Performance analysis of IVW (ISHARES S&P 500 GROWTH ETF)
Annual Return
Over the past 3 years, IVW has had an average annual return of +28.48%, outperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, IVW has had an average annual return of +16.49%, outperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, IVW has had an average annual return of +18.20%, outperforming the benchmark SPY, which returned +15.53% annual.
Since May 26, 2000, IVW has had an average annual return of +9.06%, outperforming the benchmark SPY, which returned +8.69% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +14.80% | +21.95% | +35.82% | +29.84% | -29.50% | +31.80% | +33.19% | +30.77% | -0.20% | +27.22% | +6.82% | +5.37% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +14.64% | +32.51% | +14.37% | +4.41% | +14.91% | +31.14% | -34.78% | +8.84% | +10.88% | +3.99% | +5.67% | +25.32% |
| 2002 | 2001 | 2000 | |||||||||
| -23.55% | -12.49% | -15.42% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.51% | -3.50% | -5.31% | +14.77% | +8.12% | +0.73% | +14.80% | ||||||
| 2025 | +2.62% | -2.90% | -8.14% | +1.96% | +9.43% | +6.41% | +3.45% | +0.88% | +5.19% | +3.37% | -0.94% | -0.18% | +21.95% |
| 2024 | +2.85% | +7.21% | +2.07% | -3.79% | +6.60% | +6.95% | -1.35% | +2.16% | +2.83% | -0.67% | +6.15% | +0.69% | +35.82% |
| 2023 | +5.61% | -1.98% | +5.82% | +1.49% | +2.53% | +6.25% | +3.09% | -0.66% | -4.90% | -2.41% | +8.70% | +3.77% | +29.84% |
| 2022 | -8.40% | -4.42% | +4.45% | -12.57% | -1.32% | -8.27% | +12.79% | -5.41% | -9.93% | +4.43% | +5.07% | -7.60% | -29.50% |
| 2021 | -0.49% | -0.09% | +2.77% | +6.84% | -0.89% | +5.63% | +3.78% | +4.12% | -5.82% | +9.10% | +1.34% | +2.50% | +31.80% |
| 2020 | +2.26% | -6.80% | -10.29% | +14.25% | +5.96% | +4.08% | +7.13% | +9.44% | -4.77% | -2.77% | +9.51% | +3.99% | +33.19% |
| 2019 | +7.40% | +4.10% | +2.67% | +3.94% | -5.26% | +6.05% | +1.19% | -0.76% | +0.37% | +1.72% | +3.42% | +2.89% | +30.77% |
| 2018 | +7.13% | -2.06% | -2.97% | +0.25% | +4.32% | +0.57% | +3.43% | +4.80% | +0.79% | -8.07% | +1.39% | -8.46% | -0.20% |
| 2017 | +2.92% | +4.07% | +1.16% | +1.97% | +2.82% | -0.40% | +2.61% | +1.43% | +1.08% | +3.29% | +2.75% | +0.71% | +27.22% |
Drawdown analysis of IVW (ISHARES S&P 500 GROWTH ETF)
The maximum drawdown for the IVW was -57.32%, occurring on Mar 9, 2009. Recovery took 988 trading sessions.
The current IVW drawdown is -0.15%.
Since May 26, 2000 IVW 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: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.32% | Jul 17, 2000 | 2172 | Mar 9, 2009 | 988 | Feb 8, 2013 | 3160 |
| -32.72% | Dec 27, 2021 | 202 | Oct 14, 2022 | 345 | Mar 1, 2024 | 547 |
| -31.35% | Feb 19, 2020 | 23 | Mar 23, 2020 | 55 | Jun 10, 2020 | 78 |
| -22.15% | Feb 19, 2025 | 34 | Apr 8, 2025 | 52 | Jun 24, 2025 | 86 |
| -20.63% | Oct 1, 2018 | 58 | Dec 24, 2018 | 81 | Apr 23, 2019 | 139 |
| -13.75% | Oct 29, 2025 | 103 | Mar 30, 2026 | 11 | Apr 15, 2026 | 114 |
| -13.30% | Nov 3, 2015 | 68 | Feb 11, 2016 | 102 | Jul 8, 2016 | 170 |
| -12.72% | Jul 10, 2024 | 18 | Aug 5, 2024 | 49 | Oct 14, 2024 | 67 |
| -11.46% | Jul 20, 2015 | 26 | Aug 25, 2015 | 46 | Oct 29, 2015 | 72 |
| -11.09% | Sep 2, 2020 | 14 | Sep 23, 2020 | 51 | Dec 4, 2020 | 65 |
| -9.88% | Jan 26, 2018 | 9 | Feb 8, 2018 | 79 | Jun 4, 2018 | 88 |
| -8.65% | Feb 12, 2021 | 15 | Mar 8, 2021 | 19 | Apr 5, 2021 | 34 |
| -7.35% | Sep 18, 2014 | 20 | Oct 16, 2014 | 10 | Oct 30, 2014 | 30 |
| -7.23% | Sep 7, 2021 | 19 | Oct 4, 2021 | 16 | Oct 26, 2021 | 35 |
| -6.85% | Mar 22, 2024 | 19 | Apr 19, 2024 | 17 | May 14, 2024 | 36 |
| -6.38% | Apr 29, 2019 | 24 | Jun 3, 2019 | 11 | Jun 18, 2019 | 35 |
| -6.04% | May 21, 2013 | 23 | Jun 24, 2013 | 12 | Jul 11, 2013 | 35 |
| -6.00% | Jul 26, 2019 | 6 | Aug 5, 2019 | 68 | Nov 8, 2019 | 74 |
| -5.92% | Apr 26, 2021 | 12 | May 12, 2021 | 21 | Jun 11, 2021 | 33 |
| -5.70% | Jan 22, 2014 | 8 | Feb 3, 2014 | 9 | Feb 14, 2014 | 17 |
| -5.32% | Jun 10, 2020 | 1 | Jun 11, 2020 | 8 | Jun 23, 2020 | 9 |
| -5.31% | Mar 6, 2014 | 26 | Apr 11, 2014 | 29 | May 23, 2014 | 55 |
| -5.06% | Aug 15, 2016 | 58 | Nov 4, 2016 | 24 | Dec 9, 2016 | 82 |
| -4.94% | Jul 14, 2014 | 18 | Aug 7, 2014 | 12 | Aug 25, 2014 | 30 |
| -4.92% | Dec 5, 2014 | 7 | Dec 16, 2014 | 4 | Dec 22, 2014 | 11 |