- ISIN
- US4642874998
- CUSIP
- 464287499
- Issuer
- iShares
- Inception Date
- Jul 17, 2001
- Region
- North America (U.S.)
- Category
- Mid Cap Growth Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- Russell Midcap Index
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $56B
Share Price Chart
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Performance
IWR Performance Chart
iShares Russell Midcap ETF (IWR) is up 13.9% since the beginning of the year. IWR is currently trading at $109 per share. Investors who bought $1,000 worth of IWR shares 5 years ago would now be looking at an investment worth $1,490.
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Returns By Period
iShares Russell Midcap ETF (IWR) has returned 13.93% so far this year and 23.42% over the past 12 months. Over the last ten years, IWR has returned 12.03% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
iShares Russell Midcap ETF
- 1D
- 0.52%
- 1M
- 3.28%
- YTD
- 13.93%
- 6M
- 12.06%
- 1Y
- 23.42%
- 3Y*
- 17.38%
- 5Y*
- 8.30%
- 10Y*
- 12.03%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
IWR Monthly Returns History
Based on dividend-adjusted daily data since Jul 20, 2001, IWR's average daily return is +0.05%, while the average monthly return is +0.92%. At this rate, an investment would double in approximately 6.3 years.
Historically, 64% of months were positive and 36% were negative. The best month was Apr 2009 with a return of +15.6%, while the worst month was Oct 2008 at -21.4%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.
On a daily basis, IWR closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +11.0%, while the worst single day was Mar 16, 2020 at -13.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.02% | 3.84% | -5.34% | 7.31% | 2.90% | 1.88% | 13.93% | ||||||
| 2025 | 4.15% | -2.83% | -4.62% | -1.08% | 5.72% | 3.69% | 1.89% | 2.51% | 0.85% | -0.82% | 1.24% | -0.30% | 10.37% |
| 2024 | -1.42% | 5.45% | 4.33% | -5.32% | 2.88% | -0.76% | 4.76% | 1.95% | 2.21% | -0.50% | 8.86% | -7.08% | 15.21% |
| 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% |
Benchmark Metrics
iShares Russell Midcap ETF has an annualized alpha of 2.50%, beta of 1.00, and R2 of 0.89 versus S&P 500 Index. Calculated based on daily prices since July 20, 2001.
- This ETF captured 112.94% of S&P 500 Index gains and 101.50% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- This ETF generated an annualized alpha of 2.50% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- With beta of 1.00 and R2 of 0.89, 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
- 2.50%
- Beta
- 1.00
- R²
- 0.89
- Upside Capture
- 112.94%
- Downside Capture
- 101.50%
Expense Ratio
IWR has an expense ratio of 0.19%, which is considered low.
Return for Risk
Risk / Return Rank
IWR ranks 55 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares Russell Midcap ETF (IWR) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IWR | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.32 | ||
| Sortino ratioReturn per unit of downside risk | -0.32 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.37 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.88 | 2.78 | +0.10 |
| Martin ratioReturn relative to average drawdown | 11.02 | 12.44 | -1.42 |
Dividends
Dividend History
iShares Russell Midcap ETF provided a 1.16% dividend yield over the last twelve months, with an annual payout of $1.27 per share. The fund has been increasing its distributions for 4 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.27 | $1.24 | $1.13 | $1.11 | $1.07 | $0.87 | $0.88 | $0.85 | $0.92 | $0.79 | $0.77 | $0.64 |
Dividend yield | 1.16% | 1.29% | 1.27% | 1.43% | 1.59% | 1.04% | 1.28% | 1.43% | 1.98% | 1.52% | 1.72% | 1.59% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.29 | $0.55 | ||||||
| 2025 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.39 | $1.24 |
| 2024 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.32 | $1.13 |
| 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 | $0.15 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.26 | $0.87 |
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 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 58.78%, occurring on Mar 9, 2009. Recovery took 484 trading sessions.
The current iShares Russell Midcap ETF drawdown is 0.30%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -58.78%Mar 2009 | 1y 7mo | 1y 11mo | 3y 6moJul 2007 - Feb 2011 |
COVID crash2020 | -40.59%Mar 2020 | 1mo 1d | 6mo 23d | 7mo 24dFeb 2020 - Oct 2020 |
Dot-com crash2000–2002 | -32.26%Oct 2002 | 6mo 23d | 10mo 28d | 1y 5moMar 2002 - Sep 2003 |
Bear market2022 | -26.18%Oct 2022 | 11mo 1d | 1y 5mo | 2y 4moNov 2021 - Mar 2024 |
2011 bear market2011 | -24.17%Oct 2011 | 2mo 27d | 5mo 14d | 8mo 11dJul 2011 - Mar 2012 |
Drawdown Indicators
| IWR | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.78% | -56.78% | -2.00% |
Max Drawdown (1Y)Largest decline over 1 year | -8.17% | -9.10% | +0.93% |
Max Drawdown (3Y)Largest decline over 3 years | -21.09% | -18.90% | -2.19% |
Max Drawdown (5Y)Largest decline over 5 years | -26.18% | -25.43% | -0.75% |
Max Drawdown (10Y)Largest decline over 10 years | -40.59% | -33.92% | -6.67% |
Current DrawdownCurrent decline from peak | -0.30% | -1.80% | +1.50% |
Average DrawdownAverage peak-to-trough decline | -7.79% | -10.71% | +2.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 2.03% | +0.10% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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