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IVV: iShares Core S&P 500 ETF (ETF)
Basic Info 628.17 4.75(0.76%) July 03
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 05/19/2000 |
| Last Dividend Date: | 06/16/2025 |
| 12-Mo. Yield | 1.44% |
| Expenses | 0.03% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/19/2000 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.2 | 7.4 | 14.9 | 19.7 | 16.6 | 13.6 | 14.9 | 10.7 | 8.1 | 24.9 | 26.3 | -18.2 | 28.8 | 18.4 | 31.4 | -4.5 | 21.8 | 11.5 | 1.3 | 13.6 | 32.3 | 16.1 | 1.9 | 15.1 | 26.6 | -37.0 | 5.3 | 15.9 | 4.9 | 10.8 | 28.5 | -21.5 | -12.0 | -6.1 |
| Sharpe Ratio | NA | 0.51 | 0.59 | 0.95 | 0.84 | 0.66 | NA | NA | 0.35 | 1.69 | 1.75 | -0.81 | 2.21 | 0.52 | 2.38 | -0.34 | 3.21 | 0.87 | 0.08 | 1.2 | 2.92 | 1.27 | 0.08 | 0.84 | 0.99 | -0.96 | 0.14 | 1.27 | 0.25 | 0.89 | 1.67 | -0.86 | -0.67 | -0.71 |
| Draw Down(%) | NA | 18.8 | 18.8 | 18.8 | 24.5 | 33.9 | NA | NA | 55.3 | 8.4 | 9.9 | 24.5 | 5.1 | 33.9 | 6.6 | 19.4 | 2.6 | 10.3 | 12.0 | 7.3 | 5.6 | 9.6 | 18.7 | 15.6 | 27.2 | 47.4 | 10.0 | 7.6 | 7.0 | 7.5 | 13.5 | 33.0 | 29.1 | 16.6 |
| Standard Deviation(%) | NA | 24.1 | 19.8 | 17.2 | 17.4 | 18.5 | NA | NA | 19.2 | 12.6 | 13.1 | 24.3 | 13.0 | 34.7 | 12.6 | 17.1 | 6.6 | 13.1 | 15.6 | 11.3 | 11.1 | 12.7 | 23.3 | 17.9 | 26.7 | 39.3 | 15.9 | 9.9 | 10.4 | 11.0 | 16.6 | 26.4 | 21.9 | 19.7 |
| Treynor Ratio | NA | 0.12 | 0.12 | 0.17 | 0.15 | 0.12 | NA | NA | 0.07 | 0.22 | 0.23 | -0.2 | 0.3 | 0.19 | 0.3 | -0.06 | 0.22 | 0.11 | 0.01 | 0.14 | 0.33 | 0.16 | 0.02 | 0.15 | 0.27 | -0.4 | 0.02 | 0.13 | 0.03 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | NA | NA | NA | NA |
| Beta | NA | 0.99 | 0.99 | 0.98 | 0.98 | 0.98 | NA | NA | 0.97 | 0.98 | 0.98 | 0.98 | 0.97 | 0.96 | 1.0 | 1.0 | 0.98 | 0.99 | 1.01 | 0.98 | 0.99 | 0.98 | 0.98 | 0.98 | 0.98 | 0.96 | 0.99 | 0.95 | 0.99 | 0.96 | NA | NA | NA | NA |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 0.97 | NA | NA | 0.8 | 1.0 | 1.0 | 1.0 | 0.99 | 0.92 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 0.99 | 0.99 | 0.99 | 1.0 | 1.0 | 0.99 | 0.99 | 0.96 | 0.94 | 0.95 | 0.87 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.6 | 1.4 | 1.9 | 2.1 | 2.8 | 4.8 | 3.6 | N/A | 1.6 | 1.8 | 1.3 | 1.5 | 1.8 | 2.6 | 2.1 | 2.1 | 1.7 | 2.2 | 2.1 | 2.3 | 2.3 | 2.0 | 2.0 | 2.3 | 1.8 | 2.0 | 1.9 | 1.8 | 1.9 | 2.2 | 1.3 | 1.0 | 0.6 |
| Dividend Growth(%) | N/A | -52.5 | 11.3 | 21.7 | 31.8 | 108.7 | N/A | N/A | N/A | 10.8 | 7.9 | 11.6 | -3.1 | -8.1 | 15.8 | 18.0 | 38.2 | -26.6 | 22.7 | 13.1 | 11.5 | 15.2 | 16.5 | 3.5 | -18.9 | -4.7 | 17.7 | 10.6 | 2.0 | 3.9 | 36.5 | 11.7 | 59.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/19/2000
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See LARGE BLEND Asset Class Trend Rankings |
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