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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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IWOPerformance

The chart shows the growth of $10,000 invested in IWO on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $48,103 for a total return of roughly 381.03%. All prices are adjusted for splits and dividends.


0.00%100.00%200.00%300.00%400.00%20122014201620182020
381.03%
259.57%
S&P 500

IWOReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-0.17%
YTD6.86%
6M28.04%
1Y80.93%
5Y19.30%
10Y13.63%

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 3.80. A Sharpe ratio of 3.0 or higher is considered excellent.

The chart below displays rolling 12-month Sharpe Ratio.


-1.000.001.002.003.004.0020122014201620182020
3.80

IWODividends

iShares Russell 2000 Growth ETF granted a 0.38% dividend yield in the last twelve months, as of Apr 7, 2021. The annual payout for that period amounted to $1.18 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$1.18$1.27$1.52$1.27$1.37$1.49$1.24$1.03$0.97$1.39$0.57$0.58
Dividend yield
0.38%0.44%0.71%0.76%0.73%0.97%0.89%0.73%0.72%1.46%0.68%0.66%

IWODrawdowns Chart


-40.00%-30.00%-20.00%-10.00%0.00%20122014201620182020
-8.99%

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 {{portfolioName}} 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
-14.44%Mar 5, 2014155Oct 13, 201449Dec 22, 2014204
-14.12%Feb 10, 202130Mar 24, 2021
-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 32.83%. The chart below displays rolling 10-day Close-to-Close volatility.


0.00%20.00%40.00%60.00%80.00%100.00%120.00%20122014201620182020
32.83%

Portfolios with iShares Russell 2000 Growth ETF


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