Performance analysis of IWL (ISHARES RUSSELL TOP 200 ETF)
Annual Return
Over the past 3 years, IWL has had an average annual return of +20.47%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, IWL has had an average annual return of +13.20%, outperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, IWL has had an average annual return of +15.77%, outperforming the benchmark SPY, which returned +14.95% annual.
Since Sep 28, 2009, IWL has had an average annual return of +14.60%, outperforming the benchmark SPY, which returned +14.26% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8% | +19.09% | +27.13% | +29.79% | -19.89% | +27.79% | +22.10% | +31.42% | -3.28% | +22.90% | +10.65% | +1.74% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | ||||||
| +14.38% | +31.85% | +15.53% | +3.01% | +11.28% | +6.19% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.97% | -1.69% | -5.05% | +11.04% | +5.57% | -1.48% | -0.78% | +8% | |||||
| 2025 | +2.90% | -1.50% | -6.07% | -0.68% | +6.73% | +5.38% | +2.44% | +2% | +4.07% | +2.96% | -0.11% | +0.15% | +19.09% |
| 2024 | +2.20% | +5.32% | +2.89% | -3.95% | +5.41% | +4.32% | +0.53% | +2.50% | +2.07% | -0.80% | +5.86% | -1.62% | +27.13% |
| 2023 | +6.18% | -2.48% | +4.86% | +1.87% | +1.59% | +6.20% | +3.28% | -1.18% | -4.64% | -1.63% | +9.07% | +4.15% | +29.79% |
| 2022 | -5.08% | -3.50% | +3.83% | -9.45% | -0.16% | -7.82% | +9.12% | -4.14% | -9.18% | +7.64% | +5.06% | -5.93% | -19.89% |
| 2021 | -0.97% | +1.92% | +4.29% | +5.35% | +0.36% | +2.91% | +2.50% | +3.04% | -4.78% | +7.24% | -0.49% | +3.95% | +27.79% |
| 2020 | +0.48% | -7.84% | -11.13% | +12.93% | +4.69% | +2.12% | +5.77% | +8.67% | -4.21% | -3.23% | +11.02% | +3.89% | +22.10% |
| 2019 | +7.52% | +2.98% | +1.93% | +4.25% | -6.53% | +7.02% | +1.69% | -1.55% | +1.69% | +2.36% | +4.02% | +3.01% | +31.42% |
| 2018 | +6.13% | -3.20% | -3.41% | +0.43% | +2.72% | +0.61% | +3.72% | +3.37% | +0.86% | -6.59% | +1.74% | -8.62% | -3.28% |
| 2017 | +1.70% | +4.23% | +0.31% | +1.15% | +1.29% | +0.83% | +1.96% | +0.60% | +1.88% | +2.69% | +2.69% | +1.53% | +22.90% |
Drawdown analysis of IWL (ISHARES RUSSELL TOP 200 ETF)
The maximum drawdown for the IWL was -32.71%, occurring on Mar 23, 2020. Recovery took 92 trading sessions.
The current IWL drawdown is -2.65%.
Since Sep 28, 2009 IWL has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.71% | Feb 19, 2020 | 23 | Mar 23, 2020 | 92 | Aug 3, 2020 | 115 |
| -25.64% | Jan 3, 2022 | 195 | Oct 12, 2022 | 292 | Dec 11, 2023 | 487 |
| -19.31% | Oct 2, 2018 | 57 | Dec 24, 2018 | 80 | Apr 22, 2019 | 137 |
| -19.15% | Feb 19, 2025 | 34 | Apr 8, 2025 | 54 | Jun 26, 2025 | 88 |
| -17.77% | May 2, 2011 | 107 | Oct 3, 2011 | 85 | Feb 3, 2012 | 192 |
| -15.37% | Apr 15, 2010 | 55 | Jul 2, 2010 | 88 | Nov 5, 2010 | 143 |
| -12.40% | Jul 20, 2015 | 143 | Feb 11, 2016 | 47 | Apr 20, 2016 | 190 |
| -10.06% | Jan 26, 2018 | 44 | Apr 2, 2018 | 80 | Jul 25, 2018 | 124 |
| -10.01% | Sep 2, 2020 | 14 | Sep 23, 2020 | 38 | Nov 16, 2020 | 52 |
| -9.83% | Jan 12, 2026 | 53 | Mar 30, 2026 | 11 | Apr 15, 2026 | 64 |
| -9.42% | Apr 2, 2012 | 43 | Jun 4, 2012 | 51 | Aug 15, 2012 | 94 |
| -9.04% | Jul 10, 2024 | 18 | Aug 5, 2024 | 32 | Sep 19, 2024 | 50 |
| -7.73% | Jan 19, 2010 | 13 | Feb 5, 2010 | 27 | Mar 17, 2010 | 40 |
| -7.69% | Oct 4, 2012 | 28 | Nov 15, 2012 | 33 | Jan 4, 2013 | 61 |
| -7.39% | Sep 19, 2014 | 19 | Oct 16, 2014 | 11 | Oct 31, 2014 | 30 |
| -7.03% | Apr 30, 2019 | 23 | Jun 3, 2019 | 13 | Jun 20, 2019 | 36 |
| -6.44% | Feb 18, 2011 | 17 | Mar 16, 2011 | 28 | Apr 26, 2011 | 45 |
| -5.99% | Jan 15, 2014 | 12 | Feb 3, 2014 | 18 | Feb 28, 2014 | 30 |
| -5.95% | Jul 26, 2019 | 20 | Aug 23, 2019 | 44 | Oct 25, 2019 | 64 |
| -5.43% | Sep 3, 2021 | 20 | Oct 4, 2021 | 12 | Oct 20, 2021 | 32 |
| -5.37% | Jun 8, 2016 | 13 | Jun 27, 2016 | 8 | Jul 8, 2016 | 21 |
| -5.36% | Oct 29, 2025 | 16 | Nov 20, 2025 | 23 | Dec 24, 2025 | 39 |
| -5.20% | Mar 28, 2024 | 15 | Apr 19, 2024 | 17 | May 14, 2024 | 32 |
| -5.19% | May 21, 2013 | 23 | Jun 24, 2013 | 12 | Jul 11, 2013 | 35 |
| -5.01% | Oct 20, 2009 | 10 | Nov 3, 2009 | 5 | Nov 10, 2009 | 15 |