ISHARES U.S. REGIONAL BANKS ETF
Symbol: IAT
Exchange: NYSE
Sector: Financial_Services
Category: Financial
Inception date: 01/05/2006
Latest date: 16/07/2026
Current price: $65.21
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
8.29%
Ann. -29.12% (Sharpe / Sortino numerator)
Volatility
20.22%
Sharpe ratio
-1.620
VaR 95%
-1.81%
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. -7.57% (Sharpe / Sortino numerator)
Volatility
25.17%
Sharpe ratio
-0.445
VaR 95%
-2.48%
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
15.21%
Ann. 13.34% (Sharpe / Sortino numerator)
Volatility
24.11%
Sharpe ratio
0.403
VaR 95%
-2.44%
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
31.32%
Ann. 19.47% (Sharpe / Sortino numerator)
Volatility
27.56%
Sharpe ratio
0.575
VaR 95%
-2.35%
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
49.93%
Ann. 17.61% (Sharpe / Sortino numerator)
Volatility
26.13%
Sharpe ratio
0.535
VaR 95%
-2.28%
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
100.28%
Ann. 19.19% (Sharpe / Sortino numerator)
Volatility
27.74%
Sharpe ratio
0.561
VaR 95%
-2.61%
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
0.118%
Best day
4.229%
Worst day
-4.893%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 16/07/2026 | $63.97 | $65.32 | $63.97 | $65.21 | 203,600 |
| 15/07/2026 | $63.30 | $64.13 | $63.25 | $63.93 | 244,100 |
| 14/07/2026 | $63.28 | $64.08 | $62.87 | $63.20 | 241,100 |
| 13/07/2026 | $63.51 | $63.62 | $62.84 | $63.36 | 136,700 |
| 10/07/2026 | $63.19 | $63.48 | $62.88 | $63.31 | 122,600 |
| 09/07/2026 | $61.85 | $63.01 | $61.85 | $62.80 | 247,600 |
| 08/07/2026 | $62.89 | $62.89 | $61.33 | $61.68 | 393,300 |
| 07/07/2026 | $63.73 | $63.92 | $63.46 | $63.48 | 75,000 |
| 06/07/2026 | $62.67 | $63.55 | $62.67 | $63.49 | 64,300 |
| 02/07/2026 | $63.63 | $63.90 | $62.28 | $62.75 | 162,200 |