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iShares Core S&P 500 ETF

Provider: iShares
iShares Core S P 500 ETF is an exchange-traded fund incorporated in the USA. The ETF tracks the performance of the S P 500 Index. It invests in all 500 stocks that comprise the index. The ETF holds predominantly large-cap stocks from U.S. companies. It weights the holdings using a market capitalization methodology and rebalances quarterly.
Annualised Return 10.27%
Realised Volatility 15.62%
Downside Volatility 11.3%
Max Drawdown -50.82%
Winning months 66.36%
Sharpe Ratio 0.66
Sortino Ratio 0.91
Calmar Ratio 0.2
Viking Ratio 0.38
Monthly performance
JanFebMarAprMayJunJulAugSepOctNovDecYTD
2025 1.97% 1.97%
2024 1.58% 5.2% 3.32% -4.05% 5.06% 3.57% 1.11% 2.43% 2.17% -0.97% 5.92% -2.37% 24.93%
2023 6.27% -2.53% 3.73% 1.6% 0.42% 6.6% 3.25% -1.63% -4.7% -2.21% 9.16% 4.61% 26.31%
2022 -5.29% -2.89% 3.76% -8.85% 0.32% -8.33% 9.27% -4.13% -9.24% 8.12% 5.55% -5.73% -18.16%
2021 -1.03% 2.76% 4.56% 5.29% 0.66% 2.26% 2.44% 3.02% -4.68% 7% -0.73% 4.56% 28.76%
2020 0% -8.45% -12.13% 12.68% 4.82% 1.9% 5.85% 7% -3.76% -2.51% 10.9% 3.78% 18.4%
2019 7.92% 3.23% 1.92% 4% -6.3% 6.95% 1.52% -1.66% 1.95% 2.16% 3.64% 2.93% 31.25%
2018 5.69% -3.8% -2.48% 0.35% 2.41% 0.59% 3.75% 3.23% 0.54% -6.82% 1.92% -8.88% -4.49%
2017 1.75% 3.98% 0.12% 0.97% 1.39% 0.67% 2.07% 0.27% 2.04% 2.32% 3.12% 1.21% 21.75%
2016 -5% -0.06% 6.82% 0.35% 1.74% 0.25% 3.74% 0.13% 0.01% -1.78% 3.67% 2.14% 12.15%
2015 -2.91% 5.65% -1.6% 0.97% 1.3% -1.98% 2.19% -6.14% -2.72% 8.73% 0.39% -1.73% 1.28%
2014 -3.49% 4.54% 0.9% 0.74% 2.28% 2.09% -1.4% 3.97% -1.37% 2.39% 2.75% -0.29% 13.57%
2013 5.19% 1.33% 3.68% 1.96% 2.4% -1.58% 5.37% -3.02% 3.24% 4.61% 2.98% 2.56% 32.36%
2012 4.61% 4.21% 3.3% -0.66% -6.01% 4.21% 1.24% 2.32% 2.49% -2.02% 0.87% 0.9% 16.01%
2011 2.3% 3.46% 0% 2.95% -1.19% -1.68% -1.97% -5.52% -6.78% 10.65% -0.32% 1.07% 1.88%
2010 -3.71% 3.15% 6.11% 1.62% -8% -5.26% 6.99% -4.43% 8.82% 3.84% -0.07% 6.78% 15.1%
2009 -8.13% -10.56% 8.03% 10.14% 5.84% 0.04% 7.38% 3.66% 3.63% -1.92% 6.09% 1.91% 26.61%
2008 -6.27% -2.76% -0.63% 4.82% 1.28% -8.39% -0.74% 1.49% -8.88% -16.63% -7.46% 0.98% -37.01%
2007 1.43% -1.9% 1.19% 4.31% 3.41% -1.98% -3.19% 1.31% 4.09% 1.41% -4.11% -0.92% 4.73%
*Performance is net of rebalancing costs, fixed fees (0% annually) and performance fees (0% over high watermark).