Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IWN (iShares Russell 2000 Value ETF) | 19.00% | 43.68% | 18.83% | 6.76% | 10.20% | 9.81% | 7.75% | … | … |
Data as of 06/04/2026, Common starting date is 07/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IWN (iShares Russell 2000 Value ETF) | 07/28/2000 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.15 | 43.68 | 18.83 | 6.76 | 10.20 | 9.81 | 7.75 | … | … | 19.00 | 12.40 | 7.63 | 14.56 | -14.76 | 27.95 | 4.64 | 22.01 | -12.99 | 7.69 | 31.98 | -7.72 | 4.14 | 34.34 | 18.05 | -5.82 | 24.73 | 20.56 | -28.73 | -10.31 | 23.48 | 4.36 | 22.12 | 46.43 | -11.37 | 12.90 | 13.80 |
| Sharpe Ratio | NA | 2.30 | 0.78 | 0.21 | 0.37 | NA | NA | … | … | 2.77 | 0.44 | 0.19 | 0.53 | -0.65 | 1.27 | 0.09 | 1.32 | -0.90 | 0.56 | 1.80 | -0.50 | 0.29 | 2.41 | 1.13 | -0.19 | 0.97 | 0.55 | -0.61 | -0.61 | 1.19 | 0.14 | 1.30 | 2.61 | -0.51 | 0.58 | 1.97 |
| Standard Deviation(%) | NA | 17.72 | 20.59 | 21.41 | 23.47 | NA | NA | … | … | 17.54 | 21.56 | 20.75 | 20.73 | 24.82 | 21.94 | 46.32 | 15.60 | 16.05 | 12.52 | 17.64 | 15.58 | 14.28 | 14.22 | 16.09 | 31.57 | 25.35 | 37.53 | 48.50 | 22.03 | 16.93 | 15.28 | 16.22 | 17.54 | 24.32 | 18.48 | 15.87 |
| Draw Down(%) | NA | 8.45 | 26.71 | 26.71 | 46.07 | NA | NA | … | … | 8.45 | 21.92 | 9.85 | 18.69 | 22.74 | 11.86 | 44.56 | 11.64 | 24.89 | 6.70 | 12.71 | 15.05 | 12.38 | 5.95 | 11.80 | 28.59 | 21.99 | 36.94 | 48.70 | 18.82 | 12.02 | 10.24 | 11.37 | 12.51 | 34.07 | 19.42 | 8.80 |
| Yield(%) | 0.00 | 2.03 | 2.22 | 1.73 | 2.62 | 3.27 | 2.86 | … | … | 0.28 | 1.87 | 1.91 | 2.29 | 1.75 | 1.89 | 1.64 | 2.28 | 1.69 | 1.87 | 2.30 | 1.95 | 1.95 | 2.26 | 2.83 | 1.84 | 1.94 | 2.14 | 1.73 | 1.79 | 1.89 | 1.82 | 1.64 | 2.17 | 1.64 | 2.10 | 0.86 |
Data as of 06/04/2026, Common starting date is 07/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWN (iShares Russell 2000 Value ETF) |
-18.49%
Feb 2006 – Feb 2009 |
-6.72%
Feb 2004 – Feb 2009 |
3.98%
Jan 2006 – Jan 2016 |
3.97%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWN (iShares Russell 2000 Value ETF) |
30.56%
Mar 2003 – Mar 2006 |
24.91%
Feb 2009 – Feb 2014 |
15.27%
Feb 2009 – Feb 2019 |
12.24%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart