iShares Russell 1000 Value ETF (IWD)

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The chart shows the growth of an initial investment of $10,000 in iShares Russell 1000 Value ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

iShares Russell 1000 Value ETF (IWD) has returned 1.97% so far this year and 15.56% over the past 12 months. Over the last ten years, IWD has returned 10.33% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since May 26, 2000, IWD's average daily return is +0.04%, while the average monthly return is +0.71%. At this rate, your investment would double in approximately 8.2 years.

Historically, 63% of months were positive and 37% were negative. The best month was Nov 2020 with a return of +13.4%, while the worst month was Mar 2020 at -17.4%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, IWD closed higher 54% of trading days. The best single day was Oct 13, 2008 with a return of +12.8%, while the worst single day was Mar 16, 2020 at -11.7%.

iShares Russell 1000 Value ETF has an annualized alpha of 1.84%, beta of 0.95, and R² of 0.90 versus S&P 500 Index. Calculated based on daily prices since May 30, 2000.

• This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (98.74%) than losses (92.43%) — typical of diversified or defensive assets.
• With beta of 0.95 and R² of 0.90, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

IWD has an expense ratio of 0.18%, which is considered low.

IWD ranks 56 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for iShares Russell 1000 Value ETF (IWD) and compare them to a chosen benchmark (S&P 500 Index).

iShares Russell 1000 Value ETF provided a 1.67% dividend yield over the last twelve months, with an annual payout of $3.58 per share. The fund has been increasing its distributions for 4 consecutive years.

The table displays the monthly dividend distributions for iShares Russell 1000 Value ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the iShares Russell 1000 Value 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 Russell 1000 Value ETF was 60.10%, occurring on Mar 9, 2009. Recovery took 983 trading sessions.

The current iShares Russell 1000 Value ETF drawdown is 4.89%.

The chart below shows the rolling one-month volatility.