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-05-2024 |
End Price | $5,475.09 | $200.86 |
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% | 106.46% |
Annualized Return | 7.74% | 7.45% |
Current Value of $1,000 Purchase | $2,121 | $2,065 |
Number Returns | 7,260 | 7,260 |
Average Return | 30.55% | 33.63% |
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