Performance analysis of ITOT (ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF)
Annual Return
Over the past 3 years, ITOT has had an average annual return of +22.12%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, ITOT has had an average annual return of +12.72%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, ITOT has had an average annual return of +15.02%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Jan 23, 2004, ITOT has had an average annual return of +10.70%, underperforming the benchmark SPY, which returned +10.81% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.25% | +17% | +23.80% | +26.13% | -19.47% | +25.68% | +20.71% | +30.67% | -5.31% | +21.38% | +12.61% | +0.90% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
| +12.97% | +32.73% | +15.83% | +1.73% | +16.21% | +26.60% | -36.48% | +5.16% | +15.12% | +5.33% | +8.91% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.54% | -0.56% | -4.92% | +10.43% | +5.21% | -0.26% | +11.25% | ||||||
| 2025 | +3.01% | -1.83% | -5.91% | -0.84% | +6.37% | +5.23% | +2.28% | +2.31% | +3.37% | +2.27% | +0.12% | +0.03% | +17% |
| 2024 | +1.04% | +5.33% | +3.22% | -4.38% | +4.88% | +3.02% | +1.89% | +2.11% | +2.03% | -0.69% | +6.69% | -3.03% | +23.80% |
| 2023 | +6.92% | -2.31% | +2.64% | +1.01% | +0.45% | +6.81% | +3.63% | -1.95% | -4.80% | -2.67% | +9.43% | +5.37% | +26.13% |
| 2022 | -5.93% | -2.54% | +3.25% | -9.03% | -0.21% | -8.30% | +9.25% | -3.80% | -9.21% | +8.05% | +5.24% | -5.81% | -19.47% |
| 2021 | -0.27% | +3.16% | +3.60% | +5.12% | +0.45% | +2.36% | +1.82% | +2.84% | -4.52% | +6.67% | -1.44% | +3.80% | +25.68% |
| 2020 | -0.14% | -8.05% | -13.87% | +13.20% | +5.23% | +2.30% | +5.76% | +7.05% | -3.54% | -1.91% | +11.99% | +4.39% | +20.71% |
| 2019 | +8.44% | +3.53% | +1.45% | +3.88% | -6.35% | +6.93% | +1.28% | -1.88% | +1.79% | +2.19% | +3.75% | +2.86% | +30.67% |
| 2018 | +5.22% | -3.79% | -1.91% | +0.31% | +2.80% | +0.69% | +3.29% | +3.49% | +0.15% | -7.35% | +1.91% | -9.13% | -5.31% |
| 2017 | +2.01% | +3.57% | +0.12% | +1% | +1.06% | +0.93% | +1.89% | +0.12% | +2.41% | +2.24% | +3.04% | +1.21% | +21.38% |
Drawdown analysis of ITOT (ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF)
The maximum drawdown for the ITOT was -55.21%, occurring on Mar 9, 2009. Recovery took 763 trading sessions.
The current ITOT drawdown is -0.73%.
Since Jan 23, 2004 ITOT 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: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.21% | Oct 9, 2007 | 355 | Mar 9, 2009 | 763 | Mar 16, 2012 | 1118 |
| -35.01% | Feb 19, 2020 | 23 | Mar 23, 2020 | 99 | Aug 12, 2020 | 122 |
| -25.35% | Jan 3, 2022 | 195 | Oct 12, 2022 | 297 | Dec 18, 2023 | 492 |
| -20.11% | Sep 20, 2018 | 65 | Dec 24, 2018 | 81 | Apr 23, 2019 | 146 |
| -19.44% | Feb 19, 2025 | 34 | Apr 8, 2025 | 55 | Jun 27, 2025 | 89 |
| -14.40% | May 21, 2015 | 183 | Feb 11, 2016 | 77 | Jun 2, 2016 | 260 |
| -9.88% | Jan 26, 2018 | 9 | Feb 8, 2018 | 115 | Jul 25, 2018 | 124 |
| -9.81% | Apr 2, 2012 | 43 | Jun 4, 2012 | 52 | Aug 16, 2012 | 95 |
| -9.62% | Jul 19, 2007 | 19 | Aug 15, 2007 | 36 | Oct 5, 2007 | 55 |
| -9.37% | Sep 2, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
| -8.90% | Jan 27, 2026 | 43 | Mar 30, 2026 | 10 | Apr 14, 2026 | 53 |
| -8.50% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -8.14% | May 9, 2006 | 24 | Jun 13, 2006 | 73 | Sep 26, 2006 | 97 |
| -7.87% | Mar 5, 2004 | 110 | Aug 12, 2004 | 59 | Nov 4, 2004 | 169 |
| -7.39% | Sep 14, 2012 | 42 | Nov 15, 2012 | 31 | Jan 2, 2013 | 73 |
| -7.34% | Sep 18, 2014 | 19 | Oct 15, 2014 | 12 | Oct 31, 2014 | 31 |
| -7.09% | Mar 7, 2005 | 31 | Apr 20, 2005 | 41 | Jun 17, 2005 | 72 |
| -6.84% | May 3, 2019 | 20 | Jun 3, 2019 | 13 | Jun 20, 2019 | 33 |
| -6.12% | Jul 26, 2019 | 13 | Aug 14, 2019 | 52 | Oct 28, 2019 | 65 |
| -5.92% | Jun 8, 2016 | 13 | Jun 27, 2016 | 8 | Jul 8, 2016 | 21 |
| -5.87% | Feb 20, 2007 | 9 | Mar 5, 2007 | 29 | Apr 16, 2007 | 38 |
| -5.79% | Jan 15, 2014 | 12 | Feb 3, 2014 | 14 | Feb 24, 2014 | 26 |
| -5.66% | May 21, 2013 | 23 | Jun 24, 2013 | 12 | Jul 11, 2013 | 35 |
| -5.66% | Mar 28, 2024 | 15 | Apr 19, 2024 | 18 | May 15, 2024 | 33 |
| -5.46% | Aug 2, 2005 | 51 | Oct 13, 2005 | 25 | Nov 17, 2005 | 76 |