Summary
ITOT
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 28.13% Volatility 18.57% Sharpe 0.75
Official loaded data — not a live quote.

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

Symbol: ITOT

Exchange: NYSE

Sector: Technology

Category: Large Blend

Inception date: 20/01/2004

Latest date: 03/06/2026

Current price: $165.05

Expense ratio: 0.03%

Assets under management
$88.9B
-0.61% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

5.01%

Ann. -37.39% (Sharpe / Sortino numerator)

Volatility

18.38%

Sharpe ratio

-2.232

VaR 95%

-1.71%

CVaR 95%: -1.73%
Max drawdown: -7.52%
Sortino ratio: -4.101
Calmar ratio: -4.97

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

11.15%

Ann. -14.11% (Sharpe / Sortino numerator)

Volatility

14.62%

Sharpe ratio

-1.214

VaR 95%

-1.60%

CVaR 95%: -1.77%
Max drawdown: -9.10%
Sortino ratio: -1.843
Calmar ratio: -1.55

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

11.12%

Ann. -3.08% (Sharpe / Sortino numerator)

Volatility

13.86%

Sharpe ratio

-0.485

VaR 95%

-1.60%

CVaR 95%: -1.89%
Max drawdown: -9.10%
Sortino ratio: -0.680
Calmar ratio: -0.34

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

28.13%

Ann. 17.63% (Sharpe / Sortino numerator)

Volatility

18.57%

Sharpe ratio

0.754

VaR 95%

-1.65%

CVaR 95%: -2.67%
Max drawdown: -9.10%
Sortino ratio: 0.945
Calmar ratio: 1.94

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

45.93%

Ann. 13.49% (Sharpe / Sortino numerator)

Volatility

16.59%

Sharpe ratio

0.594

VaR 95%

-1.65%

CVaR 95%: -2.43%
Max drawdown: -19.44%
Sortino ratio: 0.752
Calmar ratio: 0.69

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

82.04%

Ann. 18.16% (Sharpe / Sortino numerator)

Volatility

15.18%

Sharpe ratio

0.957

VaR 95%

-1.50%

CVaR 95%: -2.17%
Max drawdown: -19.44%
Sortino ratio: 1.264
Calmar ratio: 0.93

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 03/06/2025 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.102%

Best day

2.979%

31/03/2026
Worst day

-2.732%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $166.07 $166.09 $164.94 $165.05 1,490,700
02/06/2026 $165.64 $166.43 $165.57 $166.26 1,495,800
01/06/2026 $165.10 $166.31 $165.00 $165.84 2,782,300
29/05/2026 $165.37 $165.75 $164.97 $165.48 3,549,700
28/05/2026 $164.02 $165.20 $163.80 $165.04 1,889,300
27/05/2026 $164.17 $164.36 $163.64 $164.05 1,528,000
26/05/2026 $163.96 $164.44 $163.64 $164.12 1,383,000
22/05/2026 $163.02 $163.61 $162.64 $162.93 1,247,900
21/05/2026 $161.10 $162.56 $160.88 $162.15 2,163,100
20/05/2026 $160.38 $161.83 $160.00 $161.72 1,784,100