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iShares Core S&P U.S. Growth ETF

IUSG
ETF · Currency in USD
ISIN
US4642876712
CUSIP
464287671
Issuer
iShares
Inception Date
Jul 24, 2000
Region
North America (U.S.)
Category
Large Cap Growth Equities
Expense Ratio
0.04%
Index Tracked
Russell 3000 Growth Index
ETF Home Page
www.ishares.com
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

IUSGPrice Chart


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S&P 500

IUSGPerformance

The chart shows the growth of $10,000 invested in iShares Core S&P U.S. Growth ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $60,806 for a total return of roughly 508.06%. All prices are adjusted for splits and dividends.


IUSG (iShares Core S&P U.S. Growth ETF)
Benchmark (S&P 500)

IUSGReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M1.39%
6M21.09%
YTD21.01%
1Y34.96%
5Y22.07%
10Y18.17%

IUSGMonthly Returns Heatmap


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IUSGSharpe 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 U.S. Growth ETF Sharpe ratio is 2.21. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


IUSG (iShares Core S&P U.S. Growth ETF)
Benchmark (S&P 500)

IUSGDividends

iShares Core S&P U.S. Growth ETF granted a 0.70% dividend yield in the last twelve months, as of Sep 18, 2021. The annual payout for that period amounted to $0.75 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$0.75$0.82$1.11$0.70$0.69$0.63$0.53$0.47$0.43$0.42$0.31$0.28

Dividend yield

0.70%0.93%1.64%1.32%1.28%1.48%1.29%1.21%1.22%1.56%1.31%1.17%

IUSGDrawdowns Chart

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


IUSG (iShares Core S&P U.S. Growth ETF)
Benchmark (S&P 500)

IUSGWorst Drawdowns

The table below shows the maximum drawdowns of the iShares Core S&P U.S. Growth 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 iShares Core S&P U.S. Growth ETF is 32.35%, recorded on Mar 23, 2020. It took 72 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-32.35%Feb 20, 202023Mar 23, 202072Jul 6, 202095
-20.69%Oct 2, 201858Dec 24, 201881Apr 23, 2019139
-19.2%Jul 8, 201161Oct 3, 201185Feb 3, 2012146
-15.48%Apr 26, 201050Jul 6, 201073Oct 18, 2010123
-14.84%Jul 21, 2015143Feb 11, 2016103Jul 11, 2016246
-10.97%Sep 3, 202014Sep 23, 202048Dec 1, 202062
-9.92%Apr 3, 201242Jun 1, 201267Sep 6, 2012109
-9.87%Jan 29, 20189Feb 8, 201880Jun 5, 201889
-8.61%Feb 16, 202115Mar 8, 202119Apr 5, 202134
-8.15%Sep 20, 201239Nov 15, 201238Jan 11, 201377

IUSGVolatility Chart

Current iShares Core S&P U.S. Growth ETF volatility is 7.55%. 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.


IUSG (iShares Core S&P U.S. Growth ETF)
Benchmark (S&P 500)

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