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 +30.10% over the past year and +7.76% YTD, with dividends reinvested. Since Oct. 24, 2024, TOPT is up +36.21% in nominal total return, or +21.81%/yr, and is currently −2.32% below its total-return high on May 14, 2026.

Thu 2024-10-24? to Tue 2026-05-19 YTD
Return
1 Year
Return
TOPT
×
+7.76%
2026-05-19
+30.10%
2026-05-19
iShares Top 20 U.S. Stocks ETF Exchange-Traded Fund

Returns

Thu 2024-10-24? to Tue 2026-05-19 Overall
Return
Exponential
Trendline
TOPT
×
+36.21%
+21.81%/yr
+20.48%/yr
(R2=0.690)
iShares Top 20 U.S. Stocks ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-10-24? to Tue 2026-05-19 Start
Value
End
Value
TOPT
×
$10,000.00
2024-10-24
$13,621.04
2026-05-19
iShares Top 20 U.S. Stocks ETF Exchange-Traded Fund

Annual Returns

Year TOPT
2026 (YTD) +7.76%
2025 +20.35%
2024 +5.03%

Drawdowns

Thu 2024-10-24? to Tue 2026-05-19 Current
Drawdown
Worst
Drawdown
TOPT
×
−2.32%
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 Tue 2026-05-19 1
Year
2
Years
3
Years
5
Years
10
Years
TOPT
×
+30.10%
iShares Top 20 U.S. Stocks ETF Exchange-Traded Fund