At A Glance
You hold IVV in 0 portfolios
iShares Core S&P 500 ETF (IVV)
Price
429.25USD
6.95 +1.65%
4:10pm EDT
Category
US Diversified EquityYTD Return (Cumulative)
-10.01%Classification
S&P 500 Index3 Year Return (Annualized)
13.33%52 Week High
$482.0752 Week Low
$364.03Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)
Growth of $10,000 over 10 years »
The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.
Total Return Performance (as of Aug 11, 2022)
| Cumulative Performance | ||||||
|---|---|---|---|---|---|---|
| Fund or Index | 1 Day | 1 Week | 4 Weeks | 13 Weeks | YTD | 1 Year |
| IVV | 0.04% | 1.38% | 11.11% | 7.49% | 10.91% | 4.00% |
Lipper S&P 500 Fund IX | 0.05% | 1.38% | 11.11% | 7.47% | 11.04% | 4.22% |
Percentile Rank IVV vs. Category | 10 | 38 | 12 | 9 | 9 | 7 |
| Annualized Performance | ||||
|---|---|---|---|---|
| 3 Year | 5 Year | 10 Year | Since Inception | |
| IVV | 14.79% | 13.47% | 13.74% | 6.87% May 15, 2000 |
Lipper S&P 500 Fund IX | 14.52% | 13.21% | 13.48% | -- |
Percentile Rank IVV vs. Category | 11 | 10 | 6 | -- |
Lipper Leaders Rating Overall
| Total Return | Consistent Return | Capital Preservation | Expense | Tax Efficiency | Overview | |
|---|---|---|---|---|---|---|
| Overall Rating Peers with Rating* | 112 Funds | 112 Funds | 12360 Funds | 64 Funds | 112 Funds |
IVV Performance
| 1 Year (Cumulative) | Category Range | |
|---|---|---|
| SEC Performance as of Jul 31, 2022 | 4.67% | |
| After Tax Pre-Liquidation as of Jul 31, 2022 | 4.67% | |
| After Tax Post-Liquidation as of Jul 31, 2022 | 4.67% |
Distributions
1 YR Dividend Income / Share(by US Dollar)
IVV returned $5.96 in dividend income over the past year which was Above the median for the US Diversified Equity and is in the 84th percentile of funds in this category.
