Summary
IVV
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 21.71% 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: 16/07/2026

Current price: $754.42

Expense ratio: 0.03%

Assets under management
$888.1B
-0.26% daily change

Period performance

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

Adjusted return
--
--

Performance metrics

Period total return

0.32%

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

7.34%

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

9.18%

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

21.71%

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

36.26%

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

73.26%

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: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.081%

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
16/07/2026 $756.36 $758.05 $751.45 $754.42 3,956,000
15/07/2026 $757.76 $759.09 $753.75 $758.39 3,151,700
14/07/2026 $754.44 $756.74 $752.19 $755.12 4,372,600
13/07/2026 $755.99 $757.42 $751.54 $752.58 2,701,100
10/07/2026 $755.67 $758.94 $751.64 $758.11 4,651,500
09/07/2026 $750.84 $755.50 $749.08 $755.05 3,880,200
08/07/2026 $746.63 $749.77 $743.00 $749.06 4,502,000
07/07/2026 $753.74 $754.46 $748.76 $751.08 3,007,800
06/07/2026 $752.12 $755.91 $750.94 $754.76 3,958,700
02/07/2026 $750.90 $754.76 $743.50 $748.43 6,033,600