All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
XVV real return snapshot: after CPI-U inflation, XVV returned +15.40% over the past year and +4.35% YTD, with dividends reinvested. Since Sep. 24, 2020, XVV is up +89.56% in real purchasing-power return, or +11.74%/yr, and is currently −2.16% below its real total-return high on Jun. 2, 2026.
Data ending Tue Jun. 30, 2026
| Thu 2020-09-24💬 to Tue 2026-06-30 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| XVV × |
+4.35%
2026-06-30 |
+15.40%
2026-06-30 |
||||
| iShares ESG Screened S&P 500 ETF Exchange-Traded Fund | ||||||
| Thu 2020-09-24💬 to Tue 2026-06-30 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| XVV × |
+89.56%
+11.74%/yr |
+8.89%/yr
(R2=0.621) |
||||
| iShares ESG Screened S&P 500 ETF Exchange-Traded Fund | ||||||
| Thu 2020-09-24💬 to Tue 2026-06-30 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| XVV × |
$10,000.00
2020-09-24 |
$18,956.18
2026-06-30 |
||||
| iShares ESG Screened S&P 500 ETF Exchange-Traded Fund | ||||||
| Year | XVV |
|---|---|
| 2026 (YTD) | +4.35% |
| 2025 | +14.47% |
| 2024 | +22.34% |
| 2023 | +25.58% |
| 2022 | −26.23% |
| 2021 | +20.70% |
| 2020 | +16.02% |
| Thu 2020-09-24💬 to Tue 2026-06-30 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| XVV × |
−2.16%
from 2026-06-02 peak |
−31.74%
2022-10-12 from 2021-12-29 peak |
||||
| iShares ESG Screened S&P 500 ETF Exchange-Traded Fund | ||||||
| Period ending Tue 2026-06-30 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| XVV × | +15.40% |
+28.87% +13.52%/yr |
+57.65% +16.38%/yr |
+47.88% +8.14%/yr |
— | |
| iShares ESG Screened S&P 500 ETF Exchange-Traded Fund | ||||||
