All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

IWD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

IWD real return snapshot: after CPI-U inflation, IWD returned +20.29% over the past year and +16.17% YTD, with dividends reinvested. Since May 26, 2000, IWD is up +311.92% in real purchasing-power return, or +5.52%/yr, and is currently −3.26% below its real total-return high on Sep. 3, 2026.

Data ending Wed Oct. 7, 2026

Growth of $10,000

Fri 2000-05-26💬 to Wed 2026-10-07 Overall
Return
Exponential
Trendline
IWD
×
+311.92%
+5.52%/yr
+5.61%/yr
R2=0.865
iShares Russell 1000 Value ETF Exchange-Traded Fund

Growth of $10,000 Summary

Fri 2000-05-26💬 to Wed 2026-10-07 Start
Value
End
Value
IWD
×
$10,000.00
2000-05-26
$41,192.02
2026-10-07

This Year’s Performance

through 2026-10-07

  YTD YoY
IWD
×
+16.17% +20.29%

Drawdowns

  Current
Drawdown
Worst
Drawdown
IWD
×
−3.26%
on 2026-10-07
from 2026-09-03 peak
−60.91%
on 2009-03-09
from 2007-06-04 peak

Rolling Returns

Period ending Wed 2026-10-07 1 yr 2 yr 3 yr 5 yr 10 yr
IWD
×
+20.29% +29.22%
+13.68%/yr
+61.93%
+17.43%/yr
+40.34%
+7.01%/yr
+111.84%
+7.80%/yr

Annual Returns

Year IWD
2026 (YTD) +16.17%
2025 +12.66%
2024 +10.97%
2023 +7.73%
2022 −13.35%
2021 +16.74%
2020 +1.35%
2019 +23.31%
2018 −10.16%
2017 +11.10%
2016 +14.88%
2015 −4.67%
2014 +12.33%
2013 +30.13%
2012 +15.46%
2011 −2.76%
2010 +13.78%
2009 +15.97%
2008 −36.53%
2007 −4.63%
2006 +19.48%
2005 +3.11%
2004 +12.46%
2003 +28.32%
2002 −17.53%
2001 −7.67%
2000 +7.38%