All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
IWD real return snapshot: after CPI-U inflation, IWD returned +25.20% over the past year and +17.91% YTD, with dividends reinvested. Since May 26, 2000, IWD is up +318.09% in real purchasing-power return, or +5.57%/yr, and is currently −1.82% below its real total-return high on Sep. 3, 2026.
Data ending Mon Oct. 12, 2026
| Fri 2000-05-26💬 to Mon 2026-10-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| IWD × |
+318.09%
+5.57%/yr |
+5.61%/yr
R2=0.865 |
||||
| iShares Russell 1000 Value ETF Exchange-Traded Fund | ||||||
| Fri 2000-05-26💬 to Mon 2026-10-12 |
Start
Value |
End
Value |
|---|---|---|
| IWD × |
$10,000.00
2000-05-26 |
$41,808.56
2026-10-12 |
| YTD | YoY | |
|---|---|---|
| IWD × | +17.91% | +25.20% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| IWD × |
−1.82%
on 2026-10-12 from 2026-09-03 peak |
−60.91%
on 2009-03-09 from 2007-06-04 peak |
| Period ending Mon 2026-10-12 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| IWD × | +25.20% |
+29.08% +13.61%/yr |
+63.66% +17.85%/yr |
+44.05% +7.57%/yr |
+116.45% +8.03%/yr |
| Year | IWD |
|---|---|
| 2026 (YTD) | +17.91% |
| 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% |
