Find A Portfolio/Ticker
Comparison Box
IWR: iShares Russell Mid-Cap (ETF)
Basic Info 80.76 0.29(0.36%) September 24
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 07/20/2001 |
| Last Dividend Date: | 09/24/2021 |
| 12-Mo. Yield | 1.03% |
| Expenses | 0.20% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 09/24/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.4 | 18.7 | 47.3 | 15.8 | 15.7 | 15.9 | 10.7 | 10.6 | 16.9 | 30.2 | -6.4 | 18.3 | 13.7 | -2.6 | 13.0 | 34.5 | 17.1 | -1.8 | 25.4 | 40.7 | -41.4 | 5.1 | 15.1 | 12.5 | 19.6 | 40.1 | -16.6 | 0.4 |
| SR | NA | 1.78 | 3.1 | 0.6 | 0.73 | 0.86 | NA | 0.47 | 0.44 | 2.25 | -0.48 | 2.23 | 0.9 | -0.18 | 1.06 | 2.79 | 1.22 | -0.07 | 1.21 | 1.31 | -1.02 | 0.13 | 1.01 | 0.85 | 1.51 | 2.5 | -0.75 | -0.03 |
| DD(%) | NA | 4.9 | 5.8 | 40.6 | 40.6 | 40.6 | NA | 58.8 | 40.6 | 6.7 | 20.4 | 3.6 | 12.6 | 12.5 | 9.3 | 6.8 | 10.8 | 24.2 | 16.6 | 28.0 | 54.1 | 11.7 | 10.1 | 6.8 | 8.9 | 12.1 | 32.3 | 20.3 |
| SD(%) | NA | 14.9 | 15.3 | 25.0 | 20.5 | 18.1 | NA | 20.6 | 37.7 | 12.8 | 16.0 | 7.9 | 14.9 | 14.9 | 12.3 | 12.4 | 14.1 | 26.2 | 20.9 | 30.9 | 41.4 | 16.5 | 11.7 | 12.1 | 12.4 | 15.7 | 23.7 | 23.7 |
| TR | NA | 0.26 | 0.46 | 0.15 | 0.15 | 0.16 | NA | 0.1 | 0.16 | 0.29 | -0.08 | 0.18 | 0.14 | -0.03 | 0.13 | 0.35 | 0.18 | -0.02 | 0.26 | 0.43 | -0.46 | 0.02 | 0.13 | 0.11 | 0.2 | 0.42 | -0.2 | -0.01 |
| Alpha(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | -0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.02 | -0.02 | 0.01 |
| Beta(%) | NA | 1.02 | 1.02 | 1.02 | 1.01 | 1.0 | NA | 0.95 | 1.02 | 1.0 | 0.97 | 1.0 | 0.97 | 0.98 | 0.98 | 0.99 | 0.95 | 0.96 | 0.96 | 0.95 | 0.92 | 0.98 | 0.92 | 0.95 | 0.94 | 0.93 | 0.88 | 0.63 |
| RS | NA | 0.98 | 0.98 | 0.99 | 0.99 | 0.99 | NA | 0.96 | 0.99 | 0.99 | 0.98 | 0.97 | 0.99 | 0.99 | 0.98 | 0.99 | 0.99 | 1.0 | 1.0 | 0.99 | 0.98 | 0.97 | 0.95 | 0.91 | 0.92 | 0.92 | 0.87 | 0.37 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/20/2001
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP BLEND Asset Class Trend Rankings |
Top Rated Funds in MID-CAP BLEND
Best Mutual Funds
- FEAFX (First Eagle Fund of America Y) 0.26% (100%)
- ARGFX (Ariel Investor) 0.74% (100%)
- VIMSX (Vanguard Mid Cap Index Inv) 0.04% (97%)
- VEXMX (Vanguard Extended Market Idx Inv) 0.38% (96%)
- LAVLX (Lord Abbett Mid Cap Stock A) 0.29% (93%)
- LLSCX (Longleaf Partners Small-Cap) 0.26% (92%)
- OSTFX (Osterweis) 0.13% (92%)
- RSVAX (RS Value A) 0.04% (91%)
- RVFCX (Royce Value Consult) 0.11% (91%)
- LVOYX (Lord Abbett Value Opportunities I) 0.21% (89%)
Best ETFs
- PWC (PowerShares Dynamic Market ETF) 0.06% (99%)
- MDY (SPDR S&P MidCap 400 ETF) 0.25% (99%)
- RYJ (Guggenheim Raymond James SB-1 Equity ETF) 0.18% (98%)
- CSD (Guggenheim Spin-Off ETF) 0.23% (96%)
- CZA (Guggenheim Mid-Cap Core ETF) 0.13% (95%)
- EZM (WisdomTree MidCap Earnings ETF) 0.64% (95%)
- FNX (First Trust Mid Cap Core AlphaDEX ETF) 0.14% (94%)
- IJH (iShares Core S&P Mid-Cap) 0.57% (94%)
- IWR (iShares Russell Mid-Cap) 0.36% (93%)
- VXF (Vanguard Extended Market ETF) 0.43% (93%)
Best Closed End Funds
- CET (Central Securities Corporation Common) 0.35% (98%)
- CUBA (Herzfeld Caribbean Basin Common) 0.17% (97%)
- FUND (Royce Focus Trust Common) 0.12% (97%)
Latest Articles Related to IWR
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments