Performance analysis of ILCB (ISHARES MORNINGSTAR U.S. EQUITY ETF)
Annual Return
Over the past 3 years, ILCB has had an average annual return of +19.66%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, ILCB has had an average annual return of +12.34%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, ILCB has had an average annual return of +14.36%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Jul 2, 2004, ILCB has had an average annual return of +11.15%, outperforming the benchmark SPY, which returned +10.93% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.39% | +17.70% | +24.96% | +26.92% | -19.48% | +24.07% | +19.39% | +32.69% | -8.49% | +22.10% | +13.75% | -1.24% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
| +16.82% | +34.18% | +17.26% | +3.34% | +12.65% | +21.09% | -31.33% | +8.23% | +15.35% | +3.50% | +10.37% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.33% | -0.91% | -4.96% | +10.61% | +5.49% | -0.91% | -0.85% | +9.39% | |||||
| 2025 | +3.07% | -1.67% | -5.77% | -0.57% | +6.47% | +5.18% | +2.23% | +2.01% | +3.60% | +2.49% | -0.09% | +0.06% | +17.70% |
| 2024 | +1.54% | +5.47% | +3.21% | -4.14% | +4.79% | +3.54% | +1.16% | +2.42% | +2.10% | -0.78% | +6.41% | -2.66% | +24.96% |
| 2023 | +6.50% | -2.34% | +3.44% | +1.22% | +0.68% | +6.56% | +3.42% | -1.62% | -4.79% | -2.15% | +9.37% | +4.79% | +26.92% |
| 2022 | -5.83% | -2.73% | +3.64% | -9.29% | -0.14% | -8.47% | +9.43% | -3.87% | -9.17% | +7.84% | +5.41% | -5.81% | -19.48% |
| 2021 | -1.61% | +1.50% | +3.89% | +5.30% | +0.42% | +2.71% | +2.15% | +2.98% | -4.70% | +6.89% | -1.22% | +4.01% | +24.07% |
| 2020 | +0.68% | -8.92% | -12.88% | +11.46% | +4.74% | +2.32% | +7.42% | +7.93% | -3.30% | -3.67% | +10.59% | +4.74% | +19.39% |
| 2019 | +6.96% | +3.31% | +2.10% | +4.76% | -7.24% | +7.31% | +1.44% | -1.11% | +1.85% | +2.22% | +4.50% | +3.34% | +32.69% |
| 2018 | +3.61% | -3.39% | -3.20% | -0.40% | +1.85% | -0.56% | +5.05% | +3.65% | +0.93% | -6.14% | +0.10% | -9.33% | -8.49% |
| 2017 | +1.85% | +4.77% | +0.64% | +0.68% | +2.24% | +0.74% | +0.81% | +1.43% | +1.19% | +2.25% | +3.13% | +0.49% | +22.10% |
Drawdown analysis of ILCB (ISHARES MORNINGSTAR U.S. EQUITY ETF)
The maximum drawdown for the ILCB was -51.54%, occurring on Mar 9, 2009. Recovery took 733 trading sessions.
The current ILCB drawdown is -2.21%.
Since Jul 2, 2004 ILCB has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -51.54% | Dec 10, 2007 | 312 | Mar 9, 2009 | 733 | Feb 3, 2012 | 1045 |
| -35.30% | Feb 12, 2020 | 27 | Mar 23, 2020 | 95 | Aug 6, 2020 | 122 |
| -25.47% | Dec 29, 2021 | 198 | Oct 12, 2022 | 294 | Dec 13, 2023 | 492 |
| -20.69% | Oct 3, 2018 | 56 | Dec 24, 2018 | 89 | May 3, 2019 | 145 |
| -19.05% | Feb 19, 2025 | 34 | Apr 8, 2025 | 54 | Jun 26, 2025 | 88 |
| -13.26% | May 19, 2015 | 185 | Feb 11, 2016 | 46 | Apr 19, 2016 | 231 |
| -10.19% | Jan 26, 2018 | 39 | Mar 23, 2018 | 108 | Aug 27, 2018 | 147 |
| -9.43% | Apr 2, 2012 | 43 | Jun 4, 2012 | 52 | Aug 16, 2012 | 95 |
| -9.09% | Jan 28, 2026 | 42 | Mar 30, 2026 | 10 | Apr 14, 2026 | 52 |
| -8.88% | Sep 2, 2020 | 41 | Oct 30, 2020 | 8 | Nov 11, 2020 | 49 |
| -8.58% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -8.16% | Jul 19, 2007 | 19 | Aug 15, 2007 | 32 | Oct 1, 2007 | 51 |
| -7.66% | May 3, 2019 | 19 | May 31, 2019 | 23 | Jul 3, 2019 | 42 |
| -7.52% | May 9, 2006 | 48 | Jul 18, 2006 | 41 | Sep 14, 2006 | 89 |
| -6.56% | Oct 9, 2007 | 33 | Nov 26, 2007 | 10 | Dec 10, 2007 | 43 |
| -6.33% | Sep 18, 2014 | 19 | Oct 15, 2014 | 11 | Oct 30, 2014 | 30 |
| -6.18% | Mar 7, 2005 | 31 | Apr 20, 2005 | 63 | Jul 20, 2005 | 94 |
| -6.08% | Oct 5, 2012 | 26 | Nov 14, 2012 | 23 | Dec 18, 2012 | 49 |
| -5.82% | Dec 29, 2014 | 22 | Jan 30, 2015 | 72 | May 14, 2015 | 94 |
| -5.81% | Feb 15, 2007 | 17 | Mar 13, 2007 | 24 | Apr 17, 2007 | 41 |
| -5.76% | Dec 31, 2013 | 22 | Feb 3, 2014 | 18 | Feb 28, 2014 | 40 |
| -5.66% | Jul 29, 2019 | 5 | Aug 5, 2019 | 26 | Sep 11, 2019 | 31 |
| -5.46% | Mar 28, 2024 | 15 | Apr 19, 2024 | 18 | May 15, 2024 | 33 |
| -5.29% | Sep 3, 2021 | 20 | Oct 4, 2021 | 12 | Oct 20, 2021 | 32 |
| -5.25% | Feb 12, 2021 | 13 | Mar 4, 2021 | 7 | Mar 15, 2021 | 20 |