The following chart illustrates the average calendar month gain for the Russell 2000 since 1978.
The chart illustrates that the Russell 2000 has tended to enter its weakest phase of the year (on average) during the calendar month of September.
In fact, September and October have been the worst two calendar months for small-caps over the past four-plus decades.
What is the Russell 2000?
The Russell 2000 is a U.S. stock market index that is comprised of 2000 small-cap companies.
How are the stocks of the Russell 2000 selected?
The 2000 stocks that make up the Russell 2000 are the smallest cap companies from the Russell 3000 index. The Russell 3000 index is designed to track the overall U.S. stock market.
When was the Russell 2000 created?
The Russell 2000 was created in 1984 by the Frank Russell Company.
Is there a Russell 2000 ETF?
Yes. In fact, there are several Russell 2000 index funds. The largest is the iShares Russell 2000 ETF (IWM).