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iShares Russell 2000 ETF

IWM
ETF · Currency in USD
ISIN
US4642876555
CUSIP
464287655
Issuer
iShares
Inception Date
May 22, 2000
Region
North America (U.S.)
Category
Small Cap Growth Equities
Expense Ratio
0.19%
Index Tracked
Russell 2000 Index
ETF Home Page
www.ishares.com
Asset Class
Equity

Asset Class Size

Micro-Cap

Asset Class Style

Blend

IWMPrice Chart


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IWMPerformance

The chart shows the growth of $10,000 invested in iShares Russell 2000 ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $41,826 for a total return of roughly 318.26%. All prices are adjusted for splits and dividends.


IWM (iShares Russell 2000 ETF)
Benchmark (S&P 500)

IWMReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M4.86%
6M3.10%
YTD16.74%
1Y44.05%
5Y14.90%
10Y13.58%

IWMMonthly Returns Heatmap


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IWMSharpe 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 2000 ETF Sharpe ratio is 1.89. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


IWM (iShares Russell 2000 ETF)
Benchmark (S&P 500)

IWMDividends

iShares Russell 2000 ETF granted a 0.89% dividend yield in the last twelve months, as of Oct 23, 2021. The annual payout for that period amounted to $2.02 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$2.02$2.04$2.09$1.88$1.92$1.86$1.73$1.51$1.41$1.69$1.03$0.89

Dividend yield

0.89%1.04%1.26%1.40%1.26%1.38%1.54%1.26%1.23%2.00%1.40%1.14%

IWMDrawdowns Chart

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


IWM (iShares Russell 2000 ETF)
Benchmark (S&P 500)

IWMWorst Drawdowns

The table below shows the maximum drawdowns of the iShares Russell 2000 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 2000 ETF is 41.13%, recorded on Mar 23, 2020. It took 161 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-41.13%Sep 4, 2018390Mar 23, 2020161Nov 9, 2020551
-28.91%May 2, 2011108Oct 3, 2011239Sep 13, 2012347
-25.68%Jun 24, 2015161Feb 11, 2016191Nov 11, 2016352
-20.09%Apr 26, 201050Jul 6, 201087Nov 5, 2010137
-12.7%Jul 7, 201470Oct 13, 201449Dec 22, 2014119
-10.72%Sep 17, 201242Nov 15, 201231Jan 2, 201373
-9.55%Mar 16, 20217Mar 24, 2021
-9.51%Jan 20, 201014Feb 8, 201016Mar 3, 201030
-9.08%Jan 24, 201812Feb 8, 201864May 11, 201876
-8.9%Mar 5, 201451May 15, 201432Jul 1, 201483

IWMVolatility Chart

Current iShares Russell 2000 ETF volatility is 8.64%. 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.


IWM (iShares Russell 2000 ETF)
Benchmark (S&P 500)

Portfolios with iShares Russell 2000 ETF


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