iShares S&P 500 Growth ETF (IVW) Performance
IVW total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +11.0% since Dec 31, 2025
- 1 year
- +12.8% total return
- 5 years
- +12.5% a year
- 10 years
- +17.4% a year
- Since first price
- +8.8% a year since 2000
IVW trailing returns vs SPY, QQQ, AGG
| Period | IVW 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 | +2.3% | +2.2% | +3.2% | +1.9% | −0.4% |
| 6 months | +7.0% | +6.8% | +7.8% | +8.4% | −1.5% |
| YTD | +11.0% | +10.7% | +12.3% | +15.1% | −1.0% |
| 1 year | +12.8% | +12.4% | +14.4% | +15.9% | −1.1% |
| 3 years | +104.4%+26.9%/yr | +101.4% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +80.3%+12.5%/yr | +74.5% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +397.9%+17.4%/yr | +353.2% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +874.2%+16.4%/yr | +718.3% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +996.2%+12.7%/yr | +757.7% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionMay 26, 2000 | +825.5%+8.8%/yr | +574.2% | — | — | — |
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: IVW vs SPY
From May 26, 2000: IVW grew to $92,553, SPY to $87,885.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IVW returns by calendar year
20 of 25 full years positive. Best 2024 (+35.8%), worst 2008 (−34.8%). 2026 is year to date.
IVW annual returns table
| Year | IVW | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +11.0% | −13.4% | +12.3% | +15.1% | −1.0% |
| 2025 | +21.9% | −22.2% | +17.7% | +20.8% | +7.2% |
| 2024 | +35.8% | −12.7% | +24.9% | +25.6% | +1.3% |
| 2023 | +29.8% | −9.2% | +26.2% | +54.9% | +5.7% |
| 2022 | −29.5% | −32.3% | −18.2% | −32.6% | −13.0% |
| 2021 | +31.8% | −8.7% | +28.7% | +27.4% | −1.8% |
| 2020 | +33.2% | −31.4% | +18.3% | +48.6% | +7.5% |
| 2019 | +30.8% | −6.4% | +31.2% | +39.0% | +8.5% |
| 2018 | −0.2% | −20.6% | −4.6% | −0.1% | +0.1% |
| 2017 | +27.2% | −2.2% | +21.7% | +32.7% | +3.6% |
| 2016 | +6.8% | −9.5% | +12.0% | +7.1% | +2.4% |
| 2015 | +5.4% | −11.5% | +1.2% | +9.4% | +0.5% |
| 2014 | +14.6% | −7.3% | +13.5% | +19.2% | +6.0% |
| 2013 | +32.5% | −6.0% | +32.3% | +36.6% | −2.0% |
| 2012 | +14.4% | −8.5% | +16.0% | +18.1% | +3.8% |
| 2011 | +4.4% | −16.5% | +1.9% | +3.4% | +7.7% |
| 2010 | +14.9% | −15.1% | +15.1% | +19.9% | +6.4% |
| 2009 | +31.1% | −22.2% | +26.4% | +54.7% | +3.0% |
| 2008 | −34.8% | −44.4% | −36.8% | −41.7% | +7.9% |
| 2007 | +8.8% | −8.7% | +5.1% | +19.0% | +6.6% |
| 2006 | +10.9% | −7.8% | +15.8% | +7.1% | +3.9% |
| 2005 | +4.0% | −6.5% | +4.8% | +1.6% | +2.3% |
| 2004 | +5.7% | −9.5% | +10.7% | +10.5% | +3.8% |
| 2003 | +25.3% | −11.7% | +28.2% | +49.7% | — |
| 2002 | −23.5% | −32.2% | −21.6% | −37.4% | — |
| 2001 | −12.5% | −30.7% | −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.
IVW largest drawdowns
Now 6.6% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jul 17, 2000 | −57.3% | Mar 9, 2009 | Feb 8, 2013 | 8.6 years | 12.6 years |
| Dec 27, 2021 | −32.7% | Oct 14, 2022 | Mar 1, 2024 | 10 months | 2.2 years |
| Feb 19, 2020 | −31.4% | Mar 23, 2020 | Jun 10, 2020 | 33 days | 4 months |
| Feb 19, 2025 | −22.2% | Apr 8, 2025 | Jun 24, 2025 | 48 days | 4 months |
| Oct 1, 2018 | −20.6% | Dec 24, 2018 | Apr 23, 2019 | 3 months | 7 months |
| Oct 29, 2025 | −13.7% | Mar 30, 2026 | Apr 15, 2026 | 5 months | 6 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
IVW risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2000 |
|---|---|---|---|---|
| Annualized return | +28.3% | +14.7% | +17.8% | +8.8% |
| Volatility (annualized) | 16.1% | 19.2% | 17.4% | 16.1% |
| Sharpe ratio | 1.37 | 0.63 | 0.90 | — |
| Sortino ratio | 2.94 | 1.00 | 1.47 | — |
| Best month | +14.8% | +14.8% | +14.8% | +14.8% |
| Worst month | −8.1% | −12.6% | −12.6% | −16.5% |
| Best 12 months | +43.3% | +43.3% | +59.2% | +59.2% |
| Worst 12 months | +10.5% | −29.5% | −29.5% | −38.0% |
| Positive months | 67% | 62% | 68% | 61% |
| Beta vs S&P 500 | 1.22 | 1.16 | 1.08 | — |
| Correlation with S&P 500 | 0.94 | 0.95 | 0.95 | — |
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.
IVW rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 306 | −38.0% | +13.1% | +59.2% | 80% |
| 3-year (a year) | 282 | −17.1% | +12.0% | +31.9% | 84% |
| 5-year (a year) | 258 | −7.7% | +12.6% | +23.9% | 93% |
| 10-year (a year) | 198 | −4.0% | +12.3% | +19.0% | 96% |
Every holding period starting at a month-end since 2000. Returns for 3 years and longer are annualized.
IVW performance overview
iShares S&P 500 Growth ETF (IVW) returned +12.8% over the past year and +17.4% a year over ten years, with distributions reinvested. Since its first recorded price in 2000 it has returned +8.8% a year, turning $10,000 into about $92,553. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −57.3%, from Jul 17, 2000 to Mar 9, 2009, and it took 3.9 years to get back to the old high. IVW finished 20 of its 25 full calendar years with a gain; the best year was 2024 (+35.8%) and the worst 2008 (−34.8%). Volatility has been 16.1% a year.
Related: IVW chart, IVW holdings, IVW dividends, IVW valuation. See the IVW overview for the latest quote and fund facts.
IVW performance FAQ
What is the IVW return over the past year?
IVW returned +12.8% 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 IVW?
IVW has returned +12.5% a year over 5 years, +17.4% a year over 10 years, +8.8% a year since May 26, 2000 (total return, distributions reinvested).
How much would $10,000 invested in IVW be worth?
$10,000 invested in IVW at its first recorded close on May 26, 2000 would be worth about $92,553 on October 23, 2026 with distributions reinvested.
What was the worst year for IVW?
The worst calendar year was 2008, with a total return of −34.8%. The best was 2024 at +35.8%.
What is the biggest drawdown of IVW?
The largest peak-to-trough decline was −57.3% between July 17, 2000 and March 9, 2009. It recovered to the old high on February 8, 2013, 3.9 years after the bottom.
How volatile is IVW?
Over the past 3 years IVW had an annualized volatility of 16.1% and a Sharpe ratio of 1.37 (excess return over 1–3 month T-bills per unit of risk).