IWM追踪罗素2000小型股指数，是美国小型股权益表现和国内经济增长的主要基准。
Data updated Feb 15 · Source: Twelve Data
The iShares Russell 2000 ETF (IWM) provides broad exposure to U.S. small-cap equities, tracking approximately 2,000 smaller domestic companies. Recent performance has been impressive, with a 27.95% gain over six months and strong near-term momentum, trading above its 50-day moving average and approaching its 52-week high of $271.60. The rally reflects optimism around potential Fed rate cuts, deregulation expectations, and a broadening market beyond mega-cap tech. Small caps tend to be more domestically oriented, offering a hedge against global trade uncertainties, though they carry higher sensitivity to U.S. economic conditions. Key risks include elevated valuations relative to earnings quality, higher leverage ratios among small caps making them vulnerable to sustained higher interest rates, and historically weaker profitability margins compared to large-cap peers. The 5-year return of just 15.14% underscores the prolonged underperformance versus large caps. However, IWM serves as an essential portfolio diversifier, capturing domestic economic growth and potential mean-reversion upside if the valuation gap with large caps narrows. Best suited for investors with higher risk tolerance seeking cyclical recovery exposure.
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每个交易员都有一个在脑子里看起来很好的策略。回测是您发现它是否实际有效的方式。以下是如何正确测试策略、哪些指标重要，以及为什么大多数回测结果好得不真实。
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