iShares Russell 1000 ETF (IWB) Performance
IWB total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +12.0% since Dec 31, 2025
- 1 year
- +13.8% total return
- 5 years
- +11.6% a year
- 10 years
- +15.0% a year
- Since first price
- +8.5% a year since 2000
IWB trailing returns vs SPY, QQQ, AGG
| Period | IWB total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −1.0% | −1.0% | −1.0% | −5.0% | +0.9% |
| 3 months | +3.1% | +2.8% | +3.2% | +1.9% | −0.4% |
| 6 months | +7.6% | +7.1% | +7.8% | +8.4% | −1.5% |
| YTD | +12.0% | +11.2% | +12.3% | +15.1% | −1.0% |
| 1 year | +13.8% | +12.7% | +14.4% | +15.9% | −1.1% |
| 3 years | +86.3%+23.0%/yr | +80.2% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +72.9%+11.6%/yr | +62.5% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +304.9%+15.0%/yr | +249.1% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +675.5%+14.6%/yr | +507.0% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +682.6%+10.8%/yr | +457.3% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionMay 19, 2000 | +768.5%+8.5%/yr | +458.9% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: IWB vs SPY
From May 19, 2000: IWB grew to $86,847, SPY to $85,939.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IWB returns by calendar year
20 of 25 full years positive. Best 2013 (+32.8%), worst 2008 (−37.4%). 2026 is year to date.
IWB annual returns table
| Year | IWB | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +12.0% | −8.9% | +12.3% | +15.1% | −1.0% |
| 2025 | +17.2% | −19.1% | +17.7% | +20.8% | +7.2% |
| 2024 | +24.3% | −8.4% | +24.9% | +25.6% | +1.3% |
| 2023 | +26.4% | −10.3% | +26.2% | +54.9% | +5.7% |
| 2022 | −19.2% | −25.2% | −18.2% | −32.6% | −13.0% |
| 2021 | +26.3% | −5.2% | +28.7% | +27.4% | −1.8% |
| 2020 | +20.8% | −34.6% | +18.3% | +48.6% | +7.5% |
| 2019 | +31.1% | −6.6% | +31.2% | +39.0% | +8.5% |
| 2018 | −4.9% | −19.7% | −4.6% | −0.1% | +0.1% |
| 2017 | +21.5% | −2.6% | +21.7% | +32.7% | +3.6% |
| 2016 | +12.0% | −9.8% | +12.0% | +7.1% | +2.4% |
| 2015 | +0.8% | −12.0% | +1.2% | +9.4% | +0.5% |
| 2014 | +13.1% | −7.6% | +13.5% | +19.2% | +6.0% |
| 2013 | +32.8% | −5.8% | +32.3% | +36.6% | −2.0% |
| 2012 | +16.5% | −9.9% | +16.0% | +18.1% | +3.8% |
| 2011 | +1.2% | −19.5% | +1.9% | +3.4% | +7.7% |
| 2010 | +16.1% | −16.0% | +15.1% | +19.9% | +6.4% |
| 2009 | +28.3% | −26.9% | +26.4% | +54.7% | +3.0% |
| 2008 | −37.4% | −47.6% | −36.8% | −41.7% | +7.9% |
| 2007 | +5.3% | −9.9% | +5.1% | +19.0% | +6.6% |
| 2006 | +15.4% | −7.9% | +15.8% | +7.1% | +3.9% |
| 2005 | +6.3% | −6.8% | +4.8% | +1.6% | +2.3% |
| 2004 | +11.0% | −8.1% | +10.7% | +10.5% | +3.8% |
| 2003 | +30.1% | −13.4% | +28.2% | +49.7% | — |
| 2002 | −22.3% | −33.1% | −21.6% | −37.4% | — |
| 2001 | −12.1% | −29.5% | −11.8% | −33.3% | — |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
IWB largest drawdowns
Now 2.4% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Oct 9, 2007 | −55.4% | Mar 9, 2009 | Mar 19, 2012 | 1.4 years | 4.4 years |
| Sep 1, 2000 | −48.2% | Oct 9, 2002 | Oct 12, 2006 | 2.1 years | 6.1 years |
| Feb 19, 2020 | −34.6% | Mar 23, 2020 | Aug 6, 2020 | 33 days | 6 months |
| Jan 3, 2022 | −25.2% | Oct 12, 2022 | Dec 14, 2023 | 9 months | 1.9 years |
| Sep 20, 2018 | −19.7% | Dec 24, 2018 | Apr 12, 2019 | 3 months | 7 months |
| Feb 19, 2025 | −19.1% | Apr 8, 2025 | Jun 26, 2025 | 48 days | 4 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
IWB risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2000 |
|---|---|---|---|---|
| Annualized return | +22.4% | +12.9% | +14.9% | +8.6% |
| Volatility (annualized) | 12.6% | 15.7% | 15.6% | 15.3% |
| Sharpe ratio | 1.33 | 0.63 | 0.83 | — |
| Sortino ratio | 2.71 | 0.99 | 1.30 | — |
| Best month | +10.2% | +10.2% | +13.2% | +13.2% |
| Worst month | −5.8% | −9.2% | −13.3% | −17.1% |
| Best 12 months | +37.9% | +37.9% | +60.5% | +60.5% |
| Worst 12 months | +7.7% | −19.2% | −19.2% | −43.6% |
| Positive months | 67% | 60% | 69% | 65% |
| Beta vs S&P 500 | 1.01 | 1.00 | 1.01 | — |
| Correlation with S&P 500 | 1.00 | 1.00 | 1.00 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
IWB rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 306 | −43.6% | +13.4% | +60.5% | 79% |
| 3-year (a year) | 282 | −15.3% | +11.5% | +26.0% | 85% |
| 5-year (a year) | 258 | −6.5% | +11.3% | +23.5% | 92% |
| 10-year (a year) | 198 | −1.6% | +10.4% | +16.7% | 97% |
Every holding period starting at a month-end since 2000. Returns for 3 years and longer are annualized.
IWB performance overview
iShares Russell 1000 ETF (IWB) returned +13.8% over the past year and +15.0% a year over ten years, with distributions reinvested. Since its first recorded price in 2000 it has returned +8.5% a year, turning $10,000 into about $86,847. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −55.4%, from Oct 9, 2007 to Mar 9, 2009, and it took 3.0 years to get back to the old high. IWB finished 20 of its 25 full calendar years with a gain; the best year was 2013 (+32.8%) and the worst 2008 (−37.4%). Volatility has been 15.3% a year.
Related: IWB chart, IWB holdings, IWB dividends, IWB valuation. See the IWB overview for the latest quote and fund facts.
IWB performance FAQ
What is the IWB return over the past year?
IWB returned +13.8% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 12.7%.
What is the average annual return of IWB?
IWB has returned +11.6% a year over 5 years, +15.0% a year over 10 years, +8.5% a year since May 19, 2000 (total return, distributions reinvested).
How much would $10,000 invested in IWB be worth?
$10,000 invested in IWB at its first recorded close on May 19, 2000 would be worth about $86,847 on October 23, 2026 with distributions reinvested.
What was the worst year for IWB?
The worst calendar year was 2008, with a total return of −37.4%. The best was 2013 at +32.8%.
What is the biggest drawdown of IWB?
The largest peak-to-trough decline was −55.4% between October 9, 2007 and March 9, 2009. It recovered to the old high on March 19, 2012, 3.0 years after the bottom.
How volatile is IWB?
Over the past 3 years IWB had an annualized volatility of 12.6% and a Sharpe ratio of 1.33 (excess return over 1–3 month T-bills per unit of risk).