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Ishares S&p 500 Index Fund - Class K: (MF: WFSPX)

(NASDAQ Mutual Funds) As of May 22, 2026 08:06 AM ET

$867.34 USD

+1.59 (0.18%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 5.67 52
3 months 4.16 30
6 months 5.98 70
1 Year 30.95 18
3 Year 21.62 11
5 Year 13.09 11
10 Year 15.22 3

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 106.46
Bear Market (10/07 - 2/09) -50.96
Bull Market (2/09 - 3/21) 1,236.81

Load Adjusted Returns as of Apr 30, 2026

1 Year 17.73
5 Year 12.01
10 Year 14.12
Since Inception 10.45

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.35 NA NA NA
2025 -4.27 10.94 8.11 2.62
2024 10.54 4.26 5.86 2.39
2023 7.48 8.73 -3.27 11.67
2022 -4.60 -16.10 -4.89 7.55
2021 6.15 8.53 0.57 11.02

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.6717.8324.9426.23-18.1328.6418.4231.43-4.3721.7711.91
% Total Return Rel to Index -0.02-0.38-0.07-0.010.07-0.030.02-0.050.01-0.01-0.02
% Total Return Rel to Peer -3.872.779.1010.95-7.344.3010.215.793.184.360.59
% Perf Quintile vs Peer* 5.002.001.001.005.001.001.001.001.001.004.00
% Dividends 2.148.958.618.057.596.996.877.596.045.525.25
% Yield 1.131.061.181.511.591.171.461.881.921.641.86
Capital Gains ($) 0.004.751.100.361.483.210.480.001.410.861.07
Expense Ratio 0.000.030.030.030.030.030.030.030.040.040.04

* 1 = Top 20%, 5 = Bottom 20%