Seasonal Analysis for iShares Russell 2000 ETF (IWM)
The following two tables show the seasonal performance of iShares Russell 2000 ETF, with the stock symbol IWM. 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 | 65.00% | 70.00% | 55.00% | 85.00% |
| Median Return | 2.47% | 2.31% | 2.14% | 5.14% |
| Average Return | 5.82% | 3.86% | 6.51% | 5.63% |
| Maximum Gain | 14.64% | 25.51% | 18.64% | 31.30% |
| Gain Year | 2019 | 2020 | 2009 | 2020 |
| Maximum Loss | -30.65% | -17.27% | -21.81% | -27.03% |
| 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 | 75.00% | 62.50% | 67.50% | 70.00% |
| Median Return | 3.82% | 2.31% | 2.37% | 3.82% |
| Average Return | 5.71% | 4.86% | 4.70% | 5.96% |
| Maximum Gain | 31.30% | 25.51% | 25.51% | 31.30% |
| Gain Year | 2020 | 2020 | 2020 | 2020 |
| Maximum Loss | -30.65% | -21.81% | -30.65% | -27.03% |
| Loss Year | 2020 | 2011 | 2020 | 2008 |
| Based on the past 20 years (2006-2025) | ||||