iShares Morningstar Mid-Cap Growth ETF (IMCG)

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The chart shows the growth of an initial investment of $10,000 in iShares Morningstar Mid-Cap Growth ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

iShares Morningstar Mid-Cap Growth ETF (IMCG) has returned -1.19% so far this year and 11.14% over the past 12 months. Over the last decade, IMCG has posted an annualized return of 12.58%, slightly higher than the S&P 500 Index benchmark’s 12.16%.

Based on dividend-adjusted daily data since Jul 2, 2004, IMCG's average daily return is +0.05%, while the average monthly return is +0.98%. At this rate, your investment would double in approximately 5.9 years.

Historically, 62% of months were positive and 38% were negative. The best month was Apr 2020 with a return of +16.4%, while the worst month was Oct 2008 at -22.1%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 6 months.

On a daily basis, IMCG closed higher 55% of trading days. The best single day was Oct 13, 2008 with a return of +11.5%, while the worst single day was Mar 16, 2020 at -12.2%.

iShares Morningstar Mid-Cap Growth ETF has an annualized alpha of 2.13%, beta of 1.04, and R² of 0.85 versus S&P 500 Index. Calculated based on daily prices since July 06, 2004.

• This ETF captured 113.38% of S&P 500 Index gains and 103.17% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• This ETF generated an annualized alpha of 2.13% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 1.04 and R² of 0.85, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

IMCG has an expense ratio of 0.06%, which is considered low.

IMCG ranks 32 for risk / return — below 32% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for iShares Morningstar Mid-Cap Growth ETF (IMCG) and compare them to a chosen benchmark (S&P 500 Index).

iShares Morningstar Mid-Cap Growth ETF provided a 0.80% dividend yield over the last twelve months, with an annual payout of $0.63 per share. The fund has been increasing its distributions for 5 consecutive years.

The table displays the monthly dividend distributions for iShares Morningstar Mid-Cap Growth ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the iShares Morningstar Mid-Cap Growth ETF. 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 Morningstar Mid-Cap Growth ETF was 58.96%, occurring on Nov 20, 2008. Recovery took 560 trading sessions.

The current iShares Morningstar Mid-Cap Growth ETF drawdown is 6.90%.

The chart below shows the rolling one-month volatility.