ITOT: iShares Core S&P Total U.S. Stock Market ETF returns, drawdowns and risk
Funds that hold the whole US market or its large and mid companies, from a few hundred to several thousand stocks.
Data updated October 2026
ITOT · US exchange · USDCategory: Total US stock market ETFsData from October 2006
From October 2006 to October 2026 ITOT returned 10.2% a year on average with dividends reinvested, in US dollars: $10,000 invested at the start grew to $70,372.
Its deepest fall was 55.9%, from October 2007 to March 2009, and it took about 59 months to get back to the previous high. Annual volatility was 19.5%; at the last close it was 2.1% below its high.
Against SPY (SPDR S&P 500 ETF Trust), over the 240 months both have data, the correlation of monthly returns was 1.00: they moved almost in lockstep. Beta was 1.02. In months when SPY rose, ITOT moved 100% as much on average; in months when SPY fell, 104% as much.
Key figures
- Annual return (CAGR)
- +10.2%
- 1-year return
- +15.7%
- 5 years, a year
- +11.5%
- 10 years, a year
- +14.8%
- Annual volatility
- 19.5%
- Maximum drawdown
- −55.9%
- Sharpe ratio
- 0.52
- Worst year
- 2008: −37.3%
Trailing returns
| Period | ITOT | SPY |
|---|---|---|
| 1 year | +15.7% | +16.6% |
| 3 years, a year | +22.6% | +23.1% |
| 5 years, a year | +11.5% | +12.7% |
| 10 years, a year | +14.8% | +15.4% |
To the last close of October 2026. Periods longer than a year are annualised.
Growth of $10,000: ITOT vs SPY
Month-end values from November 2006, the first month both funds have data.
ITOT drawdowns
Percentage below the previous high, weekly.
Returns by calendar year
| Year | ITOT | SPY |
|---|---|---|
| 2026(partial) | +12.7% | +13.3% |
| 2025 | +17.0% | +17.7% |
| 2024 | +23.8% | +24.9% |
| 2023 | +26.1% | +26.2% |
| 2022 | −19.5% | −18.2% |
| 2021 | +25.7% | +28.7% |
| 2020 | +20.7% | +18.3% |
| 2019 | +30.7% | +31.2% |
| 2018 | −5.3% | −4.6% |
| 2017 | +21.4% | +21.7% |
| 2016 | +12.1% | +12.0% |
| 2015 | −0.1% | +1.2% |
| 2014 | +12.2% | +13.5% |
| 2013 | +31.8% | +32.3% |
| 2012 | +14.7% | +16.0% |
| 2011 | +0.8% | +1.9% |
| 2010 | +15.2% | +15.1% |
| 2009 | +25.2% | +26.4% |
| 2008 | −37.3% | −36.8% |
| 2007 | +3.9% | +5.1% |
| 2006(partial) | +3.5% | — |
ITOT compared
How the figures are calculated
Total return in the fund’s trading currency, from end-of-day prices with dividends reinvested on the ex-date. The fund’s own ongoing charges are already reflected in its price; trading costs, taxes and currency conversion are not included. Past returns do not predict future returns.
Sharpe ratio uses the return of short-term government bills in the same currency as the risk-free rate. The growth chart uses month-end values; drawdowns and volatility use daily closes.
Questions
What is the average annual return of ITOT?
From October 2006 to October 2026 ITOT returned 10.2% a year on average (CAGR) with dividends reinvested, in USD. Over the last 5 years: +11.5% a year. Over the last 12 months: +15.7%.
What was the worst drawdown of ITOT?
55.9%, from October 2007 to March 2009; it took about 59 months from the previous high to get back to it.
How volatile is ITOT?
Annual volatility was 19.5% over the period. Its worst month was −17.5% and 67% of months were positive. Worst calendar year: 2008 (−37.3%).
How closely does ITOT follow SPY?
Over 240 months the correlation of monthly returns was 1.00, so they moved almost in lockstep, with a beta of 1.02.
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Source: MarketStack end-of-day prices, total return with dividends reinvested. Figures are historical and descriptive; they are not forecasts and not investment advice. MEDGE Capital does not recommend buying or selling any instrument. Risk disclaimer.