Ishares S&P 500 (IVV)

At A Glance

You hold IVV in 0 portfolios

Price

439.98USD

0.00 0.00%

4:10pm EST

Category
US Diversified Equity
YTD Return (Cumulative)
 -7.76%
Classification
S&P 500 Index
3 Year Return (Annualized)
 26.03%
52 Week High
$482.07
52 Week Low
$369.65
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)
Total
Return
Consistent
Return
Capital
Preservation
Expense*Tax
Efficiency
Overview
Overall Rating
Peers with Rating
(out of 12594 funds)*
112 Funds
112 Funds
12302 Funds
63 Funds
112 Funds
3 Year Rating
Peers with Rating
(out of 12594 funds)*
112 Funds
112 Funds
12302 Funds
63 Funds
112 Funds
5 Year Rating
Peers with Rating
(out of 11116 funds)*
104 Funds
104 Funds
10847 Funds
56 Funds
104 Funds
10 Year Rating
Peers with Rating
(out of 7756 funds)*
88 Funds
88 Funds
7531 Funds
44 Funds
88 Funds

Lipper Leaders

About the ratings...

The Lipper Leader Rating System is a toolkit that helps guide you in selecting funds that suit your investment styles and goals.

The Lipper Leader Rating System uses your criteria to deliver a simple, clear description of a fund's success in meeting certain goals, such as preserving capital or building wealth through consistent, strong returns.

Lipper Leaders.com

Lipper Leaders Key

Weakest
Strongest

Lipper Leadersare the top 20% of their category.

The strength of a Lipper Rating is its use in conjunction with another.

Lipper Leaders - Lipper Ratings for Total Return reflect funds' historical total return performance relative to peers. Lipper Ratings for Consistent Return reflect funds' historical risk-adjusted returns relative to peers. Lipper Ratings for Preservation are relative, rather than absolute. Lipper Ratings for Tax Efficiency reflect funds' expense minimization relative to peers. Lipper Ratings DO NOT take into account the effects of sales charges. Overall Lipper Ratings are based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable).

Similar Funds & ETFs

2 Mutual Funds »

YTD Return
 31.6%
3Yr Return
 27.1%
5Yr Return
--

FITLX's YTD and 3 year Returns outperformed IVV

YTD Return
 29.9%
3Yr Return
 34.5%
5Yr Return
 26.6%

BIAWX's YTD, 3 year, and 5 year Returns outperformed IVV

1 ETF »

YTD Return
 31.3%
3Yr Return
 27.7%
5Yr Return
 19.4%

DSI's YTD, 3 year, and 5 year Returns outperformed IVV

View Overview Page For