iShares Core S&P U.S. Growth ETF (IUSG) Performance
IUSG total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +11.2% since Dec 31, 2025
- 1 year
- +13.0% total return
- 5 years
- +12.3% a year
- 10 years
- +17.2% a year
- Since first price
- +8.1% a year since 2000
IUSG trailing returns vs SPY, QQQ, AGG
| Period | IUSG total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −4.0% | −4.0% | −1.0% | −5.0% | +0.9% |
| 3 months | +1.9% | +1.8% | +3.2% | +1.9% | −0.4% |
| 6 months | +6.6% | +6.3% | +7.8% | +8.4% | −1.5% |
| YTD | +11.2% | +10.8% | +12.3% | +15.1% | −1.0% |
| 1 year | +13.0% | +12.4% | +14.4% | +15.9% | −1.1% |
| 3 years | +102.3%+26.5%/yr | +98.5% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +78.6%+12.3%/yr | +71.7% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +390.7%+17.2%/yr | +342.6% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +846.0%+16.2%/yr | +695.4% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +970.3%+12.6%/yr | +747.6% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionJul 28, 2000 | +665.3%+8.1%/yr | +478.3% | — | — | — |
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: IUSG vs SPY
From Jul 28, 2000: IUSG grew to $76,527, SPY to $85,152.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IUSG returns by calendar year
20 of 25 full years positive. Best 2009 (+36.8%), worst 2008 (−38.6%). 2026 is year to date.
IUSG annual returns table
| Year | IUSG | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +11.2% | −13.0% | +12.3% | +15.1% | −1.0% |
| 2025 | +21.2% | −22.3% | +17.7% | +20.8% | +7.2% |
| 2024 | +34.7% | −12.5% | +24.9% | +25.6% | +1.3% |
| 2023 | +29.3% | −9.3% | +26.2% | +54.9% | +5.7% |
| 2022 | −28.8% | −31.8% | −18.2% | −32.6% | −13.0% |
| 2021 | +31.3% | −8.6% | +28.7% | +27.4% | −1.8% |
| 2020 | +32.6% | −32.3% | +18.3% | +48.6% | +7.5% |
| 2019 | +30.6% | −6.4% | +31.2% | +39.0% | +8.5% |
| 2018 | −0.8% | −20.7% | −4.6% | −0.1% | +0.1% |
| 2017 | +27.0% | −2.2% | +21.7% | +32.7% | +3.6% |
| 2016 | +7.4% | −10.2% | +12.0% | +7.1% | +2.4% |
| 2015 | +5.0% | −11.8% | +1.2% | +9.4% | +0.5% |
| 2014 | +12.4% | −7.3% | +13.5% | +19.2% | +6.0% |
| 2013 | +34.0% | −5.9% | +32.3% | +36.6% | −2.0% |
| 2012 | +15.0% | −9.9% | +16.0% | +18.1% | +3.8% |
| 2011 | +1.9% | −19.2% | +1.9% | +3.4% | +7.7% |
| 2010 | +17.4% | −15.5% | +15.1% | +19.9% | +6.4% |
| 2009 | +36.8% | −21.8% | +26.4% | +54.7% | +3.0% |
| 2008 | −38.6% | −47.9% | −36.8% | −41.7% | +7.9% |
| 2007 | +11.2% | −9.1% | +5.1% | +19.0% | +6.6% |
| 2006 | +9.3% | −10.0% | +15.8% | +7.1% | +3.9% |
| 2005 | +5.1% | −6.9% | +4.8% | +1.6% | +2.3% |
| 2004 | +6.4% | −12.0% | +10.7% | +10.5% | +3.8% |
| 2003 | +30.6% | −12.1% | +28.2% | +49.7% | — |
| 2002 | −28.0% | −37.0% | −21.6% | −37.4% | — |
| 2001 | −20.7% | −41.1% | −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.
IUSG largest drawdowns
Now 6.6% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Sep 1, 2000 | −63.3% | Mar 9, 2009 | Aug 1, 2013 | 8.5 years | 12.9 years |
| Feb 19, 2020 | −32.3% | Mar 23, 2020 | Jul 6, 2020 | 33 days | 5 months |
| Dec 27, 2021 | −32.2% | Oct 14, 2022 | Mar 1, 2024 | 10 months | 2.2 years |
| Jan 23, 2025 | −22.3% | Apr 8, 2025 | Jun 24, 2025 | 2 months | 5 months |
| Oct 1, 2018 | −20.7% | Dec 24, 2018 | Apr 23, 2019 | 3 months | 7 months |
| Jul 20, 2015 | −14.8% | Feb 11, 2016 | Jul 11, 2016 | 7 months | 12 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
IUSG risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2000 |
|---|---|---|---|---|
| Annualized return | +27.7% | +14.5% | +17.6% | +8.2% |
| Volatility (annualized) | 15.9% | 19.0% | 17.3% | 17.4% |
| Sharpe ratio | 1.35 | 0.63 | 0.90 | — |
| Sortino ratio | 2.87 | 0.99 | 1.45 | — |
| Best month | +14.5% | +14.5% | +14.5% | +14.5% |
| Worst month | −8.2% | −12.3% | −12.3% | −17.5% |
| Best 12 months | +42.8% | +42.8% | +60.6% | +60.6% |
| Worst 12 months | +9.1% | −28.8% | −28.8% | −46.0% |
| Positive months | 67% | 62% | 68% | 60% |
| Beta vs S&P 500 | 1.21 | 1.16 | 1.08 | — |
| Correlation with S&P 500 | 0.95 | 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.
IUSG rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 304 | −46.0% | +13.9% | +60.6% | 79% |
| 3-year (a year) | 280 | −20.7% | +12.1% | +31.5% | 84% |
| 5-year (a year) | 256 | −9.9% | +12.5% | +24.0% | 91% |
| 10-year (a year) | 196 | −5.2% | +12.0% | +18.8% | 96% |
Every holding period starting at a month-end since 2000. Returns for 3 years and longer are annualized.
IUSG performance overview
iShares Core S&P U.S. Growth ETF (IUSG) returned +13.0% over the past year and +17.2% a year over ten years, with distributions reinvested. Since its first recorded price in 2000 it has returned +8.1% a year, turning $10,000 into about $76,527. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −63.3%, from Sep 1, 2000 to Mar 9, 2009, and it took 4.4 years to get back to the old high. IUSG finished 20 of its 25 full calendar years with a gain; the best year was 2009 (+36.8%) and the worst 2008 (−38.6%). Volatility has been 17.4% a year.
Related: IUSG chart, IUSG holdings, IUSG dividends, IUSG valuation. See the IUSG overview for the latest quote and fund facts.
IUSG performance FAQ
What is the IUSG return over the past year?
IUSG returned +13.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 12.4%.
What is the average annual return of IUSG?
IUSG has returned +12.3% a year over 5 years, +17.2% a year over 10 years, +8.1% a year since July 28, 2000 (total return, distributions reinvested).
How much would $10,000 invested in IUSG be worth?
$10,000 invested in IUSG at its first recorded close on July 28, 2000 would be worth about $76,527 on October 23, 2026 with distributions reinvested.
What was the worst year for IUSG?
The worst calendar year was 2008, with a total return of −38.6%. The best was 2009 at +36.8%.
What is the biggest drawdown of IUSG?
The largest peak-to-trough decline was −63.3% between September 1, 2000 and March 9, 2009. It recovered to the old high on August 1, 2013, 4.4 years after the bottom.
How volatile is IUSG?
Over the past 3 years IUSG had an annualized volatility of 15.9% and a Sharpe ratio of 1.35 (excess return over 1–3 month T-bills per unit of risk).