iShares Russell 3000 ETF (IWV) Performance
IWV total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +12.1% since Dec 31, 2025
- 1 year
- +13.8% total return
- 5 years
- +11.2% a year
- 10 years
- +14.7% a year
- Since first price
- +8.6% a year since 2000
IWV trailing returns vs SPY, QQQ, AGG
| Period | IWV 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 | +2.7% | +2.5% | +3.2% | +1.9% | −0.4% |
| 6 months | +7.3% | +6.8% | +7.8% | +8.4% | −1.5% |
| YTD | +12.1% | +11.3% | +12.3% | +15.1% | −1.0% |
| 1 year | +13.8% | +12.8% | +14.4% | +15.9% | −1.1% |
| 3 years | +85.5%+22.9%/yr | +79.6% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +70.0%+11.2%/yr | +60.0% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +292.7%+14.7%/yr | +240.4% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +647.6%+14.4%/yr | +490.0% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +653.0%+10.6%/yr | +442.5% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionMay 26, 2000 | +776.1%+8.6%/yr | +472.1% | — | — | — |
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: IWV vs SPY
From May 26, 2000: IWV grew to $87,614, SPY to $87,885.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IWV returns by calendar year
20 of 25 full years positive. Best 2013 (+33.0%), worst 2008 (−37.2%). 2026 is year to date.
IWV annual returns table
| Year | IWV | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +12.1% | −8.9% | +12.3% | +15.1% | −1.0% |
| 2025 | +17.0% | −19.3% | +17.7% | +20.8% | +7.2% |
| 2024 | +23.5% | −8.4% | +24.9% | +25.6% | +1.3% |
| 2023 | +25.8% | −10.7% | +26.2% | +54.9% | +5.7% |
| 2022 | −19.3% | −25.1% | −18.2% | −32.6% | −13.0% |
| 2021 | +25.5% | −5.1% | +28.7% | +27.4% | −1.8% |
| 2020 | +20.5% | −35.2% | +18.3% | +48.6% | +7.5% |
| 2019 | +30.7% | −6.8% | +31.2% | +39.0% | +8.5% |
| 2018 | −5.4% | −20.1% | −4.6% | −0.1% | +0.1% |
| 2017 | +21.0% | −2.8% | +21.7% | +32.7% | +3.6% |
| 2016 | +12.6% | −10.1% | +12.0% | +7.1% | +2.4% |
| 2015 | +0.3% | −11.9% | +1.2% | +9.4% | +0.5% |
| 2014 | +12.4% | −7.6% | +13.5% | +19.2% | +6.0% |
| 2013 | +33.0% | −5.7% | +32.3% | +36.6% | −2.0% |
| 2012 | +16.4% | −10.0% | +16.0% | +18.1% | +3.8% |
| 2011 | +0.8% | −20.5% | +1.9% | +3.4% | +7.7% |
| 2010 | +16.9% | −16.1% | +15.1% | +19.9% | +6.4% |
| 2009 | +28.2% | −27.3% | +26.4% | +54.7% | +3.0% |
| 2008 | −37.2% | −47.5% | −36.8% | −41.7% | +7.9% |
| 2007 | +4.6% | −10.2% | +5.1% | +19.0% | +6.6% |
| 2006 | +15.7% | −8.3% | +15.8% | +7.1% | +3.9% |
| 2005 | +6.1% | −7.0% | +4.8% | +1.6% | +2.3% |
| 2004 | +11.7% | −8.3% | +10.7% | +10.5% | +3.8% |
| 2003 | +31.1% | −13.4% | +28.2% | +49.7% | — |
| 2002 | −21.6% | −33.2% | −21.6% | −37.4% | — |
| 2001 | −11.5% | −29.3% | −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.
IWV largest drawdowns
Now 2.5% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Oct 9, 2007 | −55.6% | Mar 9, 2009 | Mar 16, 2012 | 1.4 years | 4.4 years |
| Sep 1, 2000 | −47.6% | Oct 9, 2002 | May 5, 2006 | 2.1 years | 5.7 years |
| Feb 19, 2020 | −35.2% | Mar 23, 2020 | Aug 12, 2020 | 33 days | 6 months |
| Dec 27, 2021 | −25.1% | Oct 12, 2022 | Dec 18, 2023 | 9 months | 2.0 years |
| Sep 20, 2018 | −20.1% | Dec 24, 2018 | Apr 23, 2019 | 3 months | 7 months |
| Feb 19, 2025 | −19.3% | Apr 8, 2025 | Jun 27, 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.
IWV risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2000 |
|---|---|---|---|---|
| Annualized return | +22.1% | +12.5% | +14.5% | +8.4% |
| Volatility (annualized) | 12.8% | 15.9% | 15.7% | 15.6% |
| Sharpe ratio | 1.30 | 0.60 | 0.80 | — |
| Sortino ratio | 2.61 | 0.95 | 1.25 | — |
| Best month | +10.1% | +10.1% | +13.1% | +13.1% |
| Worst month | −5.8% | −9.2% | −13.7% | −18.8% |
| Best 12 months | +37.5% | +37.5% | +62.2% | +62.2% |
| Worst 12 months | +7.1% | −19.3% | −19.3% | −43.6% |
| Positive months | 64% | 58% | 68% | 64% |
| Beta vs S&P 500 | 1.02 | 1.01 | 1.02 | — |
| Correlation with S&P 500 | 0.99 | 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.
IWV rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 306 | −43.6% | +13.2% | +62.2% | 78% |
| 3-year (a year) | 282 | −15.5% | +11.4% | +26.3% | 86% |
| 5-year (a year) | 258 | −6.5% | +11.0% | +23.6% | 92% |
| 10-year (a year) | 198 | −1.4% | +10.2% | +16.6% | 97% |
Every holding period starting at a month-end since 2000. Returns for 3 years and longer are annualized.
IWV performance overview
iShares Russell 3000 ETF (IWV) returned +13.8% over the past year and +14.7% a year over ten years, with distributions reinvested. Since its first recorded price in 2000 it has returned +8.6% a year, turning $10,000 into about $87,614. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −55.6%, from Oct 9, 2007 to Mar 9, 2009, and it took 3.0 years to get back to the old high. IWV finished 20 of its 25 full calendar years with a gain; the best year was 2013 (+33.0%) and the worst 2008 (−37.2%). Volatility has been 15.6% a year.
Related: IWV chart, IWV holdings, IWV dividends, IWV valuation. See the IWV overview for the latest quote and fund facts.
IWV performance FAQ
What is the IWV return over the past year?
IWV returned +13.8% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 12.8%.
What is the average annual return of IWV?
IWV has returned +11.2% a year over 5 years, +14.7% a year over 10 years, +8.6% a year since May 26, 2000 (total return, distributions reinvested).
How much would $10,000 invested in IWV be worth?
$10,000 invested in IWV at its first recorded close on May 26, 2000 would be worth about $87,614 on October 23, 2026 with distributions reinvested.
What was the worst year for IWV?
The worst calendar year was 2008, with a total return of −37.2%. The best was 2013 at +33.0%.
What is the biggest drawdown of IWV?
The largest peak-to-trough decline was −55.6% between October 9, 2007 and March 9, 2009. It recovered to the old high on March 16, 2012, 3.0 years after the bottom.
How volatile is IWV?
Over the past 3 years IWV had an annualized volatility of 12.8% and a Sharpe ratio of 1.30 (excess return over 1–3 month T-bills per unit of risk).