iShares Russell 2000 Value ETF
for period ending October 31, 2023
This portfolio ingredient is provided by iShares.
IWN is the ticker for this portfolio ingredient. This ticker appears in the scatterplots below and on the Summary Page showing all portfolio ingredients. You can invest in this portfolio ingredient using the ticker "IWN" at your favorite brokerage. See
How to Invest (below) for more details on how buy this portfolio ingredient.
Use this page to find a high return, lower risk portfolio ingredients that you can use in constructing your own portfolio. To see portfolio recipes that combine multiple ingredients into optimized portfolios and minimize risk and maximize return, visit
www.RecipeInvesting.com.
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Risk vs. return for IWN: The scatterplots below show the best portfolio ingredients as dots closest to the green smiley the at top left of each scatterplot. The yellow dot shows the total return and risk for this portfolio ingredient. The risk is measured by maximum loss over each period. Any dot closer to the top left corner has shown better performance using this metric.
For more metrics (
Total Return,
Risk and Volatility,
Correlation) scroll down on this page. The Summary Page compares all portfolio ingredients.
Maximum Drawdown vs. Annual Return
●IWN●Peer group●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
Description iShares Russell 2000 Value ETF gives investors access to equities in a particular asset class. This portfolio ingredient is an exchange-traded fund and can be used as part of an overall asset allocation or as part of a portfolio recipe.
Category Global Asset Classes, U.S. Equity: Sm Cap Val
Peer Group Global Asset Classes. See
How to Invest, below. You can see how this portfolio ingredient has performed compared to its peers by clicking on any "Rank: Group" link in the Compare sections, below.
Methodology This portfolio is an exchange-traded fund and its holdings are determined by the fund's manager, iShares. The investment seeks to track the investment results of an index composed of small-capitalization U.S. equities that exhibit value characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Russell 2000 Value Index (the "underlying index"), which measures the performance of the small-capitalization value sector of the U.S. equity market. You may consult www.iShares.com for details on how this manager chooses particular assets for inclusion in this fund.
Cost- Since this is an exchange-traded fund, you can purchase this directly through your broker using the ticker IWN. See How to Invest, below.
- Fund fees. The manager of this fund charges a percentage of assets under management as its fee.
- Additional fees. If a financial adviser purchases this fund on your behalf, they may also charge a fee.
You can invest in this portfolio ingredient by buying the ticker symbol "IWN" at your favorite brokerage. See below for the full set of risk and return metrics for this portfolio ingredient. For portfolio recipes that combine multiple ingredients into optimized portfolios that minimize risk and maximize return, visit
www.RecipeInvesting.com.
Upgrade your subscription for full access. Only $15 per month. Cancel anytime.
You do not need to adjust the composition of this portfolio. While the underlying assets in this portfolio may change, the portfolio manager handles the details of buying and selling the underlying ingredients.
for period ending October 31, 2023
Downside Deviation vs. Annual Return
●IWN●Peer group●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
Standard Deviation vs. Annual Return
●IWN●Peer group●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
for period ending October 31, 2023
5-year graph ●IWN●Global equities (ACWI)●U.S. equities (SPY)●U.S. bonds (BND)●60% Equity / 40% Bonds (s.6040)
for period ending October 31, 2023
for period ending October 31, 2023
| | 1 year | 3 year | 5 year | 7 year | 10 year | 15 year |
| to Global Stocks (ACWI) | 0.76 | 0.85 | 0.89 | 0.84 | 0.83 | 0.86 |
| to S&P500 (SPY) | 0.76 | 0.83 | 0.87 | 0.84 | 0.83 | 0.87 |
| to U.S. Bonds (BND) | 0.39 | 0.42 | 0.23 | 0.18 | 0.15 | 0.08 |
| to Commodities (DBC) | 0.57 | 0.54 | 0.63 | 0.62 | 0.54 | 0.54 |
| to Gold (GLD) | 0.05 | -0.04 | 0.02 | -0.07 | -0.06 | -0.04 |
