The total return over the past 12 months is +26.43% vs. +19.98% for the S&P 500. So far it's up +20.75% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +25.13% | +15.70% | +5.36% | +9.04% | +10.25% | +7.33% |
| Total Return CAGR | +26.43% | +17.08% | +6.69% | +10.42% | +11.76% | +8.78% |
| Revenue CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Net Income CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| EPS CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Dividends CAGR | +0.96% | (0.39%) | +4.56% | +3.96% | +7.26% | +5.48% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
iShares Russell 2000 ETF (IWM)
| Year | Start price | End price | IWM Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $246.16 | $296.01 | +20.75% | +13.55% | +7.20% |
| 2025 | $220.96 | $246.16 | +12.66% | +17.72% | (5.06%) |
| 2024 | $200.71 | $220.96 | +11.39% | +24.89% | (13.50%) |
| 2023 | $174.36 | $200.71 | +16.84% | +26.19% | (9.35%) |
| 2022 | $222.45 | $174.36 | (20.48%) | (18.17%) | (2.31%) |
| 2021 | $196.06 | $222.45 | +14.54% | +28.74% | (14.20%) |
| 2020 | $165.67 | $196.06 | +20.03% | +18.37% | +1.66% |
| 2019 | $133.90 | $165.67 | +25.39% | +31.22% | (5.83%) |
| 2018 | $152.46 | $133.90 | (11.11%) | (4.56%) | (6.55%) |
| 2017 | $134.85 | $152.46 | +14.59% | +21.70% | (7.11%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
