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iShares Russell 1000 ETF (IWB)

ETF · Currency in USD
ISIN
US4642876225
CUSIP
464287622
Issuer
iShares
Inception Date
May 15, 2000
Region
North America (U.S.)
Category
Large Cap Growth Equities
Expense Ratio
0.15%
Index Tracked
Russell 1000 Index
ETF Home Page
www.ishares.com
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

IWBPrice Chart


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IWBPerformance

The chart shows the growth of $10,000 invested in iShares Russell 1000 ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $48,379 for a total return of roughly 383.79%. All prices are adjusted for splits and dividends.


IWB (iShares Russell 1000 ETF)
Benchmark (S&P 500)

IWBReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD-8.22%-7.73%
1M-6.06%-5.40%
6M-0.59%0.70%
1Y12.57%14.18%
5Y15.87%14.13%
10Y14.85%12.84%

IWBMonthly Returns Heatmap


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IWBSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current iShares Russell 1000 ETF Sharpe ratio is 1.40. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


IWB (iShares Russell 1000 ETF)
Benchmark (S&P 500)

IWBDividends

iShares Russell 1000 ETF granted a 1.19% dividend yield in the last twelve months, as of Jan 22, 2022. The annual payout for that period amounted to $2.88 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$2.88$2.88$2.90$3.06$2.86$2.44$2.35$2.21$1.95$1.73$1.63$1.34$1.16

Dividend yield

1.19%1.09%1.38%1.76%2.16%1.75%2.05%2.16%1.93%1.93%2.41%2.31%2.03%

IWBDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


IWB (iShares Russell 1000 ETF)
Benchmark (S&P 500)

IWBWorst Drawdowns

The table below shows the maximum drawdowns of the iShares Russell 1000 ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the iShares Russell 1000 ETF is 34.60%, recorded on Mar 23, 2020. It took 95 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-34.6%Feb 20, 202023Mar 23, 202095Aug 6, 2020118
-19.73%Sep 21, 201865Dec 24, 201875Apr 12, 2019140
-19.53%May 2, 2011108Oct 3, 201188Feb 8, 2012196
-15.99%Apr 26, 201049Jul 2, 201087Nov 4, 2010136
-14.32%May 22, 2015183Feb 11, 201677Jun 2, 2016260
-9.97%Jan 29, 20189Feb 8, 2018115Jul 25, 2018124
-9.86%Apr 3, 201243Jun 4, 201252Aug 16, 201295
-9.34%Sep 3, 202014Sep 23, 202035Nov 11, 202049
-8.8%Jan 4, 202213Jan 21, 2022
-7.99%Jan 20, 201014Feb 8, 201021Mar 10, 201035

IWBVolatility Chart

Current iShares Russell 1000 ETF volatility is 16.49%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


IWB (iShares Russell 1000 ETF)
Benchmark (S&P 500)

IWBAlternatives


SymbolInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. Yield
EQALDec 23, 20140.20%-6.70%9.88%1.42%Compare IWB and EQAL
VONESep 22, 20100.08%-8.20%14.90%1.26%Compare IWB and VONE

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