Seasonal Evaluation for iShares U.S. Equity Factor Rotation Active ETF (DYNF)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 50.00% | 85.71% | 57.14% | 100.00% |
| Median Return | 1.59% | 7.51% | 2.20% | 7.62% |
| Average Return | 10.01% | 8.73% | 5.34% | 7.11% |
| Maximum Gain | 12.22% | 17.92% | 8.92% | 13.59% |
| Gain Year | 2024 | 2020 | 2025 | 2023 |
| Maximum Loss | -20.96% | -15.13% | -5.50% | 2.95% |
| Loss Year | 2020 | 2022 | 2022 | 2025 |
| Based on the past 6 years (2020-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 76.92% | 71.43% | 69.23% | 78.57% |
| Median Return | 7.62% | 5.74% | 7.51% | 6.43% |
| Average Return | 7.88% | 7.17% | 9.13% | 6.41% |
| Maximum Gain | 13.59% | 17.92% | 17.92% | 13.59% |
| Gain Year | 2023 | 2020 | 2020 | 2023 |
| Maximum Loss | -20.96% | -15.13% | -20.96% | -5.50% |
| Loss Year | 2020 | 2022 | 2020 | 2022 |
| Based on the past 6 years (2020-2025) | ||||