iShares Global 100 ETF (IOO) Performance
IOO total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +13.2% since Dec 31, 2025
- 1 year
- +18.4% total return
- 5 years
- +15.5% a year
- 10 years
- +16.4% a year
- Since first price
- +7.6% a year since 2000
IOO trailing returns vs SPY, QQQ, AGG
| Period | IOO total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −1.2% | −1.2% | −1.0% | −5.0% | +0.9% |
| 3 months | +4.1% | +4.1% | +3.2% | +1.9% | −0.4% |
| 6 months | +8.3% | +7.7% | +7.8% | +8.4% | −1.5% |
| YTD | +13.2% | +12.6% | +12.3% | +15.1% | −1.0% |
| 1 year | +18.4% | +17.3% | +14.4% | +15.9% | −1.1% |
| 3 years | +102.5%+26.5%/yr | +96.1% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +105.8%+15.5%/yr | +92.2% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +356.4%+16.4%/yr | +283.4% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +569.5%+13.5%/yr | +385.9% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +524.7%+9.6%/yr | +294.3% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionDec 8, 2000 | +571.0%+7.6%/yr | +293.4% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: IOO vs SPY
From Dec 8, 2000: IOO grew to $67,100, SPY to $90,088.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IOO returns by calendar year
18 of 25 full years positive. Best 2003 (+31.1%), worst 2008 (−36.1%). 2026 is year to date.
IOO annual returns table
| Year | IOO | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +13.2% | −9.9% | +12.3% | +15.1% | −1.0% |
| 2025 | +27.0% | −19.2% | +17.7% | +20.8% | +7.2% |
| 2024 | +26.5% | −11.1% | +24.9% | +25.6% | +1.3% |
| 2023 | +27.7% | −9.1% | +26.2% | +54.9% | +5.7% |
| 2022 | −16.3% | −23.5% | −18.2% | −32.6% | −13.0% |
| 2021 | +26.0% | −5.3% | +28.7% | +27.4% | −1.8% |
| 2020 | +18.6% | −31.4% | +18.3% | +48.6% | +7.5% |
| 2019 | +30.0% | −6.5% | +31.2% | +39.0% | +8.5% |
| 2018 | −6.2% | −16.9% | −4.6% | −0.1% | +0.1% |
| 2017 | +23.6% | −2.1% | +21.7% | +32.7% | +3.6% |
| 2016 | +8.4% | −9.2% | +12.0% | +7.1% | +2.4% |
| 2015 | −1.8% | −14.6% | +1.2% | +9.4% | +0.5% |
| 2014 | +2.1% | −9.4% | +13.5% | +19.2% | +6.0% |
| 2013 | +24.0% | −7.1% | +32.3% | +36.6% | −2.0% |
| 2012 | +13.7% | −13.6% | +16.0% | +18.1% | +3.8% |
| 2011 | −4.2% | −23.2% | +1.9% | +3.4% | +7.7% |
| 2010 | +5.8% | −17.7% | +15.1% | +19.9% | +6.4% |
| 2009 | +24.0% | −29.6% | +26.4% | +54.7% | +3.0% |
| 2008 | −36.1% | −47.1% | −36.8% | −41.7% | +7.9% |
| 2007 | +11.1% | −9.7% | +5.1% | +19.0% | +6.6% |
| 2006 | +19.9% | −10.4% | +15.8% | +7.1% | +3.9% |
| 2005 | +4.3% | −7.5% | +4.8% | +1.6% | +2.3% |
| 2004 | +9.2% | −10.1% | +10.7% | +10.5% | +3.8% |
| 2003 | +31.1% | −14.9% | +28.2% | +49.7% | — |
| 2002 | −24.0% | −34.5% | −21.6% | −37.4% | — |
| 2001 | −14.3% | −31.6% | −11.8% | −33.3% | — |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
IOO largest drawdowns
Now 2.5% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Oct 31, 2007 | −55.9% | Mar 9, 2009 | Aug 2, 2013 | 1.4 years | 5.8 years |
| Dec 11, 2000 | −45.5% | Oct 9, 2002 | Apr 24, 2006 | 1.8 years | 5.4 years |
| Feb 12, 2020 | −31.4% | Mar 23, 2020 | Aug 5, 2020 | 40 days | 6 months |
| Jan 4, 2022 | −23.5% | Sep 30, 2022 | Jul 13, 2023 | 9 months | 1.5 years |
| Feb 20, 2025 | −19.2% | Apr 8, 2025 | Jun 9, 2025 | 47 days | 4 months |
| May 21, 2015 | −17.3% | Feb 11, 2016 | Dec 9, 2016 | 9 months | 1.6 years |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
IOO risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2000 |
|---|---|---|---|---|
| Annualized return | +26.6% | +16.7% | +16.4% | +7.9% |
| Volatility (annualized) | 12.8% | 15.5% | 14.8% | 15.7% |
| Sharpe ratio | 1.59 | 0.85 | 0.96 | — |
| Sortino ratio | 3.49 | 1.41 | 1.54 | — |
| Best month | +11.8% | +11.8% | +11.8% | +11.8% |
| Worst month | −5.4% | −9.5% | −9.8% | −15.2% |
| Best 12 months | +42.1% | +42.1% | +50.3% | +51.8% |
| Worst 12 months | +8.9% | −16.3% | −16.3% | −44.4% |
| Positive months | 69% | 63% | 72% | 64% |
| Beta vs S&P 500 | 0.96 | 0.95 | 0.93 | — |
| Correlation with S&P 500 | 0.93 | 0.96 | 0.96 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
IOO rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 299 | −44.4% | +12.1% | +51.8% | 76% |
| 3-year (a year) | 275 | −13.5% | +10.2% | +28.1% | 85% |
| 5-year (a year) | 251 | −6.1% | +8.9% | +20.0% | 89% |
| 10-year (a year) | 191 | +0.8% | +8.1% | +16.8% | 100% |
Every holding period starting at a month-end since 2000. Returns for 3 years and longer are annualized.
IOO performance overview
iShares Global 100 ETF (IOO) returned +18.4% over the past year and +16.4% a year over ten years, with distributions reinvested. Since its first recorded price in 2000 it has returned +7.6% a year, turning $10,000 into about $67,100. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −55.9%, from Oct 31, 2007 to Mar 9, 2009, and it took 4.4 years to get back to the old high. IOO finished 18 of its 25 full calendar years with a gain; the best year was 2003 (+31.1%) and the worst 2008 (−36.1%). Volatility has been 15.7% a year.
Related: IOO chart, IOO holdings, IOO dividends, IOO valuation. See the IOO overview for the latest quote and fund facts.
IOO performance FAQ
What is the IOO return over the past year?
IOO returned +18.4% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 17.3%.
What is the average annual return of IOO?
IOO has returned +15.5% a year over 5 years, +16.4% a year over 10 years, +7.6% a year since December 8, 2000 (total return, distributions reinvested).
How much would $10,000 invested in IOO be worth?
$10,000 invested in IOO at its first recorded close on December 8, 2000 would be worth about $67,100 on October 23, 2026 with distributions reinvested.
What was the worst year for IOO?
The worst calendar year was 2008, with a total return of −36.1%. The best was 2003 at +31.1%.
What is the biggest drawdown of IOO?
The largest peak-to-trough decline was −55.9% between October 31, 2007 and March 9, 2009. It recovered to the old high on August 2, 2013, 4.4 years after the bottom.
How volatile is IOO?
Over the past 3 years IOO had an annualized volatility of 12.8% and a Sharpe ratio of 1.59 (excess return over 1–3 month T-bills per unit of risk).