ISHARES RUSSELL 2000 ETF
Symbol: IWM
Exchange: NYSE
Sector: Healthcare
Category: Small Blend
Inception date: 22/05/2000
Latest date: 15/10/2026
Current price: $275.08
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
-3.53%
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
-6.75%
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
2.62%
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
11.00%
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
25.92%
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
64.37%
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: 15/10/2025 - 15/10/2026.
Average daily return
0.048%
Best day
3.592%
Worst day
-3.548%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 15/10/2026 | $271.42 | $275.19 | $270.85 | $275.08 | 32,365,500 |
| 14/10/2026 | $273.36 | $274.46 | $270.35 | $271.37 | 38,042,100 |
| 13/10/2026 | $277.98 | $278.70 | $275.47 | $276.70 | 27,759,000 |
| 12/10/2026 | $278.47 | $279.14 | $277.79 | $277.90 | 16,770,600 |
| 09/10/2026 | $278.21 | $279.88 | $277.46 | $278.94 | 18,720,300 |
| 08/10/2026 | $276.32 | $277.83 | $274.52 | $277.57 | 35,710,100 |
| 07/10/2026 | $278.25 | $279.04 | $276.95 | $277.70 | 24,846,800 |
| 06/10/2026 | $284.40 | $284.64 | $280.76 | $281.34 | 21,814,100 |
| 05/10/2026 | $281.95 | $284.24 | $280.03 | $283.38 | 22,725,800 |
| 02/10/2026 | $282.33 | $283.57 | $280.89 | $281.52 | 29,774,200 |