Find A Portfolio/Ticker
Comparison Box
IWS: iShares Russell Mid-Cap Value (ETF)
Basic Info 114.92 1.31(1.13%) February 03
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 08/02/2001 |
| Last Dividend Date: | 12/13/2022 |
| 12-Mo. Yield | 0.98% |
| Expenses | 0.25% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 02/03/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.7 | 9.1 | 1.9 | 10.0 | 7.9 | 10.2 | 8.7 | 9.5 | -10.6 | 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 | 9.0 | 0.01 | 0.33 | 0.29 | 0.51 | NA | 0.41 | -0.52 | 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 | 2.9 | 19.8 | 43.8 | 43.8 | 43.8 | NA | 62.4 | 20.2 | 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 | 17.4 | 23.2 | 28.4 | 23.6 | 19.0 | NA | 20.9 | 23.1 | 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 | 1.48 | 0.0 | 0.09 | 0.07 | 0.1 | NA | 0.09 | -0.11 | 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 | 0.04 | -0.01 | 0.0 | 0.0 | 0.0 | NA | 0.01 | -0.02 | 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 | 1.05 | 1.01 | 1.0 | 1.0 | NA | 0.98 | 1.05 | 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 | 0.98 | 0.98 | 0.98 | 0.98 | 0.98 | NA | 0.85 | 0.97 | 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
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 VALUE Asset Class Trend Rankings |
Top Rated Funds in MID-CAP VALUE
Best Mutual Funds
- FDVLX (Fidelity Value) 0.63% (99%)
- JMCVX (Perkins Mid Cap Value T) 0.86% (98%)
- MLPIX (ProFunds Mid Cap Value Inv) 0.84% (98%)
- NBREX (Neuberger Berman M/C Intrinsic Val Tr) 1.01% (97%)
- VMVIX (Vanguard Mid-Cap Value Index Inv) 0.97% (97%)
- FRBSX (Franklin Balance Sheet Investment A) 1.08% (93%)
- GCMAX (Goldman Sachs Mid Cap Value A) 0.91% (93%)
- LMOPX (Legg Mason Cap Mgmt Opportunity C) 2.12% (93%)
- NSEIX (Nicholas Equity Income I) 0.73% (92%)
- SMVTX (RidgeWorth Mid-Cap Value Equity I) 0.96% (92%)
Best ETFs
- DVY (iShares Select Dividend) 0.74% (100%)
- MPIQMKTUNRATE (MPIQ Unrate Plus) 0.0% (100%)
- IWS (iShares Russell Mid-Cap Value) 1.13% (99%)
- IJJ (iShares S&P Mid-Cap 400 Value) 0.84% (98%)
- DON (WisdomTree MidCap Dividend ETF) 0.68% (96%)
- FAB (First Trust Multi Cap Val AlphaDEX ETF) 1.12% (96%)
- JKI (iShares Morningstar Mid-Cap Value) (95%)
- RPV (Guggenheim S&P 500 Pure Value ETF) 1.54% (95%)
- RWK (RevenueShares Mid Cap ETF) 0.68% (95%)
- VOE (Vanguard Mid-Cap Value ETF) 0.97% (94%)
Latest Articles Related to IWS
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
