iShares U.S. Telecommunications ETF (IYZ) Performance
IYZ total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +14.6% since Dec 31, 2025
- 1 year
- +21.9% total return
- 5 years
- +5.7% a year
- 10 years
- +4.5% a year
- Since first price
- +1.1% a year since 2000
IYZ trailing returns vs SPY, QQQ, AGG
| Period | IYZ total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −7.1% | −7.1% | −1.0% | −5.0% | +0.9% |
| 3 months | −4.7% | −5.1% | +3.2% | +1.9% | −0.4% |
| 6 months | −10.5% | −11.2% | +7.8% | +8.4% | −1.5% |
| YTD | +14.6% | +13.2% | +12.3% | +15.1% | −1.0% |
| 1 year | +21.9% | +19.8% | +14.4% | +15.9% | −1.1% |
| 3 years | +99.4%+25.9%/yr | +87.4% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +31.9%+5.7%/yr | +18.7% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +56.0%+4.5%/yr | +22.6% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +159.7%+6.6%/yr | +80.2% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +124.9%+4.1%/yr | +33.8% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionMay 26, 2000 | +33.4%+1.1%/yr | −31.4% | — | — | — |
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: IYZ vs SPY
From May 26, 2000: IYZ grew to $13,344, SPY to $87,885.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IYZ returns by calendar year
17 of 25 full years positive. Best 2006 (+32.6%), worst 2008 (−42.0%). 2026 is year to date.
IYZ annual returns table
| Year | IYZ | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +14.6% | −15.8% | +12.3% | +15.1% | −1.0% |
| 2025 | +29.3% | −13.6% | +17.7% | +20.8% | +7.2% |
| 2024 | +20.5% | −13.8% | +24.9% | +25.6% | +1.3% |
| 2023 | +3.9% | −19.4% | +26.2% | +54.9% | +5.7% |
| 2022 | −30.3% | −37.5% | −18.2% | −32.6% | −13.0% |
| 2021 | +11.7% | −12.2% | +28.7% | +27.4% | −1.8% |
| 2020 | +4.1% | −26.4% | +18.3% | +48.6% | +7.5% |
| 2019 | +16.1% | −10.4% | +31.2% | +39.0% | +8.5% |
| 2018 | −8.6% | −17.4% | −4.6% | −0.1% | +0.1% |
| 2017 | −11.9% | −22.7% | +21.7% | +32.7% | +3.6% |
| 2016 | +22.8% | −14.7% | +12.0% | +7.1% | +2.4% |
| 2015 | +0.2% | −15.3% | +1.2% | +9.4% | +0.5% |
| 2014 | +0.7% | −10.7% | +13.5% | +19.2% | +6.0% |
| 2013 | +26.2% | −9.4% | +32.3% | +36.6% | −2.0% |
| 2012 | +18.7% | −11.9% | +16.0% | +18.1% | +3.8% |
| 2011 | −7.4% | −22.7% | +1.9% | +3.4% | +7.7% |
| 2010 | +20.7% | −13.2% | +15.1% | +19.9% | +6.4% |
| 2009 | +26.2% | −23.0% | +26.4% | +54.7% | +3.0% |
| 2008 | −42.0% | −54.2% | −36.8% | −41.7% | +7.9% |
| 2007 | +1.5% | −20.5% | +5.1% | +19.0% | +6.6% |
| 2006 | +32.6% | −6.3% | +15.8% | +7.1% | +3.9% |
| 2005 | −2.6% | −9.3% | +4.8% | +1.6% | +2.3% |
| 2004 | +18.3% | −8.8% | +10.7% | +10.5% | +3.8% |
| 2003 | +13.8% | −28.1% | +28.2% | +49.7% | — |
| 2002 | −38.6% | −56.1% | −21.6% | −37.4% | — |
| 2001 | −18.2% | −36.6% | −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.
IYZ largest drawdowns
Now 15.8% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jun 19, 2000 | −77.1% | Sep 30, 2002 | Dec 8, 2025 | 2.3 years | 25.5 years |
| Jun 2, 2026 | −15.8% | Oct 23, 2026 | not yet | 5 months | 5 months so far |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
IYZ risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2000 |
|---|---|---|---|---|
| Annualized return | +27.2% | +7.1% | +5.0% | +1.3% |
| Volatility (annualized) | 15.1% | 18.9% | 17.1% | 19.9% |
| Sharpe ratio | 1.39 | 0.27 | 0.24 | — |
| Sortino ratio | 2.67 | 0.38 | 0.34 | — |
| Best month | +10.9% | +10.9% | +12.0% | +31.6% |
| Worst month | −6.5% | −15.3% | −15.3% | −20.5% |
| Best 12 months | +62.5% | +62.5% | +62.5% | +62.5% |
| Worst 12 months | +19.5% | −34.5% | −34.5% | −57.7% |
| Positive months | 69% | 58% | 57% | 54% |
| Beta vs S&P 500 | 0.64 | 0.86 | 0.83 | — |
| Correlation with S&P 500 | 0.53 | 0.71 | 0.74 | — |
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.
IYZ rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 306 | −57.7% | +7.3% | +62.5% | 62% |
| 3-year (a year) | 282 | −28.8% | +3.6% | +30.5% | 62% |
| 5-year (a year) | 258 | −15.5% | +2.4% | +22.3% | 66% |
| 10-year (a year) | 198 | −8.7% | +4.7% | +10.0% | 84% |
Every holding period starting at a month-end since 2000. Returns for 3 years and longer are annualized.
IYZ performance overview
iShares U.S. Telecommunications ETF (IYZ) returned +21.9% over the past year and +4.5% a year over ten years, with distributions reinvested. Since its first recorded price in 2000 it has returned +1.1% a year, turning $10,000 into about $13,344. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −77.1%, from Jun 19, 2000 to Sep 30, 2002, and it took 23.2 years to get back to the old high. IYZ finished 17 of its 25 full calendar years with a gain; the best year was 2006 (+32.6%) and the worst 2008 (−42.0%). Volatility has been 19.9% a year.
Related: IYZ chart, IYZ holdings, IYZ dividends, IYZ valuation. See the IYZ overview for the latest quote and fund facts.
IYZ performance FAQ
What is the IYZ return over the past year?
IYZ returned +21.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 19.8%.
What is the average annual return of IYZ?
IYZ has returned +5.7% a year over 5 years, +4.5% a year over 10 years, +1.1% a year since May 26, 2000 (total return, distributions reinvested).
How much would $10,000 invested in IYZ be worth?
$10,000 invested in IYZ at its first recorded close on May 26, 2000 would be worth about $13,344 on October 23, 2026 with distributions reinvested.
What was the worst year for IYZ?
The worst calendar year was 2008, with a total return of −42.0%. The best was 2006 at +32.6%.
What is the biggest drawdown of IYZ?
The largest peak-to-trough decline was −77.1% between June 19, 2000 and September 30, 2002. It recovered to the old high on December 8, 2025, 23.2 years after the bottom.
How volatile is IYZ?
Over the past 3 years IYZ had an annualized volatility of 15.1% and a Sharpe ratio of 1.39 (excess return over 1–3 month T-bills per unit of risk).