Data Source: from January 2001 to July 2022
Consolidated Returns as of 31 Jul 2022
Category: Stocks
ETF: iShares Core S&P 500 (IVV)

In the last 20 Years, the iShares Core S&P 500 (IVV) ETF obtained a 9.98% compound annual return, with a 14.71% standard deviation.

In 2021, the ETF granted a 1.53% dividend yield. If you are interested in getting periodic income, please refer to the iShares Core S&P 500 (IVV) ETF: Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Large Cap
  • Style: Blend
  • Region: North America
  • Country: U.S.

Historical Returns as of Jul 31, 2022

Historical returns and stats of iShares Core S&P 500 (IVV) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.

ISHARES CORE S&P 500 (IVV) ETF
Consolidated returns as of 31 Jul 2022
Data Source: from January 2001 to July 2022
Swipe left to see all data
Period Return (%)
as of Jul 2022
Return (%)
Infl.Adj.
Standard
Deviation (%)
Max
Drawdown (%)
Months
Pos - Neg
1M
Jul 2022
9.27
9.28
0.00
1 - 0
3M
0.49
-1.94
-8.32
Jun 2022 - Jun 2022
2 - 1
6M
-7.70
-12.42
-16.16
Apr 2022 - Jun 2022
3 - 3
YTD
-12.58
-17.74
-20.00
Jan 2022 - Jun 2022
3 - 4
1Y
-4.66
-12.15
19.61
-20.00
Jan 2022 - Jun 2022
6 - 6
50% pos
3Y(*)
13.34
8.03
18.96
-20.00
Jan 2022 - Jun 2022
24 - 12
67% pos
5Y(*)
12.80
8.57
17.15
-20.00
Jan 2022 - Jun 2022
43 - 17
72% pos
10Y(*)
13.77
10.88
13.88
-20.00
Jan 2022 - Jun 2022
87 - 33
73% pos
15Y(*)
9.37
6.83
15.81
-50.78
Nov 2007 - Feb 2009
120 - 60
67% pos
20Y(*)
9.98
7.27
14.71
-50.78
Nov 2007 - Feb 2009
162 - 78
68% pos
MAX(*)
01 Jan 2001
7.48
4.86
15.10
-50.78
Nov 2007 - Feb 2009
169 - 90
65% pos
(*) Returns over 1 year are annualized

US Inflation is updated to Jul 2022. Current inflation (annualized) is 1Y: 8.52% , 5Y: 3.89% , 10Y: 2.60%

Correlations as of Jul 31, 2022

Monthly correlations of iShares Core S&P 500 (IVV) ETF vs the main Asset Classes, over different timeframes.

Columns are sortable (click on table header to sort).

ISHARES CORE S&P 500 (IVV) ETF
Monthly correlations as of 31 Jul 2022
Swipe left to see all data
Correlation vs IVV
 
Asset Class 1 Year 5 Years 10 Years Since
Jan 2001
US Total Stock Market
VTI
1.00
1.00
1.00
1.00
US Large Cap
SPY
1.00
1.00
1.00
1.00
US Small Cap
IJR
0.92
0.88
0.86
0.87
US REITs
VNQ
0.89
0.80
0.68
0.67
US Technology
QQQ
0.96
0.94
0.92
0.88
Preferred Stocks
PFF
0.91
0.81
0.73
0.49
EAFE Stocks
EFA
0.93
0.90
0.85
0.87
World All Countries
VT
0.99
0.98
0.96
0.96
Emerging Markets
EEM
0.69
0.72
0.66
0.76
Europe
VGK
0.91
0.89
0.84
0.88
Pacific
VPL
0.85
0.86
0.78
0.76
Latin America
FLLA
0.52
0.57
0.54
0.68
US Total Bond Market
BND
0.69
0.33
0.23
0.03
Long Term Treasuries
TLT
0.59
-0.09
-0.13
-0.26
US Cash
BIL
-0.04
-0.21
-0.15
-0.14
TIPS
TIP
0.75
0.49
0.33
0.11
Investment Grade Bonds
LQD
0.80
0.58
0.47
0.27
High Yield Bonds
HYG
0.82
0.81
0.77
0.69
International Bond Market
BNDX
0.65
0.33
0.27
0.11
Emerging Market Bonds
EMB
0.90
0.69
0.60
0.53
Gold
GLD
0.23
0.13
0.04
0.05
Commodities
DBC
0.06
0.48
0.40
0.39

Capital Growth as of Jul 31, 2022

Capital growth, returns, stats are calculated assuming a reinvestment of dividends.

If you are interested in getting periodic income, please refer to the iShares Core S&P 500 (IVV) ETF: Dividend Yield page.

An investment of 1000$, since August 2002, now would be worth 6700.28$, with a total return of 570.03% (9.98% annualized).

The Inflation Adjusted Capital now would be 4072.96$, with a net total return of 307.30% (7.27% annualized).
An investment of 1000$, since January 2001, now would be worth 4741.42$, with a total return of 374.14% (7.48% annualized).

The Inflation Adjusted Capital now would be 2784.59$, with a net total return of 178.46% (4.86% annualized).

Drawdowns

Worst drawdowns since August 2002.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-50.78% Nov 2007 Feb 2009 16 Mar 2012 37 53
-20.00% Jan 2022 Jun 2022 6 in progress 1 7
-19.56% Feb 2020 Mar 2020 2 Jul 2020 4 6
-13.45% Oct 2018 Dec 2018 3 Apr 2019 4 7
-10.36% Sep 2002 Sep 2002 1 Nov 2002 2 3
-8.97% Dec 2002 Feb 2003 3 May 2003 3 6
-8.48% Aug 2015 Sep 2015 2 May 2016 8 10
-6.63% Apr 2012 May 2012 2 Aug 2012 3 5
-6.30% May 2019 May 2019 1 Jun 2019 1 2
-6.18% Feb 2018 Mar 2018 2 Jul 2018 4 6
-6.17% Sep 2020 Oct 2020 2 Nov 2020 1 3
-4.69% Jun 2007 Jul 2007 2 Sep 2007 2 4
-4.68% Sep 2021 Sep 2021 1 Oct 2021 1 2
-3.78% Jan 2005 Apr 2005 4 Jul 2005 3 7
-3.49% Jan 2014 Jan 2014 1 Feb 2014 1 2
-3.19% Dec 2014 Jan 2015 2 Feb 2015 1 3
-3.13% Jul 2004 Jul 2004 1 Nov 2004 4 5
-3.08% Mar 2004 Apr 2004 2 Jun 2004 2 4
-3.04% Aug 2013 Aug 2013 1 Sep 2013 1 2
-2.93% May 2006 May 2006 1 Sep 2006 4 5

Worst drawdowns since January 2001.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-50.78% Nov 2007 Feb 2009 16 Mar 2012 37 53
-38.85% Feb 2001 Sep 2002 20 Jan 2006 40 60
-20.00% Jan 2022 Jun 2022 6 in progress 1 7
-19.56% Feb 2020 Mar 2020 2 Jul 2020 4 6
-13.45% Oct 2018 Dec 2018 3 Apr 2019 4 7
-8.48% Aug 2015 Sep 2015 2 May 2016 8 10
-6.63% Apr 2012 May 2012 2 Aug 2012 3 5
-6.30% May 2019 May 2019 1 Jun 2019 1 2
-6.18% Feb 2018 Mar 2018 2 Jul 2018 4 6
-6.17% Sep 2020 Oct 2020 2 Nov 2020 1 3
-4.69% Jun 2007 Jul 2007 2 Sep 2007 2 4
-4.68% Sep 2021 Sep 2021 1 Oct 2021 1 2
-3.49% Jan 2014 Jan 2014 1 Feb 2014 1 2
-3.19% Dec 2014 Jan 2015 2 Feb 2015 1 3
-3.04% Aug 2013 Aug 2013 1 Sep 2013 1 2
-2.93% May 2006 May 2006 1 Sep 2006 4 5
-2.02% Oct 2012 Oct 2012 1 Jan 2013 3 4
-1.98% Jun 2015 Jun 2015 1 Jul 2015 1 2
-1.90% Feb 2007 Feb 2007 1 Apr 2007 2 3
-1.78% Oct 2016 Oct 2016 1 Nov 2016 1 2

Rolling Returns ( more details)

iShares Core S&P 500 (IVV) ETF: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
9.92 56.52
Apr 2020 - Mar 2021
-43.22
Mar 2008 - Feb 2009
19.76%
2 Years
9.68 36.99
Mar 2009 - Feb 2011
-26.00
Mar 2007 - Feb 2009
14.83%
3 Years
9.47 26.01
Jan 2019 - Dec 2021
-15.04
Mar 2006 - Feb 2009
15.18%
5 Years
9.17 22.85
Mar 2009 - Feb 2014
-6.63
Mar 2004 - Feb 2009
8.00%
7 Years
8.70 17.15
Mar 2009 - Feb 2016
-3.81
Mar 2002 - Feb 2009
3.98%
10 Years
9.23 16.58
Mar 2009 - Feb 2019
1.26
Feb 2001 - Jan 2011
0.00%
15 Years
8.67 10.86
Sep 2006 - Aug 2021
4.35
Feb 2001 - Jan 2016
0.00%
20 Years
8.85 9.98
Aug 2002 - Jul 2022
7.18
Feb 2001 - Jan 2021
0.00%
(*) Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the iShares Core S&P 500 (IVV) ETF: Rolling Returns page.

Seasonality

iShares Core S&P 500 (IVV) ETF: in which months is it better to invest?

Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.

For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
-0.18
50%
-0.31
55%
0.90
64%
2.24
77%
0.60
73%
-0.72
59%
1.75
68%
0.18
67%
-0.80
57%
1.38
67%
2.33
76%
1.04
71%
Best
Year
7.9
2019
5.6
2015
8.0
2009
12.7
2020
5.8
2009
6.9
2019
9.3
2022
7.0
2020
8.8
2010
10.7
2011
10.9
2020
6.8
2010
Worst
Year
-8.1
2009
-10.6
2009
-12.1
2020
-8.8
2022
-8.0
2010
-8.4
2008
-7.8
2002
-6.1
2015
-10.4
2002
-16.6
2008
-7.5
2008
-8.9
2018
Statistics calculated for the period Jan 2001 - Jul 2022

Monthly/Yearly Returns

iShares Core S&P 500 (IVV) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
169 Positive Months (65%) - 90 Negative Months (35%)
Jan 2001 - Jul 2022
Swipe left to see all data
Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022
-12.58 -17.74 -5.3 -2.9 3.8 -8.8 0.3 -8.3 9.3
2021
+28.76 +20.29 -1.0 2.8 4.6 5.3 0.7 2.3 2.4 3.0 -4.7 7.0 -0.7 4.6
2020
+18.40 +16.81 0.0 -8.5 -12.1 12.7 4.8 1.9 5.9 7.0 -3.7 -2.5 10.9 3.8
2019
+31.25 +28.32 7.9 3.2 1.9 4.0 -6.3 6.9 1.5 -1.7 1.9 2.2 3.6 2.9
2018
-4.47 -6.26 5.7 -3.8 -2.5 0.4 2.4 0.6 3.7 3.2 0.5 -6.8 1.9 -8.9
2017
+21.76 +19.25 1.8 4.0 0.1 1.0 1.4 0.7 2.1 0.3 2.0 2.3 3.1 1.2
2016
+12.16 +9.88 -5.0 -0.1 6.8 0.4 1.7 0.3 3.7 0.1 0.0 -1.8 3.7 2.1
2015
+1.30 +0.56 -2.9 5.6 -1.6 1.0 1.3 -2.0 2.2 -6.1 -2.5 8.5 0.4 -1.7
2014
+13.56 +12.71 -3.5 4.6 0.9 0.7 2.3 2.1 -1.4 4.0 -1.4 2.4 2.8 -0.3
2013
+32.30 +30.34 5.1 1.4 3.7 2.0 2.4 -1.6 5.4 -3.0 3.2 4.6 3.0 2.6
2012
+16.06 +14.07 4.6 4.2 3.3 -0.7 -6.0 4.2 1.2 2.5 2.3 -2.0 0.9 0.9
2011
+1.86 -1.07 2.3 3.5 0.0 3.0 -1.2 -1.7 -2.0 -5.5 -6.8 10.7 -0.3 1.1
2010
+15.09 +13.39 -3.7 3.1 6.1 1.6 -8.0 -5.3 7.0 -4.4 8.8 3.8 -0.1 6.8
2009
+26.60 +23.25 -8.1 -10.6 8.0 10.1 5.8 0.0 7.4 3.7 3.6 -1.9 6.1 1.9
2008
-37.02 -37.08 -6.3 -2.8 -0.6 4.8 1.3 -8.4 -0.7 1.5 -8.9 -16.6 -7.5 1.0
2007
+5.29 +1.16 1.4 -1.9 1.2 4.3 3.4 -1.5 -3.2 1.3 4.1 1.4 -4.1 -0.8
2006
+15.94 +13.07 2.5 0.5 1.6 1.3 -2.9 0.3 0.4 2.2 2.7 3.2 2.0 1.4
2005
+4.87 +1.41 -2.2 2.1 -1.8 -1.8 3.1 0.1 3.9 -1.0 0.8 -2.1 4.2 -0.2
2004
+10.79 +7.29 2.1 1.3 -1.2 -1.9 1.7 1.8 -3.1 0.2 1.0 1.3 4.4 3.1
2003
+28.46 +26.09 -2.5 -1.4 0.2 8.5 5.4 1.2 1.7 1.9 -1.0 5.4 1.2 5.2
2002
-21.55 -23.37 -1.0 -1.9 3.4 -5.7 -0.8 -7.2 -7.8 0.5 -10.4 8.3 5.7 -5.4
2001
-11.95 -13.30 4.2 -9.4 -5.7 7.3 0.4 -2.1 -1.1 -5.8 -8.6 1.8 7.8 0.5
Share this page