iShares Russell Midcap ETF (IWR)
IWR is a passive ETF by iShares tracking the investment results of the Russell Midcap Index. IWR launched on Jul 17, 2001 and has a 0.19% expense ratio.
ETF Info
US4642874998
464287499
Jul 17, 2001
North America (U.S.)
1x
Russell Midcap Index
Mid-Cap
Blend
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 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 ETF had a return of 21.42% year-to-date (YTD) and 32.54% in the last 12 months. Over the past 10 years, iShares Russell Midcap ETF had an annualized return of 10.05%, while the S&P 500 had an annualized return of 11.16%, indicating that iShares Russell Midcap ETF did not perform as well as the benchmark.
IWR
21.42%
5.29%
15.26%
32.54%
11.70%
10.05%
^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
Monthly Returns
The table below presents the monthly returns of IWR, 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 | -1.42% | 5.45% | 4.33% | -5.32% | 2.88% | -0.76% | 4.76% | 1.95% | 2.21% | -0.50% | 21.42% | ||
| 2023 | 8.30% | -2.52% | -1.43% | -0.57% | -2.76% | 8.32% | 3.94% | -3.49% | -5.03% | -5.00% | 10.21% | 7.67% | 17.05% |
| 2022 | -7.37% | -0.74% | 2.54% | -7.75% | 0.07% | -9.99% | 9.84% | -3.11% | -9.23% | 8.79% | 5.98% | -5.41% | -17.48% |
| 2021 | -0.29% | 5.57% | 2.73% | 5.10% | 0.81% | 1.36% | 0.76% | 2.54% | -4.15% | 6.05% | -3.54% | 4.08% | 22.44% |
| 2020 | -0.84% | -8.52% | -19.65% | 14.29% | 7.22% | 1.64% | 5.91% | 3.51% | -1.97% | 0.64% | 13.78% | 4.68% | 16.93% |
| 2019 | 10.61% | 4.36% | 0.91% | 3.73% | -6.13% | 6.73% | 1.47% | -2.86% | 1.98% | 1.07% | 3.63% | 2.20% | 30.23% |
| 2018 | 3.70% | -4.07% | 0.03% | -0.18% | 2.27% | 0.66% | 2.48% | 3.07% | -0.63% | -8.28% | 2.45% | -9.87% | -9.10% |
| 2017 | 2.38% | 2.76% | -0.19% | 0.79% | 0.89% | 0.94% | 1.50% | -0.78% | 2.76% | 1.61% | 3.41% | 0.92% | 18.25% |
| 2016 | -6.55% | 1.12% | 8.13% | 1.02% | 1.68% | 0.51% | 4.43% | -0.25% | 0.24% | -3.17% | 5.31% | 1.20% | 13.68% |
| 2015 | -1.48% | 5.44% | 0.07% | -0.94% | 1.39% | -2.05% | 0.74% | -5.26% | -3.63% | 6.14% | 0.33% | -2.78% | -2.62% |
| 2014 | -1.92% | 5.81% | -0.23% | -0.56% | 2.14% | 3.42% | -3.10% | 4.75% | -3.39% | 3.15% | 2.57% | 0.20% | 13.05% |
| 2013 | 6.86% | 1.31% | 4.29% | 1.32% | 2.16% | -1.41% | 5.90% | -2.69% | 4.62% | 3.52% | 1.65% | 2.93% | 34.53% |
Expense Ratio
IWR has an expense ratio of 0.19%, which is considered low compared to other funds.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of IWR is 76, placing it in the top 24% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Russell Midcap ETF (IWR) 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 ETF provided a 1.22% dividend yield over the last twelve months, with an annual payout of $1.14 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.14 | $1.11 | $1.07 | $0.87 | $0.88 | $0.85 | $0.92 | $0.79 | $0.77 | $0.64 | $0.61 | $0.49 |
Dividend yield | 1.22% | 1.43% | 1.59% | 1.05% | 1.28% | 1.43% | 1.98% | 1.52% | 1.72% | 1.59% | 1.45% | 1.31% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Russell Midcap 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 | $0.22 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.80 | |
| 2023 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.34 | $1.11 |
| 2022 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.33 | $1.07 |
| 2021 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.26 | $0.87 |
| 2020 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.23 | $0.88 |
| 2019 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.26 | $0.85 |
| 2018 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.23 | $0.00 | $0.31 | $0.00 | $0.00 | $0.21 | $0.92 |
| 2017 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.00 | $0.19 | $0.00 | $0.21 | $0.00 | $0.00 | $0.23 | $0.79 |
| 2016 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.00 | $0.18 | $0.00 | $0.14 | $0.00 | $0.00 | $0.26 | $0.77 |
| 2015 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.13 | $0.00 | $0.00 | $0.22 | $0.64 |
| 2014 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.11 | $0.00 | $0.00 | $0.20 | $0.61 |
| 2013 | $0.10 | $0.00 | $0.00 | $0.00 | $0.13 | $0.00 | $0.10 | $0.00 | $0.00 | $0.16 | $0.49 |
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 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 ETF was 58.79%, occurring on Mar 9, 2009. Recovery took 484 trading sessions.
The current iShares Russell Midcap ETF drawdown is 0.04%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.79% | Jul 20, 2007 | 412 | Mar 9, 2009 | 484 | Feb 7, 2011 | 896 |
| -40.59% | Feb 21, 2020 | 22 | Mar 23, 2020 | 141 | Oct 12, 2020 | 163 |
| -32.26% | Mar 20, 2002 | 142 | Oct 9, 2002 | 225 | Sep 2, 2003 | 367 |
| -26.18% | Nov 17, 2021 | 229 | Oct 14, 2022 | 358 | Mar 20, 2024 | 587 |
| -24.17% | Jul 8, 2011 | 61 | Oct 3, 2011 | 113 | Mar 15, 2012 | 174 |
Volatility
Volatility Chart
The current iShares Russell Midcap ETF volatility is 4.19%, 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.