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

Total Real Returns

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

TOPT real return snapshot: after CPI-U inflation, TOPT returned +21.30% over the past year and +2.34% YTD, with dividends reinvested. Since Oct. 24, 2024, TOPT is up +25.99% in real purchasing-power return, or +15.29%/yr, and is currently −4.53% below its real total-return high on May 14, 2026.

Thu 2024-10-24💬 to Tue 2026-06-09 YTD
Return
1 Year
Return
TOPT
×
+2.34%
2026-06-09
+21.30%
2026-06-09
iShares Top 20 U.S. Stocks ETF NYSE Exchange-Traded Fund

Returns

Thu 2024-10-24💬 to Tue 2026-06-09 Overall
Return
Exponential
Trendline
TOPT
×
+25.99%
+15.29%/yr
+17.34%/yr
(R2=0.632)
iShares Top 20 U.S. Stocks ETF NYSE Exchange-Traded Fund

Growth of $10,000

Thu 2024-10-24💬 to Tue 2026-06-09 Start
Value
End
Value
TOPT
×
$10,000.00
2024-10-24
$12,598.59
2026-06-09
iShares Top 20 U.S. Stocks ETF NYSE Exchange-Traded Fund

Annual Returns

Year TOPT
2026 (YTD) +2.34%
2025 +17.21%
2024 +5.02%

Drawdowns

Thu 2024-10-24💬 to Tue 2026-06-09 Current
Drawdown
Worst
Drawdown
TOPT
×
−4.53%
from 2026-05-14 peak
−22.32%
2025-04-08
from 2024-12-24 peak
iShares Top 20 U.S. Stocks ETF NYSE Exchange-Traded Fund

Rolling Returns

Period ending Tue 2026-06-09 1
Year
2
Years
3
Years
5
Years
10
Years
TOPT
×
+21.30%
iShares Top 20 U.S. Stocks ETF NYSE Exchange-Traded Fund