PortfoliosLab logo

iShares Microcap ETF

IWC
ETF · Currency in USD
ISIN
US4642888691
CUSIP
464288869
Issuer
iShares
Inception Date
Aug 12, 2005
Region
North America (U.S.)
Category
Small Cap Blend Equities
Expense Ratio
0.60%
Index Tracked
Russell Microcap Index
ETF Home Page
www.ishares.com
Asset Class
Equity

Asset Class Size

Micro-Cap

Asset Class Style

Blend

IWCPrice Chart


Chart placeholderClick Calculate to get results

IWCPerformance

The chart shows the growth of $10,000 invested in iShares Microcap ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $42,087 for a total return of roughly 320.87%. All prices are adjusted for splits and dividends.


IWC (iShares Microcap ETF)
Benchmark (S&P 500)

IWCReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M3.69%
6M2.63%
YTD24.22%
1Y54.33%
5Y15.34%
10Y14.22%

IWCMonthly Returns Heatmap


Chart placeholderClick Calculate to get results

IWCSharpe 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 Microcap ETF Sharpe ratio is 2.05. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


IWC (iShares Microcap ETF)
Benchmark (S&P 500)

IWCDividends

iShares Microcap ETF granted a 0.63% dividend yield in the last twelve months, as of Oct 23, 2021. The annual payout for that period amounted to $0.92 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$0.92$1.17$1.18$0.83$1.05$0.99$1.08$0.86$0.76$1.02$0.54$0.41

Dividend yield

0.63%0.98%1.19%1.01%1.09%1.16%1.49%1.11%1.01%1.95%1.21%0.81%

IWCDrawdowns Chart

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


IWC (iShares Microcap ETF)
Benchmark (S&P 500)

IWCWorst Drawdowns

The table below shows the maximum drawdowns of the iShares Microcap 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 Microcap ETF is 47.21%, recorded on Mar 18, 2020. It took 174 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-47.21%Sep 4, 2018387Mar 18, 2020174Nov 23, 2020561
-30.69%May 2, 2011108Oct 3, 2011239Sep 13, 2012347
-28.7%Jun 24, 2015161Feb 11, 2016197Nov 21, 2016358
-22.67%Apr 30, 201081Aug 24, 201073Dec 7, 2010154
-16.66%Mar 6, 2014153Oct 10, 2014108Mar 18, 2015261
-13.5%Mar 15, 202142May 12, 2021
-11.56%Sep 25, 201236Nov 15, 201231Jan 2, 201367
-9.74%Jan 20, 201014Feb 8, 201016Mar 3, 201030
-8.81%Jan 24, 201812Feb 8, 201820Mar 9, 201832
-8.24%Feb 10, 202116Mar 4, 20214Mar 10, 202120

IWCVolatility Chart

Current iShares Microcap ETF volatility is 7.95%. 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.


IWC (iShares Microcap ETF)
Benchmark (S&P 500)

Portfolios with iShares Microcap ETF


Loading data...

More Tools for iShares Microcap ETF