Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/15/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IWP (iShares Russell Mid-Cap Growth ETF) | -9.80% | 6.20% | 6.85% | 12.25% | 9.40% | 11.42% | 10.14% | 9.17% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IWP (iShares Russell Mid-Cap Growth ETF) | 08/01/2001 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 08/01/2001.
AR inception is since 08/01/2001.
| 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 (%) | 9.57 | 6.20 | 6.85 | 12.25 | 9.40 | 11.42 | 10.14 | 9.17 | -9.80 | 22.03 | 25.70 | -26.90 | 12.60 | 35.24 | 35.04 | -4.87 | 24.93 | 6.88 | -0.45 | 11.69 | 35.51 | 15.60 | -1.87 | 26.06 | 46.45 | -44.36 | 11.98 | 11.32 | 12.29 | 15.34 | 43.28 | -27.88 | -2.80 |
| Sharpe Ratio | NA | -21.96 | 6.65 | 39.93 | 34.95 | NA | NA | 10.74 | -103.45 | 95.79 | 130.21 | -87.09 | 64.38 | 97.46 | 228.41 | -33.11 | 288.88 | 43.98 | -3.18 | 86.27 | 282.84 | 104.85 | -6.95 | 127.34 | 157.78 | -106.59 | 54.69 | 57.76 | 80.57 | 103.62 | 228.33 | -101.30 | -1.62 |
| Standard Deviation(%) | NA | 23.91 | 23.55 | 23.33 | 21.62 | NA | NA | 70.59 | 36.52 | 16.12 | 16.62 | 32.59 | 19.53 | 35.75 | 14.73 | 18.76 | 8.45 | 15.17 | 15.20 | 13.53 | 12.54 | 14.96 | 27.40 | 20.40 | 29.38 | 42.36 | 16.50 | 13.99 | 12.57 | 13.90 | 18.65 | 28.62 | 521.15 |
| Draw Down(%) | NA | 25.26 | 25.26 | 38.62 | 38.62 | NA | NA | 69.31 | 25.26 | 9.90 | 14.44 | 34.39 | 13.49 | 35.87 | 7.10 | 22.49 | 3.26 | 13.74 | 12.75 | 10.16 | 6.49 | 11.32 | 25.03 | 16.25 | 23.20 | 55.25 | 11.23 | 13.46 | 7.71 | 14.11 | 11.84 | 39.13 | 63.17 |
| Yield(%) | 0.00 | 0.51 | 0.61 | 0.41 | 0.75 | 1.45 | 1.75 | 1.70 | 0.00 | 0.65 | 0.67 | 0.56 | 0.35 | 0.45 | 0.80 | 0.96 | 0.96 | 0.93 | 0.97 | 1.15 | 1.04 | 1.48 | 0.90 | 1.04 | 1.22 | 1.04 | 1.40 | 1.50 | 1.06 | 0.64 | 0.62 | 0.18 | 0.05 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWP (iShares Russell Mid-Cap Growth ETF) |
-16.33%
Feb 2006 - Feb 2009 |
-5.40%
Feb 2004 - Feb 2009 |
5.33%
Dec 2001 - Dec 2011 |
7.81%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWP (iShares Russell Mid-Cap Growth ETF) |
31.82%
Feb 2009 - Feb 2012 |
27.18%
Feb 2009 - Feb 2014 |
18.22%
Feb 2009 - Feb 2019 |
15.89%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart