ISHARES RUSSELL 2000 VALUE ETF

Symbol: IWN

Exchange: NYSE ARCA

Sector: Financial_Services

Category: Small Value

Inception Date: 24/07/2000

Latest Date: 17/04/2026

Current Price: $206.45

Expense Ratio: 0.24%

Assets Under Management
$12.5B
1.06% daily change

Period Performance

Adjusted cumulative ETF performance normalized to the first available adjusted price of the selected period.

Adjusted Return
--
--

Performance Metrics

Return

11.19%

Volatility

21.05%

Sharpe Ratio

-1.571

VaR 95%

-1.91%

CVaR 95%: -1.98%
Max Drawdown: -7.14%
Sortino Ratio: -3.099
Calmar Ratio: -4.12
Return

7.07%

Volatility

18.67%

Sharpe Ratio

1.005

VaR 95%

-1.75%

CVaR 95%: -1.89%
Max Drawdown: -8.70%
Sortino Ratio: 1.689
Calmar Ratio: 2.57
Return

15.28%

Volatility

18.44%

Sharpe Ratio

0.781

VaR 95%

-1.81%

CVaR 95%: -2.16%
Max Drawdown: -8.70%
Sortino Ratio: 1.285
Calmar Ratio: 2.07
Return

49.60%

Volatility

21.77%

Sharpe Ratio

1.104

VaR 95%

-1.85%

CVaR 95%: -2.95%
Max Drawdown: -8.70%
Sortino Ratio: 1.545
Calmar Ratio: 3.18
Return

46.06%

Volatility

20.91%

Sharpe Ratio

0.470

VaR 95%

-1.87%

CVaR 95%: -2.86%
Max Drawdown: -26.71%
Sortino Ratio: 0.688
Calmar Ratio: 0.50
Return

60.52%

Volatility

20.70%

Sharpe Ratio

0.502

VaR 95%

-1.84%

CVaR 95%: -2.70%
Max Drawdown: -26.71%
Sortino Ratio: 0.788
Calmar Ratio: 0.52

Daily Returns for Period 12M

Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 17/04/2025 - 17/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.171%

Best Day

4.311%

22/08/2025
Worst Day

-3.011%

10/10/2025
Days with Data

246

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
17/04/2026 $204.29 $208.08 $204.22 $206.45 733,300
16/04/2026 $201.86 $202.60 $201.26 $202.26 837,500
15/04/2026 $202.01 $202.05 $201.08 $201.93 535,000
14/04/2026 $201.72 $202.62 $200.82 $202.09 622,100
13/04/2026 $198.63 $201.05 $198.19 $200.85 1,536,200
10/04/2026 $199.97 $200.24 $198.60 $199.34 446,000
02/04/2026 $188.14 $192.56 $187.72 $192.19 2,946,400
01/04/2026 $190.77 $192.65 $190.57 $190.76 1,146,800
31/03/2026 $187.41 $190.54 $186.39 $189.59 760,700
30/03/2026 $188.48 $188.48 $184.22 $184.82 686,200