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

Total Real Returns

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

XVV real return snapshot: after CPI-U inflation, XVV returned +6.43% over the past year and +5.77% YTD, with dividends reinvested. Since Sep. 24, 2020, XVV is up +92.14% in real purchasing-power return, or +11.31%/yr, and is currently −3.94% below its real total-return high on Aug. 13, 2026.

Data ending Fri Oct. 30, 2026

Growth of $10,000

Thu 2020-09-24💬 to Fri 2026-10-30 Overall
Return 		Exponential
Trendline
XVV × 		+92.14%
+11.31%/yr 		+9.54%/yr
R2=0.680
iShares ESG Screened S&P 500 ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2020-09-24💬 to Fri 2026-10-30 Start
Value 		End
Value
XVV × 		$10,000.00
2020-09-24 		$19,214.11
2026-10-30

This Year’s Performance

through 2026-10-30

  YTD YoY
XVV × 		+5.77% +6.43%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
XVV × 		−3.94%
on 2026-10-30
from 2026-08-13 peak 		−31.74%
on 2022-10-12
from 2021-12-29 peak

Rolling Returns

Period ending Fri 2026-10-30 1 yr 2 yr 3 yr 5 yr 10 yr
XVV × 		+6.43% +22.96%
+10.89%/yr 		+71.68%
+19.74%/yr 		+41.27%
+7.15%/yr 		—

Annual Returns

Year XVV
2026 (YTD) +5.77%
2025 +14.47%
2024 +22.34%
2023 +25.58%
2022 −26.23%
2021 +20.70%
2020 +16.02%