Performance analysis of IWY (ISHARES RUSSELL TOP 200 GROWTH ETF)
Annual Return
Over the past 3 years, IWY has had an average annual return of +25.50%, outperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, IWY has had an average annual return of +16.48%, outperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, IWY has had an average annual return of +19.58%, outperforming the benchmark SPY, which returned +15.44% annual.
Since Sep 28, 2009, IWY has had an average annual return of +17.34%, outperforming the benchmark SPY, which returned +14.47% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.20% | +18.19% | +34.89% | +46.50% | -29.91% | +31.05% | +39.01% | +36.20% | -0.70% | +31.69% | +6.83% | +7.91% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | ||||||
| +13.36% | +32.41% | +14.66% | +4.62% | +12.02% | +8.92% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.68% | -3.67% | -5.06% | +12.11% | +7.51% | -1.09% | +7.20% | ||||||
| 2025 | +1.28% | -3.31% | -8.34% | +1.53% | +8.27% | +6.42% | +3.68% | +1.11% | +6% | +3.90% | -1.93% | -0.58% | +18.19% |
| 2024 | +2.89% | +6.67% | +1.57% | -3.94% | +6.79% | +7.28% | -2.05% | +2.02% | +2.79% | -0.64% | +5.74% | +1.87% | +34.89% |
| 2023 | +8.26% | -1.36% | +8.15% | +1.55% | +5.60% | +6.60% | +3.49% | -0.55% | -5.56% | -0.92% | +10.77% | +4.02% | +46.50% |
| 2022 | -7.80% | -4.86% | +4.63% | -12.43% | -2.05% | -7.96% | +11.98% | -5.05% | -10.02% | +5.42% | +4.26% | -8.02% | -29.91% |
| 2021 | -0.86% | -0.43% | +2.62% | +7.01% | -1.31% | +6.12% | +3.82% | +3.84% | -5.82% | +9.02% | +1.83% | +2.42% | +31.05% |
| 2020 | +2.55% | -6.63% | -8.65% | +14.31% | +5.93% | +4.76% | +7.81% | +11.84% | -5.39% | -3.93% | +9.40% | +4.50% | +39.01% |
| 2019 | +8.11% | +3.02% | +3.19% | +4.63% | -6.47% | +6.96% | +1.97% | -0.49% | +0.31% | +3.06% | +4.37% | +3.42% | +36.20% |
| 2018 | +7.38% | -2.53% | -3.38% | +0.44% | +4.59% | +1.06% | +3.11% | +5.40% | +0.94% | -8.65% | +0.51% | -8.18% | -0.70% |
| 2017 | +3.36% | +4.52% | +1.45% | +2.45% | +2.62% | -0.33% | +2.83% | +2.16% | +0.81% | +4.22% | +2.84% | +1.01% | +31.69% |
Drawdown analysis of IWY (ISHARES RUSSELL TOP 200 GROWTH ETF)
The maximum drawdown for the IWY was -32.68%, occurring on Oct 14, 2022. Recovery took 292 trading sessions.
The current IWY drawdown is -1.82%.
Since Sep 28, 2009 IWY has experienced the following drawdowns:
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.68% | Dec 27, 2021 | 202 | Oct 14, 2022 | 292 | Dec 13, 2023 | 494 |
| -30.76% | Feb 19, 2020 | 23 | Mar 23, 2020 | 53 | Jun 8, 2020 | 76 |
| -23.21% | Dec 16, 2024 | 76 | Apr 8, 2025 | 55 | Jun 27, 2025 | 131 |
| -22.15% | Oct 1, 2018 | 58 | Dec 24, 2018 | 81 | Apr 23, 2019 | 139 |
| -16.63% | Oct 29, 2025 | 103 | Mar 30, 2026 | 28 | May 8, 2026 | 131 |
| -15.77% | Jul 22, 2011 | 50 | Oct 3, 2011 | 78 | Jan 25, 2012 | 128 |
| -15.46% | Apr 23, 2010 | 49 | Jul 2, 2010 | 74 | Oct 18, 2010 | 123 |
| -13.86% | Jul 10, 2024 | 18 | Aug 5, 2024 | 60 | Oct 29, 2024 | 78 |
| -12.42% | Jul 20, 2015 | 26 | Aug 25, 2015 | 48 | Nov 2, 2015 | 74 |
| -12.27% | Dec 1, 2015 | 49 | Feb 11, 2016 | 45 | Apr 18, 2016 | 94 |
| -11.88% | Sep 2, 2020 | 14 | Sep 23, 2020 | 60 | Dec 17, 2020 | 74 |
| -9.96% | Jan 26, 2018 | 9 | Feb 8, 2018 | 81 | Jun 6, 2018 | 90 |
| -9.27% | Apr 2, 2012 | 42 | Jun 1, 2012 | 53 | Aug 16, 2012 | 95 |
| -8.77% | Feb 12, 2021 | 15 | Mar 8, 2021 | 21 | Apr 7, 2021 | 36 |
| -8.33% | Sep 19, 2012 | 39 | Nov 15, 2012 | 45 | Jan 23, 2013 | 84 |
| -8.20% | May 3, 2019 | 20 | Jun 3, 2019 | 13 | Jun 20, 2019 | 33 |
| -8.06% | Jan 19, 2010 | 13 | Feb 5, 2010 | 26 | Mar 16, 2010 | 39 |
| -7.37% | Sep 7, 2021 | 19 | Oct 4, 2021 | 16 | Oct 26, 2021 | 35 |
| -7.04% | Feb 18, 2011 | 17 | Mar 16, 2011 | 28 | Apr 26, 2011 | 45 |
| -6.98% | Apr 29, 2011 | 33 | Jun 16, 2011 | 14 | Jul 7, 2011 | 47 |
| -6.76% | Sep 19, 2014 | 18 | Oct 15, 2014 | 11 | Oct 30, 2014 | 29 |
| -6.74% | Mar 22, 2024 | 19 | Apr 19, 2024 | 17 | May 14, 2024 | 36 |
| -6.29% | Jul 26, 2019 | 6 | Aug 5, 2019 | 58 | Oct 25, 2019 | 64 |
| -6.12% | Apr 26, 2021 | 12 | May 12, 2021 | 22 | Jun 14, 2021 | 34 |
| -6.08% | May 21, 2013 | 23 | Jun 24, 2013 | 14 | Jul 15, 2013 | 37 |