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Performance analysis of TOPC (iShares S&P 500 3 Capped ETF)

Annual Return

Since Apr 16, 2025, TOPC has had an average annual return of +30.72%, underperforming the benchmark SPY, which returned +32.93% annual.

20262025
+9.96%+27.46%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+1.91%+0.44%-5.20%+9.30%+4.88%+0.47%-1.60%+9.96%
2025+5.54%+5.63%+4.44%+1.19%+2.27%+3.36%+1.30%+0.93%+0.10%+27.46%

Drawdown analysis of TOPC (iShares S&P 500 3 Capped ETF)

The maximum drawdown for the TOPC was -8.05%, occurring on Mar 30, 2026. Recovery took 10 trading sessions.

The current TOPC drawdown is -2.20%.

DepthStartTo BottomBottomTo RecoverEndTotal
-8.05%Feb 2, 202639Mar 30, 202610Apr 14, 202649
-5.03%Oct 27, 202518Nov 20, 202513Dec 10, 202531
-3.71%Jun 2, 20266Jun 10, 20263Jun 15, 20269
-2.91%Oct 8, 20252Oct 10, 202510Oct 24, 202512
-2.53%Jul 25, 20255Aug 1, 20257Aug 12, 202512
-2.53%May 19, 20254May 23, 20256Jun 3, 202510
-2.25%Jan 12, 20265Jan 20, 20267Jan 29, 202612
-2.24%Apr 17, 20251Apr 21, 20251Apr 22, 20252
-2.20%Jul 10, 20266Jul 20, 2026OngoingOngoingOngoing
-2.17%Jun 15, 20265Jun 23, 20268Jul 6, 202613
-2.08%Dec 11, 20254Dec 17, 20254Dec 23, 20258
-1.79%May 14, 20263May 19, 20263May 22, 20266
-1.34%Dec 24, 20254Dec 31, 20253Jan 6, 20267
-1.27%Sep 22, 20253Sep 25, 20254Oct 1, 20257
-1.25%Jun 12, 20255Jun 20, 20252Jun 24, 20257
-1.16%May 2, 20252May 6, 20254May 12, 20256
-1.13%Aug 13, 20256Aug 21, 20251Aug 22, 20257
-1.07%Aug 28, 20252Sep 2, 20253Sep 5, 20255
-1.02%Jul 6, 20262Jul 8, 20262Jul 10, 20264
-0.93%Jul 3, 20257Jul 15, 20254Jul 21, 202511
-0.85%Apr 17, 20262Apr 21, 20261Apr 22, 20263
-0.67%Jun 3, 20252Jun 5, 20251Jun 6, 20253
-0.63%Apr 24, 20262Apr 28, 20262Apr 30, 20264
-0.59%Jan 29, 20261Jan 30, 20261Feb 2, 20262
-0.56%Aug 22, 20251Aug 25, 20252Aug 27, 20253