Seasonal Evaluation for iShares Core S&P US Value ETF (IUSV)
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% | 65.00% | 70.00% | 80.00% |
| Median Return | 3.48% | 2.34% | 4.06% | 7.01% |
| Average Return | 3.99% | 4.10% | 4.76% | 8.24% |
| Maximum Gain | 13.02% | 17.11% | 21.29% | 15.31% |
| Gain Year | 2013 | 2009 | 2009 | 2020 |
| Maximum Loss | -26.06% | -11.47% | -14.75% | -20.84% |
| 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% | 67.50% | 70.00% | 75.00% |
| Median Return | 6.35% | 3.00% | 3.04% | 5.88% |
| Average Return | 5.80% | 4.43% | 4.04% | 6.38% |
| Maximum Gain | 15.31% | 21.29% | 17.11% | 21.29% |
| Gain Year | 2020 | 2009 | 2009 | 2009 |
| Maximum Loss | -26.06% | -14.75% | -26.06% | -20.84% |
| Loss Year | 2020 | 2011 | 2020 | 2008 |
| Based on the past 20 years (2006-2025) | ||||