iShares Large Cap Deep Buffer ETF (IVVB) Performance
IVVB total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +6.8% since Dec 31, 2025
- 1 year
- +8.6% total return
- 3 years
- +14.2% a year
- Since first price
- +11.3% a year since 2023
IVVB trailing returns vs SPY, QQQ, AGG
| Period | IVVB total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.6% | −0.6% | −1.0% | −5.0% | +0.9% |
| 3 months | +2.6% | +2.6% | +3.2% | +1.9% | −0.4% |
| 6 months | +4.9% | +4.9% | +7.8% | +8.4% | −1.5% |
| YTD | +6.8% | +6.8% | +12.3% | +15.1% | −1.0% |
| 1 year | +8.6% | +7.3% | +14.4% | +15.9% | −1.1% |
| 3 years | +49.1%+14.2%/yr | +46.0% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionJun 30, 2023 | +42.5%+11.3%/yr | +39.6% | — | — | — |
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: IVVB vs SPY
From Jun 30, 2023: IVVB grew to $14,248, SPY to $17,840.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IVVB returns by calendar year
2 of 2 full years positive. Best 2024 (+18.7%), worst 2025 (+9.6%). 2026 is year to date.
IVVB annual returns table
| Year | IVVB | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +6.8% | −5.7% | +12.3% | +15.1% | −1.0% |
| 2025 | +9.6% | −13.1% | +17.7% | +20.8% | +7.2% |
| 2024 | +18.7% | −5.4% | +24.9% | +25.6% | +1.3% |
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.
IVVB largest drawdowns
Now 1.7% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 19, 2025 | −13.1% | Apr 8, 2025 | Jul 23, 2025 | 48 days | 5 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
IVVB risk statistics
| Statistic | 3 years | Since 2023 |
|---|---|---|
| Annualized return | +13.9% | +11.6% |
| Volatility (annualized) | 8.3% | 8.6% |
| Sharpe ratio | 1.09 | 0.81 |
| Sortino ratio | 1.87 | 1.28 |
| Best month | +6.3% | +6.3% |
| Worst month | −5.1% | −5.1% |
| Best 12 months | +24.9% | +24.9% |
| Worst 12 months | +7.0% | +7.0% |
| Positive months | 72% | 69% |
| Beta vs S&P 500 | 0.64 | — |
| Correlation with S&P 500 | 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.
IVVB rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 29 | +7.0% | +11.5% | +24.9% | 100% |
| 3-year (a year) | 5 | +11.2% | +12.1% | +14.3% | 100% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
IVVB performance overview
iShares Large Cap Deep Buffer ETF (IVVB) returned +8.6% over the past year, with distributions reinvested. Since its first recorded price in 2023 it has returned +11.3% a year, turning $10,000 into about $14,248. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −13.1%, from Feb 19, 2025 to Apr 8, 2025, and it took 3 months to get back to the old high. Volatility has been 8.6% a year.
Related: IVVB chart, IVVB dividends. See the IVVB overview for the latest quote and fund facts.
IVVB performance FAQ
What is the IVVB return over the past year?
IVVB returned +8.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 7.3%.
How much would $10,000 invested in IVVB be worth?
$10,000 invested in IVVB at its first recorded close on June 30, 2023 would be worth about $14,248 on October 23, 2026 with distributions reinvested.
What was the worst year for IVVB?
The worst calendar year was 2025, with a total return of +9.6%. The best was 2024 at +18.7%.
What is the biggest drawdown of IVVB?
The largest peak-to-trough decline was −13.1% between February 19, 2025 and April 8, 2025. It recovered to the old high on July 23, 2025, 3 months after the bottom.
How volatile is IVVB?
Over the past 3 years IVVB had an annualized volatility of 8.3% and a Sharpe ratio of 1.09 (excess return over 1–3 month T-bills per unit of risk).