IWM (iShares Russell 2000 ETF) — over the past 10 years it returned about 9.7% annualized on a total-return basis, yields roughly 0.91%, 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 $27,805 today.
Sortino
0.71
Volatility
22.7%
$10k → today
$27,805
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% | 14.2% |
| Volatility | 22.7% | 17.9% |
| Sharpe | 0.52 | 0.83 |
| Sortino | 0.71 | 1.01 |
| Max drawdown | -41.1% | -33.7% |
| Dividend yield | 0.91% | 1.02% |