NYSEArca - Delayed Quote USD

iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI)

118.61 -0.21 (-0.18%)
At close: 1:00 PM EDT
116.58 -2.22 (-1.87%)
After hours: 1:05 PM EDT

ETF Summary

The index measures the performance of the investment services sector of the U.S. equity market, as defined by SPDJI. The fund generally will invest at least 80% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. It is non-diversified.

Risk Overview

Performance & Risk

YTD Return 10.16%
5y Average Return 15.26%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating --

Risk Statistics

3 Years5 Years10 Years
IAICategory AverageIAICategory AverageIAICategory Average
Alpha 2.02 -2.12 3.47 -2.09 5.43 0.24
BETA 1.14 1.02 1.16 1.16 1.11 1.12
Mean Annual Return 0.74 0.36 1.48 1.01 1.29 0.86
R-squared 71.92 58.44 75.29 65.68 61.87 61.64
Standard Deviation 22.32 22.87 23.56 25.51 20.84 21.36
Sharpe Ratio 0.25 0.08 0.66 0.41 0.66 0.42
Treynor Ratio 2.94 -0.9 11.94 6.28 11.34 6.26

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