Summary
IYM
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 39.89% Volatility 22.39% Sharpe 1.33
Official loaded data — not a live quote.

ISHARES U.S. BASIC MATERIALS ETF

Symbol: IYM

Exchange: NYSE

Sector: Basic_Materials

Category: Natural Resources

Inception date: 12/06/2000

Latest date: 02/06/2026

Current price: $187.48

Expense ratio: 0.38%

Assets under management
$1.5B
1.59% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

4.72%

Ann. -45.84% (Sharpe / Sortino numerator)

Volatility

25.69%

Sharpe ratio

-1.925

VaR 95%

-2.28%

CVaR 95%: -2.81%
Max drawdown: -10.68%
Sortino ratio: -3.245
Calmar ratio: -4.29

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

-0.85%

Ann. 71.10% (Sharpe / Sortino numerator)

Volatility

23.17%

Sharpe ratio

2.912

VaR 95%

-2.34%

CVaR 95%: -3.00%
Max drawdown: -13.61%
Sortino ratio: 3.925
Calmar ratio: 5.22

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

27.28%

Ann. 45.60% (Sharpe / Sortino numerator)

Volatility

21.13%

Sharpe ratio

1.987

VaR 95%

-2.25%

CVaR 95%: -2.72%
Max drawdown: -13.61%
Sortino ratio: 2.978
Calmar ratio: 3.35

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

39.89%

Ann. 33.35% (Sharpe / Sortino numerator)

Volatility

22.39%

Sharpe ratio

1.328

VaR 95%

-2.10%

CVaR 95%: -3.20%
Max drawdown: -13.61%
Sortino ratio: 1.788
Calmar ratio: 2.45

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

33.05%

Ann. 11.71% (Sharpe / Sortino numerator)

Volatility

19.07%

Sharpe ratio

0.424

VaR 95%

-1.90%

CVaR 95%: -2.71%
Max drawdown: -23.62%
Sortino ratio: 0.594
Calmar ratio: 0.50

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

55.39%

Ann. 12.26% (Sharpe / Sortino numerator)

Volatility

17.97%

Sharpe ratio

0.480

VaR 95%

-1.77%

CVaR 95%: -2.52%
Max drawdown: -23.62%
Sortino ratio: 0.691
Calmar ratio: 0.52

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.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 02/06/2025 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.141%

Best day

3.321%

08/04/2026
Worst day

-3.281%

03/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $184.54 $187.75 $184.54 $187.48 68,400
01/06/2026 $182.65 $184.75 $181.29 $184.25 151,200
29/05/2026 $184.93 $186.01 $184.18 $184.78 69,000
28/05/2026 $183.95 $185.71 $181.75 $185.41 282,800
27/05/2026 $184.18 $185.26 $184.18 $184.57 40,300
26/05/2026 $183.27 $185.40 $183.27 $185.31 309,900
22/05/2026 $181.33 $182.33 $180.58 $181.64 1,329,700
21/05/2026 $178.32 $181.27 $177.51 $180.38 49,200
20/05/2026 $176.45 $178.91 $176.45 $178.90 49,800
19/05/2026 $177.77 $177.81 $175.25 $176.29 64,700