All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

IWD: Total Return Chart (with Dividends Reinvested)

IWD total return snapshot: IWD returned +28.75% over the past year and +24.62% YTD, with dividends reinvested. Since May 26, 2000, IWD is up +735.08% in nominal total return, or +8.36%/yr, and is currently −0.54% below its total-return high on Oct. 29, 2026.

Data ending Mon Nov. 2, 2026

Growth of $10,000

Fri 2000-05-26💬 to Mon 2026-11-02 Overall
Return
Exponential
Trendline
IWD
×
+735.08%
+8.36%/yr
+8.11%/yr
R2=0.928
iShares Russell 1000 Value ETF Exchange-Traded Fund

Growth of $10,000 Summary

Fri 2000-05-26💬 to Mon 2026-11-02 Start
Value
End
Value
IWD
×
$10,000.00
2000-05-26
$83,508.27
2026-11-02

This Year’s Performance

through 2026-11-02

  YTD YoY
IWD
×
+24.62% +28.75%

Drawdowns

  Current
Drawdown
Worst
Drawdown
IWD
×
−0.54%
on 2026-11-02
from 2026-10-29 peak
−60.10%
on 2009-03-09
from 2007-06-04 peak

Rolling Returns

Period ending Mon 2026-11-02 1 yr 2 yr 3 yr 5 yr 10 yr
IWD
×
+28.75% +42.88%
+19.53%/yr
+82.28%
+22.16%/yr
+71.91%
+11.44%/yr
+212.71%
+12.08%/yr

Annual Returns

Year IWD
2026 (YTD) +24.62%
2025 +15.68%
2024 +14.17%
2023 +11.34%
2022 −7.75%
2021 +24.95%
2020 +2.73%
2019 +26.12%
2018 −8.45%
2017 +13.45%
2016 +17.25%
2015 −3.97%
2014 +13.17%
2013 +32.09%
2012 +17.46%
2011 +0.13%
2010 +15.48%
2009 +19.13%
2008 −36.48%
2007 −0.73%
2006 +22.49%
2005 +6.64%
2004 +16.12%
2003 +30.73%
2002 −15.57%
2001 −6.24%
2000 +8.97%