iShares Russell Mid-Cap Growth ETF (IWP)

Basic Info 110.59 0.64(0.58%)
May 14

iShares Russell Mid-Cap Growth ETF started on 08/01/2001
iShares Russell Mid-Cap Growth ETF is classified as asset class Mid-Cap Growth
iShares Russell Mid-Cap Growth ETF expense ratio is 0.23%
iShares Russell Mid-Cap Growth ETF rating is
(97%)

iShares Russell Mid-Cap Growth ETF (IWP) Dividend Info

iShares Russell Mid-Cap Growth ETF (IWP) dividend growth in the last 12 months is -20.07%

The trailing 12-month yield of iShares Russell Mid-Cap Growth ETF is 0.60%. its dividend history:

DateDividend
03/21/2024 0.1181
12/20/2023 0.1533
09/26/2023 0.18
06/07/2023 0.0852
03/23/2023 0.1413
12/13/2022 0.24
09/26/2022 0.18
06/09/2022 0.11
03/24/2022 0.11
12/30/2021 0.02
12/13/2021 0.09
09/24/2021 0.13
06/10/2021 0.06
03/25/2021 0.052
12/14/2020 0.078
09/23/2020 0.1035
06/15/2020 0.203
03/25/2020 0.211
12/16/2019 0.264
09/24/2019 0.189
06/17/2019 0.223
03/20/2019 0.232
12/17/2018 0.2096
09/26/2018 0.4265
07/03/2018 0.253
03/22/2018 0.274
12/21/2017 0.224
09/26/2017 0.259
07/06/2017 0.244
03/24/2017 0.214
12/22/2016 0.396
09/26/2016 0.198
07/06/2016 0.246
12/24/2015 0.291
09/25/2015 0.194
07/02/2015 0.226
03/25/2015 0.192
12/24/2014 0.323
09/24/2014 0.176
07/02/2014 0.253
03/25/2014 0.205
12/23/2013 0.203
09/24/2013 0.185
07/02/2013 0.156
03/25/2013 0.126
12/19/2012 0.406
09/24/2012 0.172
06/26/2012 0.131
03/23/2012 0.117
12/22/2011 0.168
09/23/2011 0.104
07/05/2011 0.138
03/24/2011 0.104
12/22/2010 0.179
09/23/2010 0.105
07/02/2010 0.11
03/24/2010 0.085
12/23/2009 0.13
09/22/2009 0.089
07/02/2009 0.092
03/24/2009 0.086
12/23/2008 0.12
09/24/2008 0.085
07/02/2008 0.218
03/24/2008 0.164
12/27/2007 0.223
09/25/2007 0.162
06/28/2007 0.128
03/23/2007 0.209
12/20/2006 0.101
09/26/2006 0.141
06/22/2006 0.298
03/24/2006 0.178
12/22/2005 0.165
09/23/2005 0.116
06/20/2005 0.057
03/24/2005 0.102
12/23/2004 0.077
09/24/2004 0.066
06/25/2004 0.046
03/26/2004 0.045
12/16/2003 0.033
12/12/2003 0.059
09/12/2003 0.032
06/13/2003 0.024
03/07/2003 0.019
12/13/2002 0.033
09/13/2002 0.016
06/14/2002 0.013
03/08/2002 0.002
12/14/2001 0.009
10/01/2001 0.009

Dividend Growth History for iShares Russell Mid-Cap Growth ETF (IWP)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.5598 0.67% -12.53% -
2022 $0.64 0.56% 81.82% -12.53%
2021 $0.352 0.35% -40.89% 26.11%
2020 $0.5955 0.39% -34.42% -2.04%
2019 $0.908 0.80% -21.93% -11.39%
2018 $1.1631 0.96% 23.60% -13.61%
2017 $0.941 0.96% 12.02% -8.29%
2016 $0.84 0.93% -6.98% -5.63%
2015 $0.903 0.97% -5.64% -5.80%
2014 $0.957 1.15% 42.84% -5.78%
2013 $0.67 1.04% -18.89% -1.78%
2012 $0.826 1.48% 60.70% -3.47%
2011 $0.514 0.90% 7.31% 0.71%
2010 $0.479 1.04% 20.65% 1.21%
2009 $0.397 1.22% -32.37% 2.48%
2008 $0.587 1.04% -18.70% -0.32%
2007 $0.722 1.40% 0.56% -1.58%
2006 $0.718 1.50% 63.18% -1.45%
2005 $0.44 1.06% 88.03% 1.35%
2004 $0.234 0.64% 40.12% 4.70%
2003 $0.167 0.62% 160.94% 6.23%
2002 $0.064 0.18% 255.56% 10.88%
2001 $0.018 0.05% - 16.91%

Dividend Growth Chart for iShares Russell Mid-Cap Growth ETF (IWP)

iShares Russell Mid-Cap Growth ETF (IWP) Historical Returns And Risk Info

From 08/01/2001 to 05/14/2024, the compound annualized total return (dividend reinvested) of iShares Russell Mid-Cap Growth ETF (IWP) is 9.095%. Its cumulative total return (dividend reinvested) is 623.736%.

From 08/01/2001 to 05/14/2024, the Maximum Drawdown of iShares Russell Mid-Cap Growth ETF (IWP) is 69.3%.

From 08/01/2001 to 05/14/2024, the Sharpe Ratio of iShares Russell Mid-Cap Growth ETF (IWP) is 0.11.

From 08/01/2001 to 05/14/2024, the Annualized Standard Deviation of iShares Russell Mid-Cap Growth ETF (IWP) is 71.8%.

From 08/01/2001 to 05/14/2024, the Beta of iShares Russell Mid-Cap Growth ETF (IWP) is 0.96.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
08/01/2001		 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(%) -0.3 5.4 24.0 2.9 10.2 10.9 14.2 10.4 9.1 25.7 -26.9 12.6 35.2 35.0 -4.9 24.9 6.9 -0.5 11.7 35.5 15.6 -1.9 26.1 46.5 -44.4 12.0 11.3 12.3 15.3 43.3 -27.9 -2.8
Sharpe Ratio NA 0.9 1.36 0.03 0.34 0.48 NA NA 0.11 1.3 -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 0.55 0.58 0.81 1.04 2.28 -1.01 -0.02
Draw Down(%) NA 7.4 14.4 38.6 38.6 38.6 NA NA 69.3 14.4 34.4 13.5 35.9 7.1 22.5 3.3 13.7 12.7 10.2 6.5 11.3 25.0 16.2 23.2 55.3 11.2 13.5 7.7 14.1 11.8 39.1 63.2
Standard Deviation(%) NA 14.4 14.8 23.1 25.3 20.7 NA NA 71.8 16.6 32.6 19.5 35.8 14.7 18.8 8.5 15.2 15.2 13.5 12.5 15.0 27.4 20.4 29.4 42.4 16.5 14.0 12.6 13.9 18.6 28.6 521.1
Treynor Ratio NA 0.13 0.2 0.01 0.09 0.1 NA NA 0.08 0.22 -0.28 0.12 0.35 0.32 -0.06 0.24 0.07 -0.01 0.12 0.38 0.17 -0.02 0.28 0.47 -0.51 0.1 0.09 0.0 0.0 0.0 0.0 0.0
Alpha NA 0.01 0.01 0.0 0.0 0.0 NA NA 0.11 0.01 0.01 -0.03 0.0 0.0 0.0 0.01 0.0 0.0 0.0 0.02 0.0 0.01 0.0 0.01 -0.01 -0.02 0.01 NA NA NA NA NA
Beta NA 0.98 0.99 1.01 1.01 1.0 NA NA 0.96 0.97 1.01 1.06 1.0 1.05 1.02 1.0 0.95 0.96 0.98 0.94 0.92 0.96 0.92 0.98 0.88 0.93 0.91 NA NA NA NA NA
RSquare NA 0.96 0.97 0.99 0.99 0.98 NA NA 0.06 0.98 0.99 0.98 0.99 0.98 0.99 0.95 0.98 0.99 0.98 0.98 0.98 0.99 0.99 0.98 0.94 0.95 0.18 0.0 0.0 0.0 0.0 0.0
Yield(%) N/A 0.1 0.6 0.5 0.4 0.9 2.1 1.8 N/A 0.7 0.6 0.3 0.4 0.8 1.0 0.9 0.9 1.0 1.1 1.0 1.5 0.9 1.0 1.2 1.0 1.4 1.5 1.1 0.7 0.6 0.2 0.1
Dividend Growth(%) N/A -78.6 -20.1 -33.8 -39.1 35.2 N/A N/A N/A -12.5 82.9 -40.7 -34.4 -22.4 24.7 9.4 -5.6 -5.3 41.8 -19.3 62.7 8.5 17.5 -31.0 -19.4 0.0 63.6 83.3 50.0 166.7 200.0 N/A

Return Calculator for iShares Russell Mid-Cap Growth ETF (IWP)

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iShares Russell Mid-Cap Growth ETF (IWP) Historical Return Chart

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iShares Russell Mid-Cap Growth ETF (IWP) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 08/01/2001 to 05/14/2024, the worst annualized return of 3-year rolling returns for iShares Russell Mid-Cap Growth ETF (IWP) is -13.14%.
From 08/01/2001 to 05/14/2024, the worst annualized return of 5-year rolling returns for iShares Russell Mid-Cap Growth ETF (IWP) is -2.57%.
From 08/01/2001 to 05/14/2024, the worst annualized return of 10-year rolling returns for iShares Russell Mid-Cap Growth ETF (IWP) is 6.69%.
From 08/01/2001 to 05/14/2024, the worst annualized return of 20-year rolling returns for iShares Russell Mid-Cap Growth ETF (IWP) is 9.21%.

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