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Drawdown history

IWM max drawdown: 52.5%

iShares Russell 2000 ETF. From its 2007-05-31 peak, IWM fell 52.5% to the 2009-02-28 trough and needed 3.8 years to make a new high (2011-02-28). Computed from 679 months of history starting 1970-01-31, including extended pre-ETF data where available.

US small caps, historically deeper drawdowns and longer recoveries than the S&P 500.

IWM drawdown statistics

Maximum drawdown
-52.5%

2007-05-31 peak to 2009-02-28 trough.

Recovery time
3.8 years

New high reached 2011-02-28.

Time underwater
72.9%

Share of all months spent below a prior high.

Worst 12 months
-42.9%

Rolling year ending 1974-09-30.

For context, SPY (the S&P 500 baseline) had a maximum drawdown of 50.8% over the same kind of monthly-close analysis.

The biggest IWM drawdowns on record

DepthPeakTroughRecoveredPeak to troughTotal underwater
-52.5%2007-05-312009-02-282011-02-2821 mo3.8 years
-52.5%1972-05-311974-09-301976-12-3128 mo4.6 years
-36.3%2000-02-292002-09-302003-12-3131 mo3.8 years
-34.5%1987-09-301987-11-301989-05-312 mo20 months
-32.4%1989-09-301990-10-311991-05-3113 mo20 months

Methodology: monthly closing prices, peak-to-trough on total return where available. History extends before the ETF's launch via documented proxy chains (index funds, indices, and academic series), the same data that powers BestFolio's strategy backtests. Educational information, not investment advice.

Drawdowns are the reason tactical strategies exist

Buy-and-hold IWM means living through every number on this page. BestFolio tracks published TAA strategies whose whole job is cutting these drawdowns, with out-of-sample track records.