -6.35% (Sharpe / Sortino numerator)
Volatility
14.92%
Sharpe ratio
-0.669
VaR 95%
-1.52%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
14.53%
Ann. -6.19% (Sharpe / Sortino numerator)
Volatility
18.86%
Sharpe ratio
-0.521
VaR 95%
-1.82%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
26.96%
Ann. 6.65% (Sharpe / Sortino numerator)
Volatility
17.73%
Sharpe ratio
0.170
VaR 95%
-1.73%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Period total return
72.54%
Ann. 16.26% (Sharpe / Sortino numerator)
Volatility
16.48%
Sharpe ratio
0.767
VaR 95%
-1.55%
The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.
Daily returns for period 12M
Daily simple returns from the same adjusted closes used by the performance chart: 16/07/2025 - 16/07/2026.
Average daily return
0.059%
Best day
3.19%
Worst day
-3.228%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 16/07/2026 | $141.01 | $143.08 | $141.01 | $142.98 | 108,000 |
| 15/07/2026 | $142.53 | $142.66 | $140.35 | $140.84 | 690,800 |
| 14/07/2026 | $146.98 | $147.52 | $145.26 | $145.36 | 57,100 |
| 13/07/2026 | $146.78 | $147.93 | $146.30 | $147.93 | 66,100 |
| 10/07/2026 | $145.78 | $145.99 | $144.80 | $145.86 | 95,300 |
| 09/07/2026 | $146.42 | $146.82 | $145.03 | $145.40 | 177,500 |
| 08/07/2026 | $147.94 | $148.01 | $146.13 | $146.19 | 76,800 |
| 07/07/2026 | $147.51 | $150.18 | $147.51 | $147.98 | 286,800 |
| 06/07/2026 | $146.99 | $147.07 | $145.87 | $146.76 | 133,400 |
| 02/07/2026 | $144.12 | $147.26 | $143.00 | $147.25 | 157,800 |