Performance analysis of IWC (ISHARES MICRO-CAP ETF)
Annual Return
Over the past 3 years, IWC has had an average annual return of +21.76%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, IWC has had an average annual return of +5.47%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, IWC has had an average annual return of +11.36%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Aug 16, 2005, IWC has had an average annual return of +7.75%, underperforming the benchmark SPY, which returned +11.17% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +18.97% | +22.45% | +13.63% | +9% | -21.93% | +18.68% | +20.88% | +22.20% | -13.12% | +12.79% | +20.65% | -5.00% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | ||
| +3.64% | +45.20% | +19.52% | -9.84% | +29.57% | +23.71% | -39.02% | -9.01% | +14.89% | +2.82% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.82% | +0.78% | -4.95% | +12.22% | +6.70% | -1.98% | +18.97% | ||||||
| 2025 | -0.29% | -5.25% | -9.75% | -0.29% | +8.19% | +6.97% | +2.30% | +8.99% | +5.03% | +4.78% | +0.73% | +0.67% | +22.45% |
| 2024 | -4.02% | +6.47% | +2.43% | -8.03% | +5.43% | -2.70% | +12.43% | -3.22% | -0.25% | +0.54% | +11.65% | -5.55% | +13.63% |
| 2023 | +9.59% | -2.88% | -8.68% | -2.87% | +1.29% | +6.56% | +5.49% | -6.55% | -6.69% | -7.07% | +9.52% | +14.29% | +9% |
| 2022 | -9.98% | +1.15% | +1.37% | -10.37% | -0.19% | -9.59% | +10.08% | +0.33% | -9.52% | +9.49% | -0.54% | -3.90% | -21.93% |
| 2021 | +14% | +6.18% | +2.44% | -0.03% | +1.82% | +2.10% | -5.77% | +3.52% | -2.87% | +2.23% | -5.23% | +0.33% | +18.68% |
| 2020 | -4.62% | -6.94% | -23.77% | +15.44% | +6.88% | +5.80% | +1.48% | +5.96% | -3.26% | +1.46% | +20.50% | +7.61% | +20.88% |
| 2019 | +10.27% | +5.64% | -3.18% | +2.04% | -6.85% | +5.97% | -1.02% | -6.33% | +2.42% | +2.61% | +4.60% | +5.54% | +22.20% |
| 2018 | +2.22% | -3.04% | +1.45% | +1.35% | +7.33% | +1.09% | -0.02% | +4.31% | -3.08% | -11.10% | -0.35% | -12.25% | -13.12% |
| 2017 | -1.97% | +1.03% | +0.97% | +1.05% | -2.50% | +5.38% | -0.60% | -0.87% | +8.32% | -0.10% | +2.38% | -0.50% | +12.79% |
Drawdown analysis of IWC (ISHARES MICRO-CAP ETF)
The maximum drawdown for the IWC was -64.61%, occurring on Mar 9, 2009. Recovery took 1007 trading sessions.
The current IWC drawdown is -2.90%.
Since Aug 16, 2005 IWC has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 3 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 |
|---|---|---|---|---|---|---|
| -64.61% | Jun 19, 2007 | 433 | Mar 9, 2009 | 1007 | Mar 8, 2013 | 1440 |
| -47.20% | Aug 31, 2018 | 387 | Mar 18, 2020 | 174 | Nov 23, 2020 | 561 |
| -41.06% | Mar 12, 2021 | 662 | Oct 27, 2023 | 473 | Sep 18, 2025 | 1135 |
| -28.69% | Jun 23, 2015 | 161 | Feb 11, 2016 | 197 | Nov 21, 2016 | 358 |
| -16.65% | Mar 5, 2014 | 153 | Oct 10, 2014 | 108 | Mar 18, 2015 | 261 |
| -15.04% | May 5, 2006 | 68 | Aug 11, 2006 | 95 | Dec 27, 2006 | 163 |
| -12.43% | Jan 22, 2026 | 46 | Mar 30, 2026 | 11 | Apr 15, 2026 | 57 |
| -9.98% | Oct 15, 2025 | 26 | Nov 20, 2025 | 9 | Dec 4, 2025 | 35 |
| -8.81% | Jan 23, 2018 | 12 | Feb 8, 2018 | 20 | Mar 9, 2018 | 32 |
| -8.63% | Feb 22, 2007 | 7 | Mar 5, 2007 | 62 | Jun 1, 2007 | 69 |
| -8.61% | Sep 12, 2005 | 22 | Oct 12, 2005 | 35 | Dec 1, 2005 | 57 |
| -8.24% | Feb 9, 2021 | 16 | Mar 4, 2021 | 4 | Mar 10, 2021 | 20 |
| -8.07% | Jan 22, 2014 | 10 | Feb 5, 2014 | 15 | Feb 27, 2014 | 25 |
| -7.28% | Mar 12, 2018 | 14 | Apr 2, 2018 | 29 | May 11, 2018 | 43 |
| -6.89% | Jul 25, 2017 | 18 | Aug 18, 2017 | 20 | Sep 18, 2017 | 38 |
| -6.33% | May 6, 2026 | 9 | May 19, 2026 | 4 | May 26, 2026 | 13 |
| -6.28% | Jan 4, 2017 | 53 | Mar 22, 2017 | 24 | Apr 26, 2017 | 77 |
| -5.50% | Apr 23, 2015 | 8 | May 5, 2015 | 25 | Jun 10, 2015 | 33 |
| -5.49% | Oct 5, 2017 | 29 | Nov 15, 2017 | 9 | Nov 29, 2017 | 38 |
| -5.03% | Jul 25, 2013 | 17 | Aug 19, 2013 | 20 | Sep 17, 2013 | 37 |
| -4.83% | Dec 11, 2025 | 13 | Dec 31, 2025 | 6 | Jan 9, 2026 | 19 |
| -4.76% | Jul 9, 2018 | 15 | Jul 30, 2018 | 24 | Aug 31, 2018 | 39 |
| -4.71% | Mar 25, 2013 | 17 | Apr 18, 2013 | 11 | May 3, 2013 | 28 |
| -4.41% | Apr 26, 2017 | 15 | May 17, 2017 | 18 | Jun 13, 2017 | 33 |
| -4.11% | Apr 20, 2026 | 7 | Apr 29, 2026 | 2 | May 1, 2026 | 9 |