iShares U.S. Energy ETF (IYE) Performance
IYE total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +55.9% since Dec 31, 2025
- 1 year
- +57.8% total return
- 5 years
- +21.8% a year
- 10 years
- +10.3% a year
- Since first price
- +8.1% a year since 2000
IYE trailing returns vs SPY, QQQ, AGG
| Period | IYE total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +10.9% | +10.9% | −1.0% | −5.0% | +0.9% |
| 3 months | +16.0% | +15.3% | +3.2% | +1.9% | −0.4% |
| 6 months | +22.1% | +20.8% | +7.8% | +8.4% | −1.5% |
| YTD | +55.9% | +53.4% | +12.3% | +15.1% | −1.0% |
| 1 year | +57.8% | +54.3% | +14.4% | +15.9% | −1.1% |
| 3 years | +69.6%+19.2%/yr | +56.7% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +168.5%+21.8%/yr | +131.9% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +166.1%+10.3%/yr | +88.1% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +190.9%+7.4%/yr | +85.6% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +286.4%+7.0%/yr | +131.0% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionJun 16, 2000 | +670.2%+8.1%/yr | +322.7% | — | — | — |
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: IYE vs SPY
From Jun 16, 2000: IYE grew to $77,019, SPY to $82,539.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IYE returns by calendar year
16 of 25 full years positive. Best 2022 (+60.2%), worst 2008 (−37.2%). 2026 is year to date.
IYE annual returns table
| Year | IYE | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +55.9% | −14.5% | +12.3% | +15.1% | −1.0% |
| 2025 | +7.3% | −18.7% | +17.7% | +20.8% | +7.2% |
| 2024 | +6.1% | −13.9% | +24.9% | +25.6% | +1.3% |
| 2023 | −2.2% | −17.2% | +26.2% | +54.9% | +5.7% |
| 2022 | +60.2% | −25.6% | −18.2% | −32.6% | −13.0% |
| 2021 | +53.4% | −17.3% | +28.7% | +27.4% | −1.8% |
| 2020 | −33.5% | −61.3% | +18.3% | +48.6% | +7.5% |
| 2019 | +10.0% | −19.3% | +31.2% | +39.0% | +8.5% |
| 2018 | −19.4% | −31.5% | −4.6% | −0.1% | +0.1% |
| 2017 | −1.8% | −18.8% | +21.7% | +32.7% | +3.6% |
| 2016 | +25.5% | −14.4% | +12.0% | +7.1% | +2.4% |
| 2015 | −22.2% | −28.3% | +1.2% | +9.4% | +0.5% |
| 2014 | −9.7% | −27.7% | +13.5% | +19.2% | +6.0% |
| 2013 | +25.7% | −7.1% | +32.3% | +36.6% | −2.0% |
| 2012 | +4.3% | −18.2% | +16.0% | +18.1% | +3.8% |
| 2011 | +3.7% | −28.4% | +1.9% | +3.4% | +7.7% |
| 2010 | +19.0% | −20.2% | +15.1% | +19.9% | +6.4% |
| 2009 | +19.3% | −25.8% | +26.4% | +54.7% | +3.0% |
| 2008 | −37.2% | −53.4% | −36.8% | −41.7% | +7.9% |
| 2007 | +35.7% | −12.6% | +5.1% | +19.0% | +6.6% |
| 2006 | +20.1% | −15.4% | +15.8% | +7.1% | +3.9% |
| 2005 | +34.7% | −15.8% | +4.8% | +1.6% | +2.3% |
| 2004 | +31.8% | −6.7% | +10.7% | +10.5% | +3.8% |
| 2003 | +28.1% | −10.3% | +28.2% | +49.7% | — |
| 2002 | −16.1% | −31.6% | −21.6% | −37.4% | — |
| 2001 | −12.2% | −31.2% | −11.8% | −33.3% | — |
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.
IYE largest drawdowns
At an all-time high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jun 23, 2014 | −73.7% | Mar 18, 2020 | May 6, 2022 | 5.7 years | 7.9 years |
| May 20, 2008 | −55.8% | Mar 5, 2009 | Sep 18, 2013 | 9 months | 5.3 years |
| May 18, 2001 | −39.6% | Jul 23, 2002 | Jun 23, 2004 | 1.2 years | 3.1 years |
| Jun 7, 2022 | −25.6% | Jul 14, 2022 | Oct 28, 2022 | 37 days | 5 months |
| Nov 22, 2024 | −20.4% | Apr 8, 2025 | Jan 5, 2026 | 5 months | 1.1 years |
| Nov 15, 2022 | −18.8% | Mar 17, 2023 | Mar 21, 2024 | 4 months | 1.3 years |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
IYE risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2000 |
|---|---|---|---|---|
| Annualized return | +13.9% | +21.6% | +8.9% | +7.8% |
| Volatility (annualized) | 20.0% | 25.2% | 29.9% | 24.8% |
| Sharpe ratio | 0.53 | 0.76 | 0.36 | — |
| Sortino ratio | 0.89 | 1.36 | 0.56 | — |
| Best month | +13.5% | +23.0% | +30.9% | +30.9% |
| Worst month | −13.6% | −16.4% | −35.9% | −35.9% |
| Best 12 months | +52.4% | +69.9% | +111.4% | +111.4% |
| Worst 12 months | −10.4% | −10.4% | −54.2% | −54.2% |
| Positive months | 56% | 60% | 56% | 56% |
| Beta vs S&P 500 | 0.02 | 0.51 | 1.07 | — |
| Correlation with S&P 500 | 0.01 | 0.32 | 0.55 | — |
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.
IYE rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 305 | −54.2% | +9.5% | +111.4% | 64% |
| 3-year (a year) | 281 | −23.2% | +6.2% | +48.6% | 66% |
| 5-year (a year) | 257 | −15.9% | +7.4% | +31.1% | 79% |
| 10-year (a year) | 197 | −5.0% | +4.0% | +14.7% | 90% |
Every holding period starting at a month-end since 2000. Returns for 3 years and longer are annualized.
IYE performance overview
iShares U.S. Energy ETF (IYE) returned +57.8% over the past year and +10.3% a year over ten years, with distributions reinvested. Since its first recorded price in 2000 it has returned +8.1% a year, turning $10,000 into about $77,019. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −73.7%, from Jun 23, 2014 to Mar 18, 2020, and it took 2.1 years to get back to the old high. IYE finished 16 of its 25 full calendar years with a gain; the best year was 2022 (+60.2%) and the worst 2008 (−37.2%). Volatility has been 24.8% a year.
Related: IYE chart, IYE holdings, IYE dividends, IYE valuation. See the IYE overview for the latest quote and fund facts.
IYE performance FAQ
What is the IYE return over the past year?
IYE returned +57.8% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 54.3%.
What is the average annual return of IYE?
IYE has returned +21.8% a year over 5 years, +10.3% a year over 10 years, +8.1% a year since June 16, 2000 (total return, distributions reinvested).
How much would $10,000 invested in IYE be worth?
$10,000 invested in IYE at its first recorded close on June 16, 2000 would be worth about $77,019 on October 23, 2026 with distributions reinvested.
What was the worst year for IYE?
The worst calendar year was 2008, with a total return of −37.2%. The best was 2022 at +60.2%.
What is the biggest drawdown of IYE?
The largest peak-to-trough decline was −73.7% between June 23, 2014 and March 18, 2020. It recovered to the old high on May 6, 2022, 2.1 years after the bottom.
How volatile is IYE?
Over the past 3 years IYE had an annualized volatility of 20.0% and a Sharpe ratio of 0.53 (excess return over 1–3 month T-bills per unit of risk).