iShares S&P 500 Value ETF (IVE) Performance
IVE total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +13.6% since Dec 31, 2025
- 1 year
- +15.9% total return
- 5 years
- +11.3% a year
- 10 years
- +12.1% a year
- Since first price
- +7.7% a year since 2000
IVE trailing returns vs SPY, QQQ, AGG
| Period | IVE 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 | +4.3% | +3.8% | +3.2% | +1.9% | −0.4% |
| 6 months | +8.7% | +7.8% | +7.8% | +8.4% | −1.5% |
| YTD | +13.6% | +12.3% | +12.3% | +15.1% | −1.0% |
| 1 year | +15.9% | +14.1% | +14.4% | +15.9% | −1.1% |
| 3 years | +67.5%+18.8%/yr | +58.8% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +70.7%+11.3%/yr | +55.5% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +214.0%+12.1%/yr | +154.0% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +482.9%+12.5%/yr | +319.4% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +408.3%+8.5%/yr | +221.4% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionMay 26, 2000 | +613.9%+7.7%/yr | +301.5% | — | — | — |
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: IVE vs SPY
From May 26, 2000: IVE grew to $71,391, SPY to $87,885.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IVE returns by calendar year
18 of 25 full years positive. Best 2013 (+31.6%), worst 2008 (−38.8%). 2026 is year to date.
IVE annual returns table
| Year | IVE | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +13.6% | −6.2% | +12.3% | +15.1% | −1.0% |
| 2025 | +13.0% | −14.9% | +17.7% | +20.8% | +7.2% |
| 2024 | +12.0% | −7.6% | +24.9% | +25.6% | +1.3% |
| 2023 | +22.1% | −11.0% | +26.2% | +54.9% | +5.7% |
| 2022 | −5.4% | −18.0% | −18.2% | −32.6% | −13.0% |
| 2021 | +24.7% | −5.8% | +28.7% | +27.4% | −1.8% |
| 2020 | +1.2% | −37.0% | +18.3% | +48.6% | +7.5% |
| 2019 | +31.6% | −7.6% | +31.2% | +39.0% | +8.5% |
| 2018 | −9.2% | −19.3% | −4.6% | −0.1% | +0.1% |
| 2017 | +15.2% | −4.4% | +21.7% | +32.7% | +3.6% |
| 2016 | +17.3% | −8.8% | +12.0% | +7.1% | +2.4% |
| 2015 | −3.3% | −13.8% | +1.2% | +9.4% | +0.5% |
| 2014 | +12.2% | −7.2% | +13.5% | +19.2% | +6.0% |
| 2013 | +31.6% | −5.1% | +32.3% | +36.6% | −2.0% |
| 2012 | +17.6% | −11.4% | +16.0% | +18.1% | +3.8% |
| 2011 | −0.7% | −22.1% | +1.9% | +3.4% | +7.7% |
| 2010 | +14.9% | −16.3% | +15.1% | +19.9% | +6.4% |
| 2009 | +20.9% | −32.8% | +26.4% | +54.7% | +3.0% |
| 2008 | −38.8% | −49.5% | −36.8% | −41.7% | +7.9% |
| 2007 | +1.5% | −12.1% | +5.1% | +19.0% | +6.6% |
| 2006 | +20.6% | −7.8% | +15.8% | +7.1% | +3.9% |
| 2005 | +5.6% | −7.5% | +4.8% | +1.6% | +2.3% |
| 2004 | +15.6% | −8.1% | +10.7% | +10.5% | +3.8% |
| 2003 | +31.5% | −16.2% | +28.2% | +49.7% | — |
| 2002 | −20.8% | −35.5% | −21.6% | −37.4% | — |
| 2001 | −11.5% | −27.5% | −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.
IVE largest drawdowns
Now 0.6% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Oct 9, 2007 | −61.3% | Mar 9, 2009 | Mar 7, 2013 | 1.4 years | 5.4 years |
| Feb 1, 2001 | −44.2% | Oct 9, 2002 | Dec 14, 2004 | 1.7 years | 3.9 years |
| Feb 12, 2020 | −37.0% | Mar 23, 2020 | Jan 6, 2021 | 40 days | 11 months |
| Jan 26, 2018 | −19.3% | Dec 24, 2018 | May 3, 2019 | 11 months | 1.3 years |
| Apr 20, 2022 | −18.0% | Sep 30, 2022 | Feb 1, 2023 | 5 months | 9 months |
| Nov 29, 2024 | −17.6% | 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.
IVE risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2000 |
|---|---|---|---|---|
| Annualized return | +16.1% | +11.5% | +11.5% | +7.5% |
| Volatility (annualized) | 11.7% | 14.6% | 15.3% | 15.5% |
| Sharpe ratio | 0.97 | 0.58 | 0.64 | — |
| Sortino ratio | 1.62 | 0.92 | 0.98 | — |
| Best month | +9.6% | +11.5% | +12.9% | +12.9% |
| Worst month | −6.9% | −8.5% | −15.3% | −17.0% |
| Best 12 months | +31.4% | +31.4% | +50.3% | +59.2% |
| Worst 12 months | +4.1% | −9.8% | −12.3% | −49.3% |
| Positive months | 75% | 65% | 66% | 64% |
| Beta vs S&P 500 | 0.77 | 0.83 | 0.92 | — |
| 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.
IVE rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 306 | −49.3% | +12.2% | +59.2% | 77% |
| 3-year (a year) | 282 | −18.1% | +10.4% | +25.5% | 83% |
| 5-year (a year) | 258 | −7.7% | +9.7% | +22.8% | 85% |
| 10-year (a year) | 198 | −0.0% | +8.6% | +15.2% | 99% |
Every holding period starting at a month-end since 2000. Returns for 3 years and longer are annualized.
IVE performance overview
iShares S&P 500 Value ETF (IVE) 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 +7.7% a year, turning $10,000 into about $71,391. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −61.3%, from Oct 9, 2007 to Mar 9, 2009, and it took 4.0 years to get back to the old high. IVE finished 18 of its 25 full calendar years with a gain; the best year was 2013 (+31.6%) and the worst 2008 (−38.8%). Volatility has been 15.5% a year.
Related: IVE chart, IVE holdings, IVE dividends, IVE valuation. See the IVE overview for the latest quote and fund facts.
IVE performance FAQ
What is the IVE return over the past year?
IVE returned +15.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 14.1%.
What is the average annual return of IVE?
IVE has returned +11.3% a year over 5 years, +12.1% a year over 10 years, +7.7% a year since May 26, 2000 (total return, distributions reinvested).
How much would $10,000 invested in IVE be worth?
$10,000 invested in IVE at its first recorded close on May 26, 2000 would be worth about $71,391 on October 23, 2026 with distributions reinvested.
What was the worst year for IVE?
The worst calendar year was 2008, with a total return of −38.8%. The best was 2013 at +31.6%.
What is the biggest drawdown of IVE?
The largest peak-to-trough decline was −61.3% between October 9, 2007 and March 9, 2009. It recovered to the old high on March 7, 2013, 4.0 years after the bottom.
How volatile is IVE?
Over the past 3 years IVE had an annualized volatility of 11.7% and a Sharpe ratio of 0.97 (excess return over 1–3 month T-bills per unit of risk).