IWM
IWM is an exchange-traded fund (ETF) that seeks to track the performance of the Russell 2000 Index. The Russell 2000 Index measures the performance of the 2,000 smallest stocks in the Russell 3000 Index, representing a broad segment of small-cap U.S. companies.
Asset Summary
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Asset Performance Metrics and Risk Characteristics:
Metrics below use daily returns for Jan 1, 2026 – Sep 10, 2026 (YTD).
Understanding asset performance is crucial for evaluating investment quality and making informed decisions. Metrics like trailing return and drawdown provide insights into how an asset has performed over time, its volatility, and the efficiency of its returns relative to risk. Performance indicators help assess the stability, risk, and reward of an investment, allowing investors and portfolio managers to make comparisons and strategize accordingly.
1 Month Trailing Return
-3.11%
Represents the percentage change in asset value over the past month.
3 Month Trailing Return
3.05%
Indicates the percentage change in asset value over the last three months.
Period Max Drawdown
11.19%
The highest percentage drop from the peak value to the lowest point during the observed period.
Standard Deviation
18.64%
Shows how much the asset’s daily returns deviate from the average, annualized for the entire period.
Sharpe Ratio
1.32
Measures the average return earned in excess of the risk-free rate per unit of volatility, annualized.
Calmar Ratio
2.19
The ratio of the annualized return to the maximum drawdown, reflecting the return per unit of risk.
Asset Technical Analysis
Technical analysis involves evaluating an asset's price and volume data to forecast future movements and make informed trading decisions. Using indicators such as moving averages, pivot levels, momentum studies, and candlestick pattern scans can clarify trend strength and volatility. The tabs below summarize moving averages, pivots, technical indicators, candlestick patterns, and recent prices for this symbol.
Analysis
Moving Averages
Moving Averages are commonly used to smooth out price data and identify trends over a specific period. Here’s a summary of the latest moving averages for various periods:
| Type/Period | |
|---|---|
| SMA | |
| EMA | |
| WMA | |
| WEMA |
- SMA (Simple Moving Average): Reflects the average price over a specific number of periods.
- EMA (Exponential Moving Average): Gives more weight to recent prices, making it more responsive to new information.
- WMA (Weighted Moving Average): Assigns a weight to each price, emphasizing more recent prices.
- WEMA (Weighted Exponential Moving Average): Combines elements of both WMA and EMA for a more responsive moving average.
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Enhance Your Trading NowFrequently Asked Questions
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IWM typically distributes dividends on a quarterly basis. These dividends are paid from the income generated by the underlying stocks in the ETF’s portfolio.
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Similar ETFs to IWM include the Vanguard Small-Cap ETF (VB) and the iShares S&P Small-Cap 600 ETF (IJR). These ETFs also focus on small-cap stocks and offer exposure to different segments of the small-cap market.
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Key performance metrics for IWM include its net asset value (NAV), expense ratio, total return, and tracking error. NAV represents the per-share value of the ETF, the expense ratio shows the cost of managing the fund, total return measures overall performance including dividends, and tracking error indicates how closely IWM follows the Russell 2000 Index.
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Dividends paid by the underlying stocks in IWM are collected and distributed to ETF shareholders. Investors can choose to receive dividends in cash or reinvest them to purchase additional shares of IWM.
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Historically, IWM has shown performance that mirrors the Russell 2000 Index, reflecting the trends and fluctuations of small-cap stocks. Long-term performance can vary, and investors should review historical data to understand performance over different periods.
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Yes, investing in IWM carries risks such as market risk and small-cap risk. Small-cap stocks can be more volatile and may be subject to higher risk compared to larger, established companies. Performance can be influenced by broader market conditions and economic factors affecting smaller companies.
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IWM is managed by BlackRock, Inc. The fund aims to replicate the performance of the Russell 2000 Index by holding the same stocks in similar proportions as the index. Management involves periodic rebalancing to ensure that the ETF accurately reflects the index.
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IWM is designed to closely track the performance of the Russell 2000 Index. Therefore, its performance should be very similar to that of the index, with minor variations due to tracking error and management fees.
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IWM includes small-cap stocks that are part of the Russell 2000 Index. These companies are typically smaller in size compared to large-cap stocks and span various sectors such as technology, healthcare, consumer services, and industrials.
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Yes, IWM can be held in retirement accounts such as IRAs or 401(k)s. It can be a suitable choice for investors looking to gain exposure to the small-cap segment of the U.S. stock market.
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Disclaimers
The information displayed on this site is sourced from third-party providers and is believed to be reliable. OHLCX has not independently verified this data and does not guarantee its accuracy. Content is for educational and informational purposes only and is not financial or investment advice.
With any investment, your capital is at risk. Past performance is no guarantee of future results. Consult your provider's terms and privacy policies where applicable.
Market data is provided in near real-time when available, but we do not guarantee its accuracy or timeliness.
Securities products are: Not FDIC insured · Not bank guaranteed · May lose value
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