Seasonal Evaluation for iShares Core S&P 500 ETF (IVV)
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% | 75.00% | 75.00% | 80.00% |
| Median Return | 3.21% | 3.22% | 4.16% | 6.75% |
| Average Return | 4.47% | 3.29% | 4.39% | 7.01% |
| Maximum Gain | 13.55% | 20.34% | 15.36% | 12.20% |
| Gain Year | 2019 | 2020 | 2009 | 2020 |
| Maximum Loss | -19.56% | -16.16% | -13.68% | -22.10% |
| 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 | 75.00% | 75.00% | 72.50% | 77.50% |
| Median Return | 5.61% | 3.63% | 3.22% | 5.43% |
| Average Return | 5.68% | 3.80% | 3.81% | 5.59% |
| Maximum Gain | 13.55% | 20.34% | 20.34% | 15.36% |
| Gain Year | 2019 | 2020 | 2020 | 2009 |
| Maximum Loss | -22.10% | -16.16% | -19.56% | -22.10% |
| Loss Year | 2008 | 2022 | 2020 | 2008 |
| Based on the past 20 years (2006-2025) | ||||