IWM return calculator
Your investment#
Key dates
Start at a well-known dateRecentMarket topsMarket bottomsEventsKey dates
End at a well-known dateMarket topsMarket bottomsEventsOr drag the slider to set start and end dates
2000 to today, log scaleResult#
$1,000 invested in IWM on October 12, 2016 was worth $2,583 on October 12, 2026, with dividends reinvested.
That’s 10.0% a year compounded (CAGR) over 10 years: 2.6 times your money.
Over the same dates the same $1,000 would be worth $4,263 in the S&P 500 and $6,809 in the Nasdaq-100: IWM trailed both the S&P 500 and the Nasdaq-100.
How this period ranks#
Better than 70% of all 198 periods of 10 years since 2000.
Growth of $1,000 in IWM, October 12, 2016 to October 12, 2026#
How far IWM was below its previous high. The biggest fall: −41.1% from Aug 31, 2018 to Mar 23, 2020, back to the high by Nov 9, 2020.
Your one buy. $1,000 on October 12, 2016, worth $2,583 on October 12, 2026. Pick Monthly or Yearly to see a plan's buys.
What $1,000 would be worth on October 12, 2026, by start date#
Each point is the same amount invested that day and held to October 12, 2026, dividends reinvested. Above the line it made money.
$1,000 invested in IWM, by year#
Started on each year's first close and held to Oct 12, 2026, dividends reinvested.
| Started | Worth Oct 12, 2026 | Multiple | A year (CAGR) |
|---|---|---|---|
| 2017 | $2,314 | 2.3× | 9.0% |
| 2018 | $2,011 | 2.0× | 8.3% |
| 2019 | $2,271 | 2.3× | 11.1% |
| 2020 | $1,820 | 1.8× | 9.2% |
| 2021 | $1,538 | 1.5× | 7.7% |
| 2022 | $1,308 | 1.3× | 5.8% |
| 2023 | $1,675 | 1.7× | 14.7% |
| 2024 | $1,435 | 1.4× | 13.9% |
| 2025 | $1,279 | 1.3× | 14.9% |
| 2026 | $1,125 | 1.1× | — |
Methodology#
A buy is made at the start date's close, or the next session's when the market was closed that day, and valued at the end date's close; a monthly or yearly plan buys on the same day of each month or year. "Dividends reinvested" uses split- and dividend-adjusted closes (a standard total-return approximation; taxes and fees excluded). "Price-only" uses split-adjusted closes. IWM data begins May 26, 2000; values as of October 12, 2026 and refresh daily. The ranking compares month-end to month-end periods. Past performance does not predict future returns; not investment advice.
See the live IWM chart and fundamentals on the IWM quote page or the S&P 500 return calculator.
FAQ#
- How much would $1,000 invested in IWM be worth today?
- $1,000 invested in IWM on October 12, 2016 would be worth $2,583 on October 12, 2026, with dividends reinvested — 10.0% a year compounded (CAGR).
- How far back does the IWM calculator go?
- IWM data begins May 26, 2000, with a close every session. Pick any start and end date in that span — 26 years, 5 months of history.
- Does this include dividends?
- Yes. The default "dividends reinvested" view uses split- and dividend-adjusted closing prices — a standard total-return approximation that excludes taxes and fees. A price-only view (split-adjusted, no dividends) is also available.
