iShares US Consumer Staples ETF (IYK) Performance
IYK total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +17.5% since Dec 31, 2025
- 1 year
- +14.8% total return
- 5 years
- +7.3% a year
- 10 years
- +10.1% a year
- Since first price
- +9.0% a year since 2000
IYK trailing returns vs SPY, QQQ, AGG
| Period | IYK total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +7.2% | +7.2% | −1.0% | −5.0% | +0.9% |
| 3 months | +5.6% | +5.0% | +3.2% | +1.9% | −0.4% |
| 6 months | +10.7% | +9.4% | +7.8% | +8.4% | −1.5% |
| YTD | +17.5% | +15.6% | +12.3% | +15.1% | −1.0% |
| 1 year | +14.8% | +11.8% | +14.4% | +15.9% | −1.1% |
| 3 years | +38.1%+11.4%/yr | +27.9% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +42.1%+7.3%/yr | +25.6% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +161.1%+10.1%/yr | +107.8% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +378.1%+11.0%/yr | +242.0% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +525.6%+9.6%/yr | +300.1% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionJun 16, 2000 | +864.7%+9.0%/yr | +460.8% | — | — | — |
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: IYK vs SPY
From Jun 16, 2000: IYK grew to $96,469, SPY to $82,539.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IYK returns by calendar year
21 of 25 full years positive. Best 2020 (+32.7%), worst 2008 (−26.0%). 2026 is year to date.
IYK annual returns table
| Year | IYK | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +17.5% | −10.7% | +12.3% | +15.1% | −1.0% |
| 2025 | +4.8% | −7.4% | +17.7% | +20.8% | +7.2% |
| 2024 | +5.3% | −8.1% | +24.9% | +25.6% | +1.3% |
| 2023 | −2.8% | −12.7% | +26.2% | +54.9% | +5.7% |
| 2022 | +3.6% | −15.0% | −18.2% | −32.6% | −13.0% |
| 2021 | +17.3% | −9.1% | +28.7% | +27.4% | −1.8% |
| 2020 | +32.7% | −33.2% | +18.3% | +48.6% | +7.5% |
| 2019 | +28.1% | −6.7% | +31.2% | +39.0% | +8.5% |
| 2018 | −13.8% | −19.7% | −4.6% | −0.1% | +0.1% |
| 2017 | +16.5% | −3.6% | +21.7% | +32.7% | +3.6% |
| 2016 | +4.8% | −7.8% | +12.0% | +7.1% | +2.4% |
| 2015 | +5.8% | −10.0% | +1.2% | +9.4% | +0.5% |
| 2014 | +11.6% | −6.9% | +13.5% | +19.2% | +6.0% |
| 2013 | +30.2% | −6.2% | +32.3% | +36.6% | −2.0% |
| 2012 | +12.0% | −6.9% | +16.0% | +18.1% | +3.8% |
| 2011 | +8.4% | −13.2% | +1.9% | +3.4% | +7.7% |
| 2010 | +19.0% | −10.7% | +15.1% | +19.9% | +6.4% |
| 2009 | +23.3% | −21.9% | +26.4% | +54.7% | +3.0% |
| 2008 | −26.0% | −33.6% | −36.8% | −41.7% | +7.9% |
| 2007 | +9.1% | −6.1% | +5.1% | +19.0% | +6.6% |
| 2006 | +14.3% | −5.1% | +15.8% | +7.1% | +3.9% |
| 2005 | +1.5% | −6.8% | +4.8% | +1.6% | +2.3% |
| 2004 | +12.0% | −10.2% | +10.7% | +10.5% | +3.8% |
| 2003 | +21.1% | −12.4% | +28.2% | +49.7% | — |
| 2002 | −5.5% | −21.9% | −21.6% | −37.4% | — |
| 2001 | +1.6% | −12.8% | −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.
IYK largest drawdowns
Now 1.8% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Dec 10, 2007 | −42.6% | Mar 9, 2009 | Oct 22, 2010 | 1.2 years | 2.9 years |
| Feb 20, 2020 | −33.2% | Mar 23, 2020 | Jul 22, 2020 | 32 days | 5 months |
| May 2, 2002 | −24.5% | Mar 10, 2003 | Dec 18, 2003 | 10 months | 1.6 years |
| Jan 24, 2018 | −19.7% | Dec 24, 2018 | Jul 29, 2019 | 11 months | 1.5 years |
| Apr 21, 2022 | −15.0% | Oct 7, 2022 | May 10, 2024 | 6 months | 2.1 years |
| Jul 7, 2011 | −13.2% | Aug 10, 2011 | Jan 25, 2012 | 34 days | 7 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
IYK risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2000 |
|---|---|---|---|---|
| Annualized return | +7.1% | +6.0% | +8.9% | +8.7% |
| Volatility (annualized) | 12.8% | 14.0% | 14.8% | 13.1% |
| Sharpe ratio | 0.26 | 0.23 | 0.49 | — |
| Sortino ratio | 0.38 | 0.35 | 0.78 | — |
| Best month | +8.6% | +11.4% | +12.8% | +12.8% |
| Worst month | −9.4% | −9.4% | −11.9% | −15.4% |
| Best 12 months | +16.5% | +17.6% | +66.2% | +66.2% |
| Worst 12 months | −0.7% | −6.1% | −13.8% | −32.6% |
| Positive months | 56% | 53% | 60% | 62% |
| Beta vs S&P 500 | 0.27 | 0.40 | 0.65 | — |
| Correlation with S&P 500 | 0.27 | 0.45 | 0.67 | — |
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.
IYK rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 305 | −32.6% | +9.8% | +66.2% | 85% |
| 3-year (a year) | 281 | −8.1% | +8.7% | +25.9% | 93% |
| 5-year (a year) | 257 | −3.3% | +9.2% | +21.9% | 98% |
| 10-year (a year) | 197 | +4.6% | +9.7% | +14.0% | 100% |
Every holding period starting at a month-end since 2000. Returns for 3 years and longer are annualized.
IYK performance overview
iShares US Consumer Staples ETF (IYK) returned +14.8% over the past year and +10.1% a year over ten years, with distributions reinvested. Since its first recorded price in 2000 it has returned +9.0% a year, turning $10,000 into about $96,469. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −42.6%, from Dec 10, 2007 to Mar 9, 2009, and it took 1.6 years to get back to the old high. IYK finished 21 of its 25 full calendar years with a gain; the best year was 2020 (+32.7%) and the worst 2008 (−26.0%). Volatility has been 13.1% a year.
Related: IYK chart, IYK holdings, IYK dividends, IYK valuation. See the IYK overview for the latest quote and fund facts.
IYK performance FAQ
What is the IYK return over the past year?
IYK returned +14.8% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 11.8%.
What is the average annual return of IYK?
IYK has returned +7.3% a year over 5 years, +10.1% a year over 10 years, +9.0% a year since June 16, 2000 (total return, distributions reinvested).
How much would $10,000 invested in IYK be worth?
$10,000 invested in IYK at its first recorded close on June 16, 2000 would be worth about $96,469 on October 23, 2026 with distributions reinvested.
What was the worst year for IYK?
The worst calendar year was 2008, with a total return of −26.0%. The best was 2020 at +32.7%.
What is the biggest drawdown of IYK?
The largest peak-to-trough decline was −42.6% between December 10, 2007 and March 9, 2009. It recovered to the old high on October 22, 2010, 1.6 years after the bottom.
How volatile is IYK?
Over the past 3 years IYK had an annualized volatility of 12.8% and a Sharpe ratio of 0.26 (excess return over 1–3 month T-bills per unit of risk).