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 +14.20% over the past year and +4.73% YTD, with dividends reinvested. Since Sep. 24, 2020, XVV is up +90.25% in real purchasing-power return, or +11.69%/yr, and is currently −1.89% below its real total-return high on Jul. 15, 2026.

Data ending Mon Jul. 20, 2026

Growth of $10,000

Thu 2020-09-24💬 to Mon 2026-07-20 Overall
Return 		Exponential
Trendline
XVV × 		+90.25%
+11.69%/yr 		+9.01%/yr
R2=0.631
iShares ESG Screened S&P 500 ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2020-09-24💬 to Mon 2026-07-20 Start
Value 		End
Value
XVV × 		$10,000.00
2020-09-24 		$19,025.38
2026-07-20

This Year’s Performance

through 2026-07-20

  YTD YoY
XVV × 		+4.73% +14.20%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
XVV × 		−1.89%
on 2026-07-20
from 2026-07-15 peak 		−31.74%
on 2022-10-12
from 2021-12-29 peak

Rolling Returns

Period ending Mon 2026-07-20 1 yr 2 yr 3 yr 5 yr 10 yr
XVV × 		+14.20% +28.44%
+13.33%/yr 		+55.46%
+15.84%/yr 		+47.50%
+8.08%/yr 		—

Annual Returns

Year XVV
2026 (YTD) +4.73%
2025 +14.47%
2024 +22.34%
2023 +25.58%
2022 −26.23%
2021 +20.70%
2020 +16.02%