Seasonal Evaluation for iShares Core S&P U.S. Growth ETF (IUSG)
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 | 75.00% | 80.00% | 75.00% | 80.00% |
| Median Return | 3.34% | 4.32% | 3.72% | 6.47% |
| Average Return | 4.17% | 3.79% | 4.70% | 6.31% |
| Maximum Gain | 14.84% | 26.24% | 13.79% | 13.09% |
| Gain Year | 2019 | 2020 | 2009 | 2021 |
| Maximum Loss | -15.31% | -20.64% | -13.90% | -23.19% |
| 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% | 77.50% | 77.50% | 77.50% |
| Median Return | 5.03% | 4.03% | 4.18% | 5.17% |
| Average Return | 5.16% | 4.21% | 3.97% | 5.47% |
| Maximum Gain | 14.84% | 26.24% | 26.24% | 13.79% |
| Gain Year | 2019 | 2020 | 2020 | 2009 |
| Maximum Loss | -23.19% | -20.64% | -20.64% | -23.19% |
| Loss Year | 2008 | 2022 | 2022 | 2008 |
| Based on the past 20 years (2006-2025) | ||||