ISHARES RUSSELL 3000 ETF
Symbol: IWV
Exchange: NYSE
Sector: Technology
Category: Large Blend
Inception date: 22/05/2000
Latest date: 17/07/2026
Current price: $423.41
Expense ratio: 0.20%
Period performance
Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.
Performance metrics
Period total return
0.76%
Ann. -37.82% (Sharpe / Sortino numerator)
Volatility
18.24%
Sharpe ratio
-2.273
VaR 95%
-1.70%
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
4.95%
Ann. -13.96% (Sharpe / Sortino numerator)
Volatility
14.54%
Sharpe ratio
-1.210
VaR 95%
-1.61%
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
10.06%
Ann. -3.02% (Sharpe / Sortino numerator)
Volatility
13.74%
Sharpe ratio
-0.484
VaR 95%
-1.59%
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
19.60%
Ann. 17.37% (Sharpe / Sortino numerator)
Volatility
18.35%
Sharpe ratio
0.749
VaR 95%
-1.60%
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
36.14%
Ann. 13.36% (Sharpe / Sortino numerator)
Volatility
16.43%
Sharpe ratio
0.592
VaR 95%
-1.62%
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
68.73%
Ann. 18.00% (Sharpe / Sortino numerator)
Volatility
15.06%
Sharpe ratio
0.954
VaR 95%
-1.49%
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: 17/07/2025 - 17/07/2026.
Average daily return
0.075%
Best day
2.987%
Worst day
-2.679%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 17/07/2026 | $422.07 | $425.61 | $421.96 | $423.41 | 136,500 |
| 16/07/2026 | $428.49 | $429.57 | $425.86 | $427.54 | 346,500 |
| 15/07/2026 | $429.04 | $430.03 | $427.05 | $429.48 | 111,700 |
| 14/07/2026 | $427.39 | $428.89 | $426.67 | $427.95 | 104,400 |
| 13/07/2026 | $428.06 | $429.14 | $425.79 | $426.46 | 93,800 |
| 10/07/2026 | $428.94 | $429.94 | $426.13 | $429.57 | 85,100 |
| 09/07/2026 | $425.43 | $428.63 | $425.10 | $428.40 | 98,500 |
| 08/07/2026 | $423.90 | $424.98 | $421.35 | $424.96 | 103,800 |
| 07/07/2026 | $428.03 | $428.42 | $424.95 | $426.36 | 110,600 |
| 06/07/2026 | $427.01 | $429.24 | $426.77 | $428.44 | 476,000 |