iShares Russell Midcap Growth ETF (IWP)
IWP is a passive ETF by iShares tracking the investment results of the Russell Midcap Growth Index. IWP launched on Jul 17, 2001 and has a 0.24% expense ratio.
ETF Info
US4642874816
464287481
Jul 17, 2001
North America (U.S.)
1x
Russell Midcap Growth Index
Multi-Cap
Growth
Share Price Chart
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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.
Returns By Period
iShares Russell Midcap Growth ETF had a return of 23.08% year-to-date (YTD) and 36.80% in the last 12 months. Over the past 10 years, iShares Russell Midcap Growth ETF had an annualized return of 11.59%, while the S&P 500 benchmark had an annualized return of 11.11%, indicating that iShares Russell Midcap Growth ETF performed slightly bigger than the benchmark.
IWP
23.08%
5.13%
14.66%
36.80%
12.17%
11.59%
^GSPC (Benchmark)
23.08%
0.10%
10.70%
30.05%
13.52%
11.11%
Monthly Returns
The table below presents the monthly returns of IWP, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.57% | 7.46% | 2.37% | -5.87% | 1.14% | 1.64% | 0.57% | 2.52% | 3.38% | 1.72% | 23.08% | ||
| 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% |
| 2020 | 0.90% | -6.90% | -15.01% | 15.70% | 9.91% | 2.40% | 8.08% | 2.73% | -1.41% | 0.12% | 13.33% | 4.75% | 35.25% |
| 2019 | 11.34% | 5.88% | 1.38% | 4.37% | -5.73% | 7.00% | 2.27% | -1.84% | -1.13% | 1.86% | 4.91% | 1.19% | 35.04% |
| 2018 | 5.60% | -3.15% | -0.13% | -0.99% | 3.77% | 0.32% | 2.14% | 5.75% | -0.44% | -9.91% | 2.52% | -9.04% | -4.89% |
| 2017 | 3.30% | 2.84% | 0.50% | 1.50% | 2.37% | 0.23% | 1.67% | 0.65% | 2.82% | 2.83% | 3.30% | 0.53% | 24.93% |
| 2016 | -7.50% | 1.43% | 7.54% | -0.13% | 1.69% | -0.02% | 4.89% | -0.34% | 0.00% | -4.10% | 4.36% | 0.34% | 7.57% |
| 2015 | -1.67% | 6.86% | 0.16% | -0.69% | 1.19% | -1.59% | 1.60% | -5.86% | -3.92% | 6.29% | 0.25% | -2.34% | -0.46% |
| 2014 | -2.25% | 6.26% | -1.84% | -1.50% | 2.77% | 3.12% | -3.00% | 5.34% | -3.00% | 2.80% | 3.31% | -0.30% | 11.69% |
| 2013 | 6.13% | 0.92% | 4.07% | 1.46% | 2.60% | -1.35% | 6.35% | -2.02% | 5.07% | 2.62% | 2.14% | 3.17% | 35.52% |
Expense Ratio
IWP has an expense ratio of 0.24%, which is considered low compared to other funds.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IWP is 69, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Russell Midcap Growth ETF (IWP) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares Russell Midcap Growth ETF provided a 0.42% dividend yield over the last twelve months, with an annual payout of $0.54 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 0.42% | 0.54% | 0.77% | 0.30% | 0.38% | 0.60% | 1.02% | 0.78% | 1.47% | 0.98% | 1.03% | 0.79% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.39 | |
| 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 |
| 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 | $0.39 |
| 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 | $0.45 |
| 2018 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.00 | $0.13 | $0.00 | $0.21 | $0.00 | $0.00 | $0.11 | $0.58 |
| 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 | $0.47 |
| 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 | $0.71 |
| 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 | $0.45 |
| 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 | $0.48 |
| 2013 | $0.06 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.09 | $0.00 | $0.00 | $0.10 | $0.34 |
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.
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 3.00%.
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 | 280 | Oct 7, 2002 | 290 | Dec 1, 2003 | 570 |
| -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 |
| -25.03% | Jul 8, 2011 | 61 | Oct 3, 2011 | 120 | Mar 26, 2012 | 181 |
Volatility
Volatility Chart
The current iShares Russell Midcap Growth ETF volatility is 5.62%, 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.