iShares Total U.S. Stock Market Index Fund (BITSX)
The fund seeks to track the investment results of the Russell 3000 Index, which measures the performance of the broad U.S. equity market. The underlying index is a float-adjusted capitalization-weighted index of the largest public issuers domiciled in the United States and its territories. The fund generally invests at least 90% of its assets, plus the amount of any borrowing for investment purposes, in securities of the underlying index.
Fund Info
| ISIN | US0919361610 |
|---|---|
| CUSIP | 091936161 |
| Issuer | Blackrock |
| Inception Date | Aug 13, 2015 |
| Category | Large Cap Blend Equities |
| Min. Investment | $2,000,000 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
The iShares Total U.S. Stock Market Index Fund has an expense ratio of 0.08% which is considered to be low.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares Total U.S. Stock Market Index Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares Total U.S. Stock Market Index Fund had a return of 4.75% year-to-date (YTD) and 21.97% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 4.75% | 5.29% |
| 1 month | -2.53% | -2.47% |
| 6 months | 17.09% | 16.40% |
| 1 year | 21.97% | 20.88% |
| 5 years (annualized) | 12.70% | 11.60% |
| 10 years (annualized) | N/A | 10.43% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.09% | 5.41% | 3.20% | |||||||||
| 2023 | -4.77% | -2.69% | 9.34% | 5.32% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
iShares Total U.S. Stock Market Index Fund(BITSX)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Total U.S. Stock Market Index Fund (BITSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares Total U.S. Stock Market Index Fund granted a 1.35% dividend yield in the last twelve months. The annual payout for that period amounted to $0.31 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.31 | $0.31 | $0.28 | $0.34 | $0.26 | $0.32 | $0.29 | $0.27 | $0.16 | $0.02 |
Dividend yield | 1.35% | 1.42% | 1.59% | 1.53% | 1.47% | 2.11% | 2.44% | 2.14% | 1.51% | 0.25% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Total U.S. Stock Market Index Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | |||||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.10 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.09 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.18 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.09 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.00 | $0.13 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.07 | $0.00 | $0.12 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.06 | $0.00 | $0.11 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.04 | $0.00 | $0.07 |
| 2015 | $0.02 | $0.00 | $0.00 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Total U.S. Stock Market Index Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares Total U.S. Stock Market Index Fund was 34.97%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.
The current iShares Total U.S. Stock Market Index Fund drawdown is 4.75%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.97% | Feb 20, 2020 | 23 | Mar 23, 2020 | 99 | Aug 12, 2020 | 122 |
| -25% | Jan 4, 2022 | 187 | Sep 30, 2022 | 303 | Dec 14, 2023 | 490 |
| -20.19% | Sep 21, 2018 | 65 | Dec 24, 2018 | 81 | Apr 23, 2019 | 146 |
| -14.33% | Aug 18, 2015 | 123 | Feb 11, 2016 | 74 | May 27, 2016 | 197 |
| -9.93% | Jan 29, 2018 | 9 | Feb 8, 2018 | 115 | Jul 25, 2018 | 124 |
Volatility
Volatility Chart
The current iShares Total U.S. Stock Market Index Fund volatility is 3.53%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.