Performance analysis of SMMD (ISHARES RUSSELL 2500 ETF)
Annual Return
Over the past 3 years, SMMD has had an average annual return of +18.82%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, SMMD has had an average annual return of +7.90%, underperforming the benchmark SPY, which returned +14% annual.
Since Jul 7, 2017, SMMD has had an average annual return of +11.19%, underperforming the benchmark SPY, which returned +15.47% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +19.12% | +11.72% | +11.88% | +17.72% | -18.52% | +18.31% | +19.97% | +28.01% | -10.55% | +10.82% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.14% | +2.38% | -5.15% | +11.05% | +4.50% | +0.54% | +19.12% | ||||||
| 2025 | +3.40% | -4.56% | -6.52% | -1.96% | +5.98% | +4.65% | +1.82% | +5.30% | +1.80% | +0.64% | +1.47% | -0.06% | +11.72% |
| 2024 | -2.74% | +5.23% | +4.39% | -6.69% | +4.01% | -1.40% | +7.57% | -0.49% | +1.44% | -0.91% | +10.17% | -7.68% | +11.88% |
| 2023 | +9.99% | -2.12% | -3.83% | -1.30% | -1.68% | +8.34% | +5.01% | -3.81% | -5.60% | -6.03% | +9.02% | +10.72% | +17.72% |
| 2022 | -8.48% | +1.20% | +1.73% | -8.70% | +0.23% | -9.30% | +10.32% | -2.65% | -9.53% | +9.67% | +4.04% | -6.03% | -18.52% |
| 2021 | +2.52% | +6.69% | +1.57% | +3.77% | +0.12% | +1.55% | -1.87% | +2.39% | -3.15% | +4.73% | -3.73% | +2.90% | +18.31% |
| 2020 | -2.18% | -8.57% | -21.53% | +14.84% | +7.24% | +2.96% | +3.86% | +4.85% | -2.80% | +1.50% | +16.81% | +7.42% | +19.97% |
| 2019 | +11.60% | +4.56% | -0.73% | +3.56% | -7.16% | +7.08% | +1.15% | -3.96% | +1.77% | +1.91% | +4.23% | +2.22% | +28.01% |
| 2018 | +4.35% | -3.67% | -2.54% | +2.74% | +3.40% | +1.60% | +1.39% | +3.91% | -1.30% | -9.94% | +1.57% | -11.05% | -10.55% |
| 2017 | +1.26% | -2.44% | +5.70% | +1.89% | +1.58% | +2.54% | +10.82% |
Drawdown analysis of SMMD (ISHARES RUSSELL 2500 ETF)
The maximum drawdown for the SMMD was -41.06%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.
Since Jul 7, 2017 SMMD has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 4 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.06% | Feb 20, 2020 | 22 | Mar 23, 2020 | 161 | Nov 9, 2020 | 183 |
| -28.24% | Nov 8, 2021 | 221 | Sep 26, 2022 | 452 | Jul 16, 2024 | 673 |
| -25.50% | Nov 25, 2024 | 90 | Apr 8, 2025 | 103 | Sep 5, 2025 | 193 |
| -25.08% | Sep 6, 2018 | 75 | Dec 24, 2018 | 234 | Nov 27, 2019 | 309 |
| -9.66% | Feb 26, 2026 | 22 | Mar 30, 2026 | 9 | Apr 13, 2026 | 31 |
| -8.98% | Jan 29, 2018 | 9 | Feb 9, 2018 | 69 | May 21, 2018 | 78 |
| -8.61% | Jul 16, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -7.49% | Mar 15, 2021 | 7 | Mar 24, 2021 | 21 | Apr 23, 2021 | 28 |
| -7.42% | Oct 27, 2025 | 18 | Nov 20, 2025 | 9 | Dec 4, 2025 | 27 |
| -7.12% | Jun 25, 2021 | 15 | Jul 19, 2021 | 32 | Sep 1, 2021 | 47 |
| -6.17% | Apr 28, 2021 | 10 | May 12, 2021 | 18 | Jun 8, 2021 | 28 |
| -5.78% | Feb 24, 2021 | 6 | Mar 4, 2021 | 5 | Mar 11, 2021 | 11 |
| -4.76% | Sep 2, 2021 | 12 | Sep 21, 2021 | 22 | Oct 21, 2021 | 34 |
| -4.71% | Jan 20, 2021 | 7 | Jan 29, 2021 | 4 | Feb 4, 2021 | 11 |
| -4.29% | Jul 26, 2017 | 19 | Aug 22, 2017 | 18 | Sep 18, 2017 | 37 |
| -4.28% | Nov 11, 2024 | 4 | Nov 15, 2024 | 6 | Nov 25, 2024 | 10 |
| -4.25% | Jan 16, 2020 | 10 | Jan 31, 2020 | 9 | Feb 13, 2020 | 19 |
| -4.21% | May 6, 2026 | 9 | May 19, 2026 | 4 | May 26, 2026 | 13 |
| -3.96% | Jun 8, 2021 | 8 | Jun 18, 2021 | 5 | Jun 25, 2021 | 13 |
| -3.73% | Oct 6, 2025 | 4 | Oct 10, 2025 | 3 | Oct 15, 2025 | 7 |
| -3.50% | Jun 20, 2018 | 8 | Jul 2, 2018 | 12 | Jul 19, 2018 | 20 |
| -3.43% | Jan 22, 2026 | 10 | Feb 5, 2026 | 2 | Feb 9, 2026 | 12 |
| -3.21% | Oct 16, 2024 | 11 | Oct 31, 2024 | 4 | Nov 6, 2024 | 15 |
| -3.19% | Dec 11, 2025 | 13 | Dec 31, 2025 | 3 | Jan 6, 2026 | 16 |
| -2.63% | Feb 12, 2021 | 3 | Feb 18, 2021 | 4 | Feb 24, 2021 | 7 |