iShares Dow Jones U.S. ETF (IYY) Performance
IYY total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +12.2% since Dec 31, 2025
- 1 year
- +13.9% total return
- 5 years
- +11.5% a year
- 10 years
- +14.8% a year
- Since first price
- +8.3% a year since 2000
IYY trailing returns vs SPY, QQQ, AGG
| Period | IYY total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −1.0% | −1.0% | −1.0% | −5.0% | +0.9% |
| 3 months | +3.0% | +2.8% | +3.2% | +1.9% | −0.4% |
| 6 months | +7.6% | +7.1% | +7.8% | +8.4% | −1.5% |
| YTD | +12.2% | +11.4% | +12.3% | +15.1% | −1.0% |
| 1 year | +13.9% | +12.8% | +14.4% | +15.9% | −1.1% |
| 3 years | +86.2%+23.0%/yr | +80.4% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +72.0%+11.5%/yr | +62.1% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +298.6%+14.8%/yr | +245.3% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +655.5%+14.4%/yr | +495.9% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +671.6%+10.8%/yr | +455.0% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionJun 16, 2000 | +727.0%+8.3%/yr | +443.9% | — | — | — |
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: IYY vs SPY
From Jun 16, 2000: IYY grew to $82,699, SPY to $82,539.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IYY returns by calendar year
20 of 25 full years positive. Best 2013 (+32.7%), worst 2008 (−37.1%). 2026 is year to date.
IYY annual returns table
| Year | IYY | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +12.2% | −8.9% | +12.3% | +15.1% | −1.0% |
| 2025 | +17.1% | −19.1% | +17.7% | +20.8% | +7.2% |
| 2024 | +24.2% | −8.5% | +24.9% | +25.6% | +1.3% |
| 2023 | +26.5% | −10.5% | +26.2% | +54.9% | +5.7% |
| 2022 | −19.6% | −25.4% | −18.2% | −32.6% | −13.0% |
| 2021 | +26.4% | −5.2% | +28.7% | +27.4% | −1.8% |
| 2020 | +20.1% | −34.9% | +18.3% | +48.6% | +7.5% |
| 2019 | +30.8% | −6.8% | +31.2% | +39.0% | +8.5% |
| 2018 | −5.2% | −19.9% | −4.6% | −0.1% | +0.1% |
| 2017 | +21.3% | −2.6% | +21.7% | +32.7% | +3.6% |
| 2016 | +12.0% | −9.7% | +12.0% | +7.1% | +2.4% |
| 2015 | +0.4% | −11.9% | +1.2% | +9.4% | +0.5% |
| 2014 | +12.9% | −7.5% | +13.5% | +19.2% | +6.0% |
| 2013 | +32.7% | −5.8% | +32.3% | +36.6% | −2.0% |
| 2012 | +16.1% | −10.0% | +16.0% | +18.1% | +3.8% |
| 2011 | +1.2% | −20.0% | +1.9% | +3.4% | +7.7% |
| 2010 | +16.5% | −16.0% | +15.1% | +19.9% | +6.4% |
| 2009 | +28.3% | −26.8% | +26.4% | +54.7% | +3.0% |
| 2008 | −37.1% | −47.5% | −36.8% | −41.7% | +7.9% |
| 2007 | +5.8% | −10.0% | +5.1% | +19.0% | +6.6% |
| 2006 | +15.3% | −8.2% | +15.8% | +7.1% | +3.9% |
| 2005 | +6.0% | −6.7% | +4.8% | +1.6% | +2.3% |
| 2004 | +11.9% | −8.5% | +10.7% | +10.5% | +3.8% |
| 2003 | +30.8% | −13.1% | +28.2% | +49.7% | — |
| 2002 | −22.4% | −33.2% | −21.6% | −37.4% | — |
| 2001 | −12.0% | −29.6% | −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.
IYY largest drawdowns
Now 2.5% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Oct 9, 2007 | −55.2% | Mar 9, 2009 | Mar 13, 2012 | 1.4 years | 4.4 years |
| Sep 1, 2000 | −48.5% | Oct 9, 2002 | Oct 12, 2006 | 2.1 years | 6.1 years |
| Feb 19, 2020 | −34.9% | Mar 23, 2020 | Aug 12, 2020 | 33 days | 6 months |
| Dec 27, 2021 | −25.5% | Oct 12, 2022 | Dec 18, 2023 | 9 months | 2.0 years |
| Sep 20, 2018 | −19.9% | Dec 24, 2018 | Apr 16, 2019 | 3 months | 7 months |
| Feb 19, 2025 | −19.1% | Apr 8, 2025 | Jun 26, 2025 | 48 days | 4 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
IYY risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2000 |
|---|---|---|---|---|
| Annualized return | +22.4% | +12.8% | +14.7% | +8.4% |
| Volatility (annualized) | 12.8% | 15.9% | 15.7% | 15.6% |
| Sharpe ratio | 1.32 | 0.62 | 0.81 | — |
| Sortino ratio | 2.69 | 0.98 | 1.27 | — |
| Best month | +10.3% | +10.3% | +13.2% | +13.2% |
| Worst month | −5.8% | −9.2% | −13.6% | −17.4% |
| Best 12 months | +37.8% | +37.8% | +60.6% | +60.6% |
| Worst 12 months | +7.4% | −19.6% | −19.6% | −43.2% |
| Positive months | 67% | 60% | 69% | 65% |
| Beta vs S&P 500 | 1.02 | 1.01 | 1.02 | — |
| Correlation with S&P 500 | 1.00 | 1.00 | 1.00 | — |
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.
IYY rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 305 | −43.2% | +13.4% | +60.6% | 78% |
| 3-year (a year) | 281 | −15.1% | +11.5% | +26.1% | 86% |
| 5-year (a year) | 257 | −6.3% | +11.1% | +23.4% | 93% |
| 10-year (a year) | 197 | −1.5% | +10.5% | +16.6% | 98% |
Every holding period starting at a month-end since 2000. Returns for 3 years and longer are annualized.
IYY performance overview
iShares Dow Jones U.S. ETF (IYY) returned +13.9% over the past year and +14.8% 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 $82,699. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −55.2%, from Oct 9, 2007 to Mar 9, 2009, and it took 3.0 years to get back to the old high. IYY finished 20 of its 25 full calendar years with a gain; the best year was 2013 (+32.7%) and the worst 2008 (−37.1%). Volatility has been 15.6% a year.
Related: IYY chart, IYY holdings, IYY dividends, IYY valuation. See the IYY overview for the latest quote and fund facts.
IYY performance FAQ
What is the IYY return over the past year?
IYY returned +13.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 12.8%.
What is the average annual return of IYY?
IYY has returned +11.5% a year over 5 years, +14.8% a year over 10 years, +8.3% a year since June 16, 2000 (total return, distributions reinvested).
How much would $10,000 invested in IYY be worth?
$10,000 invested in IYY at its first recorded close on June 16, 2000 would be worth about $82,699 on October 23, 2026 with distributions reinvested.
What was the worst year for IYY?
The worst calendar year was 2008, with a total return of −37.1%. The best was 2013 at +32.7%.
What is the biggest drawdown of IYY?
The largest peak-to-trough decline was −55.2% between October 9, 2007 and March 9, 2009. It recovered to the old high on March 13, 2012, 3.0 years after the bottom.
How volatile is IYY?
Over the past 3 years IYY had an annualized volatility of 12.8% and a Sharpe ratio of 1.32 (excess return over 1–3 month T-bills per unit of risk).