iShares Russell Top 200 Growth ETF (IWY) Performance
IWY total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +1.8% since Dec 31, 2025
- 1 year
- +2.2% total return
- 5 years
- +12.4% a year
- 10 years
- +18.6% a year
- Since first price
- +16.6% a year since 2009
IWY trailing returns vs SPY, QQQ, AGG
| Period | IWY total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −4.7% | −4.7% | −1.0% | −5.0% | +0.9% |
| 3 months | +1.6% | +1.5% | +3.2% | +1.9% | −0.4% |
| 6 months | +1.9% | +1.8% | +7.8% | +8.4% | −1.5% |
| YTD | +1.8% | +1.6% | +12.3% | +15.1% | −1.0% |
| 1 year | +2.2% | +1.9% | +14.4% | +15.9% | −1.1% |
| 3 years | +85.0%+22.8%/yr | +82.6% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +79.2%+12.4%/yr | +74.2% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +450.2%+18.6%/yr | +406.2% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +987.5%+17.2%/yr | +821.0% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| Since inceptionSep 28, 2009 | +1,269.1%+16.6%/yr | +1,025.9% | — | — | — |
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: IWY vs SPY
From Sep 28, 2009: IWY grew to $136,912, SPY to $96,534.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IWY returns by calendar year
14 of 16 full years positive. Best 2023 (+46.5%), worst 2022 (−29.9%). 2026 is year to date.
IWY annual returns table
| Year | IWY | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +1.8% | −13.8% | +12.3% | +15.1% | −1.0% |
| 2025 | +18.2% | −22.9% | +17.7% | +20.8% | +7.2% |
| 2024 | +34.9% | −13.9% | +24.9% | +25.6% | +1.3% |
| 2023 | +46.5% | −9.2% | +26.2% | +54.9% | +5.7% |
| 2022 | −29.9% | −32.5% | −18.2% | −32.6% | −13.0% |
| 2021 | +31.1% | −8.8% | +28.7% | +27.4% | −1.8% |
| 2020 | +39.0% | −30.8% | +18.3% | +48.6% | +7.5% |
| 2019 | +36.2% | −8.2% | +31.2% | +39.0% | +8.5% |
| 2018 | −0.7% | −22.2% | −4.6% | −0.1% | +0.1% |
| 2017 | +31.7% | −2.4% | +21.7% | +32.7% | +3.6% |
| 2016 | +6.8% | −8.8% | +12.0% | +7.1% | +2.4% |
| 2015 | +7.9% | −12.4% | +1.2% | +9.4% | +0.5% |
| 2014 | +13.4% | −6.8% | +13.5% | +19.2% | +6.0% |
| 2013 | +32.4% | −6.1% | +32.3% | +36.6% | −2.0% |
| 2012 | +14.7% | −9.3% | +16.0% | +18.1% | +3.8% |
| 2011 | +4.6% | −15.8% | +1.9% | +3.4% | +7.7% |
| 2010 | +12.0% | −15.5% | +15.1% | +19.9% | +6.4% |
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.
IWY largest drawdowns
Now 7.4% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Dec 27, 2021 | −32.7% | Oct 14, 2022 | Dec 13, 2023 | 10 months | 2.0 years |
| Feb 19, 2020 | −30.8% | Mar 23, 2020 | Jun 8, 2020 | 33 days | 4 months |
| Dec 16, 2024 | −23.2% | Apr 8, 2025 | Jun 27, 2025 | 4 months | 6 months |
| Oct 1, 2018 | −22.2% | Dec 24, 2018 | Apr 23, 2019 | 3 months | 7 months |
| Oct 29, 2025 | −16.6% | Mar 30, 2026 | May 8, 2026 | 5 months | 6 months |
| Jul 22, 2011 | −15.8% | Oct 3, 2011 | Jan 25, 2012 | 2 months | 6 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
IWY risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2009 |
|---|---|---|---|---|
| Annualized return | +24.8% | +14.7% | +19.1% | +17.1% |
| Volatility (annualized) | 16.4% | 19.5% | 17.9% | 16.0% |
| Sharpe ratio | 1.18 | 0.62 | 0.94 | 0.99 |
| Sortino ratio | 2.31 | 0.98 | 1.56 | 1.67 |
| Best month | +12.1% | +12.1% | +14.3% | +14.3% |
| Worst month | −8.3% | −12.4% | −12.4% | −12.4% |
| Best 12 months | +44.3% | +50.6% | +61.0% | +61.0% |
| Worst 12 months | +8.1% | −29.9% | −29.9% | −29.9% |
| Positive months | 64% | 60% | 67% | 65% |
| Beta vs S&P 500 | 1.19 | 1.16 | 1.09 | — |
| Correlation with S&P 500 | 0.90 | 0.93 | 0.93 | — |
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.
IWY rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 194 | −29.9% | +17.8% | +61.0% | 92% |
| 3-year (a year) | 170 | +8.5% | +16.3% | +35.4% | 100% |
| 5-year (a year) | 146 | +11.3% | +16.3% | +26.5% | 100% |
| 10-year (a year) | 86 | +13.4% | +17.3% | +20.5% | 100% |
Every holding period starting at a month-end since 2009. Returns for 3 years and longer are annualized.
IWY performance overview
iShares Russell Top 200 Growth ETF (IWY) returned +2.2% over the past year and +18.6% a year over ten years, with distributions reinvested. Since its first recorded price in 2009 it has returned +16.6% a year, turning $10,000 into about $136,912. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −32.7%, from Dec 27, 2021 to Oct 14, 2022, and it took 1.2 years to get back to the old high. IWY finished 14 of its 16 full calendar years with a gain; the best year was 2023 (+46.5%) and the worst 2022 (−29.9%). Volatility has been 16.0% a year.
Related: IWY chart, IWY holdings, IWY dividends, IWY valuation. See the IWY overview for the latest quote and fund facts.
IWY performance FAQ
What is the IWY return over the past year?
IWY returned +2.2% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 1.9%.
What is the average annual return of IWY?
IWY has returned +12.4% a year over 5 years, +18.6% a year over 10 years, +16.6% a year since September 28, 2009 (total return, distributions reinvested).
How much would $10,000 invested in IWY be worth?
$10,000 invested in IWY at its first recorded close on September 28, 2009 would be worth about $136,912 on October 23, 2026 with distributions reinvested.
What was the worst year for IWY?
The worst calendar year was 2022, with a total return of −29.9%. The best was 2023 at +46.5%.
What is the biggest drawdown of IWY?
The largest peak-to-trough decline was −32.7% between December 27, 2021 and October 14, 2022. It recovered to the old high on December 13, 2023, 1.2 years after the bottom.
How volatile is IWY?
Over the past 3 years IWY had an annualized volatility of 16.4% and a Sharpe ratio of 1.18 (excess return over 1–3 month T-bills per unit of risk).