Performance analysis of IWB (ISHARES RUSSELL 1000 ETF)
Annual Return
Over the past 3 years, IWB has had an average annual return of +19.12%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, IWB has had an average annual return of +11.99%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, IWB has had an average annual return of +14.63%, underperforming the benchmark SPY, which returned +14.95% annual.
Since May 19, 2000, IWB has had an average annual return of +8.49%, outperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.20% | +17.18% | +24.32% | +26.41% | -19.19% | +26.32% | +20.78% | +31.05% | -4.87% | +21.53% | +12.03% | +0.79% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +13.08% | +32.78% | +16.51% | +1.23% | +16.06% | +28.34% | -37.40% | +5.32% | +15.41% | +6.33% | +10.98% | +29.61% |
| 2002 | 2001 | 2000 | |||||||||
| -22.30% | -12.13% | -4.97% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.34% | -0.58% | -5.01% | +10.17% | +5.11% | -0.62% | -0.85% | +9.20% | |||||
| 2025 | +3.10% | -1.74% | -5.77% | -0.67% | +6.37% | +5.05% | +2.29% | +2.12% | +3.31% | +2.25% | +0.20% | +0.03% | +17.18% |
| 2024 | +1.34% | +5.27% | +3.26% | -4.18% | +4.67% | +3.26% | +1.47% | +2.37% | +2.07% | -0.68% | +6.50% | -2.82% | +24.32% |
| 2023 | +6.64% | -2.38% | +3.17% | +1.23% | +0.47% | +6.70% | +3.46% | -1.74% | -4.79% | -2.39% | +9.33% | +5% | +26.41% |
| 2022 | -5.63% | -2.74% | +3.35% | -8.86% | -0.23% | -8.38% | +9.27% | -3.84% | -9.17% | +7.90% | +5.35% | -5.75% | -19.19% |
| 2021 | -0.79% | +2.89% | +3.84% | +5.34% | +0.46% | +2.44% | +2.10% | +2.86% | -4.60% | +6.90% | -1.27% | +3.97% | +26.32% |
| 2020 | +0.12% | -8.06% | -13.35% | +13.20% | +5.16% | +2.27% | +5.93% | +7.30% | -3.69% | -2.30% | +11.69% | +4.12% | +20.78% |
| 2019 | +8.21% | +3.40% | +1.77% | +3.94% | -6.33% | +6.87% | +1.64% | -1.87% | +1.79% | +2.10% | +3.81% | +2.80% | +31.05% |
| 2018 | +5.41% | -3.70% | -2.23% | +0.26% | +2.57% | +0.63% | +3.45% | +3.39% | +0.38% | -7.09% | +1.92% | -8.90% | -4.87% |
| 2017 | +1.93% | +3.81% | +0.09% | +1.04% | +1.28% | +0.72% | +1.91% | +0.32% | +2.06% | +2.31% | +3.02% | +1.23% | +21.53% |
Drawdown analysis of IWB (ISHARES RUSSELL 1000 ETF)
The maximum drawdown for the IWB was -55.38%, occurring on Mar 9, 2009. Recovery took 764 trading sessions.
The current IWB drawdown is -1.91%.
Since May 19, 2000 IWB has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.38% | Oct 9, 2007 | 355 | Mar 9, 2009 | 764 | Mar 19, 2012 | 1119 |
| -48.25% | Sep 1, 2000 | 525 | Oct 9, 2002 | 1011 | Oct 13, 2006 | 1536 |
| -34.60% | Feb 19, 2020 | 23 | Mar 23, 2020 | 97 | Aug 10, 2020 | 120 |
| -25.20% | Jan 3, 2022 | 195 | Oct 12, 2022 | 295 | Dec 14, 2023 | 490 |
| -19.71% | Sep 20, 2018 | 65 | Dec 24, 2018 | 75 | Apr 12, 2019 | 140 |
| -19.09% | Feb 19, 2025 | 34 | Apr 8, 2025 | 54 | Jun 26, 2025 | 88 |
| -14.25% | May 21, 2015 | 183 | Feb 11, 2016 | 77 | Jun 2, 2016 | 260 |
| -9.97% | Jan 26, 2018 | 9 | Feb 8, 2018 | 115 | Jul 25, 2018 | 124 |
| -9.87% | Apr 2, 2012 | 43 | Jun 4, 2012 | 52 | Aug 16, 2012 | 95 |
| -9.45% | Jul 19, 2007 | 19 | Aug 15, 2007 | 36 | Oct 5, 2007 | 55 |
| -9.33% | Sep 2, 2020 | 14 | Sep 23, 2020 | 35 | Nov 11, 2020 | 49 |
| -8.86% | Jan 27, 2026 | 43 | Mar 30, 2026 | 11 | Apr 15, 2026 | 54 |
| -8.43% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -7.58% | Sep 18, 2014 | 19 | Oct 15, 2014 | 12 | Oct 31, 2014 | 31 |
| -7.30% | Sep 14, 2012 | 42 | Nov 15, 2012 | 31 | Jan 2, 2013 | 73 |
| -6.65% | May 3, 2019 | 20 | Jun 3, 2019 | 13 | Jun 20, 2019 | 33 |
| -6.26% | Jul 17, 2000 | 9 | Jul 28, 2000 | 21 | Aug 28, 2000 | 30 |
| -6.11% | Jul 26, 2019 | 13 | Aug 14, 2019 | 52 | Oct 28, 2019 | 65 |
| -6.08% | Feb 20, 2007 | 9 | Mar 5, 2007 | 29 | Apr 16, 2007 | 38 |
| -5.79% | May 21, 2013 | 23 | Jun 24, 2013 | 12 | Jul 11, 2013 | 35 |
| -5.71% | Jun 8, 2016 | 13 | Jun 27, 2016 | 8 | Jul 8, 2016 | 21 |
| -5.62% | Jan 15, 2014 | 12 | Feb 3, 2014 | 10 | Feb 18, 2014 | 22 |
| -5.51% | Mar 27, 2024 | 16 | Apr 19, 2024 | 18 | May 15, 2024 | 34 |
| -5.20% | Sep 2, 2021 | 21 | Oct 4, 2021 | 12 | Oct 20, 2021 | 33 |
| -5.18% | Oct 28, 2025 | 17 | Nov 20, 2025 | 13 | Dec 10, 2025 | 30 |