Last Update: 31 Dec 2020

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

In the last 10 years, the iShares Russell 2000 ETF (IWM) ETF obtained a 11.21% compound annual return, with a 18.80% 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:
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Period Returns
Dec 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+8.65%
0.00%
1 - 0
3M
+31.30%
0.00%
3 - 0
6M
+37.90%
-3.25%
Sep 2020 - Sep 2020
5 - 1
YTD
+20.03%
34.74%
-30.65%
Jan 2020 - Mar 2020
8 - 4
1Y
+20.03%
34.74%
-30.65%
Jan 2020 - Mar 2020
8 - 4
3Y
+10.19%
annualized
25.25%
-32.29%
Sep 2018 - Mar 2020
25 - 11
5Y
+13.27%
annualized
21.32%
-32.29%
Sep 2018 - Mar 2020
42 - 18
10Y
+11.21%
annualized
18.80%
-32.29%
Sep 2018 - Mar 2020
77 - 43
MAX
01 Jan 2001
+8.73%
annualized
19.93%
-52.47%
Jun 2007 - Feb 2009
150 - 90

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns

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
+9.47% +65.21%
Apr 2003 - Mar 2004
-42.27%
Mar 2008 - Feb 2009
29.26%
2 Years
+9.17% +46.88%
Mar 2009 - Feb 2011
-28.64%
Mar 2007 - Feb 2009
20.74%
3 Years
+9.31% +29.79%
Apr 2003 - Mar 2006
-17.61%
Mar 2006 - Feb 2009
14.15%
5 Years
+8.81% +26.45%
Mar 2009 - Feb 2014
-6.56%
Mar 2004 - Feb 2009
7.18%
7 Years
+8.39% +16.49%
Apr 2009 - Mar 2016
-1.29%
Mar 2002 - Feb 2009
1.27%
10 Years
+8.82% +16.53%
Mar 2009 - Feb 2019
+4.97%
Mar 2006 - Feb 2016
0.00%
15 Years
+8.62% +11.56%
Apr 2003 - Mar 2018
+5.71%
Apr 2005 - Mar 2020
0.00%

* Annualized rolling and average returns over full calendar month periods

Seasonality and Yearly/Monthly Returns

iShares Russell 2000 ETF (IWM) ETF Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average 0.2 -0.3 0.9 2.6 1.0 0.7 0.2 -0.1 -0.7 1.0 3.5 1.5
Best 11.3
2019
6.0
2015
8.2
2010
15.4
2009
10.9
2003
7.0
2019
9.2
2009
5.5
2020
12.5
2010
15.1
2011
18.2
2020
8.7
2020
Worst -9.7
2009
-12.0
2009
-21.5
2020
-5.7
2005
-7.9
2019
-7.7
2010
-13.4
2002
-8.9
2011
-14.6
2001
-21.0
2008
-11.9
2008
-12.0
2018
Gain
Frequency
45 55 70 70 65 60 55 50 55 70 85 70

Detail of Monthly Returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
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
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