Summary
IWO
Prices · period metrics · 12M
NAV as of 15/10/2026
02/04/2025 → 02/04/2026
Return 4.28% Volatility 25.13% Sharpe 0.77
Official loaded data — not a live quote.

ISHARES RUSSELL 2000 GROWTH ETF

Symbol: IWO

Exchange: NYSE

Sector: Healthcare

Category: Small Growth

Inception date: 24/07/2000

Latest date: 15/10/2026

Current price: $347.65

Expense ratio: 0.24%

Assets under management
$14.1B
1.78% 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

-3.75%

Ann. -48.79% (Sharpe / Sortino numerator)

Volatility

29.27%

Sharpe ratio

-1.791

VaR 95%

-2.62%

CVaR 95%: -2.63%
Max drawdown: -10.10%
Sortino ratio: -3.427
Calmar ratio: -4.83

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

-9.02%

Ann. -10.45% (Sharpe / Sortino numerator)

Volatility

23.88%

Sharpe ratio

-0.589

VaR 95%

-2.38%

CVaR 95%: -2.54%
Max drawdown: -14.89%
Sortino ratio: -0.973
Calmar ratio: -0.70

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

0.14%

Ann. -2.74% (Sharpe / Sortino numerator)

Volatility

23.46%

Sharpe ratio

-0.272

VaR 95%

-2.38%

CVaR 95%: -2.76%
Max drawdown: -14.89%
Sortino ratio: -0.445
Calmar ratio: -0.18

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

4.28%

Ann. 22.86% (Sharpe / Sortino numerator)

Volatility

25.13%

Sharpe ratio

0.765

VaR 95%

-2.38%

CVaR 95%: -3.32%
Max drawdown: -14.89%
Sortino ratio: 1.128
Calmar ratio: 1.54

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

22.18%

Ann. 10.69% (Sharpe / Sortino numerator)

Volatility

23.40%

Sharpe ratio

0.302

VaR 95%

-2.22%

CVaR 95%: -3.16%
Max drawdown: -28.57%
Sortino ratio: 0.458
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

61.81%

Ann. 12.76% (Sharpe / Sortino numerator)

Volatility

22.18%

Sharpe ratio

0.412

VaR 95%

-2.13%

CVaR 95%: -2.93%
Max drawdown: -28.57%
Sortino ratio: 0.649
Calmar ratio: 0.45

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.

Methodology: adjusted prices + daily simple return
Average daily return

0.026%

Best day

4.249%

31/03/2026
Worst day

-4.343%

05/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
15/10/2026 $341.57 $347.97 $340.21 $347.65 761,900
14/10/2026 $346.48 $347.99 $341.28 $342.83 533,500
13/10/2026 $352.68 $354.19 $349.77 $351.10 276,900
12/10/2026 $356.13 $356.73 $353.44 $353.71 219,500
09/10/2026 $354.66 $358.19 $353.84 $356.78 168,300
08/10/2026 $352.58 $353.74 $350.06 $353.47 1,056,800
07/10/2026 $355.19 $356.77 $354.62 $355.37 486,600
06/10/2026 $365.68 $366.29 $359.44 $360.53 277,800
05/10/2026 $361.64 $364.86 $359.45 $363.80 241,900
02/10/2026 $362.07 $363.97 $360.45 $360.84 316,100