New Zealand markets close in 2 hours

iShares Russell 2000 Small-Cap Idx Instl (MASKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
23.37+0.29 (+1.26%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.79%
5-year average return6.16%
Number of years up17
Number of years down9
Best 1-yr total return (2 May 2024)39.14%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return39.14%
Worst 3-yr total return2.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMASKXCategory
YTD-2.27%20.19%
1-month-7.02%0.02%
3-month1.68%4.36%
1-year13.18%60.18%
3-year-3.19%11.32%
5-year5.81%13.88%
10-year7.20%11.19%
Last bull market28.60%27.98%
Last bear market-17.17%-24.08%

Annual total return (%) history

Year
MASKXCategory
2024
N/AN/A
2023
16.90%N/A
2022
-20.39%N/A
2021
14.73%N/A
2020
19.97%10.99%
2019
25.50%23.75%
2018
-10.94%-12.72%
2017
14.55%12.28%
2016
21.33%20.78%
2015
-4.43%-5.38%
2014
4.81%3.79%
2013
39.14%37.39%
2012
16.10%15.46%
2011
-4.49%-4.07%
2010
26.77%25.61%
2009
26.67%31.80%
2008
-34.01%-36.56%
2007
-1.92%-1.10%
2006
17.49%15.03%
2005
4.16%6.75%
2004
17.55%18.94%
2003
46.32%43.41%
2002
-20.61%-16.22%
2001
1.88%8.92%
2000
-2.41%11.89%
1999
20.79%19.95%
1998
-3.14%-3.03%
1997
N/A26.36%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.11%N/AN/AN/A
20232.78%5.16%-5.13%14.01%
2022-7.53%-17.17%-2.20%6.28%
202112.65%4.26%-4.35%2.13%
2020-30.55%25.33%4.93%31.35%
201914.52%2.12%-2.38%9.93%
20180.00%7.71%3.57%-20.16%
20172.53%2.36%5.64%3.31%
2016-1.44%3.77%9.01%8.81%
20154.40%0.46%-12.02%3.57%
20141.03%2.04%-7.36%9.76%
201312.39%3.32%10.17%8.75%
201212.25%-3.41%5.29%1.69%
20117.86%-1.75%-21.99%15.52%
20108.76%-9.86%11.30%16.17%
2009-15.05%20.61%19.24%3.68%
2008-9.93%0.56%-1.14%-26.30%
20071.94%4.44%-3.22%-4.80%
200613.93%-5.32%0.41%8.47%
2005-5.46%4.35%4.51%1.02%
20046.05%0.31%-2.93%13.84%
2003-4.47%23.01%8.96%14.27%
20023.93%-8.41%-21.36%6.05%
2001-6.60%13.83%-20.70%20.85%
20007.39%-3.72%1.15%-6.69%
1999-5.74%15.19%-6.10%18.48%
19989.93%-4.96%-20.11%16.04%
199714.68%-3.76%N/AN/A

Rank in category (by total return)

YTD69
1-month83
3-month56
1-year58
3-year90
5-year79

Load adjusted returns

1-year13.18%
3-year-3.19%
5-year5.81%
10-year7.20%