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IWD · iShares Russell 1000 Value ETF

Over the last 15 years (2011-10 to 2026-10), $10,000 invested in IWD with dividends reinvested grew to $63,283, 13.01% a year, with a worst peak-to-trough fall of -26.73%. Past performance doesn't predict future results.

Growth of $10,000 · 2011-10 to 2026-10 · dividends reinvested

CAGR (annualized return)
13.01%
Volatility (annualized)
14.25%
Worst drawdown
-26.73%
Sharpe ratio
0.81

How IWD held up in past market crashes

IWD has been through 4 of the market crashes since 2000 in our data. Its deepest price fall was 61.2% in the 2008 financial crisis, when the S&P 500 fell 56.5%. It took 4.3 years from the bottom to get back to its high. No fund is safe from losses; past falls do not predict future ones.

Deepest price fall and recovery time of IWD in each market crash, next to the S&P 500
CrashIWD deepest fallS&P 500 (SPY)Peak to bottomBack to peak
2008 financial crisis-61.2%-56.5%Oct 2007 to Mar 20094.3 years
2018 fourth-quarter selloff-19.1%-20.2%Sep 2018 to Dec 20187 months
2020 COVID crash-38.4%-34.1%Feb 2020 to Mar 20209 months
2022 bear market-20.2%-25.4%Jan 2022 to Sep 202217 months

Price declines in the fund's listing currency, dividends not included, inside each crash's S&P 500 peak-to-bottom window. See how 50 popular ETFs compare in the crash study.

About IWD

iShares Russell 1000 Value ETF is an exchange-traded fund designed to track the performance of the Russell 1000 Value Index, giving investors exposure to U.S. large- and mid-cap value stocks. The fund focuses on established companies that typically trade at lower valuations relative to earnings, book value, or other fundamentals, and it spans a broad mix of sectors across the U.S. equity market.

Fund description from our market-data provider.

Put IWD to the test

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Educational use only, not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.