Performance analysis of IMCG (ISHARES MORNINGSTAR MID-CAP GROWTH ETF)
Annual Return
Over the past 3 years, IMCG has had an average annual return of +19.06%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, IMCG has had an average annual return of +8.90%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, IMCG has had an average annual return of +14.50%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jul 2, 2004, IMCG has had an average annual return of +11.50%, outperforming the benchmark SPY, which returned +11.11% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +20.36% | +6.56% | +18.14% | +20.74% | -25.79% | +15.39% | +45.64% | +35.70% | -3.68% | +25.57% | +5.40% | -0.91% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
| +10.45% | +33.88% | +15.52% | -2.87% | +27.85% | +42.17% | -46.51% | +19.40% | +9.16% | +15.94% | +14.09% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.59% | +2.88% | -6.39% | +11.74% | +6.25% | +2.60% | +20.36% | ||||||
| 2025 | +5.10% | -3.70% | -6.40% | +0.53% | +7.55% | +4.07% | +1.84% | +0.38% | +1.06% | -0.44% | -1.42% | -1.42% | +6.56% |
| 2024 | -0.79% | +7.30% | +3.21% | -5.97% | +1.59% | +0.50% | +2.30% | +2.57% | +2.90% | -0.43% | +10.71% | -5.90% | +18.14% |
| 2023 | +9.06% | -2.03% | +0.21% | -1.93% | +0.21% | +7.90% | +3.25% | -3.50% | -5.67% | -5.58% | +11.16% | +7.80% | +20.74% |
| 2022 | -11.63% | -1.47% | +0.95% | -10.05% | -1.99% | -8.21% | +11.17% | -3.64% | -9.21% | +6.77% | +6.43% | -5.59% | -25.79% |
| 2021 | -0.30% | +1.92% | -2.69% | +5.61% | -0.89% | +4.56% | +2.12% | +3.04% | -4.85% | +7.69% | -3.21% | +2.16% | +15.39% |
| 2020 | +1.83% | -6.42% | -12.91% | +16.42% | +11.68% | +3.43% | +7.45% | +3.39% | -1.60% | +0.42% | +13.39% | +4.84% | +45.64% |
| 2019 | +11.36% | +6.74% | +1.88% | +3.76% | -3.86% | +7.23% | +1.58% | -2.95% | -1.78% | +1.06% | +5.61% | +1.37% | +35.70% |
| 2018 | +5.63% | -2.68% | +0.70% | -0.68% | +3.72% | +1.54% | +1.53% | +6.55% | -0.38% | -11.12% | +2% | -8.95% | -3.68% |
| 2017 | +3.71% | +2.92% | +0.68% | +1.94% | +1.73% | +1.49% | +1.80% | +0.30% | +1.73% | +2.93% | +3.14% | +0.67% | +25.57% |
Drawdown analysis of IMCG (ISHARES MORNINGSTAR MID-CAP GROWTH ETF)
The maximum drawdown for the IMCG was -58.96%, occurring on Nov 20, 2008. Recovery took 560 trading sessions.
Since Jul 2, 2004 IMCG has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 3 times
- 20% or more: 7 times
- 10% or more: 12 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.96% | Oct 31, 2007 | 267 | Nov 20, 2008 | 560 | Feb 11, 2011 | 827 |
| -35.08% | Nov 16, 2021 | 229 | Oct 14, 2022 | 501 | Oct 14, 2024 | 730 |
| -34.05% | Feb 19, 2020 | 23 | Mar 23, 2020 | 48 | Jun 1, 2020 | 71 |
| -25.77% | Jul 7, 2011 | 61 | Oct 3, 2011 | 315 | Jan 4, 2013 | 376 |
| -24.44% | Apr 23, 2015 | 203 | Feb 11, 2016 | 240 | Jan 25, 2017 | 443 |
| -23.66% | Sep 4, 2018 | 77 | Dec 24, 2018 | 59 | Mar 21, 2019 | 136 |
| -21.91% | Dec 6, 2024 | 82 | Apr 8, 2025 | 59 | Jul 3, 2025 | 141 |
| -16.52% | May 9, 2006 | 51 | Jul 21, 2006 | 132 | Jan 31, 2007 | 183 |
| -14.23% | Feb 12, 2021 | 15 | Mar 8, 2021 | 86 | Jul 9, 2021 | 101 |
| -11.79% | Jul 2, 2004 | 29 | Aug 13, 2004 | 34 | Oct 1, 2004 | 63 |
| -10.54% | Jul 19, 2007 | 20 | Aug 16, 2007 | 31 | Oct 1, 2007 | 51 |
| -10.17% | Feb 26, 2026 | 22 | Mar 30, 2026 | 9 | Apr 13, 2026 | 31 |
| -9.88% | Sep 3, 2014 | 28 | Oct 13, 2014 | 15 | Nov 3, 2014 | 43 |
| -9.26% | Jan 26, 2018 | 9 | Feb 8, 2018 | 20 | Mar 9, 2018 | 29 |
| -9.20% | Sep 2, 2020 | 3 | Sep 8, 2020 | 22 | Oct 8, 2020 | 25 |
| -8.70% | Jul 26, 2019 | 47 | Oct 2, 2019 | 39 | Nov 26, 2019 | 86 |
| -8.07% | Mar 4, 2014 | 28 | Apr 11, 2014 | 55 | Jul 1, 2014 | 83 |
| -8.04% | Mar 7, 2005 | 37 | Apr 28, 2005 | 32 | Jun 14, 2005 | 69 |
| -7.76% | Oct 27, 2025 | 18 | Nov 20, 2025 | 38 | Jan 16, 2026 | 56 |
| -7.56% | Apr 29, 2011 | 33 | Jun 16, 2011 | 11 | Jul 1, 2011 | 44 |
| -7.55% | Mar 12, 2018 | 14 | Apr 2, 2018 | 44 | Jun 4, 2018 | 58 |
| -7.15% | Oct 13, 2020 | 13 | Oct 30, 2020 | 4 | Nov 5, 2020 | 17 |
| -7.12% | Feb 22, 2007 | 7 | Mar 5, 2007 | 25 | Apr 10, 2007 | 32 |
| -6.90% | Sep 3, 2021 | 20 | Oct 4, 2021 | 13 | Oct 21, 2021 | 33 |
| -6.65% | Oct 3, 2005 | 8 | Oct 13, 2005 | 15 | Nov 3, 2005 | 23 |