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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


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IWCPerformance

The chart shows the growth of $10,000 invested in IWC on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $42,701 for a total return of roughly 327.01%. All prices are adjusted for splits and dividends.


0.00%100.00%200.00%300.00%400.00%20122014201620182020
327.01%
259.57%
S&P 500

IWCReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-0.76%
YTD26.04%
6M52.99%
1Y122.64%
5Y18.65%
10Y12.51%

IWCMonthly Returns Heatmap


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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 4.64. A Sharpe ratio of 3.0 or higher is considered excellent.

The chart below displays rolling 12-month Sharpe Ratio.


-1.000.001.002.003.004.005.0020122014201620182020
4.64

IWCDividends

iShares Microcap ETF granted a 0.71% dividend yield in the last twelve months, as of Apr 7, 2021. The annual payout for that period amounted to $1.06 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$1.06$1.17$1.18$0.83$1.05$0.99$1.08$0.86$0.76$1.02$0.54$0.41
Dividend yield
0.71%0.98%1.19%1.01%1.09%1.16%1.49%1.11%1.01%1.95%1.21%0.81%

IWCDrawdowns Chart


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%20122014201620182020
-5.66%

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 {{portfolioName}} 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
-11.56%Sep 25, 201236Nov 15, 201231Jan 2, 201367
-11.43%Mar 15, 20218Mar 24, 2021
-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 37.52%. The chart below displays rolling 10-day Close-to-Close volatility.


0.00%50.00%100.00%150.00%20122014201620182020
37.52%

Portfolios with iShares Microcap ETF


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