| IWM | |
|---|---|
| Total return | +156.8% |
| Annualised (CAGR) | +9.9% |
| Volatility (annualised) | +20.8% |
| Sharpe (rf = 0) | 0.47 |
| Deepest drawdown | -41.1% |
| Drawdown peak → trough | 2018-08-31 → 2020-03-23 |
| Fee (annual expense ratio) | 0.19% |
| Dividend yield (12m distributions) | 0.98% (as of 2026-09-29) |
Over the 10.0 years to 2026-09-29 the fund returned +156.8% in total (+9.9% a year), with a deepest drawdown of -41.1% from 2018-08-31 to 2020-03-23. Its worst calendar year was 2022 (-20.5%), its best 2019 (+25.4%).
| Year | IWM |
|---|---|
| 2026 | +13.8% |
| 2025 | +12.7% |
| 2024 | +11.4% |
| 2023 | +16.8% |
| 2022 | -20.5% |
| 2021 | +14.5% |
| 2020 | +20.0% |
| 2019 | +25.4% |
| 2018 | -11.1% |
| 2017 | +14.6% |
| 2016 | +10.2% |
+156.8% in total, which works out to +9.9% a year over the 10 years to 2026-09-29. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2022 — its calendar-year return was -20.5% (net of fees, dividends reinvested). Its best year was 2019 (+25.4%).
-41.1%, from a peak on 2018-08-31 to a trough on 2020-03-23. From that trough it took 231 days (about 7.6 months) to climb back to the earlier peak.
Over the last 12 months it distributed 0.98% of its share price (as of 2026-09-29). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
0.19% a year, and it is already deducted from every return figure on this page. A fund charges it inside the fund rather than billing you, which is why fee differences show up as a smaller final balance, not as a line item.
It does not say IWM is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -41.1% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.