ISHARES U.S. INSURANCE ETF
Symbol: IAK
Exchange: NYSE
Sector: Financial_Services
Category: Financial
Inception date: 01/05/2006
Latest date: 15/10/2026
Current price: $143.52
Expense ratio: 0.37%
Period performance
Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.
Performance metrics
Period total return
-0.99%
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
2.26%
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
9.16%
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
13.00%
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
14.76%
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
58.81%
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: 15/10/2025 - 15/10/2026.
Average daily return
0.054%
Best day
3.19%
Worst day
-3.228%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 15/10/2026 | $143.69 | $145.04 | $143.09 | $143.52 | 91,900 |
| 14/10/2026 | $140.66 | $142.13 | $139.09 | $142.08 | 57,100 |
| 13/10/2026 | $142.24 | $142.68 | $141.42 | $142.35 | 54,200 |
| 12/10/2026 | $140.48 | $142.02 | $140.31 | $141.70 | 81,000 |
| 09/10/2026 | $140.80 | $141.20 | $140.12 | $140.22 | 62,000 |
| 08/10/2026 | $138.14 | $141.56 | $138.14 | $141.14 | 46,200 |
| 07/10/2026 | $138.00 | $138.82 | $137.97 | $138.25 | 48,700 |
| 06/10/2026 | $137.93 | $139.40 | $137.93 | $138.43 | 64,300 |
| 05/10/2026 | $137.23 | $138.39 | $136.92 | $138.05 | 36,900 |
| 02/10/2026 | $137.27 | $137.56 | $136.53 | $137.33 | 69,300 |