Performance analysis of IWM (ISHARES RUSSELL 2000 ETF)
Annual Return
Over the past 3 years, IWM has had an average annual return of +15.96%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, IWM has had an average annual return of +6.98%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, IWM has had an average annual return of +10.74%, underperforming the benchmark SPY, which returned +14.91% annual.
Since May 26, 2000, IWM has had an average annual return of +8.74%, outperforming the benchmark SPY, which returned +8.55% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +19.24% | +12.66% | +11.39% | +16.84% | -20.48% | +14.54% | +20.03% | +25.39% | -11.11% | +14.59% | +21.60% | -4.47% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +5.03% | +38.69% | +16.69% | -4.43% | +26.93% | +28.52% | -34.15% | -1.76% | +18.27% | +4.46% | +18.05% | +47.58% |
| 2002 | 2001 | 2000 | |||||||||
| -20.36% | +1.78% | +5.62% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.48% | +0.68% | -4.96% | +12.08% | +4.48% | +3.70% | -2.71% | +19.24% | |||||
| 2025 | +2.50% | -5.22% | -6.85% | -2.32% | +5.24% | +5.51% | +1.67% | +7.19% | +3.18% | +1.76% | +1.02% | -0.71% | +12.66% |
| 2024 | -3.90% | +5.63% | +3.48% | -6.85% | +5.04% | -1.12% | +10.34% | -1.69% | +0.71% | -1.42% | +11.07% | -8.37% | +11.39% |
| 2023 | +9.82% | -1.72% | -4.85% | -1.79% | -0.81% | +8.06% | +6.11% | -5.08% | -5.85% | -6.92% | +9.20% | +12.13% | +16.84% |
| 2022 | -9.54% | +1.03% | +1.15% | -9.90% | +0.19% | -8.36% | +10.56% | -2.00% | -9.65% | +11.16% | +2.20% | -6.52% | -20.48% |
| 2021 | +4.85% | +6.20% | +1.39% | +1.79% | +0.27% | +1.87% | -3.63% | +2.20% | -2.88% | +4.25% | -4.33% | +2.28% | +14.54% |
| 2020 | -3.10% | -8.85% | -21.48% | +13.85% | +6.59% | +3.42% | +2.92% | +5.48% | -3.25% | +2.20% | +18.24% | +8.65% | +20.03% |
| 2019 | +11.32% | +5.18% | -2.09% | +3.40% | -7.85% | +6.98% | +0.68% | -4.93% | +2.04% | +2.71% | +4.07% | +2.78% | +25.39% |
| 2018 | +2.56% | -3.84% | +1.22% | +0.98% | +6.16% | +0.62% | +1.65% | +4.31% | -2.32% | -10.99% | +1.73% | -11.97% | -11.11% |
| 2017 | +0.28% | +1.93% | +0.03% | +1.15% | -1.97% | +3.37% | +0.86% | -1.26% | +6.30% | +0.73% | +2.94% | -0.40% | +14.59% |
Drawdown analysis of IWM (ISHARES RUSSELL 2000 ETF)
The maximum drawdown for the IWM was -59.04%, occurring on Mar 9, 2009. Recovery took 488 trading sessions.
The current IWM drawdown is -2.71%.
Since May 26, 2000 IWM has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 4 times
- 20% or more: 7 times
- 10% or more: 13 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.04% | Jul 9, 2007 | 420 | Mar 9, 2009 | 488 | Feb 11, 2011 | 908 |
| -41.12% | Aug 31, 2018 | 390 | Mar 23, 2020 | 161 | Nov 9, 2020 | 551 |
| -38.67% | Jul 17, 2000 | 559 | Oct 9, 2002 | 254 | Oct 13, 2003 | 813 |
| -31.91% | Nov 8, 2021 | 152 | Jun 16, 2022 | 601 | Nov 6, 2024 | 753 |
| -28.92% | Apr 29, 2011 | 108 | Oct 3, 2011 | 239 | Sep 13, 2012 | 347 |
| -27.50% | Nov 25, 2024 | 90 | Apr 8, 2025 | 107 | Sep 11, 2025 | 197 |
| -25.68% | Jun 23, 2015 | 161 | Feb 11, 2016 | 191 | Nov 11, 2016 | 352 |
| -14.19% | Apr 5, 2004 | 90 | Aug 13, 2004 | 59 | Nov 5, 2004 | 149 |
| -14.14% | May 8, 2006 | 25 | Jun 13, 2006 | 108 | Nov 14, 2006 | 133 |
| -12.70% | Jul 3, 2014 | 70 | Oct 13, 2014 | 49 | Dec 22, 2014 | 119 |
| -12.14% | Dec 28, 2004 | 84 | Apr 28, 2005 | 46 | Jul 5, 2005 | 130 |
| -11.03% | Jan 22, 2026 | 46 | Mar 30, 2026 | 11 | Apr 15, 2026 | 57 |
| -10.72% | Sep 14, 2012 | 42 | Nov 15, 2012 | 31 | Jan 2, 2013 | 73 |
| -9.60% | Aug 2, 2005 | 50 | Oct 12, 2005 | 35 | Dec 1, 2005 | 85 |
| -9.55% | Mar 15, 2021 | 7 | Mar 24, 2021 | 154 | Nov 1, 2021 | 161 |
| -9.08% | Jan 23, 2018 | 12 | Feb 8, 2018 | 64 | May 11, 2018 | 76 |
| -8.90% | Mar 4, 2014 | 51 | May 15, 2014 | 32 | Jul 1, 2014 | 83 |
| -8.76% | Feb 22, 2007 | 7 | Mar 5, 2007 | 29 | Apr 16, 2007 | 36 |
| -8.48% | Oct 15, 2025 | 26 | Nov 20, 2025 | 9 | Dec 4, 2025 | 35 |
| -7.30% | Jan 22, 2014 | 8 | Feb 3, 2014 | 16 | Feb 26, 2014 | 24 |
| -7.00% | Jan 26, 2004 | 39 | Mar 22, 2004 | 9 | Apr 2, 2004 | 48 |
| -6.65% | Feb 9, 2021 | 16 | Mar 4, 2021 | 5 | Mar 11, 2021 | 21 |
| -6.40% | Jul 25, 2017 | 19 | Aug 21, 2017 | 23 | Sep 22, 2017 | 42 |
| -6.12% | Feb 18, 2011 | 17 | Mar 16, 2011 | 10 | Mar 30, 2011 | 27 |
| -5.47% | Nov 11, 2024 | 4 | Nov 15, 2024 | 6 | Nov 25, 2024 | 10 |