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 +26.51% over the past year and +6.85% YTD, with dividends reinvested. Since Oct. 24, 2024, TOPT is up +35.06% in nominal total return, or +20.08%/yr, and is currently −3.15% below its total-return high on May 14, 2026.

Data ending Tue Jun. 16, 2026

Thu 2024-10-24💬 to Tue 2026-06-16 YTD
Return
1 Year
Return
TOPT
×
+6.85%
2026-06-16
+26.51%
2026-06-16
iShares Top 20 U.S. Stocks ETF NYSE Exchange-Traded Fund

Returns

Thu 2024-10-24💬 to Tue 2026-06-16 Overall
Return
Exponential
Trendline
TOPT
×
+35.06%
+20.08%/yr
+21.12%/yr
(R2=0.726)
iShares Top 20 U.S. Stocks ETF NYSE Exchange-Traded Fund

Growth of $10,000

Thu 2024-10-24💬 to Tue 2026-06-16 Start
Value
End
Value
TOPT
×
$10,000.00
2024-10-24
$13,505.84
2026-06-16
iShares Top 20 U.S. Stocks ETF NYSE Exchange-Traded Fund

Annual Returns

Year TOPT
2026 (YTD) +6.85%
2025 +20.35%
2024 +5.03%

Drawdowns

Thu 2024-10-24💬 to Tue 2026-06-16 Current
Drawdown
Worst
Drawdown
TOPT
×
−3.15%
from 2026-05-14 peak
−21.21%
2025-04-08
from 2024-12-24 peak
iShares Top 20 U.S. Stocks ETF NYSE Exchange-Traded Fund

Rolling Returns

Period ending Tue 2026-06-16 1
Year
2
Years
3
Years
5
Years
10
Years
TOPT
×
+26.51%
iShares Top 20 U.S. Stocks ETF NYSE Exchange-Traded Fund