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iShares Total US Stock Market Idx Instl (BITSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.16+0.12 (+0.48%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return14.89%
5-year average return13.99%
Number of years up6
Number of years down2
Best 1-yr total return (2 Jul 2024)31.04%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return31.04%
Worst 3-yr total return7.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBITSXCategory
YTD13.52%5.31%
1-month3.11%-4.19%
3-month3.23%3.90%
1-year23.15%20.31%
3-year8.05%6.48%
5-year14.10%11.78%
10-year0.00%10.96%
Last bull market26.64%25.56%
Last bear market-16.64%-15.11%

Annual total return (%) history

Year
BITSXCategory
2024
N/AN/A
2023
25.97%22.32%
2022
-19.11%-16.96%
2021
25.51%26.07%
2020
20.73%15.83%
2019
31.04%28.78%
2018
-5.39%-6.27%
2017
20.99%20.44%
2016
13.08%10.37%
2015
N/A-1.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.97%3.23%N/AN/A
20237.18%8.35%-3.20%12.07%
2022-5.27%-16.64%-4.43%7.18%
20216.34%8.24%-0.15%9.20%
2020-20.91%21.84%9.24%14.70%
201914.03%4.15%1.09%9.14%
2018-0.78%3.89%7.10%-14.30%
20175.74%2.97%4.53%6.31%
20161.34%2.61%4.35%4.22%
20156.23%N/AN/AN/A

Rank in category (by total return)

YTD53
1-month43
3-month47
1-year49
3-year57
5-year44

Load adjusted returns

1-year23.15%
3-year8.05%
5-year14.10%
10-yearN/A