All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
IUSV real return snapshot: after CPI-U inflation, IUSV returned +14.44% over the past year and +9.23% YTD, with dividends reinvested. Since Aug. 4, 2000, IUSV is up +339.95% in real purchasing-power return, or +5.85%/yr, and is currently −0.70% below its real total-return high on Aug. 19, 2026.
Data ending Thu Aug. 27, 2026
| Fri 2000-08-04💬 to Thu 2026-08-27 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| IUSV × |
+339.95%
+5.85%/yr |
+6.11%/yr
R2=0.876 |
||||
| iShares Core S&P U.S. Value ETF NASDAQ Exchange-Traded Fund | ||||||
| Fri 2000-08-04💬 to Thu 2026-08-27 |
Start
Value |
End
Value |
|---|---|---|
| IUSV × |
$10,000.00
2000-08-04 |
$43,995.00
2026-08-27 |
| YTD | YoY | |
|---|---|---|
| IUSV × | +9.23% | +14.44% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| IUSV × |
−0.70%
on 2026-08-27 from 2026-08-19 peak |
−61.00%
on 2009-03-09 from 2007-06-04 peak |
| Period ending Thu 2026-08-27 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| IUSV × | +14.44% |
+19.48% +9.31%/yr |
+44.48% +13.05%/yr |
+40.06% +6.97%/yr |
+122.37% +8.32%/yr |
| Year | IUSV |
|---|---|
| 2026 (YTD) | +9.23% |
| 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 | +16.39% |
| 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% |
