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iShares Russell 3000 ETF (IWV)

ETF · Currency in USD
ISIN
US4642876894
CUSIP
464287689
Issuer
iShares
Inception Date
May 22, 2000
Region
North America (U.S.)
Category
Large Cap Growth Equities
Expense Ratio
0.20%
Index Tracked
Russell 3000 Index
ETF Home Page
www.ishares.com
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

IWVPrice Chart


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IWVPerformance

The chart shows the growth of $10,000 invested in iShares Russell 3000 ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $50,059 for a total return of roughly 400.59%. All prices are adjusted for splits and dividends.


IWV (iShares Russell 3000 ETF)
Benchmark (S&P 500)

IWVReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-0.11%0.43%
6M8.63%9.37%
YTD21.96%22.33%
1Y27.04%26.59%
5Y17.37%15.74%
10Y16.41%14.46%

IWVMonthly Returns Heatmap


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IWVSharpe 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 3000 ETF Sharpe ratio is 2.16. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


IWV (iShares Russell 3000 ETF)
Benchmark (S&P 500)

IWVDividends

iShares Russell 3000 ETF granted a 1.07% dividend yield in the last twelve months, as of Nov 27, 2021. The annual payout for that period amounted to $2.90 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$2.90$2.92$3.19$2.89$2.49$2.38$2.39$1.99$1.78$1.65$1.35$1.19

Dividend yield

1.07%1.30%1.69%1.97%1.58%1.79%1.99%1.62%1.61%1.95%1.81%1.59%

IWVDrawdowns Chart

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


IWV (iShares Russell 3000 ETF)
Benchmark (S&P 500)

IWVWorst Drawdowns

The table below shows the maximum drawdowns of the iShares Russell 3000 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 3000 ETF is 35.22%, recorded on Mar 23, 2020. It took 99 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-35.22%Feb 20, 202023Mar 23, 202099Aug 12, 2020122
-20.48%May 2, 2011108Oct 3, 201189Feb 9, 2012197
-20.14%Sep 21, 201865Dec 24, 201881Apr 23, 2019146
-16.11%Apr 26, 201049Jul 2, 201087Nov 4, 2010136
-15.16%Jun 24, 2015161Feb 11, 201681Jun 8, 2016242
-9.97%Mar 27, 201248Jun 4, 201252Aug 16, 2012100
-9.87%Jan 29, 20189Feb 8, 2018115Jul 25, 2018124
-9.3%Sep 3, 202014Sep 23, 202033Nov 9, 202047
-8.19%Jan 20, 201014Feb 8, 201020Mar 9, 201034
-7.58%Sep 17, 201242Nov 15, 201231Jan 2, 201373

IWVVolatility Chart

Current iShares Russell 3000 ETF volatility is 13.19%. 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.


IWV (iShares Russell 3000 ETF)
Benchmark (S&P 500)

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