Performance analysis of ILCG (ISHARES MORNINGSTAR GROWTH ETF)
Annual Return
Over the past 3 years, ILCG has had an average annual return of +27.04%, outperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, ILCG has had an average annual return of +15.53%, outperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, ILCG has had an average annual return of +18.28%, outperforming the benchmark SPY, which returned +15.53% annual.
Since Jul 2, 2004, ILCG has had an average annual return of +11.98%, outperforming the benchmark SPY, which returned +11.11% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +15.66% | +16.71% | +32.82% | +40.42% | -31.75% | +24.34% | +38.55% | +33.22% | +2.07% | +30.58% | +1.59% | +7.37% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
| +14.54% | +31.75% | +17.46% | +1.58% | +12.56% | +43.96% | -41.96% | +12.05% | +5.30% | +3.15% | +1.19% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.60% | -3.48% | -5.39% | +15.06% | +8.21% | +1.13% | +15.66% | ||||||
| 2025 | +2.48% | -3.69% | -8.30% | +2.08% | +10.15% | +6.52% | +3.62% | -0.25% | +4.27% | +2.67% | -2.69% | -0.02% | +16.71% |
| 2024 | +2.29% | +7.06% | +1.76% | -4.15% | +6.18% | +6.09% | -1.51% | +2.09% | +2.83% | -0.19% | +7.44% | -0.44% | +32.82% |
| 2023 | +8.63% | -1.25% | +6.24% | +1% | +4.13% | +7.23% | +2.69% | -1.01% | -5.68% | -1.74% | +11.26% | +4.23% | +40.42% |
| 2022 | -9.40% | -3.75% | +3.90% | -13.43% | -2.58% | -8.52% | +12.90% | -5.09% | -9.87% | +4.52% | +4.90% | -7.79% | -31.75% |
| 2021 | -0.52% | +0.48% | -0.41% | +7.24% | -1.45% | +6.32% | +3.27% | +3.90% | -5.56% | +8.38% | -0.38% | +1.61% | +24.34% |
| 2020 | +3.61% | -5.63% | -9.41% | +15.19% | +7.03% | +2.47% | +7.44% | +11.09% | -4.37% | -4.46% | +10.56% | +2.68% | +38.55% |
| 2019 | +9.10% | +3.07% | +2.71% | +4.17% | -5.38% | +6.60% | +1.55% | -0.65% | -0.97% | +1.79% | +4.51% | +3.28% | +33.22% |
| 2018 | +9.18% | -2.19% | -1.78% | +1.06% | +3.61% | +2.03% | +1.42% | +4.16% | +0.86% | -8.96% | +2.23% | -8.14% | +2.07% |
| 2017 | +3.63% | +3.87% | +1.27% | +3.53% | +2.96% | -0.54% | +3.60% | +0.94% | +0.86% | +3.49% | +2.34% | +1.15% | +30.58% |
Drawdown analysis of ILCG (ISHARES MORNINGSTAR GROWTH ETF)
The maximum drawdown for the ILCG was -52.99%, occurring on Nov 20, 2008. Recovery took 815 trading sessions.
Since Jul 2, 2004 ILCG has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.99% | Oct 31, 2007 | 267 | Nov 20, 2008 | 815 | Feb 16, 2012 | 1082 |
| -35.38% | Nov 19, 2021 | 226 | Oct 14, 2022 | 329 | Feb 7, 2024 | 555 |
| -31.60% | Feb 19, 2020 | 23 | Mar 23, 2020 | 53 | Jun 8, 2020 | 76 |
| -23.10% | Jan 23, 2025 | 52 | Apr 8, 2025 | 52 | Jun 24, 2025 | 104 |
| -20.71% | Oct 1, 2018 | 58 | Dec 24, 2018 | 68 | Apr 3, 2019 | 126 |
| -16.14% | Jul 20, 2015 | 143 | Feb 11, 2016 | 228 | Jan 6, 2017 | 371 |
| -15.65% | Oct 29, 2025 | 103 | Mar 30, 2026 | 16 | Apr 22, 2026 | 119 |
| -12.99% | Feb 12, 2021 | 15 | Mar 8, 2021 | 34 | Apr 26, 2021 | 49 |
| -12.94% | Jan 11, 2006 | 132 | Jul 21, 2006 | 82 | Nov 15, 2006 | 214 |
| -12.81% | Jul 10, 2024 | 18 | Aug 5, 2024 | 46 | Oct 9, 2024 | 64 |
| -11.59% | Sep 2, 2020 | 14 | Sep 23, 2020 | 51 | Dec 4, 2020 | 65 |
| -9.91% | Apr 3, 2012 | 41 | Jun 1, 2012 | 54 | Aug 17, 2012 | 95 |
| -9.54% | Jan 26, 2018 | 9 | Feb 8, 2018 | 21 | Mar 12, 2018 | 30 |
| -9.54% | Sep 19, 2012 | 39 | Nov 15, 2012 | 63 | Feb 19, 2013 | 102 |
| -9.27% | Jul 2, 2004 | 29 | Aug 13, 2004 | 77 | Dec 2, 2004 | 106 |
| -9.12% | Dec 30, 2004 | 76 | Apr 20, 2005 | 57 | Jul 12, 2005 | 133 |
| -8.73% | Jul 19, 2007 | 19 | Aug 15, 2007 | 26 | Sep 21, 2007 | 45 |
| -8.16% | Mar 12, 2018 | 14 | Apr 2, 2018 | 43 | Jun 1, 2018 | 57 |
| -7.69% | Aug 26, 2014 | 36 | Oct 16, 2014 | 11 | Oct 31, 2014 | 47 |
| -7.39% | Apr 29, 2019 | 24 | Jun 3, 2019 | 12 | Jun 19, 2019 | 36 |
| -7.33% | Aug 3, 2005 | 49 | Oct 12, 2005 | 26 | Nov 17, 2005 | 75 |
| -7.26% | Apr 26, 2021 | 12 | May 12, 2021 | 22 | Jun 14, 2021 | 34 |
| -7.24% | Sep 3, 2021 | 20 | Oct 4, 2021 | 16 | Oct 26, 2021 | 36 |
| -6.94% | Mar 22, 2024 | 19 | Apr 19, 2024 | 18 | May 15, 2024 | 37 |
| -6.85% | Mar 5, 2014 | 27 | Apr 11, 2014 | 30 | May 27, 2014 | 57 |