Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IMCG (iShares Morningstar Mid-Cap Growth ETF) | 20.64% | 23.93% | 19.24% | 8.72% | 36.92% | 27.09% | 21.29% | … | … |
Data as of 06/04/2026, Common starting date is 07/14/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IMCG (iShares Morningstar Mid-Cap Growth ETF) | 07/14/2004 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.41 | 23.93 | 19.24 | 8.72 | 36.92 | 27.09 | 21.29 | … | … | 20.64 | 6.55 | 18.14 | 20.73 | -25.79 | 15.39 | 773.84 | 35.70 | -3.69 | 25.56 | 5.35 | -0.90 | 10.47 | 33.90 | 15.50 | -2.86 | 27.82 | 42.11 | -46.55 | 19.47 | 9.05 | 15.89 | 17.67 |
| Sharpe Ratio | NA | 1.28 | 0.91 | 0.28 | 0.58 | NA | NA | … | … | 2.39 | 0.18 | 0.99 | 1.04 | -0.93 | 0.83 | 4.21 | 2.26 | -0.27 | 3.01 | 0.32 | -0.06 | 0.74 | 2.68 | 1.02 | -0.10 | 1.36 | 1.44 | -1.07 | 0.96 | 0.37 | 1.14 | 2.97 |
| Standard Deviation(%) | NA | 15.43 | 17.20 | 20.14 | 60.30 | NA | NA | … | … | 18.93 | 19.95 | 14.67 | 16.53 | 29.30 | 18.60 | 182.03 | 15.17 | 18.65 | 8.32 | 16.05 | 15.95 | 14.08 | 12.64 | 15.31 | 28.80 | 20.33 | 29.27 | 44.12 | 17.10 | 15.28 | 11.96 | 13.43 |
| Draw Down(%) | NA | 10.17 | 21.92 | 35.08 | 35.08 | NA | NA | … | … | 10.17 | 20.66 | 8.01 | 15.48 | 32.45 | 14.23 | 34.05 | 8.70 | 23.67 | 3.80 | 16.86 | 13.80 | 9.87 | 6.00 | 12.96 | 25.78 | 14.55 | 21.76 | 58.34 | 10.54 | 16.55 | 8.06 | 9.42 |
| Yield(%) | 0.00 | 0.80 | 1.01 | 0.81 | 1.35 | 1.59 | 1.61 | … | … | 0.15 | 0.83 | 0.93 | 1.02 | 0.68 | 0.09 | 0.79 | 0.40 | 0.32 | 0.55 | 0.52 | 0.39 | 0.68 | 0.49 | 0.89 | 0.25 | 0.39 | 0.32 | 0.18 | 0.36 | 0.38 | 0.09 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/14/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMCG (iShares Morningstar Mid-Cap Growth ETF) |
-16.33%
Feb 2006 – Feb 2009 |
0.21%
Oct 2007 – Oct 2012 |
5.87%
Jan 2006 – Jan 2016 |
9.98%
Dec 2004 – Dec 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IMCG (iShares Morningstar Mid-Cap Growth ETF) |
139.18%
Dec 2018 – Dec 2021 |
77.04%
Oct 2016 – Oct 2021 |
40.38%
Sep 2011 – Sep 2021 |
30.73%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart