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IWM: iShares Russell 2000 ETF (ETF)
Basic Info 203.79 1.27(0.62%) March 21
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 05/26/2000 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 1.25% |
| Expenses | 0.19% |
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Performance Analytics (As of 03/21/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/26/2000 |
2024 | 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(%) | 0.4 | -7.8 | -1.1 | 1.1 | 16.5 | 6.3 | 9.1 | 7.6 | 7.6 | 11.4 | 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 | -1.8 | -0.37 | -0.14 | 0.56 | 0.21 | NA | NA | 0.26 | 0.23 | 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 | 13.8 | 18.0 | 22.4 | 31.9 | 41.1 | NA | NA | 58.6 | 10.1 | 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 | 18.9 | 20.4 | 22.6 | 25.0 | 22.7 | NA | NA | 24.0 | 20.8 | 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 | -0.33 | -0.07 | -0.03 | 0.13 | 0.05 | NA | NA | 0.06 | 0.04 | 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 | -0.03 | 0.0 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | -0.01 | -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 | 1.02 | 1.14 | 1.07 | 1.05 | 1.03 | NA | NA | 1.03 | 1.19 | 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 | 0.96 | 0.95 | 0.97 | 0.92 | 0.94 | NA | NA | 0.95 | 0.95 | 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 |
| Yield(%) | N/A | 0.0 | 1.2 | 1.3 | 2.4 | 1.7 | 2.7 | 2.6 | N/A | 1.3 | 1.6 | 1.1 | 1.1 | 1.2 | 1.5 | 1.2 | 1.4 | 1.7 | 1.5 | 1.3 | 1.6 | 2.3 | 1.3 | 1.4 | 1.4 | 1.2 | 1.0 | 1.2 | 1.4 | 1.1 | 1.5 | 1.0 | 1.1 | 0.9 |
| Dividend Growth(%) | N/A | -100.0 | -6.4 | 34.6 | 26.2 | 101.7 | N/A | N/A | N/A | -6.4 | 4.6 | 23.7 | 2.3 | -2.0 | 11.2 | -2.5 | 3.7 | 7.1 | 14.6 | 6.9 | -16.2 | 63.6 | 15.5 | 24.0 | -18.0 | 13.3 | -7.1 | -5.1 | 47.7 | 3.3 | 16.1 | -4.8 | 22.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/26/2000
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See SMALL BLEND Asset Class Trend Rankings |
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