Seasonal Evaluation for iShares S&P 500 Value ETF (IVE)
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% | 80.00% |
| Median Return | 2.71% | 2.21% | 3.15% | 6.93% |
| Average Return | 4.46% | 2.93% | 3.67% | 7.31% |
| Maximum Gain | 12.87% | 18.18% | 17.93% | 14.55% |
| Gain Year | 2012 | 2009 | 2009 | 2020 |
| Maximum Loss | -25.34% | -11.59% | -16.25% | -23.69% |
| Loss Year | 2020 | 2010 | 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 | 75.00% | 70.00% | 70.00% | 75.00% |
| Median Return | 5.58% | 2.92% | 2.61% | 4.70% |
| Average Return | 5.81% | 3.28% | 3.62% | 5.30% |
| Maximum Gain | 14.55% | 18.18% | 18.18% | 17.93% |
| Gain Year | 2020 | 2009 | 2009 | 2009 |
| Maximum Loss | -25.34% | -16.25% | -25.34% | -23.69% |
| Loss Year | 2020 | 2011 | 2020 | 2008 |
| Based on the past 20 years (2006-2025) | ||||