iShares Russell Mid-Cap Growth ETF (IWP) Performance
IWP total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −2.8% since Dec 31, 2025
- 1 year
- −7.0% total return
- 5 years
- +2.7% a year
- 10 years
- +11.5% a year
- Since first price
- +8.9% a year since 2001
IWP trailing returns vs SPY, QQQ, AGG
| Period | IWP total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −4.4% | −4.4% | −1.0% | −5.0% | +0.9% |
| 3 months | −3.9% | −4.0% | +3.2% | +1.9% | −0.4% |
| 6 months | −1.9% | −2.1% | +7.8% | +8.4% | −1.5% |
| YTD | −2.8% | −3.0% | +12.3% | +15.1% | −1.0% |
| 1 year | −7.0% | −7.3% | +14.4% | +15.9% | −1.1% |
| 3 years | +52.3%+15.1%/yr | +50.5% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +14.0%+2.7%/yr | +11.2% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +197.9%+11.5%/yr | +180.5% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +442.4%+11.9%/yr | +382.6% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +524.5%+9.6%/yr | +432.4% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionAug 1, 2001 | +758.2%+8.9%/yr | +618.4% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: IWP vs SPY
From Aug 1, 2001: IWP grew to $85,822, SPY to $97,992.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IWP returns by calendar year
18 of 24 full years positive. Best 2009 (+46.4%), worst 2008 (−44.6%). 2026 is year to date.
IWP annual returns table
| Year | IWP | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −2.8% | −12.8% | +12.3% | +15.1% | −1.0% |
| 2025 | +8.4% | −25.2% | +17.7% | +20.8% | +7.2% |
| 2024 | +21.9% | −9.9% | +24.9% | +25.6% | +1.3% |
| 2023 | +25.7% | −14.4% | +26.2% | +54.9% | +5.7% |
| 2022 | −26.9% | −33.7% | −18.2% | −32.6% | −13.0% |
| 2021 | +12.6% | −13.5% | +28.7% | +27.4% | −1.8% |
| 2020 | +35.2% | −35.9% | +18.3% | +48.6% | +7.5% |
| 2019 | +35.0% | −7.1% | +31.2% | +39.0% | +8.5% |
| 2018 | −4.9% | −22.5% | −4.6% | −0.1% | +0.1% |
| 2017 | +24.9% | −3.3% | +21.7% | +32.7% | +3.6% |
| 2016 | +7.6% | −12.6% | +12.0% | +7.1% | +2.4% |
| 2015 | −0.5% | −12.7% | +1.2% | +9.4% | +0.5% |
| 2014 | +11.7% | −10.2% | +13.5% | +19.2% | +6.0% |
| 2013 | +35.5% | −6.5% | +32.3% | +36.6% | −2.0% |
| 2012 | +15.6% | −11.3% | +16.0% | +18.1% | +3.8% |
| 2011 | −1.9% | −25.0% | +1.9% | +3.4% | +7.7% |
| 2010 | +26.1% | −16.2% | +15.1% | +19.9% | +6.4% |
| 2009 | +46.4% | −23.2% | +26.4% | +54.7% | +3.0% |
| 2008 | −44.6% | −55.4% | −36.8% | −41.7% | +7.9% |
| 2007 | +11.3% | −11.5% | +5.1% | +19.0% | +6.6% |
| 2006 | +10.5% | −13.7% | +15.8% | +7.1% | +3.9% |
| 2005 | +11.7% | −7.8% | +4.8% | +1.6% | +2.3% |
| 2004 | +15.0% | −14.1% | +10.7% | +10.5% | +3.8% |
| 2003 | +42.9% | −11.9% | +28.2% | +49.7% | — |
| 2002 | −28.0% | −39.2% | −21.6% | −37.4% | — |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
IWP largest drawdowns
Now 10.0% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Oct 9, 2007 | −56.9% | Nov 20, 2008 | Jan 14, 2011 | 1.1 years | 3.3 years |
| Aug 1, 2001 | −39.7% | Oct 7, 2002 | Dec 1, 2003 | 1.2 years | 2.3 years |
| Nov 16, 2021 | −38.6% | Jun 16, 2022 | Oct 11, 2024 | 7 months | 2.9 years |
| Feb 19, 2020 | −35.9% | Mar 23, 2020 | Jul 8, 2020 | 33 days | 5 months |
| Feb 18, 2025 | −25.2% | Apr 8, 2025 | Jul 3, 2025 | 49 days | 4 months |
| Jul 7, 2011 | −25.0% | Oct 3, 2011 | Mar 26, 2012 | 3 months | 9 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
IWP risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2001 |
|---|---|---|---|---|
| Annualized return | +15.1% | +4.7% | +11.6% | +9.5% |
| Volatility (annualized) | 17.9% | 20.0% | 18.9% | 18.5% |
| Sharpe ratio | 0.64 | 0.15 | 0.56 | — |
| Sortino ratio | 1.10 | 0.23 | 0.88 | — |
| Best month | +13.4% | +13.4% | +15.7% | +15.7% |
| Worst month | −7.4% | −12.9% | −15.0% | −22.0% |
| Best 12 months | +39.8% | +39.8% | +68.5% | +68.5% |
| Worst 12 months | −2.9% | −29.6% | −29.7% | −46.3% |
| Positive months | 61% | 55% | 63% | 60% |
| Beta vs S&P 500 | 1.19 | 1.12 | 1.11 | — |
| Correlation with S&P 500 | 0.83 | 0.88 | 0.90 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
IWP rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 291 | −46.3% | +13.8% | +68.5% | 78% |
| 3-year (a year) | 267 | −16.8% | +12.5% | +31.8% | 89% |
| 5-year (a year) | 243 | −5.9% | +10.8% | +27.2% | 96% |
| 10-year (a year) | 183 | +5.0% | +10.7% | +18.3% | 100% |
Every holding period starting at a month-end since 2001. Returns for 3 years and longer are annualized.
IWP performance overview
iShares Russell Mid-Cap Growth ETF (IWP) returned −7.0% over the past year and +11.5% a year over ten years, with distributions reinvested. Since its first recorded price in 2001 it has returned +8.9% a year, turning $10,000 into about $85,822. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −56.9%, from Oct 9, 2007 to Nov 20, 2008, and it took 2.1 years to get back to the old high. IWP finished 18 of its 24 full calendar years with a gain; the best year was 2009 (+46.4%) and the worst 2008 (−44.6%). Volatility has been 18.5% a year.
Related: IWP chart, IWP holdings, IWP dividends, IWP valuation. See the IWP overview for the latest quote and fund facts.
IWP performance FAQ
What is the IWP return over the past year?
IWP returned −7.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 7.3%.
What is the average annual return of IWP?
IWP has returned +2.7% a year over 5 years, +11.5% a year over 10 years, +8.9% a year since August 1, 2001 (total return, distributions reinvested).
How much would $10,000 invested in IWP be worth?
$10,000 invested in IWP at its first recorded close on August 1, 2001 would be worth about $85,822 on October 23, 2026 with distributions reinvested.
What was the worst year for IWP?
The worst calendar year was 2008, with a total return of −44.6%. The best was 2009 at +46.4%.
What is the biggest drawdown of IWP?
The largest peak-to-trough decline was −56.9% between October 9, 2007 and November 20, 2008. It recovered to the old high on January 14, 2011, 2.1 years after the bottom.
How volatile is IWP?
Over the past 3 years IWP had an annualized volatility of 17.9% and a Sharpe ratio of 0.64 (excess return over 1–3 month T-bills per unit of risk).