https://www.lazyportfolioetf.com/etf/ishares-core-sp-u-s-growth-etf-iusg/ (2024)

Data Source: from January 1927 to March 2024 (~97 years)
Consolidated Returns as of 31 March 2024
Live Update: Apr 22 2024

Category: Stocks

iShares Core S&P U.S. Growth ETF (IUSG) ETF

ETF • LIVE PERFORMANCE (USD currency)

1.05%

1 Day

Apr 22 2024

5.19%

Current Month

April 2024

In the last 30 Years, the iShares Core S&P U.S. Growth ETF (IUSG) ETF obtained a 10.49% compound annual return, with a 17.16% standard deviation.

Table of contents

The first official book of

Mastering ETF Investing

How to build wealth
with Lazy Portfolios and Passive Investing Strategies

Choose a goal
Employ the best metrics to evaluate it
Join the passive investing strategy

Discover new asset allocations in USD and EUR,
in addition to the lazy portfolios on the website.

The ETF is related to the following investment themes:

Asset Class: Equity

Size: Large Cap
Style: Growth
Region: North America

Country: U.S.

Investment Returns as of Mar 31, 2024

The iShares Core S&P U.S. Growth ETF (IUSG) ETF guaranteed the following returns.

	Chg (%)	Return (%)	Return (%) as of Mar 31, 2024
iShares Core S&P U.S. Growth ETF (IUSG) ETF	1.05	-5.19	2.42	24.17	33.45	15.50	14.08	10.49	9.71
US Inflation Adjusted return			2.04	22.20	28.97	10.85	10.94	7.76	6.52
Returns over 1 year are annualized \| Available data source: since Jan 1927
(*) Eastern Time (ET - America/New York)
US Inflation is updated to Mar 2024. Current inflation (annualized) is 1Y: 3.48% , 5Y: 4.19% , 10Y: 2.84% , 30Y: 2.54%

Capital Growth as of Mar 31, 2024

An investment of 1$, since April 1994, now would be worth 19.96$, with a total return of 1896.02% (10.49% annualized).

The Inflation Adjusted Capital now would be 9.40$, with a net total return of 840.38% (7.76% annualized).

An investment of 1$, since January 1927, now would be worth 8229.46$, with a total return of 822846.11% (9.71% annualized).

The Inflation Adjusted Capital now would be 466.72$, with a net total return of 46571.91% (6.52% annualized).

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Mastering ETF Investing: How to Build Wealth with Lazy Portfolios and Passive ...

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Investment Metrics as of Mar 31, 2024

Metrics of iShares Core S&P U.S. Growth ETF (IUSG) ETF, updated as of 31 March 2024.

Metrics are calculated based on monthly returns, assuming:

no fees or capital gain taxes.
the reinvestment of dividends.

the actual US Inflation rates.

ISHARES CORE S&P U.S. GROWTH ETF (IUSG) ETF

Advanced Metrics

Data Source: 1 January 1927 - 31 March 2024 (~97 years)

Swipe left to see all data

	Metrics as of Mar 31, 2024
	1M	3M	6M	1Y	3Y	5Y	10Y	20Y	30Y	MAX (~97Y)
Investment Return (%)	2.42	12.75	24.17	33.45	9.92	15.50	14.08	10.83	10.49	9.71
Infl. Adjusted Return (%) details	2.04	11.49	22.20	28.97	4.06	10.85	10.94	8.03	7.76	6.52
US Inflation (%)	0.38	1.13	1.61	3.48	5.63	4.19	2.84	2.59	2.54	2.99
Returns / Inflation rates over 1 year are annualized.
DRAWDOWN Inflation Adjusted: Inflation Adjusted:				1Y	3Y	5Y	10Y	20Y	30Y	MAX
Deepest Drawdown Depth (%)				-7.98	-30.19	-30.19	-30.19	-48.36	-61.19	-84.38
Start to Recovery (# months) details				4	26	26	26	41	155	188
Start (yyyy mm)				2023 08	2022 01	2022 01	2022 01	2007 11	2000 09	1929 09
Start to Bottom (# months)				3	9	9	9	16	25	34
Bottom (yyyy mm)				2023 10	2022 09	2022 09	2022 09	2009 02	2002 09	1932 06
Bottom to End (# months)				1	17	17	17	25	130	154
End (yyyy mm)				2023 11	2024 02	2024 02	2024 02	2011 03	2013 07	1945 04
Longest Drawdown Depth (%)				same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	same as deepest
Start to Recovery (# months) details				same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	same as deepest
Start (yyyy mm)				2023 08	2022 01	2022 01	2022 01	2007 11	2000 09	1929 09
Start to Bottom (# months)				3	9	9	9	16	25	34
Bottom (yyyy mm)				2023 10	2022 09	2022 09	2022 09	2009 02	2002 09	1932 06
Bottom to End (# months)				1	17	17	17	25	130	154
End (yyyy mm)				2023 11	2024 02	2024 02	2024 02	2011 03	2013 07	1945 04
Longest negative period (# months) details				4	30	30	30	66	159	187
Period Start (yyyy mm)				2023 07	2021 05	2021 05	2021 05	2005 01	2000 04	1929 09
Period End (yyyy mm)				2023 10	2023 10	2023 10	2023 10	2010 06	2013 06	1945 03
Annualized Return (%)				-14.42	-0.97	-0.97	-0.97	-0.11	-0.25	-0.49
Deepest Drawdown Depth (%)				-8.85	-33.85	-33.85	-33.85	-49.21	-67.64	-80.13
Start to Recovery (# months) details				5	27*	27*	27*	53	179	192
Start (yyyy mm)				2023 08	2022 01	2022 01	2022 01	2007 11	2000 09	1929 09
Start to Bottom (# months)				3	9	9	9	16	102	34
Bottom (yyyy mm)				2023 10	2022 09	2022 09	2022 09	2009 02	2009 02	1932 06
Bottom to End (# months)				2	18	18	18	37	77	158
End (yyyy mm)				2023 12	-	-	-	2012 03	2015 07	1945 08
Longest Drawdown Depth (%)				same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	same as deepest
Start to Recovery (# months) details				same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	same as deepest	same as deepest
Start (yyyy mm)				2023 08	2022 01	2022 01	2022 01	2007 11	2000 09	1929 09
Start to Bottom (# months)				3	9	9	9	16	102	34
Bottom (yyyy mm)				2023 10	2022 09	2022 09	2022 09	2009 02	2009 02	1932 06
Bottom to End (# months)				2	18	18	18	37	77	158
End (yyyy mm)				2023 12	-	-	-	2012 03	2015 07	1945 08
Longest negative period (# months) details				5	33	38	38	87	199	258
Period Start (yyyy mm)				2023 06	2021 05	2020 09	2020 09	2004 07	2000 04	1961 02
Period End (yyyy mm)				2023 10	2024 01	2023 10	2023 10	2011 09	2016 10	1982 07
Annualized Return (%)				-0.95	-0.91	-1.36	-1.36	-0.05	-0.01	-0.16
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS				1Y	3Y	5Y	10Y	20Y	30Y	MAX
Standard Deviation (%)				13.07	20.21	19.82	16.38	15.91	17.16	19.77
Sharpe Ratio				2.16	0.37	0.69	0.79	0.60	0.48	0.29
Sortino Ratio				2.95	0.48	0.91	1.05	0.79	0.63	0.40
Ulcer Index				2.70	16.18	12.90	9.51	12.30	26.08	25.09
Ratio: Return / Standard Deviation				2.56	0.49	0.78	0.86	0.68	0.61	0.49
Ratio: Return / Deepest Drawdown				4.19	0.33	0.51	0.47	0.22	0.17	0.12
% Positive Months details				75%	61%	65%	65%	62%	62%	60%
Positive Months				9	22	39	78	149	225	708
Negative Months				3	14	21	42	91	135	459
LONG TERM RETURNS Inflation Adjusted: Inflation Adjusted:				1Y	3Y	5Y	10Y	20Y	30Y	MAX
Best 10 Years Return (%) - Annualized							14.08	18.79	18.79	22.24
Worst 10 Years Return (%) - Annualized							14.08	7.35	-5.81	-5.81
Best 10 Years Return (%) - Annualized							10.94	16.32	16.32	18.96
Worst 10 Years Return (%) - Annualized							10.94	5.21	-8.18	-8.18
ROLLING PERIODS Inflation Adjusted: Inflation Adjusted:				1Y	3Y	5Y	10Y	20Y	30Y	MAX
Over the latest 30Y
Best Rolling Return (%) - Annualized				60.63	35.54	32.16	18.79	10.91	10.49
Worst Rolling Return (%) - Annualized				-45.99	-25.39	-10.94	-5.81	3.64	10.49
% Positive Periods				79%	78%	80%	88%	100%	100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized				70.14	17.17	10.17	5.04	3.18	8.31
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized				-	-	-	-	0.83	7.43
WR calculated based on initial capital \| Monthly withdrawals adjusted for inflation \| Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized				56.53	32.51	29.09	16.32	8.20	7.76
Worst Rolling Return (%) - Annualized				-47.35	-27.18	-13.08	-8.18	1.53	7.76
% Positive Periods				76%	75%	74%	82%	100%	100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized				70.14	17.17	10.17	5.04	3.18	8.31
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized				-	-	-	-	0.83	7.43
WR calculated based on initial capital \| Monthly withdrawals adjusted for inflation \| Credits: BestRetirementPortfolio.com
Over all the available data source (Jan 1927 - Mar 2024)
Best Rolling Return (%) - Annualized				157.75	46.51	35.92	22.24	19.49	14.42
Worst Rolling Return (%) - Annualized				-67.31	-43.64	-18.85	-5.81	1.28	6.85
% Positive Periods				74%	82%	85%	94%	100%	100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized				59.48	15.71	9.03	5.04	3.18	2.77
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized				-	-	-	-	-	2.13
WR calculated based on initial capital \| Monthly withdrawals adjusted for inflation \| Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized				176.01	42.51	34.58	18.96	15.04	10.84
Worst Rolling Return (%) - Annualized				-63.70	-39.17	-14.72	-8.18	-0.45	3.06
% Positive Periods				68%	74%	77%	82%	99%	100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized				59.48	15.71	9.03	5.04	3.18	2.77
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized				-	-	-	-	-	2.13
WR calculated based on initial capital \| Monthly withdrawals adjusted for inflation \| Credits: BestRetirementPortfolio.com

Terms and Definitions

Annualized Portfolio Return: it's the annualized geometric mean return of the portfolio.
Deepest/Longest Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough. The deepest (or maximum) drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The longest drawdown is the period observed from a peak to the subsequent peak with the greatest duration.

Longest negative period: it's the maximum period for which an overall negative return has been observed.
Standard Deviation: it's a measure of the dispersion of returns around the mean.
Sharpe Ratio: it's a measure of risk-adjusted performance of the portfolio. It's calculated by dividing the excess return of the portfolio over the risk-free rate by the portfolio standard deviation. The risk-free rate here considered is the 1-3 Mth T-Bill return.

Sortino Ratio: another measure of risk-adjusted performance of the portfolio. It's a modification of the Sharpe Ratio (same formula but the denominator is the portfolio downside standard deviation).
Ulcer Index: it's a measure of downside risk that quantifies the depth and duration of drawdowns in an investment portfolio.
Best/Worst 10Y returns: the best and the worst 10-year return over a time frame.

Rolling Returns: N-year returns over a time frame, calculated over all the available data source (best, worst, % of positive returns). Each rolling period, longer than the longest negative period, yielded a non-negative minimum return.
Safe Withdrawal Rate (SWR): it's the percentage of the initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, without the portfolio running out of money in any case (money amount withdrawal).
For instance: Your initial invested capital is 100.000$; withdrawal rate (annualized) is 4%. This means that, in the first month, you will withdraw 100.000 * 4% * 1/12 = 333.33$. The second month, you’ll withdraw 333.33$ plus the inflation monthly rate. You’ll continue adjusting your withdraw monthly for inflation.
Perpetual Withdrawal Rate (PWR): it's the percentage of the initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, preserving the original invested capital, adjusted for inflation too.

The first official book of

Mastering ETF Investing

Correlations as of Mar 31, 2024

Correlation measures to what degree the returns of the two assets move in relation to each other.

Correlation coefficient is a numerical value between -1 and +1. If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.

Monthly correlations of iShares Core S&P U.S. Growth ETF (IUSG) ETF vs the main Asset Classes, over different timeframes. Columns are sortable (click on table header to sort).

ISHARES CORE S&P U.S. GROWTH ETF (IUSG) ETF

Monthly correlations as of 31 March 2024

Swipe left to see all data

		Correlation vs IUSG
	Asset Class	1 Year	5 Years	10 Years	30 Years	Since Jan 1992
VTI	US Total Stock Market	0.97	0.96	0.96	0.96	0.96
SPY	US Large Cap	0.97	0.96	0.97	0.96	0.95
IJR	US Small Cap	0.77	0.78	0.78	0.79	0.79
VNQ	US REITs	0.80	0.80	0.71	0.53	0.53
QQQ	US Technology	0.90	0.97	0.96	0.92	0.92
PFF	Preferred Stocks	0.76	0.77	0.72	0.41	0.40
EFA	EAFE Stocks	0.81	0.81	0.81	0.78	0.74
VT	World All Countries	0.92	0.92	0.92	0.91	0.89
EEM	Emerging Markets	0.77	0.66	0.64	0.71	0.67
VGK	Europe	0.77	0.80	0.78	0.78	0.76
VPL	Pacific	0.86	0.78	0.78	0.68	0.63
FLLA	Latin America	0.72	0.59	0.48	0.60	0.60
BND	US Total Bond Market	0.60	0.57	0.43	0.15	0.15
TLT	Long Term Treasuries	0.71	0.30	0.17	-0.09	-0.08
BIL	US Cash	0.28	-0.02	0.00	-0.02	-0.02
TIP	TIPS	0.56	0.67	0.54	0.19	0.19
LQD	Invest. Grade Bonds	0.66	0.69	0.58	0.30	0.30
HYG	High Yield Bonds	0.75	0.80	0.77	0.63	0.62
CWB	US Convertible Bonds	0.80	0.85	0.86	0.84	0.84
BNDX	International Bonds	0.55	0.61	0.47	0.14	0.14
EMB	Emerg. Market Bonds	0.80	0.76	0.66	0.52	0.51
GLD	Gold	0.08	0.26	0.11	0.05	0.05
DBC	Commodities	-0.05	0.33	0.31	0.28	0.27

If you want to learn more about historical correlations, you can find out here how the main asset class are correlated to each other.

Drawdowns

A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.

ISHARES CORE S&P U.S. GROWTH ETF (IUSG) ETF

Drawdown periods

Drawdown periods - Inflation Adjusted

Data Source: 1 April 1994 - 31 March 2024 (30 Years)

Data Source: 1 January 1927 - 31 March 2024 (~97 years)

Inflation Adjusted:

Chart Table Range

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https://www.lazyportfolioetf.com/etf/ishares-core-sp-u-s-growth-etf-iusg/ (2024)

FAQs

What is the average return of IUSG? ›

iShares Core S&P U.S. Growth ETF (IUSG): Historical Returns

In the last 30 Years, the iShares Core S&P U.S. Growth ETF (IUSG) ETF obtained a 10.49% compound annual return, with a 17.16% standard deviation.

Read On ›

What is the maximum drawdown of a lazy portfolio? ›

Run Risk and Return Analysis

Total annual return (assuming reinvested distributions) served as our return measure. Our analysis found that: Each Lazy Portfolio had a maximum drawdown exceeding -35% over the past ten years. Some of the worst Lazy Portfolios exceeded -40% in the same time frame.

Discover More Details ›

Is IUSG a good buy? ›

IUSG has a conensus rating of Strong Buy which is based on 375 buy ratings, 98 hold ratings and 1 sell ratings. What is IUSG's price target? The average price target for IUSG is $132.51. This is based on 474 Wall Streets Analysts 12-month price targets, issued in the past 3 months.

What is the Sharpe ratio for lazy portfolio? ›

The current David Swensen Lazy Portfolio Sharpe ratio is 1.00. A Sharpe ratio greater than 1.0 is considered acceptable.

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Is a 6% return realistic? ›

Generally speaking, if you're estimating how much your stock-market investment will return over time, we suggest using an average annual return of 6% and understanding that you'll experience down years as well as up years.

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What is a realistic rate of return? ›

A good return on investment is generally considered to be around 7% per year, based on the average historic return of the S&P 500 index, adjusted for inflation. The average return of the U.S. stock market is around 10% per year, adjusted for inflation, dating back to the late 1920s.

Tell Me More ›

What is the 5% drawdown rule? ›

Traders can have a maximum Daily Drawdown of 5% from their starting equity (including all floating losses & profits). The 24-hour period starts at 00:00 GMT+3 server time . For example: If you have a starting balance of $200,000, 5% drawdown equals to a $10,000 loss.

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What is a lazy portfolio? ›

A Lazy Portfolio is a collection of investments that requires very little maintenance. It's the typical passive investing strategy, for long-term investors, with time horizons of more than 10 years. Choose your investment style (Classic or Alternative?), pick your Lazy Portfolios and implement them with ETFs.

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What percentage is a lazy portfolio? ›

A typical asset allocation for a lazy portfolio would be about 60% US stocks, 20% international stocks and 20% bonds. If you want to be a little less lazy, you can get more creative with your fund choices.

What are the top 5 ETFs for 2024? ›

Best ETFs as of May 2024

Ticker	Fund name	5-year return
SOXX	iShares Semiconductor ETF	26.35%
XLK	Technology Select Sector SPDR Fund	21.30%
IYW	iShares U.S. Technology ETF	20.70%
FTEC	Fidelity MSCI Information Technology Index ETF	19.57%

1 more row

4 days ago

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What is the fastest growing ETF? ›

Compare the best growth ETFs

FUND(TICKER)	EXPENSE RATIO	10-YEAR RETURN AS OF MAY 1
Invesco QQQ Trust (QQQ)	0.20%	18.60%
Vanguard Growth ETF (VUG)	0.04%	15.07%
iShares Russell 1000 Growth ETF (IWF)	0.19%	15.78%
iShares S&P 500 Growth ETF (IVW)	0.18%	14.34%

3 more rows

Read The Full Story ›

What is the best ETF for long-term growth? ›

7 Best Long-Term ETFs to Buy and Hold

ETF	Assets Under Management	10-Year Annualized Return
iShares Core S&P Mid-Cap ETF (IJH)	$85 billion	9.9%
Invesco QQQ Trust (QQQ)	$259 billion	18.6%
Vanguard High Dividend Yield ETF (VYM)	$55 billion	10.1%
Vanguard Total International Stock ETF (VXUS)	$69 billion	4.5%

3 more rows

Apr 24, 2024

See Details ›

What is a good Sharpe ratio to have? ›

What is a good Sharpe ratio? A Sharpe ratio less than 1 is considered bad. From 1 to 1.99 is considered adequate/good, from 2 to 2.99 is considered very good, and greater than 3 is considered excellent. The higher a fund's Sharpe ratio, the better its returns have been relative to the amount of investment risk taken.

Get More Info Here ›

Which asset has the best Sharpe ratio? ›

Risk-Adjusted Performance Indicators

	Sharpe ratio	Sortino ratio
AMD Advanced Micro Devices, Inc.	1.59	2.24
MA Mastercard Inc	1.20	1.63
MSFT Microsoft Corporation	1.32	1.87
NFLX Netflix, Inc.	1.82	2.70

5 more rows

What's a good sortino ratio? ›

As a rule of thumb, a Sortino ratio of 2 and above is considered ideal.

What is the dividend yield of IUSG? ›

IUSG Dividend Information

IUSG has a dividend yield of 0.94% and paid $1.06 per share in the past year. The dividend is paid every three months and the last ex-dividend date was Mar 21, 2024.

View Details ›

Does IUSG pay a dividend? ›

Yes, IUSG has paid a dividend within the past 12 months. How much is IUSG's dividend? When is IUSG ex-dividend date? IUSG's previous ex-dividend date was on Mar 21, 2024.

What is a good average rate of return value? ›

A good return on investment is generally considered to be about 7% per year, which is also the average annual return of the S&P 500, adjusting for inflation.

Learn More ›

What is a good average rate of return? ›

Most investors would view an average annual rate of return of 10% or more as a good ROI for long-term investments in the stock market. However, keep in mind that this is an average.

Discover More Details ›

	Chg (%)		Return (%)	Return (%) as of Mar 31, 2024
	1 Day	*Time ET^()**	Apr 2024	1M	6M	1Y	5Y	10Y	30Y	MAX (~97Y)
iShares Core S&P U.S. Growth ETF (IUSG) ETF	1.05		-5.19	2.42	24.17	33.45	15.50	14.08	10.49	9.71
US Inflation Adjusted return				2.04	22.20	28.97	10.85	10.94	7.76	6.52
Returns over 1 year are annualized \| Available data source: since Jan 1927
(*) Eastern Time (ET - America/New York)
US Inflation is updated to Mar 2024. Current inflation (annualized) is 1Y: 3.48% , 5Y: 4.19% , 10Y: 2.84% , 30Y: 2.54%