What if you invested $1,000 in Russell 2000 (IWM) in 2020? (Inflation-Adjusted)

IWM · Index · Adjusted to 2026 dollars using BLS CPI-U data

View nominal (non-adjusted) version

A $1,000 investment in Russell 2000 (IWM) in 2020 grew to $1,661 in nominal terms. But 2020 dollars had 25% more purchasing power than today. After adjusting for cumulative inflation using BLS CPI-U data, the real value of that growth works out to $1,329 in constant 2020 dollars, equivalent to a +4.7% real annualized return.

Nominal final value

$1,661

+66.1% total return

Real value (2020 dollars)

$1,329

+32.9% real total return

Real annualized return

+4.7%

vs. +8.5% nominal annualized

Cumulative CPI-U inflation since 2020: 25% (1 dollar in 2020 = $1.25 in 2026)

Year-by-Year (Inflation-Adjusted)

$1,000 in Russell 2000 (IWM) since 2020, values in constant 2020 dollars

YearNominal ValueReal Value (2020 $)
2020$1,000$1,000
2021$1,299$1,236
2022$1,284$1,119
2023$1,239$1,041
2024$1,267$1,034
2025$1,505$1,204
2026$1,745$1,396

Inflation adjustment uses BLS CPI-U annual data, deflated to 2026 dollars. Nominal stock data from Yahoo Finance (split-adjusted closing prices). Real values are expressed in constant 2020 purchasing-power dollars. For informational and educational purposes only. Not financial advice. Past performance does not guarantee future results. See our methodology and full disclaimer.