Last Update: 31 Aug 2021

Category: Stocks
ETF: iShares Core S&P 500 (IVV)

In the last 10 years, the iShares Core S&P 500 (IVV) ETF obtained a 16.29% compound annual return, with a 13.28% standard deviation.

In the last 20 years, a 9.25% compound annual return, with a 14.62% standard deviation.

In 2020, the portfolio granted a 1.84% dividend yield. If you are interested in getting periodic income, please refer to the iShares Core S&P 500 (IVV): 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.

Capital Growth and Historical Returns

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): Dividend Yield page.

Capital Growth:
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Period Returns
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+3.02%
0.00%
1 - 0
3M
+7.91%
0.00%
3 - 0
6M
+19.59%
0.00%
6 - 0
YTD
+21.62%
-1.03%
Jan 2021 - Jan 2021
7 - 1
1Y
+31.34%
12.82%
-6.17%
Sep 2020 - Oct 2020
9 - 3
3Y
+18.04%
annualized
18.09%
-19.57%
Feb 2020 - Mar 2020
27 - 9
5Y
+17.99%
annualized
14.75%
-19.57%
Feb 2020 - Mar 2020
48 - 12
10Y
+16.29%
annualized
13.28%
-19.57%
Feb 2020 - Mar 2020
89 - 31
MAX
01 Jan 2001
+8.23%
annualized
14.81%
-50.79%
Nov 2007 - Feb 2009
165 - 83

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

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

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+9.67% +56.52%
Apr 2020 - Mar 2021
-43.22%
Mar 2008 - Feb 2009
19.41%
2 Years
+9.09% +36.99%
Mar 2009 - Feb 2011
-26.00%
Mar 2007 - Feb 2009
15.56%
3 Years
+9.04% +25.34%
Mar 2009 - Feb 2012
-15.04%
Mar 2006 - Feb 2009
15.96%
5 Years
+8.80% +22.85%
Mar 2009 - Feb 2014
-6.63%
Mar 2004 - Feb 2009
8.47%
7 Years
+8.39% +17.15%
Mar 2009 - Feb 2016
-3.81%
Mar 2002 - Feb 2009
4.24%
10 Years
+8.75% +16.58%
Mar 2009 - Feb 2019
+1.26%
Feb 2001 - Jan 2011
0.00%
15 Years
+8.48% +10.86%
Sep 2006 - Aug 2021
+4.35%
Feb 2001 - Jan 2016
0.00%
20 Years
+8.23% +9.25%
Sep 2001 - Aug 2021
+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 and Yearly/Monthly Returns

In the table below, for the iShares Core S&P 500 (IVV) ETF, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

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

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 %
0.07
52%
-0.19
57%
0.77
67%
2.77
81%
0.61
71%
-0.36
62%
1.39
67%
0.18
67%
-0.61
60%
1.10
65%
2.48
80%
0.86
70%
Best
Year
7.9
2019
5.7
2015
8.0
2009
12.7
2020
5.8
2009
7.0
2019
7.4
2009
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
-5.7
2002
-8.0
2010
-8.4
2008
-7.8
2002
-6.1
2015
-10.4
2002
-16.6
2008
-7.5
2008
-8.9
2018

For further information about the seasonality, check the Asset Class Seasonality page.

Investing in iShares Core S&P 500 (IVV) ETF: detail of monthly returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+21.62% -1.0 2.8 4.6 5.3 0.7 2.3 2.4 3.0
2020
+18.40% 0.0 -8.5 -12.1 12.7 4.8 1.9 5.9 7.0 -3.8 -2.5 10.9 3.8
2019
+31.25% 7.9 3.2 1.9 4.0 -6.3 7.0 1.5 -1.7 2.0 2.2 3.6 2.9
2018
-4.47% 5.7 -3.8 -2.5 0.4 2.4 0.6 3.8 3.2 0.5 -6.8 1.9 -8.9
2017
+21.76% 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% -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% -2.9 5.7 -1.6 1.0 1.3 -2.0 2.2 -6.1 -2.5 8.5 0.4 -1.7
2014
+13.56% -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% 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% 4.6 4.2 3.3 -0.7 -6.0 4.2 1.2 2.5 2.3 -2.0 0.9 1.0
2011
+1.86% 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% -3.7 3.2 6.1 1.6 -8.0 -5.3 7.0 -4.4 8.8 3.8 -0.1 6.8
2009
+26.60% -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% -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% 1.4 -1.9 1.2 4.3 3.4 -1.6 -3.2 1.3 4.1 1.4 -4.1 -0.8
2006
+15.94% 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% -2.2 2.1 -1.8 -1.8 3.2 0.1 3.9 -1.0 0.8 -2.2 4.2 -0.2
2004
+10.79% 2.2 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% -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% -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% 4.2 -9.4 -5.7 7.3 0.4 -2.1 -1.1 -5.8 -8.6 1.8 7.8 0.5
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