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iShares Russell Top 200 ETF (IWL)

ETF · Currency in USD
ISIN
US4642894467
CUSIP
464289446
Issuer
iShares
Inception Date
Sep 22, 2009
Region
North America (U.S.)
Category
Large Cap Growth Equities
Expense Ratio
0.15%
Index Tracked
Russell Top 200 Index
ETF Home Page
www.ishares.com
Asset Class
Equity

Asset Class Size

Mega-Cap

Asset Class Style

Growth

IWLPrice Chart


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IWLPerformance

The chart shows the growth of $10,000 invested in iShares Russell Top 200 ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $52,069 for a total return of roughly 420.69%. All prices are adjusted for splits and dividends.


IWL (iShares Russell Top 200 ETF)
Benchmark (S&P 500)

IWLReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M0.64%0.43%
6M10.99%9.37%
YTD23.30%22.33%
1Y28.11%26.59%
5Y19.04%15.74%
10Y17.17%14.46%

IWLMonthly Returns Heatmap


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IWLSharpe 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 Top 200 ETF Sharpe ratio is 2.31. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


IWL (iShares Russell Top 200 ETF)
Benchmark (S&P 500)

IWLDividends

iShares Russell Top 200 ETF granted a 1.16% dividend yield in the last twelve months, as of Nov 27, 2021. The annual payout for that period amounted to $1.27 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$1.27$1.17$1.47$1.13$1.04$0.76$1.01$0.79$0.77$1.19$0.56$0.47

Dividend yield

1.16%1.30%1.96%1.93%1.69%1.49%2.14%1.68%1.82%3.65%1.91%1.64%

IWLDrawdowns Chart

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


IWL (iShares Russell Top 200 ETF)
Benchmark (S&P 500)

IWLWorst Drawdowns

The table below shows the maximum drawdowns of the iShares Russell Top 200 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 Top 200 ETF is 32.71%, recorded on Mar 23, 2020. It took 92 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-32.71%Feb 20, 202023Mar 23, 202092Aug 3, 2020115
-19.31%Oct 3, 201857Dec 24, 201880Apr 22, 2019137
-17.77%May 4, 2011106Oct 3, 201185Feb 3, 2012191
-15.37%Apr 16, 201055Jul 2, 201088Nov 5, 2010143
-12.41%Jul 21, 2015143Feb 11, 201680Jun 7, 2016223
-10.07%Jan 29, 201844Apr 2, 201880Jul 25, 2018124
-10.02%Sep 3, 202014Sep 23, 202038Nov 16, 202052
-9.42%Apr 3, 201243Jun 4, 201251Aug 15, 201294
-7.73%Jan 20, 201013Feb 5, 201026Mar 16, 201039
-7.69%Oct 5, 201228Nov 15, 201233Jan 4, 201361

IWLVolatility Chart

Current iShares Russell Top 200 ETF volatility is 13.01%. 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.


IWL (iShares Russell Top 200 ETF)
Benchmark (S&P 500)

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