iShares Russell 2000 ETF (IWM) Total Return CAGR:35.42%(TTM)
Over the latest trailing 12-month period, iShares Russell 2000 ETF (IWM)'s total return cagr is +35.42%. The comparable SPY value is +22.75%. Year-to-date total return is +16.45%. Total return includes price appreciation and reinvested dividends.
Over longer horizons, iShares Russell 2000 ETF's Total Return CAGR averages 16.89% over 3 years and 5.58% over 5 years. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of iShares Russell 2000 ETF's investment performance.
IWM Total Return CAGR Chart
iShares Russell 2000 ETF (IWM)
IWM Quarterly Total Return (YoY)
Total Return Index growth vs the same quarter one year earlier, last 20 quarters.
IWM Total Return CAGR History
| Year | Start Total Return | End Total Return | Change | % Change | CAGR |
|---|---|---|---|---|---|
| 2026 | 750.29 | 873.74 | +123.45 | +16.45% | +16.45% |
| 2025 | 665.99 | 750.29 | +84.30 | +12.66% | +12.66% |
| 2024 | 597.89 | 665.99 | +68.10 | +11.39% | +11.39% |
| 2023 | 511.72 | 597.89 | +86.17 | +16.84% | +16.84% |
| 2022 | 643.51 | 511.72 | -131.79 | -20.48% | -20.48% |
| 2021 | 561.82 | 643.51 | +81.68 | +14.54% | +14.54% |
| 2020 | 468.07 | 561.82 | +93.75 | +20.03% | +20.03% |
| 2019 | 373.28 | 468.07 | +94.79 | +25.39% | +25.39% |
| 2018 | 419.93 | 373.28 | -46.65 | -11.11% | -11.11% |
| 2017 | 366.48 | 419.93 | +53.45 | +14.59% | +14.59% |
| 2016 | 301.38 | 366.48 | +65.10 | +21.60% | +21.60% |
| 2015 | 315.46 | 301.38 | -14.09 | -4.47% | -4.47% |
| 2014 | 300.34 | 315.46 | +15.12 | +5.03% | +5.03% |
| 2013 | 216.56 | 300.34 | +83.79 | +38.69% | +38.69% |
| 2012 | 185.57 | 216.56 | +30.99 | +16.70% | +16.70% |
| 2011 | 194.19 | 185.57 | -8.61 | -4.44% | -4.44% |
| 2010 | 152.99 | 194.19 | +41.20 | +26.93% | +26.93% |
| 2009 | 119.05 | 152.99 | +33.94 | +28.51% | +28.51% |
| 2008 | 180.77 | 119.05 | -61.73 | -34.15% | -34.15% |
| 2007 | 184.00 | 180.77 | -3.23 | -1.76% | -1.76% |
| 2006 | 155.58 | 184.00 | +28.42 | +18.27% | +18.27% |
| 2005 | 148.94 | 155.58 | +6.64 | +4.46% | +4.46% |
| 2004 | 126.17 | 148.94 | +22.77 | +18.05% | +18.05% |
| 2003 | 85.62 | 126.17 | +40.55 | +47.37% | +47.37% |
| 2002 | 107.51 | 85.62 | -21.90 | -20.37% | -20.37% |
| 2001 | 105.63 | 107.51 | +1.88 | +1.78% | +1.78% |
Quarterly Total Return: QoQ & YoY
| Quarter | Value | QoQ | YoY |
|---|---|---|---|
| Q2 2026 | 874 | +17.7% | +33.9% |
| Q1 2026 | 742 | -3.6% | +19.5% |
| Q4 2025 | 770 | +6.0% | +15.2% |
| Q3 2025 | 727 | +11.4% | +10.0% |
| Q2 2025 | 653 | +5.1% | +8.3% |
| Q1 2025 | 621 | -7.1% | +1.4% |
| Q4 2024 | 669 | +1.2% | +14.4% |
| Q3 2024 | 661 | +9.7% | +26.4% |
| Q2 2024 | 603 | -1.6% | +11.3% |
| Q1 2024 | 612 | +4.7% | +16.5% |
| Q4 2023 | 585 | +11.8% | +13.9% |
| Q3 2023 | 523 | -3.4% | +7.8% |
| Q2 2023 | 542 | +3.0% | +10.0% |
| Q1 2023 | 526 | +2.4% | -12.6% |
| Q4 2022 | 513 | +5.7% | -20.4% |
| Q3 2022 | 485 | -1.4% | -23.8% |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier.
About iShares Russell 2000 ETF
The iShares Russell 2000 ETF endeavors to replicate the investment returns of a particular market benchmark that consists solely of smaller-capitalization U.S. common stocks.
- Sector
- Financial Services
- Industry
- Asset Management - Global