WFSPX - iShares S&P 500 Index Fund Class K

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return8.84%
5-Year Average Return11.44%
Number of Years Up21
Number of Years Down5
Best 1 Yr Total Return (Feb. 3, 2019)32.21%
Worst 1 Yr Total Return (Feb. 3, 2019)-37.01%
Best 3-Yr Total Return32.21%
Worst 3-Yr Total Return-8.46%

Trailing Returns (%) Vs. Benchmarks

ReturnWFSPXCategory
YTD-3.03%-7.11%
1-Month1.97%4.88%
3-Month20.51%1.77%
1-Year7.55%8.70%
3-Year10.73%7.80%
5-Year10.71%7.58%
10-Year13.91%11.42%
Last Bull Market25.01%23.84%
Last Bear Market-16.31%-17.52%

Annual Total Return (%) History

Year
WFSPXCategory
2020
N/AN/A
2019
31.43%28.78%
2018
-4.38%-6.27%
2017
21.77%20.44%
2016
11.92%10.37%
2015
1.35%-1.07%
2014
13.61%10.96%
2013
32.21%31.50%
2012
15.84%14.96%
2011
1.98%-1.27%
2010
14.92%14.01%
2009
26.49%28.17%
2008
-37.01%-37.79%
2007
5.36%6.16%
2006
15.60%14.17%
2005
4.71%5.88%
2004
10.68%10.02%
2003
28.37%27.05%
2002
-22.20%-22.25%
2001
-12.11%-13.50%
2000
-9.34%-6.31%
1999
20.50%20.16%
1998
28.41%22.39%
1997
33.07%28.37%
1996
22.62%20.76%
1995
37.15%32.35%
1994
0.78%-0.93%
1993
N/A10.21%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-19.54%20.51%N/AN/A
201913.63%4.29%1.71%9.05%
2018-0.76%3.42%7.69%-13.49%
20176.05%3.07%4.47%6.64%
20161.33%2.44%3.84%3.83%
20150.95%0.28%-6.46%7.03%
20141.77%5.22%1.12%4.93%
201310.58%2.87%5.21%10.47%
201212.56%-2.80%6.31%-0.41%
20115.89%0.06%-13.90%11.78%
20105.37%-11.45%11.24%10.71%
2009-10.97%15.94%15.56%6.03%
2008-9.47%-2.76%-8.49%-21.81%
20070.60%6.23%2.03%-3.37%
20064.17%-1.48%5.63%6.64%
2005-2.19%1.32%3.56%2.03%
20041.65%1.67%-1.91%9.19%
2003-3.22%15.31%2.59%12.12%
20020.23%-13.43%-17.29%8.41%
2001-11.94%5.85%-14.79%10.66%
20002.20%-2.75%-0.97%-7.89%
19994.80%6.99%-6.40%14.83%
199813.84%3.24%-9.93%21.31%
19972.62%17.36%7.42%2.85%
19965.40%4.40%2.97%8.23%
19959.61%9.47%7.92%5.91%
1994-3.70%0.01%4.64%-0.00%
19932.15%N/AN/AN/A

Rank In Category (By Total Return)

YTD29
1-Month46
3-Month47
1-Year21
3-Year16
5-Year10

Load Adjusted Returns

1-Year7.55%
3-Year10.73%
5-Year10.71%
10-Year13.91%