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iShares Core S&P Total U.S. Stock Market ETF

ITOT
ETF · Currency in USD
ISIN
US4642871507
CUSIP
464287150
Issuer
iShares
Inception Date
Jan 20, 2004
Region
North America (U.S.)
Category
Large Cap Growth Equities
Expense Ratio
0.03%
Index Tracked
S&P Composite 1500 Index
ETF Home Page
www.ishares.com
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

ITOTPrice Chart


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S&P 500

ITOTPerformance

The chart shows the growth of $10,000 invested in iShares Core S&P Total U.S. Stock Market ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $46,430 for a total return of roughly 364.30%. All prices are adjusted for splits and dividends.


ITOT (iShares Core S&P Total U.S. Stock Market ETF)
Benchmark (S&P 500)

ITOTReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M2.92%
YTD10.51%
6M21.52%
1Y56.36%
5Y17.26%
10Y14.55%

ITOTMonthly Returns Heatmap


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ITOTSharpe 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 Core S&P Total U.S. Stock Market ETF Sharpe ratio is 3.00. A Sharpe ratio of 3.0 or higher is considered excellent.

The chart below displays rolling 12-month Sharpe Ratio.


ITOT (iShares Core S&P Total U.S. Stock Market ETF)
Benchmark (S&P 500)

ITOTDividends

iShares Core S&P Total U.S. Stock Market ETF granted a 1.31% dividend yield in the last twelve months, as of Apr 11, 2021. The annual payout for that period amounted to $1.25 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$1.25$1.22$1.36$1.22$1.03$0.94$0.94$1.04$0.87$0.63$0.53$0.47
Dividend yield
1.31%1.41%1.88%2.14%1.69%1.83%2.01%2.20%2.06%1.94%1.85%1.63%

ITOTDrawdowns Chart


ITOT (iShares Core S&P Total U.S. Stock Market ETF)
Benchmark (S&P 500)

ITOTWorst Drawdowns

The table below shows the maximum drawdowns of the iShares Core S&P Total U.S. Stock Market ETF. 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 {{portfolioName}} is 35.00%, recorded on Mar 23, 2020. It took 99 trading sessions for the portfolio to recover.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-35%Feb 20, 202023Mar 23, 202099Aug 12, 2020122
-20.12%Sep 21, 201865Dec 24, 201881Apr 23, 2019146
-19.57%May 2, 2011108Oct 3, 201185Feb 3, 2012193
-15.54%Apr 26, 201050Jul 6, 201086Nov 4, 2010136
-14.4%May 22, 2015183Feb 11, 201677Jun 2, 2016260
-9.88%Jan 29, 20189Feb 8, 2018115Jul 25, 2018124
-9.81%Apr 3, 201243Jun 4, 201252Aug 16, 201295
-9.38%Sep 3, 202014Sep 23, 202033Nov 9, 202047
-8.07%Jan 20, 201014Feb 8, 201021Mar 10, 201035
-7.39%Sep 17, 201242Nov 15, 201231Jan 2, 201373

ITOTVolatility Chart

Current iShares Core S&P Total U.S. Stock Market ETF volatility is 9.52%. 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.


ITOT (iShares Core S&P Total U.S. Stock Market ETF)
Benchmark (S&P 500)

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