iShares Russell Mid-Cap Index Fund (BRMKX)
The fund generally invests at least 90% of its assets, plus the amount of any borrowing for investment purposes, in securities of the underlying index. The underlying index is a float-adjusted, capitalization-weighted index of equity securities issued by approximately 800 of the smallest issuers in the Russell 1000 Index.
Fund Info
US0919362865
May 13, 2015
$5,000,000
Mid-Cap
Blend
Expense Ratio
BRMKX has an expense ratio of 0.06%, which is considered low.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
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Returns By Period
iShares Russell Mid-Cap Index Fund (BRMKX) returned -1.56% year-to-date (YTD) and 2.00% over the past 12 months.
BRMKX
-1.56%
10.46%
-9.91%
2.00%
10.68%
N/A
^GSPC (Benchmark)
-3.77%
7.44%
-5.60%
8.37%
14.12%
10.46%
Monthly Returns
The table below presents the monthly returns of BRMKX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.24% | -2.90% | -4.59% | -1.07% | 3.04% | -1.56% | |||||||
| 2024 | -1.46% | 5.63% | 4.28% | -5.37% | 2.85% | -0.69% | 4.71% | 2.01% | 2.23% | -0.54% | 8.81% | -11.15% | 10.16% |
| 2023 | 8.31% | -2.38% | -1.57% | -0.50% | -2.82% | 8.36% | 3.94% | -3.46% | -5.04% | -4.98% | 10.20% | 6.16% | 15.51% |
| 2022 | -7.37% | -0.72% | 2.60% | -7.65% | 0.08% | -9.98% | 9.89% | -3.17% | -9.27% | 8.89% | 6.01% | -7.10% | -18.74% |
| 2021 | -0.23% | 5.56% | 2.74% | 5.03% | 0.83% | 1.43% | 0.75% | 2.54% | -4.11% | 5.99% | -3.48% | 0.97% | 18.92% |
| 2020 | -0.80% | -8.66% | -19.36% | 14.37% | 6.94% | 1.80% | 5.82% | 3.53% | -1.97% | 0.66% | 13.87% | 3.09% | 15.45% |
| 2019 | 10.77% | 4.31% | 0.86% | 3.86% | -6.17% | 6.87% | 1.42% | -2.91% | 1.97% | 1.04% | 3.65% | -0.18% | 27.39% |
| 2018 | 3.70% | -4.13% | 0.10% | -0.19% | 2.26% | 0.67% | 2.49% | 3.08% | -0.63% | -8.30% | 2.50% | -11.81% | -11.03% |
| 2017 | 2.40% | 2.81% | -0.18% | 0.82% | 0.91% | 0.90% | 1.51% | -0.80% | 2.77% | 1.58% | 3.37% | -13.89% | 0.92% |
| 2016 | -6.52% | 1.03% | 8.26% | 1.03% | 1.66% | 0.41% | 4.52% | -0.20% | 0.20% | -3.22% | 5.48% | 0.79% | 13.40% |
| 2015 | -0.49% | -1.99% | 0.95% | -5.03% | -3.71% | 6.19% | 0.21% | -2.73% | -6.80% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BRMKX is 32, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Russell Mid-Cap Index Fund (BRMKX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
iShares Russell Mid-Cap Index Fund provided a 6.60% dividend yield over the last twelve months, with an annual payout of $0.96 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.96 | $0.96 | $0.41 | $0.44 | $0.61 | $0.37 | $0.45 | $0.35 | $2.03 | $0.22 | $0.07 |
Dividend yield | 6.60% | 6.43% | 3.02% | 3.67% | 4.07% | 2.86% | 3.95% | 3.87% | 19.76% | 2.11% | 0.78% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Russell Mid-Cap Index Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.05 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.08 | $0.00 | $0.79 | $0.96 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.05 | $0.00 | $0.29 | $0.41 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.04 | $0.00 | $0.33 | $0.44 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.05 | $0.00 | $0.51 | $0.61 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.04 | $0.00 | $0.24 | $0.37 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.04 | $0.00 | $0.32 | $0.45 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.25 | $0.35 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $1.81 | $2.03 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.04 | $0.00 | $0.10 | $0.22 |
| 2015 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.07 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Russell Mid-Cap Index Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares Russell Mid-Cap Index Fund was 40.20%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.
The current iShares Russell Mid-Cap Index Fund drawdown is 12.64%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -40.2% | Feb 21, 2020 | 22 | Mar 23, 2020 | 141 | Oct 12, 2020 | 163 |
| -28.21% | Nov 17, 2021 | 229 | Oct 14, 2022 | 482 | Sep 17, 2024 | 711 |
| -27.89% | Dec 1, 2017 | 267 | Dec 24, 2018 | 267 | Jan 16, 2020 | 534 |
| -24.57% | Nov 26, 2024 | 90 | Apr 8, 2025 | — | — | — |
| -19.03% | Jun 23, 2015 | 162 | Feb 11, 2016 | 104 | Jul 12, 2016 | 266 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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