Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IWO (iShares Russell 2000 Growth ETF) | -0.42% | 10.55% | 12.38% | 7.36% | 7.14% | 11.08% | 8.50% | 6.43% |
Data as of 06/30/2025, AR inception is 07/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IWO (iShares Russell 2000 Growth ETF) | 07/28/2000 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 2.49 | 10.55 | 12.38 | 7.36 | 7.14 | 11.08 | 8.50 | 6.43 | -0.42 | 15.04 | 18.51 | -26.26 | 2.54 | 34.68 | 28.48 | -9.42 | 22.25 | 11.68 | -1.34 | 5.86 | 43.33 | 14.83 | -3.00 | 29.40 | 34.60 | -38.50 | 6.86 | 13.18 | 4.02 | 13.86 | 49.42 | -30.30 | -10.39 | -14.94 |
| Sharpe Ratio | NA | 0.23 | 0.32 | 0.24 | 0.23 | NA | NA | 0.19 | -0.16 | 0.53 | 0.76 | -0.86 | 0.10 | 0.88 | 1.57 | -0.53 | 1.79 | 0.59 | -0.08 | 0.32 | 2.86 | 0.86 | -0.09 | 1.23 | 1.08 | -0.90 | 0.18 | 0.52 | 0.11 | 0.64 | 2.24 | -1.06 | -0.40 | -0.96 |
| Standard Deviation(%) | NA | 25.96 | 23.50 | 24.92 | 24.22 | NA | NA | 25.28 | 28.82 | 21.38 | 19.77 | 32.45 | 24.02 | 39.00 | 17.22 | 20.45 | 12.09 | 19.53 | 18.19 | 18.22 | 15.16 | 17.25 | 33.12 | 23.87 | 31.99 | 43.94 | 21.04 | 19.01 | 16.40 | 20.17 | 21.78 | 29.73 | 32.26 | 37.56 |
| Draw Down(%) | NA | 28.57 | 28.57 | 42.02 | 42.02 | NA | NA | 60.11 | 25.89 | 11.52 | 19.51 | 34.41 | 17.13 | 39.81 | 9.18 | 28.80 | 6.09 | 18.83 | 17.44 | 14.44 | 5.42 | 13.65 | 29.23 | 18.14 | 28.42 | 52.01 | 12.08 | 17.40 | 13.36 | 19.51 | 13.76 | 42.54 | 38.04 | 31.98 |
| Yield(%) | 0.00 | 0.88 | 0.97 | 0.78 | 0.99 | 2.00 | 1.69 | 1.26 | 0.24 | 0.92 | 0.87 | 0.54 | 0.33 | 0.59 | 0.90 | 0.67 | 0.88 | 1.10 | 0.88 | 0.77 | 0.99 | 1.63 | 0.64 | 0.83 | 0.66 | 0.68 | 0.63 | 0.35 | 0.50 | 0.27 | 0.60 | 0.30 | 0.18 | 0.08 |
Data as of 06/30/2025, AR inception is 07/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWO (iShares Russell 2000 Growth ETF) |
-17.14%
Feb 2006 - Feb 2009 |
-6.88%
Feb 2004 - Feb 2009 |
-2.07%
Aug 2000 - Aug 2010 |
4.07%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWO (iShares Russell 2000 Growth ETF) |
31.00%
Feb 2009 - Feb 2012 |
27.98%
Feb 2009 - Feb 2014 |
17.72%
Feb 2009 - Feb 2019 |
13.83%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart