Performance analysis of IWD (ISHARES RUSSELL 1000 VALUE ETF)
Annual Return
Over the past 3 years, IWD has had an average annual return of +17.26%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, IWD has had an average annual return of +11.51%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, IWD has had an average annual return of +11.22%, underperforming the benchmark SPY, which returned +15.04% annual.
Since May 26, 2000, IWD has had an average annual return of +8.22%, underperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +18.45% | +15.68% | +14.18% | +11.36% | -7.74% | +24.95% | +2.72% | +26.13% | -8.42% | +13.45% | +17.26% | -3.97% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +13.17% | +32.09% | +17.46% | +0.12% | +15.49% | +19.17% | -36.47% | -0.72% | +22.49% | +6.64% | +16.12% | +30.08% |
| 2002 | 2001 | 2000 | |||||||||
| -15.57% | -6.24% | +8.98% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.53% | +2.58% | -4.90% | +8.23% | +2.90% | +2.20% | +2.07% | +18.45% | |||||
| 2025 | +4.54% | +0.43% | -2.78% | -3.13% | +3.48% | +3.43% | +0.61% | +3.18% | +1.42% | +0.48% | +2.64% | +0.66% | +15.68% |
| 2024 | +0.06% | +3.57% | +5.04% | -4.25% | +3.30% | -1.12% | +5.11% | +2.69% | +1.34% | -1.12% | +6.45% | -6.86% | +14.18% |
| 2023 | +5.14% | -3.53% | -0.50% | +1.56% | -3.89% | +6.63% | +3.52% | -2.70% | -3.88% | -3.56% | +7.56% | +5.55% | +11.36% |
| 2022 | -2.37% | -1.20% | +2.90% | -5.75% | +1.98% | -8.75% | +6.60% | -2.96% | -8.70% | +10.11% | +6.18% | -4.02% | -7.74% |
| 2021 | -0.94% | +5.99% | +6% | +3.96% | +2.27% | -1.20% | +0.85% | +1.95% | -3.55% | +5.13% | -3.57% | +6.30% | +24.95% |
| 2020 | -2.14% | -9.29% | -17.45% | +11.18% | +3.49% | -0.71% | +4% | +4.08% | -2.49% | -1.18% | +13.42% | +3.73% | +2.72% |
| 2019 | +7.64% | +3.20% | +0.65% | +3.45% | -6.40% | +7% | +0.96% | -3.00% | +3.62% | +1.41% | +3.08% | +2.66% | +26.13% |
| 2018 | +3.78% | -4.84% | -1.75% | +0.32% | +0.59% | +0.27% | +3.86% | +1.42% | +0.24% | -5.16% | +2.82% | -9.41% | -8.42% |
| 2017 | +0.61% | +3.49% | -0.97% | -0.19% | -0.17% | +1.66% | +1.29% | -1.20% | +2.92% | +0.74% | +3.05% | +1.58% | +13.45% |
Drawdown analysis of IWD (ISHARES RUSSELL 1000 VALUE ETF)
The maximum drawdown for the IWD was -60.09%, occurring on Mar 9, 2009. Recovery took 980 trading sessions.
The current IWD drawdown is -0.81%.
Since May 26, 2000 IWD has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 3 times
- 20% or more: 3 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.09% | Jun 4, 2007 | 444 | Mar 9, 2009 | 980 | Jan 29, 2013 | 1424 |
| -38.51% | Feb 13, 2020 | 26 | Mar 23, 2020 | 179 | Dec 4, 2020 | 205 |
| -34.08% | May 21, 2001 | 346 | Oct 9, 2002 | 307 | Dec 29, 2003 | 653 |
| -19.03% | Jan 12, 2022 | 180 | Sep 30, 2022 | 303 | Dec 14, 2023 | 483 |
| -18.31% | Jan 26, 2018 | 229 | Dec 24, 2018 | 86 | Apr 30, 2019 | 315 |
| -16.16% | May 21, 2015 | 183 | Feb 11, 2016 | 81 | Jun 8, 2016 | 264 |
| -15.71% | Nov 29, 2024 | 87 | Apr 8, 2025 | 59 | Jul 3, 2025 | 146 |
| -12.18% | Feb 12, 2001 | 27 | Mar 22, 2001 | 38 | May 16, 2001 | 65 |
| -7.85% | Sep 18, 2014 | 19 | Oct 15, 2014 | 15 | Nov 5, 2014 | 34 |
| -7.59% | Mar 5, 2004 | 45 | May 10, 2004 | 82 | Sep 7, 2004 | 127 |
| -7.25% | May 10, 2006 | 23 | Jun 13, 2006 | 45 | Aug 16, 2006 | 68 |
| -6.79% | Feb 27, 2026 | 21 | Mar 30, 2026 | 10 | Apr 14, 2026 | 31 |
| -6.77% | Mar 4, 2005 | 32 | Apr 20, 2005 | 41 | Jun 17, 2005 | 73 |
| -6.74% | Jul 26, 2019 | 13 | Aug 14, 2019 | 20 | Sep 12, 2019 | 33 |
| -6.50% | Sep 16, 2005 | 24 | Oct 20, 2005 | 22 | Nov 21, 2005 | 46 |
| -6.50% | Jun 2, 2000 | 39 | Jul 28, 2000 | 27 | Sep 6, 2000 | 66 |
| -6.42% | Sep 12, 2000 | 22 | Oct 12, 2000 | 12 | Oct 30, 2000 | 34 |
| -6.40% | Apr 30, 2019 | 22 | May 31, 2019 | 14 | Jun 20, 2019 | 36 |
| -6.06% | Feb 20, 2007 | 9 | Mar 5, 2007 | 29 | Apr 16, 2007 | 38 |
| -6.01% | Jan 15, 2014 | 12 | Feb 3, 2014 | 18 | Feb 28, 2014 | 30 |
| -6.00% | Nov 8, 2021 | 16 | Dec 1, 2021 | 17 | Dec 27, 2021 | 33 |
| -5.80% | Jun 23, 2016 | 2 | Jun 27, 2016 | 8 | Jul 8, 2016 | 10 |
| -5.47% | May 21, 2013 | 23 | Jun 24, 2013 | 12 | Jul 11, 2013 | 35 |
| -5.42% | Mar 28, 2024 | 13 | Apr 17, 2024 | 59 | Jul 12, 2024 | 72 |
| -5.30% | Dec 29, 2014 | 22 | Jan 30, 2015 | 64 | May 4, 2015 | 86 |