Performance analysis of TOPT (ISHARES TOP 20 U.S. STOCKS ETF)
Annual Return
Since Oct 24, 2024, TOPT has had an average annual return of +18.98%, outperforming the benchmark SPY, which returned +17.22% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.04% | +20.35% | +5.03% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.44% | -2.53% | -4.51% | +12.13% | +6.67% | -3.73% | +1.34% | +7.04% | |||||
| 2025 | +0.66% | -1.64% | -7.58% | +0.54% | +8.02% | +5.60% | +3.88% | +1.97% | +5.47% | +3.35% | -0.13% | -0.57% | +20.35% |
| 2024 | -2.30% | +5.45% | +1.95% | +5.03% |
Drawdown analysis of TOPT (ISHARES TOP 20 U.S. STOCKS ETF)
The maximum drawdown for the TOPT was -21.21%, occurring on Apr 8, 2025. Recovery took 54 trading sessions.
The current TOPT drawdown is -2.98%.
Since Oct 24, 2024 TOPT has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.21% | Dec 24, 2024 | 70 | Apr 8, 2025 | 54 | Jun 26, 2025 | 124 |
| -13.13% | Oct 29, 2025 | 103 | Mar 30, 2026 | 19 | Apr 27, 2026 | 122 |
| -7.40% | May 14, 2026 | 29 | Jun 26, 2026 | Ongoing | Ongoing | Ongoing |
| -3.20% | Oct 29, 2024 | 2 | Oct 31, 2024 | 4 | Nov 6, 2024 | 6 |
| -3.16% | Dec 16, 2024 | 2 | Dec 18, 2024 | 4 | Dec 24, 2024 | 6 |
| -2.92% | Oct 9, 2025 | 1 | Oct 10, 2025 | 10 | Oct 24, 2025 | 11 |
| -2.80% | Nov 8, 2024 | 5 | Nov 15, 2024 | 10 | Dec 2, 2024 | 15 |
| -2.54% | Aug 14, 2025 | 5 | Aug 21, 2025 | 5 | Aug 28, 2025 | 10 |
| -1.97% | Jul 28, 2025 | 4 | Aug 1, 2025 | 3 | Aug 6, 2025 | 7 |
| -1.79% | Aug 28, 2025 | 2 | Sep 2, 2025 | 2 | Sep 4, 2025 | 4 |
| -1.51% | Sep 22, 2025 | 3 | Sep 25, 2025 | 4 | Oct 1, 2025 | 7 |
| -1.05% | Jul 3, 2025 | 2 | Jul 8, 2025 | 2 | Jul 10, 2025 | 4 |
| -0.88% | Jun 30, 2025 | 1 | Jul 1, 2025 | 1 | Jul 2, 2025 | 2 |
| -0.61% | Dec 11, 2024 | 1 | Dec 12, 2024 | 1 | Dec 13, 2024 | 2 |
| -0.55% | Sep 4, 2025 | 1 | Sep 5, 2025 | 2 | Sep 9, 2025 | 3 |
| -0.47% | Jul 21, 2025 | 1 | Jul 22, 2025 | 1 | Jul 23, 2025 | 2 |
| -0.46% | Sep 15, 2025 | 2 | Sep 17, 2025 | 2 | Sep 19, 2025 | 4 |
| -0.45% | Dec 6, 2024 | 2 | Dec 10, 2024 | 1 | Dec 11, 2024 | 3 |
| -0.44% | Apr 27, 2026 | 1 | Apr 28, 2026 | 2 | Apr 30, 2026 | 3 |
| -0.35% | Oct 6, 2025 | 1 | Oct 7, 2025 | 1 | Oct 8, 2025 | 2 |
| -0.19% | Oct 1, 2025 | 2 | Oct 3, 2025 | 1 | Oct 6, 2025 | 3 |
| -0.17% | Aug 6, 2025 | 1 | Aug 7, 2025 | 1 | Aug 8, 2025 | 2 |
| -0.15% | May 1, 2026 | 1 | May 4, 2026 | 1 | May 5, 2026 | 2 |
| -0.11% | Jul 10, 2025 | 1 | Jul 11, 2025 | 2 | Jul 15, 2025 | 3 |
| -0.09% | Aug 12, 2025 | 1 | Aug 13, 2025 | 1 | Aug 14, 2025 | 2 |