Performance analysis of IWP (ISHARES RUSSELL MID-CAP GROWTH ETF)
Annual Return
Over the past 3 years, IWP has had an average annual return of +12.65%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, IWP has had an average annual return of +4.79%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, IWP has had an average annual return of +11.81%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Aug 1, 2001, IWP has had an average annual return of +9.18%, underperforming the benchmark SPY, which returned +9.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.13% | +8.45% | +21.86% | +25.71% | -26.90% | +12.60% | +35.24% | +35.05% | -4.87% | +24.94% | +7.22% | -0.45% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +11.69% | +35.52% | +15.61% | -1.88% | +26.06% | +46.44% | -44.56% | +11.17% | +10.60% | +11.74% | +15% | +42.86% |
| 2002 | 2001 | ||||||||||
| -27.97% | -2.79% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.94% | +0.81% | -6.27% | +6.39% | +4.83% | +2.57% | -4.62% | +2.13% | |||||
| 2025 | +6.25% | -5.72% | -7.38% | +3.23% | +9.61% | +4.42% | +1.98% | +1.05% | -0.27% | -0.27% | -2.27% | -1.23% | +8.45% |
| 2024 | -0.57% | +7.46% | +2.37% | -5.87% | +1.14% | +1.64% | +0.57% | +2.52% | +3.23% | +1.72% | +13.38% | -6.21% | +21.86% |
| 2023 | +8.72% | -1.02% | +1.38% | -1.44% | +0.09% | +7.68% | +3% | -3.34% | -4.86% | -5.10% | +12.17% | +7.59% | +25.71% |
| 2022 | -12.93% | -1.24% | +1.55% | -11.25% | -3.86% | -7.49% | +12.23% | -3.28% | -8.58% | +7.94% | +5.36% | -6.03% | -26.90% |
| 2021 | -0.38% | +1.71% | -1.82% | +5.47% | -1.45% | +6.77% | +0.96% | +3.28% | -4.95% | +7.14% | -4.30% | +0.37% | +12.60% |
| 2020 | +0.90% | -6.90% | -15.01% | +15.70% | +9.91% | +2.40% | +8.08% | +2.73% | -1.41% | +0.12% | +13.33% | +4.75% | +35.24% |
| 2019 | +11.34% | +5.89% | +1.38% | +4.37% | -5.73% | +7% | +2.27% | -1.84% | -1.13% | +1.86% | +4.91% | +1.19% | +35.05% |
| 2018 | +5.60% | -3.15% | -0.13% | -0.99% | +3.77% | +0.32% | +2.14% | +5.75% | -0.44% | -9.91% | +2.52% | -9.03% | -4.87% |
| 2017 | +3.30% | +2.84% | +0.50% | +1.50% | +2.37% | +0.23% | +1.67% | +0.65% | +2.82% | +2.83% | +3.30% | +0.53% | +24.94% |
Drawdown analysis of IWP (ISHARES RUSSELL MID-CAP GROWTH ETF)
The maximum drawdown for the IWP was -56.92%, occurring on Nov 20, 2008. Recovery took 541 trading sessions.
The current IWP drawdown is -4.62%.
Since Aug 1, 2001 IWP has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 4 times
- 20% or more: 8 times
- 10% or more: 15 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.92% | Oct 9, 2007 | 283 | Nov 20, 2008 | 541 | Jan 14, 2011 | 824 |
| -39.72% | Aug 1, 2001 | 294 | Oct 7, 2002 | 290 | Dec 1, 2003 | 584 |
| -38.62% | Nov 16, 2021 | 146 | Jun 16, 2022 | 583 | Oct 11, 2024 | 729 |
| -35.87% | Feb 19, 2020 | 23 | Mar 23, 2020 | 74 | Jul 8, 2020 | 97 |
| -25.20% | Feb 18, 2025 | 35 | Apr 8, 2025 | 59 | Jul 3, 2025 | 94 |
| -25.03% | Jul 7, 2011 | 61 | Oct 3, 2011 | 120 | Mar 26, 2012 | 181 |
| -22.49% | Sep 14, 2018 | 69 | Dec 24, 2018 | 59 | Mar 21, 2019 | 128 |
| -20.26% | Apr 23, 2015 | 203 | Feb 11, 2016 | 134 | Aug 23, 2016 | 337 |
| -14.79% | Oct 27, 2025 | 105 | Mar 30, 2026 | 63 | Jun 30, 2026 | 168 |
| -14.14% | Apr 5, 2004 | 90 | Aug 13, 2004 | 63 | Nov 11, 2004 | 153 |
| -13.73% | May 8, 2006 | 52 | Jul 21, 2006 | 82 | Nov 15, 2006 | 134 |
| -13.49% | Feb 12, 2021 | 15 | Mar 8, 2021 | 76 | Jun 24, 2021 | 91 |
| -11.47% | Jul 19, 2007 | 20 | Aug 16, 2007 | 35 | Oct 5, 2007 | 55 |
| -11.33% | Apr 2, 2012 | 43 | Jun 4, 2012 | 71 | Sep 13, 2012 | 114 |
| -10.16% | Sep 5, 2014 | 26 | Oct 13, 2014 | 18 | Nov 6, 2014 | 44 |
| -9.70% | Jan 26, 2018 | 9 | Feb 8, 2018 | 81 | Jun 6, 2018 | 90 |
| -8.79% | Sep 2, 2020 | 6 | Sep 11, 2020 | 19 | Oct 8, 2020 | 25 |
| -8.41% | Dec 6, 2024 | 16 | Dec 31, 2024 | 26 | Feb 10, 2025 | 42 |
| -7.84% | Mar 7, 2005 | 37 | Apr 28, 2005 | 34 | Jun 16, 2005 | 71 |
| -7.67% | May 10, 2011 | 26 | Jun 16, 2011 | 14 | Jul 7, 2011 | 40 |
| -7.33% | Sep 3, 2021 | 20 | Oct 4, 2021 | 13 | Oct 21, 2021 | 33 |
| -7.30% | Feb 22, 2007 | 7 | Mar 5, 2007 | 29 | Apr 16, 2007 | 36 |
| -7.29% | Mar 4, 2014 | 28 | Apr 11, 2014 | 38 | Jun 6, 2014 | 66 |
| -7.28% | Aug 23, 2016 | 51 | Nov 3, 2016 | 15 | Nov 25, 2016 | 66 |
| -7.16% | Oct 13, 2020 | 13 | Oct 30, 2020 | 4 | Nov 5, 2020 | 17 |