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iShares Russell 2500 ETF

SMMD
ETF · Currency in USD
ISIN
US46435G2681
CUSIP
46435G268
Issuer
iShares
Inception Date
Jul 6, 2017
Region
North America (U.S.)
Category
Small Cap Growth Equities
Expense Ratio
0.15%
Index Tracked
Russell 2500 Index
ETF Home Page
www.ishares.com
Asset Class
Equity
Asset Class Size
Multi-Cap
Asset Class Style
Blend

SMMDPrice Chart


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S&P 500

SMMDPerformance

The chart shows the growth of $10,000 invested in iShares Russell 2500 ETF on Jul 11, 2017 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $17,544 for a total return of roughly 75.44%. All prices are adjusted for splits and dividends.


SMMD (iShares Russell 2500 ETF)
Benchmark (S&P 500)

SMMDReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M1.70%
YTD15.27%
6M37.67%
1Y75.34%
5Y15.92%
10Y15.92%

SMMDMonthly Returns Heatmap


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SMMDSharpe 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 2500 ETF Sharpe ratio is 3.02. A Sharpe ratio of 3.0 or higher is considered excellent.

The chart below displays rolling 12-month Sharpe Ratio.


SMMD (iShares Russell 2500 ETF)
Benchmark (S&P 500)

SMMDDividends

iShares Russell 2500 ETF granted a 1.12% dividend yield in the last twelve months, as of May 3, 2021. The annual payout for that period amounted to $0.73 per share.


PeriodTTM2020201920182017
Dividend$0.73$0.75$0.72$0.94$0.30
Dividend yield
1.12%1.31%1.50%2.45%0.68%

SMMDDrawdowns Chart

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


SMMD (iShares Russell 2500 ETF)
Benchmark (S&P 500)

SMMDWorst Drawdowns

The table below shows the maximum drawdowns of the iShares Russell 2500 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 2500 ETF is 41.06%, recorded on Mar 23, 2020. It took 161 trading sessions for the portfolio to recover.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-41.06%Feb 21, 202022Mar 23, 2020161Nov 9, 2020183
-25.1%Sep 7, 201875Dec 24, 2018234Nov 27, 2019309
-8.98%Feb 2, 20186Feb 9, 201869May 21, 201875
-7.49%Mar 16, 20217Mar 24, 202121Apr 23, 202128
-5.78%Feb 25, 20216Mar 4, 20215Mar 11, 202111
-4.71%Jan 21, 20217Jan 29, 20214Feb 4, 202111
-4.29%Jul 27, 201720Aug 23, 201717Sep 18, 201737
-4.25%Jan 17, 202010Jan 31, 20209Feb 13, 202019
-3.5%Jun 21, 20188Jul 2, 201812Jul 19, 201820
-2.64%Feb 16, 20213Feb 18, 20214Feb 24, 20217

SMMDVolatility Chart

Current iShares Russell 2500 ETF volatility is 19.19%. 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.


SMMD (iShares Russell 2500 ETF)
Benchmark (S&P 500)

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