IWM Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in IWM ten years ago, at the end of Oct 2016, was worth $26,717 at the end of Oct 2026 with every distribution reinvested: 10.3% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $47,384 reinvested (8.6% a year), or $41,326 taking the distributions as cash, $4,534 of it paid out along the way.
IWM became
$47,384
S&P 500: $72,756
Return a year
8.6%
S&P 500: 11.1%
Payouts reinvested
$5,301
bought more shares
Worst drop
-47.6%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | IWM total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +14.2% | $318 | +11.7% |
| 2025 | +12.7% | $432 | +17.7% |
| 2024 | +11.4% | $416 | +24.9% |
| 2023 | +16.8% | $451 | +26.2% |
| 2022 | −20.5% | $407 | −18.2% |
| 2021 | +14.5% | $335 | +28.7% |
| 2020 | +20.0% | $335 | +18.3% |
| 2019 | +25.4% | $328 | +31.2% |
| 2018 | −11.1% | $285 | −4.6% |
| 2017 | +14.6% | $297 | +21.7% |
| 2016 | +21.6% | $284 | +12.0% |
| 2015 | −4.5% | $255 | +1.2% |
| 2014 | +5.0% | $215 | +13.5% |
| 2013 | +38.7% | $210 | +32.3% |
| 2012 | +16.7% | $238 | +16.0% |
| 2011 | −4.4% | $143 | +1.9% |
| 2010 | +26.9% | $126 | +15.1% |
| 2009 | +28.5% | $101 | +26.4% |
| 2008 | −34.1% | $123 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: IWM total return
Data as of · Source: SmarterDividends data
- $10,000 invested in IWM at the end of Dec 2007, with distributions reinvested, was worth $47,384 at the end of Oct 2026: 8.6% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, IWM turned $10,000 into $26,717 with distributions reinvested, 10.3% a year.
- Over the 5 years to Oct 2026, IWM returned 5.4% a year with distributions reinvested (S&P 500: 12.0%).
- Taking IWM's distributions as cash instead of reinvesting them, the same $10,000 ended at $41,326, including $4,534 of cash received; reinvesting added $6,058.
- IWM's best calendar year in that time was 2013 (38.7%) and its worst 2008 (-34.1%), with distributions reinvested.
Cite this page
SmarterDividends, "IWM Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/IWM/total-return
IWM total return questions
If I invested $10,000 in IWM 10 years ago, how much would I have?
About $26,717 at the end of Oct 2026, with every distribution reinvested: 10.3% a year. Taking them as cash, you'd have shares worth $23,572 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is IWM's total return since Dec 2007?
374% in total, or 8.6% a year, through Oct 2026 with distributions reinvested. The share price alone rose 268%.
How much of IWM's return came from distributions?
About 17% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $6,058 better off on a $10,000 start.
What was IWM's worst year?
2008, at -34.1% with distributions reinvested (S&P 500: -36.8%). Its deepest fall from a peak, on month-end values, was -47.6%.
How is total return calculated here?
From month-end prices: the adjusted price counts every distribution reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.