iShares Core S&P Total U.S. Stock Market ETF (ITOT) Performance
ITOT total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +12.2% since Dec 31, 2025
- 1 year
- +13.9% total return
- 5 years
- +11.3% a year
- 10 years
- +14.8% a year
- Since first price
- +10.6% a year since 2004
ITOT trailing returns vs SPY, QQQ, AGG
| Period | ITOT 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 | +2.6% | +2.3% | +3.2% | +1.9% | −0.4% |
| 6 months | +7.2% | +6.7% | +7.8% | +8.4% | −1.5% |
| YTD | +12.2% | +11.4% | +12.3% | +15.1% | −1.0% |
| 1 year | +13.9% | +12.7% | +14.4% | +15.9% | −1.1% |
| 3 years | +86.4%+23.1%/yr | +79.7% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +70.7%+11.3%/yr | +59.5% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +296.7%+14.8%/yr | +238.9% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +667.7%+14.6%/yr | +490.4% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +673.6%+10.8%/yr | +441.5% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionJan 23, 2004 | +889.0%+10.6%/yr | +562.9% | — | — | — |
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: ITOT vs SPY
From Jan 23, 2004: ITOT grew to $98,901, SPY to $100,560.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
ITOT returns by calendar year
18 of 21 full years positive. Best 2013 (+33.3%), worst 2008 (−36.5%). 2026 is year to date.
ITOT annual returns table
| Year | ITOT | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +12.2% | −8.9% | +12.3% | +15.1% | −1.0% |
| 2025 | +17.0% | −19.4% | +17.7% | +20.8% | +7.2% |
| 2024 | +23.8% | −8.5% | +24.9% | +25.6% | +1.3% |
| 2023 | +26.1% | −10.8% | +26.2% | +54.9% | +5.7% |
| 2022 | −19.5% | −25.4% | −18.2% | −32.6% | −13.0% |
| 2021 | +25.7% | −5.3% | +28.7% | +27.4% | −1.8% |
| 2020 | +20.7% | −35.0% | +18.3% | +48.6% | +7.5% |
| 2019 | +30.7% | −6.8% | +31.2% | +39.0% | +8.5% |
| 2018 | −5.3% | −20.1% | −4.6% | −0.1% | +0.1% |
| 2017 | +21.4% | −2.8% | +21.7% | +32.7% | +3.6% |
| 2016 | +12.6% | −10.2% | +12.0% | +7.1% | +2.4% |
| 2015 | +0.9% | −11.9% | +1.2% | +9.4% | +0.5% |
| 2014 | +13.5% | −7.3% | +13.5% | +19.2% | +6.0% |
| 2013 | +33.3% | −5.7% | +32.3% | +36.6% | −2.0% |
| 2012 | +15.8% | −9.8% | +16.0% | +18.1% | +3.8% |
| 2011 | +1.7% | −19.6% | +1.9% | +3.4% | +7.7% |
| 2010 | +16.2% | −15.5% | +15.1% | +19.9% | +6.4% |
| 2009 | +26.6% | −27.3% | +26.4% | +54.7% | +3.0% |
| 2008 | −36.5% | −47.1% | −36.8% | −41.7% | +7.9% |
| 2007 | +5.2% | −9.8% | +5.1% | +19.0% | +6.6% |
| 2006 | +15.1% | −8.1% | +15.8% | +7.1% | +3.9% |
| 2005 | +5.3% | −7.1% | +4.8% | +1.6% | +2.3% |
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.
ITOT largest drawdowns
Now 2.7% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Oct 9, 2007 | −55.2% | Mar 9, 2009 | Mar 16, 2012 | 1.4 years | 4.4 years |
| Feb 19, 2020 | −35.0% | Mar 23, 2020 | Aug 12, 2020 | 33 days | 6 months |
| Jan 3, 2022 | −25.4% | Oct 12, 2022 | Dec 18, 2023 | 9 months | 2.0 years |
| Sep 20, 2018 | −20.1% | Dec 24, 2018 | Apr 23, 2019 | 3 months | 7 months |
| Feb 19, 2025 | −19.4% | Apr 8, 2025 | Jun 27, 2025 | 48 days | 4 months |
| May 21, 2015 | −14.4% | Feb 11, 2016 | Jun 2, 2016 | 9 months | 1.0 years |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
ITOT risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2004 |
|---|---|---|---|---|
| Annualized return | +22.4% | +12.6% | +14.7% | +10.7% |
| Volatility (annualized) | 12.9% | 15.9% | 15.8% | 14.9% |
| Sharpe ratio | 1.30 | 0.60 | 0.81 | — |
| Sortino ratio | 2.64 | 0.96 | 1.26 | — |
| Best month | +10.4% | +10.4% | +13.2% | +13.2% |
| Worst month | −5.9% | −9.2% | −13.9% | −17.5% |
| Best 12 months | +38.0% | +38.0% | +62.7% | +62.7% |
| Worst 12 months | +7.2% | −19.5% | −19.5% | −43.1% |
| Positive months | 67% | 60% | 68% | 67% |
| Beta vs S&P 500 | 1.03 | 1.01 | 1.02 | — |
| Correlation with S&P 500 | 1.00 | 1.00 | 1.00 | — |
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.
ITOT rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 262 | −43.1% | +14.2% | +62.7% | 84% |
| 3-year (a year) | 238 | −15.3% | +11.8% | +25.9% | 89% |
| 5-year (a year) | 214 | −6.5% | +11.9% | +23.4% | 94% |
| 10-year (a year) | 154 | +6.4% | +12.2% | +16.8% | 100% |
Every holding period starting at a month-end since 2004. Returns for 3 years and longer are annualized.
ITOT performance overview
iShares Core S&P Total U.S. Stock Market ETF (ITOT) returned +13.9% over the past year and +14.8% a year over ten years, with distributions reinvested. Since its first recorded price in 2004 it has returned +10.6% a year, turning $10,000 into about $98,901. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −55.2%, from Oct 9, 2007 to Mar 9, 2009, and it took 3.0 years to get back to the old high. ITOT finished 18 of its 21 full calendar years with a gain; the best year was 2013 (+33.3%) and the worst 2008 (−36.5%). Volatility has been 14.9% a year.
Related: ITOT chart, ITOT holdings, ITOT dividends, ITOT valuation. See the ITOT overview for the latest quote and fund facts.
ITOT performance FAQ
What is the ITOT return over the past year?
ITOT returned +13.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 12.7%.
What is the average annual return of ITOT?
ITOT has returned +11.3% a year over 5 years, +14.8% a year over 10 years, +10.6% a year since January 23, 2004 (total return, distributions reinvested).
How much would $10,000 invested in ITOT be worth?
$10,000 invested in ITOT at its first recorded close on January 23, 2004 would be worth about $98,901 on October 23, 2026 with distributions reinvested.
What was the worst year for ITOT?
The worst calendar year was 2008, with a total return of −36.5%. The best was 2013 at +33.3%.
What is the biggest drawdown of ITOT?
The largest peak-to-trough decline was −55.2% between October 9, 2007 and March 9, 2009. It recovered to the old high on March 16, 2012, 3.0 years after the bottom.
How volatile is ITOT?
Over the past 3 years ITOT had an annualized volatility of 12.9% and a Sharpe ratio of 1.30 (excess return over 1–3 month T-bills per unit of risk).