Level Chart

Basic Info

The Russell 2000 Value Index measures the performance of the small-cap value segment of the US equity universe. It includes those Russell 2000 companies with relatively lower price-to-book ratios, lower I/B/E/S forecast medium term growth, and lower sales per share historical growth. The index is completely reconstituted annually to ensure new and growing equities are included and the the represented companies continue to reflect value characteristics.
Core Index Name Russell 2000 Value
Return Type Total Return
Currency Code USD
Category Hedge Type Not Hedged

Index Varieties

Return Types
Price Return Russell 2000 Value

Total Return Performance

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
5.11%
5.68%
15.50%
24.09%
0.70%
7.76%
7.26%
11.01%
As of May 14, 2024. Returns for periods of 1 year and above are annualized.

Annual Performance

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
7.84%
-12.86%
22.39%
4.63%
28.27%
-14.48%
14.65%
2.19%
As of May 14, 2024.

Basic Info

The Russell 2000 Value Index measures the performance of the small-cap value segment of the US equity universe. It includes those Russell 2000 companies with relatively lower price-to-book ratios, lower I/B/E/S forecast medium term growth, and lower sales per share historical growth. The index is completely reconstituted annually to ensure new and growing equities are included and the the represented companies continue to reflect value characteristics.
Core Index Name Russell 2000 Value
Return Type Total Return
Currency Code USD
Category Hedge Type Not Hedged

Index Varieties

Return Types
Price Return Russell 2000 Value