Performance analysis of IWR (ISHARES RUSSELL MID-CAP ETF)
Annual Return
Over the past 3 years, IWR has had an average annual return of +14.59%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, IWR has had an average annual return of +8.17%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, IWR has had an average annual return of +11.24%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Jul 20, 2001, IWR has had an average annual return of +9.92%, outperforming the benchmark SPY, which returned +9.47% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +13.59% | +10.37% | +15.22% | +17.07% | -17.47% | +22.44% | +16.92% | +30.23% | -9.08% | +18.26% | +13.69% | -2.62% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +13.05% | +34.53% | +17.08% | -1.77% | +25.36% | +40.65% | -41.37% | +4.91% | +15.34% | +12.48% | +19.64% | +39.76% |
| 2002 | 2001 | ||||||||||
| -16.62% | +0.35% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.02% | +3.84% | -5.34% | +7.31% | +2.90% | +3.02% | -1.40% | +13.59% | |||||
| 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% | -0.75% | +4.76% | +1.95% | +2.22% | -0.50% | +8.86% | -7.08% | +15.22% |
| 2023 | +8.30% | -2.52% | -1.43% | -0.57% | -2.76% | +8.32% | +3.94% | -3.49% | -5.03% | -5.00% | +10.21% | +7.68% | +17.07% |
| 2022 | -7.37% | -0.74% | +2.54% | -7.75% | +0.07% | -9.98% | +9.84% | -3.11% | -9.22% | +8.79% | +5.97% | -5.41% | -17.47% |
| 2021 | -0.29% | +5.57% | +2.72% | +5.10% | +0.81% | +1.36% | +0.76% | +2.54% | -4.15% | +6.05% | -3.54% | +4.08% | +22.44% |
| 2020 | -0.84% | -8.52% | -19.67% | +14.29% | +7.21% | +1.63% | +5.91% | +3.51% | -1.97% | +0.65% | +13.78% | +4.68% | +16.92% |
| 2019 | +10.61% | +4.36% | +0.91% | +3.73% | -6.13% | +6.73% | +1.47% | -2.86% | +1.98% | +1.07% | +3.63% | +2.20% | +30.23% |
| 2018 | +3.70% | -4.07% | +0.04% | -0.18% | +2.27% | +0.66% | +2.48% | +3.07% | -0.63% | -8.28% | +2.45% | -9.86% | -9.08% |
| 2017 | +2.38% | +2.76% | -0.19% | +0.78% | +0.89% | +0.94% | +1.51% | -0.78% | +2.76% | +1.61% | +3.41% | +0.92% | +18.26% |
Drawdown analysis of IWR (ISHARES RUSSELL MID-CAP ETF)
The maximum drawdown for the IWR was -58.77%, occurring on Mar 9, 2009. Recovery took 484 trading sessions.
The current IWR drawdown is -1.65%.
Since Jul 20, 2001 IWR has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 8 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.77% | Jul 13, 2007 | 416 | Mar 9, 2009 | 484 | Feb 7, 2011 | 900 |
| -40.59% | Feb 20, 2020 | 22 | Mar 23, 2020 | 141 | Oct 12, 2020 | 163 |
| -32.26% | Mar 19, 2002 | 142 | Oct 9, 2002 | 225 | Sep 2, 2003 | 367 |
| -26.17% | Nov 16, 2021 | 229 | Oct 14, 2022 | 358 | Mar 20, 2024 | 587 |
| -24.17% | Jul 7, 2011 | 61 | Oct 3, 2011 | 113 | Mar 15, 2012 | 174 |
| -21.21% | Aug 29, 2018 | 80 | Dec 24, 2018 | 71 | Apr 8, 2019 | 151 |
| -21.09% | Nov 25, 2024 | 90 | Apr 8, 2025 | 72 | Jul 23, 2025 | 162 |
| -20.34% | Aug 2, 2001 | 31 | Sep 21, 2001 | 72 | Jan 4, 2002 | 103 |
| -19.42% | Apr 23, 2015 | 203 | Feb 11, 2016 | 104 | Jul 12, 2016 | 307 |
| -10.82% | Apr 2, 2012 | 43 | Jun 4, 2012 | 66 | Sep 6, 2012 | 109 |
| -10.10% | May 5, 2006 | 26 | Jun 13, 2006 | 87 | Oct 16, 2006 | 113 |
| -9.68% | Jan 26, 2018 | 9 | Feb 8, 2018 | 116 | Jul 26, 2018 | 125 |
| -9.33% | Sep 5, 2014 | 26 | Oct 13, 2014 | 19 | Nov 7, 2014 | 45 |
| -8.91% | Apr 5, 2004 | 90 | Aug 13, 2004 | 34 | Oct 1, 2004 | 124 |
| -8.17% | Feb 26, 2026 | 22 | Mar 30, 2026 | 13 | Apr 17, 2026 | 35 |
| -7.16% | Apr 29, 2011 | 33 | Jun 16, 2011 | 14 | Jul 7, 2011 | 47 |
| -6.97% | Sep 14, 2012 | 42 | Nov 15, 2012 | 22 | Dec 18, 2012 | 64 |
| -6.84% | Mar 7, 2005 | 37 | Apr 28, 2005 | 31 | Jun 13, 2005 | 68 |
| -6.84% | May 21, 2013 | 23 | Jun 24, 2013 | 12 | Jul 11, 2013 | 35 |
| -6.82% | Feb 22, 2007 | 7 | Mar 5, 2007 | 29 | Apr 16, 2007 | 36 |
| -6.67% | Oct 3, 2005 | 8 | Oct 13, 2005 | 26 | Nov 18, 2005 | 34 |
| -6.65% | Jul 24, 2019 | 15 | Aug 14, 2019 | 56 | Nov 1, 2019 | 71 |
| -6.46% | Mar 28, 2024 | 15 | Apr 19, 2024 | 59 | Jul 16, 2024 | 74 |
| -6.42% | Jan 4, 2002 | 24 | Feb 8, 2002 | 15 | Mar 4, 2002 | 39 |
| -6.36% | Jul 16, 2024 | 14 | Aug 5, 2024 | 14 | Aug 23, 2024 | 28 |