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)

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 Jan 21, 2022)

Cumulative Performance
Fund or Index1 Day1 Week4 Weeks13 WeeksYTD1 Year
IVV 1.89% 5.67% 6.86% 2.91% 7.67% 15.72%

Lipper S&P 500 Fund IX

 1.90% 5.68% 6.90% 2.99% 7.69% 15.47%
Percentile Rank
IVV vs. Category
281467139
Annualized Performance
3 Year5 Year10 YearSince Inception
IVV 20.07% 16.20% 15.04% 7.23%
May 15, 2000

Lipper S&P 500 Fund IX

 19.80% 15.93% 14.79%--
Percentile Rank
IVV vs. Category
988--

Quarter-To-Quarter

IVV
vs.
Equity Funds

Lipper Leaders Rating Overall

Total
Return
Consistent
Return
Capital
Preservation
ExpenseTax
Efficiency
Overview
Overall Rating
Peers with Rating*
112 Funds
112 Funds
12302 Funds
63 Funds
112 Funds

IVV Performance

1 Year
(Cumulative)
Category Range
SEC Performance
as of Dec 31, 2021
 28.66%
After Tax
Pre-Liquidation
as of Dec 31, 2021
 28.26%
After Tax
Post-Liquidation
as of Dec 31, 2021
 17.21%

Distributions

1 YR Dividend Income / Share(by US Dollar)

IVV returned $5.73 in dividend income over the past year which was  Above the median for the US Diversified Equity and is in the 82nd percentile of funds in this category.
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