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IWS: iShares Russell Mid-Cap Value (ETF)
Basic Info 101.68 0.8(0.78%) October 05
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 08/02/2001 |
| Last Dividend Date: | 09/26/2022 |
| 12-Mo. Yield | 0.98% |
| Expenses | 0.25% |
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Performance Analytics (As of 10/05/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 2.9 | -14.6 | -8.9 | 7.6 | 6.0 | 10.1 | 7.0 | 8.9 | 28.1 | 4.8 | 26.7 | -12.4 | 13.1 | 19.8 | -5.0 | 14.4 | 33.2 | 18.3 | -1.6 | 24.5 | 33.3 | -38.0 | -1.6 | 20.0 | 12.5 | 23.0 | 39.2 | -10.5 | -0.5 |
| SR | NA | -1.16 | -0.63 | 0.16 | 0.18 | 0.48 | NA | 0.37 | 1.82 | 0.11 | 2.11 | -0.94 | 1.55 | 1.28 | -0.33 | 1.27 | 2.68 | 1.34 | -0.06 | 1.13 | 0.98 | -0.91 | -0.28 | 1.64 | 0.89 | 1.9 | 2.54 | -0.52 | -0.15 |
| DD(%) | NA | 20.2 | 20.2 | 43.8 | 43.8 | 43.8 | NA | 62.4 | 7.1 | 43.8 | 7.1 | 20.7 | 4.1 | 11.5 | 13.1 | 8.6 | 7.2 | 10.6 | 24.1 | 17.0 | 33.1 | 53.0 | 15.9 | 7.8 | 7.3 | 8.9 | 13.4 | 30.4 | 17.2 |
| SD(%) | NA | 22.5 | 21.0 | 27.6 | 22.9 | 18.6 | NA | 20.9 | 15.5 | 40.5 | 12.0 | 14.6 | 8.1 | 15.2 | 15.1 | 11.3 | 12.4 | 13.8 | 26.2 | 21.7 | 33.9 | 42.5 | 16.5 | 10.2 | 11.7 | 11.6 | 15.1 | 22.3 | 18.4 |
| TR | NA | -0.25 | -0.13 | 0.05 | 0.04 | 0.09 | NA | 0.08 | 0.29 | 0.05 | 0.26 | -0.14 | 0.13 | 0.2 | -0.05 | 0.15 | 0.33 | 0.19 | -0.02 | 0.24 | 0.35 | -0.41 | -0.05 | 0.18 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | NA | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.02 | -0.01 | 0.0 | -0.01 | 0.01 | 0.0 | 0.01 | -0.01 | -0.02 | 0.01 | 0.03 | NA | NA | NA | NA | NA |
| Beta(%) | NA | 1.05 | 1.04 | 1.01 | 1.0 | 1.0 | NA | 0.97 | 0.98 | 1.0 | 0.97 | 0.96 | 0.96 | 0.98 | 0.98 | 0.97 | 1.0 | 0.98 | 0.99 | 1.0 | 0.94 | 0.95 | 0.97 | 0.91 | NA | NA | NA | NA | NA |
| RS | NA | 0.97 | 0.97 | 0.98 | 0.98 | 0.98 | NA | 0.85 | 0.95 | 0.99 | 0.98 | 0.98 | 0.92 | 0.97 | 0.98 | 0.97 | 0.98 | 0.98 | 0.99 | 0.99 | 0.98 | 0.98 | 0.95 | 0.18 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/02/2001
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP VALUE Asset Class Trend Rankings |
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Best ETFs
- DVY (iShares Select Dividend) 0.87% (100%)
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- IWS (iShares Russell Mid-Cap Value) 0.78% (99%)
- IJJ (iShares S&P Mid-Cap 400 Value) 0.78% (98%)
- DON (WisdomTree MidCap Dividend ETF) 0.67% (96%)
- FAB (First Trust Multi Cap Val AlphaDEX ETF) 0.64% (96%)
- JKI (iShares Morningstar Mid-Cap Value) (96%)
- RPV (Guggenheim S&P 500 Pure Value ETF) 0.52% (95%)
- RWK (RevenueShares Mid Cap ETF) 0.16% (95%)
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