Cumulative total returns are reported as of the period indicated. Average annual total returns are historical and include change in share value and reinvestment of dividends and capital gains, if any. Click on the "Performance & Risk" link to view quarter-end performance. Yield and return will vary, therefore you have a gain or loss when you sell your shares. Current performance may be higher or lower than the performance data quoted. The performance data shown represents past performance, which is no guarantee of future results. The top 10% of funds in each fund category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. (Exchange-traded funds and open-end mutual funds are considered a single population for comparative purposes.) It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a funds monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The Morningstar Rating TM for funds, or "star rating," is calculated for funds with at least a three-year history. **The Overall Morningstar Rating TM for a fund is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics, which are based on risk-adjusted returns. This chart is not intended to imply any future performance of the fund. Figures include reinvestment of capital gains and dividends, but do not reflect the effect of any applicable sales charges or redemption fees, which would lower these figures. *The chart illustrates the NAV performance of a hypothetical $10,000 investment made in the fund on or on commencement of operations (whichever is later). Unlike mutual funds, ETF shares are bought and sold at market price, which may be higher or lower than their NAV, and are not individually redeemed from the fund.
ETFs are subject to management fees and other expenses. ETFs are subject to market fluctuation and the risks of their underlying investments. The sale of ETFs is subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal).
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By visiting, using or viewing this site, youĪgree to the following Full Disclaimer & Terms of UseĪnd Privacy Policy. Liable for any loss or damage caused by your reliance on information obtained. its subsidiaries, partners, officers, employees, affiliates, or agents be held All viewers agree that under noĬircumstances will BNK Invest, Inc. Transaction, or investment strategy is suitable for any specific person. None of the information contained herein constitutes a recommendation that any particular security, portfolio, or any of its affiliates, subsidiaries or partners. Nothing in ETF Channel is intended to be investment advice, nor does it represent the opinion of, counselįrom, or recommendations by BNK Invest Inc. IWN | iShares Russell 2000 Value ETF | ETF Channel | |Ĭopyright © 2009 - 2022, All Rights Reserved IWN - Key Stats (updated Friday, August 19, 10:05 AM)ĭividendRank'ed Dow Transports ComponentsĮnergy Stocks You Can Buy Cheaper Than Insiders DidĬrossing Above Their 200 Day Moving AverageĬrossing Below Their 200 Day Moving Average The underlying index represents approximately half of the Russell 2000 Index and gauges the performance of the small-cap value sector of the US equities market. Market News Video - Monday, April 6, 5:28 PMĭescription to the Russell 2000 Value Index Fund, traded under ticker symbol IWN: This ETF is a fund, created in July 2000, that corresponds to the price and yield performance, before fees and expenses, of the small-cap value sector of the United States equities market, as represented by the Russell 2000 Value Index.
ETF Introduction: IWN - iShares Russell 2000 Value ETF