Performance analysis of IMCB (ISHARES MORNINGSTAR MID-CAP ETF)
Annual Return
Over the past 3 years, IMCB has had an average annual return of +15.74%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, IMCB has had an average annual return of +9.36%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, IMCB has had an average annual return of +11.15%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Jul 2, 2004, IMCB has had an average annual return of +10.38%, underperforming the benchmark SPY, which returned +10.97% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +17.39% | +10.25% | +15.11% | +16.39% | -16.08% | +22.81% | +13.34% | +31.50% | -11.51% | +19.70% | +11.99% | -1.55% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
| +15.63% | +32.93% | +17.39% | +1.61% | +26.47% | +38.66% | -38.66% | +1.51% | +14.23% | +9.55% | +13.47% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.96% | +3.92% | -5.48% | +8.47% | +3.24% | +3.65% | -0% | +17.39% | |||||
| 2025 | +4.07% | -1.96% | -4.32% | -1.42% | +5.55% | +3.69% | +1.59% | +1.97% | +1% | -0.55% | +0.62% | -0.03% | +10.25% |
| 2024 | -1.19% | +5.54% | +4.38% | -5.08% | +2.42% | -0.68% | +4.05% | +2.29% | +2.33% | -0.66% | +8.62% | -6.80% | +15.11% |
| 2023 | +8.42% | -2.67% | -1.64% | -0.84% | -2.53% | +8.32% | +3.57% | -3.60% | -5.00% | -4.76% | +10.32% | +7.48% | +16.39% |
| 2022 | -6.62% | -0.60% | +2.33% | -7.37% | +0.54% | -9.82% | +9.49% | -3.01% | -9.47% | +8.44% | +6.39% | -5.16% | -16.08% |
| 2021 | -1.04% | +4.73% | +3.81% | +4.71% | +0.96% | +1.14% | +0.71% | +2.74% | -3.76% | +6.15% | -3.05% | +4.16% | +22.81% |
| 2020 | -0.35% | -9.68% | -18.43% | +12.54% | +5.85% | +1.36% | +6.29% | +4.26% | -1.63% | -1.17% | +13.77% | +4.29% | +13.34% |
| 2019 | +11.27% | +4.12% | +0.75% | +4.39% | -7.13% | +6.81% | +1.76% | -2.33% | +2.95% | +1.59% | +2.79% | +1.83% | +31.50% |
| 2018 | +3.26% | -4.44% | -0.71% | -0.62% | +1.52% | +0.70% | +3.22% | +1.04% | -0.50% | -6.90% | +2.65% | -10.36% | -11.51% |
| 2017 | +2.47% | +3.93% | -0.21% | +0.91% | +0.63% | +0.12% | +1.28% | -0.60% | +3.23% | +1.67% | +3.64% | +1.17% | +19.70% |
Drawdown analysis of IMCB (ISHARES MORNINGSTAR MID-CAP ETF)
The maximum drawdown for the IMCB was -58.80%, occurring on Mar 9, 2009. Recovery took 483 trading sessions.
The current IMCB drawdown is -0.64%.
Since Jul 2, 2004 IMCB has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 5 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.80% | Jul 13, 2007 | 416 | Mar 9, 2009 | 483 | Feb 7, 2011 | 899 |
| -40.99% | Feb 20, 2020 | 22 | Mar 23, 2020 | 161 | Nov 9, 2020 | 183 |
| -25.14% | Nov 16, 2021 | 229 | Oct 14, 2022 | 345 | Mar 1, 2024 | 574 |
| -24.12% | Apr 29, 2011 | 108 | Oct 3, 2011 | 85 | Feb 3, 2012 | 193 |
| -20.32% | Aug 29, 2018 | 80 | Dec 24, 2018 | 68 | Apr 3, 2019 | 148 |
| -19.79% | Nov 25, 2024 | 90 | Apr 8, 2025 | 71 | Jul 22, 2025 | 161 |
| -18.79% | May 22, 2015 | 182 | Feb 11, 2016 | 104 | Jul 12, 2016 | 286 |
| -11.06% | May 9, 2006 | 51 | Jul 21, 2006 | 60 | Oct 16, 2006 | 111 |
| -10.63% | Mar 19, 2012 | 53 | Jun 4, 2012 | 67 | Sep 7, 2012 | 120 |
| -10.09% | Sep 5, 2014 | 26 | Oct 13, 2014 | 18 | Nov 6, 2014 | 44 |
| -8.86% | Jan 26, 2018 | 39 | Mar 23, 2018 | 110 | Aug 29, 2018 | 149 |
| -8.72% | Mar 7, 2005 | 37 | Apr 28, 2005 | 34 | Jun 16, 2005 | 71 |
| -8.42% | Sep 12, 2005 | 33 | Oct 27, 2005 | 18 | Nov 22, 2005 | 51 |
| -8.05% | Feb 26, 2026 | 22 | Mar 30, 2026 | 13 | Apr 17, 2026 | 35 |
| -7.86% | May 21, 2013 | 23 | Jun 24, 2013 | 19 | Jul 22, 2013 | 42 |
| -7.69% | Jul 2, 2004 | 29 | Aug 13, 2004 | 34 | Oct 1, 2004 | 63 |
| -7.42% | May 3, 2019 | 19 | May 31, 2019 | 23 | Jul 3, 2019 | 42 |
| -7.02% | Feb 21, 2007 | 8 | Mar 5, 2007 | 30 | Apr 17, 2007 | 38 |
| -6.55% | Sep 7, 2016 | 41 | Nov 3, 2016 | 13 | Nov 22, 2016 | 54 |
| -6.41% | Jul 16, 2024 | 14 | Aug 5, 2024 | 14 | Aug 23, 2024 | 28 |
| -6.32% | Mar 28, 2024 | 15 | Apr 19, 2024 | 59 | Jul 16, 2024 | 74 |
| -6.01% | Jul 24, 2019 | 22 | Aug 23, 2019 | 12 | Sep 11, 2019 | 34 |
| -5.88% | Oct 27, 2025 | 18 | Nov 20, 2025 | 13 | Dec 10, 2025 | 31 |
| -5.82% | Feb 18, 2011 | 17 | Mar 16, 2011 | 10 | Mar 30, 2011 | 27 |
| -5.81% | Jan 22, 2014 | 8 | Feb 3, 2014 | 8 | Feb 13, 2014 | 16 |