Millennium Management Performance Guide: Compare Returns of S&P 500 and iShares Russell 2000 ETF (IWM)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and IWM | ||
|---|---|---|
| S&P 500 | IWM | |
| Start Date | Jul-01-2014 | Jul-31-2014 |
| Start Price | $2,581.86 | $97.29 |
| End Date | Jul-01-2024 | Jul-02-2024 |
| End Price | $5,475.09 | $201.88 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Feb-29-2016 |
| Min Price | $2,503.97 | $91.80 |
| Max Date | Jul-01-2024 | Jun-30-2021 |
| Max Price | $5,475.09 | $220.22 |
| Total Return | 112.06% | 107.50% |
| Annualized Return | 7.74% | 7.51% |
| Current Value of $1,000 Purchase | $2,121 | $2,075 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.55% | 33.65% |
| Minimum Return | -25.54% | -32.29% |
| Maximum Return | 118.66% | 139.89% |
| Number Profitable Returns | 6,509 | 6,148 |
| Percent Profitable Returns | 89.66% | 84.68% |
| Number Unprofitable Returns | 751 | 1,112 |
| Percent Unprofitable Returns | 10.34% | 15.32% |
| Profitable to Unprofitable Returns Ratio | 8.67 | 5.53 |
IWM Performance Table and Chart
IWM Dividend Chart
IWM Dollar-cost Average
IWM Trendline Chart
IWM Moving Average Chart
IWM Stock Return Map - See Patterns of Gains and Losses
IWM Stock Returns/Purchase Dates