IGE Performance — iShares North American Natural Resources ETF
Data updated: 2026-08-25
IGE returned +12.88% year to date and +29.78% over one year to Jun 2026. Annualised returns are +15.91% over 3 years and +16.17% over 5 years. The fund beat its US Mid-Cap Blend category average: $100 invested three years ago grew to $156, against $150 for the category, and to $130 over one year, against $122. Volatility over the past three years was 16.61% a year. In the 12 months to Jun 2026 the fund lost a net $57.0M, and assets reached $707.90M.
IGE Growth of $100
What $100 invested in iShares North American Natural Resources ETF grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Mid-Cap Blend category average over the same months.
| Period | IGE | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $130 | $122 |
| 3 years (Jul 2023 – Jun 2026) | $156 | $150 |
| 5 years (Jul 2021 – Jun 2026) | $212 | $147 |
| Since data start (Jul 2019 – Jun 2026) | $231 | $208 |
IGE Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +12.88% |
| 1 year | +29.78% |
| 3 years (annualised) | +15.91% |
| 5 years (annualised) | +16.17% |
IGE Annual Returns
Calendar-year total returns of iShares North American Natural Resources ETF, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +12.88% |
| 2025 | +20.48% |
| 2024 | +7.53% |
| 2023 | +3.12% |
| 2022 | +33.35% |
| 2021 | +39.28% |
| 2020 | −19.46% |
| 2019 (Jul–Dec) | +2.41% |
IGE Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +12.0% | +11.6% | +0.7% | −0.9% | −3.5% | −6.2% | — | — | — | — | — | — |
| 2025 | +2.8% | +1.3% | +2.7% | −8.2% | +2.3% | +4.3% | +1.8% | +6.5% | +2.9% | −2.9% | +5.1% | +0.9% |
| 2024 | −2.0% | +2.5% | +10.5% | −0.8% | +1.9% | −2.7% | +3.5% | −1.2% | −1.4% | +0.9% | +6.3% | −9.1% |
| 2023 | +4.9% | −7.4% | −0.1% | +1.7% | −8.6% | +7.3% | +7.3% | +0.5% | 0.0% | −4.1% | +1.8% | +1.0% |
| 2022 | +10.4% | +7.1% | +9.2% | −3.2% | +10.0% | −16.0% | +7.4% | +0.6% | −9.5% | +18.7% | +3.8% | −4.2% |
| 2021 | +1.2% | +13.0% | +4.3% | +3.5% | +7.0% | +0.2% | −5.3% | −1.0% | +3.9% | +8.9% | −4.5% | +3.9% |
| 2020 | −8.3% | −12.2% | −30.4% | +26.9% | +2.5% | +0.8% | +1.2% | +1.0% | −9.7% | −2.3% | +16.9% | +4.0% |
| 2019 | — | — | — | — | — | — | −2.3% | −5.1% | +2.9% | −1.3% | +1.6% | +7.1% |
IGE Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 16.61%
- 3-year Sharpe ratio: 0.69 (vs 4.5% risk-free rate)
- Best month: +11.95% (Jan 2026)
- Worst month: −9.06% (Dec 2024)
IGE Fund Flows
Monthly money in and out of iShares North American Natural Resources ETF, from SEC Form N-PORT.
- 12-month net flow: −$57.0M
- 12-month gross sales (incl. reinvestments): $425.1M
- Sales ÷ redemptions: 0.88×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $0 | $44.4M | −$44.4M |
| May 2026 | $46.6M | $45.3M | $1.3M |
| Apr 2026 | $52.8M | $125.5M | −$72.8M |
| Mar 2026 | $101.4M | $97.5M | $3.8M |
| Feb 2026 | $100.8M | $108.5M | −$7.7M |
| Jan 2026 | $104.1M | $5.2M | $98.9M |
| Dec 2025 | $5.1M | $0 | $5.1M |
| Nov 2025 | $4.8M | $2.4M | $2.4M |
| Oct 2025 | $2.4M | $2.4M | −$42K |
| Sep 2025 | $7.2M | $12.0M | −$4.8M |
| Aug 2025 | $0 | $16.5M | −$16.5M |
| Jul 2025 | $0 | $22.4M | −$22.4M |
IGE Assets Under Management
Net assets of iShares North American Natural Resources ETF by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $707.90M |
| 2026-03-31 | $915.66M |
| 2025-12-31 | $645.24M |
| 2025-09-30 | $623.35M |
| 2025-06-30 | $604.24M |
| 2025-03-31 | $641.14M |
| 2024-12-31 | $613.09M |
| 2024-09-30 | $506.96M |
| 2024-06-30 | $532.62M |
| 2024-03-31 | $564.66M |
| 2023-12-31 | $578.31M |
| 2023-09-30 | $600.99M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.