Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IWP (iShares Russell Mid-Cap Growth ETF) | 8.69% | 23.54% | 19.70% | 12.12% | 11.59% | 13.68% | 10.54% | 10.05% |
Data as of 07/11/2025, AR inception is 08/01/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IWP (iShares Russell Mid-Cap Growth ETF) | 08/01/2001 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -1.45 | 23.54 | 19.70 | 12.12 | 11.59 | 13.68 | 10.54 | 10.05 | 8.69 | 21.86 | 25.70 | -26.90 | 12.60 | 35.24 | 35.04 | -4.87 | 24.93 | 6.88 | -0.45 | 11.69 | 35.51 | 15.60 | -1.87 | 26.06 | 46.45 | -44.36 | 11.98 | 11.32 | 12.29 | 15.34 | 43.28 | -27.88 | -2.80 |
| Sharpe Ratio | NA | 0.81 | 0.76 | 0.41 | 0.47 | NA | NA | 0.12 | 0.48 | 1.13 | 1.34 | -0.87 | 0.64 | 0.97 | 2.28 | -0.33 | 2.89 | 0.44 | -0.03 | 0.86 | 2.83 | 1.05 | -0.07 | 1.27 | 1.58 | -1.07 | 0.54 | 0.57 | 0.80 | 1.03 | 2.28 | -1.01 | -0.02 |
| Standard Deviation(%) | NA | 25.25 | 21.41 | 22.96 | 21.78 | NA | NA | 70.26 | 30.03 | 16.12 | 16.62 | 32.59 | 19.53 | 35.75 | 14.73 | 18.76 | 8.45 | 15.17 | 15.20 | 13.53 | 12.54 | 14.96 | 27.40 | 20.40 | 29.38 | 42.36 | 16.50 | 13.99 | 12.57 | 13.90 | 18.65 | 28.62 | 521.15 |
| Draw Down(%) | NA | 25.20 | 25.20 | 38.62 | 38.62 | NA | NA | 69.31 | 25.20 | 9.90 | 14.44 | 34.39 | 13.49 | 35.87 | 7.10 | 22.49 | 3.26 | 13.74 | 12.75 | 10.16 | 6.49 | 11.32 | 25.03 | 16.25 | 23.20 | 55.25 | 11.23 | 13.46 | 7.71 | 14.11 | 11.84 | 39.13 | 63.17 |
| Yield(%) | 0.00 | 0.46 | 0.70 | 0.32 | 0.75 | 1.62 | 1.57 | 1.71 | 0.18 | 0.49 | 0.67 | 0.56 | 0.35 | 0.45 | 0.80 | 0.96 | 0.96 | 0.93 | 0.97 | 1.15 | 1.04 | 1.48 | 0.90 | 1.04 | 1.22 | 1.04 | 1.40 | 1.50 | 1.06 | 0.64 | 0.62 | 0.18 | 0.05 |
Data as of 07/11/2025, AR inception is 08/01/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWP (iShares Russell Mid-Cap Growth ETF) |
-16.33%
Feb 2006 - Feb 2009 |
-5.40%
Feb 2004 - Feb 2009 |
5.33%
Dec 2001 - Dec 2011 |
7.81%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWP (iShares Russell Mid-Cap Growth ETF) |
31.82%
Feb 2009 - Feb 2012 |
27.18%
Feb 2009 - Feb 2014 |
18.22%
Feb 2009 - Feb 2019 |
15.89%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart