PortfoliosLab logoPortfoliosLab logo
iShares Russell Mid-Cap Growth ETF (IWP)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

ISIN
US4642874816
CUSIP
464287481
Issuer
iShares
Inception Date
Jul 17, 2001
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
Russell Midcap Growth Index
Domicile
United States
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Mid-Cap
Asset Class Style
Growth

Share Price Chart


Loading graphics...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in iShares Russell 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.


Loading graphics...

S&P 500 Index

Returns By Period

iShares Russell Mid-Cap Growth ETF (IWP) has returned -6.40% so far this year and 9.42% over the past 12 months. Over the last ten years, IWP has returned 11.41% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


iShares Russell Mid-Cap Growth ETF

1D
3.64%
1M
-6.27%
YTD
-6.40%
6M
-9.89%
1Y
9.42%
3Y*
12.54%
5Y*
4.78%
10Y*
11.41%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Aug 1, 2001, IWP's average daily return is +0.04%, while the average monthly return is +0.86%. At this rate, your investment would double in approximately 6.7 years.

Historically, 60% of months were positive and 40% were negative. The best month was Apr 2020 with a return of +15.7%, while the worst month was Oct 2008 at -22.0%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 5 months.

On a daily basis, IWP closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +10.7%, while the worst single day was Mar 16, 2020 at -12.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.94%0.81%-6.27%-6.40%
20256.25%-5.73%-7.38%3.23%9.61%4.42%1.98%1.05%-0.27%-0.27%-2.27%-1.23%8.45%
2024-0.57%7.46%2.37%-5.87%1.14%1.64%0.57%2.52%3.23%1.72%13.38%-6.22%21.86%
20238.72%-1.02%1.38%-1.44%0.09%7.68%3.00%-3.34%-4.86%-5.10%12.17%7.58%25.70%
2022-12.93%-1.24%1.55%-11.25%-3.86%-7.50%12.23%-3.28%-8.58%7.94%5.36%-6.02%-26.90%
2021-0.38%1.71%-1.82%5.47%-1.45%6.77%0.96%3.28%-4.95%7.14%-4.30%0.36%12.60%

Benchmark Metrics

iShares Russell Mid-Cap Growth ETF has an annualized alpha of 1.82%, beta of 1.06, and R² of 0.85 versus S&P 500 Index. Calculated based on daily prices since August 02, 2001.

  • This ETF captured 118.97% of S&P 500 Index gains and 108.69% of its losses — amplifying both gains and losses, but participating more in upside than downside.
  • With beta of 1.06 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.

Alpha
1.82%
Beta
1.06
0.85
Upside Capture
118.97%
Downside Capture
108.69%

Expense Ratio

IWP has an expense ratio of 0.23%, which is considered low.


Return for Risk

Risk / Return Rank

IWP ranks 24 for risk / return — below 24% 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.


IWP Risk / Return Rank: 2424
Overall Rank
IWP Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
IWP Sortino Ratio Rank: 2424
Sortino Ratio Rank
IWP Omega Ratio Rank: 2323
Omega Ratio Rank
IWP Calmar Ratio Rank: 2626
Calmar Ratio Rank
IWP Martin Ratio Rank: 2525
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

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


IWPBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.41

0.90

-0.49

Sortino ratio

Return per unit of downside risk

0.75

1.39

-0.63

Omega ratio

Gain probability vs. loss probability

1.10

1.21

-0.11

Calmar ratio

Return relative to maximum drawdown

0.63

1.40

-0.77

Martin ratio

Return relative to average drawdown

1.97

6.61

-4.63

Explore IWP risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

iShares Russell Mid-Cap Growth ETF provided a 0.36% dividend yield over the last twelve months, with an annual payout of $0.47 per share.


0.40%0.60%0.80%1.00%1.20%$0.00$0.10$0.20$0.30$0.40$0.50$0.6020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.47$0.51$0.51$0.56$0.64$0.35$0.39$0.45$0.58$0.47$0.57$0.45

Dividend yield

0.36%0.37%0.40%0.54%0.77%0.30%0.38%0.59%1.02%0.78%1.16%0.98%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.05$0.05
2025$0.00$0.00$0.10$0.00$0.00$0.13$0.00$0.00$0.12$0.00$0.00$0.16$0.51
2024$0.00$0.00$0.12$0.00$0.00$0.11$0.00$0.00$0.17$0.00$0.00$0.12$0.51
2023$0.00$0.00$0.14$0.00$0.00$0.09$0.00$0.00$0.18$0.00$0.00$0.15$0.56
2022$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.18$0.00$0.00$0.24$0.64
2021$0.00$0.00$0.05$0.00$0.00$0.06$0.00$0.00$0.13$0.00$0.00$0.11$0.35

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.


Loading graphics...

Worst Drawdowns

The table below displays the maximum drawdowns of the iShares Russell 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 Russell Mid-Cap Growth ETF was 56.92%, occurring on Nov 20, 2008. Recovery took 541 trading sessions.

The current iShares Russell Mid-Cap Growth ETF drawdown is 11.69%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-56.92%Oct 10, 2007283Nov 20, 2008541Jan 14, 2011824
-39.72%Aug 3, 2001293Oct 7, 2002290Dec 1, 2003583
-38.62%Nov 17, 2021146Jun 16, 2022583Oct 11, 2024729
-35.87%Feb 20, 202023Mar 23, 202074Jul 8, 202097
-25.2%Feb 19, 202535Apr 8, 202559Jul 3, 202594

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading graphics...