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 +11.57% over the past year and +9.39% YTD, with dividends reinvested. Since Sep. 24, 2020, XVV is up +98.72% in real purchasing-power return, or +12.04%/yr, and is currently −0.65% below its real total-return high on Aug. 13, 2026.

Data ending Fri Oct. 9, 2026

Growth of $10,000

Thu 2020-09-24💬 to Fri 2026-10-09 Overall
Return 		Exponential
Trendline
XVV × 		+98.72%
+12.04%/yr 		+9.46%/yr
R2=0.671
iShares ESG Screened S&P 500 ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2020-09-24💬 to Fri 2026-10-09 Start
Value 		End
Value
XVV × 		$10,000.00
2020-09-24 		$19,871.95
2026-10-09

This Year’s Performance

through 2026-10-09

  YTD YoY
XVV × 		+9.39% +11.57%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
XVV × 		−0.65%
on 2026-10-09
from 2026-08-13 peak 		−31.74%
on 2022-10-12
from 2021-12-29 peak

Rolling Returns

Period ending Fri 2026-10-09 1 yr 2 yr 3 yr 5 yr 10 yr
XVV × 		+11.57% +27.74%
+13.02%/yr 		+70.78%
+19.53%/yr 		+53.04%
+8.88%/yr 		—

Annual Returns

Year XVV
2026 (YTD) +9.39%
2025 +14.47%
2024 +22.34%
2023 +25.58%
2022 −26.23%
2021 +20.70%
2020 +16.02%