Seasonal Evaluation for iShares Core S&P Total U.S. Stock Market ETF (ITOT)
The following tables show quarterly and semi-annual reports.
In the quarterly breakdown, the first through fourth quarters correspond to spring, summer, fall, and winter, respectively.
Detailed definitions for the semi-annual periods are provided in the table headers.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 70.00% | 70.00% | 70.00% | 85.00% |
| Median Return | 3.44% | 3.17% | 4.47% | 6.59% |
| Average Return | 4.68% | 4.42% | 4.61% | 5.44% |
| Maximum Gain | 13.88% | 21.87% | 15.86% | 14.68% |
| Gain Year | 2019 | 2020 | 2009 | 2020 |
| Maximum Loss | -20.90% | -16.75% | -14.60% | -21.98% |
| Loss Year | 2020 | 2022 | 2011 | 2008 |
| Based on the past 20 years (2006-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 77.50% | 70.00% | 70.00% | 77.50% |
| Median Return | 5.78% | 3.58% | 3.17% | 5.49% |
| Average Return | 5.08% | 4.51% | 4.55% | 5.05% |
| Maximum Gain | 14.68% | 21.87% | 21.87% | 15.86% |
| Gain Year | 2020 | 2020 | 2020 | 2009 |
| Maximum Loss | -21.98% | -16.75% | -20.90% | -21.98% |
| Loss Year | 2008 | 2022 | 2020 | 2008 |
| Based on the past 20 years (2006-2025) | ||||