- ISIN
- US09253F8041
- CUSIP
- 09253F804
- Issuer
- BlackRock
- Inception Date
- Apr 9, 1997
- Category
- Small Cap Blend Equities
- Min. Investment
- $2,000,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Small-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
MASKX Performance Chart
iShares Russell 2000 Small-Cap Index Fund (MASKX) is up 20.6% since the beginning of the year. MASKX is currently trading at $32 per share. Investors who bought $1,000 worth of MASKX shares 5 years ago would now be looking at an investment worth $1,422.
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Returns By Period
iShares Russell 2000 Small-Cap Index Fund (MASKX) has returned 20.64% so far this year and 42.89% over the past 12 months. Over the last ten years, MASKX has returned 11.36% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
iShares Russell 2000 Small-Cap Index Fund
- 1D
- 2.09%
- 1M
- 3.97%
- YTD
- 20.64%
- 6M
- 17.09%
- 1Y
- 42.89%
- 3Y*
- 18.21%
- 5Y*
- 7.29%
- 10Y*
- 11.36%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
MASKX Monthly Returns History
Based on dividend-adjusted daily data since Apr 8, 1997, MASKX's average daily return is +0.04%, while the average monthly return is +0.88%. At this rate, an investment would double in approximately 6.6 years.
Historically, 62% of months were positive and 38% were negative. The best month was Nov 2020 with a return of +18.4%, while the worst month was Mar 2020 at -21.7%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.
On a daily basis, MASKX closed higher 52% of trading days. The best single day was Mar 24, 2020 with a return of +9.4%, while the worst single day was Mar 16, 2020 at -14.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.36% | 0.78% | -5.01% | 12.18% | 4.37% | 2.16% | 20.64% | ||||||
| 2025 | 2.62% | -5.35% | -6.79% | -2.31% | 5.33% | 5.41% | 1.72% | 7.15% | 3.10% | 1.82% | 0.95% | -0.58% | 12.76% |
| 2024 | -3.89% | 5.59% | 3.57% | -7.02% | 5.00% | -0.94% | 10.14% | -1.49% | 0.68% | -1.46% | 10.97% | -8.30% | 11.35% |
| 2023 | 9.77% | -1.67% | -4.78% | -1.78% | -0.93% | 8.08% | 6.11% | -4.97% | -5.91% | -6.82% | 9.03% | 12.31% | 16.99% |
| 2022 | -9.63% | 1.03% | 1.28% | -9.91% | 0.19% | -8.23% | 10.46% | -2.07% | -9.59% | 11.02% | 2.39% | -6.51% | -20.39% |
| 2021 | 5.04% | 6.18% | 1.00% | 2.09% | 0.22% | 1.90% | -3.61% | 2.24% | -2.94% | 4.25% | -4.18% | 2.08% | 14.54% |
Benchmark Metrics
iShares Russell 2000 Small-Cap Index Fund has an annualized alpha of 0.94%, beta of 1.06, and R2 of 0.74 versus S&P 500 Index. Calculated based on daily prices since April 08, 1997.
- This fund captured 115.71% of S&P 500 Index gains and 111.47% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- With beta of 1.06 and R2 of 0.74, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 0.94%
- Beta
- 1.06
- R²
- 0.74
- Upside Capture
- 115.71%
- Downside Capture
- 111.47%
Expense Ratio
MASKX has an expense ratio of 0.12%, which is considered low.
Return for Risk
Risk / Return Rank
MASKX ranks 68 for risk / return — better than 68% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares Russell 2000 Small-Cap Index Fund (MASKX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MASKX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.15 | ||
| Sortino ratioReturn per unit of downside risk | +0.23 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.37 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.89 | 2.78 | +1.11 |
| Martin ratioReturn relative to average drawdown | 13.78 | 12.44 | +1.34 |
Dividends
Dividend History
iShares Russell 2000 Small-Cap Index Fund provided a 2.60% dividend yield over the last twelve months, with an annual payout of $0.84 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.84 | $0.84 | $1.17 | $0.67 | $0.34 | $1.97 | $0.34 | $0.70 | $0.72 | $0.62 | $0.82 | $0.56 |
Dividend yield | 2.60% | 3.13% | 4.81% | 2.92% | 1.70% | 7.64% | 1.42% | 3.43% | 4.26% | 3.15% | 4.60% | 3.63% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Russell 2000 Small-Cap Index Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.81 | $0.84 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.00 | $0.00 | $1.09 | $1.17 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.67 | $0.67 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.34 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.00 | $0.00 | $1.86 | $1.97 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Russell 2000 Small-Cap Index Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares Russell 2000 Small-Cap Index Fund was 59.06%, occurring on Mar 9, 2009. Recovery took 488 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -59.06%Mar 2009 | 1y 7mo | 1y 11mo | 3y 7moJul 2007 - Feb 2011 |
Dot-com crash2000–2002 | -44.35%Oct 2002 | 2y 7mo | 1y 3mo | 3y 10moMar 2000 - Jan 2004 |
COVID crash2020 | -41.68%Mar 2020 | 1y 6mo | 7mo 26d | 2y 2moSep 2018 - Nov 2020 |
1998 bear market1998 | -36.40%Oct 1998 | 5mo 20d | 1y 2mo | 1y 8moApr 1998 - Dec 1999 |
Bear market2022 | -31.98%Jun 2022 | 7mo 9d | 2y 4mo | 2y 12moNov 2021 - Nov 2024 |
Drawdown Indicators
| MASKX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.06% | -56.78% | -2.28% |
Max Drawdown (1Y)Largest decline over 1 year | -11.01% | -9.10% | -1.91% |
Max Drawdown (3Y)Largest decline over 3 years | -27.53% | -18.90% | -8.63% |
Max Drawdown (5Y)Largest decline over 5 years | -31.98% | -25.43% | -6.55% |
Max Drawdown (10Y)Largest decline over 10 years | -41.68% | -33.92% | -7.76% |
Current DrawdownCurrent decline from peak | 0.00% | -1.80% | +1.80% |
Average DrawdownAverage peak-to-trough decline | -11.61% | -10.71% | -0.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.10% | 2.03% | +1.07% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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