Performance analysis of IMCV (ISHARES MORNINGSTAR MID-CAP VALUE ETF)
Annual Return
Over the past 3 years, IMCV has had an average annual return of +15.14%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, IMCV has had an average annual return of +10.88%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, IMCV has had an average annual return of +10.56%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Jul 2, 2004, IMCV has had an average annual return of +9.84%, underperforming the benchmark SPY, which returned +10.97% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +15.02% | +13.53% | +12.29% | +11.91% | -6.97% | +33.55% | -4.13% | +24.72% | -10.90% | +12.60% | +24.38% | -2.42% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
| +11.11% | +41.75% | +16.91% | -2.69% | +20.44% | +35.40% | -35.66% | -6.21% | +18.39% | +11.30% | +14.93% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.48% | +4.77% | -4.62% | +5.58% | +0.38% | +2.16% | +2.75% | +15.02% | |||||
| 2025 | +2.90% | +0.05% | -2.38% | -3.79% | +3.84% | +3.11% | +1.48% | +3.73% | +1% | -0.84% | +2.76% | +1.23% | +13.53% |
| 2024 | -1.89% | +3.73% | +5.75% | -4.22% | +3.48% | -1.81% | +5.72% | +2.34% | +1.57% | -0.99% | +6.78% | -7.72% | +12.29% |
| 2023 | +7.80% | -3.48% | -3.54% | +0.52% | -5.48% | +8.84% | +4.02% | -3.73% | -4.32% | -3.94% | +9.39% | +7.12% | +11.91% |
| 2022 | -2.08% | +0.18% | +3.36% | -4.92% | +2.37% | -11.09% | +7.72% | -2.61% | -9.50% | +10.19% | +6.62% | -4.93% | -6.97% |
| 2021 | +1.08% | +9.15% | +7.38% | +4.13% | +2.76% | -2.00% | -0.41% | +2.22% | -2.76% | +4.57% | -2.54% | +6.54% | +33.55% |
| 2020 | -3.80% | -12.29% | -23.82% | +12.64% | +3.61% | +1.83% | +3.16% | +4.16% | -2.71% | +0.75% | +16.02% | +2.69% | -4.13% |
| 2019 | +10.17% | +2.58% | -0.17% | +2.62% | -7.55% | +7.23% | +1.63% | -4.04% | +5.53% | -0.00521% | +2.51% | +2.98% | +24.72% |
| 2018 | +3.14% | -4.75% | +0.07% | +1.29% | +0.29% | +0.96% | +2.55% | +0.83% | -1.04% | -6.08% | +2.90% | -10.64% | -10.90% |
| 2017 | +1.61% | +2.13% | -0.54% | -0.36% | -0.85% | +1.46% | +1.10% | -2.20% | +3.75% | +0.50% | +3.73% | +1.78% | +12.60% |
Drawdown analysis of IMCV (ISHARES MORNINGSTAR MID-CAP VALUE ETF)
The maximum drawdown for the IMCV was -64.75%, occurring on Mar 9, 2009. Recovery took 953 trading sessions.
The current IMCV drawdown is -0.78%.
Since Jul 2, 2004 IMCV has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.75% | Jun 4, 2007 | 444 | Mar 9, 2009 | 953 | Dec 18, 2012 | 1397 |
| -46.33% | Jan 17, 2020 | 44 | Mar 23, 2020 | 206 | Jan 14, 2021 | 250 |
| -19.85% | Apr 20, 2022 | 113 | Sep 30, 2022 | 310 | Dec 26, 2023 | 423 |
| -19.61% | Jan 26, 2018 | 229 | Dec 24, 2018 | 180 | Sep 12, 2019 | 409 |
| -18.62% | Nov 29, 2024 | 87 | Apr 8, 2025 | 94 | Aug 22, 2025 | 181 |
| -16.48% | May 21, 2015 | 170 | Jan 25, 2016 | 59 | Apr 19, 2016 | 229 |
| -9.36% | Aug 29, 2014 | 32 | Oct 15, 2014 | 28 | Nov 24, 2014 | 60 |
| -8.14% | Aug 3, 2005 | 55 | Oct 20, 2005 | 29 | Dec 1, 2005 | 84 |
| -7.88% | Jun 8, 2021 | 28 | Jul 19, 2021 | 65 | Oct 19, 2021 | 93 |
| -7.59% | Jun 23, 2016 | 2 | Jun 27, 2016 | 10 | Jul 12, 2016 | 12 |
| -7.49% | May 8, 2006 | 26 | Jun 14, 2006 | 79 | Oct 5, 2006 | 105 |
| -7.40% | Nov 16, 2021 | 10 | Dec 1, 2021 | 21 | Dec 31, 2021 | 31 |
| -6.90% | Feb 26, 2026 | 16 | Mar 20, 2026 | 28 | Apr 30, 2026 | 44 |
| -6.79% | Jan 14, 2022 | 35 | Mar 8, 2022 | 13 | Mar 25, 2022 | 48 |
| -6.35% | Jan 22, 2014 | 8 | Feb 3, 2014 | 12 | Feb 20, 2014 | 20 |
| -5.97% | Mar 28, 2024 | 12 | Apr 16, 2024 | 21 | May 15, 2024 | 33 |
| -5.78% | Feb 23, 2007 | 6 | Mar 5, 2007 | 29 | Apr 16, 2007 | 35 |
| -5.78% | Mar 7, 2005 | 37 | Apr 28, 2005 | 23 | Jun 1, 2005 | 60 |
| -5.77% | May 21, 2013 | 23 | Jun 24, 2013 | 10 | Jul 9, 2013 | 33 |
| -5.28% | Jul 31, 2024 | 3 | Aug 5, 2024 | 14 | Aug 23, 2024 | 17 |
| -5.01% | Jul 1, 2014 | 26 | Aug 7, 2014 | 16 | Aug 29, 2014 | 42 |
| -5.00% | Aug 1, 2013 | 21 | Aug 30, 2013 | 12 | Sep 18, 2013 | 33 |
| -4.98% | Dec 29, 2014 | 12 | Jan 15, 2015 | 19 | Feb 12, 2015 | 31 |
| -4.97% | Mar 1, 2017 | 54 | May 17, 2017 | 90 | Sep 25, 2017 | 144 |
| -4.81% | Sep 12, 2019 | 18 | Oct 8, 2019 | 10 | Oct 22, 2019 | 28 |