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SMMD · Ishares Russell 2500 ETF

Over the last 9 years (2017-08 to 2026-10), $10,000 invested in SMMD with dividends reinvested grew to $24,622, 10.23% a year, with a worst peak-to-trough fall of -29.82%. Past performance doesn't predict future results.

Growth of $10,000 · 2017-08 to 2026-10 · dividends reinvested

CAGR (annualized return)
10.23%
Volatility (annualized)
20.29%
Worst drawdown
-29.82%
Sharpe ratio
0.45

How SMMD held up in past market crashes

SMMD has been through 3 of the market crashes since 2000 in our data. Its deepest price fall was 41.1% in the 2020 COVID crash, when the S&P 500 fell 34.1%. It took 8 months 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 SMMD in each market crash, next to the S&P 500
CrashSMMD deepest fallS&P 500 (SPY)Peak to bottomBack to peak
2018 fourth-quarter selloff-25.6%-20.2%Sep 2018 to Dec 201813 months
2020 COVID crash-41.1%-34.1%Feb 2020 to Mar 20208 months
2022 bear market-25.7%-25.4%Jan 2022 to Sep 202222 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 SMMD

iShares Russell 2500 ETF is an exchange-traded fund that seeks to track the performance of the Russell 2500 Index, giving investors broad exposure to U.S. small- and mid-cap equities. The fund is designed to represent a diversified slice of the domestic equity market, holding companies across a wide range of sectors such as industrials, financials, technology, healthcare, and consumer industries. Managed by BlackRock under the iShares brand, it uses a passive indexing approach to mirror the benchmark as closely as possible. iShares Russell 2500 ETF is used by market participants as a core building block for accessing the smaller-company segment of the U.S. stock market within a single fund structure.

Put SMMD to the test

Every tool below opens prefilled with SMMD: free, no account needed.

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.