Summary
IVV
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 29.71% Volatility 18.21% Sharpe 0.75
Official loaded data — not a live quote.

ISHARES CORE S&P 500 ETF

Symbol: IVV

Exchange: NYSE

Sector: Technology

Category: Large Blend

Inception date: 15/05/2000

Latest date: 02/06/2026

Current price: $763.06

Expense ratio: 0.03%

Assets under management
$797.5B
0.32% 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

5.78%

Ann. -37.28% (Sharpe / Sortino numerator)

Volatility

17.83%

Sharpe ratio

-2.294

VaR 95%

-1.70%

CVaR 95%: -1.75%
Max drawdown: -7.51%
Sortino ratio: -4.143
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

10.97%

Ann. -15.17% (Sharpe / Sortino numerator)

Volatility

14.21%

Sharpe ratio

-1.324

VaR 95%

-1.55%

CVaR 95%: -1.78%
Max drawdown: -9.13%
Sortino ratio: -1.972
Calmar ratio: -1.66

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

12.12%

Ann. -3.33% (Sharpe / Sortino numerator)

Volatility

13.41%

Sharpe ratio

-0.519

VaR 95%

-1.55%

CVaR 95%: -1.86%
Max drawdown: -9.13%
Sortino ratio: -0.713
Calmar ratio: -0.36

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

29.71%

Ann. 17.38% (Sharpe / Sortino numerator)

Volatility

18.21%

Sharpe ratio

0.755

VaR 95%

-1.55%

CVaR 95%: -2.62%
Max drawdown: -9.13%
Sortino ratio: 0.936
Calmar ratio: 1.90

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

47.27%

Ann. 13.78% (Sharpe / Sortino numerator)

Volatility

16.18%

Sharpe ratio

0.627

VaR 95%

-1.60%

CVaR 95%: -2.37%
Max drawdown: -18.75%
Sortino ratio: 0.789
Calmar ratio: 0.73

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

84.43%

Ann. 18.61% (Sharpe / Sortino numerator)

Volatility

14.77%

Sharpe ratio

1.014

VaR 95%

-1.42%

CVaR 95%: -2.10%
Max drawdown: -18.75%
Sortino ratio: 1.326
Calmar ratio: 0.99

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: 02/06/2025 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.106%

Best day

2.879%

31/03/2026
Worst day

-2.716%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $760.59 $764.00 $760.36 $763.06 3,507,100
01/06/2026 $758.99 $763.93 $758.35 $762.02 5,879,600
29/05/2026 $759.47 $761.65 $758.29 $760.05 10,822,600
28/05/2026 $753.77 $758.72 $752.77 $758.17 22,775,800
27/05/2026 $754.41 $754.88 $751.78 $754.17 5,323,800
26/05/2026 $753.59 $755.68 $751.88 $754.03 3,354,600
22/05/2026 $749.59 $752.50 $747.95 $749.14 2,497,800
21/05/2026 $742.08 $748.30 $740.62 $746.18 5,419,600
20/05/2026 $739.07 $745.28 $737.32 $744.79 3,864,200
19/05/2026 $738.23 $741.06 $734.97 $737.19 4,362,400