iShares U.S. Basic Materials ETF (IYM) Performance
IYM total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +17.0% since Dec 31, 2025
- 1 year
- +21.6% total return
- 5 years
- +7.7% a year
- 10 years
- +10.5% a year
- Since first price
- +8.3% a year since 2000
IYM trailing returns vs SPY, QQQ, AGG
| Period | IYM total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −2.8% | −2.8% | −1.0% | −5.0% | +0.9% |
| 3 months | +1.1% | +0.7% | +3.2% | +1.9% | −0.4% |
| 6 months | −2.0% | −2.5% | +7.8% | +8.4% | −1.5% |
| YTD | +17.0% | +16.0% | +12.3% | +15.1% | −1.0% |
| 1 year | +21.6% | +19.9% | +14.4% | +15.9% | −1.1% |
| 3 years | +56.4%+16.1%/yr | +49.5% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +44.9%+7.7%/yr | +33.2% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +172.0%+10.5%/yr | +129.7% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +263.9%+9.0%/yr | +179.0% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +353.0%+7.8%/yr | +218.4% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionJun 20, 2000 | +714.2%+8.3%/yr | +410.1% | — | — | — |
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: IYM vs SPY
From Jun 20, 2000: IYM grew to $81,424, SPY to $81,789.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IYM returns by calendar year
17 of 25 full years positive. Best 2009 (+64.4%), worst 2008 (−50.7%). 2026 is year to date.
IYM annual returns table
| Year | IYM | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +17.0% | −13.6% | +12.3% | +15.1% | −1.0% |
| 2025 | +20.4% | −17.9% | +17.7% | +20.8% | +7.2% |
| 2024 | −4.5% | −15.4% | +24.9% | +25.6% | +1.3% |
| 2023 | +12.8% | −13.9% | +26.2% | +54.9% | +5.7% |
| 2022 | −9.1% | −29.9% | −18.2% | −32.6% | −13.0% |
| 2021 | +25.6% | −12.8% | +28.7% | +27.4% | −1.8% |
| 2020 | +17.9% | −38.5% | +18.3% | +48.6% | +7.5% |
| 2019 | +19.2% | −11.9% | +31.2% | +39.0% | +8.5% |
| 2018 | −16.6% | −25.8% | −4.6% | −0.1% | +0.1% |
| 2017 | +24.8% | −4.5% | +21.7% | +32.7% | +3.6% |
| 2016 | +19.7% | −12.7% | +12.0% | +7.1% | +2.4% |
| 2015 | −12.8% | −26.8% | +1.2% | +9.4% | +0.5% |
| 2014 | +3.0% | −12.2% | +13.5% | +19.2% | +6.0% |
| 2013 | +19.9% | −9.4% | +32.3% | +36.6% | −2.0% |
| 2012 | +9.9% | −16.6% | +16.0% | +18.1% | +3.8% |
| 2011 | −15.2% | −34.5% | +1.9% | +3.4% | +7.7% |
| 2010 | +31.0% | −20.0% | +15.1% | +19.9% | +6.4% |
| 2009 | +64.4% | −29.7% | +26.4% | +54.7% | +3.0% |
| 2008 | −50.7% | −67.8% | −36.8% | −41.7% | +7.9% |
| 2007 | +32.2% | −16.8% | +5.1% | +19.0% | +6.6% |
| 2006 | +17.1% | −17.7% | +15.8% | +7.1% | +3.9% |
| 2005 | +4.1% | −16.0% | +4.8% | +1.6% | +2.3% |
| 2004 | +12.3% | −13.0% | +10.7% | +10.5% | +3.8% |
| 2003 | +35.3% | −17.2% | +28.2% | +49.7% | — |
| 2002 | −9.0% | −31.0% | −21.6% | −37.4% | — |
| 2001 | −0.3% | −28.5% | −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.
IYM largest drawdowns
Now 8.8% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jun 18, 2008 | −67.8% | Nov 20, 2008 | Dec 24, 2013 | 5 months | 5.5 years |
| Jan 26, 2018 | −42.8% | Mar 23, 2020 | Sep 2, 2020 | 2.2 years | 2.6 years |
| Mar 19, 2002 | −31.0% | Oct 9, 2002 | Nov 28, 2003 | 7 months | 1.7 years |
| Apr 19, 2022 | −29.9% | Sep 26, 2022 | Apr 3, 2024 | 5 months | 2.0 years |
| Sep 18, 2014 | −29.9% | Jan 25, 2016 | Dec 7, 2016 | 1.4 years | 2.2 years |
| May 21, 2001 | −28.5% | Sep 21, 2001 | Mar 19, 2002 | 4 months | 10 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
IYM risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2000 |
|---|---|---|---|---|
| Annualized return | +13.8% | +9.2% | +10.3% | +8.3% |
| Volatility (annualized) | 17.9% | 21.5% | 20.6% | 22.2% |
| Sharpe ratio | 0.57 | 0.35 | 0.47 | — |
| Sortino ratio | 0.91 | 0.54 | 0.72 | — |
| Best month | +10.7% | +11.6% | +17.1% | +19.4% |
| Worst month | −11.7% | −16.4% | −16.4% | −25.7% |
| Best 12 months | +41.0% | +41.0% | +84.2% | +94.8% |
| Worst 12 months | −7.3% | −13.0% | −22.5% | −58.9% |
| Positive months | 61% | 55% | 57% | 54% |
| Beta vs S&P 500 | 0.73 | 0.98 | 1.07 | — |
| Correlation with S&P 500 | 0.50 | 0.71 | 0.80 | — |
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.
IYM rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 305 | −58.9% | +12.3% | +94.8% | 72% |
| 3-year (a year) | 281 | −15.2% | +7.8% | +34.6% | 89% |
| 5-year (a year) | 257 | −5.9% | +8.6% | +24.1% | 93% |
| 10-year (a year) | 197 | +2.7% | +7.7% | +13.5% | 100% |
Every holding period starting at a month-end since 2000. Returns for 3 years and longer are annualized.
IYM performance overview
iShares U.S. Basic Materials ETF (IYM) returned +21.6% over the past year and +10.5% a year over ten years, with distributions reinvested. Since its first recorded price in 2000 it has returned +8.3% a year, turning $10,000 into about $81,424. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −67.8%, from Jun 18, 2008 to Nov 20, 2008, and it took 5.1 years to get back to the old high. IYM finished 17 of its 25 full calendar years with a gain; the best year was 2009 (+64.4%) and the worst 2008 (−50.7%). Volatility has been 22.2% a year.
Related: IYM chart, IYM holdings, IYM dividends, IYM valuation. See the IYM overview for the latest quote and fund facts.
IYM performance FAQ
What is the IYM return over the past year?
IYM returned +21.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 19.9%.
What is the average annual return of IYM?
IYM has returned +7.7% a year over 5 years, +10.5% a year over 10 years, +8.3% a year since June 20, 2000 (total return, distributions reinvested).
How much would $10,000 invested in IYM be worth?
$10,000 invested in IYM at its first recorded close on June 20, 2000 would be worth about $81,424 on October 23, 2026 with distributions reinvested.
What was the worst year for IYM?
The worst calendar year was 2008, with a total return of −50.7%. The best was 2009 at +64.4%.
What is the biggest drawdown of IYM?
The largest peak-to-trough decline was −67.8% between June 18, 2008 and November 20, 2008. It recovered to the old high on December 24, 2013, 5.1 years after the bottom.
How volatile is IYM?
Over the past 3 years IYM had an annualized volatility of 17.9% and a Sharpe ratio of 0.57 (excess return over 1–3 month T-bills per unit of risk).