IWX | iShares Russell Top 200 Value ETF

Basic Info 75.63 0.19(0.25%)
May 14

iShares Russell Top 200 Value ETF started on 09/28/2009

iShares Russell Top 200 Value ETF is classified as asset class LARGE VALUE

iShares Russell Top 200 Value ETF expense ratio is 0.20%

iShares Russell Top 200 Value ETF rating is

(24%)

iShares Russell Top 200 Value ETF (IWX) Dividend Info

iShares Russell Top 200 Value ETF (IWX) dividend growth in the last 12 months is 13.22%

The trailing 12-month yield of iShares Russell Top 200 Value ETF is 2.35%. its dividend history:

Date	Dividend
03/21/2024	0.347
12/20/2023	0.4482
09/26/2023	0.433
06/07/2023	0.3009
03/23/2023	0.3105
12/13/2022	0.38
09/26/2022	0.41
06/09/2022	0.25
03/24/2022	0.31
12/13/2021	0.35
09/24/2021	0.34
06/10/2021	0.28
03/25/2021	0.29
12/14/2020	0.318
09/23/2020	0.298
06/15/2020	0.3077
03/25/2020	0.304
12/16/2019	0.531
09/24/2019	0.367
06/17/2019	0.344
03/20/2019	0.278
12/17/2018	0.3832
09/26/2018	0.2884
07/03/2018	0.308
03/22/2018	0.291
12/21/2017	0.29
09/26/2017	0.263
07/06/2017	0.29
03/24/2017	0.268
12/22/2016	0.269
09/26/2016	0.246
07/06/2016	0.279
03/23/2016	0.252
12/24/2015	0.287
09/25/2015	0.243
07/02/2015	0.386
03/25/2015	0.238
12/24/2014	0.247
09/24/2014	0.252
07/02/2014	0.276
03/25/2014	0.199
12/23/2013	0.222
09/24/2013	0.207
07/02/2013	0.167
03/25/2013	0.166
12/19/2012	0.231
09/24/2012	0.183
06/26/2012	0.201
03/23/2012	0.228
12/22/2011	0.206
09/23/2011	0.175
07/05/2011	0.196
03/24/2011	0.135
12/22/2010	0.159
09/23/2010	0.124
07/02/2010	0.141
03/24/2010	0.086
12/23/2009	0.145

Dividend Growth History for iShares Russell Top 200 Value ETF (IWX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$1.4926	2.30%	10.56%	-
2022	$1.35	1.92%	7.14%	10.56%
2021	$1.26	2.20%	2.63%	8.84%
2020	$1.2277	2.08%	-19.23%	6.73%
2019	$1.52	3.19%	19.63%	-0.45%
2018	$1.2706	2.43%	14.37%	3.27%
2017	$1.111	2.35%	6.21%	5.04%
2016	$1.046	2.56%	-9.36%	5.21%
2015	$1.154	2.61%	18.48%	3.27%
2014	$0.974	2.45%	27.82%	4.86%
2013	$0.762	2.39%	-9.61%	6.95%
2012	$0.843	3.02%	18.40%	5.33%
2011	$0.712	2.53%	39.61%	6.36%
2010	$0.51	1.98%	251.72%	8.61%
2009	$0.145	0.58%	-	18.12%

Dividend Growth Chart for iShares Russell Top 200 Value ETF (IWX)

iShares Russell Top 200 Value ETF (IWX) Historical Returns And Risk Info

From 09/28/2009 to 05/14/2024, the compound annualized total return (dividend reinvested) of iShares Russell Top 200 Value ETF (IWX) is 10.443%. Its cumulative total return (dividend reinvested) is 326.685%.

From 09/28/2009 to 05/14/2024, the Maximum Drawdown of iShares Russell Top 200 Value ETF (IWX) is 35.8%.

From 09/28/2009 to 05/14/2024, the Sharpe Ratio of iShares Russell Top 200 Value ETF (IWX) is 0.58.

From 09/28/2009 to 05/14/2024, the Annualized Standard Deviation of iShares Russell Top 200 Value ETF (IWX) is 16.7%.

From 09/28/2009 to 05/14/2024, the Beta of iShares Russell Top 200 Value ETF (IWX) is 0.96.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	Since 09/28/2009	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009
Annualized Return(%)	2.1	8.1	18.5	5.9	9.7	8.8	10.4	10.4	-5.3	23.3	1.5	26.2	-6.5	14.1	15.4	-3.7	13.2	31.8	16.4	1.2	10.6	3.7
Sharpe Ratio	NA	2.31	1.52	0.25	0.41	0.46	0.58	0.53	-0.35	1.91	0.03	2.16	-0.51	1.89	1.12	-0.24	1.21	2.91	1.31	0.05	0.58	0.87
Draw Down(%)	NA	4.9	10.0	18.1	35.8	35.8	35.8	10.0	18.1	5.6	35.8	6.8	17.3	4.4	10.5	13.2	8.1	5.1	9.9	20.5	16.8	6.3
Standard Deviation(%)	NA	8.8	9.7	14.3	20.0	16.8	16.7	11.8	19.2	12.2	34.9	11.5	15.2	7.1	13.5	15.6	10.9	10.9	12.6	23.6	18.2	16.9
Treynor Ratio	NA	0.22	0.16	0.04	0.08	0.08	0.1	0.06	-0.07	0.25	0.01	0.25	-0.08	0.14	0.15	-0.04	0.14	0.34	0.17	0.01	0.12	0.31
Alpha	NA	0.0	0.0	0.0	0.0	0.0	0.0	0.01	-0.01	0.0	0.0	0.0	-0.01	-0.01	0.0	-0.01	0.0	0.0	0.01	0.0	-0.01	0.03
Beta	NA	0.94	0.95	0.98	0.98	0.97	0.96	0.97	1.01	0.94	0.98	0.98	0.93	0.95	0.99	0.97	0.96	0.94	0.94	0.97	0.91	0.48
RSquare	NA	0.96	0.97	0.98	0.99	0.97	0.93	0.97	0.98	0.98	0.99	0.96	0.92	0.89	0.94	0.93	0.93	0.92	0.9	0.96	0.84	0.26
Yield(%)	N/A	0.5	2.4	2.1	2.6	3.0	N/A	2.3	1.9	2.2	2.1	3.2	2.4	2.3	2.6	2.6	2.5	2.4	3.0	2.6	2.0	0.6
Dividend Growth(%)	N/A	-76.5	13.2	3.5	22.8	N/A	N/A	10.4	7.1	2.4	-19.1	19.7	14.4	5.7	-9.5	18.4	27.3	-8.3	15.1	43.1	264.3	N/A

Return Calculator for iShares Russell Top 200 Value ETF (IWX)

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iShares Russell Top 200 Value ETF (IWX) Historical Return Chart

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iShares Russell Top 200 Value ETF (IWX) 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 09/28/2009 to 05/14/2024, the worst annualized return of 3-year rolling returns for iShares Russell Top 200 Value ETF (IWX) is 1.54%.

From 09/28/2009 to 05/14/2024, the worst annualized return of 5-year rolling returns for iShares Russell Top 200 Value ETF (IWX) is 3.53%.

From 09/28/2009 to 05/14/2024, the worst annualized return of 10-year rolling returns for iShares Russell Top 200 Value ETF (IWX) is 9.9%.

From 09/28/2009 to 05/14/2024, the worst annualized return of 20-year rolling returns for iShares Russell Top 200 Value ETF (IWX) is NA.

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