What is iShares Russell 1000 Value ETF's average annual return?

Since 2001, iShares Russell 1000 Value ETF (IWD) has returned about 8.3% a year (the compound annual growth rate) and an average calendar-year return of 8.7%.

What were iShares Russell 1000 Value ETF's best and worst years?

Over 2001–2026, the best year was 2013 (+32.1%) and the worst was 2008 (-36.5%).

How often is iShares Russell 1000 Value ETF up in a year?

18 of the 25 full years since 2001 were positive — about 72% of the time.

IWD

iShares Russell 1000 Value ETFETF · Broad Market

$256.12−$0.01 (-0.00%)as of market close, Aug 6, 2026

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IWD returns by year

iShares Russell 1000 Value ETF has returned +8.3% annually (CAGR) since 2001. Calendar-year, monthly and weekly total returns for iShares Russell 1000 Value ETF (IWD) below, through August 6, 2026 — the most recent year is year-to-date.

Annualized (CAGR)

+8.3%

2001–2026

Average year

+8.7%

25 full years

Best year

+32.1%

2013

Worst year

-36.5%

2008

Positive years

18/25

72% up

iShares Russell 1000 Value ETF returns by year (2001–2026)#

Calendar-year returns with each year's path and its dividend contribution (dividend return = total minus price return).

iShares Russell 1000 Value ETF annual returns by year
Year	Start price	End price	Dividend	Total return
2026YTD	$210.34	$256.12	+0.8%	+22.6%
2025	$185.13	$210.34	+2.0%	+15.7%
2024	$165.25	$185.13	+2.1%	+14.2%
2023	$151.65	$165.25	+2.4%	+11.3%
2022	$167.93	$151.65	+1.9%	-7.8%
2021	$136.73	$167.93	+2.1%	+24.9%
2020	$136.48	$136.73	+2.5%	+2.7%
2019	$111.05	$136.48	+3.2%	+26.1%
2018	$124.34	$111.05	+2.2%	-8.5%
2017	$112.03	$124.34	+2.4%	+13.4%
2016	$97.86	$112.03	+2.8%	+17.2%
2015	$104.40	$97.86	+2.3%	-4.0%
2014	$94.17	$104.40	+2.3%	+13.2%
2013	$72.82	$94.17	+2.8%	+32.1%
2012	$63.48	$72.82	+2.7%	+17.4%
2011	$64.87	$63.48	+2.3%	+0.1%
2010	$57.40	$64.87	+2.5%	+15.5%
2009	$49.52	$57.40	+3.2%	+19.1%
2008	$80.25	$49.52	+1.8%	-36.5%
2007	$82.70	$80.25	+2.2%	-0.7%
2006	$69.03	$82.70	+2.7%	+22.5%
2005	$66.37	$69.03	+2.6%	+6.6%
2004	$58.37	$66.37	+2.4%	+16.1%
2003	$45.86	$58.37	+2.8%	+30.1%
2002	$55.40	$45.86	+1.6%	-15.6%
2001	$60.02	$55.40	+1.2%	-6.5%

Total return by period

-30%-20%-10%+0%+10%+20%+30%

'01'03'05'07'09'11'13'15'17'19'21'23'25

Methodology#

Returns are total returns (dividends reinvested), computed from IWD's split- and dividend-adjusted closes. The bar chart switches between annual and monthly periods. Annualized return is the compound annual growth rate over the full period. The current year is year-to-date. See also the periodic table of returns. Past performance does not predict future returns; not investment advice.

See also: S&P 500 · Nasdaq-100 · Dow Jones · Russell 2000 · US Bond Market · Gold · Silver · Bitcoin · Ethereum

FAQ

What is iShares Russell 1000 Value ETF's average annual return?: Since 2001, iShares Russell 1000 Value ETF (IWD) has returned about 8.3% a year (the compound annual growth rate) and an average calendar-year return of 8.7%.
What were iShares Russell 1000 Value ETF's best and worst years?: Over 2001–2026, the best year was 2013 (+32.1%) and the worst was 2008 (-36.5%).
How often is iShares Russell 1000 Value ETF up in a year?: 18 of the 25 full years since 2001 were positive — about 72% of the time.