Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IWR (iShares Russell Mid-Cap ETF) | 14.28% | 23.08% | 16.43% | 8.30% | 12.20% | 11.97% | 10.09% | … | … |
Data as of 06/15/2026, Common starting date is 07/20/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IWR (iShares Russell Mid-Cap ETF) | 07/20/2001 | 06/15/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | 3.22 | 23.08 | 16.43 | 8.30 | 12.20 | 11.97 | 10.09 | … | … | 14.28 | 10.37 | 15.21 | 17.07 | -17.47 | 22.43 | 16.91 | 30.23 | -6.39 | 18.26 | 13.69 | -2.62 | 13.05 | 34.53 | 17.08 | -1.77 | 25.36 | 40.66 | -41.37 | 5.10 | 15.13 | 12.48 | 19.64 | 40.09 | -16.62 | 0.38 |
| Sharpe Ratio | NA | 1.39 | 0.85 | 0.30 | 0.53 | NA | NA | … | … | 1.95 | 0.39 | 0.87 | 0.85 | -0.74 | 1.47 | 0.44 | 2.24 | -0.49 | 2.23 | 0.90 | -0.18 | 1.06 | 2.79 | 1.22 | -0.07 | 1.21 | 1.31 | -1.02 | 0.12 | 1.00 | 0.85 | 1.50 | 2.50 | -0.75 | -0.04 |
| Standard Deviation(%) | NA | 13.80 | 15.93 | 18.28 | 19.48 | NA | NA | … | … | 15.10 | 19.16 | 13.36 | 15.85 | 25.67 | 15.27 | 37.71 | 12.82 | 16.05 | 7.94 | 14.91 | 14.92 | 12.32 | 12.38 | 14.10 | 26.22 | 20.85 | 30.92 | 41.42 | 16.52 | 11.72 | 12.08 | 12.40 | 15.73 | 23.70 | 23.72 |
| Draw Down(%) | NA | 8.17 | 21.09 | 26.17 | 40.59 | NA | NA | … | … | 8.17 | 19.18 | 7.70 | 14.18 | 24.39 | 8.06 | 40.59 | 6.65 | 20.37 | 3.63 | 12.64 | 12.52 | 9.33 | 6.84 | 10.82 | 24.17 | 16.60 | 28.00 | 54.14 | 11.70 | 10.11 | 6.84 | 8.91 | 12.05 | 32.26 | 20.31 |
| Yield(%) | 0.00 | 1.38 | 1.52 | 1.35 | 2.72 | 3.58 | 3.49 | … | … | 0.57 | 1.41 | 1.46 | 1.65 | 1.30 | 1.29 | 1.46 | 1.84 | 4.79 | 1.75 | 1.94 | 1.53 | 1.63 | 1.70 | 2.06 | 1.51 | 1.76 | 2.01 | 1.22 | 1.42 | 1.47 | 1.58 | 1.32 | 1.76 | 0.91 | 0.65 |
Data as of 06/15/2026, Common starting date is 07/20/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWR (iShares Russell Mid-Cap ETF) |
-17.40%
Feb 2006 – Feb 2009 |
-5.33%
Feb 2004 – Feb 2009 |
6.61%
Jan 2006 – Jan 2016 |
7.29%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWR (iShares Russell Mid-Cap ETF) |
31.70%
Feb 2009 – Feb 2012 |
27.60%
Feb 2009 – Feb 2014 |
17.95%
Feb 2009 – Feb 2019 |
15.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart