Performance analysis of XVV (ISHARES ESG SELECT SCREENED S&P 500 ETF)
Annual Return
Over the past 3 years, XVV has had an average annual return of +19.46%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, XVV has had an average annual return of +12.42%, underperforming the benchmark SPY, which returned +12.55% annual.
Since Sep 24, 2020, XVV has had an average annual return of +16.61%, underperforming the benchmark SPY, which returned +16.90% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.13% | +17.53% | +25.87% | +29.80% | -21.46% | +29.19% | +16.13% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.59% | -1.47% | -5.54% | +11.52% | +5.29% | -1.50% | -0.12% | +8.13% | |||||
| 2025 | +2.78% | -1.91% | -6.09% | -0.40% | +6.60% | +5.22% | +2.25% | +2% | +3.84% | +2.43% | +0.03% | +0.12% | +17.53% |
| 2024 | +2.12% | +5.58% | +2.97% | -4.30% | +4.86% | +4.25% | +0.87% | +2.27% | +2.26% | -0.83% | +5.93% | -2.20% | +25.87% |
| 2023 | +7.05% | -1.92% | +3.90% | +1.31% | +1.46% | +6.71% | +2.98% | -1.36% | -5.15% | -2.12% | +9.88% | +4.69% | +29.80% |
| 2022 | -5.88% | -3.53% | +3.45% | -9.54% | -0.16% | -8.30% | +9.55% | -4.37% | -9.37% | +7.16% | +5.66% | -6.07% | -21.46% |
| 2021 | -0.95% | +2.85% | +4.07% | +5.37% | +0.54% | +2.61% | +2.45% | +3.38% | -4.81% | +7.09% | -0.37% | +4.22% | +29.19% |
| 2020 | +3.97% | -3.10% | +10.89% | +3.95% | +16.13% |
Drawdown analysis of XVV (ISHARES ESG SELECT SCREENED S&P 500 ETF)
The maximum drawdown for the XVV was -27.20%, occurring on Oct 12, 2022. Recovery took 296 trading sessions.
The current XVV drawdown is -1.98%.
Since Sep 24, 2020 XVV has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -27.20% | Dec 29, 2021 | 198 | Oct 12, 2022 | 296 | Dec 15, 2023 | 494 |
| -19.59% | Feb 19, 2025 | 34 | Apr 8, 2025 | 54 | Jun 26, 2025 | 88 |
| -10.59% | Jan 9, 2026 | 54 | Mar 30, 2026 | 11 | Apr 15, 2026 | 65 |
| -9.16% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -7.75% | Oct 12, 2020 | 14 | Oct 30, 2020 | 6 | Nov 9, 2020 | 20 |
| -5.88% | Mar 28, 2024 | 15 | Apr 19, 2024 | 18 | May 15, 2024 | 33 |
| -5.51% | Sep 3, 2021 | 20 | Oct 4, 2021 | 13 | Oct 21, 2021 | 33 |
| -5.19% | Oct 28, 2025 | 17 | Nov 20, 2025 | 13 | Dec 10, 2025 | 30 |
| -4.67% | Jun 2, 2026 | 6 | Jun 10, 2026 | Ongoing | Ongoing | Ongoing |
| -4.48% | Feb 12, 2021 | 13 | Mar 4, 2021 | 7 | Mar 15, 2021 | 20 |
| -4.25% | Dec 11, 2024 | 19 | Jan 10, 2025 | 7 | Jan 22, 2025 | 26 |
| -4.20% | Nov 19, 2021 | 7 | Dec 1, 2021 | 7 | Dec 10, 2021 | 14 |
| -4.16% | May 7, 2021 | 3 | May 12, 2021 | 20 | Jun 10, 2021 | 23 |
| -3.34% | Jan 21, 2021 | 6 | Jan 29, 2021 | 4 | Feb 4, 2021 | 10 |
| -3.05% | Dec 10, 2021 | 6 | Dec 20, 2021 | 3 | Dec 23, 2021 | 9 |
| -2.90% | Oct 8, 2025 | 2 | Oct 10, 2025 | 10 | Oct 24, 2025 | 12 |
| -2.89% | Jan 25, 2024 | 4 | Jan 31, 2024 | 5 | Feb 7, 2024 | 9 |
| -2.86% | Jul 12, 2021 | 5 | Jul 19, 2021 | 4 | Jul 23, 2021 | 9 |
| -2.72% | Oct 14, 2024 | 13 | Oct 31, 2024 | 4 | Nov 6, 2024 | 17 |
| -2.50% | Jul 28, 2025 | 4 | Aug 1, 2025 | 5 | Aug 8, 2025 | 9 |
| -2.49% | Dec 11, 2025 | 4 | Dec 17, 2025 | 4 | Dec 23, 2025 | 8 |
| -2.17% | Nov 11, 2024 | 4 | Nov 15, 2024 | 7 | Nov 26, 2024 | 11 |
| -2.17% | Dec 28, 2023 | 4 | Jan 4, 2024 | 4 | Jan 10, 2024 | 8 |
| -2.12% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -2.03% | Jan 23, 2025 | 7 | Feb 3, 2025 | 8 | Feb 13, 2025 | 15 |