iShares Russell Mid-Cap ETF (IWR)

Basic Info 82.25 0.16(0.19%)
May 13

iShares Russell Mid-Cap ETF started on 07/20/2001
iShares Russell Mid-Cap ETF is classified as asset class MID-CAP BLEND
iShares Russell Mid-Cap ETF expense ratio is 0.19%
iShares Russell Mid-Cap ETF rating is
(94%)

iShares Russell Mid-Cap ETF (IWR) Dividend Info

iShares Russell Mid-Cap ETF (IWR) dividend growth in the last 12 months is -4.16%

The trailing 12-month yield of iShares Russell Mid-Cap ETF is 1.56%. its dividend history:

DateDividend
03/21/2024 0.218
12/20/2023 0.3389
09/26/2023 0.3255
06/07/2023 0.1876
03/23/2023 0.2565
12/13/2022 0.33
09/26/2022 0.32
06/09/2022 0.21
03/24/2022 0.22
12/13/2021 0.26
09/24/2021 0.26
06/10/2021 0.15
03/25/2021 0.192
12/14/2020 0.229
09/23/2020 0.217
06/15/2020 0.1633
03/25/2020 0.266
12/16/2019 0.264
09/24/2019 0.2099
06/17/2019 0.193
03/20/2019 0.185
12/17/2018 0.214
09/26/2018 1.226
07/03/2018 0.9
03/22/2018 0.1725
12/21/2017 0.23
09/26/2017 0.2113
07/06/2017 0.1935
03/24/2017 0.1543
12/22/2016 0.262
09/26/2016 0.1383
07/06/2016 0.18
03/23/2016 0.1883
12/24/2015 0.2195
09/25/2015 0.125
07/02/2015 0.161
03/25/2015 0.1318
12/24/2014 0.2035
09/24/2014 0.111
07/02/2014 0.1608
03/25/2014 0.1303
12/23/2013 0.1595
09/24/2013 0.1015
07/02/2013 0.1313
03/25/2013 0.1008
12/19/2012 0.2055
09/24/2012 0.1075
06/26/2012 0.11
03/23/2012 0.09
12/22/2011 0.1268
09/23/2011 0.0813
07/05/2011 0.0923
03/24/2011 0.0893
12/22/2010 0.117
09/23/2010 0.1108
07/02/2010 0.0793
03/24/2010 0.0625
12/23/2009 0.102
09/22/2009 0.0605
07/02/2009 0.0795
03/24/2009 0.0685
12/23/2008 0.1038
09/24/2008 0.068
07/02/2008 0.089
03/24/2008 0.0508
12/27/2007 0.1105
09/25/2007 0.076
06/28/2007 0.0813
03/23/2007 0.0875
12/20/2006 0.0978
09/26/2006 0.0745
06/22/2006 0.0833
03/24/2006 0.0728
12/22/2005 0.1013
09/23/2005 0.0705
06/20/2005 0.0503
03/24/2005 0.0865
12/23/2004 0.063
09/24/2004 0.0573
06/25/2004 0.0478
03/26/2004 0.0518
12/16/2003 0.0388
12/12/2003 0.0643
09/12/2003 0.0445
06/13/2003 0.0425
03/07/2003 0.0298
12/13/2002 0.0455
09/13/2002 0.0353
06/14/2002 0.039
03/08/2002 0.0118
12/14/2001 0.048
10/01/2001 0.048

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

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $1.1085 1.65% 2.64% -
2022 $1.08 1.31% 25.29% 2.64%
2021 $0.862 1.28% -1.52% 13.40%
2020 $0.8753 1.46% 2.75% 8.19%
2019 $0.8519 1.84% -66.09% 6.80%
2018 $2.5125 4.79% 218.40% -15.10%
2017 $0.7891 1.75% 2.67% 5.83%
2016 $0.7686 1.94% 20.60% 5.37%
2015 $0.6373 1.53% 5.23% 7.16%
2014 $0.6056 1.63% 22.81% 6.95%
2013 $0.4931 1.70% -3.88% 8.44%
2012 $0.513 2.06% 31.64% 7.26%
2011 $0.3897 1.52% 5.44% 9.10%
2010 $0.3696 1.77% 19.03% 8.82%
2009 $0.3105 2.01% -0.35% 9.52%
2008 $0.3116 1.22% -12.30% 8.83%
2007 $0.3553 1.42% 8.19% 7.37%
2006 $0.3284 1.47% 6.42% 7.42%
2005 $0.3086 1.58% 40.34% 7.36%
2004 $0.2199 1.32% 0.00% 8.89%
2003 $0.2199 1.76% 67.10% 8.42%
2002 $0.1316 0.91% 37.08% 10.68%
2001 $0.096 0.65% - 11.76%

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

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

From 07/20/2001 to 05/13/2024, the compound annualized total return (dividend reinvested) of iShares Russell Mid-Cap ETF (IWR) is 9.636%. Its cumulative total return (dividend reinvested) is 708.558%.

From 07/20/2001 to 05/13/2024, the Maximum Drawdown of iShares Russell Mid-Cap ETF (IWR) is 58.8%.

From 07/20/2001 to 05/13/2024, the Sharpe Ratio of iShares Russell Mid-Cap ETF (IWR) is 0.42.

From 07/20/2001 to 05/13/2024, the Annualized Standard Deviation of iShares Russell Mid-Cap ETF (IWR) is 20.5%.

From 07/20/2001 to 05/13/2024, the Beta of iShares Russell Mid-Cap ETF (IWR) is 0.95.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
07/20/2001		 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(%) 2.0 6.3 22.0 3.5 10.0 10.0 13.9 10.2 9.6 17.1 -17.5 22.4 16.9 30.2 -6.4 18.3 13.7 -2.6 13.0 34.5 17.1 -1.8 25.4 40.7 -41.4 5.1 15.1 12.5 19.6 40.1 -16.6 0.4
Sharpe Ratio NA 1.17 1.31 0.06 0.36 0.47 NA NA 0.42 0.82 -0.74 1.47 0.44 2.25 -0.48 2.23 0.9 -0.18 1.06 2.79 1.22 -0.07 1.21 1.31 -1.02 0.13 1.02 0.85 1.51 2.5 -0.75 -0.03
Draw Down(%) NA 6.5 14.2 26.2 40.6 40.6 NA NA 58.8 14.2 24.4 8.1 40.6 6.7 20.4 3.6 12.6 12.5 9.3 6.8 10.8 24.2 16.6 28.0 54.1 11.7 10.1 6.8 8.9 12.1 32.3 20.3
Standard Deviation(%) NA 12.6 13.8 19.1 23.4 19.1 NA NA 20.5 15.9 25.7 15.3 37.7 12.8 16.0 7.9 14.9 14.9 12.3 12.4 14.1 26.2 20.9 30.9 41.4 16.5 11.7 12.1 12.4 15.7 23.7 23.7
Treynor Ratio NA 0.14 0.17 0.01 0.08 0.09 NA NA 0.09 0.13 -0.19 0.22 0.16 0.29 -0.08 0.18 0.14 -0.03 0.13 0.35 0.18 -0.02 0.26 0.43 -0.46 0.02 0.13 0.11 0.2 0.42 -0.2 -0.01
Alpha NA 0.0 0.0 0.0 0.0 0.0 NA NA 0.0 0.0 0.01 -0.01 0.0 0.0 0.01 0.0 0.01 0.0 0.0 0.0 0.01 0.0 0.0 0.01 -0.02 0.0 0.01 0.0 0.0 0.02 -0.02 0.01
Beta NA 1.05 1.06 1.01 1.01 1.0 NA NA 0.95 1.03 1.0 1.0 1.02 1.0 0.97 1.0 0.97 0.98 0.98 0.99 0.95 0.96 0.96 0.95 0.92 0.98 0.92 0.95 0.94 0.93 0.88 0.63
RSquare NA 0.99 0.99 0.99 0.99 0.99 NA NA 0.96 0.99 1.0 0.96 0.99 0.99 0.98 0.97 0.99 0.99 0.98 0.99 0.99 1.0 1.0 0.99 0.98 0.97 0.95 0.91 0.92 0.92 0.87 0.37
Yield(%) N/A 0.3 1.6 1.4 1.8 2.6 5.4 4.2 N/A 1.7 1.3 1.3 1.5 1.8 4.8 1.7 1.9 1.5 1.6 1.7 2.1 1.5 1.8 2.0 1.2 1.4 1.4 1.6 1.3 1.7 1.0 0.7
Dividend Growth(%) N/A -80.4 -4.2 -27.8 -10.4 176.8 N/A N/A N/A 3.7 25.6 -2.3 4.8 -66.5 221.8 1.3 22.2 5.0 22.4 -5.8 33.3 5.4 19.4 0.0 -13.9 12.5 3.2 40.9 4.8 50.0 40.0 N/A

Return Calculator for iShares Russell Mid-Cap ETF (IWR)

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iShares Russell Mid-Cap ETF (IWR) Historical Return Chart

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iShares Russell Mid-Cap ETF (IWR) 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 07/20/2001 to 05/13/2024, the worst annualized return of 3-year rolling returns for iShares Russell Mid-Cap ETF (IWR) is -14.53%.
From 07/20/2001 to 05/13/2024, the worst annualized return of 5-year rolling returns for iShares Russell Mid-Cap ETF (IWR) is -2.01%.
From 07/20/2001 to 05/13/2024, the worst annualized return of 10-year rolling returns for iShares Russell Mid-Cap ETF (IWR) is 8.09%.
From 07/20/2001 to 05/13/2024, the worst annualized return of 20-year rolling returns for iShares Russell Mid-Cap ETF (IWR) is 9.72%.

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