PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
iShares Russell Midcap Growth ETF (IWP)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISINUS4642874816
CUSIP464287481
IssueriShares
Inception DateJul 17, 2001
RegionNorth America (U.S.)
CategoryAll Cap Equities
Index TrackedRussell Midcap Growth Index
Home Pagewww.ishares.com
Asset ClassEquity

Asset Class Size

Multi-Cap

Asset Class Style

Growth

Expense Ratio

The iShares Russell Midcap Growth ETF has a high expense ratio of 0.24%, indicating higher-than-average management fees.


0.50%1.00%1.50%2.00%0.24%

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds to compare with IWP

iShares Russell Midcap Growth ETF

Popular comparisons: IWP vs. VOT, IWP vs. IMCG, IWP vs. VO, IWP vs. IWS, IWP vs. IJK, IWP vs. SCHG, IWP vs. VOO, IWP vs. EFG, IWP vs. ILCG, IWP vs. SCHM

Performance

Performance Chart

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


200.00%300.00%400.00%500.00%600.00%OctoberNovemberDecember2024FebruaryMarch
630.23%
329.94%
IWP (iShares Russell Midcap Growth ETF)
Benchmark (^GSPC)

S&P 500

Returns By Period

iShares Russell Midcap Growth ETF had a return of 9.35% year-to-date (YTD) and 31.06% in the last 12 months. Over the past 10 years, iShares Russell Midcap Growth ETF had an annualized return of 11.29%, while the S&P 500 benchmark had an annualized return of 10.96%, indicating that iShares Russell Midcap Growth ETF performed slightly bigger than the benchmark.


PeriodReturnBenchmark
Year-To-Date9.35%10.04%
1 month3.39%3.53%
6 months26.10%22.79%
1 year31.06%32.16%
5 years (annualized)11.60%13.15%
10 years (annualized)11.29%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-0.57%7.46%
2023-3.34%-4.86%-5.10%12.17%7.58%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for iShares Russell Midcap Growth ETF (IWP) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
IWP
iShares Russell Midcap Growth ETF
2.09
^GSPC
S&P 500
2.76

Sharpe Ratio

The current iShares Russell Midcap Growth ETF Sharpe ratio is 2.09. A Sharpe ratio higher than 2.0 is considered very good.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
2.09
2.76
IWP (iShares Russell Midcap Growth ETF)
Benchmark (^GSPC)

Dividends

Dividend History

iShares Russell Midcap Growth ETF granted a 0.47% dividend yield in the last twelve months. The annual payout for that period amounted to $0.54 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.54$0.56$0.64$0.35$0.39$0.45$0.58$0.47$0.71$0.45$0.48$0.34

Dividend yield

0.47%0.54%0.77%0.30%0.38%0.59%1.02%0.78%1.46%0.98%1.03%0.80%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
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
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
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
2020$0.00$0.00$0.11$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.08
2019$0.00$0.00$0.12$0.00$0.00$0.11$0.00$0.00$0.09$0.00$0.00$0.13
2018$0.00$0.00$0.14$0.00$0.00$0.00$0.13$0.00$0.21$0.00$0.00$0.10
2017$0.00$0.00$0.11$0.00$0.00$0.00$0.12$0.00$0.13$0.00$0.00$0.11
2016$0.00$0.00$0.29$0.00$0.00$0.00$0.12$0.00$0.10$0.00$0.00$0.20
2015$0.00$0.00$0.10$0.00$0.00$0.00$0.11$0.00$0.10$0.00$0.00$0.15
2014$0.00$0.00$0.10$0.00$0.00$0.00$0.13$0.00$0.09$0.00$0.00$0.16
2013$0.06$0.00$0.00$0.00$0.08$0.00$0.09$0.00$0.00$0.10

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-6.00%
0
IWP (iShares Russell Midcap Growth ETF)
Benchmark (^GSPC)

Worst Drawdowns

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

The current iShares Russell Midcap Growth ETF drawdown is 6.00%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-56.92%Oct 10, 2007283Nov 20, 2008541Jan 14, 2011824
-39.72%Aug 3, 2001280Oct 7, 2002290Dec 1, 2003570
-38.62%Nov 17, 2021146Jun 16, 2022
-35.87%Feb 20, 202023Mar 23, 202074Jul 8, 202097
-25.03%Jul 8, 201161Oct 3, 2011120Mar 26, 2012181

Volatility

Volatility Chart

The current iShares Russell Midcap Growth ETF volatility is 3.16%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%OctoberNovemberDecember2024FebruaryMarch
3.16%
2.82%
IWP (iShares Russell Midcap Growth ETF)
Benchmark (^GSPC)