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 +22.90% over the past year and +14.74% YTD, with dividends reinvested. Since May 26, 2000, IWD is up +306.85% in real purchasing-power return, or +5.51%/yr, and is currently −0.84% below its real total-return high on Jul. 16, 2026.

Data ending Wed Jul. 22, 2026

Growth of $10,000

Fri 2000-05-26💬 to Wed 2026-07-22 Overall
Return
Exponential
Trendline
IWD
×
+306.85%
+5.51%/yr
+5.56%/yr
R2=0.862
iShares Russell 1000 Value ETF Exchange-Traded Fund

Growth of $10,000 Summary

Fri 2000-05-26💬 to Wed 2026-07-22 Start
Value
End
Value
IWD
×
$10,000.00
2000-05-26
$40,684.68
2026-07-22

This Year’s Performance

through 2026-07-22

  YTD YoY
IWD
×
+14.74% +22.90%

Drawdowns

  Current
Drawdown
Worst
Drawdown
IWD
×
−0.84%
on 2026-07-22
from 2026-07-16 peak
−60.91%
on 2009-03-09
from 2007-06-04 peak

Rolling Returns

Period ending Wed 2026-07-22 1 yr 2 yr 3 yr 5 yr 10 yr
IWD
×
+22.90% +33.28%
+15.45%/yr
+47.09%
+13.73%/yr
+40.42%
+7.02%/yr
+108.06%
+7.60%/yr

Annual Returns

Year IWD
2026 (YTD) +14.74%
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%