Performance analysis of IVE (ISHARES S&P 500 VALUE ETF)
Annual Return
Over the past 3 years, IVE has had an average annual return of +13.78%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, IVE has had an average annual return of +11.53%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, IVE has had an average annual return of +11.55%, underperforming the benchmark SPY, which returned +15.04% annual.
Since May 26, 2000, IVE has had an average annual return of +7.63%, underperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.55% | +13.02% | +12.04% | +22.09% | -5.40% | +24.72% | +1.21% | +31.63% | -9.19% | +15.25% | +17.31% | -3.29% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +12.16% | +31.61% | +17.57% | -0.71% | +14.93% | +20.89% | -38.87% | +1.53% | +20.65% | +5.62% | +15.64% | +30.99% |
| 2002 | 2001 | 2000 | |||||||||
| -20.80% | -11.50% | +7.90% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.44% | +2.23% | -4.58% | +5.93% | +1.90% | +0.01% | +1.54% | +9.55% | |||||
| 2025 | +2.77% | +0.53% | -2.98% | -3.75% | +3.03% | +3.84% | +0.80% | +3.51% | +1.71% | +1.10% | +1.74% | +0.31% | +13.02% |
| 2024 | +0.21% | +2.95% | +4.61% | -4.29% | +2.98% | -0.68% | +4.78% | +2.90% | +1.06% | -1.28% | +5.92% | -6.91% | +12.04% |
| 2023 | +6.97% | -3.03% | +1.33% | +1.73% | -1.87% | +6.77% | +3.45% | -2.79% | -4.57% | -1.82% | +9.57% | +5.56% | +22.09% |
| 2022 | -1.66% | -1.42% | +3.02% | -4.97% | +1.65% | -8.25% | +5.91% | -2.85% | -8.49% | +11.52% | +5.90% | -3.89% | -5.40% |
| 2021 | -1.59% | +5.90% | +6.39% | +3.65% | +2.37% | -1.13% | +0.79% | +1.64% | -3.30% | +4.54% | -3.25% | +7.02% | +24.72% |
| 2020 | -2.67% | -9.46% | -15.29% | +10.64% | +3.23% | -1.00% | +3.74% | +3.53% | -2.53% | -1.83% | +12.91% | +3.35% | +1.21% |
| 2019 | +8.54% | +2.24% | +1.02% | +4.10% | -7.55% | +8.05% | +1.75% | -2.66% | +3.82% | +2.63% | +3.88% | +3% | +31.63% |
| 2018 | +4.03% | -5.55% | -2.01% | +0.50% | +0.25% | +0.62% | +3.99% | +1.34% | +0.40% | -5.34% | +2.52% | -9.38% | -9.19% |
| 2017 | +0.58% | +3.78% | -1.16% | -0.09% | -0.34% | +1.89% | +1.39% | -1.24% | +3.30% | +1.15% | +3.35% | +1.82% | +15.25% |
Drawdown analysis of IVE (ISHARES S&P 500 VALUE ETF)
The maximum drawdown for the IVE was -61.33%, occurring on Mar 9, 2009. Recovery took 1007 trading sessions.
The current IVE drawdown is -0.77%.
Since May 26, 2000 IVE has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 3 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.33% | Oct 9, 2007 | 355 | Mar 9, 2009 | 1007 | Mar 8, 2013 | 1362 |
| -44.22% | Feb 1, 2001 | 421 | Oct 9, 2002 | 554 | Dec 21, 2004 | 975 |
| -37.04% | Feb 12, 2020 | 27 | Mar 23, 2020 | 200 | Jan 6, 2021 | 227 |
| -19.24% | Jan 26, 2018 | 229 | Dec 24, 2018 | 89 | May 3, 2019 | 318 |
| -18.03% | Apr 20, 2022 | 113 | Sep 30, 2022 | 84 | Feb 1, 2023 | 197 |
| -17.58% | Nov 29, 2024 | 87 | Apr 8, 2025 | 94 | Aug 22, 2025 | 181 |
| -15.03% | May 21, 2015 | 183 | Feb 11, 2016 | 80 | Jun 7, 2016 | 263 |
| -10.98% | Jul 31, 2023 | 63 | Oct 27, 2023 | 24 | Dec 1, 2023 | 87 |
| -10.18% | Jul 13, 2007 | 23 | Aug 15, 2007 | 38 | Oct 9, 2007 | 61 |
| -9.57% | Feb 2, 2023 | 26 | Mar 13, 2023 | 64 | Jun 13, 2023 | 90 |
| -7.87% | Sep 11, 2000 | 27 | Oct 18, 2000 | 9 | Oct 31, 2000 | 36 |
| -7.84% | May 9, 2006 | 24 | Jun 13, 2006 | 69 | Sep 20, 2006 | 93 |
| -7.64% | May 3, 2019 | 19 | May 31, 2019 | 21 | Jul 1, 2019 | 40 |
| -7.51% | Mar 7, 2005 | 31 | Apr 20, 2005 | 41 | Jun 17, 2005 | 72 |
| -7.29% | Jan 12, 2022 | 37 | Mar 8, 2022 | 30 | Apr 20, 2022 | 67 |
| -7.22% | Sep 19, 2014 | 18 | Oct 15, 2014 | 15 | Nov 5, 2014 | 33 |
| -6.51% | Jul 26, 2019 | 13 | Aug 14, 2019 | 19 | Sep 11, 2019 | 32 |
| -6.19% | Feb 27, 2026 | 20 | Mar 27, 2026 | 23 | Apr 30, 2026 | 43 |
| -6.15% | Feb 20, 2007 | 9 | Mar 5, 2007 | 29 | Apr 16, 2007 | 38 |
| -6.08% | Dec 31, 2013 | 22 | Feb 3, 2014 | 20 | Mar 4, 2014 | 42 |
| -5.92% | Jun 2, 2000 | 20 | Jun 30, 2000 | 30 | Aug 14, 2000 | 50 |
| -5.83% | Sep 16, 2005 | 19 | Oct 13, 2005 | 25 | Nov 17, 2005 | 44 |
| -5.79% | Dec 29, 2014 | 22 | Jan 30, 2015 | 16 | Feb 24, 2015 | 38 |
| -5.78% | Nov 8, 2021 | 16 | Dec 1, 2021 | 11 | Dec 16, 2021 | 27 |
| -5.70% | Jun 23, 2016 | 2 | Jun 27, 2016 | 8 | Jul 8, 2016 | 10 |