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

Total Real Returns

XVV: Total Return Chart (with Dividends Reinvested)

XVV total return snapshot: XVV returned +18.35% over the past year and +8.14% YTD, with dividends reinvested. Since Sep. 24, 2020, XVV is up +144.64% in nominal total return, or +16.62%/yr, and is currently −1.98% below its total-return high on Jun. 2, 2026.

Data ending Mon Jul. 20, 2026

Growth of $10,000

Thu 2020-09-24💬 to Mon 2026-07-20 Overall
Return 		Exponential
Trendline
XVV × 		+144.64%
+16.62%/yr 		+13.66%/yr
R2=0.829
iShares ESG Screened S&P 500 ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2020-09-24💬 to Mon 2026-07-20 Start
Value 		End
Value
XVV × 		$10,000.00
2020-09-24 		$24,464.30
2026-07-20

This Year’s Performance

through 2026-07-20

  YTD YoY
XVV × 		+8.14% +18.35%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
XVV × 		−1.98%
on 2026-07-20
from 2026-06-02 peak 		−27.20%
on 2022-10-12
from 2021-12-29 peak

Rolling Returns

Period ending Mon 2026-07-20 1 yr 2 yr 3 yr 5 yr 10 yr
XVV × 		+18.35% +36.69%
+16.91%/yr 		+70.27%
+19.41%/yr 		+81.08%
+12.61%/yr 		—

Annual Returns

Year XVV
2026 (YTD) +8.14%
2025 +17.53%
2024 +25.87%
2023 +29.79%
2022 −21.46%
2021 +29.19%
2020 +16.13%