iShares Russell 2000 ETF (IWM): Rolling Returns

Data Source: from January 1985 to February 2024 (~39 years)
Consolidated Returns as of 29 February 2024

Holding the iShares Russell 2000 ETF (IWM) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~39 years), the longest period with a negative return lasted 132 months (from March 1998 to February 2009).

This means that every rolling period of 133 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares Russell 2000 ETF (IWM) ETF: Historical Returns page.

Previous vs subsequent Returns

Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?

In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.

Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area

ISHARES RUSSELL 2000 ETF (IWM) ETF
Previous vs Next Returns - 10 Years annualized
Updated to February 2024

The annualized return of the last 10 years has been 7.09% (updated at Feb 29, 2024).

Rolling Returns

A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.

ISHARES RUSSELL 2000 ETF (IWM) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 March 1994 - 29 February 2024 (30 Years)
Data Source: 1 January 1985 - 29 February 2024 (~39 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -42.27 03/2008
02/2009
0.57$ -10.11 0.89$ 10.55 1.10$ 29.88 1.29$ 95.39 04/2020
03/2021
1.95$ 9.89 30.09%
2Y -28.64 03/2007
02/2009
0.50$ -3.95 0.92$ 9.81 1.20$ 21.38 1.47$ 46.88 03/2009
02/2011
2.15$ 1.58 20.77%
3Y -17.61 03/2006
02/2009
0.55$ 1.03 1.03$ 10.13 1.33$ 17.42 1.61$ 29.79 04/2003
03/2006
2.18$ -1.01 14.46%
4Y -10.15 03/2005
02/2009
0.65$ 1.55 1.06$ 9.30 1.42$ 15.29 1.76$ 25.18 03/2009
02/2013
2.45$ 10.07 11.18%
5Y -6.56 03/2004
02/2009
0.71$ 2.00 1.10$ 8.33 1.49$ 14.98 2.00$ 26.45 03/2009
02/2014
3.23$ 6.79 6.64%
6Y 0.72 10/2005
09/2011
1.04$ 3.87 1.25$ 8.51 1.63$ 13.26 2.11$ 22.72 03/2009
02/2015
3.41$ 6.58 0.00%
7Y -1.29 03/2002
02/2009
0.91$ 5.49 1.45$ 8.15 1.73$ 11.90 2.19$ 16.49 04/2009
03/2016
2.91$ 7.14 0.72%
8Y -1.11 03/2001
02/2009
0.91$ 5.73 1.56$ 7.98 1.84$ 11.55 2.39$ 18.76 03/2009
02/2017
3.95$ 10.41 0.75%
9Y -2.95 03/2000
02/2009
0.76$ 6.19 1.71$ 8.25 2.04$ 11.47 2.65$ 17.82 03/2009
02/2018
4.37$ 7.25 0.79%
10Y 1.48 03/1999
02/2009
1.15$ 5.73 1.74$ 8.77 2.31$ 11.21 2.89$ 16.53 03/2009
02/2019
4.61$ 7.09 0.00%
11Y -0.07 03/1998
02/2009
0.99$ 5.76 1.85$ 8.57 2.46$ 11.33 3.25$ 14.40 07/2010
06/2021
4.39$ 9.12 0.44%
12Y 2.28 03/1997
02/2009
1.31$ 5.51 1.90$ 8.22 2.57$ 11.25 3.59$ 17.04 03/2009
02/2021
6.60$ 9.51 0.00%
13Y 3.12 03/1996
02/2009
1.49$ 5.93 2.11$ 8.40 2.85$ 10.65 3.72$ 15.09 03/2009
02/2022
6.21$ 8.74 0.00%
14Y 3.97 10/1997
09/2011
1.72$ 6.44 2.39$ 8.04 2.95$ 9.80 3.70$ 13.43 03/2009
02/2023
5.83$ 10.30 0.00%
15Y 4.43 03/1994
02/2009
1.91$ 6.66 2.63$ 7.95 3.15$ 9.18 3.73$ 13.19 03/2009
02/2024
6.41$ 13.19 0.00%
16Y 5.11 03/2000
02/2016
2.21$ 7.03 2.96$ 7.95 3.40$ 9.35 4.18$ 11.67 10/2002
09/2018
5.84$ 8.52 0.00%
17Y 6.08 11/2006
10/2023
2.72$ 7.33 3.33$ 8.23 3.83$ 9.18 4.45$ 10.53 01/2003
12/2019
5.48$ 7.21 0.00%
18Y 6.06 03/1998
02/2016
2.88$ 7.39 3.61$ 8.37 4.24$ 9.17 4.84$ 12.10 04/2003
03/2021
7.81$ 7.35 0.00%
19Y 6.47 04/2001
03/2020
3.28$ 7.34 3.84$ 8.44 4.66$ 9.62 5.73$ 11.48 11/2002
10/2021
7.88$ 7.82 0.00%
20Y 5.30 04/2000
03/2020
2.80$ 7.62 4.34$ 8.55 5.15$ 9.63 6.29$ 10.31 10/2001
09/2021
7.12$ 7.89 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -42.28 03/2008
02/2009
0.57$ -12.90 0.87$ 7.58 1.07$ 26.55 1.26$ 90.41 04/2020
03/2021
1.90$ 6.99 33.81%
2Y -30.08 03/2007
02/2009
0.48$ -5.57 0.89$ 7.50 1.15$ 18.58 1.40$ 43.80 03/2009
02/2011
2.06$ -2.63 25.22%
3Y -19.37 03/2006
02/2009
0.52$ -1.82 0.94$ 7.45 1.24$ 14.90 1.51$ 26.27 04/2003
03/2006
2.01$ -6.18 18.77%
4Y -12.38 03/2005
02/2009
0.58$ -0.96 0.96$ 6.80 1.30$ 12.93 1.62$ 22.36 03/2009
02/2013
2.24$ 5.29 18.53%
5Y -8.97 03/2004
02/2009
0.62$ -0.56 0.97$ 6.08 1.34$ 12.64 1.81$ 23.89 03/2009
02/2014
2.91$ 2.58 17.61%
6Y -1.45 10/2005
09/2011
0.91$ 1.38 1.08$ 5.91 1.41$ 10.70 1.84$ 20.67 03/2009
02/2015
3.08$ 2.81 3.81%
7Y -3.77 03/2002
02/2009
0.76$ 2.65 1.20$ 5.37 1.44$ 9.84 1.92$ 14.71 10/2011
09/2018
2.61$ 3.55 2.53%
8Y -3.42 03/2001
02/2009
0.75$ 2.98 1.26$ 5.59 1.54$ 9.39 2.05$ 16.74 03/2009
02/2017
3.45$ 6.79 3.40%
9Y -5.33 03/2000
02/2009
0.61$ 3.54 1.36$ 5.77 1.65$ 9.01 2.17$ 15.75 03/2009
02/2018
3.72$ 4.03 3.56%
10Y -1.08 03/1999
02/2009
0.89$ 3.31 1.38$ 6.31 1.84$ 9.02 2.37$ 14.51 03/2009
02/2019
3.87$ 4.20 2.07%
11Y -2.51 03/1998
02/2009
0.75$ 3.24 1.42$ 6.23 1.94$ 9.08 2.60$ 12.30 03/2009
02/2020
3.58$ 6.33 3.06%
12Y -0.13 03/1997
02/2009
0.98$ 2.91 1.41$ 5.98 2.00$ 8.73 2.73$ 14.97 03/2009
02/2021
5.33$ 6.77 0.46%
13Y 0.64 03/1996
02/2009
1.08$ 3.47 1.55$ 6.04 2.14$ 8.23 2.79$ 12.54 03/2009
02/2022
4.64$ 5.99 0.00%
14Y 1.48 10/1997
09/2011
1.22$ 3.89 1.70$ 5.79 2.19$ 7.42 2.72$ 10.64 03/2009
02/2023
4.11$ 7.54 0.00%
15Y 1.88 03/1994
02/2009
1.32$ 4.30 1.87$ 5.53 2.24$ 6.93 2.73$ 10.39 03/2009
02/2024
4.40$ 10.39 0.00%
16Y 2.94 03/2000
02/2016
1.58$ 4.52 2.02$ 5.56 2.37$ 7.04 2.96$ 9.37 10/2002
09/2018
4.19$ 6.00 0.00%
17Y 3.49 11/2006
10/2023
1.79$ 4.95 2.27$ 5.78 2.60$ 6.75 3.03$ 8.26 01/2003
12/2019
3.85$ 4.61 0.00%
18Y 3.83 03/1998
02/2016
1.96$ 4.90 2.36$ 6.00 2.85$ 6.72 3.22$ 9.85 04/2003
03/2021
5.42$ 4.76 0.00%
19Y 4.34 04/2001
03/2020
2.24$ 4.98 2.51$ 6.04 3.04$ 7.20 3.74$ 9.06 10/2002
09/2021
5.19$ 5.15 0.00%
20Y 3.15 04/2000
03/2020
1.86$ 5.32 2.81$ 6.17 3.31$ 7.17 3.99$ 7.96 10/2001
09/2021
4.63$ 5.19 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -42.27 03/2008
02/2009
0.57$ -9.70 0.90$ 10.85 1.10$ 28.95 1.28$ 95.39 04/2020
03/2021
1.95$ 9.89 28.10%
2Y -28.64 03/2007
02/2009
0.50$ -2.86 0.94$ 9.91 1.20$ 21.04 1.46$ 46.88 03/2009
02/2011
2.15$ 1.58 19.02%
3Y -17.61 03/2006
02/2009
0.55$ 1.97 1.06$ 10.00 1.33$ 16.68 1.58$ 31.82 11/1990
10/1993
2.29$ -1.01 11.72%
4Y -10.15 03/2005
02/2009
0.65$ 1.76 1.07$ 9.82 1.45$ 16.32 1.83$ 25.18 03/2009
02/2013
2.45$ 10.07 8.75%
5Y -6.56 03/2004
02/2009
0.71$ 2.82 1.14$ 9.46 1.57$ 15.79 2.08$ 26.45 03/2009
02/2014
3.23$ 6.79 4.87%
6Y 0.72 10/2005
09/2011
1.04$ 4.30 1.28$ 9.38 1.71$ 14.41 2.24$ 22.72 03/2009
02/2015
3.41$ 6.58 0.00%
7Y -1.29 03/2002
02/2009
0.91$ 5.96 1.49$ 9.08 1.83$ 13.53 2.43$ 23.10 11/1990
10/1997
4.28$ 7.14 0.52%
8Y -1.11 03/2001
02/2009
0.91$ 6.28 1.62$ 9.18 2.01$ 13.86 2.82$ 18.76 03/2009
02/2017
3.95$ 10.41 0.53%
9Y -2.95 03/2000
02/2009
0.76$ 6.52 1.76$ 9.15 2.19$ 13.56 3.13$ 18.50 01/1991
12/1999
4.60$ 7.25 0.55%
10Y 1.48 03/1999
02/2009
1.15$ 6.54 1.88$ 9.76 2.53$ 12.35 3.20$ 17.90 11/1990
10/2000
5.18$ 7.09 0.00%
11Y -0.07 03/1998
02/2009
0.99$ 6.62 2.02$ 9.88 2.81$ 12.55 3.67$ 14.97 03/1989
02/2000
4.63$ 9.12 0.29%
12Y 2.28 03/1997
02/2009
1.31$ 6.67 2.17$ 9.74 3.05$ 12.07 3.92$ 17.04 03/2009
02/2021
6.60$ 9.51 0.00%
13Y 3.12 03/1996
02/2009
1.49$ 6.37 2.23$ 9.47 3.24$ 11.64 4.18$ 15.09 03/2009
02/2022
6.21$ 8.74 0.00%
14Y 3.97 10/1997
09/2011
1.72$ 6.90 2.54$ 9.13 3.39$ 11.54 4.61$ 14.28 12/1990
11/2004
6.47$ 10.30 0.00%
15Y 4.43 03/1994
02/2009
1.91$ 6.99 2.75$ 8.69 3.48$ 11.46 5.09$ 13.98 11/1990
10/2005
7.11$ 13.19 0.00%
16Y 5.11 03/2000
02/2016
2.21$ 7.08 2.98$ 8.50 3.68$ 10.96 5.27$ 14.39 11/1990
10/2006
8.59$ 8.52 0.00%
17Y 5.50 03/1992
02/2009
2.48$ 7.52 3.43$ 8.54 4.02$ 10.71 5.63$ 14.08 11/1990
10/2007
9.38$ 7.21 0.00%
18Y 6.06 03/1998
02/2016
2.88$ 7.66 3.77$ 8.72 4.50$ 10.66 6.19$ 12.57 12/1987
11/2005
8.43$ 7.35 0.00%
19Y 6.47 04/2001
03/2020
3.28$ 7.60 4.02$ 9.00 5.14$ 10.42 6.57$ 12.80 12/1987
11/2006
9.86$ 7.82 0.00%
20Y 5.30 04/2000
03/2020
2.80$ 7.87 4.54$ 9.14 5.74$ 10.16 6.91$ 12.08 12/1987
11/2007
9.78$ 7.89 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -42.28 03/2008
02/2009
0.57$ -11.70 0.88$ 7.47 1.07$ 25.64 1.25$ 90.41 04/2020
03/2021
1.90$ 6.99 33.12%
2Y -30.08 03/2007
02/2009
0.48$ -5.29 0.89$ 7.33 1.15$ 18.16 1.39$ 43.80 03/2009
02/2011
2.06$ -2.63 27.07%
3Y -19.37 03/2006
02/2009
0.52$ -1.44 0.95$ 6.99 1.22$ 14.20 1.48$ 28.03 11/1990
10/1993
2.09$ -6.18 18.39%
4Y -12.38 03/2005
02/2009
0.58$ -1.13 0.95$ 7.11 1.31$ 13.42 1.65$ 22.36 03/2009
02/2013
2.24$ 5.29 18.68%
5Y -8.97 03/2004
02/2009
0.62$ -0.26 0.98$ 6.54 1.37$ 13.10 1.85$ 23.89 03/2009
02/2014
2.91$ 2.58 16.55%
6Y -1.45 10/2005
09/2011
0.91$ 1.70 1.10$ 6.58 1.46$ 11.74 1.94$ 20.67 03/2009
02/2015
3.08$ 2.81 3.26%
7Y -3.77 03/2002
02/2009
0.76$ 3.18 1.24$ 6.35 1.53$ 11.05 2.08$ 19.78 11/1990
10/1997
3.53$ 3.55 1.81%
8Y -3.42 03/2001
02/2009
0.75$ 3.64 1.33$ 6.30 1.62$ 11.11 2.32$ 16.74 03/2009
02/2017
3.45$ 6.79 2.40%
9Y -5.33 03/2000
02/2009
0.61$ 3.86 1.40$ 6.35 1.74$ 10.74 2.50$ 15.75 03/2009
02/2018
3.72$ 4.03 2.48%
10Y -1.08 03/1999
02/2009
0.89$ 4.10 1.49$ 7.03 1.97$ 9.70 2.52$ 14.81 11/1990
10/2000
3.97$ 4.20 1.42%
11Y -2.51 03/1998
02/2009
0.75$ 4.07 1.55$ 7.12 2.13$ 9.47 2.70$ 12.30 03/2009
02/2020
3.58$ 6.33 2.06%
12Y -0.13 03/1997
02/2009
0.98$ 4.25 1.64$ 7.03 2.25$ 9.00 2.81$ 14.97 03/2009
02/2021
5.33$ 6.77 0.31%
13Y 0.64 03/1996
02/2009
1.08$ 3.86 1.63$ 6.89 2.37$ 8.65 2.94$ 12.54 03/2009
02/2022
4.64$ 5.99 0.00%
14Y 1.48 10/1997
09/2011
1.22$ 4.47 1.84$ 6.63 2.45$ 8.60 3.17$ 11.38 12/1990
11/2004
4.51$ 7.54 0.00%
15Y 1.88 03/1994
02/2009
1.32$ 4.54 1.94$ 6.24 2.47$ 8.55 3.42$ 10.98 11/1990
10/2005
4.76$ 10.39 0.00%
16Y 2.78 03/1993
02/2009
1.55$ 4.59 2.05$ 6.00 2.54$ 8.07 3.46$ 11.47 11/1990
10/2006
5.68$ 6.00 0.00%
17Y 2.88 03/1992
02/2009
1.61$ 5.02 2.29$ 6.06 2.72$ 7.75 3.55$ 11.10 11/1990
10/2007
5.98$ 4.61 0.00%
18Y 3.83 03/1998
02/2016
1.96$ 5.14 2.46$ 6.18 2.94$ 7.65 3.76$ 9.85 04/2003
03/2021
5.42$ 4.76 0.00%
19Y 4.05 03/1990
02/2009
2.12$ 5.10 2.57$ 6.40 3.24$ 7.43 3.89$ 9.53 12/1987
11/2006
5.63$ 5.15 0.00%
20Y 3.15 04/2000
03/2020
1.86$ 5.37 2.84$ 6.45 3.48$ 7.24 4.04$ 8.75 12/1987
11/2007
5.35$ 5.19 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.85% +95.39%
Apr 2020 - Mar 2021
-42.27%
Mar 2008 - Feb 2009
28.10%
129 out of 459
US Inflation Adjusted +7.47% +90.41%
Apr 2020 - Mar 2021
-42.28%
Mar 2008 - Feb 2009
33.12%
152 out of 459
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.91% +46.88%
Mar 2009 - Feb 2011
-28.64%
Mar 2007 - Feb 2009
19.02%
85 out of 447
US Inflation Adjusted +7.33% +43.80%
Mar 2009 - Feb 2011
-30.08%
Mar 2007 - Feb 2009
27.07%
121 out of 447
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.00% +31.82%
Nov 1990 - Oct 1993
-17.61%
Mar 2006 - Feb 2009
11.72%
51 out of 435
US Inflation Adjusted +6.99% +28.03%
Nov 1990 - Oct 1993
-19.37%
Mar 2006 - Feb 2009
18.39%
80 out of 435
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.82% +25.18%
Mar 2009 - Feb 2013
-10.15%
Mar 2005 - Feb 2009
8.75%
37 out of 423
US Inflation Adjusted +7.11% +22.36%
Mar 2009 - Feb 2013
-12.38%
Mar 2005 - Feb 2009
18.68%
79 out of 423
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.46% +26.45%
Mar 2009 - Feb 2014
-6.56%
Mar 2004 - Feb 2009
4.87%
20 out of 411
US Inflation Adjusted +6.54% +23.89%
Mar 2009 - Feb 2014
-8.97%
Mar 2004 - Feb 2009
16.55%
68 out of 411
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.38% +22.72%
Mar 2009 - Feb 2015
+0.72%
Oct 2005 - Sep 2011
0.00%
0 out of 399
US Inflation Adjusted +6.58% +20.67%
Mar 2009 - Feb 2015
-1.45%
Oct 2005 - Sep 2011
3.26%
13 out of 399
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.08% +23.10%
Nov 1990 - Oct 1997
-1.29%
Mar 2002 - Feb 2009
0.52%
2 out of 387
US Inflation Adjusted +6.35% +19.78%
Nov 1990 - Oct 1997
-3.77%
Mar 2002 - Feb 2009
1.81%
7 out of 387
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.18% +18.76%
Mar 2009 - Feb 2017
-1.11%
Mar 2001 - Feb 2009
0.53%
2 out of 375
US Inflation Adjusted +6.30% +16.74%
Mar 2009 - Feb 2017
-3.42%
Mar 2001 - Feb 2009
2.40%
9 out of 375
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.15% +18.50%
Jan 1991 - Dec 1999
-2.95%
Mar 2000 - Feb 2009
0.55%
2 out of 363
US Inflation Adjusted +6.35% +15.75%
Mar 2009 - Feb 2018
-5.33%
Mar 2000 - Feb 2009
2.48%
9 out of 363
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 10 Years (120 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.76% +17.90%
Nov 1990 - Oct 2000
+1.48%
Mar 1999 - Feb 2009
0.00%
0 out of 351
US Inflation Adjusted +7.03% +14.81%
Nov 1990 - Oct 2000
-1.08%
Mar 1999 - Feb 2009
1.42%
5 out of 351
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 11 Years (132 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.88% +14.97%
Mar 1989 - Feb 2000
-0.07%
Mar 1998 - Feb 2009
0.29%
1 out of 339
US Inflation Adjusted +7.12% +12.30%
Mar 2009 - Feb 2020
-2.51%
Mar 1998 - Feb 2009
2.06%
7 out of 339
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 12 Years (144 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.74% +17.04%
Mar 2009 - Feb 2021
+2.28%
Mar 1997 - Feb 2009
0.00%
0 out of 327
US Inflation Adjusted +7.03% +14.97%
Mar 2009 - Feb 2021
-0.13%
Mar 1997 - Feb 2009
0.31%
1 out of 327
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 13 Years (156 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.47% +15.09%
Mar 2009 - Feb 2022
+3.12%
Mar 1996 - Feb 2009
0.00%
0 out of 315
US Inflation Adjusted +6.89% +12.54%
Mar 2009 - Feb 2022
+0.64%
Mar 1996 - Feb 2009
0.00%
0 out of 315
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 14 Years (168 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.13% +14.28%
Dec 1990 - Nov 2004
+3.97%
Oct 1997 - Sep 2011
0.00%
0 out of 303
US Inflation Adjusted +6.63% +11.38%
Dec 1990 - Nov 2004
+1.48%
Oct 1997 - Sep 2011
0.00%
0 out of 303
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 15 Years (180 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.69% +13.98%
Nov 1990 - Oct 2005
+4.43%
Mar 1994 - Feb 2009
0.00%
0 out of 291
US Inflation Adjusted +6.24% +10.98%
Nov 1990 - Oct 2005
+1.88%
Mar 1994 - Feb 2009
0.00%
0 out of 291
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 16 Years (192 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.50% +14.39%
Nov 1990 - Oct 2006
+5.11%
Mar 2000 - Feb 2016
0.00%
0 out of 279
US Inflation Adjusted +6.00% +11.47%
Nov 1990 - Oct 2006
+2.78%
Mar 1993 - Feb 2009
0.00%
0 out of 279
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 17 Years (204 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.54% +14.08%
Nov 1990 - Oct 2007
+5.50%
Mar 1992 - Feb 2009
0.00%
0 out of 267
US Inflation Adjusted +6.06% +11.10%
Nov 1990 - Oct 2007
+2.88%
Mar 1992 - Feb 2009
0.00%
0 out of 267
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 18 Years (216 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.72% +12.57%
Dec 1987 - Nov 2005
+6.06%
Mar 1998 - Feb 2016
0.00%
0 out of 255
US Inflation Adjusted +6.18% +9.85%
Apr 2003 - Mar 2021
+3.83%
Mar 1998 - Feb 2016
0.00%
0 out of 255
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 19 Years (228 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.00% +12.80%
Dec 1987 - Nov 2006
+6.47%
Apr 2001 - Mar 2020
0.00%
0 out of 243
US Inflation Adjusted +6.40% +9.53%
Dec 1987 - Nov 2006
+4.05%
Mar 1990 - Feb 2009
0.00%
0 out of 243
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 20 Years (240 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.14% +12.08%
Dec 1987 - Nov 2007
+5.30%
Apr 2000 - Mar 2020
0.00%
0 out of 231
US Inflation Adjusted +6.45% +8.75%
Dec 1987 - Nov 2007
+3.15%
Apr 2000 - Mar 2020
0.00%
0 out of 231
20 Years Annualized Rolling Returns
Timeframes ending in every month
20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the iShares Russell 2000 ETF (IWM) ETF: Historical Returns page.