IWR
iShares Russell Mid-Cap ETF
ETF
$108.28+0.69 (+0.64%)Close Oct 2, 2026
Aug 27, 2001 – Oct 2, 2026, Dividends reinvested
- Final balance
- $107,703
- CAGR
- +9.93%
- Max drawdown
- −58.83%
- Sharpe ratio
- 0.57
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.18%
- 3M
- −1.57%
- 6M
- +10.73%
- YTD
- +13.42%
- 1Y
- +13.09%
- 3Y
- +18.07%
- 5Y
- +7.94%
- 10Y
- +11.16%
- 15Y
- +12.90%
- 20Y
- +9.66%
- 25Y
- +10.65%
- Since 2001
- +9.93%
Metrics
Since 2001| Volatility | 20.12% |
|---|---|
| Sortino ratio | 0.80 |
| Calmar ratio | 0.17 |
| Best year, 2009 | +40.63% |
| Worst year, 2008 | −41.37% |
| Positive years | 18 of 24 |
| Longest drawdown | 3.6 years |
Worst drawdowns
Since 2001| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −58.8% | Jul 2007 | Mar 2009 | Feb 2011 | 3.6 years |
| −40.6% | Feb 2020 | Mar 2020 | Oct 2020 | 8 months |
| −32.3% | Mar 2002 | Oct 2002 | Sep 2003 | 1.5 years |
| −26.2% | Nov 2021 | Oct 2022 | Mar 2024 | 2.3 years |
| −24.2% | Jul 2011 | Oct 2011 | Mar 2012 | 8 months |
Annual returns
2001 from Aug 27 · 2026 through Oct 2