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iShares Russell 2500 ETF (SMMD)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISINUS46435G2681
CUSIP46435G268
IssueriShares
Inception DateJul 6, 2017
RegionNorth America (U.S.)
CategorySmall Cap Growth Equities
Index TrackedRussell 2500 Index
Home Pagewww.ishares.com
Asset ClassEquity

Asset Class Size

Multi-Cap

Asset Class Style

Blend

Expense Ratio

The iShares Russell 2500 ETF features an expense ratio of 0.15%, falling within the medium range.


0.50%1.00%1.50%2.00%0.15%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds to compare with SMMD

iShares Russell 2500 ETF

Popular comparisons: SMMD vs. DODGX, SMMD vs. XJR, SMMD vs. VOO, SMMD vs. IJH, SMMD vs. FNDA, SMMD vs. IJR, SMMD vs. AMECX, SMMD vs. IMCV, SMMD vs. IMCG, SMMD vs. IVV

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in iShares Russell 2500 ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


40.00%60.00%80.00%100.00%120.00%OctoberNovemberDecember2024FebruaryMarch
84.46%
116.66%
SMMD (iShares Russell 2500 ETF)
Benchmark (^GSPC)

S&P 500

Returns By Period

iShares Russell 2500 ETF had a return of 6.83% year-to-date (YTD) and 23.97% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date6.83%10.16%
1 month4.46%3.47%
6 months20.83%22.20%
1 year23.97%30.45%
5 years (annualized)10.03%13.16%
10 years (annualized)N/A10.89%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-2.74%5.23%
2023-3.81%-5.61%-6.04%9.02%10.71%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for iShares Russell 2500 ETF (SMMD) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
SMMD
iShares Russell 2500 ETF
1.49
^GSPC
S&P 500
2.79

Sharpe Ratio

The current iShares Russell 2500 ETF Sharpe ratio is 1.49. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
1.49
2.79
SMMD (iShares Russell 2500 ETF)
Benchmark (^GSPC)

Dividends

Dividend History

iShares Russell 2500 ETF granted a 1.32% dividend yield in the last twelve months. The annual payout for that period amounted to $0.86 per share.


PeriodTTM2023202220212020201920182017
Dividend$0.86$0.89$0.95$0.75$0.75$0.72$0.94$0.30

Dividend yield

1.32%1.44%1.79%1.12%1.31%1.50%2.45%0.68%

Monthly Dividends

The table displays the monthly dividend distributions for iShares Russell 2500 ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
2023$0.00$0.00$0.19$0.00$0.00$0.17$0.00$0.00$0.28$0.00$0.00$0.25
2022$0.00$0.00$0.16$0.00$0.00$0.17$0.00$0.00$0.41$0.00$0.00$0.22
2021$0.00$0.00$0.16$0.00$0.00$0.12$0.00$0.00$0.25$0.00$0.00$0.22
2020$0.00$0.00$0.17$0.00$0.00$0.13$0.00$0.00$0.20$0.00$0.00$0.25
2019$0.00$0.00$0.16$0.00$0.00$0.15$0.00$0.00$0.21$0.00$0.00$0.20
2018$0.00$0.00$0.11$0.00$0.00$0.00$0.17$0.00$0.14$0.00$0.00$0.52
2017$0.10$0.00$0.00$0.19

Drawdowns

Drawdowns Chart

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


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-2.94%
0
SMMD (iShares Russell 2500 ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the iShares Russell 2500 ETF. 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 2500 ETF was 41.06%, occurring on Mar 23, 2020. Recovery took 156 trading sessions.

The current iShares Russell 2500 ETF drawdown is 2.94%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-41.06%Feb 21, 202022Mar 23, 2020156Nov 9, 2020178
-28.26%Nov 9, 2021221Sep 26, 2022
-25.1%Sep 7, 201875Dec 24, 2018232Nov 27, 2019307
-8.98%Feb 2, 20186Feb 9, 201868May 21, 201874
-7.49%Mar 16, 20217Mar 24, 202121Apr 23, 202128

Volatility

Volatility Chart

The current iShares Russell 2500 ETF volatility is 3.64%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%OctoberNovemberDecember2024FebruaryMarch
3.64%
2.80%
SMMD (iShares Russell 2500 ETF)
Benchmark (^GSPC)