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 +17.42% over the past year and +6.75% YTD, with dividends reinvested. Since Sep. 24, 2020, XVV is up +93.92% in real purchasing-power return, or +12.09%/yr, and is currently at its real total-return high.

Data ending Wed Jul. 15, 2026

Thu 2020-09-24šŸ’¬ to Wed 2026-07-15 YTD
Return 		1 Year
Return
XVV × 		+6.75%
2026-07-15 		+17.42%
2026-07-15
iShares ESG Screened S&P 500 ETF Exchange-Traded Fund

Returns

Thu 2020-09-24šŸ’¬ to Wed 2026-07-15 Overall
Return 		Exponential
Trendline
XVV × 		+93.92%
+12.09%/yr 		+8.98%/yr
(R2=0.629)
iShares ESG Screened S&P 500 ETF Exchange-Traded Fund

Growth of $10,000

Thu 2020-09-24šŸ’¬ to Wed 2026-07-15 Start
Value 		End
Value
XVV × 		$10,000.00
2020-09-24 		$19,391.97
2026-07-15
iShares ESG Screened S&P 500 ETF Exchange-Traded Fund

Annual Returns

Year XVV
2026 (YTD) +6.75%
2025 +14.47%
2024 +22.34%
2023 +25.58%
2022 āˆ’26.23%
2021 +20.70%
2020 +16.02%

Drawdowns

Thu 2020-09-24šŸ’¬ to Wed 2026-07-15 Current
Drawdown 		Worst
Drawdown
XVV × 		— āˆ’31.74%
2022-10-12
from 2021-12-29 peak
iShares ESG Screened S&P 500 ETF Exchange-Traded Fund

Rolling Returns

Period ending Wed 2026-07-15 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
XVV × 		+17.42% +27.77%
+13.04%/yr 		+59.29%
+16.79%/yr 		+49.25%
+8.34%/yr 		—
iShares ESG Screened S&P 500 ETF Exchange-Traded Fund