Last Update: 31 Aug 2021

Category: Stocks
ETF: iShares Russell 2000 ETF (IWM)

In the last 10 years, the iShares Russell 2000 ETF (IWM) ETF obtained a 13.62% compound annual return, with a 18.52% standard deviation.

In the last 20 years, a 9.61% compound annual return, with a 19.74% standard deviation.

In 2020, the portfolio granted a 1.24% dividend yield. If you are interested in getting periodic income, please refer to the iShares Russell 2000 ETF (IWM): Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Small Cap
  • Style: Blend
  • Region: North America
  • Country: U.S.

Capital Growth and Historical Returns

Capital growth, returns, stats are calculated assuming a reinvestment of dividends.

If you are interested in getting periodic income, please refer to the iShares Russell 2000 ETF (IWM): Dividend Yield page.

Capital Growth:

ETF Returns, up to December 2000, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

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Period Returns
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+2.20%
0.00%
1 - 0
3M
+0.34%
-3.63%
Jul 2021 - Jul 2021
2 - 1
6M
+3.83%
-3.63%
Jul 2021 - Jul 2021
5 - 1
YTD
+15.62%
-3.63%
Jul 2021 - Jul 2021
7 - 1
1Y
+46.87%
19.31%
-3.63%
Jul 2021 - Jul 2021
10 - 2
3Y
+10.65%
annualized
25.27%
-32.29%
Sep 2018 - Mar 2020
25 - 11
5Y
+14.33%
annualized
20.82%
-32.29%
Sep 2018 - Mar 2020
44 - 16
10Y
+13.62%
annualized
18.52%
-32.29%
Sep 2018 - Mar 2020
81 - 39
MAX
01 Jan 1985
+10.25%
annualized
19.79%
-52.47%
Jun 2007 - Feb 2009
278 - 162

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

iShares Russell 2000 ETF (IWM) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+11.48% +95.39%
Apr 2020 - Mar 2021
-42.27%
Mar 2008 - Feb 2009
25.64%
2 Years
+9.91% +46.88%
Mar 2009 - Feb 2011
-28.64%
Mar 2007 - Feb 2009
17.03%
3 Years
+9.60% +31.82%
Nov 1990 - Oct 1993
-17.61%
Mar 2006 - Feb 2009
12.10%
5 Years
+9.66% +26.45%
Mar 2009 - Feb 2014
-6.56%
Mar 2004 - Feb 2009
5.25%
7 Years
+9.74% +23.10%
Nov 1990 - Oct 1997
-1.29%
Mar 2002 - Feb 2009
0.56%
10 Years
+9.60% +17.90%
Nov 1990 - Oct 2000
+1.48%
Mar 1999 - Feb 2009
0.00%
15 Years
+9.11% +13.98%
Nov 1990 - Oct 2005
+4.43%
Mar 1994 - Feb 2009
0.00%
20 Years
+9.06% +12.08%
Dec 1987 - Nov 2007
+5.30%
Apr 2000 - Mar 2020
0.00%

* Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the iShares Russell 2000 ETF (IWM) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the iShares Russell 2000 ETF (IWM) ETF, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.

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Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
1.71
59%
1.65
62%
0.80
70%
1.71
65%
1.55
70%
0.72
59%
-0.27
54%
-0.01
57%
-0.57
53%
-0.53
58%
2.10
72%
2.96
78%
Best
Year
14.7
1985
16.5
2000
8.2
2010
15.4
2009
11.1
1997
9.3
2000
9.2
2009
7.6
2000
12.5
2010
15.1
2011
18.2
2020
12.0
1987
Worst
Year
-9.7
2009
-12.0
2009
-21.5
2020
-6.0
2000
-7.9
2019
-7.7
2010
-13.4
2002
-19.3
1998
-14.6
2001
-32.1
1987
-11.9
2008
-12.0
2018

For further information about the seasonality, check the Asset Class Seasonality page.

Investing in iShares Russell 2000 ETF (IWM) ETF: detail of monthly returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+15.62% 4.9 6.2 1.4 1.8 0.3 1.9 -3.6 2.2
2020
+20.03% -3.1 -8.9 -21.5 13.9 6.6 3.4 2.9 5.5 -3.3 2.2 18.2 8.7
2019
+25.39% 11.3 5.2 -2.1 3.4 -7.9 7.0 0.7 -4.9 2.0 2.7 4.1 2.8
2018
-11.11% 2.6 -3.8 1.2 1.0 6.2 0.6 1.7 4.3 -2.3 -11.0 1.7 -12.0
2017
+14.59% 0.3 1.9 0.0 1.2 -2.0 3.4 0.9 -1.3 6.3 0.7 2.9 -0.4
2016
+21.60% -8.6 -0.2 8.0 1.7 2.2 0.0 5.9 1.8 1.1 -4.6 11.1 2.9
2015
-4.47% -3.3 6.0 1.8 -2.6 2.2 0.8 -1.1 -6.3 -4.9 5.6 3.3 -5.0
2014
+5.03% -2.8 4.8 -0.8 -3.8 0.8 5.3 -6.1 4.8 -5.9 6.6 0.1 2.9
2013
+38.69% 6.2 1.0 4.7 -0.4 3.9 -0.8 7.3 -3.2 6.5 2.4 4.0 2.0
2012
+16.70% 7.2 2.6 2.5 -1.6 -6.6 5.1 -1.5 3.5 3.3 -2.2 0.6 3.6
2011
-4.44% -0.4 5.5 2.5 2.6 -1.8 -2.4 -3.4 -8.9 -11.2 15.1 -0.4 0.5
2010
+26.93% -3.7 4.5 8.2 5.7 -7.5 -7.7 6.7 -7.4 12.5 4.2 3.5 8.0
2009
+28.51% -9.7 -12.0 7.8 15.4 3.4 1.8 9.2 2.9 5.6 -6.5 3.1 7.9
2008
-34.13% -6.5 -2.9 -0.7 4.6 4.6 -7.5 3.7 3.6 -7.8 -21.0 -11.9 4.8
2007
-1.78% 1.7 -0.7 1.0 1.6 4.4 -1.4 -7.0 2.1 1.9 2.9 -6.9 -0.6
2006
+18.27% 8.4 0.3 4.9 0.3 -5.7 0.0 -2.9 3.0 0.6 5.9 2.4 0.4
2005
+4.46% -4.1 1.6 -2.8 -5.7 6.5 4.1 6.6 -2.0 0.1 -3.9 5.8 -0.7
2004
+18.05% 4.3 1.0 1.0 -5.5 2.2 4.2 -6.8 -1.5 5.3 2.1 9.2 2.4
2003
+47.90% -2.1 -3.0 0.2 10.3 10.9 1.2 6.5 4.8 -2.0 8.7 3.7 1.8
2002
-20.37% -0.2 -3.1 7.5 1.2 -4.7 -5.8 -13.4 -0.6 -8.0 4.1 8.5 -5.7
2001
+1.78% 5.4 -6.7 -4.6 8.3 2.2 3.1 -5.6 -2.4 -14.6 6.5 7.6 5.5
2000
-2.68% -1.7 16.5 -6.7 -6.0 -5.8 9.3 -3.4 7.6 -3.0 -4.3 -10.3 8.6
1999
+23.14% 1.2 -8.1 1.5 8.9 1.7 5.8 -2.2 -3.8 -0.1 0.4 6.0 11.5
1998
-2.61% -1.6 7.5 4.2 0.5 -5.4 -0.2 -8.0 -19.3 7.5 4.2 5.3 6.2
1997
+24.61% 2.3 -2.5 -4.7 0.4 11.1 5.2 5.4 2.2 7.3 -4.4 -0.5 1.7
1996
+18.10% 0.2 3.4 1.9 5.6 3.9 -3.8 -8.4 5.9 3.8 -1.5 4.4 2.4
1995
+28.74% -1.0 3.6 2.2 2.2 1.9 5.0 5.8 2.2 1.7 -4.3 3.9 2.8
1994
-0.50% 3.6 -0.4 -5.1 0.7 -0.8 -3.3 1.8 5.5 -0.3 -0.4 -3.9 2.6
1993
+18.72% 3.8 -1.9 3.1 -2.8 4.3 0.3 0.9 4.2 2.8 2.7 -2.9 3.3
1992
+18.20% 8.0 3.5 -3.4 -3.0 1.2 -4.8 3.6 -2.4 1.7 3.2 7.0 3.4
1991
+45.26% 8.6 11.4 6.9 -0.4 4.4 -5.5 3.8 4.1 0.4 2.7 -4.9 8.1
1990
-18.12% -8.3 2.0 4.8 -3.4 7.1 0.3 -4.3 -12.9 -8.9 -6.0 7.8 4.5
1989
+10.56% 4.9 -1.8 2.9 4.3 3.9 -3.2 3.2 4.2 -1.2 -6.7 0.5 -0.2
1988
+24.62% 3.8 9.0 5.0 3.3 -2.5 4.9 -1.2 -2.2 2.1 -0.8 -4.8 6.5
1987
-6.98% 12.7 8.0 0.4 -1.7 3.0 0.9 3.6 5.0 -0.9 -32.1 -9.0 12.0
1986
+0.21% 4.2 8.2 1.6 2.1 5.1 -0.4 -11.5 0.0 -9.9 3.9 0.5 -1.8
1985
+23.06% 14.7 3.2 -5.0 -0.7 4.4 0.2 0.2 -0.9 -8.6 4.0 6.1 5.2

ETF Returns, up to December 2000, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

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