trailing returns
Russell 2000's 10-year annualized return is +11.4% per year (+193.1% cumulative). How the Russell 2000 (proxied by IWM, dividends reinvested) has performed over the last day, week, month and year, over 5, 10 and 20 years, and since inception — cumulative and annualized, with dividends on or off.
Updated July 2, 2026
Trailing returns by period#
To 2026-07-02. Annualized (CAGR) for windows of a year or more.
| Period | Path | Annualized | Cumulative |
|---|---|---|---|
| 1 day | — | -0.6% | |
| 1 week | — | -0.5% | |
| 1 month | — | +2.0% | |
| YTD | — | +21.1% | |
| 1 year | +37.6% | +37.6% | |
| 5 years | +6.4% | +36.5% | |
| 10 years | +11.4% | +193.1% | |
| 20 years | +8.7% | +433.4% | |
| Since inception (2000) | +8.8% | +806.2% |
Growth of IWM#
Actual index level (solid); dashed lines are each window's constant-rate path from start to today.
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-07-02). Cumulative return is the total change over the window; annualized return is the compound annual growth rate (CAGR), shown for windows of a year or more. Total return reinvests dividends (from IWM's split- and dividend-adjusted closes); price return excludes them. See the year-by-year returns for the calendar breakdown. Past performance does not predict future returns; not investment advice.
FAQ
- What is Russell 2000's 10-year return?
- Over the last 10 years, the Russell 2000 (proxied by IWM, dividends reinvested) returned about +11.4% a year annualized (+193.1% cumulative total return).
- What is Russell 2000's 20-year annualized return?
- Over the last 20 years, the Russell 2000 (proxied by IWM, dividends reinvested) compounded at about +8.7% a year (+433.4% cumulative).
- What is Russell 2000's return since inception?
- Since 2000, the Russell 2000 (proxied by IWM, dividends reinvested) has compounded at about +8.8% a year — +806.2% in total.
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