Seasonal Analysis for iShares Russell 1000 ETF (IWB)
The following two tables show the seasonal performance of iShares Russell 1000 ETF, with the stock symbol IWB. The first table is a quarterly analysis. The second table is a semi-annual analysis that shows not only the two half-years but also the performance of the summer and winter half-years.
| Overview | 1st Quarter Jan. - Mar. |
2nd Quarter Apr. - Jun. |
3rd Quarter Jul. - Sep. |
4th Quarter Oct. - Dec. |
|---|---|---|---|---|
| Success Rate | 70.00% | 75.00% | 75.00% | 85.00% |
| Median Return | 3.39% | 3.31% | 4.18% | 6.58% |
| Average Return | 4.80% | 3.26% | 3.86% | 5.75% |
| Maximum Gain | 13.88% | 21.74% | 15.82% | 13.63% |
| Gain Year | 2019 | 2020 | 2009 | 2020 |
| Maximum Loss | -20.24% | -16.69% | -14.56% | -22.68% |
| Loss Year | 2020 | 2022 | 2011 | 2008 |
| Based on the past 20 years (2006-2025) | ||||
| Overview | Winter Season Oct. - Mar. |
Summer Season Apr. - Sep. |
First HY Jan. - Jun. |
Second HY Jul. - Dec. |
|---|---|---|---|---|
| Success Rate | 77.50% | 75.00% | 72.50% | 80.00% |
| Median Return | 5.85% | 3.53% | 3.31% | 5.34% |
| Average Return | 5.30% | 3.55% | 3.93% | 4.77% |
| Maximum Gain | 13.88% | 21.74% | 21.74% | 15.82% |
| Gain Year | 2019 | 2020 | 2020 | 2009 |
| Maximum Loss | -22.68% | -16.69% | -20.24% | -22.68% |
| Loss Year | 2008 | 2022 | 2020 | 2008 |
| Based on the past 20 years (2006-2025) | ||||