Performance analysis of IWX (ISHARES RUSSELL TOP 200 VALUE ETF)
Annual Return
Over the past 3 years, IWX has had an average annual return of +18.88%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, IWX has had an average annual return of +11.09%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, IWX has had an average annual return of +11.67%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Sep 28, 2009, IWX has had an average annual return of +11.41%, underperforming the benchmark SPY, which returned +14.47% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +13.78% | +18.23% | +14.90% | +10.47% | -5.32% | +23.33% | +1.46% | +25.82% | -6.50% | +14.05% | +15.36% | -3.69% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | ||||||
| +13.16% | +31.79% | +16.36% | +1.15% | +10.64% | +3.66% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.62% | +1.55% | -4.67% | +8.42% | +3.24% | +0.38% | +13.78% | ||||||
| 2025 | +5.17% | +1.66% | -2.39% | -3.32% | +3.03% | +3.33% | -0.05% | +3.33% | +1.52% | +1.15% | +2.72% | +1.04% | +18.23% |
| 2024 | +1.13% | +2.96% | +4.94% | -3.67% | +2.88% | -0.62% | +4.71% | +3% | +1.15% | -1.07% | +5.93% | -6.61% | +14.90% |
| 2023 | +3.76% | -3.83% | +0.92% | +2.32% | -3.56% | +5.46% | +3.10% | -2.22% | -3.22% | -2.71% | +6.46% | +4.31% | +10.47% |
| 2022 | -1.36% | -1.49% | +2.75% | -5.58% | +1.98% | -7.53% | +5.54% | -2.90% | -8.21% | +10.59% | +6.11% | -3.51% | -5.32% |
| 2021 | -1.22% | +5% | +6.55% | +3.39% | +2.46% | -1.12% | +0.87% | +1.90% | -3.38% | +4.92% | -3.83% | +6.33% | +23.33% |
| 2020 | -2.17% | -9.40% | -14.33% | +10.13% | +2.92% | -1.73% | +3.64% | +4.17% | -2.55% | -2.35% | +13.05% | +3.27% | +1.46% |
| 2019 | +6.61% | +3.10% | +0.56% | +3.86% | -6.59% | +6.67% | +1.54% | -2.75% | +3.35% | +1.79% | +3.41% | +2.40% | +25.82% |
| 2018 | +4.41% | -4.22% | -3.22% | +0.50% | +0.27% | +0.12% | +4.21% | +1.50% | +0.46% | -4.00% | +3.39% | -9.20% | -6.50% |
| 2017 | +0.37% | +4.04% | -1.31% | -0.31% | -0.02% | +1.81% | +1.34% | -0.96% | +2.97% | +0.85% | +2.84% | +1.73% | +14.05% |
Drawdown analysis of IWX (ISHARES RUSSELL TOP 200 VALUE ETF)
The maximum drawdown for the IWX was -35.76%, occurring on Mar 23, 2020. Recovery took 197 trading sessions.
Since Sep 28, 2009 IWX has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.76% | Feb 12, 2020 | 27 | Mar 23, 2020 | 197 | Dec 31, 2020 | 224 |
| -20.52% | May 2, 2011 | 107 | Oct 3, 2011 | 103 | Mar 1, 2012 | 210 |
| -18.12% | Jan 12, 2022 | 180 | Sep 30, 2022 | 202 | Jul 24, 2023 | 382 |
| -17.34% | Jan 26, 2018 | 229 | Dec 24, 2018 | 85 | Apr 29, 2019 | 314 |
| -16.79% | Apr 23, 2010 | 49 | Jul 2, 2010 | 119 | Dec 21, 2010 | 168 |
| -14.98% | May 21, 2015 | 183 | Feb 11, 2016 | 102 | Jul 8, 2016 | 285 |
| -13.37% | Feb 19, 2025 | 34 | Apr 8, 2025 | 56 | Jun 30, 2025 | 90 |
| -10.01% | Jul 26, 2023 | 66 | Oct 27, 2023 | 32 | Dec 13, 2023 | 98 |
| -9.92% | Apr 2, 2012 | 43 | Jun 4, 2012 | 44 | Aug 6, 2012 | 87 |
| -8.52% | Jan 11, 2010 | 18 | Feb 5, 2010 | 28 | Mar 18, 2010 | 46 |
| -8.13% | Sep 19, 2014 | 18 | Oct 15, 2014 | 16 | Nov 6, 2014 | 34 |
| -7.93% | Oct 18, 2012 | 18 | Nov 15, 2012 | 31 | Jan 2, 2013 | 49 |
| -7.53% | Nov 29, 2024 | 14 | Dec 19, 2024 | 39 | Feb 19, 2025 | 53 |
| -6.83% | Jul 26, 2019 | 13 | Aug 14, 2019 | 21 | Sep 13, 2019 | 34 |
| -6.59% | Apr 30, 2019 | 22 | May 31, 2019 | 14 | Jun 20, 2019 | 36 |
| -6.59% | Feb 6, 2026 | 35 | Mar 30, 2026 | 12 | Apr 16, 2026 | 47 |
| -6.41% | Jan 15, 2014 | 12 | Feb 3, 2014 | 20 | Mar 4, 2014 | 32 |
| -6.15% | Oct 15, 2009 | 12 | Nov 2, 2009 | 11 | Nov 17, 2009 | 23 |
| -5.61% | Dec 29, 2014 | 20 | Jan 28, 2015 | 76 | May 18, 2015 | 96 |
| -5.56% | Nov 8, 2021 | 16 | Dec 1, 2021 | 11 | Dec 16, 2021 | 27 |
| -5.41% | Feb 17, 2011 | 18 | Mar 16, 2011 | 15 | Apr 6, 2011 | 33 |
| -5.08% | Aug 1, 2013 | 18 | Aug 27, 2013 | 36 | Oct 17, 2013 | 54 |
| -4.91% | Mar 28, 2024 | 13 | Apr 17, 2024 | 22 | May 17, 2024 | 35 |
| -4.89% | Dec 5, 2014 | 7 | Dec 16, 2014 | 4 | Dec 22, 2014 | 11 |
| -4.79% | May 30, 2013 | 17 | Jun 24, 2013 | 10 | Jul 9, 2013 | 27 |