Performance analysis of IUSV (ISHARES CORE S&P U.S. VALUE ETF)
Annual Return
Over the past 3 years, IUSV has had an average annual return of +13.73%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, IUSV has had an average annual return of +11.48%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, IUSV has had an average annual return of +11.66%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Aug 4, 2000, IUSV has had an average annual return of +11.42%, outperforming the benchmark SPY, which returned +8.36% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.45% | +12.85% | +12.19% | +21.75% | -5.39% | +25.21% | +1.55% | +31.48% | -9.18% | +15.09% | +21.50% | +0.50% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +17.12% | +37.85% | +22.86% | +4.18% | +20.91% | +26.20% | -32.31% | +3.09% | +27.08% | +11.52% | +21.46% | +36.76% |
| 2002 | 2001 | 2000 | |||||||||
| -12.86% | -1.53% | +9.53% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.61% | +2.24% | -4.59% | +5.95% | +1.86% | +0.22% | +1.09% | +9.45% | |||||
| 2025 | +2.98% | +0.15% | -2.97% | -3.78% | +3.20% | +3.74% | +0.81% | +3.63% | +1.59% | +1.08% | +1.71% | +0.33% | +12.85% |
| 2024 | +0.11% | +2.83% | +4.69% | -4.34% | +3.12% | -0.74% | +4.86% | +2.73% | +1.21% | -1.25% | +6.07% | -6.89% | +12.19% |
| 2023 | +7.28% | -3.07% | +0.96% | +1.53% | -2.04% | +7.04% | +3.55% | -2.86% | -4.64% | -2.05% | +9.56% | +5.83% | +21.75% |
| 2022 | -1.87% | -1.20% | +3.01% | -5.06% | +1.76% | -8.37% | +6.11% | -2.85% | -8.53% | +11.44% | +5.96% | -3.90% | -5.39% |
| 2021 | -1.40% | +6.16% | +6.38% | +3.79% | +2.41% | -1.37% | +0.67% | +1.81% | -3.32% | +4.51% | -3.12% | +6.92% | +25.21% |
| 2020 | -2.81% | -9.37% | -16.05% | +11% | +3.40% | -0.88% | +3.68% | +3.43% | -2.36% | -1.60% | +13.06% | +3.65% | +1.55% |
| 2019 | +8.82% | +2.32% | +0.88% | +4.16% | -7.76% | +8.19% | +1.63% | -2.81% | +3.95% | +2.47% | +3.85% | +3.07% | +31.48% |
| 2018 | +3.86% | -5.46% | -1.78% | +0.49% | +0.51% | +0.67% | +3.84% | +1.40% | +0.31% | -5.55% | +2.65% | -9.56% | -9.18% |
| 2017 | +0.68% | +3.68% | -1.14% | -0.08% | -0.42% | +1.93% | +1.35% | -1.34% | +3.41% | +1.18% | +3.45% | +1.59% | +15.09% |
Drawdown analysis of IUSV (ISHARES CORE S&P U.S. VALUE ETF)
The maximum drawdown for the IUSV was -56.91%, occurring on Mar 9, 2009. Recovery took 485 trading sessions.
The current IUSV drawdown is -1.16%.
Since Aug 4, 2000 IUSV has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 13 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.91% | Oct 9, 2007 | 355 | Mar 9, 2009 | 485 | Feb 8, 2011 | 840 |
| -37.54% | Jan 17, 2020 | 44 | Mar 23, 2020 | 197 | Dec 31, 2020 | 241 |
| -30.83% | Mar 19, 2002 | 142 | Oct 9, 2002 | 237 | Sep 18, 2003 | 379 |
| -20.41% | Jul 7, 2011 | 61 | Oct 3, 2011 | 85 | Feb 3, 2012 | 146 |
| -19.51% | May 22, 2001 | 81 | Sep 21, 2001 | 116 | Mar 11, 2002 | 197 |
| -18.96% | Jan 26, 2018 | 229 | Dec 24, 2018 | 81 | Apr 23, 2019 | 310 |
| -17.94% | Apr 20, 2022 | 113 | Sep 30, 2022 | 84 | Feb 1, 2023 | 197 |
| -17.76% | Nov 29, 2024 | 87 | Apr 8, 2025 | 94 | Aug 22, 2025 | 181 |
| -13.64% | Jul 16, 2015 | 145 | Feb 11, 2016 | 34 | Apr 1, 2016 | 179 |
| -13.00% | Feb 12, 2001 | 27 | Mar 22, 2001 | 38 | May 16, 2001 | 65 |
| -11.27% | Jul 31, 2023 | 63 | Oct 27, 2023 | 24 | Dec 1, 2023 | 87 |
| -10.44% | Jul 13, 2007 | 23 | Aug 15, 2007 | 36 | Oct 5, 2007 | 59 |
| -10.11% | Mar 26, 2012 | 48 | Jun 4, 2012 | 44 | Aug 6, 2012 | 92 |
| -9.83% | Feb 2, 2023 | 26 | Mar 13, 2023 | 66 | Jun 15, 2023 | 92 |
| -7.87% | May 3, 2019 | 19 | May 31, 2019 | 21 | Jul 1, 2019 | 40 |
| -7.69% | May 9, 2006 | 24 | Jun 13, 2006 | 36 | Aug 3, 2006 | 60 |
| -7.33% | Jan 4, 2022 | 43 | Mar 8, 2022 | 30 | Apr 20, 2022 | 73 |
| -7.27% | Oct 18, 2012 | 18 | Nov 15, 2012 | 22 | Dec 18, 2012 | 40 |
| -7.10% | Mar 5, 2004 | 45 | May 10, 2004 | 35 | Jun 30, 2004 | 80 |
| -6.90% | Apr 29, 2011 | 32 | Jun 15, 2011 | 15 | Jul 7, 2011 | 47 |
| -6.79% | Sep 18, 2014 | 19 | Oct 15, 2014 | 12 | Oct 31, 2014 | 31 |
| -6.62% | Jul 26, 2019 | 13 | Aug 14, 2019 | 19 | Sep 11, 2019 | 32 |
| -6.44% | Oct 3, 2000 | 7 | Oct 12, 2000 | 13 | Oct 31, 2000 | 20 |
| -6.36% | Feb 6, 2026 | 34 | Mar 27, 2026 | 23 | Apr 30, 2026 | 57 |
| -6.27% | Feb 20, 2007 | 9 | Mar 5, 2007 | 21 | Apr 3, 2007 | 30 |