Performance analysis of IWV (ISHARES RUSSELL 3000 ETF)
Annual Return
Over the past 3 years, IWV has had an average annual return of +18.91%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, IWV has had an average annual return of +11.69%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, IWV has had an average annual return of +14.37%, underperforming the benchmark SPY, which returned +14.91% annual.
Since May 26, 2000, IWV has had an average annual return of +8.54%, underperforming the benchmark SPY, which returned +8.55% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.65% | +16.96% | +23.49% | +25.84% | -19.28% | +25.54% | +20.55% | +30.66% | -5.41% | +20.97% | +12.64% | +0.34% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +12.39% | +33.01% | +16.44% | +0.77% | +16.85% | +28.26% | -37.15% | +4.69% | +15.53% | +6.07% | +11.70% | +30.65% |
| 2002 | 2001 | 2000 | |||||||||
| -21.64% | -11.47% | -3.32% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.50% | -0.51% | -4.93% | +10.12% | +5.06% | -0.35% | -0.94% | +9.65% | |||||
| 2025 | +3.06% | -1.88% | -5.78% | -0.88% | +6.36% | +5.08% | +2.27% | +2.31% | +3.44% | +2.15% | +0.27% | -0.05% | +16.96% |
| 2024 | +0.98% | +5.41% | +3.25% | -4.38% | +4.77% | +2.94% | +1.87% | +2.04% | +2.16% | -0.77% | +6.78% | -3.17% | +23.49% |
| 2023 | +6.79% | -2.43% | +2.76% | +1.08% | +0.43% | +6.77% | +3.57% | -1.98% | -4.75% | -2.62% | +9.34% | +5.32% | +25.84% |
| 2022 | -5.88% | -2.47% | +3.30% | -9.03% | -0.24% | -8.46% | +9.49% | -3.74% | -9.21% | +8.15% | +5.13% | -5.81% | -19.28% |
| 2021 | -0.46% | +3.15% | +3.67% | +5.27% | +0.31% | +2.37% | +1.71% | +2.83% | -4.48% | +6.71% | -1.36% | +3.76% | +25.54% |
| 2020 | -0.11% | -8.27% | -13.68% | +13.05% | +5.33% | +2.29% | +5.77% | +7.12% | -3.68% | -1.93% | +11.98% | +4.40% | +20.55% |
| 2019 | +8.49% | +3.51% | +1.42% | +3.92% | -6.41% | +6.88% | +1.59% | -2.11% | +1.83% | +2.14% | +3.79% | +2.80% | +30.66% |
| 2018 | +5.18% | -3.70% | -2.01% | +0.32% | +2.81% | +0.65% | +3.33% | +3.44% | +0.17% | -7.38% | +1.90% | -9.14% | -5.41% |
| 2017 | +1.80% | +3.70% | +0.06% | +1.03% | +0.99% | +0.90% | +1.91% | +0.12% | +2.47% | +2.16% | +2.98% | +1.13% | +20.97% |
Drawdown analysis of IWV (ISHARES RUSSELL 3000 ETF)
The maximum drawdown for the IWV was -55.61%, occurring on Mar 9, 2009. Recovery took 762 trading sessions.
The current IWV drawdown is -1.78%.
Since May 26, 2000 IWV has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.61% | Oct 9, 2007 | 355 | Mar 9, 2009 | 762 | Mar 15, 2012 | 1117 |
| -47.64% | Sep 1, 2000 | 525 | Oct 9, 2002 | 998 | Sep 26, 2006 | 1523 |
| -35.22% | Feb 19, 2020 | 23 | Mar 23, 2020 | 99 | Aug 12, 2020 | 122 |
| -25.11% | Dec 27, 2021 | 200 | Oct 12, 2022 | 297 | Dec 18, 2023 | 497 |
| -20.13% | Sep 20, 2018 | 65 | Dec 24, 2018 | 81 | Apr 23, 2019 | 146 |
| -19.27% | Feb 19, 2025 | 34 | Apr 8, 2025 | 55 | Jun 27, 2025 | 89 |
| -15.16% | Jun 23, 2015 | 161 | Feb 11, 2016 | 81 | Jun 8, 2016 | 242 |
| -9.96% | Mar 26, 2012 | 48 | Jun 4, 2012 | 52 | Aug 16, 2012 | 100 |
| -9.87% | Jan 26, 2018 | 9 | Feb 8, 2018 | 115 | Jul 25, 2018 | 124 |
| -9.79% | Jul 19, 2007 | 19 | Aug 15, 2007 | 36 | Oct 5, 2007 | 55 |
| -9.29% | Sep 2, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
| -8.89% | Jan 27, 2026 | 43 | Mar 30, 2026 | 10 | Apr 14, 2026 | 53 |
| -8.39% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -7.58% | Sep 14, 2012 | 42 | Nov 15, 2012 | 31 | Jan 2, 2013 | 73 |
| -7.56% | Sep 18, 2014 | 19 | Oct 15, 2014 | 12 | Oct 31, 2014 | 31 |
| -6.83% | May 3, 2019 | 20 | Jun 3, 2019 | 13 | Jun 20, 2019 | 33 |
| -6.56% | Jul 17, 2000 | 9 | Jul 28, 2000 | 21 | Aug 28, 2000 | 30 |
| -6.24% | Feb 20, 2007 | 9 | Mar 5, 2007 | 29 | Apr 16, 2007 | 38 |
| -6.13% | Jul 26, 2019 | 13 | Aug 14, 2019 | 52 | Oct 28, 2019 | 65 |
| -5.89% | Jun 8, 2016 | 13 | Jun 27, 2016 | 8 | Jul 8, 2016 | 21 |
| -5.79% | Jan 15, 2014 | 12 | Feb 3, 2014 | 14 | Feb 24, 2014 | 26 |
| -5.69% | May 21, 2013 | 23 | Jun 24, 2013 | 12 | Jul 11, 2013 | 35 |
| -5.64% | Mar 28, 2024 | 15 | Apr 19, 2024 | 18 | May 15, 2024 | 33 |
| -5.28% | Oct 28, 2025 | 17 | Nov 20, 2025 | 13 | Dec 10, 2025 | 30 |
| -5.12% | Nov 8, 2021 | 16 | Dec 1, 2021 | 17 | Dec 27, 2021 | 33 |