IAKiShares U.S. Insurance ETF

Grow my money20y track recordRanked #590 of 2,960 in this goal

Seeks to track the investment results of an index composed of U.S. equities in the insurance sector.

By iShares · Launched 2006

Annual Cost

0.38%

#1,874 of 5,562 · low cost

Fund Size

$359M

#1,824 of 5,562 · large

Return (1Y)Goal

+5.0%

Track Record

20 years

#290 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$10,285+2.9%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Index tracking

Sector

Financials

Index tracked

Dow Jones US Select Insurance Index

What it actually holds

By weight

Concentration

Top 10 holdings = 66.6% of fundconcentrated

THE PROGRESSIVE CORPORATION

14.5%

Chubb Limited

12.4%

The Travelers Companies, Inc.

7.0%

THE ALLSTATE CORPORATION

5.9%

AFLAC INCORPORATED

5.4%

AMERICAN INTERNATIONAL GROUP, INC.

4.6%

METLIFE, INC.

4.3%

PRUDENTIAL FINANCIAL, INC.

4.3%

THE HARTFORD INSURANCE GROUP, INC.

4.3%

ARCH CAPITAL GROUP LTD.

3.9%

Asset allocation

Stocks

99.6%

Cash

0.4%

By sector

Financial Services

99.4%

Healthcare

0.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

15.0%Moderate

Year-on-year price swings

Max drawdown

-44.9%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.88Decent risk-adjusted returns

Sortino (3Y)

1.24Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the investment results of an index composed of U.S. equities in the insurance sector.
Strategy: Tracks the Dow Jones U.S. Select Insurance Index, which measures the performance of the insurance sector of the U.S. equity market. The Fund generally invests at least 80% of its assets in the component securities of its Underlying Index.
Inception date: May 1, 2006
Fund family: iShares