iShares Core S&P U.S. Value ETF (IUSV): Historical Returns

Data Source: from January 1975 to February 2024 (~49 years)
Consolidated Returns as of 29 February 2024
Live Update: Mar 28 2024, 03:59PM Eastern Time
Category: Stocks
iShares Core S&P U.S. Value ETF (IUSV) ETF
ETF • LIVE PERFORMANCE (USD currency)
0.34%
1 Day
Mar 28 2024, 03:59PM Eastern Time
4.67%
Current Month
March 2024

In the last 30 Years, the iShares Core S&P U.S. Value ETF (IUSV) ETF obtained a 9.96% compound annual return, with a 15.37% standard deviation.

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The ETF is related to the following investment themes:

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

The iShares Core S&P U.S. Value ETF (IUSV) ETF is part of the following Lazy Portfolios:

Portfolio Name Author IUSV Weight Currency
US Stocks Value 100.00% USD

Investment Returns as of Feb 29, 2024

The iShares Core S&P U.S. Value ETF (IUSV) ETF guaranteed the following returns.

Returns are calculated in USD, assuming:
  • no fees or capital gain taxes.
  • the reinvestment of dividends.
  • the actual US Inflation rates.
ISHARES CORE S&P U.S. VALUE ETF (IUSV) ETF
Consolidated returns as of 29 February 2024
Live Update: Mar 28 2024, 03:59PM Eastern Time
Swipe left to see all data
  Chg (%) Return (%) Return (%) as of Feb 29, 2024
  1 Day Time ET(*) Mar 2024 1M 6M 1Y 5Y 10Y 30Y MAX
(~49Y)
iShares Core S&P U.S. Value ETF (IUSV) ETF 0.34 4.67 2.83 11.48 20.53 12.23 10.17 9.96 12.16
US Inflation Adjusted return 2.38 9.74 16.83 7.71 7.14 7.24 8.15
Returns over 1 year are annualized | Available data source: since Jan 1975
(*) Eastern Time (ET - America/New York)
US Inflation is updated to Feb 2024. Current inflation (annualized) is 1Y: 3.17% , 5Y: 4.19% , 10Y: 2.82% , 30Y: 2.54%

In 2023, the iShares Core S&P U.S. Value ETF (IUSV) ETF granted a 2.11% dividend yield. If you are interested in getting periodic income, please refer to the iShares Core S&P U.S. Value ETF (IUSV) ETF: Dividend Yield page.

Capital Growth as of Feb 29, 2024

An investment of 1$, since March 1994, now would be worth 17.24$, with a total return of 1624.28% (9.96% annualized).

The Inflation Adjusted Capital now would be 8.13$, with a net total return of 713.21% (7.24% annualized).
An investment of 1$, since January 1975, now would be worth 282.18$, with a total return of 28117.88% (12.16% annualized).

The Inflation Adjusted Capital now would be 47.08$, with a net total return of 4608.21% (8.15% annualized).

Investment Metrics as of Feb 29, 2024

Metrics of iShares Core S&P U.S. Value ETF (IUSV) ETF, updated as of 29 February 2024.

Metrics are calculated based on monthly returns, assuming:
  • no fees or capital gain taxes.
  • the reinvestment of dividends.
  • the actual US Inflation rates.
ISHARES CORE S&P U.S. VALUE ETF (IUSV) ETF
Advanced Metrics
Data Source: 1 January 1975 - 29 February 2024 (~49 years)
Swipe left to see all data
Metrics as of Feb 29, 2024
1M 3M 6M 1Y 3Y 5Y 10Y 20Y 30Y MAX
(~49Y)
Investment Return (%) 2.83 8.94 11.48 20.53 12.36 12.23 10.17 8.61 9.96 12.16
Infl. Adjusted Return (%) details 2.38 7.88 9.74 16.83 6.32 7.71 7.14 5.87 7.24 8.15
US Inflation (%) 0.44 0.98 1.59 3.17 5.68 4.19 2.82 2.59 2.54 3.71
Returns / Inflation rates over 1 year are annualized.
DRAWDOWN
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y 10Y 20Y 30Y MAX
Deepest Drawdown Depth (%) -9.27 -16.63 -26.06 -26.06 -55.41 -55.41 -55.41
Start to Recovery (# months) details 5 13 12 12 68 68 68
Start (yyyy mm) 2023 08 2022 01 2020 01 2020 01 2007 06 2007 06 2007 06
Start to Bottom (# months) 3 9 3 3 21 21 21
Bottom (yyyy mm) 2023 10 2022 09 2020 03 2020 03 2009 02 2009 02 2009 02
Bottom to End (# months) 2 4 9 9 47 47 47
End (yyyy mm) 2023 12 2023 01 2020 12 2020 12 2013 01 2013 01 2013 01
Longest Drawdown Depth (%)
same as
deepest

same as
deepest
-16.63 -12.56
same as
deepest

same as
deepest

same as
deepest
Start to Recovery (# months) details 13 15
Start (yyyy mm) 2023 08 2022 01 2022 01 2018 02 2007 06 2007 06 2007 06
Start to Bottom (# months) 3 9 9 11 21 21 21
Bottom (yyyy mm) 2023 10 2022 09 2022 09 2018 12 2009 02 2009 02 2009 02
Bottom to End (# months) 2 4 4 4 47 47 47
End (yyyy mm) 2023 12 2023 01 2023 01 2019 04 2013 01 2013 01 2013 01
Longest negative period (# months) details 6 22 22 37 79 132 132
Period Start (yyyy mm) 2023 05 2022 01 2022 01 2017 03 2005 03 1998 03 1998 03
Period End (yyyy mm) 2023 10 2023 10 2023 10 2020 03 2011 09 2009 02 2009 02
Annualized Return (%) -2.96 -0.36 -0.36 -0.87 -0.15 -0.36 -0.36
Deepest Drawdown Depth (%) -10.13 -21.00 -25.92 -25.92 -56.66 -56.66 -56.66
Start to Recovery (# months) details 5 19 12 12 74 74 74
Start (yyyy mm) 2023 08 2022 01 2020 01 2020 01 2007 06 2007 06 2007 06
Start to Bottom (# months) 3 9 3 3 21 21 21
Bottom (yyyy mm) 2023 10 2022 09 2020 03 2020 03 2009 02 2009 02 2009 02
Bottom to End (# months) 2 10 9 9 53 53 53
End (yyyy mm) 2023 12 2023 07 2020 12 2020 12 2013 07 2013 07 2013 07
Longest Drawdown Depth (%)
same as
deepest

same as
deepest
-21.00 -21.00
same as
deepest

same as
deepest

same as
deepest
Start to Recovery (# months) details 19 19
Start (yyyy mm) 2023 08 2022 01 2022 01 2022 01 2007 06 2007 06 2007 06
Start to Bottom (# months) 3 9 9 9 21 21 21
Bottom (yyyy mm) 2023 10 2022 09 2022 09 2022 09 2009 02 2009 02 2009 02
Bottom to End (# months) 2 10 10 10 53 53 53
End (yyyy mm) 2023 12 2023 07 2023 07 2023 07 2013 07 2013 07 2013 07
Longest negative period (# months) details 8 31 35 40 91 152 152
Period Start (yyyy mm) 2023 03 2021 04 2019 11 2016 12 2004 03 1999 02 1999 02
Period End (yyyy mm) 2023 10 2023 10 2022 09 2020 03 2011 09 2011 09 2011 09
Annualized Return (%) -1.49 -1.48 -0.53 -0.68 -1.03 -0.16 -0.16
RISK INDICATORS
1Y 3Y 5Y 10Y 20Y 30Y MAX
Standard Deviation (%) 14.30 16.58 18.65 15.48 15.60 15.37 15.31
Sharpe Ratio 1.07 0.60 0.56 0.58 0.47 0.50 0.53
Sortino Ratio 1.61 0.86 0.75 0.79 0.61 0.66 0.71
Ulcer Index 3.43 4.81 7.18 5.82 14.25 13.15 11.00
Ratio: Return / Standard Deviation 1.44 0.75 0.66 0.66 0.55 0.65 0.79
Ratio: Return / Deepest Drawdown 2.21 0.74 0.47 0.39 0.16 0.18 0.22
% Positive Months details 66% 58% 60% 64% 64% 64% 63%
Positive Months 8 21 36 77 154 233 377
Negative Months 4 15 24 43 86 127 213
LONG TERM RETURNS
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y 10Y 20Y 30Y MAX
Best 10 Years Return (%) - Annualized 10.17 15.32 15.32 18.99
Worst 10 Years Return (%) - Annualized 4.88 -1.23 -1.23
Best 10 Years Return (%) - Annualized 7.14 13.32 13.32 15.26
Worst 10 Years Return (%) - Annualized 3.07 -3.72 -3.72
ROLLING PERIODS
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y 10Y 20Y 30Y MAX
Over the latest 30Y
Best Rolling Return (%) - Annualized 56.37 31.55 24.16 15.32 10.49 9.96
Worst Rolling Return (%) - Annualized -46.81 -17.39 -6.77 -1.23 5.17
% Positive Periods 78% 84% 87% 98% 100% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 71.66 22.84 14.05 8.54 5.59 9.07
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - - 2.61 7.95
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized 53.08 28.56 21.33 13.32 8.01 7.24
Worst Rolling Return (%) - Annualized -46.82 -19.15 -9.17 -3.72 3.03
% Positive Periods 73% 80% 79% 91% 100% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 71.66 22.84 14.05 8.54 5.59 9.07
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - - 2.61 7.95
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Over all the available data source (Jan 1975 - Feb 2024)
Best Rolling Return (%) - Annualized 61.11 32.95 30.12 18.99 17.59 14.67
Worst Rolling Return (%) - Annualized -46.81 -17.39 -6.77 -1.23 5.17 8.88
% Positive Periods 81% 90% 92% 99% 100% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 71.66 22.84 14.05 8.54 5.59 7.12
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - - 2.61 6.08
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized 57.22 29.06 26.16 15.26 13.19 9.78
Worst Rolling Return (%) - Annualized -46.82 -19.15 -9.17 -3.72 3.03 6.38
% Positive Periods 72% 83% 86% 95% 100% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 71.66 22.84 14.05 8.54 5.59 7.12
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - - 2.61 6.08
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Terms and Definitions
  • Annualized Portfolio Return: it's the annualized geometric mean return of the portfolio.
  • Deepest/Longest Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough. The deepest (or maximum) drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The longest drawdown is the period observed from a peak to the subsequent peak with the greatest duration.
  • Longest negative period: it's the maximum period for which an overall negative return has been observed.
  • Standard Deviation: it's a measure of the dispersion of returns around the mean.
  • Sharpe Ratio: it's a measure of risk-adjusted performance of the portfolio. It's calculated by dividing the excess return of the portfolio over the risk-free rate by the portfolio standard deviation. The risk-free rate here considered is the 1-3 Mth T-Bill return.
  • Sortino Ratio: another measure of risk-adjusted performance of the portfolio. It's a modification of the Sharpe Ratio (same formula but the denominator is the portfolio downside standard deviation).
  • Ulcer Index: it's a measure of downside risk that quantifies the depth and duration of drawdowns in an investment portfolio.
  • Best/Worst 10Y returns: the best and the worst 10-year return over a time frame.
  • Rolling Returns: N-year returns over a time frame, calculated over all the available data source (best, worst, % of positive returns). Each rolling period, longer than the longest negative period, yielded a non-negative minimum return.
  • Safe Withdrawal Rate (SWR): it's the percentage of the initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, without the portfolio running out of money in any case (money amount withdrawal).
    For instance: Your initial invested capital is 100.000$; withdrawal rate (annualized) is 4%. This means that, in the first month, you will withdraw 100.000 * 4% * 1/12 = 333.33$. The second month, you’ll withdraw 333.33$ plus the inflation monthly rate. You’ll continue adjusting your withdraw monthly for inflation.
  • Perpetual Withdrawal Rate (PWR): it's the percentage of the initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, preserving the original invested capital, adjusted for inflation too.

Correlations as of Feb 29, 2024

Correlation measures to what degree the returns of the two assets move in relation to each other.

Correlation coefficient is a numerical value between -1 and +1. If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.

Monthly correlations of iShares Core S&P U.S. Value ETF (IUSV) ETF vs the main Asset Classes, over different timeframes. Columns are sortable (click on table header to sort).

ISHARES CORE S&P U.S. VALUE ETF (IUSV) ETF
Monthly correlations as of 29 February 2024
Swipe left to see all data
Correlation vs IUSV
Asset Class 1 Year 5 Years 10 Years 30 Years Since
Jan 1992
VTI
US Total Stock Market
0.96
0.94
0.95
0.96
0.96
SPY
US Large Cap
0.95
0.94
0.94
0.96
0.96
IJR
US Small Cap
0.87
0.92
0.90
0.85
0.84
VNQ
US REITs
0.95
0.84
0.74
0.66
0.65
QQQ
US Technology
0.71
0.77
0.76
0.72
0.72
PFF
Preferred Stocks
0.78
0.76
0.69
0.49
0.48
EFA
EAFE Stocks
0.95
0.92
0.87
0.83
0.80
VT
World All Countries
0.98
0.95
0.94
0.93
0.92
EEM
Emerging Markets
0.86
0.75
0.70
0.72
0.69
VGK
Europe
0.94
0.92
0.86
0.84
0.83
VPL
Pacific
0.93
0.86
0.82
0.71
0.66
FLLA
Latin America
0.91
0.77
0.63
0.66
0.65
BND
US Total Bond Market
0.72
0.41
0.28
0.15
0.15
TLT
Long Term Treasuries
0.79
0.06
-0.04
-0.13
-0.12
BIL
US Cash
0.27
-0.06
-0.03
0.00
0.00
TIP
TIPS
0.65
0.49
0.38
0.19
0.19
LQD
Invest. Grade Bonds
0.79
0.58
0.49
0.32
0.32
HYG
High Yield Bonds
0.89
0.83
0.80
0.69
0.68
CWB
US Convertible Bonds
0.88
0.78
0.79
0.80
0.80
BNDX
International Bonds
0.64
0.45
0.33
0.14
0.14
EMB
Emerg. Market Bonds
0.95
0.73
0.63
0.57
0.57
GLD
Gold
0.16
0.19
0.06
0.04
0.04
DBC
Commodities
0.10
0.58
0.50
0.36
0.35

If you want to learn more about historical correlations, you can find out here how the main asset class are correlated to each other.

Drawdowns

A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.

ISHARES CORE S&P U.S. VALUE ETF (IUSV) ETF
Drawdown periods
Drawdown periods - Inflation Adjusted
Data Source: 1 March 1994 - 29 February 2024 (30 Years)
Data Source: 1 January 1975 - 29 February 2024 (~49 years)
Inflation Adjusted:
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Rolling Returns

( more details)

A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.

ISHARES CORE S&P U.S. VALUE ETF (IUSV) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 March 1994 - 29 February 2024 (30 Years)
Data Source: 1 January 1975 - 29 February 2024 (~49 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -46.81 03/2008
02/2009
0.53$ -4.59 0.95$ 12.86 1.12$ 26.11 1.26$ 56.37 03/2009
02/2010
1.56$ 20.53 21.78%
2Y -30.38 03/2007
02/2009
0.48$ 0.56 1.01$ 10.93 1.23$ 22.37 1.49$ 38.27 03/2009
02/2011
1.91$ 10.59 14.54%
3Y -17.39 03/2006
02/2009
0.56$ -0.11 0.99$ 10.65 1.35$ 18.06 1.64$ 31.55 04/1995
03/1998
2.27$ 12.36 15.38%
5Y -6.77 03/2004
02/2009
0.70$ 0.73 1.03$ 9.04 1.54$ 14.85 1.99$ 24.16 07/1994
06/1999
2.95$ 12.23 12.96%
7Y -2.83 03/2002
02/2009
0.81$ 4.17 1.33$ 7.88 1.70$ 12.52 2.28$ 17.53 07/1994
06/2001
3.09$ 10.29 1.44%
10Y -1.23 03/1999
02/2009
0.88$ 4.13 1.49$ 8.09 2.17$ 12.04 3.11$ 15.32 03/2009
02/2019
4.15$ 10.17 1.24%
15Y 4.97 08/1997
07/2012
2.07$ 5.91 2.36$ 7.35 2.89$ 8.66 3.47$ 14.28 03/2009
02/2024
7.40$ 14.28 0.00%
20Y 5.17 04/2000
03/2020
2.74$ 6.72 3.67$ 8.18 4.81$ 9.59 6.24$ 10.49 01/1995
12/2014
7.34$ 8.61 0.00%
30Y 9.96 03/1994
02/2024
17.24$ 9.96 17.24$ 9.96 17.24$ 9.96 17.24$ 9.96 03/1994
02/2024
17.24$ 9.96 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -46.82 03/2008
02/2009
0.53$ -6.56 0.93$ 10.09 1.10$ 22.97 1.22$ 53.08 03/2009
02/2010
1.53$ 16.83 26.65%
2Y -31.78 03/2007
02/2009
0.46$ -2.10 0.95$ 8.22 1.17$ 20.25 1.44$ 35.38 03/2009
02/2011
1.83$ 5.77 20.18%
3Y -19.15 03/2006
02/2009
0.52$ -2.38 0.93$ 7.94 1.25$ 15.59 1.54$ 28.56 04/1995
03/1998
2.12$ 6.32 19.38%
5Y -9.17 03/2004
02/2009
0.61$ -1.38 0.93$ 6.67 1.38$ 13.02 1.84$ 21.33 07/1994
06/1999
2.62$ 7.71 20.60%
7Y -5.27 03/2002
02/2009
0.68$ 1.77 1.13$ 5.57 1.46$ 10.79 2.04$ 14.49 07/1994
06/2001
2.57$ 6.53 4.33%
10Y -3.72 03/1999
02/2009
0.68$ 1.68 1.18$ 5.80 1.75$ 9.65 2.51$ 13.32 03/2009
02/2019
3.49$ 7.14 8.71%
15Y 2.52 08/1997
07/2012
1.45$ 3.56 1.68$ 5.02 2.08$ 6.15 2.44$ 11.42 03/2009
02/2024
5.06$ 11.42 0.00%
20Y 3.03 04/2000
03/2020
1.81$ 4.45 2.38$ 5.74 3.05$ 6.91 3.80$ 8.01 01/1995
12/2014
4.66$ 5.87 0.00%
30Y 7.24 03/1994
02/2024
8.13$ 7.24 8.13$ 7.24 8.13$ 7.24 8.13$ 7.24 03/1994
02/2024
8.13$ 7.24 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -46.81 03/2008
02/2009
0.53$ -2.86 0.97$ 13.34 1.13$ 28.15 1.28$ 61.11 07/1982
06/1983
1.61$ 20.53 18.65%
2Y -30.38 03/2007
02/2009
0.48$ 3.32 1.06$ 12.15 1.25$ 22.91 1.51$ 38.27 03/2009
02/2011
1.91$ 10.59 8.82%
3Y -17.39 03/2006
02/2009
0.56$ 4.33 1.13$ 12.66 1.42$ 19.31 1.69$ 32.95 08/1984
07/1987
2.34$ 12.36 9.01%
5Y -6.77 03/2004
02/2009
0.70$ 4.04 1.21$ 12.35 1.78$ 18.61 2.34$ 30.12 08/1982
07/1987
3.73$ 12.23 7.34%
7Y -2.83 03/2002
02/2009
0.81$ 5.77 1.48$ 12.18 2.23$ 17.53 3.09$ 23.41 08/1982
07/1989
4.36$ 10.29 0.79%
10Y -1.23 03/1999
02/2009
0.88$ 5.99 1.78$ 12.46 3.23$ 16.46 4.58$ 18.99 09/1977
08/1987
5.68$ 10.17 0.64%
15Y 4.97 08/1997
07/2012
2.07$ 6.60 2.60$ 11.75 5.29$ 15.80 9.02$ 19.53 08/1982
07/1997
14.52$ 14.28 0.00%
20Y 5.17 04/2000
03/2020
2.74$ 7.92 4.59$ 10.15 6.91$ 15.45 17.68$ 17.59 04/1978
03/1998
25.54$ 8.61 0.00%
30Y 8.88 04/1990
03/2020
12.83$ 9.79 16.46$ 11.12 23.67$ 13.33 42.68$ 14.67 01/1975
12/2004
60.66$ 9.96 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -46.82 03/2008
02/2009
0.53$ -6.24 0.93$ 9.01 1.09$ 23.53 1.23$ 57.22 07/1982
06/1983
1.57$ 16.83 27.63%
2Y -31.78 03/2007
02/2009
0.46$ -1.07 0.97$ 7.84 1.16$ 19.34 1.42$ 35.38 03/2009
02/2011
1.83$ 5.77 17.64%
3Y -19.15 03/2006
02/2009
0.52$ -0.32 0.99$ 8.27 1.26$ 15.58 1.54$ 29.06 08/1984
07/1987
2.14$ 6.32 16.04%
5Y -9.17 03/2004
02/2009
0.61$ 0.59 1.02$ 8.23 1.48$ 14.33 1.95$ 26.16 08/1982
07/1987
3.19$ 7.71 13.75%
7Y -5.27 03/2002
02/2009
0.68$ 2.81 1.21$ 7.81 1.69$ 13.54 2.43$ 19.18 08/1982
07/1989
3.41$ 6.53 2.56%
10Y -3.72 03/1999
02/2009
0.68$ 4.03 1.48$ 9.02 2.37$ 11.71 3.02$ 15.26 11/1990
10/2000
4.13$ 7.14 4.46%
15Y 2.52 08/1997
07/2012
1.45$ 4.28 1.87$ 7.99 3.16$ 11.09 4.84$ 15.63 08/1982
07/1997
8.82$ 11.42 0.00%
20Y 3.03 04/2000
03/2020
1.81$ 5.40 2.86$ 7.61 4.33$ 11.21 8.37$ 13.19 04/1980
03/2000
11.92$ 5.87 0.00%
30Y 6.38 04/1990
03/2020
6.39$ 7.04 7.70$ 7.85 9.65$ 8.73 12.32$ 9.78 01/1975
12/2004
16.42$ 7.24 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

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

Seasonality

In which months is it better to invest in iShares Core S&P U.S. Value ETF (IUSV) ETF?

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.
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Monthly Returns

This section provides a visual/tabular representation of the performance variability in the iShares Core S&P U.S. Value ETF (IUSV) ETF over time. It illustrates the distribution of monthly returns, showcasing the range and frequency of positive and negative returns.

ISHARES CORE S&P U.S. VALUE ETF (IUSV) ETF
Monthly Returns Distribution
Data Source: 1 March 1994 - 29 February 2024 (30 Years)
Data Source: 1 January 1975 - 29 February 2024 (~49 years)
233 Positive Months (65%) - 127 Negative Months (35%)
377 Positive Months (64%) - 213 Negative Months (36%)
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Investment Returns, up to December 2000, have been derived using the historical series of equivalent ETFs / Assets.
You can find additional information on extended Data Sources here.

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