iShares Expanded Tech Sector ETF (IGM) Performance
IGM total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +22.0% since Dec 31, 2025
- 1 year
- +22.0% total return
- 5 years
- +17.8% a year
- 10 years
- +23.1% a year
- Since first price
- +12.4% a year since 2001
IGM trailing returns vs SPY, QQQ, AGG
| Period | IGM total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −6.9% | −6.9% | −1.0% | −5.0% | +0.9% |
| 3 months | +2.2% | +2.1% | +3.2% | +1.9% | −0.4% |
| 6 months | +13.0% | +12.9% | +7.8% | +8.4% | −1.5% |
| YTD | +22.0% | +21.8% | +12.3% | +15.1% | −1.0% |
| 1 year | +22.0% | +21.9% | +14.4% | +15.9% | −1.1% |
| 3 years | +149.9%+35.7%/yr | +147.8% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +126.7%+17.8%/yr | +123.0% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +699.1%+23.1%/yr | +666.7% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +1,597.8%+20.8%/yr | +1,457.9% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +2,005.3%+16.5%/yr | +1,794.1% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionMar 19, 2001 | +1,888.5%+12.4%/yr | +1,669.9% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: IGM vs SPY
From Mar 19, 2001: IGM grew to $198,850, SPY to $102,257.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IGM returns by calendar year
20 of 24 full years positive. Best 2009 (+62.4%), worst 2008 (−43.5%). 2026 is year to date.
IGM annual returns table
| Year | IGM | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +22.0% | −14.7% | +12.3% | +15.1% | −1.0% |
| 2025 | +26.8% | −26.4% | +17.7% | +20.8% | +7.2% |
| 2024 | +37.0% | −14.8% | +24.9% | +25.6% | +1.3% |
| 2023 | +61.0% | −11.3% | +26.2% | +54.9% | +5.7% |
| 2022 | −35.9% | −39.6% | −18.2% | −32.6% | −13.0% |
| 2021 | +25.7% | −10.0% | +28.7% | +27.4% | −1.8% |
| 2020 | +45.1% | −30.2% | +18.3% | +48.6% | +7.5% |
| 2019 | +41.8% | −11.5% | +31.2% | +39.0% | +8.5% |
| 2018 | +2.3% | −24.2% | −4.6% | −0.1% | +0.1% |
| 2017 | +37.2% | −5.1% | +21.7% | +32.7% | +3.6% |
| 2016 | +12.9% | −12.8% | +12.0% | +7.1% | +2.4% |
| 2015 | +9.5% | −12.7% | +1.2% | +9.4% | +0.5% |
| 2014 | +14.8% | −9.0% | +13.5% | +19.2% | +6.0% |
| 2013 | +34.0% | −5.0% | +32.3% | +36.6% | −2.0% |
| 2012 | +14.6% | −13.3% | +16.0% | +18.1% | +3.8% |
| 2011 | −1.1% | −20.1% | +1.9% | +3.4% | +7.7% |
| 2010 | +12.0% | −17.4% | +15.1% | +19.9% | +6.4% |
| 2009 | +62.4% | −18.9% | +26.4% | +54.7% | +3.0% |
| 2008 | −43.5% | −50.7% | −36.8% | −41.7% | +7.9% |
| 2007 | +16.1% | −11.1% | +5.1% | +19.0% | +6.6% |
| 2006 | +8.7% | −19.0% | +15.8% | +7.1% | +3.9% |
| 2005 | +1.5% | −14.1% | +4.8% | +1.6% | +2.3% |
| 2004 | +2.7% | −25.3% | +10.7% | +10.5% | +3.8% |
| 2003 | +52.6% | −16.2% | +28.2% | +49.7% | — |
| 2002 | −40.7% | −58.0% | −21.6% | −37.4% | — |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
IGM largest drawdowns
Now 9.7% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| May 22, 2001 | −65.6% | Oct 9, 2002 | Feb 7, 2011 | 1.4 years | 9.7 years |
| Nov 19, 2021 | −40.7% | Nov 3, 2022 | Dec 19, 2023 | 11 months | 2.1 years |
| Feb 19, 2020 | −30.2% | Mar 16, 2020 | Jun 5, 2020 | 26 days | 4 months |
| Feb 18, 2025 | −26.4% | Apr 8, 2025 | Jun 24, 2025 | 49 days | 4 months |
| Aug 29, 2018 | −24.2% | Dec 24, 2018 | Mar 21, 2019 | 4 months | 7 months |
| Feb 17, 2011 | −20.1% | Aug 19, 2011 | Feb 3, 2012 | 6 months | 12 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
IGM risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2001 |
|---|---|---|---|---|
| Annualized return | +38.8% | +20.6% | +23.9% | +12.9% |
| Volatility (annualized) | 22.2% | 24.4% | 21.4% | 22.6% |
| Sharpe ratio | 1.41 | 0.75 | 1.01 | — |
| Sortino ratio | 3.34 | 1.30 | 1.78 | — |
| Best month | +20.6% | +20.6% | +20.6% | +21.4% |
| Worst month | −9.4% | −14.5% | −14.5% | −20.5% |
| Best 12 months | +61.8% | +64.1% | +70.9% | +70.9% |
| Worst 12 months | +5.5% | −35.9% | −35.9% | −45.8% |
| Positive months | 64% | 58% | 66% | 60% |
| Beta vs S&P 500 | 1.59 | 1.39 | 1.24 | — |
| Correlation with S&P 500 | 0.89 | 0.89 | 0.89 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
IGM rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 296 | −45.8% | +15.7% | +70.9% | 81% |
| 3-year (a year) | 272 | −13.1% | +14.6% | +41.3% | 88% |
| 5-year (a year) | 248 | −7.3% | +15.8% | +30.4% | 94% |
| 10-year (a year) | 188 | +0.6% | +16.7% | +25.0% | 100% |
Every holding period starting at a month-end since 2001. Returns for 3 years and longer are annualized.
IGM performance overview
iShares Expanded Tech Sector ETF (IGM) returned +22.0% over the past year and +23.1% a year over ten years, with distributions reinvested. Since its first recorded price in 2001 it has returned +12.4% a year, turning $10,000 into about $198,850. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −65.6%, from May 22, 2001 to Oct 9, 2002, and it took 8.3 years to get back to the old high. IGM finished 20 of its 24 full calendar years with a gain; the best year was 2009 (+62.4%) and the worst 2008 (−43.5%). Volatility has been 22.6% a year.
Related: IGM chart, IGM holdings, IGM dividends, IGM valuation. See the IGM overview for the latest quote and fund facts.
IGM performance FAQ
What is the IGM return over the past year?
IGM returned +22.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 21.9%.
What is the average annual return of IGM?
IGM has returned +17.8% a year over 5 years, +23.1% a year over 10 years, +12.4% a year since March 19, 2001 (total return, distributions reinvested).
How much would $10,000 invested in IGM be worth?
$10,000 invested in IGM at its first recorded close on March 19, 2001 would be worth about $198,850 on October 23, 2026 with distributions reinvested.
What was the worst year for IGM?
The worst calendar year was 2008, with a total return of −43.5%. The best was 2009 at +62.4%.
What is the biggest drawdown of IGM?
The largest peak-to-trough decline was −65.6% between May 22, 2001 and October 9, 2002. It recovered to the old high on February 7, 2011, 8.3 years after the bottom.
How volatile is IGM?
Over the past 3 years IGM had an annualized volatility of 22.2% and a Sharpe ratio of 1.41 (excess return over 1–3 month T-bills per unit of risk).