russell 2000 index fund performance

Index: Russell 2000 Index (Gross Total Return).<br /><br /> Index returns are for illustrative purposes only. Performance shown for certain share classes of certain funds is synthetic, pre-inception performance leveraging the performance of a different share class of the fund. Visit your brokerage today to see how you can get started. Performance results represent past performance and are no guarantee of future results.<br /><br />The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. The $10,000 Hypothetical Over Time chart reflects a hypothetical $10,000 investment in the investor class of shares noted and does not assume the max sales charge. Current performance may be lower or higher than the performance data quoted. Javascript is required. Data reflects different methodology from the BlackRock calculated returns in the Returns tab. The investment seeks to match the performance of the Russell 2000® Index as closely as possible before the deduction of fund expenses. Negative earnings are excluded, extraordinary items are excluded, and P/E ratios over 60 are set to 60. The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. Performance information shown without sales charge would have been lower if the applicable sales charge had been included. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Vanguard Russell 2000 Index is a fine offering with a durable cost advantage against its actively managed peers, but there are better index alternatives. ©2020 BlackRock, Inc. All rights reserved. Source: Lipper. Amy Whitelaw, Managing Director, is the Head of the U.S. & Canadian iShares Equity ETF Portfolio Engineering within BlackRock's Index Equity team. Had sales charge been included, returns would have been lower. Terms of Service apply. Ms. Whitelaw earned a BA degree in International studies and French from Dickinson College in 1993. © Copyright 2020 Morningstar, Inc. All rights reserved. When evaluating fund performance, it is important to note that it does not represent actual performance of such share class. It earns a Morningstar Analyst Rating of Bronze. 966. USD | NAV as of Oct 14, 2020 | 1-Day Return as of Oct 14, 2020, 10:05 PM GMT+00:00. © Copyright 2020 Morningstar, Inc. All rights reserved. The most common distribution frequencies are annually, biannually and quarterly. She is a member of the LifePath Executive Committee and serves as a member of the U.S. & Canada Defined Contribution Operating Committee. BlackRock funds are also available through certain brokerage accounts. This site is protected by reCAPTCHA and the Google Ms. Whitelaw also co-chairs the Women's Initiative Network on the West Coast. Investing involves risk, including possible loss of principal.Fund details, holdings and characteristics are as of the date noted and subject to change. Unlock our full analysis with Morningstar Premium. Current year distributions are not classified as “Income,” “Short-Term Capital Gains,” “Long-Term Capital Gains,” or “Return of Capital” until calendar year-end. Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds. All investments are made at the level of the Master Portfolio. ©2020 BlackRock, Inc. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, FACTORSELECT, iTHINKING, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, CoRI and the CoRI logo are trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. Rankings based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. Learn How to Read a Morningstar Analyst Report. Past distributions are not indicative of future distributions.Click here, for the most recent distributions. The chart uses total return NAV performance and assumes reinvestment of dividends and capital gains. For standardized performance, please see the Performance section above. All returns assume reinvestment of all dividends. Best 3-Month Return Over the Last 3 Years, Worst 3-Month Return Over the Last 3 Years. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. It earns a Morningstar Analyst Rating of Bronze. Performance data is not currently available. Get our overall rating based on a fundamental assessment of the pillars below. Read the prospectus carefully before investing. Alan Mason, Managing Director, is Head of Americas ETF & Index Investments. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VRTIX’s performance objective and investment process is for both security selection and portfolio construction. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.<br /><br />Morningstar Ratings are for the share classes cited only; other classes may have different ratings. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IWM’s performance objective and investment process is for both security selection and portfolio construction. Learn How to Read a Morningstar Analyst Report. Index performance returns do not reflect any management fees, transaction costs or expenses. At BGI, Mr. Mason served as head of portfolio management and strategy for U.S. transitions, strategist for the Global Index and Markets Group, head of U.S. Asset Allocation, and most recently as head of Global Portfolio Management, Client Solutions. To reach a different BlackRock site directly, please update your user type. I consult or invest on behalf of a financial institution. All other marks are the property of their respective owners. As of May 31, 2020, the Fund held 67.09% of the Master Portfolio.The fund may use derivatives to hedge its investments or to seek to enhance returns. Investing involves risk, including possible loss of principal. iShares Russell 2000 Small-Cap Index Fund received the following Tax Efficiency ratings for the 3-, 5-, and 10-year periods, respectively: 4 (848 funds), 4 (719 funds), and - ( funds).<br /><br />Lipper ratings for Tax Efficiency (US) reflect funds' historical success in postponing taxable distributions relative to peers. The book value of a company is a measure of how much a company's assets are worth assuming the company's debts are paid off. Alpha takes the volatility (price risk) of a mutual fund and compares its risk-adjusted performance to a benchmark index. The Russell 2000 Index measures the performance of the small-cap segment of the U.S. equity universe and is comprised of the smallest 2000 companies in the Russell 3000 Index, representing approximately 10% of the total market capitalization of that Index. This site is protected by reCAPTCHA and the Google O ver the past one-month period, the major U.S. benchmarks witnessed a positive trend that helped most of them to register gains. For this share class, the contractual waiver end date is Apr 30, 2021. Performance during periods of exceptional market conditions should not be expected to be repeated in a normal market environment. Get fund performance data on Russell 2000 PR USD (RUT) including growth, trailing returns, and quarterly and monthly returns. Terms of Service apply. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Unlock our full analysis with Morningstar Premium. USR-9694. An index fund has operating and other expenses while an index does not. Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which may be used to gain or reduce market exposure and/or risk management. Tax Efficiency (US) offers no benefit to investors in tax-sheltered accounts such as retirement plans.

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