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iShares Russell 2000 Growth ETF

IWO
ETF · Currency in USD
ISIN
US4642876480
CUSIP
464287648
Issuer
iShares
Inception Date
Jul 24, 2000
Region
North America (U.S.)
Category
Small Cap Growth Equities
Expense Ratio
0.24%
Index Tracked
Russell 2000 Growth Index
ETF Home Page
www.ishares.com
Asset Class
Equity

Asset Class Size

Small-Cap

Asset Class Style

Growth

IWOPrice Chart


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S&P 500

IWOPerformance

The chart shows the growth of $10,000 invested in iShares Russell 2000 Growth ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $47,568 for a total return of roughly 375.68%. All prices are adjusted for splits and dividends.


IWO (iShares Russell 2000 Growth ETF)
Benchmark (S&P 500)

IWOReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M4.34%
6M-0.42%
YTD5.67%
1Y35.31%
5Y16.43%
10Y15.07%

IWOMonthly Returns Heatmap


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IWOSharpe 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 Growth ETF Sharpe ratio is 1.57. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


IWO (iShares Russell 2000 Growth ETF)
Benchmark (S&P 500)

IWODividends

iShares Russell 2000 Growth ETF granted a 0.33% dividend yield in the last twelve months, as of Sep 18, 2021. The annual payout for that period amounted to $0.99 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$0.99$1.27$1.52$1.27$1.37$1.49$1.24$1.03$0.97$1.39$0.57$0.58

Dividend yield

0.33%0.44%0.71%0.76%0.73%0.97%0.89%0.73%0.72%1.46%0.68%0.66%

IWODrawdowns Chart

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


IWO (iShares Russell 2000 Growth ETF)
Benchmark (S&P 500)

IWOWorst Drawdowns

The table below shows the maximum drawdowns of the iShares Russell 2000 Growth 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 Growth ETF is 39.81%, recorded on Mar 18, 2020. It took 99 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-39.81%Feb 20, 202020Mar 18, 202099Aug 7, 2020119
-29.23%May 2, 2011108Oct 3, 2011240Sep 14, 2012348
-28.81%Sep 4, 201878Dec 24, 2018266Jan 15, 2020344
-28.7%Jun 24, 2015161Feb 11, 2016209Dec 8, 2016370
-18.14%Apr 26, 201050Jul 6, 201084Nov 2, 2010134
-17.13%Feb 10, 202164May 12, 2021
-14.44%Mar 5, 2014155Oct 13, 201449Dec 22, 2014204
-10.85%Sep 17, 201242Nov 15, 201231Jan 2, 201373
-9.36%Jan 20, 201014Feb 8, 201016Mar 3, 201030
-9.04%Jan 29, 20189Feb 8, 201820Mar 9, 201829

IWOVolatility Chart

Current iShares Russell 2000 Growth ETF volatility is 12.94%. 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.


IWO (iShares Russell 2000 Growth ETF)
Benchmark (S&P 500)

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