All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

TOPT: Total Return Chart (with Dividends Reinvested)

TOPT total return snapshot: TOPT returned +20.79% over the past year and +6.33% YTD, with dividends reinvested. Since Oct. 24, 2024, TOPT is up +34.41% in nominal total return, or +19.03%/yr, and is currently −3.62% below its total-return high on May 14, 2026.

Data ending Mon Jul. 6, 2026

Thu 2024-10-24💬 to Mon 2026-07-06 YTD
Return
1 Year
Return
TOPT
×
+6.33%
2026-07-06
+20.79%
2026-07-06
iShares Top 20 U.S. Stocks ETF Exchange-Traded Fund

Returns

Thu 2024-10-24💬 to Mon 2026-07-06 Overall
Return
Exponential
Trendline
TOPT
×
+34.41%
+19.03%/yr
+20.96%/yr
(R2=0.740)
iShares Top 20 U.S. Stocks ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-10-24💬 to Mon 2026-07-06 Start
Value
End
Value
TOPT
×
$10,000.00
2024-10-24
$13,440.95
2026-07-06
iShares Top 20 U.S. Stocks ETF Exchange-Traded Fund

Annual Returns

Year TOPT
2026 (YTD) +6.33%
2025 +20.35%
2024 +5.03%

Drawdowns

Thu 2024-10-24💬 to Mon 2026-07-06 Current
Drawdown
Worst
Drawdown
TOPT
×
−3.62%
from 2026-05-14 peak
−21.21%
2025-04-08
from 2024-12-24 peak
iShares Top 20 U.S. Stocks ETF Exchange-Traded Fund

Rolling Returns

Period ending Mon 2026-07-06 1
Year
2
Years
3
Years
5
Years
10
Years
TOPT
×
+20.79%
iShares Top 20 U.S. Stocks ETF Exchange-Traded Fund