All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

IUSV: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

IUSV real return snapshot: after CPI-U inflation, IUSV returned +11.08% over the past year and +9.28% YTD, with dividends reinvested. Since Aug. 4, 2000, IUSV is up +340.17% in real purchasing-power return, or +5.81%/yr, and is currently −0.62% below its real total-return high on Aug. 19, 2026.

Data ending Mon Oct. 26, 2026

Growth of $10,000

Fri 2000-08-04💬 to Mon 2026-10-26 Overall
Return 		Exponential
Trendline
IUSV × 		+340.17%
+5.81%/yr 		+6.13%/yr
R2=0.878
iShares Core S&P U.S. Value ETF NASDAQ Exchange-Traded Fund

Growth of $10,000 Summary

Fri 2000-08-04💬 to Mon 2026-10-26 Start
Value 		End
Value
IUSV × 		$10,000.00
2000-08-04 		$44,017.47
2026-10-26

This Year’s Performance

through 2026-10-26

  YTD YoY
IUSV × 		+9.28% +11.08%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
IUSV × 		−0.62%
on 2026-10-26
from 2026-08-19 peak 		−61.00%
on 2009-03-09
from 2007-06-04 peak

Rolling Returns

Period ending Mon 2026-10-26 1 yr 2 yr 3 yr 5 yr 10 yr
IUSV × 		+11.08% +17.63%
+8.46%/yr 		+54.74%
+15.66%/yr 		+39.27%
+6.85%/yr 		+125.77%
+8.48%/yr

Annual Returns

Year IUSV
2026 (YTD) +9.28%
2025 +9.91%
2024 +9.04%
2023 +17.78%
2022 −11.14%
2021 +16.99%
2020 +0.19%
2019 +28.54%
2018 −10.91%
2017 +12.69%
2016 +16.07%
2015 −5.02%
2014 +11.91%
2013 +30.23%
2012 +15.37%
2011 −3.16%
2010 +14.09%
2009 +16.38%
2008 −36.09%
2007 −5.27%
2006 +18.90%
2005 +3.06%
2004 +13.03%
2003 +29.29%
2002 −18.02%
2001 −6.27%
2000 +6.92%