Seasonal Evaluation for iShares S&P 500 Growth ETF (IVW)
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% | 80.00% | 75.00% | 80.00% |
| Median Return | 2.32% | 4.43% | 4.31% | 6.53% |
| Average Return | 4.22% | 4.74% | 5.11% | 5.83% |
| Maximum Gain | 14.79% | 26.01% | 13.43% | 13.33% |
| Gain Year | 2019 | 2020 | 2009 | 2021 |
| Maximum Loss | -14.49% | -20.86% | -11.50% | -20.50% |
| 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% | 77.50% | 75.00% | 77.50% |
| Median Return | 4.29% | 4.43% | 2.73% | 5.39% |
| Average Return | 5.01% | 4.91% | 4.49% | 5.47% |
| Maximum Gain | 14.79% | 26.01% | 26.01% | 13.43% |
| Gain Year | 2019 | 2020 | 2020 | 2009 |
| Maximum Loss | -20.50% | -20.86% | -20.86% | -20.50% |
| Loss Year | 2008 | 2022 | 2022 | 2008 |
| Based on the past 20 years (2006-2025) | ||||