Russell 3000 trailing returns
Russell 3000's 10-year annualized return is +14.6% per year (+291.6% cumulative). How the Russell 3000 (proxied by IWV, dividends reinvested) has performed over the last day, week, month and year, over 5, 10 and 20 years, and since inception, through September 4, 2026 — cumulative and annualized, with dividends on or off.
Trailing returns by period#
To 2026-09-04. Annualized (CAGR) for windows of a year or more.
| Period | Path | Annualized | Cumulative |
|---|---|---|---|
| 1 day | — | -0.3% | |
| 1 week | — | +0.1% | |
| 1 month | — | +0.3% | |
| YTD | — | +13.7% | |
| 1 year | +20.7% | +20.7% | |
| 5 years | +11.6% | +73.2% | |
| 10 years | +14.6% | +291.6% | |
| 20 years | +11.0% | +701.9% | |
| Since inception (2000) | +8.6% | +782.7% |
Growth of IWV
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 (2026-09-04). 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 IWV'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 3000's 10-year return?
- Over the last 10 years, the Russell 3000 (proxied by IWV, dividends reinvested) returned about +14.6% a year annualized (+291.6% cumulative total return).
- What is Russell 3000's 20-year annualized return?
- Over the last 20 years, the Russell 3000 (proxied by IWV, dividends reinvested) compounded at about +11.0% a year (+701.9% cumulative).
- What is Russell 3000's return since inception?
- Since 2000, the Russell 3000 (proxied by IWV, dividends reinvested) has compounded at about +8.6% a year — +782.7% in total.