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Performance
Performance Chart
The chart shows the growth of an initial investment of CA$10,000 in iShares Core S&P U.S. Total Market Index ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
XUU.TO
(iShares Core S&P U.S. Total Market Index ETF)
Benchmark (^GSPC)
Returns By Period
iShares Core S&P U.S. Total Market Index ETF had a return of 20.66% year-to-date (YTD) and 27.72% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 20.66% | 18.10% |
| 1 month | 0.86% | 1.42% |
| 6 months | 9.72% | 9.39% |
| 1 year | 27.72% | 26.58% |
| 5 years (annualized) | 14.76% | 13.42% |
| 10 years (annualized) | N/A | 10.88% |
Monthly Returns
The table below presents the monthly returns of XUU.TO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.49% | 6.49% | 3.00% | -2.79% | 3.59% | 3.54% | 2.62% | -0.21% | 20.66% | ||||
| 2023 | 4.62% | 0.44% | 1.75% | 1.31% | 0.41% | 4.36% | 3.02% | 0.67% | -4.21% | -0.76% | 7.15% | 2.66% | 23.11% |
| 2022 | -5.42% | -2.75% | 2.13% | -6.56% | -1.61% | -6.41% | 8.33% | -1.92% | -4.13% | 6.75% | 3.84% | -5.26% | -13.53% |
| 2021 | 0.50% | 2.36% | 2.74% | 2.77% | -1.40% | 5.05% | 2.56% | 3.96% | -4.07% | 4.17% | 2.13% | 3.19% | 26.32% |
| 2020 | 1.64% | -6.95% | -9.82% | 12.03% | 3.98% | 0.71% | 4.06% | 4.15% | -1.84% | -2.04% | 9.26% | 2.05% | 16.26% |
| 2019 | 4.64% | 3.33% | 2.94% | 4.29% | -5.74% | 3.55% | 2.32% | -1.10% | 1.17% | 1.44% | 5.15% | 0.05% | 23.78% |
| 2018 | 2.97% | 0.49% | -1.63% | -0.04% | 3.92% | 1.95% | 2.34% | 3.66% | -0.92% | -5.44% | 2.95% | -7.16% | 2.43% |
| 2017 | -1.33% | 5.78% | 0.09% | 3.87% | -0.24% | -3.21% | -2.10% | 0.08% | 2.50% | 5.68% | 3.20% | -1.71% | 12.80% |
| 2016 | -5.55% | -2.77% | 2.67% | -2.83% | 6.38% | -1.34% | 5.00% | 0.78% | 0.04% | -0.14% | 4.98% | 1.99% | 8.83% |
| 2015 | 1.09% | -0.28% | -3.84% | 4.66% | -1.60% | 6.19% | -5.27% | -3.28% | 7.63% | 3.02% | 1.89% | 9.73% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of XUU.TO is 90, placing it in the top 10% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
XUU.TO
(iShares Core S&P U.S. Total Market Index ETF)
Sharpe Ratio Rank
Sortino Ratio Rank
Omega Ratio Rank
Calmar Ratio Rank
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Core S&P U.S. Total Market Index ETF (XUU.TO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
XUU.TO
Sharpe ratio
Sortino ratio
Omega ratio
Calmar ratio
Martin ratio
^GSPC
Sharpe ratio
Sortino ratio
Omega ratio
Calmar ratio
Martin ratio
Sharpe Ratio
The current iShares Core S&P U.S. Total Market Index ETF Sharpe ratio is 2.31. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.
Use the chart below to compare the Sharpe ratio of iShares Core S&P U.S. Total Market Index ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.
XUU.TO
(iShares Core S&P U.S. Total Market Index ETF)
Benchmark (^GSPC)
Dividends
Dividend History
iShares Core S&P U.S. Total Market Index ETF granted a 1.02% dividend yield in the last twelve months. The annual payout for that period amounted to CA$0.58 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | CA$0.58 | CA$0.57 | CA$0.54 | CA$0.46 | CA$0.48 | CA$0.53 | CA$0.45 | CA$0.39 | CA$0.39 | CA$0.33 |
Dividend yield | 1.02% | 1.22% | 1.38% | 1.01% | 1.33% | 1.68% | 1.74% | 1.49% | 1.65% | 1.53% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Core S&P U.S. Total Market Index ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | CA$0.00 | CA$0.00 | CA$0.13 | CA$0.00 | CA$0.00 | CA$0.13 | CA$0.00 | CA$0.00 | CA$0.00 | CA$0.26 | |||
| 2023 | CA$0.00 | CA$0.00 | CA$0.15 | CA$0.00 | CA$0.00 | CA$0.11 | CA$0.00 | CA$0.00 | CA$0.14 | CA$0.00 | CA$0.00 | CA$0.17 | CA$0.57 |
| 2022 | CA$0.00 | CA$0.00 | CA$0.13 | CA$0.00 | CA$0.00 | CA$0.10 | CA$0.00 | CA$0.00 | CA$0.10 | CA$0.00 | CA$0.00 | CA$0.21 | CA$0.54 |
| 2021 | CA$0.00 | CA$0.00 | CA$0.11 | CA$0.00 | CA$0.00 | CA$0.09 | CA$0.00 | CA$0.00 | CA$0.09 | CA$0.00 | CA$0.00 | CA$0.17 | CA$0.46 |
| 2020 | CA$0.00 | CA$0.00 | CA$0.12 | CA$0.00 | CA$0.00 | CA$0.10 | CA$0.00 | CA$0.00 | CA$0.10 | CA$0.00 | CA$0.00 | CA$0.16 | CA$0.48 |
| 2019 | CA$0.00 | CA$0.00 | CA$0.12 | CA$0.00 | CA$0.00 | CA$0.12 | CA$0.00 | CA$0.00 | CA$0.14 | CA$0.00 | CA$0.00 | CA$0.16 | CA$0.53 |
| 2018 | CA$0.00 | CA$0.00 | CA$0.09 | CA$0.00 | CA$0.00 | CA$0.10 | CA$0.00 | CA$0.00 | CA$0.10 | CA$0.00 | CA$0.00 | CA$0.16 | CA$0.45 |
| 2017 | CA$0.00 | CA$0.00 | CA$0.09 | CA$0.00 | CA$0.00 | CA$0.09 | CA$0.00 | CA$0.00 | CA$0.08 | CA$0.00 | CA$0.00 | CA$0.13 | CA$0.39 |
| 2016 | CA$0.00 | CA$0.00 | CA$0.07 | CA$0.00 | CA$0.00 | CA$0.08 | CA$0.00 | CA$0.00 | CA$0.11 | CA$0.00 | CA$0.00 | CA$0.13 | CA$0.39 |
| 2015 | CA$0.05 | CA$0.00 | CA$0.00 | CA$0.09 | CA$0.00 | CA$0.00 | CA$0.08 | CA$0.00 | CA$0.00 | CA$0.11 | CA$0.33 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
XUU.TO
(iShares Core S&P U.S. Total Market Index ETF)
Benchmark (^GSPC)
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Core S&P U.S. Total Market Index ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares Core S&P U.S. Total Market Index ETF was 28.22%, occurring on Mar 23, 2020. Recovery took 96 trading sessions.
The current iShares Core S&P U.S. Total Market Index ETF drawdown is 1.17%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.22% | Feb 20, 2020 | 23 | Mar 23, 2020 | 96 | Aug 10, 2020 | 119 |
| -23.17% | Dec 30, 2021 | 117 | Jun 16, 2022 | 281 | Aug 1, 2023 | 398 |
| -16.67% | Sep 5, 2018 | 78 | Dec 24, 2018 | 68 | Apr 3, 2019 | 146 |
| -13% | Dec 18, 2015 | 37 | Feb 11, 2016 | 114 | Aug 5, 2016 | 151 |
| -9.75% | Aug 6, 2015 | 13 | Aug 25, 2015 | 45 | Nov 6, 2015 | 58 |
Volatility
Volatility Chart
The current iShares Core S&P U.S. Total Market Index ETF volatility is 3.43%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
XUU.TO
(iShares Core S&P U.S. Total Market Index ETF)
Benchmark (^GSPC)
