iShares S&P 500 Index Fund (WFSPX)

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The chart shows the growth of an initial investment of $10,000 in iShares S&P 500 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.

iShares S&P 500 Index Fund (WFSPX) has returned -7.06% so far this year and 14.40% over the past 12 months. Looking at the last ten years, WFSPX has achieved an annualized return of 13.63%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Jul 2, 1993, WFSPX's average daily return is +0.12%, while the average monthly return is +2.64%. At this rate, your investment would double in approximately 2.2 years.

Historically, 65% of months were positive and 35% were negative. The best month was Jan 1994 with a return of +726.8%, while the worst month was Oct 2008 at -16.6%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.

On a daily basis, WFSPX closed higher 53% of trading days. The best single day was Jan 3, 1994 with a return of +698.5%, while the worst single day was Mar 16, 2020 at -11.9%.

iShares S&P 500 Index Fund has an annualized alpha of 24.37%, beta of 0.98, and R² of 0.02 versus S&P 500 Index. Calculated based on daily prices since July 06, 1993.

• This fund captured 132.95% of S&P 500 Index gains but only 98.97% of its losses — a favorable profile for investors.
• R² of 0.02 means this fund moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

WFSPX has an expense ratio of 0.03%, which is considered low.

WFSPX ranks 42 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for iShares S&P 500 Index Fund (WFSPX) and compare them to a chosen benchmark (S&P 500 Index).

iShares S&P 500 Index Fund provided a 1.58% dividend yield over the last twelve months, with an annual payout of $11.72 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for iShares S&P 500 Index Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the iShares S&P 500 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 S&P 500 Index Fund was 58.21%, occurring on Mar 9, 2009. Recovery took 978 trading sessions.

The current iShares S&P 500 Index Fund drawdown is 8.90%.

The chart below shows the rolling one-month volatility.