Performance analysis of IWN (ISHARES RUSSELL 2000 VALUE ETF)
Annual Return
Over the past 3 years, IWN has had an average annual return of +16.91%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, IWN has had an average annual return of +9.34%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, IWN has had an average annual return of +10.23%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Jul 28, 2000, IWN has had an average annual return of +9.53%, outperforming the benchmark SPY, which returned +8.52% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +23.80% | +12.40% | +7.64% | +14.57% | -14.76% | +27.96% | +4.66% | +22.01% | -12.99% | +7.69% | +31.98% | -7.73% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +4.14% | +34.34% | +18.05% | -5.82% | +24.73% | +20.55% | -28.73% | -10.31% | +23.48% | +4.36% | +22.11% | +45.97% |
| 2002 | 2001 | 2000 | |||||||||
| -11.37% | +12.92% | +13.82% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.99% | +1.89% | -3.77% | +9.58% | +2.95% | +3.80% | +0.77% | +23.80% | |||||
| 2025 | +2.01% | -3.80% | -5.98% | -4.09% | +4.16% | +5.06% | +1.67% | +8.53% | +2.05% | +0.18% | +2.88% | +0.01% | +12.40% |
| 2024 | -4.63% | +3.28% | +4.17% | -6.15% | +4.59% | -1.86% | +12.42% | -2.03% | -0.02% | -1.48% | +9.72% | -8.51% | +7.64% |
| 2023 | +9.66% | -2.28% | -7.30% | -2.53% | -1.82% | +7.85% | +7.42% | -4.77% | -5.22% | -6.01% | +9.08% | +12.43% | +14.57% |
| 2022 | -5.85% | +1.53% | +2% | -7.80% | +1.93% | -9.90% | +9.62% | -3.06% | -10.26% | +12.71% | +2.83% | -6.60% | -14.76% |
| 2021 | +5.05% | +9.54% | +5.45% | +1.82% | +3.17% | -0.82% | -3.50% | +2.53% | -1.83% | +3.84% | -3.55% | +4.06% | +27.96% |
| 2020 | -5.24% | -9.63% | -25.08% | +12.53% | +3.12% | +2.84% | +2.09% | +5.37% | -4.68% | +3.69% | +19.06% | +7.99% | +4.66% |
| 2019 | +10.91% | +3.90% | -2.83% | +3.69% | -8.20% | +6.09% | +0.38% | -5.59% | +5.06% | +2.50% | +2.23% | +3.41% | +22.01% |
| 2018 | +1.22% | -4.99% | +1.12% | +1.85% | +5.83% | +0.42% | +1.81% | +2.39% | -2.47% | -8.91% | +1.58% | -12.13% | -12.99% |
| 2017 | -0.85% | +1.41% | -0.84% | +0.37% | -3.06% | +3.39% | +0.74% | -2.45% | +7.15% | +0.05% | +2.90% | -0.96% | +7.69% |
Drawdown analysis of IWN (ISHARES RUSSELL 2000 VALUE ETF)
The maximum drawdown for the IWN was -61.52%, occurring on Mar 9, 2009. Recovery took 889 trading sessions.
The current IWN drawdown is -0.57%.
Since Jul 28, 2000 IWN has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 6 times
- 10% or more: 14 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.52% | Jun 4, 2007 | 444 | Mar 9, 2009 | 889 | Sep 14, 2012 | 1333 |
| -46.08% | Aug 22, 2018 | 397 | Mar 23, 2020 | 186 | Dec 15, 2020 | 583 |
| -34.07% | May 2, 2002 | 111 | Oct 9, 2002 | 227 | Sep 4, 2003 | 338 |
| -26.70% | Nov 25, 2024 | 90 | Apr 8, 2025 | 112 | Sep 18, 2025 | 202 |
| -25.93% | Nov 8, 2021 | 495 | Oct 27, 2023 | 178 | Jul 16, 2024 | 673 |
| -22.54% | Jun 23, 2015 | 161 | Feb 11, 2016 | 122 | Aug 5, 2016 | 283 |
| -19.42% | Jun 29, 2001 | 54 | Sep 21, 2001 | 61 | Dec 18, 2001 | 115 |
| -12.38% | Jul 3, 2014 | 70 | Oct 13, 2014 | 53 | Dec 29, 2014 | 123 |
| -12.02% | May 9, 2006 | 24 | Jun 13, 2006 | 85 | Oct 12, 2006 | 109 |
| -11.86% | Jun 8, 2021 | 28 | Jul 19, 2021 | 76 | Nov 3, 2021 | 104 |
| -11.37% | Apr 5, 2004 | 24 | May 10, 2004 | 100 | Oct 1, 2004 | 124 |
| -10.57% | Sep 14, 2012 | 42 | Nov 15, 2012 | 24 | Dec 20, 2012 | 66 |
| -10.26% | Dec 28, 2004 | 84 | Apr 28, 2005 | 33 | Jun 15, 2005 | 117 |
| -10.14% | Aug 2, 2005 | 50 | Oct 12, 2005 | 59 | Jan 6, 2006 | 109 |
| -9.85% | Jul 26, 2024 | 6 | Aug 5, 2024 | 51 | Oct 16, 2024 | 57 |
| -9.75% | Mar 12, 2021 | 8 | Mar 24, 2021 | 47 | Jun 1, 2021 | 55 |
| -9.46% | Jan 23, 2018 | 12 | Feb 8, 2018 | 68 | May 17, 2018 | 80 |
| -8.86% | Sep 14, 2000 | 24 | Oct 18, 2000 | 37 | Dec 11, 2000 | 61 |
| -8.56% | Feb 15, 2001 | 24 | Mar 22, 2001 | 25 | Apr 27, 2001 | 49 |
| -8.45% | Feb 9, 2026 | 28 | Mar 20, 2026 | 15 | Apr 13, 2026 | 43 |
| -8.42% | Feb 22, 2007 | 7 | Mar 5, 2007 | 29 | Apr 16, 2007 | 36 |
| -7.17% | Jan 22, 2014 | 8 | Feb 3, 2014 | 20 | Mar 4, 2014 | 28 |
| -6.97% | Oct 24, 2025 | 19 | Nov 20, 2025 | 4 | Nov 26, 2025 | 23 |
| -6.70% | Mar 1, 2017 | 120 | Aug 21, 2017 | 24 | Sep 25, 2017 | 144 |
| -6.41% | Apr 2, 2014 | 30 | May 15, 2014 | 25 | Jun 20, 2014 | 55 |