iShares Core S&P U.S. Value ETF (IUSV) Performance
IUSV total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +13.6% since Dec 31, 2025
- 1 year
- +15.9% total return
- 5 years
- +11.2% a year
- 10 years
- +12.1% a year
- Since first price
- +8.5% a year since 2000
IUSV trailing returns vs SPY, QQQ, AGG
| Period | IUSV total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +2.7% | +2.7% | −1.0% | −5.0% | +0.9% |
| 3 months | +4.0% | +3.5% | +3.2% | +1.9% | −0.4% |
| 6 months | +8.4% | +7.5% | +7.8% | +8.4% | −1.5% |
| YTD | +13.6% | +12.2% | +12.3% | +15.1% | −1.0% |
| 1 year | +15.9% | +13.9% | +14.4% | +15.9% | −1.1% |
| 3 years | +67.8%+18.8%/yr | +58.4% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +70.2%+11.2%/yr | +54.1% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +214.7%+12.1%/yr | +153.3% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +491.7%+12.6%/yr | +325.4% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +423.0%+8.6%/yr | +233.4% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionAug 4, 2000 | +758.0%+8.5%/yr | +380.9% | — | — | — |
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: IUSV vs SPY
From Aug 4, 2000: IUSV grew to $85,805, SPY to $82,662.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IUSV returns by calendar year
17 of 25 full years positive. Best 2013 (+32.2%), worst 2008 (−36.0%). 2026 is year to date.
IUSV annual returns table
| Year | IUSV | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +13.6% | −6.4% | +12.3% | +15.1% | −1.0% |
| 2025 | +12.8% | −15.1% | +17.7% | +20.8% | +7.2% |
| 2024 | +12.2% | −7.6% | +24.9% | +25.6% | +1.3% |
| 2023 | +21.7% | −11.3% | +26.2% | +54.9% | +5.7% |
| 2022 | −5.4% | −18.0% | −18.2% | −32.6% | −13.0% |
| 2021 | +25.2% | −5.9% | +28.7% | +27.4% | −1.8% |
| 2020 | +1.6% | −37.5% | +18.3% | +48.6% | +7.5% |
| 2019 | +31.5% | −7.9% | +31.2% | +39.0% | +8.5% |
| 2018 | −9.2% | −19.0% | −4.6% | −0.1% | +0.1% |
| 2017 | +15.1% | −4.5% | +21.7% | +32.7% | +3.6% |
| 2016 | +18.5% | −9.8% | +12.0% | +7.1% | +2.4% |
| 2015 | −4.3% | −13.6% | +1.2% | +9.4% | +0.5% |
| 2014 | +12.8% | −7.7% | +13.5% | +19.2% | +6.0% |
| 2013 | +32.2% | −5.2% | +32.3% | +36.6% | −2.0% |
| 2012 | +17.4% | −10.1% | +16.0% | +18.1% | +3.8% |
| 2011 | −0.3% | −22.1% | +1.9% | +3.4% | +7.7% |
| 2010 | +15.8% | −16.9% | +15.1% | +19.9% | +6.4% |
| 2009 | +19.6% | −32.8% | +26.4% | +54.7% | +3.0% |
| 2008 | −36.0% | −48.0% | −36.8% | −41.7% | +7.9% |
| 2007 | −1.4% | −13.5% | +5.1% | +19.0% | +6.6% |
| 2006 | +21.9% | −7.7% | +15.8% | +7.1% | +3.9% |
| 2005 | +6.6% | −6.7% | +4.8% | +1.6% | +2.3% |
| 2004 | +16.7% | −7.8% | +10.7% | +10.5% | +3.8% |
| 2003 | +31.7% | −14.8% | +28.2% | +49.7% | — |
| 2002 | −16.1% | −32.1% | −21.6% | −37.4% | — |
| 2001 | −4.8% | −20.1% | −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.
IUSV largest drawdowns
Now 0.5% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jun 4, 2007 | −60.2% | Mar 9, 2009 | Jan 29, 2013 | 1.8 years | 5.7 years |
| Jan 17, 2020 | −37.5% | Mar 23, 2020 | Dec 31, 2020 | 2 months | 11 months |
| May 22, 2001 | −33.7% | Oct 9, 2002 | Dec 18, 2003 | 1.4 years | 2.6 years |
| Jan 26, 2018 | −19.0% | Dec 24, 2018 | Apr 23, 2019 | 11 months | 1.2 years |
| Apr 20, 2022 | −18.0% | Sep 30, 2022 | Feb 1, 2023 | 5 months | 9 months |
| Nov 29, 2024 | −17.8% | Apr 8, 2025 | Aug 22, 2025 | 4 months | 9 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
IUSV risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2000 |
|---|---|---|---|---|
| Annualized return | +16.1% | +11.4% | +11.5% | +8.3% |
| Volatility (annualized) | 11.9% | 14.7% | 15.6% | 15.2% |
| Sharpe ratio | 0.96 | 0.57 | 0.63 | — |
| Sortino ratio | 1.60 | 0.91 | 0.97 | — |
| Best month | +9.6% | +11.4% | +13.0% | +13.0% |
| Worst month | −6.9% | −8.5% | −16.0% | −17.5% |
| Best 12 months | +31.7% | +31.7% | +52.9% | +56.3% |
| Worst 12 months | +4.2% | −9.8% | −13.4% | −46.8% |
| Positive months | 75% | 65% | 66% | 65% |
| Beta vs S&P 500 | 0.78 | 0.84 | 0.93 | — |
| Correlation with S&P 500 | 0.82 | 0.89 | 0.92 | — |
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.
IUSV rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 303 | −46.8% | +12.4% | +56.3% | 77% |
| 3-year (a year) | 279 | −17.4% | +10.7% | +24.8% | 87% |
| 5-year (a year) | 255 | −6.8% | +10.3% | +23.0% | 85% |
| 10-year (a year) | 195 | +2.1% | +8.9% | +15.3% | 100% |
Every holding period starting at a month-end since 2000. Returns for 3 years and longer are annualized.
IUSV performance overview
iShares Core S&P U.S. Value ETF (IUSV) returned +15.9% over the past year and +12.1% a year over ten years, with distributions reinvested. Since its first recorded price in 2000 it has returned +8.5% a year, turning $10,000 into about $85,805. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −60.2%, from Jun 4, 2007 to Mar 9, 2009, and it took 3.9 years to get back to the old high. IUSV finished 17 of its 25 full calendar years with a gain; the best year was 2013 (+32.2%) and the worst 2008 (−36.0%). Volatility has been 15.2% a year.
Related: IUSV chart, IUSV holdings, IUSV dividends, IUSV valuation. See the IUSV overview for the latest quote and fund facts.
IUSV performance FAQ
What is the IUSV return over the past year?
IUSV returned +15.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 13.9%.
What is the average annual return of IUSV?
IUSV has returned +11.2% a year over 5 years, +12.1% a year over 10 years, +8.5% a year since August 4, 2000 (total return, distributions reinvested).
How much would $10,000 invested in IUSV be worth?
$10,000 invested in IUSV at its first recorded close on August 4, 2000 would be worth about $85,805 on October 23, 2026 with distributions reinvested.
What was the worst year for IUSV?
The worst calendar year was 2008, with a total return of −36.0%. The best was 2013 at +32.2%.
What is the biggest drawdown of IUSV?
The largest peak-to-trough decline was −60.2% between June 4, 2007 and March 9, 2009. It recovered to the old high on January 29, 2013, 3.9 years after the bottom.
How volatile is IUSV?
Over the past 3 years IUSV had an annualized volatility of 11.9% and a Sharpe ratio of 0.96 (excess return over 1–3 month T-bills per unit of risk).