Find A Portfolio/Ticker
Comparison Box
IWM: iShares Russell 2000 ETF (ETF)
Basic Info 192.84 0.16(0.08%) April 18
Asset Class: | SMALL BLEND |
MyPlanIQ Rating: | (99%) |
Start Date: | 05/26/2000 |
Last Dividend Date: | 03/21/2024 |
12-Mo. Yield | 1.33% |
Expenses | 0.19% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/26/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -4.7 | -3.7 | 9.8 | -3.7 | 5.5 | 7.1 | 11.3 | 7.6 | 7.6 | 16.8 | -20.5 | 14.5 | 20.0 | 25.4 | -11.1 | 14.6 | 21.6 | -4.5 | 5.0 | 38.7 | 16.7 | -4.4 | 26.9 | 28.5 | -34.1 | -1.8 | 18.3 | 4.5 | 18.0 | 47.9 | -20.4 | 1.8 | 5.6 |
Sharpe Ratio | NA | -0.31 | 0.54 | -0.2 | 0.17 | 0.29 | NA | NA | 0.27 | 0.63 | -0.78 | 0.66 | 0.48 | 1.5 | -0.69 | 1.18 | 1.18 | -0.27 | 0.31 | 2.65 | 1.02 | -0.14 | 1.09 | 0.82 | -0.76 | -0.23 | 0.84 | 0.14 | 0.96 | 2.47 | -0.81 | -0.02 | 0.2 |
Draw Down(%) | NA | 5.6 | 18.0 | 31.9 | 41.1 | 41.1 | NA | NA | 58.6 | 18.0 | 26.9 | 12.3 | 41.1 | 9.6 | 26.8 | 6.4 | 15.8 | 16.1 | 12.7 | 5.2 | 12.7 | 28.9 | 20.1 | 32.9 | 49.1 | 13.8 | 14.1 | 11.8 | 14.2 | 12.8 | 37.2 | 26.6 | 18.5 |
Standard Deviation(%) | NA | 20.7 | 19.8 | 23.0 | 27.0 | 22.3 | NA | NA | 24.2 | 20.0 | 28.1 | 22.0 | 41.0 | 16.0 | 18.0 | 11.9 | 18.2 | 16.6 | 16.1 | 14.6 | 16.5 | 32.2 | 24.6 | 34.7 | 45.7 | 21.0 | 17.9 | 15.9 | 17.9 | 19.1 | 26.4 | 24.5 | 27.9 |
Treynor Ratio | NA | -0.05 | 0.1 | -0.04 | 0.04 | 0.06 | NA | NA | 0.06 | 0.12 | -0.21 | 0.13 | 0.2 | 0.22 | -0.12 | 0.12 | 0.2 | -0.04 | 0.05 | 0.37 | 0.17 | -0.04 | 0.26 | 0.3 | -0.34 | -0.04 | 0.13 | 0.02 | 0.16 | 0.45 | -0.21 | -0.01 | 0.05 |
Alpha | NA | -0.04 | -0.02 | -0.01 | -0.01 | -0.01 | NA | NA | 0.0 | -0.01 | -0.01 | -0.02 | 0.0 | -0.01 | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.02 | 0.02 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 1.23 | 1.13 | 1.06 | 1.04 | 1.05 | NA | NA | 1.03 | 1.06 | 1.02 | 1.15 | 1.0 | 1.07 | 1.05 | 1.14 | 1.07 | 1.06 | 1.1 | 1.05 | 1.01 | 1.02 | 1.03 | 0.96 | 1.01 | 1.11 | 1.14 | 1.07 | 1.07 | 1.04 | 1.02 | 1.01 | 1.02 |
RSquared | NA | 0.95 | 0.96 | 0.97 | 0.97 | 0.97 | NA | NA | 0.96 | 0.97 | 0.99 | 0.96 | 0.97 | 0.96 | 0.98 | 0.96 | 0.97 | 0.96 | 0.95 | 0.96 | 0.98 | 0.99 | 0.99 | 0.98 | 0.98 | 0.94 | 0.94 | 0.94 | 0.93 | 0.93 | 0.94 | 0.93 | 0.91 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/26/2000
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SMALL BLEND Asset Class Trend Rankings |
Top Rated Funds in SMALL BLEND
Best Mutual Funds
- NAESX (VANGUARD SMALL-CAP INDEX FUND INVESTOR SHARES) (99%)
- DFSCX (U.S. MICRO CAP PORTFOLIO U.S. MICRO CAP PORTFOLIO - INSTITUTIONAL CLASS) (99%)
- IASCX (VOYA SMALL COMPANY PORTFOLIO CLASS ADV) (98%)
- RDVIX (ROYCE DIVIDEND VALUE FUND INVESTMENT CLASS) (96%)
- RMCFX (ROYCE MICRO-CAP FUND SERVICE CLASS) (96%)
- RSEFX (ROYCE SPECIAL EQUITY FUND SERVICE CLASS) (95%)
- RSEIX (ROYCE SPECIAL EQUITY FUND INSTITUTIONAL CLASS) (95%)
- RSQCX (ROYCE SPECIAL EQUITY FUND CONSULTANT CLASS) (95%)
- RTRIX (ROYCE TOTAL RETURN FUND INSTITUTIONAL CLASS) (94%)
- RYDVX (ROYCE DIVIDEND VALUE FUND SERVICE CLASS) (94%)
Best ETFs
- IWM (iShares Russell 2000 ETF) (99%)
- JKJ (iShares Morningstar Small-Cap ETF) (99%)
- IWC (iShares Micro-Cap ETF) (98%)
- EES (WisdomTree U.S. SmallCap Earnings Fund) (98%)
- FDM (First Trust Dow Jones Select MicroCap Index Fund) (98%)
- FYX (First Trust Small Cap Core AlphaDEX® Fund) (97%)
- IJR (iShares Core S&P Small-Cap ETF) (97%)
- PRFZ (Invesco FTSE RAFI US 1500 Small-Mid ETF) (97%)
- RWJ (Invesco S&P SmallCap 600 Revenue ETF) (96%)
- VB (Vanguard Small-Cap Index Fund ETF Shares) (96%)