iShares Russell 2000 Value ETF (IWN)

Basic Info 156.3 0.11(0.07%)
May 13

iShares Russell 2000 Value ETF started on 07/28/2000
iShares Russell 2000 Value ETF is classified as asset class SMALL VALUE
iShares Russell 2000 Value ETF expense ratio is 0.24%
iShares Russell 2000 Value ETF rating is
(100%)

iShares Russell 2000 Value ETF (IWN) Dividend Info

iShares Russell 2000 Value ETF (IWN) dividend growth in the last 12 months is -2.94%

The trailing 12-month yield of iShares Russell 2000 Value ETF is 2.31%. its dividend history:

DateDividend
03/21/2024 0.5669
12/20/2023 0.8976
09/26/2023 0.9414
06/07/2023 0.6279
03/23/2023 0.6956
12/13/2022 0.94
09/26/2022 0.91
06/09/2022 0.58
03/24/2022 0.52
12/13/2021 0.9
09/24/2021 0.77
06/10/2021 0.39
03/25/2021 0.391
12/14/2020 0.652
09/23/2020 0.577
06/15/2020 0.433
03/25/2020 0.45
12/16/2019 0.798
09/24/2019 0.572
06/17/2019 0.584
03/20/2019 0.517
12/17/2018 0.605
09/26/2018 0.49
07/03/2018 0.63
03/22/2018 0.415
12/21/2017 0.814
09/26/2017 0.36
07/06/2017 0.645
03/24/2017 0.417
12/22/2016 0.735
09/26/2016 0.353
07/06/2016 0.588
03/23/2016 0.397
12/24/2015 0.652
09/25/2015 0.339
07/02/2015 0.563
03/25/2015 0.421
12/24/2014 0.657
09/24/2014 0.318
07/02/2014 0.575
03/25/2014 0.364
12/23/2013 0.637
09/24/2013 0.308
07/02/2013 0.509
03/25/2013 0.307
12/19/2012 0.775
09/24/2012 0.368
06/26/2012 0.447
03/23/2012 0.3
12/22/2011 0.429
09/23/2011 0.287
07/05/2011 0.369
03/24/2011 0.246
12/22/2010 0.477
09/23/2010 0.217
07/02/2010 0.296
03/24/2010 0.167
12/23/2009 0.377
09/22/2009 0.196
07/02/2009 0.261
03/24/2009 0.221
12/23/2008 0.452
09/24/2008 0.262
07/02/2008 0.384
03/24/2008 0.11
12/27/2007 0.447
09/25/2007 0.313
06/28/2007 0.422
03/23/2007 0.252
12/20/2006 0.436
09/26/2006 0.37
06/22/2006 0.212
03/24/2006 0.256
12/22/2005 0.342
09/23/2005 0.276
06/20/2005 0.215
03/24/2005 0.327
12/23/2004 0.3283
09/24/2004 0.2113
06/25/2004 0.1783
03/26/2004 0.1667
12/16/2003 0.166
12/12/2003 0.2657
09/12/2003 0.1597
06/13/2003 0.124
03/07/2003 0.114
12/13/2002 0.2413
09/13/2002 0.167
06/14/2002 0.2283
03/08/2002 0.0673
12/14/2001 0.218
10/01/2001 0.247
06/08/2001 0.1783
03/09/2001 0.1423
12/13/2000 0.1607
09/20/2000 0.1333

Dividend Growth History for iShares Russell 2000 Value ETF (IWN)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $3.1625 2.29% 7.20% -
2022 $2.95 1.76% 20.36% 7.20%
2021 $2.451 1.89% 16.05% 13.59%
2020 $2.112 1.64% -14.53% 14.41%
2019 $2.471 2.28% 15.47% 6.36%
2018 $2.14 1.69% -4.29% 8.12%
2017 $2.236 1.87% 7.86% 5.95%
2016 $2.073 2.30% 4.96% 6.22%
2015 $1.975 1.95% 3.19% 6.06%
2014 $1.914 1.95% 8.69% 5.74%
2013 $1.761 2.26% -6.83% 6.03%
2012 $1.89 2.83% 42.00% 4.79%
2011 $1.331 1.84% 15.04% 7.48%
2010 $1.157 1.94% 9.67% 8.04%
2009 $1.055 2.14% -12.67% 8.16%
2008 $1.208 1.73% -15.76% 6.63%
2007 $1.434 1.79% 12.56% 5.07%
2006 $1.274 1.89% 9.83% 5.49%
2005 $1.16 1.82% 31.13% 5.73%
2004 $0.8846 1.64% 6.66% 6.94%
2003 $0.8294 2.17% 17.83% 6.92%
2002 $0.7039 1.64% -10.40% 7.42%
2001 $0.7856 2.10% 167.21% 6.53%
2000 $0.294 0.86% - 10.88%

Dividend Growth Chart for iShares Russell 2000 Value ETF (IWN)

iShares Russell 2000 Value ETF (IWN) Historical Returns And Risk Info

From 07/28/2000 to 05/13/2024, the compound annualized total return (dividend reinvested) of iShares Russell 2000 Value ETF (IWN) is 8.676%. Its cumulative total return (dividend reinvested) is 621.209%.

From 07/28/2000 to 05/13/2024, the Maximum Drawdown of iShares Russell 2000 Value ETF (IWN) is 61.5%.

From 07/28/2000 to 05/13/2024, the Sharpe Ratio of iShares Russell 2000 Value ETF (IWN) is 0.31.

From 07/28/2000 to 05/13/2024, the Annualized Standard Deviation of iShares Russell 2000 Value ETF (IWN) is 24.0%.

From 07/28/2000 to 05/13/2024, the Beta of iShares Russell 2000 Value ETF (IWN) is 1.01.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
07/28/2000		 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(%) 1.3 0.9 21.3 0.3 6.9 6.9 10.9 7.7 8.7 14.6 -14.8 28.0 4.6 22.0 -13.0 7.7 32.0 -7.7 4.1 34.3 18.0 -5.8 24.7 20.6 -28.7 -10.3 23.5 4.4 22.1 46.4 -11.4 12.9 13.8
Sharpe Ratio NA -0.06 0.86 -0.09 0.19 0.26 NA NA 0.31 0.5 -0.65 1.27 0.09 1.32 -0.89 0.57 1.8 -0.5 0.29 2.41 1.13 -0.19 0.97 0.55 -0.61 -0.61 1.2 0.14 1.31 2.61 -0.51 0.58 1.98
Draw Down(%) NA 8.0 16.4 25.9 44.6 46.1 NA NA 61.5 18.7 22.7 11.9 44.6 11.6 24.9 6.7 12.7 15.0 12.4 6.0 11.8 28.6 22.0 36.9 48.7 18.8 12.0 10.2 11.4 12.5 34.1 19.4 8.8
Standard Deviation(%) NA 19.7 20.3 21.9 28.2 22.7 NA NA 24.0 20.7 24.8 21.9 46.3 15.6 16.1 12.5 17.6 15.6 14.3 14.2 16.1 31.6 25.4 37.5 48.5 22.0 16.9 15.3 16.2 17.5 24.3 18.5 15.9
Treynor Ratio NA -0.01 0.15 -0.02 0.05 0.06 NA NA 0.07 0.1 -0.16 0.26 0.04 0.19 -0.14 0.06 0.3 -0.08 0.04 0.33 0.18 -0.06 0.23 0.22 -0.29 -0.12 0.17 0.02 0.2 0.44 -0.13 0.14 0.48
Alpha NA -0.05 -0.03 -0.02 -0.01 -0.01 NA NA 0.0 -0.01 -0.02 -0.01 0.0 -0.01 0.0 -0.02 0.02 -0.01 -0.02 -0.01 0.0 -0.01 0.0 -0.03 0.03 -0.01 0.01 -0.01 -0.01 0.02 0.01 0.01 0.02
Beta NA 1.26 1.18 1.04 1.04 1.04 NA NA 1.01 1.09 0.99 1.08 1.03 1.06 1.01 1.14 1.04 1.0 1.02 1.05 1.02 1.02 1.05 0.94 1.03 1.12 1.17 1.03 1.09 1.03 0.94 0.79 0.65
RSquare NA 0.94 0.95 0.94 0.96 0.96 NA NA 0.95 0.95 0.97 0.92 0.98 0.96 0.97 0.94 0.96 0.95 0.92 0.96 0.98 0.99 0.99 0.97 0.98 0.94 0.93 0.93 0.93 0.91 0.93 0.86 0.7
Yield(%) N/A 0.4 2.3 1.8 2.2 2.4 4.7 3.5 N/A 2.3 1.8 1.9 1.6 2.3 1.7 1.9 2.3 1.9 1.9 2.3 2.8 1.9 2.0 2.2 1.7 1.8 1.9 1.8 1.6 2.2 1.7 2.1 0.8
Dividend Growth(%) N/A -82.0 -2.9 30.5 25.8 77.4 N/A N/A N/A 7.5 20.4 16.1 -14.6 15.4 -4.0 7.2 5.6 3.1 7.9 -6.8 41.8 14.5 10.4 -11.7 -16.1 11.7 9.4 31.5 7.2 16.9 -10.1 172.4 N/A

Return Calculator for iShares Russell 2000 Value ETF (IWN)

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iShares Russell 2000 Value ETF (IWN) Historical Return Chart

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iShares Russell 2000 Value ETF (IWN) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 07/28/2000 to 05/13/2024, the worst annualized return of 3-year rolling returns for iShares Russell 2000 Value ETF (IWN) is -15.23%.
From 07/28/2000 to 05/13/2024, the worst annualized return of 5-year rolling returns for iShares Russell 2000 Value ETF (IWN) is -3.3%.
From 07/28/2000 to 05/13/2024, the worst annualized return of 10-year rolling returns for iShares Russell 2000 Value ETF (IWN) is 5.7%.
From 07/28/2000 to 05/13/2024, the worst annualized return of 20-year rolling returns for iShares Russell 2000 Value ETF (IWN) is 7.85%.

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