Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IWS (iShares Russell Mid-Cap Value ETF) | 2.92% | 12.35% | 11.11% | 13.45% | 8.17% | 11.20% | 8.44% | 9.55% |
Data as of 06/30/2025, AR inception is 08/02/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IWS (iShares Russell Mid-Cap Value ETF) | 08/02/2001 | 06/30/2025 |
| 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 (%) | 1.69 | 12.35 | 11.11 | 13.45 | 8.17 | 11.20 | 8.44 | 9.55 | 2.92 | 12.91 | 12.52 | -12.29 | 28.10 | 4.83 | 26.74 | -12.41 | 13.15 | 19.79 | -4.98 | 14.39 | 33.23 | 18.30 | -1.56 | 24.49 | 33.25 | -37.99 | -1.58 | 20.00 | 12.54 | 22.98 | 39.18 | -10.47 | -0.47 |
| Sharpe Ratio | NA | 0.42 | 0.37 | 0.67 | 0.33 | NA | NA | 0.39 | 0.09 | 0.71 | 0.56 | -0.60 | 1.82 | 0.11 | 2.10 | -0.95 | 1.55 | 1.29 | -0.33 | 1.27 | 2.68 | 1.34 | -0.06 | 1.13 | 0.98 | -0.91 | -0.29 | 1.63 | 0.88 | 1.89 | 2.54 | -0.52 | -0.16 |
| Standard Deviation(%) | NA | 18.51 | 17.69 | 18.11 | 19.76 | NA | NA | 20.53 | 22.55 | 13.06 | 16.03 | 23.13 | 15.42 | 40.49 | 12.03 | 14.60 | 8.12 | 15.18 | 15.09 | 11.33 | 12.39 | 13.76 | 26.20 | 21.67 | 33.87 | 42.48 | 16.52 | 10.23 | 11.68 | 11.63 | 15.14 | 22.29 | 18.44 |
| Draw Down(%) | NA | 20.57 | 20.57 | 21.23 | 43.83 | NA | NA | 62.39 | 17.94 | 8.33 | 14.81 | 21.23 | 7.10 | 43.83 | 7.06 | 20.75 | 4.13 | 11.51 | 13.06 | 8.62 | 7.19 | 10.56 | 24.07 | 16.98 | 33.13 | 53.03 | 15.89 | 7.80 | 7.25 | 8.91 | 13.36 | 30.36 | 17.20 |
| Yield(%) | 0.00 | 1.76 | 2.01 | 2.49 | 2.56 | 4.45 | 3.63 | 5.08 | 0.73 | 1.67 | 1.95 | 1.66 | 1.79 | 1.91 | 2.44 | 2.15 | 2.15 | 2.48 | 1.99 | 2.09 | 2.19 | 2.40 | 2.02 | 2.34 | 2.67 | 1.90 | 2.20 | 2.13 | 2.19 | 1.86 | 2.57 | 1.69 | 0.93 |
Data as of 06/30/2025, AR inception is 08/02/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWS (iShares Russell Mid-Cap Value ETF) |
-18.35%
Feb 2006 - Feb 2009 |
-5.44%
Feb 2004 - Feb 2009 |
6.35%
Feb 2006 - Feb 2016 |
5.88%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWS (iShares Russell Mid-Cap Value ETF) |
31.45%
Feb 2009 - Feb 2012 |
27.75%
Feb 2009 - Feb 2014 |
17.04%
Feb 2009 - Feb 2019 |
14.20%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart