iShares Russell 1000 Value ETF (IWD) Performance
IWD total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +23.7% since Dec 31, 2025
- 1 year
- +27.5% total return
- 5 years
- +11.4% a year
- 10 years
- +11.8% a year
- Since first price
- +8.3% a year since 2000
IWD trailing returns vs SPY, QQQ, AGG
| Period | IWD total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +2.4% | +2.4% | −1.0% | −5.0% | +0.9% |
| 3 months | +4.9% | +4.6% | +3.2% | +1.9% | −0.4% |
| 6 months | +13.9% | +13.2% | +7.8% | +8.4% | −1.5% |
| YTD | +23.7% | +22.4% | +12.3% | +15.1% | −1.0% |
| 1 year | +27.5% | +25.5% | +14.4% | +15.9% | −1.1% |
| 3 years | +85.7%+22.9%/yr | +76.0% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +71.3%+11.4%/yr | +55.8% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +205.4%+11.8%/yr | +147.0% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +474.3%+12.4%/yr | +314.5% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +409.2%+8.5%/yr | +225.1% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionMay 26, 2000 | +728.8%+8.3%/yr | +363.8% | — | — | — |
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: IWD vs SPY
From May 26, 2000: IWD grew to $82,884, SPY to $87,885.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IWD returns by calendar year
18 of 25 full years positive. Best 2013 (+32.1%), worst 2008 (−36.5%). 2026 is year to date.
IWD annual returns table
| Year | IWD | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +23.7% | −6.8% | +12.3% | +15.1% | −1.0% |
| 2025 | +15.7% | −14.6% | +17.7% | +20.8% | +7.2% |
| 2024 | +14.2% | −7.8% | +24.9% | +25.6% | +1.3% |
| 2023 | +11.3% | −11.6% | +26.2% | +54.9% | +5.7% |
| 2022 | −7.8% | −19.0% | −18.2% | −32.6% | −13.0% |
| 2021 | +25.0% | −6.0% | +28.7% | +27.4% | −1.8% |
| 2020 | +2.7% | −38.5% | +18.3% | +48.6% | +7.5% |
| 2019 | +26.1% | −6.7% | +31.2% | +39.0% | +8.5% |
| 2018 | −8.4% | −18.3% | −4.6% | −0.1% | +0.1% |
| 2017 | +13.4% | −4.2% | +21.7% | +32.7% | +3.6% |
| 2016 | +17.3% | −9.8% | +12.0% | +7.1% | +2.4% |
| 2015 | −4.0% | −13.4% | +1.2% | +9.4% | +0.5% |
| 2014 | +13.2% | −7.8% | +13.5% | +19.2% | +6.0% |
| 2013 | +32.1% | −5.5% | +32.3% | +36.6% | −2.0% |
| 2012 | +17.5% | −10.0% | +16.0% | +18.1% | +3.8% |
| 2011 | +0.1% | −21.4% | +1.9% | +3.4% | +7.7% |
| 2010 | +15.5% | −16.5% | +15.1% | +19.9% | +6.4% |
| 2009 | +19.1% | −32.5% | +26.4% | +54.7% | +3.0% |
| 2008 | −36.5% | −47.6% | −36.8% | −41.7% | +7.9% |
| 2007 | −0.7% | −12.9% | +5.1% | +19.0% | +6.6% |
| 2006 | +22.5% | −7.3% | +15.8% | +7.1% | +3.9% |
| 2005 | +6.6% | −6.8% | +4.8% | +1.6% | +2.3% |
| 2004 | +16.1% | −7.6% | +10.7% | +10.5% | +3.8% |
| 2003 | +30.7% | −15.3% | +28.2% | +49.7% | — |
| 2002 | −15.6% | −31.9% | −21.6% | −37.4% | — |
| 2001 | −6.2% | −20.3% | −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.
IWD largest drawdowns
Now 0.6% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jun 4, 2007 | −60.1% | Mar 9, 2009 | Feb 1, 2013 | 1.8 years | 5.7 years |
| Feb 13, 2020 | −38.5% | Mar 23, 2020 | Dec 4, 2020 | 39 days | 10 months |
| May 21, 2001 | −34.1% | Oct 9, 2002 | Dec 29, 2003 | 1.4 years | 2.6 years |
| Jan 12, 2022 | −19.0% | Sep 30, 2022 | Dec 14, 2023 | 9 months | 1.9 years |
| Jan 26, 2018 | −18.3% | Dec 24, 2018 | Apr 30, 2019 | 11 months | 1.3 years |
| May 21, 2015 | −16.2% | Feb 11, 2016 | Jun 8, 2016 | 9 months | 1.1 years |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
IWD risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2000 |
|---|---|---|---|---|
| Annualized return | +19.9% | +11.7% | +11.2% | +8.1% |
| Volatility (annualized) | 12.4% | 15.0% | 15.6% | 15.1% |
| Sharpe ratio | 1.18 | 0.58 | 0.62 | — |
| Sortino ratio | 2.03 | 0.91 | 0.92 | — |
| Best month | +8.2% | +10.1% | +13.4% | +13.4% |
| Worst month | −6.9% | −8.8% | −17.4% | −17.4% |
| Best 12 months | +31.0% | +31.0% | +56.0% | +56.0% |
| Worst 12 months | +7.0% | −11.4% | −17.3% | −47.1% |
| Positive months | 75% | 63% | 65% | 63% |
| Beta vs S&P 500 | 0.79 | 0.84 | 0.93 | — |
| Correlation with S&P 500 | 0.79 | 0.88 | 0.91 | — |
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.
IWD rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 306 | −47.1% | +11.5% | +56.0% | 75% |
| 3-year (a year) | 282 | −17.3% | +9.3% | +24.5% | 86% |
| 5-year (a year) | 258 | −6.7% | +9.0% | +22.9% | 86% |
| 10-year (a year) | 198 | +1.8% | +8.2% | +15.1% | 100% |
Every holding period starting at a month-end since 2000. Returns for 3 years and longer are annualized.
IWD performance overview
iShares Russell 1000 Value ETF (IWD) returned +27.5% over the past year and +11.8% a year over ten years, with distributions reinvested. Since its first recorded price in 2000 it has returned +8.3% a year, turning $10,000 into about $82,884. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −60.1%, from Jun 4, 2007 to Mar 9, 2009, and it took 3.9 years to get back to the old high. IWD finished 18 of its 25 full calendar years with a gain; the best year was 2013 (+32.1%) and the worst 2008 (−36.5%). Volatility has been 15.1% a year.
Related: IWD chart, IWD holdings, IWD dividends, IWD valuation. See the IWD overview for the latest quote and fund facts.
IWD performance FAQ
What is the IWD return over the past year?
IWD returned +27.5% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 25.5%.
What is the average annual return of IWD?
IWD has returned +11.4% a year over 5 years, +11.8% a year over 10 years, +8.3% a year since May 26, 2000 (total return, distributions reinvested).
How much would $10,000 invested in IWD be worth?
$10,000 invested in IWD at its first recorded close on May 26, 2000 would be worth about $82,884 on October 23, 2026 with distributions reinvested.
What was the worst year for IWD?
The worst calendar year was 2008, with a total return of −36.5%. The best was 2013 at +32.1%.
What is the biggest drawdown of IWD?
The largest peak-to-trough decline was −60.1% between June 4, 2007 and March 9, 2009. It recovered to the old high on February 1, 2013, 3.9 years after the bottom.
How volatile is IWD?
Over the past 3 years IWD had an annualized volatility of 12.4% and a Sharpe ratio of 1.18 (excess return over 1–3 month T-bills per unit of risk).