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.
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.
Compare to other instruments
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%.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -4.00% | -3.13% |
| Year-To-Date | 2.94% | 2.92% |
| 6 months | 2.13% | 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
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 6.89% | -2.33% | ||||||||||
| 2022 | -9.31% | 8.25% | 5.18% | -5.85% |
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.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|
| 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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.
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, 2020 | 23 | Mar 23, 2020 | 99 | Aug 12, 2020 | 122 |
| -25% | Jan 4, 2022 | 187 | Sep 30, 2022 | — | — | — |
| -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 |
| -9.3% | Sep 3, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
| -6.72% | May 6, 2019 | 20 | Jun 3, 2019 | 13 | Jun 20, 2019 | 33 |
| -6.21% | Jul 29, 2019 | 13 | Aug 14, 2019 | 52 | Oct 28, 2019 | 65 |
| -5.99% | Jun 9, 2016 | 13 | Jun 27, 2016 | 8 | Jul 8, 2016 | 21 |
| -5.22% | Nov 9, 2021 | 16 | Dec 1, 2021 | 17 | Dec 27, 2021 | 33 |
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.