IWF: iShares Russell 1000 Growth ETF returns, drawdowns and risk
Funds that tilt towards companies with faster expected growth, typically technology and consumer names.
Data updated October 2026
IWF · US exchange · USDCategory: US growth ETFsData from October 2006
From October 2006 to October 2026 IWF returned 12.0% a year on average with dividends reinvested, in US dollars: $10,000 invested at the start grew to $96,827.
Its deepest fall was 51.8%, from October 2007 to March 2009, and it took about 51 months to get back to the previous high. Annual volatility was 20.6%; at the last close it was 5.1% below its high.
Against SPY (SPDR S&P 500 ETF Trust), over the 240 months both have data, the correlation of monthly returns was 0.96: they moved almost in lockstep. Beta was 1.05. In months when SPY rose, IWF moved 105% as much on average; in months when SPY fell, 101% as much.
Key figures
- Annual return (CAGR)
- +12.0%
- 1-year return
- +5.2%
- 5 years, a year
- +11.3%
- 10 years, a year
- +17.1%
- Annual volatility
- 20.6%
- Maximum drawdown
- −51.8%
- Sharpe ratio
- 0.58
- Worst year
- 2008: −38.8%
Trailing returns
| Period | IWF | SPY |
|---|---|---|
| 1 year | +5.2% | +16.6% |
| 3 years, a year | +22.5% | +23.1% |
| 5 years, a year | +11.3% | +12.7% |
| 10 years, a year | +17.1% | +15.4% |
To the last close of October 2026. Periods longer than a year are annualised.
Growth of $10,000: IWF vs SPY
Month-end values from November 2006, the first month both funds have data.
IWF drawdowns
Percentage below the previous high, weekly.
Returns by calendar year
| Year | IWF | SPY |
|---|---|---|
| 2026(partial) | +3.8% | +13.3% |
| 2025 | +18.0% | +17.7% |
| 2024 | +32.6% | +24.9% |
| 2023 | +41.8% | +26.2% |
| 2022 | −29.8% | −18.2% |
| 2021 | +26.9% | +28.7% |
| 2020 | +37.4% | +18.3% |
| 2019 | +34.8% | +31.2% |
| 2018 | −2.5% | −4.6% |
| 2017 | +28.8% | +21.7% |
| 2016 | +5.8% | +12.0% |
| 2015 | +4.4% | +1.2% |
| 2014 | +11.6% | +13.5% |
| 2013 | +31.7% | +32.3% |
| 2012 | +13.8% | +16.0% |
| 2011 | +1.3% | +1.9% |
| 2010 | +15.3% | +15.1% |
| 2009 | +35.0% | +26.4% |
| 2008 | −38.8% | −36.8% |
| 2007 | +10.7% | +5.1% |
| 2006(partial) | +2.8% | — |
IWF compared
How the figures are calculated
Total return in the fund’s trading currency, from end-of-day prices with dividends reinvested on the ex-date. The fund’s own ongoing charges are already reflected in its price; trading costs, taxes and currency conversion are not included. Past returns do not predict future returns.
Sharpe ratio uses the return of short-term government bills in the same currency as the risk-free rate. The growth chart uses month-end values; drawdowns and volatility use daily closes.
Questions
What is the average annual return of IWF?
From October 2006 to October 2026 IWF returned 12.0% a year on average (CAGR) with dividends reinvested, in USD. Over the last 5 years: +11.3% a year. Over the last 12 months: +5.2%.
What was the worst drawdown of IWF?
51.8%, from October 2007 to March 2009; it took about 51 months from the previous high to get back to it.
How volatile is IWF?
Annual volatility was 20.6% over the period. Its worst month was −17.7% and 62% of months were positive. Worst calendar year: 2008 (−38.8%).
How closely does IWF follow SPY?
Over 240 months the correlation of monthly returns was 0.96, so they moved almost in lockstep, with a beta of 1.05.
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Source: MarketStack end-of-day prices, total return with dividends reinvested. Figures are historical and descriptive; they are not forecasts and not investment advice. MEDGE Capital does not recommend buying or selling any instrument. Risk disclaimer.