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 +25.24% over the past year and +4.65% YTD, with dividends reinvested. Since Oct. 24, 2024, TOPT is up +28.83% in real purchasing-power return, or +17.55%/yr, and is currently −2.37% below its real total-return high on May 14, 2026.

Thu 2024-10-24? to Tue 2026-05-19 YTD
Return
1 Year
Return
TOPT
×
+4.65%
2026-05-19
+25.24%
2026-05-19
iShares Top 20 U.S. Stocks ETF Exchange-Traded Fund

Returns

Thu 2024-10-24? to Tue 2026-05-19 Overall
Return
Exponential
Trendline
TOPT
×
+28.83%
+17.55%/yr
+16.87%/yr
(R2=0.599)
iShares Top 20 U.S. Stocks ETF Exchange-Traded Fund

Growth of $10,000

Thu 2024-10-24? to Tue 2026-05-19 Start
Value
End
Value
TOPT
×
$10,000.00
2024-10-24
$12,882.51
2026-05-19
iShares Top 20 U.S. Stocks ETF Exchange-Traded Fund

Annual Returns

Year TOPT
2026 (YTD) +4.65%
2025 +17.21%
2024 +5.02%

Drawdowns

Thu 2024-10-24? to Tue 2026-05-19 Current
Drawdown
Worst
Drawdown
TOPT
×
−2.37%
from 2026-05-14 peak
−22.32%
2025-04-08
from 2024-12-24 peak
iShares Top 20 U.S. Stocks ETF Exchange-Traded Fund

Rolling Returns

Period ending Tue 2026-05-19 1
Year
2
Years
3
Years
5
Years
10
Years
TOPT
×
+25.24%
iShares Top 20 U.S. Stocks ETF Exchange-Traded Fund