Performance analysis of IWS (ISHARES RUSSELL MID-CAP VALUE ETF)
Annual Return
Over the past 3 years, IWS has had an average annual return of +15.06%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, IWS has had an average annual return of +9.42%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, IWS has had an average annual return of +10.11%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Jul 24, 2001, IWS has had an average annual return of +9.92%, outperforming the benchmark SPY, which returned +9.60% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +17.71% | +10.82% | +12.92% | +12.54% | -12.28% | +28.10% | +4.80% | +26.74% | -12.41% | +13.14% | +19.79% | -4.98% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +14.39% | +33.23% | +18.30% | -1.56% | +24.49% | +33.24% | -37.99% | -1.75% | +20.22% | +12.54% | +22.99% | +38.79% |
| 2002 | 2001 | ||||||||||
| -10.46% | +2.75% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.19% | +4.73% | -5.02% | +7.53% | +2.31% | +2.97% | +0.25% | +17.71% | |||||
| 2025 | +3.37% | -1.80% | -3.72% | -2.56% | +4.38% | +3.52% | +1.84% | +2.99% | +1.19% | -1.02% | +2.37% | +0.13% | +10.82% |
| 2024 | -1.82% | +4.73% | +5.14% | -5.16% | +3.63% | -1.67% | +6% | +1.90% | +1.87% | -1.34% | +7.41% | -7.31% | +12.92% |
| 2023 | +8.08% | -3.24% | -3.12% | +0.03% | -4.45% | +8.61% | +4.41% | -3.62% | -5.07% | -5.01% | +9.47% | +7.74% | +12.54% |
| 2022 | -4.40% | -0.46% | +3.12% | -6.04% | +1.93% | -11.04% | +8.67% | -3.14% | -9.59% | +9.36% | +6.24% | -5.11% | -12.28% |
| 2021 | -0.24% | +7.66% | +5.33% | +4.72% | +1.97% | -1.23% | +0.60% | +2.14% | -3.73% | +5.33% | -3.09% | +6.32% | +28.10% |
| 2020 | -1.94% | -9.79% | -22.82% | +13.34% | +4.68% | +1.11% | +4.61% | +3.90% | -2.28% | +0.94% | +14.14% | +4.58% | +4.80% |
| 2019 | +10.22% | +3.20% | +0.48% | +3.27% | -6.43% | +6.73% | +0.83% | -3.62% | +4.11% | +0.56% | +2.62% | +2.99% | +26.74% |
| 2018 | +2.21% | -4.98% | +0.26% | +0.46% | +1.15% | +0.75% | +2.69% | +1.30% | -0.74% | -7.26% | +2.44% | -10.42% | -12.41% |
| 2017 | +1.65% | +2.75% | -0.77% | +0.16% | -0.31% | +1.49% | +1.32% | -1.89% | +2.67% | +0.83% | +3.35% | +1.29% | +13.14% |
Drawdown analysis of IWS (ISHARES RUSSELL MID-CAP VALUE ETF)
The maximum drawdown for the IWS was -62.39%, occurring on Mar 9, 2009. Recovery took 883 trading sessions.
The current IWS drawdown is -1.30%.
Since Jul 24, 2001 IWS has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 6 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.39% | Jun 4, 2007 | 444 | Mar 9, 2009 | 883 | Sep 6, 2012 | 1327 |
| -43.83% | Feb 20, 2020 | 22 | Mar 23, 2020 | 172 | Nov 24, 2020 | 194 |
| -30.36% | Apr 10, 2002 | 127 | Oct 9, 2002 | 225 | Sep 2, 2003 | 352 |
| -21.22% | Jan 4, 2022 | 186 | Sep 30, 2022 | 354 | Feb 29, 2024 | 540 |
| -20.75% | Sep 21, 2018 | 64 | Dec 24, 2018 | 132 | Jul 5, 2019 | 196 |
| -20.57% | Nov 25, 2024 | 90 | Apr 8, 2025 | 94 | Aug 22, 2025 | 184 |
| -19.03% | Mar 20, 2015 | 226 | Feb 11, 2016 | 80 | Jun 7, 2016 | 306 |
| -17.20% | Aug 3, 2001 | 30 | Sep 21, 2001 | 72 | Jan 4, 2002 | 102 |
| -9.60% | Jan 26, 2018 | 9 | Feb 8, 2018 | 140 | Aug 29, 2018 | 149 |
| -8.92% | Mar 5, 2004 | 45 | May 10, 2004 | 82 | Sep 7, 2004 | 127 |
| -8.62% | Sep 5, 2014 | 26 | Oct 13, 2014 | 20 | Nov 10, 2014 | 46 |
| -7.80% | May 10, 2006 | 23 | Jun 13, 2006 | 73 | Sep 26, 2006 | 96 |
| -7.54% | Mar 2, 2026 | 20 | Mar 30, 2026 | 12 | Apr 16, 2026 | 32 |
| -7.25% | Mar 7, 2005 | 28 | Apr 15, 2005 | 40 | Jun 13, 2005 | 68 |
| -7.19% | May 20, 2013 | 24 | Jun 24, 2013 | 13 | Jul 12, 2013 | 37 |
| -7.10% | Nov 16, 2021 | 10 | Dec 1, 2021 | 19 | Dec 29, 2021 | 29 |
| -7.06% | Jul 24, 2019 | 15 | Aug 14, 2019 | 22 | Sep 16, 2019 | 37 |
| -6.97% | Sep 12, 2005 | 23 | Oct 13, 2005 | 28 | Nov 22, 2005 | 51 |
| -6.96% | Sep 14, 2012 | 42 | Nov 15, 2012 | 22 | Dec 18, 2012 | 64 |
| -6.52% | Feb 20, 2007 | 9 | Mar 5, 2007 | 28 | Apr 13, 2007 | 37 |
| -6.50% | Jun 23, 2016 | 2 | Jun 27, 2016 | 9 | Jul 11, 2016 | 11 |
| -6.40% | Mar 28, 2024 | 14 | Apr 18, 2024 | 60 | Jul 16, 2024 | 74 |
| -5.85% | Jun 8, 2021 | 28 | Jul 19, 2021 | 17 | Aug 11, 2021 | 45 |
| -5.55% | Jul 31, 2024 | 3 | Aug 5, 2024 | 14 | Aug 23, 2024 | 17 |
| -5.52% | Sep 7, 2016 | 41 | Nov 3, 2016 | 7 | Nov 14, 2016 | 48 |