Summary
IWM
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 43.31% Volatility 23.13% Sharpe 0.93
Official loaded data — not a live quote.

ISHARES RUSSELL 2000 ETF

Symbol: IWM

Exchange: NYSE

Sector: Industrials

Category: Small Blend

Inception date: 22/05/2000

Latest date: 02/06/2026

Current price: $291.66

Expense ratio: 0.19%

Assets under management
$76.9B
1.11% 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

4.96%

Ann. -40.15% (Sharpe / Sortino numerator)

Volatility

25.04%

Sharpe ratio

-1.748

VaR 95%

-2.21%

CVaR 95%: -2.26%
Max drawdown: -8.30%
Sortino ratio: -3.454
Calmar ratio: -4.84

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

10.75%

Ann. 4.16% (Sharpe / Sortino numerator)

Volatility

21.03%

Sharpe ratio

0.025

VaR 95%

-2.06%

CVaR 95%: -2.19%
Max drawdown: -11.19%
Sortino ratio: 0.044
Calmar ratio: 0.37

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

19.57%

Ann. 6.82% (Sharpe / Sortino numerator)

Volatility

20.55%

Sharpe ratio

0.155

VaR 95%

-2.05%

CVaR 95%: -2.40%
Max drawdown: -11.19%
Sortino ratio: 0.261
Calmar ratio: 0.61

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

43.31%

Ann. 25.22% (Sharpe / Sortino numerator)

Volatility

23.13%

Sharpe ratio

0.934

VaR 95%

-2.04%

CVaR 95%: -3.07%
Max drawdown: -11.19%
Sortino ratio: 1.352
Calmar ratio: 2.25

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

45.47%

Ann. 12.04% (Sharpe / Sortino numerator)

Volatility

21.80%

Sharpe ratio

0.386

VaR 95%

-2.05%

CVaR 95%: -2.96%
Max drawdown: -27.50%
Sortino ratio: 0.580
Calmar ratio: 0.44

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

65.77%

Ann. 13.43% (Sharpe / Sortino numerator)

Volatility

21.09%

Sharpe ratio

0.465

VaR 95%

-1.96%

CVaR 95%: -2.78%
Max drawdown: -27.50%
Sortino ratio: 0.736
Calmar ratio: 0.49

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: 02/06/2025 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.151%

Best day

3.921%

22/08/2025
Worst day

-2.994%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $288.46 $291.87 $288.40 $291.66 18,249,600
01/06/2026 $288.37 $290.61 $286.27 $288.98 23,826,100
29/05/2026 $291.38 $291.41 $288.33 $290.43 26,952,800
28/05/2026 $289.64 $292.74 $287.98 $292.03 23,710,600
27/05/2026 $291.16 $291.72 $289.31 $290.37 24,519,900
26/05/2026 $288.39 $290.55 $287.74 $290.51 24,506,500
22/05/2026 $284.10 $286.61 $283.67 $285.12 23,849,300
21/05/2026 $278.66 $283.68 $277.15 $282.49 31,680,500
20/05/2026 $274.91 $280.09 $273.41 $279.87 31,562,000
19/05/2026 $273.81 $275.08 $270.63 $273.00 30,276,900