NYSEArca - Nasdaq Real Time Price USD

iShares S&P 500 Value ETF (IVE)

181.44 +0.94 (+0.52%)
As of 2:38 PM EDT. Market Open.

Performance Overview: IVE

Trailing returns as of 6/14/2024. Category is Large Value.

YTD Return

IVE
4.76%
Category
7.66%

1-Year Return

IVE
16.10%
Category
22.47%

3-Year Return

IVE
8.71%
Category
6.25%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
IVE
Category
YTD
6.41%
7.66%
1-Month
2.96%
3.08%
3-Month
2.99%
3.90%
1-Year
23.81%
22.47%
3-Year
9.21%
6.25%
5-Year
13.60%
11.40%
10-Year
10.01%
8.72%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
IVE
Category
2023
22.09%
11.63%
2022
-5.40%
-5.90%
2021
24.72%
26.22%
2020
1.21%
2.91%
2019
31.63%
25.04%
2018
-9.19%
-8.53%
2017
15.25%
15.94%
2016
17.31%
14.81%

2015
-3.29%
-4.05%
2014
12.17%
10.21%
2013
31.61%
31.21%
2012
17.56%
14.57%
2011
-0.71%
-0.75%
2010
14.93%
13.66%
2009
20.88%
24.13%
2008
-38.94%
-37.09%
2007
1.64%
1.42%
2006
20.44%
18.15%
2005
5.59%
5.95%
2004
15.89%
12.97%
2003
30.98%
28.44%
2002
-20.82%
-18.69%
2001
-11.46%
-4.99%

ETF Summary

The index measures the performance of the large-capitalization value sector of the U.S. equity market. The fund generally will invest at least 80% of its assets in the component securities of its index and in investments that have economic characteristics that are substantially identical to the component securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.

ETF Overview

Category Large Value
Fund Family iShares
Net Assets 32.9B
YTD Daily Total Return 4.76%
Yield 1.64%
Legal Type Exchange Traded Fund

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