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

Total Real Returns

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

SHV real return snapshot: after CPI-U inflation, SHV returned −0.30% over the past year and −1.31% YTD, with dividends reinvested. Since Jan. 11, 2007, SHV is down −17.88% in real purchasing-power return, or −0.99%/yr, and is currently −20.86% below its real total-return high on Dec. 31, 2008.

Data ending Fri Oct. 16, 2026

Growth of $10,000

Thu 2007-01-11💬 to Fri 2026-10-16 Overall
Return 		Exponential
Trendline
SHV × 		−17.88%
−0.99%/yr 		−1.32%/yr
R2=0.904
iShares 0–1 Year Treasury Bond ETF NYSE Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2007-01-11💬 to Fri 2026-10-16 Start
Value 		End
Value
SHV × 		$10,000.00
2007-01-11 		$8,211.65
2026-10-16

This Year’s Performance

through 2026-10-16

  YTD YoY
SHV × 		−1.31% −0.30%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SHV × 		−20.86%
on 2026-10-16
from 2008-12-31 peak 		−24.78%
on 2022-10-31
from 2008-12-31 peak

Rolling Returns

Period ending Fri 2026-10-16 1 yr 2 yr 3 yr 5 yr 10 yr
SHV × 		−0.30% +1.09%
+0.54%/yr 		+3.91%
+1.29%/yr 		−2.59%
−0.52%/yr 		−9.74%
−1.02%/yr

Annual Returns

Year SHV
2026 (YTD) −1.31%
2025 +1.50%
2024 +2.18%
2023 +1.64%
2022 −5.20%
2021 −6.67%
2020 −0.55%
2019 +0.07%
2018 −0.18%
2017 −1.41%
2016 −1.63%
2015 −0.72%
2014 −0.75%
2013 −1.48%
2012 −1.67%
2011 −2.82%
2010 −1.35%
2009 −2.49%
2008 +2.75%
2007 +0.99%