Summary
IWB
Prices · period metrics · 12M
NAV as of 03/06/2026
02/04/2025 → 02/04/2026
Return 27.03% Volatility 18.24% Sharpe 0.73
Official loaded data — not a live quote.

ISHARES RUSSELL 1000 ETF

Symbol: IWB

Exchange: NYSE

Sector: Technology

Category: Large Blend

Inception date: 15/05/2000

Latest date: 03/06/2026

Current price: $411.83

Expense ratio: 0.15%

Assets under management
$46.2B
-0.54% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

4.95%

Ann. -37.81% (Sharpe / Sortino numerator)

Volatility

18.00%

Sharpe ratio

-2.302

VaR 95%

-1.69%

CVaR 95%: -1.71%
Max drawdown: -7.50%
Sortino ratio: -4.230
Calmar ratio: -5.04

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

10.63%

Ann. -14.82% (Sharpe / Sortino numerator)

Volatility

14.37%

Sharpe ratio

-1.283

VaR 95%

-1.60%

CVaR 95%: -1.76%
Max drawdown: -9.08%
Sortino ratio: -1.919
Calmar ratio: -1.63

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

10.51%

Ann. -3.54% (Sharpe / Sortino numerator)

Volatility

13.57%

Sharpe ratio

-0.529

VaR 95%

-1.59%

CVaR 95%: -1.87%
Max drawdown: -9.08%
Sortino ratio: -0.738
Calmar ratio: -0.39

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

27.03%

Ann. 17.01% (Sharpe / Sortino numerator)

Volatility

18.24%

Sharpe ratio

0.733

VaR 95%

-1.61%

CVaR 95%: -2.62%
Max drawdown: -9.08%
Sortino ratio: 0.914
Calmar ratio: 1.87

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

45.31%

Ann. 13.46% (Sharpe / Sortino numerator)

Volatility

16.29%

Sharpe ratio

0.604

VaR 95%

-1.63%

CVaR 95%: -2.39%
Max drawdown: -19.09%
Sortino ratio: 0.760
Calmar ratio: 0.71

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

81.60%

Ann. 18.29% (Sharpe / Sortino numerator)

Volatility

14.91%

Sharpe ratio

0.984

VaR 95%

-1.46%

CVaR 95%: -2.13%
Max drawdown: -19.09%
Sortino ratio: 1.288
Calmar ratio: 0.96

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 03/06/2025 - 03/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.098%

Best day

2.853%

31/03/2026
Worst day

-2.688%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
03/06/2026 $414.08 $414.35 $411.53 $411.83 597,900
02/06/2026 $413.21 $415.11 $413.15 $414.78 482,200
01/06/2026 $412.21 $414.89 $411.74 $413.93 578,700
29/05/2026 $412.41 $413.52 $411.76 $412.91 503,100
28/05/2026 $409.13 $412.04 $408.65 $411.66 377,800
27/05/2026 $409.64 $410.00 $408.23 $409.28 435,700
26/05/2026 $409.10 $410.31 $408.32 $409.47 592,000
22/05/2026 $406.69 $408.44 $406.06 $406.63 467,100
21/05/2026 $402.58 $406.05 $401.77 $404.95 1,001,400
20/05/2026 $400.85 $404.33 $400.01 $404.07 1,784,900