Last Update: 31 Aug 2021

Category: Stocks
ETF: iShares Core S&P Total US Stock Mkt (ITOT)

In the last 10 years, the iShares Core S&P Total US Stock Mkt (ITOT) ETF obtained a 16.27% compound annual return, with a 13.79% standard deviation.

In 2020, the portfolio granted a 1.69% dividend yield. If you are interested in getting periodic income, please refer to the iShares Core S&P Total US Stock Mkt (ITOT): 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 Total US Stock Mkt (ITOT): Dividend Yield page.

Capital Growth:
Swipe left to see all data
Period Returns
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+2.83%
0.00%
1 - 0
3M
+7.18%
0.00%
3 - 0
6M
+17.24%
0.00%
6 - 0
YTD
+20.62%
-0.27%
Jan 2021 - Jan 2021
7 - 1
1Y
+33.43%
13.06%
-5.38%
Sep 2020 - Oct 2020
9 - 3
3Y
+17.80%
annualized
18.92%
-20.91%
Jan 2020 - Mar 2020
26 - 10
5Y
+17.93%
annualized
15.34%
-20.91%
Jan 2020 - Mar 2020
47 - 13
10Y
+16.27%
annualized
13.79%
-20.91%
Jan 2020 - Mar 2020
90 - 30
MAX
01 Jan 2005
+10.50%
annualized
14.92%
-50.76%
Nov 2007 - Feb 2009
140 - 60

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

iShares Core S&P Total US Stock Mkt (ITOT) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+11.46% +62.68%
Apr 2020 - Mar 2021
-43.14%
Mar 2008 - Feb 2009
15.34%
2 Years
+10.05% +38.10%
Mar 2009 - Feb 2011
-26.20%
Mar 2007 - Feb 2009
14.12%
3 Years
+9.35% +25.89%
Mar 2009 - Feb 2012
-15.29%
Mar 2006 - Feb 2009
16.36%
5 Years
+10.24% +23.38%
Mar 2009 - Feb 2014
-1.02%
Oct 2006 - Sep 2011
4.26%
7 Years
+10.74% +17.30%
Mar 2009 - Feb 2016
+2.79%
Jan 2005 - Dec 2011
0.00%
10 Years
+10.60% +16.77%
Mar 2009 - Feb 2019
+6.39%
Mar 2006 - Feb 2016
0.00%
15 Years
+9.49% +10.96%
Sep 2006 - Aug 2021
+7.43%
Apr 2005 - Mar 2020
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 Total US Stock Mkt (ITOT) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the iShares Core S&P Total US Stock Mkt (ITOT) 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 %
-0.06
47%
0.50
71%
1.10
71%
2.91
88%
0.42
71%
0.03
65%
2.15
76%
0.27
65%
0.52
69%
0.30
56%
1.97
81%
1.05
81%
Best
Year
8.4
2019
5.7
2015
8.3
2009
13.2
2020
5.2
2020
6.9
2019
7.6
2009
7.1
2020
9.2
2010
11.3
2011
12.0
2020
6.7
2010
Worst
Year
-8.9
2009
-10.4
2009
-13.9
2020
-2.3
2005
-8.1
2010
-8.2
2008
-3.4
2007
-6.1
2015
-9.2
2008
-17.5
2008
-7.2
2008
-9.1
2018

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

Investing in iShares Core S&P Total US Stock Mkt (ITOT) ETF: detail of monthly returns

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+20.62% -0.3 3.2 3.6 5.1 0.5 2.4 1.8 2.8
2020
+20.71% -0.1 -8.1 -13.9 13.2 5.2 2.3 5.8 7.1 -3.5 -1.9 12.0 4.4
2019
+30.67% 8.4 3.5 1.4 3.9 -6.4 6.9 1.3 -1.9 1.8 2.2 3.8 2.9
2018
-5.31% 5.2 -3.8 -1.9 0.3 2.8 0.7 3.3 3.5 0.2 -7.4 1.9 -9.1
2017
+21.38% 2.0 3.6 0.1 1.0 1.1 0.9 1.9 0.1 2.4 2.2 3.0 1.2
2016
+12.61% -5.9 0.1 7.2 0.6 1.8 0.2 4.0 0.3 0.2 -2.3 4.4 2.0
2015
+0.91% -2.9 5.7 -1.3 0.6 1.3 -1.8 1.9 -6.1 -2.6 8.2 0.4 -1.9
2014
+13.52% -3.4 4.5 0.8 0.4 2.2 2.3 -1.7 4.1 -1.8 2.6 2.5 0.5
2013
+33.31% 5.3 1.2 4.3 1.8 2.4 -1.4 5.4 -3.0 3.5 4.4 3.0 2.5
2012
+15.83% 4.6 4.0 3.3 -0.8 -5.9 3.8 1.1 0.2 4.8 -1.7 0.6 1.2
2011
+1.73% 2.1 3.6 0.4 2.8 -1.0 -1.7 -2.3 -5.4 -7.6 11.3 -0.8 1.5
2010
+16.21% -3.5 3.2 6.2 2.0 -8.1 -5.3 7.0 -4.7 9.2 3.8 0.3 6.7
2009
+26.59% -8.9 -10.4 8.3 10.6 5.2 0.4 7.6 3.7 3.8 -2.3 5.9 2.4
2008
-36.48% -6.0 -3.0 -0.5 5.0 1.7 -8.2 -0.8 1.6 -9.2 -17.5 -7.2 1.9
2007
+5.16% 1.8 -1.6 1.0 4.2 3.7 -1.8 -3.4 1.6 3.6 1.5 -4.5 -0.6
2006
+15.12% 3.1 0.2 1.7 1.1 -3.2 0.2 0.1 2.2 2.4 3.3 2.1 1.1
2005
+5.32% -2.6 2.5 -2.0 -2.3 3.7 0.6 3.6 -1.4 1.1 -1.8 4.0 0.0
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