ISHARES U.S. REGIONAL BANKS ETF
Symbol: IAT
Exchange: NYSE
Sector: Financial_Services
Category: Financial
Inception date: 01/05/2006
Latest date: 15/10/2026
Current price: $57.19
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
-6.99%
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
-9.93%
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
0.41%
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
17.39%
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
22.13%
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
89.17%
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: 15/10/2025 - 15/10/2026.
Average daily return
0.073%
Best day
3.634%
Worst day
-4.893%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 15/10/2026 | $56.27 | $57.47 | $56.21 | $57.19 | 302,400 |
| 14/10/2026 | $56.12 | $56.44 | $55.75 | $56.44 | 213,300 |
| 13/10/2026 | $57.73 | $57.94 | $56.54 | $56.84 | 384,500 |
| 12/10/2026 | $57.15 | $57.60 | $57.01 | $57.37 | 406,900 |
| 09/10/2026 | $57.04 | $57.12 | $56.62 | $56.95 | 171,600 |
| 08/10/2026 | $56.15 | $57.16 | $55.92 | $57.14 | 272,000 |
| 07/10/2026 | $56.93 | $56.93 | $56.13 | $56.46 | 321,300 |
| 06/10/2026 | $57.57 | $57.93 | $57.16 | $57.38 | 124,900 |
| 05/10/2026 | $57.62 | $57.90 | $57.18 | $57.49 | 264,200 |
| 02/10/2026 | $57.40 | $57.88 | $57.26 | $57.59 | 232,800 |