iShares U.S. Industrials ETF (IYJ) Performance
IYJ total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +5.3% since Dec 31, 2025
- 1 year
- +5.9% total return
- 5 years
- +7.5% a year
- 10 years
- +12.0% a year
- Since first price
- +7.7% a year since 2000
IYJ trailing returns vs SPY, QQQ, AGG
| Period | IYJ total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.6% | −0.6% | −1.0% | −5.0% | +0.9% |
| 3 months | −5.0% | −5.2% | +3.2% | +1.9% | −0.4% |
| 6 months | −1.3% | −1.6% | +7.8% | +8.4% | −1.5% |
| YTD | +5.3% | +4.7% | +12.3% | +15.1% | −1.0% |
| 1 year | +5.9% | +5.2% | +14.4% | +15.9% | −1.1% |
| 3 years | +63.6%+17.8%/yr | +59.4% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +43.4%+7.5%/yr | +36.9% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +211.1%+12.0%/yr | +178.4% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +509.5%+12.8%/yr | +405.9% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +541.0%+9.7%/yr | +389.6% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionJul 14, 2000 | +609.2%+7.7%/yr | +410.7% | — | — | — |
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: IYJ vs SPY
From Jul 14, 2000: IYJ grew to $70,920, SPY to $79,998.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IYJ returns by calendar year
18 of 25 full years positive. Best 2013 (+40.1%), worst 2008 (−39.8%). 2026 is year to date.
IYJ annual returns table
| Year | IYJ | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +5.3% | −11.4% | +12.3% | +15.1% | −1.0% |
| 2025 | +11.9% | −18.8% | +17.7% | +20.8% | +7.2% |
| 2024 | +17.8% | −7.2% | +24.9% | +25.6% | +1.3% |
| 2023 | +19.9% | −12.9% | +26.2% | +54.9% | +5.7% |
| 2022 | −13.5% | −26.0% | −18.2% | −32.6% | −13.0% |
| 2021 | +17.0% | −8.9% | +28.7% | +27.4% | −1.8% |
| 2020 | +17.4% | −40.2% | +18.3% | +48.6% | +7.5% |
| 2019 | +32.3% | −7.1% | +31.2% | +39.0% | +8.5% |
| 2018 | −11.7% | −24.0% | −4.6% | −0.1% | +0.1% |
| 2017 | +24.0% | −3.8% | +21.7% | +32.7% | +3.6% |
| 2016 | +18.9% | −8.6% | +12.0% | +7.1% | +2.4% |
| 2015 | −2.0% | −14.2% | +1.2% | +9.4% | +0.5% |
| 2014 | +6.7% | −10.5% | +13.5% | +19.2% | +6.0% |
| 2013 | +40.1% | −5.7% | +32.3% | +36.6% | −2.0% |
| 2012 | +17.2% | −12.0% | +16.0% | +18.1% | +3.8% |
| 2011 | −1.2% | −26.7% | +1.9% | +3.4% | +7.7% |
| 2010 | +25.5% | −18.7% | +15.1% | +19.9% | +6.4% |
| 2009 | +25.8% | −36.3% | +26.4% | +54.7% | +3.0% |
| 2008 | −39.8% | −51.9% | −36.8% | −41.7% | +7.9% |
| 2007 | +13.0% | −10.4% | +5.1% | +19.0% | +6.6% |
| 2006 | +13.2% | −13.2% | +15.8% | +7.1% | +3.9% |
| 2005 | +4.1% | −7.8% | +4.8% | +1.6% | +2.3% |
| 2004 | +16.3% | −8.3% | +10.7% | +10.5% | +3.8% |
| 2003 | +32.6% | −16.5% | +28.2% | +49.7% | — |
| 2002 | −25.2% | −38.3% | −21.6% | −37.4% | — |
| 2001 | −10.0% | −33.6% | −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.
IYJ largest drawdowns
Now 8.5% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Oct 9, 2007 | −62.0% | Mar 9, 2009 | Mar 15, 2012 | 1.4 years | 4.4 years |
| Sep 1, 2000 | −49.5% | Oct 9, 2002 | Feb 27, 2006 | 2.1 years | 5.5 years |
| Feb 12, 2020 | −40.2% | Mar 23, 2020 | Sep 2, 2020 | 40 days | 7 months |
| Sep 2, 2021 | −26.2% | Sep 30, 2022 | Dec 14, 2023 | 1.1 years | 2.3 years |
| Sep 21, 2018 | −24.0% | Dec 24, 2018 | Apr 18, 2019 | 3 months | 7 months |
| Nov 29, 2024 | −19.7% | Apr 8, 2025 | Jul 1, 2025 | 4 months | 7 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
IYJ risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2000 |
|---|---|---|---|---|
| Annualized return | +16.0% | +8.4% | +11.6% | +8.0% |
| Volatility (annualized) | 15.5% | 18.3% | 18.5% | 18.7% |
| Sharpe ratio | 0.76 | 0.34 | 0.56 | — |
| Sortino ratio | 1.30 | 0.54 | 0.87 | — |
| Best month | +10.1% | +12.4% | +15.7% | +18.4% |
| Worst month | −8.2% | −10.5% | −18.0% | −20.3% |
| Best 12 months | +38.3% | +38.3% | +72.0% | +72.0% |
| Worst 12 months | +2.1% | −21.0% | −21.0% | −50.9% |
| Positive months | 58% | 52% | 61% | 61% |
| Beta vs S&P 500 | 0.93 | 1.01 | 1.09 | — |
| Correlation with S&P 500 | 0.75 | 0.86 | 0.90 | — |
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.
IYJ rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 304 | −50.9% | +12.6% | +72.0% | 77% |
| 3-year (a year) | 280 | −17.7% | +11.7% | +31.9% | 86% |
| 5-year (a year) | 256 | −6.9% | +10.0% | +27.7% | 94% |
| 10-year (a year) | 196 | −0.8% | +10.1% | +18.6% | 99% |
Every holding period starting at a month-end since 2000. Returns for 3 years and longer are annualized.
IYJ performance overview
iShares U.S. Industrials ETF (IYJ) returned +5.9% over the past year and +12.0% a year over ten years, with distributions reinvested. Since its first recorded price in 2000 it has returned +7.7% a year, turning $10,000 into about $70,920. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −62.0%, from Oct 9, 2007 to Mar 9, 2009, and it took 3.0 years to get back to the old high. IYJ finished 18 of its 25 full calendar years with a gain; the best year was 2013 (+40.1%) and the worst 2008 (−39.8%). Volatility has been 18.7% a year.
Related: IYJ chart, IYJ holdings, IYJ dividends, IYJ valuation. See the IYJ overview for the latest quote and fund facts.
IYJ performance FAQ
What is the IYJ return over the past year?
IYJ returned +5.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 5.2%.
What is the average annual return of IYJ?
IYJ has returned +7.5% a year over 5 years, +12.0% a year over 10 years, +7.7% a year since July 14, 2000 (total return, distributions reinvested).
How much would $10,000 invested in IYJ be worth?
$10,000 invested in IYJ at its first recorded close on July 14, 2000 would be worth about $70,920 on October 23, 2026 with distributions reinvested.
What was the worst year for IYJ?
The worst calendar year was 2008, with a total return of −39.8%. The best was 2013 at +40.1%.
What is the biggest drawdown of IYJ?
The largest peak-to-trough decline was −62.0% between October 9, 2007 and March 9, 2009. It recovered to the old high on March 15, 2012, 3.0 years after the bottom.
How volatile is IYJ?
Over the past 3 years IYJ had an annualized volatility of 15.5% and a Sharpe ratio of 0.76 (excess return over 1–3 month T-bills per unit of risk).