Nasdaq - Delayed Quote USD
iShares Russell 2000 Small-Cap Index Fund (MASKX)
At close: 8:01 PM EDT
Performance Overview
Morningstar Return Rating | -- |
YTD Return | 11.58% |
5y Average Return | 9.06% |
Number of Years Up | 17 |
Number of Years Down | 9 |
Best 1Y Total Return (Oct 21, 2024) | 39.14% |
Worst 1Y Total Return (Oct 21, 2024) | -- |
Best 3Y Total Return | 39.14% |
Worst 3Y Total Return | 2.21% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
MASKX
Category
- YTD
- 11.05%
- 20.19%
- 1-Month
- 0.68%
- 0.02%
- 3-Month
- 9.24%
- 4.36%
- 1-Year
- 26.61%
- 60.18%
- 3-Year
- 1.82%
- 11.32%
- 5-Year
- 9.35%
- 13.88%
- 10-Year
- 8.77%
- 11.19%
- Last Bull Market
- 28.60%
- 27.98%
- Last Bear Market
- -17.17%
- -24.08%
Annual Total Return (%) History
Year
MASKX
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 5.11% | -3.28% | 9.24% | -- |
2023 | 2.78% | 5.16% | -5.13% | 14.01% |
2022 | -7.53% | -17.17% | -2.20% | 6.28% |
2021 | 12.65% | 4.26% | -4.35% | 2.13% |
2020 | -30.55% | 25.33% | 4.93% | 31.35% |
2019 | 14.52% | 2.12% | -2.38% | 9.93% |
2018 | 0.00% | 7.71% | 3.57% | -20.16% |
2017 | 2.53% | 2.36% | 5.64% | 3.31% |
2016 | -1.44% | 3.77% | 9.01% | 8.81% |
2015 | 4.40% | 0.46% | -12.02% | 3.57% |
2014 | 1.03% | 2.04% | -7.36% | 9.76% |
2013 | 12.39% | 3.32% | 10.17% | 8.75% |
2012 | 12.25% | -3.41% | 5.29% | 1.69% |
2011 | 7.86% | -1.75% | -21.99% | 15.52% |
2010 | 8.76% | -9.86% | 11.30% | 16.17% |
2009 | -15.05% | 20.61% | 19.24% | 3.68% |
2008 | -9.93% | 0.56% | -1.14% | -26.30% |
2007 | 1.94% | 4.44% | -3.22% | -4.80% |
2006 | 13.93% | -5.32% | 0.41% | 8.47% |
2005 | -5.46% | 4.35% | 4.51% | 1.02% |
2004 | 6.05% | 0.31% | -2.93% | 13.84% |
2003 | -4.47% | 23.01% | 8.96% | 14.27% |
2002 | 3.93% | -8.41% | -21.36% | 6.05% |
2001 | -6.60% | 13.83% | -20.70% | 20.85% |
2000 | 7.39% | -3.72% | 1.15% | -6.69% |
1999 | -5.74% | 15.19% | -6.10% | 18.48% |
1998 | 9.93% | -4.96% | -20.11% | 16.04% |
1997 | 14.68% | -3.76% | -- | -- |
Rank in Category (By Total Return)
YTD | 47 |
1-Month | 56 |
3-Month | 39 |
1-Year | 34 |
3-Year | 83 |
5-Year | 69 |
Load Adjusted Returns
1-Year | 26.61% |
3-Year | 1.82% |
5-Year | 9.35% |
10-Year | 8.77% |
Performance & Risk
YTD Return | 11.58% |
5y Average Return | 9.06% |
Rank in Category (ytd) | 47 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 1.08 |
Morningstar Risk Rating |
Fund Overview
Category | Small Blend |
Fund Family | BlackRock |
Net Assets | 2.91B |
YTD Return | 11.05% |
Yield | 1.49% |
Morningstar Rating | |
Inception Date | Aug 06, 2018 |
Fund Summary
The fund is a "feeder" fund that invests all of its assets in the Series, a series of the Master LLC, which has the same investment objective and strategies as the fund. It will be substantially invested in securities in the Russell 2000, and will invest, under normal circumstances, at least 80% of its assets in securities or other financial instruments that are components of or have economic characteristics similar to the securities included in the Russell 2000.
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