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IWR: iShares Russell Midcap ETF (ETF)
Basic Info 80.42 0.7(0.88%) April 17
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 07/20/2001 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 1.11% |
| Expenses | 0.19% |
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Performance Analytics (As of 04/17/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/20/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.5 | -9.0 | 3.1 | 3.0 | 12.3 | 8.3 | 10.6 | 9.3 | 9.2 | 15.2 | 17.1 | -17.5 | 22.4 | 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 |
| Sharpe Ratio | NA | -1.08 | -0.17 | -0.07 | 0.5 | 0.34 | NA | NA | 0.39 | 0.65 | 0.82 | -0.74 | 1.47 | 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 | 1.02 | 0.85 | 1.51 | 2.5 | -0.75 | -0.03 |
| Draw Down(%) | NA | 19.4 | 21.3 | 21.3 | 26.2 | 40.6 | NA | NA | 58.8 | 7.7 | 14.2 | 24.4 | 8.1 | 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 |
| Standard Deviation(%) | NA | 28.1 | 19.0 | 19.8 | 19.5 | 19.6 | NA | NA | 20.5 | 13.4 | 15.9 | 25.7 | 15.3 | 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 |
| Treynor Ratio | NA | -0.29 | -0.03 | -0.01 | 0.1 | 0.07 | NA | NA | 0.08 | 0.08 | 0.13 | -0.19 | 0.22 | 0.17 | 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 | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 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 | 1.07 | 1.06 | 1.03 | 1.02 | 0.99 | NA | NA | 0.95 | 1.05 | 1.03 | 1.0 | 1.01 | 0.97 | 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 |
| RSquared | NA | 0.99 | 0.99 | 0.99 | 0.99 | 0.96 | NA | NA | 0.95 | 0.98 | 0.99 | 1.0 | 0.98 | 0.9 | 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 |
| Yield(%) | N/A | 0.0 | 1.2 | 1.4 | 2.0 | 2.4 | 3.7 | 3.8 | N/A | 1.5 | 1.7 | 1.3 | 1.3 | 1.5 | 1.8 | 4.8 | 1.8 | 1.9 | 1.5 | 1.6 | 1.7 | 2.1 | 1.5 | 1.8 | 2.0 | 1.2 | 1.4 | 1.5 | 1.6 | 1.3 | 1.8 | 0.9 | 0.6 |
| Dividend Growth(%) | N/A | -100.0 | -15.1 | 17.8 | -16.0 | 160.0 | N/A | N/A | N/A | 1.6 | 3.4 | 23.6 | -1.0 | 2.8 | -66.1 | 218.5 | 2.7 | 20.6 | 5.3 | 22.8 | -3.9 | 31.7 | 5.4 | 19.0 | -0.4 | -12.3 | 8.2 | 6.4 | 40.4 | 0.0 | 67.1 | 37.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/20/2001
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See MID-CAP BLEND Asset Class Trend Rankings |
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