IWM (iShares Russell 2000 ETF) — over the past 10 years it returned about 9.7% annualized on a total-return basis, yields roughly 0.99%, and had a worst drawdown near -41.1%. Here is the full picture — and you can backtest it yourself for free.
$10,000, 10 years on
A $10,000 investment 10 years ago, dividends reinvested, would be worth about $27,587 today.
Sortino
0.71
Volatility
22.6%
$10k → today
$27,587
Dividend history
| Year | Dividend / share | YoY growth |
|---|---|---|
| 2020 | $2.04 | — |
| 2021 | $2.09 | 2.3% |
| 2022 | $2.58 | 23.7% |
| 2023 | $2.70 | 4.6% |
| 2024 | $2.53 | -6.4% |
| 2025 | $2.55 | 1.0% |
Risk & return vs the S&P 500
| Metric | IWM | SPY |
|---|---|---|
| CAGR | 9.7% | 14.4% |
| Volatility | 22.6% | 17.6% |
| Sharpe | 0.52 | 0.85 |
| Sortino | 0.71 | 1.04 |
| Max drawdown | -41.1% | -33.7% |
| Dividend yield | 0.99% | 1.00% |