iShares Microcap ETF (IWC)
IWC is a passive ETF by iShares tracking the investment results of the Russell Microcap Index. IWC launched on Aug 12, 2005 and has a 0.60% expense ratio.
ETF Info
US4642888691
464288869
Aug 12, 2005
North America (U.S.)
1x
Russell Microcap Index
Micro-Cap
Blend
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares Microcap ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares Microcap ETF had a return of 17.97% year-to-date (YTD) and 37.17% in the last 12 months. Over the past 10 years, iShares Microcap ETF had an annualized return of 7.48%, while the S&P 500 had an annualized return of 11.21%, indicating that iShares Microcap ETF did not perform as well as the benchmark.
IWC
17.97%
8.75%
16.36%
37.17%
9.37%
7.48%
^GSPC (Benchmark)
25.15%
2.97%
12.53%
31.00%
13.95%
11.21%
Monthly Returns
The table below presents the monthly returns of IWC, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -4.02% | 6.47% | 2.44% | -8.04% | 5.43% | -2.70% | 12.43% | -3.21% | -0.25% | 0.54% | 17.97% | ||
| 2023 | 9.59% | -2.89% | -8.68% | -2.87% | 1.29% | 6.56% | 5.49% | -6.56% | -6.69% | -7.07% | 9.52% | 14.28% | 8.99% |
| 2022 | -9.98% | 1.15% | 1.37% | -10.37% | -0.19% | -9.60% | 10.08% | 0.33% | -9.53% | 9.49% | -0.54% | -3.90% | -21.93% |
| 2021 | 14.00% | 6.17% | 2.44% | -0.03% | 1.82% | 2.09% | -5.77% | 3.52% | -2.87% | 2.23% | -5.23% | 0.32% | 18.67% |
| 2020 | -4.62% | -6.94% | -23.76% | 15.44% | 6.88% | 5.81% | 1.48% | 5.96% | -3.27% | 1.46% | 20.50% | 7.61% | 20.88% |
| 2019 | 10.27% | 5.64% | -3.18% | 2.03% | -6.84% | 5.97% | -1.02% | -6.33% | 2.41% | 2.61% | 4.60% | 5.54% | 22.20% |
| 2018 | 2.22% | -3.04% | 1.45% | 1.35% | 7.32% | 1.09% | -0.03% | 4.31% | -3.08% | -11.10% | -0.35% | -12.25% | -13.13% |
| 2017 | -1.97% | 1.03% | 0.98% | 1.05% | -2.50% | 5.38% | -0.60% | -0.87% | 8.32% | -0.10% | 2.37% | -0.50% | 12.79% |
| 2016 | -10.26% | -1.64% | 7.04% | 3.25% | 1.41% | -0.56% | 5.08% | 2.77% | 2.82% | -5.52% | 11.59% | 4.76% | 20.64% |
| 2015 | -4.10% | 5.26% | 2.09% | -2.33% | 3.03% | 2.45% | -3.63% | -5.16% | -5.86% | 5.52% | 3.57% | -4.92% | -5.02% |
| 2014 | -0.53% | 4.66% | -0.96% | -5.99% | -0.18% | 4.94% | -6.74% | 4.41% | -5.67% | 6.43% | -0.58% | 5.05% | 3.65% |
| 2013 | 6.00% | 0.52% | 5.43% | -0.05% | 4.55% | 0.70% | 7.55% | -2.89% | 6.80% | 1.69% | 6.04% | 2.11% | 45.22% |
Expense Ratio
IWC features an expense ratio of 0.60%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IWC is 48, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Microcap ETF (IWC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares Microcap ETF provided a 1.02% dividend yield over the last twelve months, with an annual payout of $1.39 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.39 | $1.36 | $1.27 | $1.09 | $1.17 | $1.18 | $0.83 | $1.05 | $0.99 | $1.08 | $0.86 | $0.76 |
Dividend yield | 1.02% | 1.17% | 1.18% | 0.78% | 0.98% | 1.19% | 1.01% | 1.09% | 1.16% | 1.49% | 1.11% | 1.01% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Microcap ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $1.00 | |
| 2023 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.39 | $1.36 |
| 2022 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.49 | $0.00 | $0.00 | $0.38 | $1.27 |
| 2021 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.54 | $1.09 |
| 2020 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.37 | $1.17 |
| 2019 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.36 | $1.18 |
| 2018 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.00 | $0.23 | $0.00 | $0.22 | $0.00 | $0.00 | $0.20 | $0.83 |
| 2017 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.00 | $0.25 | $0.00 | $0.20 | $0.00 | $0.00 | $0.41 | $1.05 |
| 2016 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.00 | $0.31 | $0.00 | $0.18 | $0.00 | $0.00 | $0.32 | $0.99 |
| 2015 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.00 | $0.25 | $0.00 | $0.20 | $0.00 | $0.00 | $0.38 | $1.08 |
| 2014 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.00 | $0.25 | $0.00 | $0.17 | $0.00 | $0.00 | $0.29 | $0.86 |
| 2013 | $0.12 | $0.00 | $0.00 | $0.00 | $0.19 | $0.00 | $0.16 | $0.00 | $0.00 | $0.30 | $0.76 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Microcap ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares Microcap ETF was 64.61%, occurring on Mar 9, 2009. Recovery took 1007 trading sessions.
The current iShares Microcap ETF drawdown is 10.84%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.61% | Jun 20, 2007 | 433 | Mar 9, 2009 | 1007 | Mar 8, 2013 | 1440 |
| -47.21% | Sep 4, 2018 | 387 | Mar 18, 2020 | 174 | Nov 23, 2020 | 561 |
| -41.06% | Mar 15, 2021 | 662 | Oct 27, 2023 | — | — | — |
| -28.7% | Jun 24, 2015 | 161 | Feb 11, 2016 | 197 | Nov 21, 2016 | 358 |
| -16.66% | Mar 6, 2014 | 153 | Oct 10, 2014 | 108 | Mar 18, 2015 | 261 |
Volatility
Volatility Chart
The current iShares Microcap ETF volatility is 8.77%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.