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 | 10.57% |
| Realised Volatility | 15.43% |
| Downside Volatility | 11.24% |
| Max Drawdown | -50.82% |
| Winning months | 66.23% |
| Sharpe Ratio | 0.69 |
| Sortino Ratio | 0.94 |
| Calmar Ratio | 0.21 |
| Viking Ratio | 0.36 |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.71% | -1.26% | -5.59% | -0.7% | 6.13% | 5.18% | 2.25% | 2.11% | 3.55% | 2.38% | 0.24% | -0.3% | 17.41% |
| 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% | -8.46% | -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% | 7.39% | 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% |