ISHARES RUSSELL 2000 ETF
Symbol: IWM
Exchange: NYSE
Sector: Healthcare
Category: Small Blend
Inception date: 22/05/2000
Latest date: 16/07/2026
Current price: $295.59
Expense ratio: 0.19%
Period performance
Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.
Performance metrics
Period total return
1.20%
Ann. -40.15% (Sharpe / Sortino numerator)
Volatility
25.04%
Sharpe ratio
-1.748
VaR 95%
-2.21%
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
9.76%
Ann. 4.16% (Sharpe / Sortino numerator)
Volatility
21.03%
Sharpe ratio
0.025
VaR 95%
-2.06%
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
11.69%
Ann. 6.82% (Sharpe / Sortino numerator)
Volatility
20.55%
Sharpe ratio
0.155
VaR 95%
-2.05%
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
35.13%
Ann. 25.22% (Sharpe / Sortino numerator)
Volatility
23.13%
Sharpe ratio
0.934
VaR 95%
-2.04%
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
34.50%
Ann. 12.04% (Sharpe / Sortino numerator)
Volatility
21.80%
Sharpe ratio
0.386
VaR 95%
-2.05%
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
58.19%
Ann. 13.43% (Sharpe / Sortino numerator)
Volatility
21.09%
Sharpe ratio
0.465
VaR 95%
-1.96%
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: 16/07/2025 - 16/07/2026.
Average daily return
0.127%
Best day
3.921%
Worst day
-3.548%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 16/07/2026 | $294.65 | $297.81 | $294.35 | $295.59 | 24,081,300 |
| 15/07/2026 | $295.25 | $297.14 | $294.15 | $295.77 | 18,832,700 |
| 14/07/2026 | $295.49 | $296.07 | $293.75 | $294.51 | 18,326,900 |
| 13/07/2026 | $295.06 | $295.78 | $292.60 | $293.48 | 19,375,500 |
| 10/07/2026 | $297.69 | $298.21 | $293.62 | $295.99 | 15,888,500 |
| 09/07/2026 | $295.27 | $297.88 | $294.90 | $297.24 | 16,466,800 |
| 08/07/2026 | $294.03 | $295.10 | $290.68 | $293.48 | 24,078,400 |
| 07/07/2026 | $299.17 | $299.97 | $295.18 | $296.19 | 18,057,100 |
| 06/07/2026 | $297.75 | $300.41 | $297.62 | $298.90 | 18,581,300 |
| 02/07/2026 | $300.54 | $302.23 | $294.98 | $297.58 | 21,178,900 |