Performance analysis of IWO (ISHARES RUSSELL 2000 GROWTH ETF)
Annual Return
Over the past 3 years, IWO has had an average annual return of +16.04%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, IWO has had an average annual return of +5.73%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, IWO has had an average annual return of +10.97%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Jul 28, 2000, IWO has had an average annual return of +7.12%, underperforming the benchmark SPY, which returned +8.52% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +18.30% | +12.90% | +15.04% | +18.52% | -26.27% | +2.54% | +34.68% | +28.47% | -9.42% | +22.25% | +11.68% | -1.34% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +5.86% | +43.33% | +14.83% | -3.00% | +29.40% | +34.60% | -38.50% | +6.86% | +13.19% | +4.02% | +13.86% | +49.29% |
| 2002 | 2001 | 2000 | |||||||||
| -30.29% | -10.39% | -14.94% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.12% | -0.32% | -6.37% | +14.68% | +5.81% | +3.58% | -3.14% | +18.30% | |||||
| 2025 | +3.16% | -6.77% | -7.55% | -0.78% | +6.34% | +6.15% | +1.50% | +6.05% | +4.13% | +3.33% | -0.78% | -1.34% | +12.90% |
| 2024 | -3.11% | +8.03% | +2.71% | -7.56% | +5.31% | -0.27% | +8.16% | -1.11% | +1.33% | -1.25% | +12.45% | -8.42% | +15.04% |
| 2023 | +9.99% | -1.23% | -2.47% | -1.16% | +0.17% | +8.21% | +4.69% | -5.26% | -6.67% | -7.66% | +9.11% | +11.95% | +18.52% |
| 2022 | -13.42% | +0.55% | +0.33% | -12.18% | -1.83% | -6.33% | +11.29% | -0.86% | -8.96% | +9.52% | +1.42% | -6.30% | -26.27% |
| 2021 | +4.77% | +3.12% | -2.84% | +1.95% | -2.76% | +4.59% | -3.73% | +1.85% | -3.84% | +4.71% | -4.99% | +0.43% | +2.54% |
| 2020 | -1.04% | -7.06% | -19.55% | +15.28% | +9.35% | +3.91% | +3.48% | +5.81% | -2.06% | +0.74% | +17.67% | +9.30% | +34.68% |
| 2019 | +11.57% | +6.45% | -1.28% | +2.96% | -7.36% | +7.27% | +1.30% | -4.32% | -0.82% | +3% | +5.77% | +2.26% | +28.47% |
| 2018 | +3.78% | -2.75% | +1.30% | +0.22% | +6.22% | +0.72% | +1.73% | +6.16% | -2.25% | -12.64% | +1.53% | -11.75% | -9.42% |
| 2017 | +1.49% | +2.57% | +1.09% | +1.89% | -0.84% | +3.33% | +0.99% | -0.06% | +5.46% | +1.48% | +2.85% | +0.17% | +22.25% |
Drawdown analysis of IWO (ISHARES RUSSELL 2000 GROWTH ETF)
The maximum drawdown for the IWO was -60.11%, occurring on Oct 9, 2002. Recovery took 1099 trading sessions.
The current IWO drawdown is -3.14%.
Since Jul 28, 2000 IWO has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 7 times
- 10% or more: 12 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.11% | Sep 1, 2000 | 525 | Oct 9, 2002 | 1099 | Feb 22, 2007 | 1624 |
| -57.62% | Oct 10, 2007 | 354 | Mar 9, 2009 | 452 | Dec 21, 2010 | 806 |
| -42.02% | Feb 9, 2021 | 341 | Jun 16, 2022 | 828 | Oct 6, 2025 | 1169 |
| -39.81% | Feb 19, 2020 | 20 | Mar 18, 2020 | 99 | Aug 7, 2020 | 119 |
| -29.23% | Apr 29, 2011 | 108 | Oct 3, 2011 | 240 | Sep 14, 2012 | 348 |
| -28.80% | Aug 31, 2018 | 78 | Dec 24, 2018 | 266 | Jan 15, 2020 | 344 |
| -28.69% | Jun 23, 2015 | 161 | Feb 11, 2016 | 209 | Dec 8, 2016 | 370 |
| -14.87% | Jan 22, 2026 | 46 | Mar 30, 2026 | 13 | Apr 17, 2026 | 59 |
| -14.44% | Mar 4, 2014 | 155 | Oct 13, 2014 | 49 | Dec 22, 2014 | 204 |
| -10.85% | Sep 14, 2012 | 42 | Nov 15, 2012 | 31 | Jan 2, 2013 | 73 |
| -10.26% | Jul 19, 2007 | 11 | Aug 3, 2007 | 44 | Oct 5, 2007 | 55 |
| -10.24% | Oct 15, 2025 | 26 | Nov 20, 2025 | 14 | Dec 11, 2025 | 40 |
| -9.04% | Jan 26, 2018 | 9 | Feb 8, 2018 | 20 | Mar 9, 2018 | 29 |
| -8.73% | Feb 22, 2007 | 7 | Mar 5, 2007 | 29 | Apr 16, 2007 | 36 |
| -7.76% | Sep 2, 2020 | 15 | Sep 24, 2020 | 7 | Oct 5, 2020 | 22 |
| -7.64% | Jan 22, 2014 | 10 | Feb 5, 2014 | 12 | Feb 24, 2014 | 22 |
| -7.47% | Oct 13, 2020 | 13 | Oct 30, 2020 | 4 | Nov 5, 2020 | 17 |
| -7.37% | Mar 12, 2018 | 14 | Apr 2, 2018 | 32 | May 16, 2018 | 46 |
| -6.09% | Jul 25, 2017 | 19 | Aug 21, 2017 | 19 | Sep 18, 2017 | 38 |
| -6.03% | Feb 18, 2011 | 18 | Mar 17, 2011 | 8 | Mar 29, 2011 | 26 |
| -5.59% | May 6, 2026 | 9 | May 19, 2026 | 4 | May 26, 2026 | 13 |
| -5.42% | Mar 14, 2013 | 24 | Apr 18, 2013 | 11 | May 3, 2013 | 35 |
| -5.27% | Apr 15, 2015 | 14 | May 5, 2015 | 26 | Jun 11, 2015 | 40 |
| -5.19% | Jun 20, 2018 | 5 | Jun 27, 2018 | 38 | Aug 21, 2018 | 43 |
| -5.04% | Jun 30, 2026 | 13 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |