Performance analysis of IVVM (iShares Large Cap Moderate Buffer ETF)
Annual Return
Since Jun 30, 2023, IVVM has had an average annual return of +14.36%, underperforming the benchmark SPY, which returned +21.64% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.18% | +14.24% | +16.09% | +5.17% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.87% | -0.60% | -2.20% | +5.84% | +2.16% | +0.16% | +6.18% | ||||||
| 2025 | +1.95% | -0.35% | -1.88% | -0.12% | +3.90% | +2.05% | +2.03% | +1.35% | +2.17% | +1.28% | +0.67% | +0.45% | +14.24% |
| 2024 | +1.29% | +2.61% | +0.87% | -1.76% | +2.76% | +2.97% | +0.79% | +1.71% | +1.92% | -0.16% | +3.90% | -1.71% | +16.09% |
| 2023 | +0% | +1.86% | -0.31% | -2.39% | -0.98% | +5.72% | +1.37% | +5.17% |
Drawdown analysis of IVVM (iShares Large Cap Moderate Buffer ETF)
The maximum drawdown for the IVVM was -11.62%, occurring on Apr 8, 2025. Recovery took 25 trading sessions.
Since Jun 30, 2023 IVVM has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -11.62% | Feb 19, 2025 | 34 | Apr 8, 2025 | 25 | May 14, 2025 | 59 |
| -5.33% | Jul 16, 2024 | 14 | Aug 5, 2024 | 10 | Aug 19, 2024 | 24 |
| -5.31% | Feb 2, 2026 | 39 | Mar 30, 2026 | 10 | Apr 14, 2026 | 49 |
| -4.94% | Jul 28, 2023 | 64 | Oct 27, 2023 | 12 | Nov 14, 2023 | 76 |
| -2.92% | Mar 28, 2024 | 15 | Apr 19, 2024 | 14 | May 9, 2024 | 29 |
| -2.86% | Dec 26, 2024 | 9 | Jan 10, 2025 | 23 | Feb 13, 2025 | 32 |
| -2.53% | Aug 30, 2024 | 4 | Sep 6, 2024 | 5 | Sep 13, 2024 | 9 |
| -2.52% | Nov 12, 2025 | 6 | Nov 20, 2025 | 4 | Nov 26, 2025 | 10 |
| -1.97% | Dec 16, 2024 | 2 | Dec 18, 2024 | 5 | Dec 26, 2024 | 7 |
| -1.58% | Jan 12, 2026 | 5 | Jan 20, 2026 | 7 | Jan 29, 2026 | 12 |
| -1.54% | Dec 10, 2025 | 5 | Dec 17, 2025 | 4 | Dec 23, 2025 | 9 |
| -1.50% | Oct 9, 2025 | 1 | Oct 10, 2025 | 6 | Oct 20, 2025 | 7 |
| -1.46% | Oct 22, 2024 | 7 | Oct 31, 2024 | 4 | Nov 6, 2024 | 11 |
| -1.36% | Jul 28, 2025 | 4 | Aug 1, 2025 | 5 | Aug 8, 2025 | 9 |
| -1.14% | May 19, 2025 | 4 | May 23, 2025 | 1 | May 27, 2025 | 5 |
| -0.98% | Nov 11, 2024 | 4 | Nov 15, 2024 | 5 | Nov 22, 2024 | 9 |
| -0.94% | May 21, 2024 | 6 | May 30, 2024 | 4 | Jun 5, 2024 | 10 |
| -0.90% | Dec 28, 2023 | 4 | Jan 4, 2024 | 4 | Jan 10, 2024 | 8 |
| -0.89% | Dec 24, 2025 | 4 | Dec 31, 2025 | 6 | Jan 9, 2026 | 10 |
| -0.85% | Aug 28, 2025 | 2 | Sep 2, 2025 | 4 | Sep 8, 2025 | 6 |
| -0.84% | Aug 14, 2025 | 5 | Aug 21, 2025 | 1 | Aug 22, 2025 | 6 |
| -0.81% | Oct 28, 2025 | 8 | Nov 7, 2025 | 1 | Nov 10, 2025 | 9 |
| -0.76% | Jan 30, 2024 | 1 | Jan 31, 2024 | 2 | Feb 2, 2024 | 3 |
| -0.68% | Sep 30, 2024 | 3 | Oct 3, 2024 | 4 | Oct 9, 2024 | 7 |
| -0.67% | Jul 3, 2023 | 3 | Jul 7, 2023 | 3 | Jul 12, 2023 | 6 |