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iShares Total U.S. Stock Market Index Fund (BITSX)

Mutual Fund · Currency in USD · Last updated Mar 21, 2023

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.

Share Price Chart


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Performance

The chart shows the growth of $10,000 invested in iShares Total U.S. Stock Market Index Fund in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $20,944 for a total return of roughly 109.44%. All prices are adjusted for splits and dividends.


0.00%5.00%10.00%15.00%NovemberDecember2023FebruaryMarch
7.50%
7.43%
BITSX (iShares Total U.S. Stock Market Index Fund)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

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Return

iShares Total U.S. Stock Market Index Fund had a return of 2.94% year-to-date (YTD) and -10.91% in the last 12 months. Over the past 10 years, iShares Total U.S. Stock Market Index Fund had an annualized return of 10.23%, outperforming the S&P 500 benchmark which had an annualized return of 8.80%.


PeriodReturnBenchmark
1 month-4.00%-3.13%
Year-To-Date2.94%2.92%
6 months2.13%2.02%
1 year-10.91%-11.46%
5 years (annualized)9.05%7.79%
10 years (annualized)10.23%8.80%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20236.89%-2.33%
2022-9.31%8.25%5.18%-5.85%

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current iShares Total U.S. Stock Market Index Fund Sharpe ratio is -0.41. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-0.80-0.60-0.40-0.20NovemberDecember2023FebruaryMarch
-0.41
-0.45
BITSX (iShares Total U.S. Stock Market Index Fund)
Benchmark (^GSPC)

Dividend History

iShares Total U.S. Stock Market Index Fund granted a 1.54% dividend yield in the last twelve months. The annual payout for that period amounted to $0.28 per share.


PeriodTTM20222021202020192018201720162015
Dividend$0.28$0.28$0.34$0.35$0.32$0.29$0.27$0.16$0.02

Dividend yield

1.54%1.59%1.56%2.02%2.22%2.64%2.36%1.71%0.29%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00
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$0.18
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 Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-25.00%-20.00%-15.00%-10.00%NovemberDecember2023FebruaryMarch
-17.24%
-17.62%
BITSX (iShares Total U.S. Stock Market Index Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the iShares Total U.S. Stock Market Index Fund. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the iShares Total U.S. Stock Market Index Fund is 34.97%, recorded on Mar 23, 2020. It took 99 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-34.97%Feb 20, 202023Mar 23, 202099Aug 12, 2020122
-25%Jan 4, 2022187Sep 30, 2022
-20.19%Sep 21, 201865Dec 24, 201881Apr 23, 2019146
-14.33%Aug 18, 2015123Feb 11, 201674May 27, 2016197
-9.93%Jan 29, 20189Feb 8, 2018115Jul 25, 2018124
-9.3%Sep 3, 202014Sep 23, 202033Nov 9, 202047
-6.72%May 6, 201920Jun 3, 201913Jun 20, 201933
-6.21%Jul 29, 201913Aug 14, 201952Oct 28, 201965
-5.99%Jun 9, 201613Jun 27, 20168Jul 8, 201621
-5.22%Nov 9, 202116Dec 1, 202117Dec 27, 202133

Volatility Chart

Current iShares Total U.S. Stock Market Index Fund volatility is 22.31%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


15.00%20.00%25.00%30.00%35.00%40.00%NovemberDecember2023FebruaryMarch
22.31%
20.82%
BITSX (iShares Total U.S. Stock Market Index Fund)
Benchmark (^GSPC)