PortfoliosLab logo

iShares Russell Top 200 Growth ETF (IWY)

ETF · Currency in USD
ISIN
US4642894384
CUSIP
464289438
Issuer
iShares
Inception Date
Sep 22, 2009
Region
North America (U.S.)
Category
Large Cap Growth Equities
Expense Ratio
0.20%
Index Tracked
Russell Top 200 Growth Index
ETF Home Page
www.ishares.com
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

IWYPrice Chart


Chart placeholderClick Calculate to get results

IWYPerformance

The chart shows the growth of $10,000 invested in iShares Russell Top 200 Growth ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $72,778 for a total return of roughly 627.78%. All prices are adjusted for splits and dividends.


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

IWYReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M3.11%0.43%
6M19.16%9.37%
YTD27.17%22.33%
1Y33.69%26.59%
5Y25.99%15.74%
10Y20.69%14.46%

IWYMonthly Returns Heatmap


Chart placeholderClick Calculate to get results

IWYSharpe 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 Growth ETF Sharpe ratio is 2.15. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


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

IWYDividends

iShares Russell Top 200 Growth ETF granted a 0.54% dividend yield in the last twelve months, as of Nov 27, 2021. The annual payout for that period amounted to $0.90 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$0.90$0.95$1.02$0.94$0.92$0.85$0.85$0.73$0.71$0.62$0.49$0.38

Dividend yield

0.54%0.71%1.06%1.32%1.26%1.51%1.58%1.44%1.56%1.80%1.58%1.27%

IWYDrawdowns Chart

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


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

IWYWorst Drawdowns

The table below shows the maximum drawdowns of the iShares Russell Top 200 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 Top 200 Growth ETF is 30.76%, recorded on Mar 23, 2020. It took 53 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-30.76%Feb 20, 202023Mar 23, 202053Jun 8, 202076
-22.16%Oct 2, 201858Dec 24, 201881Apr 23, 2019139
-15.77%Jul 25, 201150Oct 3, 201178Jan 25, 2012128
-15.46%Apr 26, 201049Jul 2, 201074Oct 18, 2010123
-12.42%Jul 21, 201526Aug 25, 201548Nov 2, 201574
-12.26%Dec 2, 201549Feb 11, 201645Apr 18, 201694
-11.89%Sep 3, 202014Sep 23, 202060Dec 17, 202074
-9.96%Jan 29, 20189Feb 8, 201881Jun 6, 201890
-9.27%Apr 3, 201242Jun 1, 201253Aug 16, 201295
-8.77%Feb 16, 202115Mar 8, 202121Apr 7, 202136

IWYVolatility Chart

Current iShares Russell Top 200 Growth ETF volatility is 16.59%. 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.


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

Portfolios with iShares Russell Top 200 Growth ETF


Loading data...

More Tools for iShares Russell Top 200 Growth ETF