C000159049 Performance — iShares Total U.S. Stock Market Index Fund, Institutional Class
Data updated: 2026-10-14
C000159049 returned +10.32% year to date and +19.53% over one year to Jul 2026. Annualised returns are +18.75% over 3 years and +11.81% over 5 years. The fund beat its US Multi-Cap Blend category average: $100 invested three years ago grew to $167, against $139 for the category, and to $120 over one year, against $114. Volatility over the past three years was 13.40% a year. In the 12 months to Jul 2026 the fund lost a net $132.4M, and assets reached $4.75B.
C000159049 Growth of $100
What $100 invested in iShares Total U.S. Stock Market Index Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Multi-Cap Blend category average over the same months.
| Period | C000159049 | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $120 | $114 |
| 3 years (Aug 2023 – Jul 2026) | $167 | $139 |
| 5 years (Aug 2021 – Jul 2026) | $175 | $135 |
| Since data start (Aug 2019 – Jul 2026) | $269 | $172 |
C000159049 Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +10.32% |
| 1 year | +19.53% |
| 3 years (annualised) | +18.75% |
| 5 years (annualised) | +11.81% |
C000159049 Annual Returns
Calendar-year total returns of iShares Total U.S. Stock Market Index Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +10.32% |
| 2025 | +17.09% |
| 2024 | +23.81% |
| 2023 | +25.98% |
| 2022 | −19.10% |
| 2021 | +25.52% |
| 2020 | +20.73% |
| 2019 (Aug–Dec) | +8.76% |
C000159049 Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.6% | −0.5% | −5.0% | +10.2% | +5.1% | −0.3% | −0.5% | — | — | — | — | — |
| 2025 | +3.2% | −1.9% | −5.9% | −0.7% | +6.4% | +5.1% | +2.2% | +2.3% | +3.5% | +2.1% | +0.3% | 0.0% |
| 2024 | +1.1% | +5.4% | +3.2% | −4.4% | +4.7% | +3.1% | +1.9% | +2.2% | +2.1% | −0.7% | +6.6% | −3.1% |
| 2023 | +6.9% | −2.3% | +2.6% | +1.1% | +0.4% | +6.8% | +3.6% | −1.9% | −4.8% | −2.7% | +9.3% | +5.3% |
| 2022 | −5.9% | −2.5% | +3.2% | −9.0% | −0.1% | −8.4% | +9.4% | −3.7% | −9.3% | +8.2% | +5.2% | −5.9% |
| 2021 | −0.4% | +3.1% | +3.6% | +5.1% | +0.4% | +2.5% | +1.7% | +2.8% | −4.5% | +6.7% | −1.5% | +3.9% |
| 2020 | −0.1% | −8.2% | −13.7% | +13.1% | +5.3% | +2.2% | +5.7% | +7.2% | −3.7% | −2.1% | +12.1% | +4.5% |
| 2019 | — | — | — | — | — | — | — | −2.1% | +1.7% | +2.2% | +3.8% | +2.9% |
C000159049 Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 13.40%
- 3-year Sharpe ratio: 1.06 (vs 4.5% risk-free rate)
- Best month: +10.20% (Apr 2026)
- Worst month: −5.85% (Mar 2025)
C000159049 Fund Flows
Monthly money in and out of iShares Total U.S. Stock Market Index Fund, from SEC Form N-PORT.
- 12-month net flow: −$132.4M
- 12-month gross sales (incl. reinvestments): $795.7M
- Sales ÷ redemptions: 0.86×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $111.4M | $50.3M | $61.1M |
| Jun 2026 | $57.8M | $64.8M | −$7.0M |
| May 2026 | $43.5M | $44.9M | −$1.4M |
| Apr 2026 | $55.3M | $55.4M | −$119K |
| Mar 2026 | $59.0M | $26.8M | $32.1M |
| Feb 2026 | $49.6M | $41.8M | $7.8M |
| Jan 2026 | $75.9M | $266.7M | −$190.8M |
| Dec 2025 | $75.8M | $68.9M | $6.9M |
| Nov 2025 | $84.7M | $97.1M | −$12.3M |
| Oct 2025 | $58.9M | $56.6M | $2.3M |
| Sep 2025 | $77.1M | $105.3M | −$28.2M |
| Aug 2025 | $46.8M | $49.7M | −$2.9M |
C000159049 Assets Under Management
Net assets of iShares Total U.S. Stock Market Index Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $4.75B |
| 2026-04-30 | $4.52B |
| 2026-01-31 | $4.31B |
| 2025-10-31 | $4.44B |
| 2025-07-31 | $4.14B |
| 2025-04-30 | $3.66B |
| 2025-01-31 | $3.93B |
| 2024-10-31 | $3.66B |
| 2024-07-31 | $3.54B |
| 2024-04-30 | $3.17B |
| 2024-01-31 | $2.99B |
| 2023-10-31 | $2.57B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.