Performance analysis of IUSG (ISHARES CORE S&P U.S. GROWTH ETF)
Annual Return
Over the past 3 years, IUSG has had an average annual return of +23.82%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, IUSG has had an average annual return of +12.95%, outperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, IUSG has had an average annual return of +17.03%, outperforming the benchmark SPY, which returned +14.95% annual.
Since Jul 28, 2000, IUSG has had an average annual return of +8.09%, underperforming the benchmark SPY, which returned +8.48% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.86% | +21.23% | +34.70% | +29.29% | -28.81% | +31.26% | +32.65% | +30.61% | -0.77% | +27.02% | +7.37% | +4.99% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +12.40% | +33.97% | +14.97% | +1.87% | +17.45% | +36.83% | -38.63% | +11.11% | +9.46% | +5.05% | +6.41% | +30.34% |
| 2002 | 2001 | 2000 | |||||||||
| -28.03% | -20.73% | -19.48% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.79% | -3.08% | -5.34% | +14.46% | +7.93% | -1.72% | -2.14% | +9.86% | |||||
| 2025 | +2.62% | -3.11% | -8.15% | +2.04% | +9.30% | +6.27% | +3.44% | +0.88% | +5% | +3.22% | -0.83% | -0.13% | +21.23% |
| 2024 | +2.59% | +7.30% | +2.42% | -4.01% | +6.53% | +6.48% | -1.10% | +1.80% | +2.97% | -0.80% | +6.22% | +0.43% | +34.70% |
| 2023 | +5.62% | -2.01% | +5.55% | +1.37% | +2.27% | +6.35% | +3.17% | -0.68% | -4.87% | -2.61% | +8.68% | +4.03% | +29.29% |
| 2022 | -8.51% | -4.21% | +4.46% | -12.34% | -1.33% | -8.24% | +12.59% | -5.20% | -9.98% | +4.88% | +4.98% | -7.39% | -28.81% |
| 2021 | -0.37% | +0.26% | +2.67% | +6.77% | -0.92% | +5.30% | +3.59% | +4.09% | -5.78% | +8.98% | +1.31% | +2.43% | +31.26% |
| 2020 | +2.01% | -7.25% | -10.49% | +14.40% | +6.26% | +3.84% | +6.97% | +9.17% | -4.44% | -2.85% | +9.92% | +4.12% | +32.65% |
| 2019 | +7.51% | +4.10% | +2.61% | +3.85% | -5.35% | +6.17% | +1.29% | -0.93% | +0.33% | +1.81% | +3.41% | +2.82% | +30.61% |
| 2018 | +6.99% | -2.21% | -2.63% | +0.09% | +4.31% | +0.59% | +3.32% | +4.76% | +0.63% | -8.21% | +1.56% | -8.67% | -0.77% |
| 2017 | +3.01% | +4.04% | +1.12% | +1.94% | +2.62% | -0.31% | +2.51% | +1.31% | +1.24% | +3.29% | +2.84% | +0.63% | +27.02% |
Drawdown analysis of IUSG (ISHARES CORE S&P U.S. GROWTH ETF)
The maximum drawdown for the IUSG was -63.40%, occurring on Mar 9, 2009. Recovery took 1108 trading sessions.
The current IUSG drawdown is -4.65%.
Since Jul 28, 2000 IUSG 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: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.40% | Sep 1, 2000 | 2138 | Mar 9, 2009 | 1108 | Aug 1, 2013 | 3246 |
| -32.35% | Feb 19, 2020 | 23 | Mar 23, 2020 | 72 | Jul 6, 2020 | 95 |
| -32.21% | Dec 27, 2021 | 202 | Oct 14, 2022 | 344 | Feb 29, 2024 | 546 |
| -22.28% | Jan 23, 2025 | 52 | Apr 8, 2025 | 52 | Jun 24, 2025 | 104 |
| -20.69% | Oct 1, 2018 | 58 | Dec 24, 2018 | 81 | Apr 23, 2019 | 139 |
| -14.84% | Jul 20, 2015 | 143 | Feb 11, 2016 | 103 | Jul 11, 2016 | 246 |
| -13.07% | Oct 29, 2025 | 103 | Mar 30, 2026 | 11 | Apr 15, 2026 | 114 |
| -12.54% | Jul 10, 2024 | 18 | Aug 5, 2024 | 48 | Oct 11, 2024 | 66 |
| -10.96% | Sep 2, 2020 | 14 | Sep 23, 2020 | 48 | Dec 1, 2020 | 62 |
| -9.87% | Jan 26, 2018 | 9 | Feb 8, 2018 | 80 | Jun 5, 2018 | 89 |
| -8.61% | Feb 12, 2021 | 15 | Mar 8, 2021 | 19 | Apr 5, 2021 | 34 |
| -7.29% | Sep 2, 2014 | 31 | Oct 15, 2014 | 12 | Oct 31, 2014 | 43 |
| -7.18% | Sep 3, 2021 | 20 | Oct 4, 2021 | 16 | Oct 26, 2021 | 36 |
| -6.85% | Jun 1, 2026 | 7 | Jun 10, 2026 | Ongoing | Ongoing | Ongoing |
| -6.73% | Mar 22, 2024 | 19 | Apr 19, 2024 | 17 | May 14, 2024 | 36 |
| -6.41% | Apr 29, 2019 | 24 | Jun 3, 2019 | 12 | Jun 19, 2019 | 36 |
| -5.97% | Apr 26, 2021 | 12 | May 12, 2021 | 22 | Jun 14, 2021 | 34 |
| -5.92% | Jul 26, 2019 | 6 | Aug 5, 2019 | 64 | Nov 4, 2019 | 70 |
| -5.72% | Jan 22, 2014 | 8 | Feb 3, 2014 | 10 | Feb 18, 2014 | 18 |
| -5.71% | Mar 4, 2014 | 28 | Apr 11, 2014 | 32 | May 29, 2014 | 60 |
| -5.48% | Aug 15, 2016 | 57 | Nov 3, 2016 | 15 | Nov 25, 2016 | 72 |
| -5.13% | Nov 26, 2014 | 13 | Dec 16, 2014 | 6 | Dec 24, 2014 | 19 |
| -4.62% | Dec 29, 2014 | 12 | Jan 15, 2015 | 17 | Feb 10, 2015 | 29 |
| -4.54% | Nov 19, 2021 | 20 | Dec 20, 2021 | 4 | Dec 27, 2021 | 24 |
| -4.49% | Dec 16, 2024 | 18 | Jan 14, 2025 | 5 | Jan 22, 2025 | 23 |