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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.
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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%
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%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.94% | 0.81% | -6.27% | -6.40% | |||||||||
| 2025 | 6.25% | -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% |
| 2023 | 8.72% | -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
- R²
- 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.
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).
| IWP | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.41 | 0.90 | -0.49 |
Sortino ratioReturn per unit of downside risk | 0.75 | 1.39 | -0.63 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.21 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.63 | 1.40 | -0.77 |
Martin ratioReturn relative to average drawdown | 1.97 | 6.61 | -4.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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.
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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, 2007 | 283 | Nov 20, 2008 | 541 | Jan 14, 2011 | 824 |
| -39.72% | Aug 3, 2001 | 293 | Oct 7, 2002 | 290 | Dec 1, 2003 | 583 |
| -38.62% | Nov 17, 2021 | 146 | Jun 16, 2022 | 583 | Oct 11, 2024 | 729 |
| -35.87% | Feb 20, 2020 | 23 | Mar 23, 2020 | 74 | Jul 8, 2020 | 97 |
| -25.2% | Feb 19, 2025 | 35 | Apr 8, 2025 | 59 | Jul 3, 2025 | 94 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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