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Performance
WFSPX Performance Chart
iShares S&P 500 Index Fund (WFSPX) is up 11.5% since the beginning of the year. WFSPX is currently trading at $886 per share. Investors who bought $1,000 worth of WFSPX shares 5 years ago would now be looking at an investment worth $1,936.
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Returns By Period
iShares S&P 500 Index Fund (WFSPX) has returned 11.54% so far this year and 29.51% over the past 12 months. Looking at the last ten years, WFSPX has achieved an annualized return of 15.53%, outperforming the S&P 500 Index benchmark, which averaged 13.75% per year.
iShares S&P 500 Index Fund
- 1D
- 0.27%
- 1M
- 5.23%
- YTD
- 11.54%
- 6M
- 11.91%
- 1Y
- 29.51%
- 3Y*
- 22.66%
- 5Y*
- 14.13%
- 10Y*
- 15.53%
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.25%
- YTD
- 11.16%
- 6M
- 11.43%
- 1Y
- 28.20%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
WFSPX Monthly Returns History
Based on dividend-adjusted daily data since Jul 2, 1993, WFSPX's average daily return is +0.13%, while the average monthly return is +2.66%. At this rate, an investment would double in approximately 2.2 years.
Historically, 66% of months were positive and 34% 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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.44% | -0.76% | -4.99% | 10.49% | 5.26% | 0.27% | 11.54% | ||||||
| 2025 | 2.78% | -1.31% | -5.63% | -0.67% | 6.28% | 5.09% | 2.24% | 2.02% | 3.65% | 2.32% | 0.24% | 0.05% | 17.83% |
| 2024 | 1.67% | 5.34% | 3.21% | -4.09% | 4.95% | 3.58% | 1.21% | 2.41% | 2.13% | -0.91% | 5.87% | -2.39% | 24.94% |
| 2023 | 6.28% | -2.44% | 3.67% | 1.56% | 0.43% | 6.61% | 3.21% | -1.59% | -4.77% | -2.11% | 9.13% | 4.54% | 26.25% |
| 2022 | -5.17% | -3.00% | 3.70% | -8.72% | 0.19% | -8.26% | 9.21% | -4.08% | -9.21% | 8.10% | 5.59% | -5.76% | -18.14% |
| 2021 | -1.02% | 2.75% | 4.38% | 5.33% | 0.69% | 2.33% | 2.37% | 3.04% | -4.66% | 7.00% | -0.70% | 4.48% | 28.63% |
Benchmark Metrics
iShares S&P 500 Index Fund has an annualized alpha of 24.25%, 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 132.39% of S&P 500 Index gains but only 98.96% 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.
- Alpha
- 24.25%
- Beta
- 0.98
- R²
- 0.02
- Upside Capture
- 132.39%
- Downside Capture
- 98.96%
Expense Ratio
WFSPX has an expense ratio of 0.03%, which is considered low.
Return for Risk
Risk / Return Rank
WFSPX ranks 75 for risk / return — better than 75% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares S&P 500 Index Fund (WFSPX) and compare them to S&P 500 Index.
| WFSPX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.55 | 2.39 | +0.16 |
Sortino ratioReturn per unit of downside risk | 3.46 | 3.25 | +0.20 |
Omega ratioGain probability vs. loss probability | 1.46 | 1.43 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 3.39 | 3.11 | +0.28 |
Martin ratioReturn relative to average drawdown | 15.85 | 14.38 | +1.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
iShares S&P 500 Index Fund provided a 1.57% dividend yield over the last twelve months, with an annual payout of $13.86 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $13.86 | $13.70 | $9.72 | $8.41 | $9.07 | $10.19 | $7.36 | $7.60 | $5.95 | $5.15 | $6.33 | $6.08 |
Dividend yield | 1.57% | 1.72% | 1.41% | 1.50% | 2.02% | 1.82% | 1.66% | 1.99% | 2.00% | 1.62% | 2.37% | 2.49% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $2.15 | $0.00 | $0.00 | $0.00 | $2.15 | ||||||
| 2025 | $0.00 | $0.00 | $1.99 | $0.00 | $0.00 | $2.66 | $0.00 | $0.00 | $2.29 | $0.00 | $0.00 | $6.76 | $13.70 |
| 2024 | $0.00 | $0.00 | $2.16 | $0.00 | $0.00 | $2.29 | $0.00 | $0.00 | $2.16 | $0.00 | $0.00 | $3.10 | $9.72 |
| 2023 | $0.00 | $0.00 | $2.00 | $0.00 | $0.00 | $1.99 | $0.00 | $0.00 | $1.89 | $0.00 | $0.00 | $2.52 | $8.41 |
| 2022 | $0.00 | $0.00 | $1.86 | $0.00 | $0.00 | $1.86 | $1.18 | $0.00 | $1.85 | $0.00 | $0.00 | $2.32 | $9.07 |
| 2021 | $0.00 | $0.00 | $1.74 | $0.00 | $0.00 | $1.66 | $0.00 | $0.00 | $1.75 | $0.00 | $0.00 | $5.05 | $10.19 |
Drawdowns
Drawdowns Chart
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.
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Worst Drawdowns
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.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -58.21%Mar 2009 | 8y 11mo | 3y 10mo | 12y 10moMar 2000 - Jan 2013 |
COVID crash2020 | -33.74%Mar 2020 | 1mo 2d | 4mo 20d | 5mo 22dFeb 2020 - Aug 2020 |
Bear market2022 | -24.51%Oct 2022 | 9mo 11d | 1y 2mo | 1y 11moJan 2022 - Dec 2023 |
Rate-hike selloffLate 2018 | -19.36%Dec 2018 | 3mo 4d | 3mo 19d | 6mo 23dSep 2018 - Apr 2019 |
1998 correction1998 | -19.19%Aug 1998 | 1mo 12d | 2mo 24d | 4mo 6dJul 1998 - Nov 1998 |
Drawdown Indicators
| WFSPX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.21% | -56.78% | -1.43% |
Max Drawdown (1Y)Largest decline over 1 year | -8.90% | -9.10% | +0.20% |
Max Drawdown (3Y)Largest decline over 3 years | -18.74% | -18.90% | +0.16% |
Max Drawdown (5Y)Largest decline over 5 years | -24.51% | -25.43% | +0.92% |
Max Drawdown (10Y)Largest decline over 10 years | -33.74% | -33.92% | +0.18% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -12.78% | -10.72% | -2.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.90% | 1.97% | -0.07% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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